Reagent Kit Lot Manifest for Batch Import

This section describes how to batch create reagent kit lot to the LIMS by importing a Reagent Kit lot list - a Microsoft® Excel® *.xls or *.xlsx spreadsheet file.

Requirements

• The reagent kit lot list must be in *.xls or *.xlsx format.

• The following column header names and its row position cannot be changed: Reagent Kit Name, Lot Name, Lot Number, Expires, Location, Notes and Lot Status.

• The following columns must be populated: Reagent Kit Name, Lot Name and Lot Number fields.

• The reagent kit name provided must correspond to a pre-existing and unique reagent kit in Clarity LIMS.

Updating of existing reagent kit lot information is currently not supported.

Create and Import a Reagent Kit Lot List

1. Download the reagent kit lot list template from the Configuration > Reagents page in Clarity LIMS.

2. Open the reagent kit lot list template.

   By default, the template contains the following information:

   • Column headers (Row 4)

     These headers must reference the names of the fields containing the information to capture for a reagent kit lot. Editing the column headers or creating additional headers will results in reagent kit lot manifest file import error.

3. Populate the columns with the information associated with the reagent kit lot. Enter the data starting from row 5 onwards.

4. Save the file and import it to reagent kits.

   The import process aborts, if the reagent kit lot list contains one of the following

   1. specifies a reagent kit name that does not exist in Clarity LIMS

   2. specifies a reagent kit name that has more than one reagent kits with the same name in Clarity LIMS

Column headers

Legend

• An asterisk indicates a *mandatory field.

• Regular font, without an asterisk, indicates an optional field.

The following column headers can be used in the sample list:

• *Reagent Kit Name —Specify the name of the reagent kit. When specifying a value for this column, verify it exists in the system already. For instance, you can specify Illumina DNA PCR-Free Prep as a value, provided this reagent kit is configured in the system.

• *Lot Name —Specify the name to use for this reagent kit lot. If there are duplicate lot names for the same lot number in the spreadsheet or already existed in the system, expect an error message. The message provides information on this error condition. No reagent kit lot is imported until duplicate names are resolved.

• *Lot Number —Specify the lot number of the reagent kit to use for this lot.

• Expires —Add an expiration date (Date format required) to this reagent kit lot number. Values for this column are optional. However, if Lot Status is set to Active or Archived for corresponding row that is missing value in Expires column, expect an error message. The message provides information on this error condition.

• Location —Add a storage locate to this reagent kit lot. Values for this column are optional.

• Notes —Add a description/note to this reagent kit lot. Values for this column are optional.

• Lot Status —Add a status to this reagent kit lot by selecting Pending, Active or Archived from the drop-down list. Empty value will be defaulted to "Pending" status.