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How do I build an Analytical Module workflow in LIMS-plus v5?

An Analytical Module consists of a workflow and, optionally, rules and examination screens for results entry. This is an overview of how workflows can be built for modules.

Start a New Analytical Module

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To access the Analytical Module screen, open the Admin menu and select Analytical Module (1).

To start building a new analytical module, click the Add Analytical Module button (2).

Edit or Delete Analytical Modules

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To edit an Analytical Module, click on the Edit icon (1) corresponding to the analytical module listed in the grid list.

To delete an Analytical Module, click on the Delete icon (2) for that analytical module in the grid list.

Import Existing Analytical Modules

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Analytical Modules can be re-used in other modules by importing them. First click on the Add Analytical Module button (1) and then on the Import Module button (2). The Analytical Modules window will appear. Scroll through the list of existing Analytical Modules and click on the name of a module to re-use. That Analytical Module will appear in the workflow design area in the Designer window. Rename the new workflow and make any necessary changes to the Activities, then click the Save & Exit button when finished.

Add a Name and Activities to a New Analytical Module

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Enter a name for the module in the Name textbox at the top of the screen.

Begin dragging and dropping the activities for the workflow from the list on the left onto the design space in the center.

As the workflow is built, it will not make sense for some activities to be placed before or after others. The analytical module designer will not allow an invalid workflow to be built. As activities are dragged and dropped onto the design space, they can only be placed in a position that displays a green dot.

Please see the other topics about Analytical Modules to learn more about workflows and individual Activities.

Rename Activities

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During the design process, activities have default names that are assigned automatically. However, the name of a workflow activity will be presented to users once a request is created on a case using a service that is related to an analytical module. Therefore, it would be helpful to users if the activities in each workflow had names that made sense.

To rename an activity, select it in the workflow design area and change the Name in the properties box.

Save Workflow

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Once the workflow has been completed, click the Save & Exit button. The analytical module can always be finished or edited later, but a workflow must have at least an Assign Request Activity, an Examination Activity, and a Draft Complete Activity before it can be saved for the first time.

Export or Print the List of Analytical Modules

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To export the list of Analytical Modules to HTML or Excel, or to print the list, click on the Export icon.

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The list of Analytical Modules will appear in HTML format on a separate web page. From there, click the Print button to print the list, or click the Export to Excel button to perform that task. If the Export to Excel feature is used and the user has Excel installed on the computer, there will be an option to open the list in Excel. Otherwise, the file can be saved as an XMLReport.csv file.

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