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

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Written by Satya Singh
Updated over 2 weeks ago

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

  • Create project-specific views for specific types of samples

Create a Labsheet from scratch

  • Expand left navigation

  • Click on Labsheets

  • From the Labsheet home page> click on the 'Create New' button at the top right corner

  • Opt for New Labsheet

  • This allows you to import any CSV/Excel you have and convert it into a Labsheet

  • Or you can start with a Blank Labsheet, and define your schema

  • Select your ID type and add the prefix for your Automated ID column (if selected)

  • Click on 'Add columns' to add new columns> put a header, and select the column type

  • Keep on adding columns based on your requirement. Once done > click on the Create button

Add new rows to your Labsheet

  • Open your selected Labsheets

  • Click on "Add multiple entries"

  • Enter the number of rows you want to add

Add new columns to your Labsheet

  • Open your selected Labsheets

  • Scroll right> click on the '+' icon

  • Add your column header> and select the column type

  • Click on the 'Confirm' button

Edit Column headers within your Labsheet

  • Within your Labsheet of choice> click on the dropdown option on the column header

  • Opt for the 'Edit' option

  • Update the header

Print labels for your cells, reagents, plasmids, and protein samples

  • Opt for the selected Labsheet

  • Click on the check boxes

  • That opens a floating toolbar for you

  • Opt for the print-like icon from the toolbar

  • Print your labels

Bulk update information related to a group of samples

  • Opt for the selected Labsheet

  • Click on the check boxes to select your samples

  • You can also drag-drop for bulk selection

  • Once selected, opt for the icon, second from the right side

  • Select the column that you want to bulk update

  • Set the value and confirm

Create cell Aliquots

  • Opt for the selected Labsheet

  • Click on the check boxes to select your samples

  • Select the test tube like icon

  • Enter the number of aliquots you want to create

  • Follow the instructions, and create your aliquots

  • You can select, same or a different Labsheet to store the aliquots created.

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

Create project-specific views for samples

  • From the Master view option, click the dropdown

  • Opt for 'New View'> Edit

  • Add a name to this specific view

  • Select the columns that you want to see within this view

  • Apply filters as required (Can be based on projects)

  • Hit the apply button

  • Close the modal> refresh your page> click on the dropdown beside Master view and access your specific subset

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