To create a new sample type, go to Configuration > Sample Types. Here, you'll see a list of all the sample types defined for your lab.
Click "Add Sample Type" to create a new sample type template.
When adding a sample type, you can either choose from pre-generated system templates or select "Add Custom Sample Type" to design a completely new custom sample type. Note: Clients with a Private Cloud or On-Premises installation can customize the list of system templates to ensure that all groups have access to the same template options.
On the next window, select a name, description, and identifying color to mark your samples/tubes in the inventory. Note: Selecting the "Custom" option from the Color dropdown allows the user to choose the color of their sample type's background and text. Click "Add Sample Type" to create the template.
Each sample type starts with 4 default fields: Sample Name, Description, Location, and Notes. You can customize the sample type with additional sample specification fields by clicking "Add New Field." Specification fields can accept different kinds of input, such as text fields, numeric fields, date fields, choice fields, and fields for linking samples or file attachments.
In the "Settings & Sections" tab, you can set the following options:
- Name - change the name of the sample type
- Description - add a description in the Sample Types page list view
- Color - change the color assigned to the sample type
- Auto-Numbering - enable auto-numbering for samples created from the sample type
- Sample Type Sections - sort sample fields into sections and set visibility conditions