Content

Worksheets Workbook Maintenance Private Workbooks (My Workbooks) Global Template Maintenance Worksheets Controls Private Template Maintenance Worksheets Controls Historical Worksheets

 

Worksheets	Top

Worksheet SDIs (LV_Worksheet SDC) can be maintained through the Worksheet List page, which is accessible at the LIMS → ELN → Worksheets tramstop.

Button	Description
Add	This functionality is the same as the "Add" button in the Worksheet Manager, except the "Current Workbook" choice is not available in the dropdown (the current Workbook is the current User's Workbook).
Edit	Opens the Worksheet in the Worksheet Manager.
List Control
Copy View Delete	"Copy" functionality is the same as the "Copy" button in the Worksheet Manager. "View" and "Delete" are standard operations for SDI List pages.
Add Contributor(s)	Assign contributors to the selected Worksheets. Select one or more Worksheet(s) and click "Add Contributor(s)", the User lookup page opens. Choose the Users you want to add as contributors to the selected Worksheets.

 

Workbook Maintenance	Top

Workbook SDIs (LV_Workbook SDC) are maintained through the Workbook List page, which is accessible at the Lab Admin → ELN/LES → Workbooks tramstop, and LIMS → ELN → My Workbooks (for User specific Workbooks).

Button	Description
Add	Opens the "Add Workbook" Maintenance page. The "Identifier" of the Workbook SDI is automatically generated by the system. You must enter a "Description". Field Description Owner Workbooks do not require an "Owner", as the "Owner" does not define any special privileges with regard to Workbook administration. As shown in ELN Introduction → Example Worksheet, a default Workbook is automatically created for each User upon initially entering the Worksheet Manager, and that User is the "Owner" of that Workbook. If you want this Workbook to be owned by a specific User, choose an "Owner" by selecting a User from the Lookup. This User will be the "Owner" of the Workbook. NOTE:   When adding a Workbook using the LIMS "My Workbooks" Tramstop, "Owner" defaults to the current User and is not editable. Status Sets the Status of the Workbook. Note that this is not an automatic transition based on an event, i.e., you must set it manually. This is the basic Workbook life cycle: Status Description InProgress "InProgress" is the Status of the Workbook when it is first created. Initially, Workbook Status is set to "InProgress" as shown above. After saving the page, the read-only field becomes a dropdown list from which you can select the Status. Complete "Complete" indicates the following conditions: • New Worksheets cannot be added to the Workbook. • Existing Worksheets cannot be modified. Notes are currently the exception, but this may change in the future when additional ELN Policy settings are added to define the scope of Notes maintenance. • When marking a Workbook as "Complete", all Worksheets must be "Complete" or "Cancelled". Cancelled The description of "Cancelled" is the same as "Complete", with the exception that a Workbook can be marked as "Cancelled" even if it contains incomplete and un cancelled Worksheets. Worksheet Templates Determines the set of Worksheet Templates presented to a User when creating a new Worksheet in a Workbook. Option Description All Makes all Templates available. Restricted After saving the Workbook form, the "Worksheet Templates" detail is rendered. Choosing "Restricted" restricts available Templates to those specified in this detail. When selecting a Template during Worksheet creation, available Templates are listed (in the dropdown list) in the same order as defined here. This lets you list more frequently used Templates first. If the previously used Template is not provided as the default, the first Template listed serves as the default.
Edit	Opens the "Add Workbook" Maintenance page (above). NOTE:   When editing Workbooks using the LIMS "My Workbooks" Tramstop, "Owner" and "Status" are not editable.
List Control
Copy View Delete	These are the standard "Copy", "View", and "Delete" operations for SDI List pages.
Add Worksheet	Opens the "Add Workbook Worksheet" dialog, which lets you define a new Worksheet that will be added to this Workbook. Provide the name of the new Worksheet and select the Worksheet Template to use. Field Description Add to Workbook The Worksheet will be added to the Workbook chosen here. You can choose a Workbook using the lookup or by changing the dropdown to "Another Workbook", which also opens a lookup page for selection. Worksheet Template All Worksheets must be based on a Worksheet Template (see Introduction to Templates). Accordingly, select the Worksheet Template to use. When adding a Worksheet in the LIMS → ELN tramline, both your Private Templates and the Global Templates are shown in the dropdown. LES Templates and any Restricted Templates are not shown. New Worksheet Name Enter a unique name for the Worksheet (unless the Worksheet is automatically named using the AutoNameTemplate Worksheet Option). Optionally, choose to require Worksheet Name uniqueness across all Worksheets, globally, or just within the same Workbook. See ELN Policy → Worksheet Name Uniqueness property for more information. The new Worksheet opens in the Worksheet Manager.
Other Tasks
Export	Exports the Workbook SDI using the Configuration Management Tools (see Configuration Management Tools → CMT Transfer).

