Actions

LIMS Actions

To Add a New Action
  • Open one of the following windows: Samples, Inventory, Containers, or Workflows.
  • Click the Actions icon located on the toolbar. The “Actions” dialog box opens. This dialog box lists all of the Actions that are available to choose from within the Progeny database that you are currently logged in to.
  • Click ‘New’. The “New Action” dialog box opens.
  • Enter the information for the new Action.
  • In the Reactions pane, click ‘Add’ to open the “Reactions” dialog box and select the Reactions (CTRL-click to select multiple Reactions) that are to be carried out as part of the Action.
  • Optionally, in the Display Fields pane, click ‘Add’ to open the “Select Fields” dialog box and select the fields that are to display information when the Reaction is carried out.
  • Click ‘OK’ to close the “New Action” dialog box and return to the “Actions” dialog box. The Action is now added to the Progeny database.
To Edit an Action
  • Open one of the following windows: Samples, Inventory, Containers, or Workflows.
  • Click the Actions icon located on the toolbar. The “Actions” dialog box opens. This dialog box lists all of the Actions that are available to choose from within the Progeny database that you are currently logged in to.
  • Select the Action that you wish to edit, and then click ‘Edit’. The “Edit Action” dialog box opens. The dialog box displays the Action as it is currently defined. Modify the Action as needed, and then click ‘OK’ to save the modified Action.
To Set Security for an Action
  • Open one of the following windows: Samples, Inventory, Containers, or Workflows.
  • Click the Actions icon located on the toolbar. The “Actions” dialog box opens. This dialog box lists all of the Actions that are available to choose from within the Progeny database that you are currently logged in to.
  • Right-click on an Action, and select ‘Security Settings’ from the context menu that opens. The “Action Security” dialog box opens. This dialog box lists all the classes of users that have been created within the database that you are currently logged in to.
  • Modify the security for ‘All Users’ or for the different classes of users.
    • Delete? – Users can delete the Action.
    • Modify? – Users can modify the Action.
    • Read? – Users can carry out the Action.
Setting an Action as a Default Action

If needed, you can set an Action to be your default Action. A default Action is initiated every time that you open the Scan window from the Progeny main window toolbar. A default Action is very similar to a hotkey for an Action; however, you do not have to remember specific keystrokes for carrying out the Action.

To set an Action as a default Action:

  • Open one of the following windows: Samples, Inventory, Containers, or Workflows.
  • Click the Actions icon located on the toolbar. The “Actions” dialog box opens. This dialog box lists all of the Actions that are available to choose from within the Progeny database that you are currently logged in to.
  • Right-click on the Action that is to be your default Action, and select ‘Default Action’ from the context menu that opens. The Action is marked with a black check mark in the “Actions” dialog box.
Specifying Action Barcode Settings

When you create an Action, you have the option of specifying a barcode for the Action. When you scan this barcode into Progeny or manually enter the barcode into the Scan window, the Action is initiated. A very typical use for Action barcodes is to create a “cheat sheet,” which is essentially a piece of paper that contains labels, with each label having one Action barcode printed on it. You can scan the barcodes on these labels to minimize your dependency on manually entering information to carry out a procedure in Progeny LIMS.

To specify Action barcode settings

  • Open one of the following windows: Samples, Inventory, Containers, or Workflows.
  • On the window main menu, click Actions > Action Barcode Settings. The “Action Barcode Settings” dialog box opens.
  • Specify the print settings for your Action barcodes, and also indicate if Progeny is to use your system’s default printer to print the barcodes.
  • Once the Label settings have been configured the user can then click the Actions icon located on the toolbar. The “Actions” dialog box opens. This dialog box lists all of the Actions that are available to choose from within the Progeny database that you are currently logged in to.
  • For each Action barcode that is to be printed on a label, right-click on the appropriate Action, and then select ‘Print Barcode’ from the context menu that opens. The barcode is printed according to the settings that you specified in Step 3.
Updated on March 5, 2018

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