LIMS (MASTERS)

Laboratory Information Management System

DATE 18.12.2021
Presented by
K.Jayasri.

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What is a LIMS?
• A LIMS or laboratory information management system is a type of software designed to
improve lab productivity and efficiency, by keeping track of data associated with samples,
laboratory workflows, and instruments. A LIMS acts as an additional member of our team,
automating workflows and tracking all the important sample information, data, workflows, and
QA/QC review results our lab generates each day.

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 LIMS

Sample Manager Resource Manger System Manager

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 Sample
Manager

Masters Plant

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Sample Manger (Masters) Flow Chat
Product/Material Sample Type
Name

Specification ID Test Category

Work Sheet Worksheet field

Test’s

Group Name

Test Plan Testplan Comments

Worksheet
Header
Test Plan Assignment
COA template
Project
Sample Login
Business Associate
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Sample Manager
Initiate
Modify
Re-initate
Approver
Transfer Initiator Reviwer Approver
Status Change
View Print
Audit trail
Reports

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• Product/Material name
• Sample Type
• Specification ID
• Worksheet Field
• Worksheet
• Test Category
• Test
• WOS Test
• Test Plan
• Business Associate
• Approved vendor
• COA Template

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• Work sheet Header
• Investigation Template
• Service Provider
• Project
• Sampling Record Template
• Group name
• Test plan Assignment
• Test Plan Comments

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 initiation

Modification

Return Drop
Approval Inactive List

Re-Initiation Active List Status Change

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• Registration of Product/Material: Enter the relevant details from respective Specification
(Name,Unique Code,Generic Name and retesting period) shall enter and submit buttion.

• Sample Manager Approval Product/Material.

• Registration of Sample Type: Enter the relevent details (Name,Prefix,Days to complete,)

and Selected Standard Fields and available Additional Fields and press Refresh Display
Button and click Submit button.

• Sample Manager Approval Sample Type

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Registration of Specification ID: After getting approval of the Product/material
name,select the Specification ID and click on the Product /Material popup icon.The pop
up window shows available list of (Specification id,Sample Type, Specification
Type,Specification Status,Effective from, and Satandard Test procedure No) shall enter
by the Initiator and click Submit button.Review Date and Supersedes fields are
optional.
Sample Manager Approval Specification ID.
For preparation of working standard specification , prefix W added before the Raw
materials existing code.
For Preparation of Stability (Shelf life) Specification the existing Material/product
specification shall be selected with shelf life limit and prefix S before the existing code
to differentiate purpose.

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• Registration of worksheet Field: Enter the relevant details i.e., (Name,BindsTo, Description)
and Click Submit Button.

• Sample Manager Approval worksheet Field.

• Registration of worksheet: Enter the relevant details i.e Name, Worksheet field (if required)
No.of sections and click Submit button.if reqiured to copy any existing worksheet click
popup button and select the required worksheet at Copy worksheet. after submit the relevant
details it will appear at the Approver

• Sample Manager Approver Worksheet.

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• Registration of test Category: Enter the relevant details i.e (Name, Unique
Code(Respective Name),Description) and click Submit Button.
• Registration of Test: Select popup icon at Product/material and select the required
Product/Material radio button and click OK button and click GO button.Initiator shall
enter the relevant details from respective Specification i.e (Test name, Test Code,
Method No),copy Test From (if required), Test Category (Select respective section),
Test Type (based on the test) shall enter by the Initiator and click Submit Button.Afetr
submit the releavant details it will appear at the Approver.
• Sample Manager Approver Test.
• Registration of WOS Test:Click GO button and enter the relevant details from
respective Specification (Test name,Test Code,Method No.)Copy Test from (if
required), test Categoty (Select respective section), Test Type (based on the test)’ shall
enter by the Initiator and click Submit button.

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• Registration of Test plan: i) Test Plan With Specification: Test Plan click on the
Product/material pop up icon.the pop-up window shows list of Product/material,
specification ID.Then select required Product /material, Specification ID radio button
and then click OK the initiator shall enter the relevant details from respective
Specification i.e Strength,Test Plan comments(Select respective test plan), selected
test(S) from Available test(S).Tests Grouping required (If required), Click refresh
Display button and attach worksheet and Tick the Display in COA respective test shall
enter by the Initiator and click Submit Button
• Sample Manager Approval Test Plan.

• Registration of Business Associate:Enter the relevant details from Approved Vendor

List(Name, Unique code,Category of Business Associate and contact person (these fields
are mandatory ).
• Sample Manager Approval Business Associate.

