Workflows in LIMS Basics can be started for multiple records at once, if applicable. For example:
- Cancel
- Reactivate
- Reject & Invalidate
- Reject in Progress
- Review / Approval for Spec Ex or Sample
From Spec Ex Record
To start a multi-record workflow from a spec execution record:
Open the applicable section of the spec execution record (for example, Samples or Tests) and click Show in Tab.
Select Start Workflow from the All Actions menu.
Select the applicable workflow and click Continue.
If applicable, provide any required information (for example, a Reviewer/Approver). Click Start.
From Object Listing
To start a multi-record workflow from an object listing:
Navigate to the object workflow and select Start Workflow from the All Actions menu.
All records available to start a workflow are automatically selected, but you should refine the selection to only those records you want to start a workflow for. Click Next.
Note There may be multiple pages of records.Select the workflow you want to start and click Next.
If applicable, provide any required information (for example, a Reviewer/Approver) and click Next.
Review the details and click Finish to start the workflow.
Complete Multi-Record Workflow Tasks
When you receive a notification to complete a multi-record workflow task, the records are displayed in an envelope and you should go through each record before completing your task.
From Home Page
If you click the link to a mulit-record workflow task from your Home page, you will be brought right to the multi-record envelope.
Click each record to go through them one by one.
From Notification Bell
If you click a link to a multi-record workflow task from the task notification bell, you will be brought to a single record in the envelope.
Click the You have an available task on an active multi-record workflow link to navigate to the multi-record envelope.
Click each record to go through them one by one.
