1. 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.

2. 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.
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3. 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.
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4. 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.
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5. 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.
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6. 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.
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Context-Sensitive Help

7. 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
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8. 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.
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9. 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).
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10. 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.
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11. 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.
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12. 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.
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13. 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.
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14. 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.
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15. 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.
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