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Improvement
a month ago

Viewing a Summary Report for a Lab Sample

You can now generate a PDF summary showing sample details and all scheduled tests for lab samples.

Two ways to access:

Option 1: From Lab Sample Search

  1. Go to Lab Sample Search
  2. Select one or multiple samples
  3. Click the View Summary button
  4. A PDF generates showing sample details and all tests for the selected samples

Option 2: From Sample Edit Page

  1. Navigate to a sample (via Status Board or Lab Sample Search)
  2. Scroll to the bottom of the Edit Page
  3. Click View Summary button in the bottom left-hand corner
  4. A PDF generates showing sample details and all tests for that sample
    The PDF includes most or all sample details along with a complete list of tests. If a sample has many tests, the summary will automatically extend to multiple pages.

Watch a quick video about this enhancement >

Why This Change Matters

  • Complete sample details – View comprehensive sample information and all associated tests in one document
  • Better planning – Understand the full scope of testing required before starting work
  • Improved communication – Easily share detailed summaries with team members or clients
  • Batch processing – Generate summaries for multiple samples simultaneously
Avatar of authorThe Omnant Team