Preset groups

You can implement different combinations of Presets to be used for different case types (i.e. Presets for exome may be different from Presets for genome) as defined by your SOPs to further streamline case review.

The combination of Presets is referred to as a Preset group.

Select a Preset group to display in the case

Preset group selection is available in the Case info screen of the Add new case flow while creating or editing a case.

Where can I manage Preset groups? (34.0+)

To manage filter Preset groups, navigate to Settings > Organization Settings > Lab Workflow:

Preset groups

From here, you can create (from Presets/from a JSON file, edit, hide/unhide and download Preset groups as needed.

Default Preset group

Here, you can set a Preset group as default, so it will be used unless another Preset group is selected during case creation.