How to Receive Sample(s) Into LIMS

For LIMS sites that utilize Work Order import interface from ERP system, receiving samples into LIMS can ensure accurate tracking of sample analysis "Turn Around Time" (TAT).  A Work Order record is imported from the ERP system at a time when it's printed from ERP, this does not coincide with when sample actually arrives in the lab.  It usually takes anywhere between 1 and 7 days for an imported sample record to be physically received in LIMS and the duration depends on manufacturing schedule.

Some features described in this tutorial are not implemented at all V8 LIMS sites, however can be used as ideas for future improvement.

1. Sample Receipt from Browse Sample Page

WinLIMS - Home - Google Chrome
WinLIMS - Home - Google Chrome
  1. Click on "Main Menu" button
  2. Click on "Sample Life Cycle"
  3. Click on "browse Samples"

1.2. Sample Receipt Using a Bar code Scanner

For sites which have a Lot number bar code on the Work Order documents, it is possible to receive a sample utilizing a bar code scanner.  For this to work you must have a bar code scanner attached to the PC and necessary drivers installed.

WinLIMS - browse Samples (Home>Sample Life Cycle) - Google Chrome
Snagit Editor - [Mar 24, 2020 11:44:32 AM]
WinLIMS - browse Samples (Home>Sample Life Cycle) - Google Chrome
Snagit Editor - [Mar 24, 2020 11:43:28 AM]
WinLIMS - browse Samples (Home>Sample Life Cycle) - Google Chrome
  1. Put your cursor into the "Lot #:" text box located in the controls area of the screen
  2. Scan the lot# bar code off the Work Order
  3. Lot # will populate in the text box
  4. Press "Enter" on your keyboard
  5. Brief message will show next to the Lot# field confirming successful receipt of the Sample.
  6. The list view will also find the sample which was just received into LIMS with status "P".

1.3. Sample Receipt Using a Favorite Query and Check Mark Icon

Favorite queries are site specific and can be created depending on site needs.  Contact your LIMS administrator to create these for your site.  For sample receipt process any of the "JDE Import ....." type of queries will work, because they will return all samples in "N" status.  

WinLIMS - browse Samples (Home>Sample Life Cycle) - Google Chrome
WinLIMS - browse Samples (Home>Sample Life Cycle) - Google Chrome
  1. Click on the Start Icon to open a list of favorite queries
  2. Click on the favorite query to execute search
  3. Click on the check box next to the Sample ID of the lot that needs to be received
  4. Click the Check Mark icon

2. Sample Receipt from Manage Samples Page

In order to print a label or Internal Quality Report at receipt step you must click the receipt button from the "Manage Samples" page

WinLIMS - Home - Mozilla Firefox
WinLIMS - Home - Mozilla Firefox
  1. Click on "Main Menu" button
  2. Click on "Sample Life Cycle"
  3. Click on "manage Samples"

2.2. Find Sample to Receive

WinLIMS - manage Samples (Home>Sample Life Cycle) - Mozilla Firefox
  1. Type in Lot #
  2. Click on binoculars to execute search

2.3. Receive Sample into LIMS

WinLIMS - manage Samples (Home>Sample Life Cycle) - Mozilla Firefox
  1. Click on the Check Mark button to mark sample as "received"
  2. Sample will refresh to "N" status and populate fields "Entered By" and "Entered On" fields.

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