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Onboarding SOP #1 - How to create, edit, and record details within Labsheets

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Written by Satya Singh

Overview

This is an overview of how we can create, edit and record details within Labsheets for managing samples (reagents, cells, primers, plasmids, proteins, etc). By following this SOP, you will be able to:

  • Create a Labsheet from scratch

  • Add new rows to your Labsheet

  • Add new columns to your Labsheet

  • Edit Column headers within your Labsheet

  • Print labels for your samples

  • Bulk update information related to a group of samples

  • Create cell Aliquots

  • Assign location to your samples

  • Create project-specific views for specific types of samples.

Create a Labsheet from scratch

  1. Expand the left navigation panel.

  2. Click on Labsheets.

  3. On the Labsheet home page, click “Create New” (top-right corner).

  4. Select “New Labsheet”.

  5. Choose one of the following options: Import a CSV or Excel file to convert it into a Labsheet (or) Start with a blank Labsheet and define your schema

  6. Select your ID type.

  7. If using automated IDs, add a prefix for the ID column.

  8. Click “Add Column” to create new columns.

  9. For each column: Enter a column name and select a column type

  10. Continue adding columns based on your requirements.

  11. Once done, click “Create” to create the Labsheet.

Add new rows to your Labsheet

  1. Open your selected Labsheet.

  2. To add a single row: Click “Add Entry”

  3. To add multiple rows: Click "Add Multiple Entries"

  4. Enter the number of rows you want to add.

  5. Confirm to create the new rows.

Add new columns to your Labsheet

  1. Open your selected Labsheet.

  2. Scroll to the right side of the table.

  3. Click on the “+” (Add Column) icon.

  4. Enter the column name.

  5. Select the column type.

  6. Click “Add Column” to create it.

Check the following articles to learn about the Labsheet column types:

Edit Column headers within your Labsheet

  1. Open your selected Labsheet.

  2. Click on the dropdown menu in the column header.

  3. Select the “Edit” option.

  4. Update the column name (header).

Print labels for your samples

  1. Open your selected Labsheet.

  2. Select the required row(s) by clicking the checkbox.

  3. A floating toolbar will appear.

  4. Click on the print icon in the toolbar.

  5. Choose from the available printing options.

  6. Select the column details you want to include in the label.

  7. Proceed to print your labels.

Bulk update information related to a group of samples

  1. Open your selected Labsheet.

  2. Select the rows using the checkboxes on the left.

  3. You can also drag to select multiple rows quickly.

  4. Once selected, a floating toolbar appears.

  5. Click on “Bulk Update”

  6. Select the column you want to update.

  7. Enter the value for that column.

  8. Click on “Update” to apply the changes.

Create cell Aliquots

  1. Open your selected Labsheet.

  2. Select the sample(s) by clicking the checkbox.

  3. A floating toolbar will appear.

  4. Click on the test tube (Aliquot) icon.

  5. Enter the number of aliquots you want to create.

  6. Follow the on-screen instructions.

  7. Choose where to store the aliquots: Same Labsheet (or) A different Labsheet

  8. Click Confirm to create the aliquots.

  9. Make sure you have a 'Parent' and 'Child' column within Labsheet to automatically present the chain of custody.

Assign location to your samples:

  1. Open your selected Labsheet.

  2. Select the sample(s) using the checkboxes.

  3. A floating toolbar will appear.

  4. Click on the location icon.

  5. In the Locations modal, choose the location source:

    • Add New Location

    • Existing Location

  6. If adding a new location:

    • Select the Location Type

    • Enter the location name

  7. If using an existing location:

    • Click “Browse locations”

    • Select the required location

  8. Click “Move items” to assign the location.

Create project-specific views for samples

  1. Click the dropdown next to Master View.

  2. Select “New View” and click Edit View Info.

  3. Enter a name for your new view.

  4. Choose the columns you want to display.

  5. Apply filters as needed (e.g., by project).

  6. Click “Apply” to save the configuration.

  7. Close the modal.

  8. Refresh the page.

  9. Open the Master View dropdown and select your new view.

Check the following articles to learn about the Labsheet views:

Conclusion

With Labsheets, you now have everything you need to start organizing your lab samples with confidence; no prior setup experience required. From creating your first Labsheet to printing labels and tracking aliquots, each element is designed to keep things simple and intuitive.

The more you explore, the easier managing your lab data will become!

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