8–10 min
Click any dashed highlight for context. Use arrow keys to move through the tour; Esc closes notes.
No login required · Self-guided workflow tour
Follow one sample from receipt to client-ready deliverables.
This tour walks through a representative Clearline LIMS workflow: clients, custody, sample intake, prep, worksheet review, approvals, reports, and exports. It is designed to feel like the day-to-day lab interface while staying simple enough to review without a live call.
What to look for
- Familiar lab workflow screens instead of a generic dashboard
- Configurable steps that match how the lab already works
- Clear handoff from intake to prep, review, reporting, and archive
- Traceable approvals before client deliverables are issued
Clients
| Name | Client ID | Contacts | Default turn-around | Status | |
|---|---|---|---|---|---|
| Acme Environmental Services | AES | 4 | 5 business days | Active | |
| Municipal Water Authority | MWA | 7 | 24 hour rush available | Active | |
| Industrial Remediation Group | IRG | 3 | Project-specific | Active |
Client defaults
- Report recipients
- Primary PM + alternate QA contact
- Project templates
- Groundwater, soil, industrial hygiene
- Deliverable format
- Standard PDF + CSV export
Why this screen matters
Start here when the conversation is about multi-site clients, project-specific requirements, or reducing administrative cleanup after samples arrive.
Samples
| Sample ID | Client | Matrix | Analyses | Received | Due | State |
|---|---|---|---|---|---|---|
| GW-0010 | Acme Environmental | Groundwater | Metals + VOC | 08:42 | Friday 17:00 | Received |
| SO-0042 | Industrial Remediation | Soil | RCRA 8 | 09:15 | Monday 12:00 | In prep |
| DW-0712 | Municipal Water | Drinking Water | Coliform | 10:02 | Today 16:00 | Rush |
GW-0010 · Receipt fields
Chain of Custody
Print labelsContainer labels with sample, preservative, due date, and barcode.
COC packageCustody form attached to the sample record and report package.
Transfer logReceipt, relinquish, hold, and disposal events stay auditable.
CHAIN OF CUSTODY · COC-2026-1442
| Sample | Matrix | Containers | Preservation | Requested |
|---|---|---|---|---|
| GW-0010 | Groundwater | 2 x 250ml HDPE | HNO3, 4°C | Metals, VOC |
Relinquished by: Field TechReceived by: Lab IntakeTime: 08:42
Digestion Worksheet
Metals Prep Batch · MB-2026-0617-AIn prep
| Position | Sample | Aliquot | Acid | Digest temp | Tech | QC |
|---|---|---|---|---|---|---|
| 1 | MBLK-01 | 50.0 mL | 5 mL HNO3 | 95°C | J. Reeves | Method Blank |
| 2 | GW-0010 | 50.0 mL | 5 mL HNO3 | 95°C | J. Reeves | Sample |
| 3 | LCS-01 | 50.0 mL | 5 mL HNO3 | 95°C | J. Reeves | LCS |
Worksheet — Data Review
To be verifiedICP-MS Metals · Run ICP-2026-0617-02
| Analyte | Result | Units | MDL | Limit | Flags | Status |
|---|---|---|---|---|---|---|
| Arsenic | 0.004 | mg/L | 0.001 | 0.010 | Pass | |
| Zinc | 7.42 | mg/L | 0.005 | 5.00 | E over range | Retest |
| Lead | 0.002 | mg/L | 0.001 | 0.015 | Pass |
Reviewer note: Zinc result marked for dilution and retest. Original result preserved. Retest result must pass before technical approval.
Technical Review
Review gates
- Analyst reviewRun checked, QC linked, retest completed.
- Technical reviewResults verified and exceptions resolved.
- Final approvalReport rendered and locked for issue.
Audit trail
| 10:14 | Zinc flagged over range |
| 10:39 | Dilution run imported |
| 10:47 | Technical review approved |
| 10:49 | Sample locked for reporting |
Rendered Reports
Certificate of AnalysisGW-0010 · Acme Environmental
Analytical Results
| Analyte | Result | Units | Limit | Qualifier |
|---|---|---|---|---|
| Arsenic | 0.004 | mg/L | 0.010 | |
| Zinc | 4.88 | mg/L | 5.00 | Dilution verified |
| Lead | 0.002 | mg/L | 0.015 |
COA PDFClient-ready report
COC attachmentCustody included
CSV / EDDStructured export
Package archiveAuditable snapshot
At-your-leisure follow-up
Want the tour link and a short fit-check worksheet?
Leave an email and we’ll send a guided tour path, a short evaluation checklist, and practical questions your team can use before a discovery call.
Good-fit signals
- Lab runs on spreadsheets, legacy software, or paper-heavy review
- Reports, COCs, labels, or exports are recurring friction points
- Workflow needs configuration rather than a blank-slate rebuild
- Team wants managed hosting and support with clear accountability