LabAutomation Handbook

Help & Support

Clear guidance for setting up a laboratory, managing requisitions and completing test records with confidence.

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Recommended sequence

From registration to report

  1. 1Register
  2. 2Set up masters
  3. 3Create requisition
  4. 4Add items
  5. 5Assign tests
  6. 6Record & report
01

Getting started

Registration and activation

A laboratory begins with a registration application. Registration records the organisation and primary contact; activation creates the first laboratory login after approval.

  1. Submit the application.Open Register Laboratory, enter the laboratory, address, contact and accreditation details, then submit.
  2. Wait for platform review.The Platform Administrator may approve, request a correction or reject the application with a reason.
  3. Activate the account.After approval, use Activate Lab Account with the application number and registered administrator email to set the first password.
  4. Sign in.The activated user becomes the Laboratory Administrator and can complete the laboratory profile and create the working team.
Keep these details: application number, registered administrator email and tenant code. They make account and support requests much easier to trace.
02

Access control

Subscription and laboratory access

Subscription is maintained for the laboratory as a whole, not separately for each user. New laboratories begin with a time-limited trial.

While access is enabled

Authorised users can create requisitions, maintain items and tests, record observations and produce reports according to their roles.

When access becomes read only

Users can still sign in, inspect existing records, print reports and maintain the laboratory profile, but data-changing requests are blocked.

Open Subscription to see the plan, status and applicable dates. Until online payment is introduced, the Laboratory Administrator should contact the Platform Administrator for renewal or correction.

03

People and responsibility

Users and roles

The Laboratory Administrator creates users from Users & Roles. Give each person only the role required for their normal work; managers can supervise technician work without sharing credentials.

RoleTypical responsibility
Platform AdministratorApproves laboratories, manages subscriptions and maintains global setup.
Laboratory AdministratorMaintains profile, users and roles, and can perform laboratory management and testing work.
Laboratory ManagerStructures requisition items, components and assigned tests, assigns work and supervises records.
ReceptionRegisters incoming requisitions and maintains intake information.
EngineerUses technical utilities and participates in test recording and review where authorised.
TechnicianOpens assigned items and records or updates laboratory observations.
ViewerReviews available requisitions and outputs without laboratory recording responsibility.
Good practice: create a separate login for every person. Do not use one shared technician or administrator account.
04

Prepare once, reuse often

Requisition master setup

Requisition Master holds reusable laboratory definitions. Complete the relevant masters before creating routine requisitions.

  • ProjectsThe work, contract or scheme against which requisitions and analytics are grouped.
  • PartiesClients and contractors used in requisitions, reports and forwarding letters.
  • Material typesGSB, WMM, DBM, concrete cubes and other laboratory item categories.
  • Test typesThe tests that may be assigned, including their code references and category.
  • Framework componentsReusable constituent definitions for material types that genuinely require components.

Master changes affect future setup choices. Existing requisition records retain their own saved information and should not be casually restructured.

05

Receive the work

Create and manage a requisition

  1. Create the requisition header.Select the client, contractor and project; record the requisition date, client reference and description.
  2. Confirm the generated number.Requisition numbers are generated separately for each laboratory and calendar year.
  3. Open Details.This becomes the working page for items, components, tests, records and reports.
  4. Edit when necessary.Use the requisition Edit action for header corrections. Structural changes belong to the appropriate item, component or test action.
Empty requisitions: a requisition may be deleted when it has no items. Once laboratory work is attached, preserve the audit trail and correct the relevant record instead.
06

Describe what was received

Items and components

What is an item?

An item is the material, layer, mix or specimen group being tested. One requisition may contain one item or several, such as BM, DBM and BC, or multiple concrete specimen groups.

What is a component?

A component identifies a constituent or source material whose identity matters to testing or reporting: aggregates in concrete mix design, binder in bituminous mixes, or a separately tested aggregate fraction.

Add a component only when: the test applies to that constituent, its source/proportion must appear in the report, or the workflow specifically asks the user to select a component.

Do not create aggregate components merely to store individual sieve analyses for BM, DBM, BC, WMM or DLC blending. Their proportions belong to the blend record and the item receives the resulting single gradation.

07

Define and perform the work

Assign and record tests

  1. Assign the item.Select the responsible Manager, Technician or Administrator when an item needs a named owner. Unassigned work remains available to authorised supervisors.
  2. Add the required test.Choose the Test Type and decide whether it applies to the whole item or to a particular component.
  3. Open Record.The Record action routes to the correct observation sheet, utility or component-selection page for that test.
  4. Review calculated values.Simulation assists data preparation; the technician remains responsible for checking observations, sample identity, date and calculated result.
  5. Append or save.Append creates the first persisted test record. Opening an existing record and saving updates that record rather than silently adding another.

A test stays Pending until the records required by that assignment are present. Component-based tests may require a record for every applicable active component.

Record protection: tests and components referenced by saved records cannot be casually removed. Delete or replace the dependent record through its proper action first.
08

Repeatable laboratory work

Samples and simulations

Where a client submits multiple samples for the same assigned test, set the required sample count and append each sample under that assignment. Reports group multiple samples under one test heading when a matrix presentation is suitable.

  • Next SimulationProduces another indicative dataset while retaining user-controlled targets and identifying information where applicable.
  • Append RecordSaves the reviewed simulation as a laboratory record.
  • EditReopens all observations, including internally calculated or graph-supporting rows needed for a valid recalculation.
  • DeleteRemoves the complete selected test record and its dependent readings after confirmation.

Simulation is a preparation aid, not a substitute for observations made during the test. Replace indicative values with the actual laboratory readings before final reporting.

09

Issue and retain results

Reports, record sheets and forwarding

Test report

Presents final results in the laboratory reporting format. Use item-wise reporting when only one material is being issued, or combined reporting where the requisition calls for it.

Record sheets

Present the saved observation and calculation sheets for office record, grouped by test type without simulation controls or editable inputs.

Set the report date and authorised signatory before printing. Laboratory profile headers and logo flow into reports automatically.

Forwarding letters

Create a forwarding letter for completed requisitions belonging to the same client/project and contractor. Select eligible requisitions, set the letter date and recipient, add copy-to details and include the account summary when tests are chargeable.

10

Prepare before recording

Standalone utilities

Utilities let technicians understand, simulate and refine datasets before working inside a requisition. Available tools include concrete mix design, blending/recast, Marshall composition, Proctor compaction, CBR and Atterberg limits.

Important distinction:a standalone utility does not create a requisition test record. To save reportable work, open the assigned test from the requisition and use its Append Record action.
11

When something does not look right

Troubleshooting and support

I cannot create or save a record

Open Subscription first. An expired trial, ended grace period or suspended subscription places the laboratory in read-only mode. If access is enabled, confirm that your role permits the requested task and that the item is assigned appropriately.

A test still shows Pending

Confirm that the record was appended, not merely simulated. For component-based tests, check whether every applicable component has its required record.

I forgot my password

Use Forgot password? on the login page, enter the exact registered user email and follow the one-time reset link delivered by LabAutomation.

A button or menu is not visible

Your role determines the available actions. Scroll the menu area independently; account and Logout controls remain fixed at the bottom of the sidebar.

What should I provide when requesting support?

Provide the laboratory tenant code, requisition number, item name, test type, page address, the action attempted and the exact message shown. Never send passwords or App Passwords.