General System Navigation Core LIMS Training: General System Navigation Here are just a few slides that highlight key navigation elements to help you get oriented to common pages in Core LIMS. Click on a slide whenever you are ready to move to the next page.

Logging In You will receive a web address to access your system from an internet browser – be sure to bookmark the site in your favorites list An initial username and password may either be set up by your system administrator or Core may be integrated with your LDAP database that contains your corporate username and password The point of entry to Core LIMS is the login page. Enter the username and password your administrator supplies to you. Unless passwords are being managed outside of the LIMS, you will be able to change your password after you login later. CONFIDENTIAL

System Home Page To return to this system home page from any page, select the Home menu From the home page, there will be tiles representing all the applications that you have access to Click on a an tile to go to that application home page Hover over a tile to see a description for the application After logging in, you will be taken to the main system home page. This page will usually have colored gadget tiles that you can click on to navigate to various applications in the system that you have access to. If you need to return to this page, click on the Home Menu in the upper left corner from any page in the system. CONFIDENTIAL

Special Tile: Core LIMS Today Feed Type in the box to make a public announcement – users who follow you will see the comment in their Updates list below Recent Activity is summarized in the Core LIMS Today tile on the system home page – click on the tile to see details Convenient hyperlinks to recently published experiments or registered samples After logging in, you will be taken to the main system home page. This page will usually have colored gadget tiles that you can click on to navigate to various applications in the system that you have access to. If you need to return to this page, click on the Home Menu in the upper left corner from any page in the system. CONFIDENTIAL

Special Tile: My Queues Tile Click on the tile with a Folder icon on the system home page to see a summary of queues you are associated to – a quick way to find the work you need to do Click on a specific queue title to see the details Another special gadget tile on the system home page is the My Queues tile. It has a folder icon. If you click on the tile you will see a list of all the queues that you are added to. If you click on a queue name, you will be taken to the queue record which has a list of all the sample lots that are waiting to be processed. CONFIDENTIAL

Common Navigation Elements User Menu Application-Specific Menus – will change depending on which application you are currently in Page Title – Indicates where you are in the system Help Menu Application Menu Multi-Tennant Account Quick Find System Messages – green checkmark indicates no errors; click on icon to see details Tree Viewer Panel Center Pane – where records and dashboards will be displayed This slide shows where the common buttons, menus, and other navigation elements are laid out on the screen in the LIMS. CONFIDENTIAL Context-Sensitive Help

Viewing the Tree Viewer Panel The Tree Viewer Panel is located to the left side of every page It can be minimized to increase the available space in the center pane The Tree Viewer panel is useful when you want to visualize the hierarchal relationships between records (such as Inventory locations or ELN notebooks) Some Drag and Drop functions between tree objects and the center pane are supported Click on either right facing arrow heads to expand the Tree Viewer Click + or – buttons to expand or collapse the Tree Viewer sections Click on an object or folder to open a record in the center pane on the right The tree viewer panel on the left holds several folder explorer sections to help you find records you need. It can be easily expanded or collapsed as you need to give more space for viewing the main panel. Click on left facing arrow head to minimize the entire Tree Viewer CONFIDENTIAL

Tree Viewer Sections Core LIMS section is where the inventory location hierarchy is displayed Core ELN section shows public and private notebooks and templates Core SDMS section is another way to find and view attached files Use the Like Icon on records to bookmark pages in the Favorites section The History section is a quick way to return to pages you have viewed in the last 2 weeks This slide explains the different sections that are within the tree viewer panel and what they are used for. CONFIDENTIAL

Application Menu Depending on the license and any custom applications that you might later make, Core LIMS is divided into several applications which have toolbars with functionality related to those applications Applications can be accessed from the application menu located in the upper right corner of every page Customized to each user - will only display all the applications available to you Can be used to navigate between applications directly (without having to go through system home page tiles) Changing applications will automatically change the Application-Specific menus on the left side of the page LIMS administrators can set your default application by editing your Employee Details record Admins can also configure their own custom applications The application menu is up in the upper right corner of the screen. It is used to navigate between different applications directly (so you don’t have to go through the tiles on the system home page). CONFIDENTIAL

Help Menu Located in the upper right corner of every page between User and Application menus Access to Online Documentation and submitting support tickets (for LIMS administrators) Tip: Use the Search box to find help content This slide shows some of the menu items in the help menu which is also in the upper right corner of the screen (between the application menu and the user menu). You should also note that there is a search feature in the online help that can help you find the information you need faster. CONFIDENTIAL

User Menu Located in the upper right corner of every page near Help and Application menus Can logout here or close your Web Browser Access to My Account page – this is your Employee Details page, but has some features of interest to you Admins only will have shortcut to Main Administration Panel page The user menu will give you a menu shortcut to your My Account page. This is your user record. You can edit this record to change your password. CONFIDENTIAL

My Account Page Shows Page Elements Previous record in the database Title tells you where you are in the system Record identifiers Common operations on a record Barcode Entity Type Menu Links to related pages or reports are customizable Comments, Like, & Follow Icons Data for the record General attributes (common to all records) are in the top attributes section Attributes (data fields) that are specific to a record type are listed in below This slide shows you how most records in the Core LIMS are generally laid out. CONFIDENTIAL

More Common Page Elements Associations are links to other existing records Each association can be expanded to view the data from the linked records Record history in Events section As you scroll down the record, links to associated records and key events for the record will be displayed. CONFIDENTIAL

Action Tool Bar Edit – will unlock the editable fields for editing (if you have permission) Copy – quick way to pre-populate a new record with similar data to reduce data entry effort (not supported for all record types) Files – view or attach any type of electronic document related to the record; it will be colored red and list a number if there are currently files attached to the record Search – will open a search page with fields that are relevant to the type of object you are viewing Locate – shows the location history of the record; most useful for record types that you want to track the location for (like containers) ELN – transfers data to an electronic laboratory notebook On every record details page the Action Tool bar is at the top right of the record. This allows you to switch the record from a read only view to an editable form, navigate to a search page, attach files to a record or other key functions. CONFIDENTIAL

Smart Table is Powerfully Interactive The Smart Table is a common element used in many places in the system: List All Menus Returns from queries Associations in Details pages Reports Columns can be reordered by dragging and dropping or hidden entirely Data can be filtered on the fly to focus on key records Use control or shift keys to highlight rows that can be sent to List Functions pages so that you can perform actions on a set of records The Smart table is used in many interfaces in Core LIMS so it is worth mentioning some of its features. It allows users to interactively change their view and filter data on the fly. This allows users to quickly focus on key data and quickly push those records to the next actions in their workflow. CONFIDENTIAL