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BM: How to create a batch?

BM: How to create a batch?

SMBM-create batch.png

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Domain

SM

Tool

BM

User

 

Role

 


Genotyping Service Manager (GSM) and Batch Manager (BM)

Laboratory managers play a crucial role in overseeing and managing genotyping service requests. GSM and BM are powerful tools designed to streamline their workflow and ensure efficient handling of these requests. This guide provides lab managers with a detailed overview of the tool and its functionalities.

Creating a batch

Select request(s) from the GSM browser by ticking the image-20241015-012248.png checkbox of an approved request, Once done, click Create Batch. Users will be directed to Batch Manager > batch details.

image-20241010-013242.png

 

Review batch details

  1. Verify Request Information.

In the REQUESTS tab, carefully examine each request included in the batch.

The selected marker group(s)/Trait(s) are displayed as part of the essential request details in the data browser. You can also find this information summarized in the gray-shaded section

 

  1. Add More Requests.

If needed, use the "Add Request(s) to Batch" button to include additional eligible requests. Once done, on the upper right click Next. The users will be then directed to the next tab SERVICE & TECHNOLOGY.

 

Specify service and technology parameters

  1. Select Service provider, Technology, and Marker/Assay.

In the SERVICE & TECHNOLOGY tab, choose the appropriate (1) service provider, (2) technology from the provided drop-down menus, and (3) marker/assay if applicable.

  1. Choose Marker group(s) (Optional).

Select the desired marker panels from the available options and add them to the selected marker group(s). Once done, on the upper right click Next. The users will then be directed to the next tab PLATE LAYOUT.

 

For fixed Marker Groups, the markers and assays will be automatically chosen, and the selection feature will be inactive and unavailable.

 

A paginated view displays markers and assays, with the first 10 items shown initially. Users can access additional items by moving to subsequent pages.

 

 

Design plate layout

  1. Select Plate Size.

In the PLATE LAYOUT tab, specify the desired plate size. The system will automatically generate a corresponding plate layout, including a unique Plate Name.

  1. Assign Internal Controls.

If applicable, choose whether to include blank or positive controls by selecting from the "Internal Controls" dropdown menu. Click on individual plate wells to assign the selected control(s).

Internal Controls

Vendor Controls

Internal Controls

Vendor Controls

blank.png Blank

vendor.png Gray

positive.png Positive

 

  1. Determine Sample Arrangement.

Specify the desired sample arrangement in the "Plate Fill Direction" and preview the layout using the "Generate Plate Sample" button. The default plate sample orientation is Column.

  1. Submit Batch.

Once done, click Submit. A notification will confirm that the batch has been created successfully. The laboratory manager will be redirected to the Batch Manager data browser.