 

Private Workbooks (My Workbooks)

View and manage your own Workbooks (Workbooks assigned to the current User) using the LIMS → ELN → My Workbooks tramstop. From the My Workbook List page, you can Add new, or make changes to existing Workbooks.

Administrator privileges are required to "Complete" or "Cancel" a User specific Workbook.

 

 

Global Template Maintenance	Top

Worksheets

Global Templates for Worksheets are maintained through the Worksheet Templates List page, which is accessible at the Lab Admin → Worksheet Templates tramstop. This page shows all Global and Private Worksheet Templates. 

Button	Description
Add	Opens the "Add Global Worksheet Template" dialog, which lets you define a new Global Worksheet Template. For the "New Template Id", provide an identifier that will be used internally by the system. Provide a "New Template Name" that will be used to identify the Template in the user interface (it will appear in the "Template" column of the Worksheet Templates List page).
Edit	Opens the new Template in the Worksheet Manager, where options and privileges can be defined in the Detail Panel. Global Worksheet Templates are Versioned. As such, "New Version" and "Approve Version" buttons are added to the Worksheet Manager Toolbar. For details concerning SDI Versioning, see Concepts of SDI Versioning and Approval. Global Templates provided by LabVantage in the OOB configuration are "Core" Templates. "Core" Templates cannot be edited.
List Control
Copy View Delete Manage Categories	"Copy" creates a copy of the selected Template. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. "View", "Delete", and "Manage Categories" are the standard operations for SDI List pages.
Save As Global	Promotes a Private Template to a Global Template. This opens the "Save As Global" dialog. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. This saves the Template as a "Global Template" in the Lab Admin → ELN/LES → Worksheet Templates tramstop.
Add Contributor(s)	Add contributors to the selected Worksheet Template(s). Select one or more Worksheet Template(s) and click "Add Contributor(s)", the User lookup page opens. Choose the Users you want to add as contributors to the selected Worksheet Templates.
Other Tasks
Expire Version	Sets the Version Status of the selected Worksheet Template to "Expired". For details concerning SDI Versioning, see Concepts of SDI Versioning and Approval.
Export	Exports the Worksheet Template SDI using the Configuration Management Tools (see Configuration Management Tools → CMT Transfer).

The "Core" and "LES" columns identify the type of Worksheet Template:

	"Core" Worksheet Templates are identified by a black padlock in the "Core" column. Core Worksheet Templates are provided OOB and cannot be modified, as they may be upgraded in the future.
	LES Worksheet Templates are identified by a black checkmark in the "LES" column.

Controls

Global Templates for Controls are maintained through the Control Templates List page, which is accessible at the Lab Admin → ELN/LES → Control Templates tramstop. This page shows all Global and Private Control Templates. 

Button	Description
Add	Opens the "Add Global Control Template" dialog, which lets you define a new Global Control Template. For the "New Template Id", provide a system identifier for the Control. Provide a "New Template Name" that will be used to identify the Template in the user interface (it will appear in the "Template" column of the Worksheet Templates List page). Choose the "Control Type" on which this Template will be based.
Edit	Opens the new Template in an abbreviated version of the Worksheet Manager, where options and configuration can be defined in the Detail Panel. Global Control Templates are Versioned. As such, "New Version" and "Approve Version" buttons are added to the Worksheet Manager Toolbar. For details concerning SDI Versioning, see Concepts of SDI Versioning and Approval. Global Templates provided by LabVantage in the OOB configuration are "Core" Templates. "Core" Templates cannot be edited.
List Control
Copy View Delete Manage Categories	"Copy" creates a copy of the selected Template. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. "View", "Delete", and "Manage Categories" are the standard operations for SDI List pages.
Save As Global	Promotes a Private Template to a Global Template. This opens the "Save As Global" dialog. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. This saves the Template as a "Global Template" in the Lab Admin → ELN/LES → Worksheet Templates tramstop.
Other Tasks
Expire Version	Sets the Version Status of the selected Control Template to "Expired". For details concerning SDI Versioning, see Concepts of SDI Versioning and Approval.
Export	Exports the Control Template SDI using the Configuration Management Tools (see Configuration Management Tools → CMT Transfer).

The "Core" column identifies the type of Control Template:

"Core" Control Templates are identified by a black padlock in the "Core" column. Core Control Templates are provided OOB and cannot be modified, as they may be upgraded in the future.

Sections

Global Templates for Sections are maintained through the Section Templates List page, which is accessible at the Lab Admin → ELN/LES → Section Templates tramstop. This page shows all Global and Private Section Templates. Section Templates can contain one or more Sections and one or more Controls making it easier to add multiple pre-configured Sections or Controls at once.

