How to Create a Customer Specific Certificate of Analysis (Main Menu)
This tutorial can be used to create a CoA that contains customer specific shipping information. In order to create a customer specific CoA, you must have the sampleID/lot/bulk of original generic sample in LIMS, and that sample must be approved.
1. Navigate to "Generate CoA"
- Click on Main Menu
- Click on "Sample Life Cycle"
- Click on "Generate CoA"
2. Generate CoA Page
- Click on "Sample ID" text box label to locate the original generic sample
- Click on the drop down next to search criteria to change it from SAMPLE_ID to LOT
- Select "LOT" from list
- Type in Lot number into the search box (as you continue to type in the lot number LIMS will try to find a match and the list of choice will slowly decrease)
- Click select next to the correct record
- This will fill in 3 fields on the Generate CoA screen: Sample ID, Lot# and Bulk Code
2.1. Define Customer Number
- Click on "Customer #" label to search for the customer number (if not known)
- Click on search drop down
- Select to search by "Company"
- Start typing the name of the company, the list of available options will decrease and narrow down to one you need
- Click "Select" next to the customer number
2.2. Define Packaging Code
- Click on blue label "Packaging Code"
- Press Select next to the applicable Packaging Code
2.3. Populate PO# and Other Info
- Type in PO Number
- Click on "Show Additional Fields"
- Populate any other order/customer specific information to show on the CoA
3. Create Customer Specific Sample
- Click Save Button to populate CoA
- Click "OK" on the prompt
4. Preview CoA Report
- Page will refresh to "Send Report" tab
- Click on the link "Click here to Preview Report"
- Click on the link "WHCXXXXXXXXX" (sample ID) to navigate to customer specific sample
- This page will show if there was any emails associated with customer ID. This means the CoA has been emailed to this address.
5. Save PDF CoA to Desktop
- Click on "Click here to Preview Report"
- Click on "Export" button
- Expand File Format choices
- Select "PDF"
- Click "Export"
- Click "OK" to save file to your computer
Files downloaded from a web browser are usually saved to "Downloads" folder on your computer. This exported PDF can be found there. This configuration is not part of LIMS and can be changed within your web browser settings.
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