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• Registration of Approved Vendor:Click on the Product/Material popup icon. The po-
up window shows list of Product/Material code,Product/Material Name.Then select
the required radio button and then click OK the initiator shall enter the relevent
details from Approved Vendor List i.e Unique Code,vendor name (Select from
Business Associate List), Qualification status and Comments (Optional) shall enter by
the Initiator and click Submit button.

• Sample Manager Approval Approved Vendor.

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• Registration of COA Template: Select Sample Type, COA Type from the drop
down list and Unique Code (System auto Generated) Report Title(Like Raw
material, Finished Product ect....) Product /Material Caption, Format No,
Header Rows and Columns and Footer Rows and Columns.Select the field from
the drop down list for the Worksheet Header shall enter by the initiator and click
Submit button.if required to copy any existing COA template Click popup
button and select the required COA template at Copy COA template From.

• Sample Manager Approval COA Template

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• Registration of Work Sheet Header:Select Sample type, worksheet type from the drop
down list and Unique Code(System Generated), Report Title(Like Raw materila,
Finished Product ect....)Product/Materila Caption, Fromat No and header Rows and
columns. Slect the fields from the drop down list for the worksheet header shall enter
by the Initiator and click Submit button. .if required to copy any existing Worksheet
Header Click popup button and select the required Worksheet header at Worksheet
Header From.

• Sample Manager Approval Work Sheet Header.

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• Registration of Investigation Template: Investigation Template enter the relevant
details, from respective OOS and OOT SOP.Investigation Type(From drop down list
like OOS,OOT etc...) Name,Unique Code,Analyst Check List- No.of Check Items
and Supervisor check List-No. of Check Items shall enter by the Initiator and click
Submit Button.

• Sample Manager Approval Investigation Template.

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• Registration of Service Provider: Enter the relevant details from List of Outside testing
Labotories i.e Name,Unique Code, Service Type and Contact Person Address Line 1, E-
mail(These fields are mandatory),Address Line 2,Address Line 3, City, State,Country,
ZIP/PIN, Phone and FAX (these fields are Optional) shall enter by the Initiator and click
Submit Button.

• Sample Manager Approval Service Provider.

• Registration of Project: Enter the relevant details i.e Name,Unique Code,Description and
Click Submit Button.

• Sample Manager Approval Project.

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• Registration of Sampling Record Template: Select of Sample type from the Drop
down list and click GO button .Select No of Sections and from sections select
Table/Text Area and from table report wizard select no of Rows and Columns, front
size, font an dtable margins and drag the given field names to the selected columns for
Sampling record template and click Submit button .If required to copy any existing
Sampling Record template click Popup button and select the required Sampling
Record Template at Copy sampling Record Template From.

• Sample Manager Approval Sampling Record Template.

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• Registration of Group Name: Enter the relevant details i.e name and Description and
click Submit button.

• Registration of Test Plan Assignment : Select the required Test Plan and click Next
button and select the Plant and click Submit Button.

• Registration of Test Plan Comments: Click on the Product/Material Popup icon.The

pop-up window shows list of product/materila Code,Product/Material Name.then
select the required product Radio button and then click Ok button.Then enter Unique
Code Change ControlNo., Reference No. and Number of Sections for Writing
comments Click Submit button.

• Sample Manager Approval Test Plan Comments.

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Master Modification shall be done by the Initiator at Master

Sample Manager Approval Modify.

we have to select the Master which is to be required for modification then click the
hyper link which is in blue color of the “Master” to Modify.Then the master
Modification Initiation screen will display.

The relevant data shall be modify and enter the “Remarks/Reasons” and then click the
Submit button by the Initiator.

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If the approver approved then the revision number will be increased.

If the approver selected Drop option then the modification should not be considered and
it will be remain as is Initial.

If any modifications are required then the approver will select Return option then the
Object shall be sent for modifications to the “initiator”. Modity and enter the
Remarks/Reasons and then Click the Submit button by the Initiator.

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• Status Changes of Master:
• Masters Status Change shall be done by the Initiator at Master Sample manger Status Change under
this Status Change the Following Master are available (Product/master, Sample Type,Specification
ID,Work Sheet Field, Work Sheet, TestCategory, Test, TestPlan,Business Associate,Approved
Vendor,Group Name and Test plan Comments)

• For Status Change Of Master the List of Initiated -Approved Masters List will be Displayed in the
Active List (Which are in the Current Usage) and the Inactive (Which are not required for the Current
usage).

• Transfer of Masters: The approver Return the masters if the related initiator is unavailable or out
of Sattion then the reviwer/approver having the option to transfer to the available initiator.

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 THANK YOU !!!
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