Button	Description
Add	Opens the "Add Global Section Template" dialog, which lets you define a new Global Section Template. For the "New Template Id", provide a system identifier for the Section. Provide a "New Template Name" that will be used to identify the Template in the User interface (it will appear in the "Template" column of the Section Templates List page).
Edit	Opens the new Template in an abbreviated version of the Worksheet Manager, options and configuration can be defined in the Detail Panel. Global Section Templates are Versioned. As such, "New Version" and "Approve Version" buttons are added to the Worksheet Manager Toolbar. For details concerning SDI Versioning, see Concepts of SDI Versioning and Approval. Global Templates provided by LabVantage in the OOB configuration are "Core" Templates. "Core" Templates cannot be edited.
List Control
Copy View Delete Manage Categories	"Copy" creates a copy of the selected Template. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. "View", "Delete", and "Manage Categories" are the standard operations for SDI List pages.
Save As Global	Promotes a Private Template to a Global Template. This opens the "Save As Global" dialog. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. This saves the Template as a "Global Template" in the Lab Admin → ELN/LES → Section Templates tramstop.
Other Tasks
Expire Version	Sets the Version Status of the selected Section Template to "Expired". For details concerning SDI Versioning, see Concepts of SDI Versioning and Approval.
Export	Exports the Section Template SDI using the Configuration Management Tools (see Configuration Management Tools → CMT Transfer).

The "Core" column identifies the type of Control Template:

"Core" Section Templates are identified by a black padlock in the "Core" column. Core Section Templates are provided OOB and cannot be modified, as they may be upgraded in the future.

 

 

 

Private Template Maintenance	Top

Worksheets

Private Templates for Worksheets are maintained through the My Worksheet Templates List page, which is accessible at the LIMS → ELN → My Worksheet Templates tramstop. 

Button	Description
Add	Opens the "Add User Worksheet Template" dialog, which lets you define a new Private Worksheet Template. Provide a "New Template Name" that will be used to identify the Template in the user interface.
Edit	Opens the new Template in an abbreviated version of the Worksheet Manager, where options and privileges can be defined in the Detail Panel.
List Control
Copy View Delete	"Copy" creates a copy of the selected Template. After providing a new name, clicking OK issues a confirmation that the Private Template has been created. "View" and "Delete" are the standard operations for SDI List pages.
Save As Global	Promotes the Private Template to a Global Template. This opens the "Save As Global" dialog. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. This saves the Template as a "Global Template" in the Lab Admin → ELN/LES → Worksheet Templates tramstop.

Controls

Private Templates for Controls are maintained through the My Control Templates List page, which is accessible at the LIMS → ELN → My Control Templates tramstop. 

Button	Description
Add	Opens the "Add User Control Template" dialog, which lets you define a new Private Control Template. Provide a "New Template Name" that will be used to identify the Template in the user interface. Choose the "Control Type" on which this Template will be based.
Edit	Opens the new Template in an abbreviated version of the Worksheet Manager, where options and privileges can be defined in the Detail Panel.
List Control
Copy View Delete	"Copy" creates a copy of the selected Template. After providing a new name, clicking OK issues a confirmation that the Private Template has been created. "View" and "Delete" are the standard operations for SDI List pages.
Save As Global	Promotes the Private Template to a Global Template. This opens the "Save As Global" dialog. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. This saves the Template as a "Global Template" in the Lab Admin → ELN/LES → Control Templates tramstop.

Sections

Private Templates for Sections are maintained through the My Section Templates List page, which is accessible at the LIMS → ELN → My Section Templates tramstop. 

Button	Description
Add	Opens the "Add User Control Template" dialog, which lets you define a new Private Control Template. Provide a "New Template Name" that will be used to identify the Template in the user interface. Choose the "Control Type" on which this Template will be based.
Edit	Opens the new Template in an abbreviated version of the Worksheet Manager, where options and privileges can be defined in the Detail Panel.
List Control
Copy View Delete	"Copy" creates a copy of the selected Template. After providing a new name, clicking OK issues a confirmation that the Private Template has been created. "View" and "Delete" are the standard operations for SDI List pages.
Save As Global	Promotes the Private Template to a Global Template. This opens the "Save As Global" dialog. After providing a new identifier and name, clicking OK issues a confirmation that the Global Template has been created. This saves the Template as a "Global Template" in the Lab Admin → ELN/LES → Section Templates tramstop.

 

Historical Worksheets	Top

Worksheets with a status of "Complete" or "Cancelled" move to the "Historical Worksheet List" page at the LIMS → ELN → Historical Worksheets tramstop.

Button	Description
Edit	Opens the Worksheet in the Worksheet Manager. Note that the Worksheet Status can be Reverted to InProgress.
List Control
View Delete	These are the standard "View" and "Delete" operations for SDI List pages.