Work Queue
Module: LIMS
Where to open in admin
- Log in to Admin.
- Open sidebar menu LIMS.
- Click Work Queue.
- Direct route (for admins):
admin/lims/lims_work_queue
What this screen is for
Work with **Work Queue** records inside LIMS (list, create, edit, and process according to your role).
How to use — step by step
- Open the screen from the module sidebar menu.
- Use Search / Filters to find existing records.
- Click New or Add to create a record; fill required fields marked with *.
- Save as draft if the module supports drafts; otherwise save and continue editing.
- Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
- If an approval workflow exists, submit the record and ask an approver to approve/post.
- Use related Reports or Dashboard widgets to verify the outcome of your work.
Common buttons & actions
- New / Add
- Edit
- Delete
- Filter
- Export
- Approve/Post (if enabled)
Required permissions
Staff need the lims_results feature with: view, create, edit.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Field tips from module language strings
- Monitor samples, test queues, QC review and laboratory performance across your lab network.
- Enable laboratory management features
- For non-numeric results
- Send email to lab manager or client when a result is QC approved.
- Download test results as CSV or Excel with optional filters.
- Generate COA or test reports from individual sample pages.
- Allow clients to view completed samples and download COA from the customer area.
- Add authorized signatory lines on generated COA PDFs.
- Automatically enable portal visibility when all tests are QC approved.
- Share this sample and COA with the linked client in the customer portal.
- Completed samples and certificates shared with your organization.
- CSV columns: method_code, method_name, unit, min_value, max_value, target_value, turnaround_days, price
- CSV columns: lab_id, sample_code, sample_type_id, client_id, plant_id, priority, source_reference, description
- Inventory items consumed when a test result is QC approved (requires Inventory Management module).
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Work Queue, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.