Worksheets

1. If you have QBench's Worksheet module, you will be able to create worksheets within the LIMS. To access worksheet templates, click Configuration, then Lab, then Worksheets, and finally +New Worksheet. 
   
   
2. After opening a new worksheet, you can add any detail you wish, and then click save. Note: you must add a name in order to create a new worksheet. 
   
   
3. After clicking save, the page will reload with new tabs and the option to Delete the worksheet. Note: to delete a worksheet, you must confirm its removal.
   
   
4. On the next tab, you can configure your worksheet. This tab can be more technical and requires use of unique markup language. See also QBench Worksheet Markup Language. 
   
   
5. After entering data for worksheet configuration, you can then Preview (which will create a popup with the previewed worksheet) or Save. If you click Save As New Version, a new window will appear. Here, you can enter details and choose to either Save as draft (so that you can edit the worksheet before submitting) or Submit for approval (submit this worksheet pending approval.)
   
   
6. After submitting a worksheet for approval, you can either lock it to a particular user or not. If you lock it to a particular user, then that user must likewise unlock it. Otherwise any user with access can choose to unlock it. You can also manually lock a worksheet by clicking the icon shown below.
   
   
7. After submitting a worksheet for approval, it can then be approved in the Versions tab. 
   
   
8. Under Status you can choose to Approve or Reject the version of the worksheet. It will then ask if you wish to set this worksheet version as Active, if approved . This means it can be assigned to tests, batches, or logs. See also Tests, Reporting, Batches, and Logs.
   
   
   
   • This can only be done if your role has the ability to approve worksheets. See also User Settings.
9. After approving a worksheet, it can then be be rendered inactive by clicking on the approved button a second time. It will then ask you to confirm obsoletion of the worksheet.
   
   
   
10. You can also choose to Reject a version of a worksheet. This makes that version unusable.
    
    
    
    • Note that this will not render a worksheet inactive. Even if no useable worksheets are attached to the worksheet, it will not be inactive until it is manually set as inactive. 
      
      
11. Under the Assays tab, it will show any Assays attached to the worksheet. See also Assay Generation. 
    
    
12. The Locks tab shows the history of locks attached to the worksheet. You cannot manually delete this history. However, unlike the history tab, it does not list all changes made to the worksheet over time, only Lock history.
    
    
13. On the All page for Worksheets, you can see (and click) on any worksheet you wish. The default view is alphabetical.
    • You can also change the way the page looks by clicking the filter button. See also Filters.