Create a sample

A sample is an individually tracked biological or experimental entity with its own identity, workflow progress, events, files, and history.

Create an individually traceable sample with the correct type, identifiers, and operational context.

Create the record

1. Open Samples and select New sample.
2. Select the domain and species or other biological context.
3. Choose the workflow version when the sample will begin an independent execution.
4. Enter a unique name or identifier.
5. Add source, parent, batch, location, or other supported relationships.
6. Add notes and planned schedule.
7. Save the sample.

Batch-created samples

When samples belong to a shared batch, create or generate them from the batch workflow when that process is available. This keeps group context and sample identities connected.

Review the sample

Verify the selected workflow, schedule, initial state, identifiers, parent relationships, and files before execution. Print or attach the sample QR code only after confirming the correct record.

During execution

Use the sample page to complete protocol steps, record events, capture structured data, attach evidence, review alerts, and update supported lifecycle states.

Archival

Archive a sample when it is no longer active but its history must be retained. Record the reason and obtain any required approval or electronic signature.