Admin Guide
Configuration, user roles, permissions, and result entry setup for XYROLIMS administrators.
1. Superuser
The highest-level administrator with system-wide control and overall configuration authority.
| Capability | Description |
|---|---|
| Admin management | Create, list, edit, disable, and manage admin accounts |
| Module assignment | Assign modules to control which admin sidebar areas each administrator sees |
| Analytics & activity | Activity list with filtering and export, including by branch where your deployment uses branches |
| Password management | Change own password |
2. Admin
Lab administrators who manage users, parameters, and oversee operations. System access is strictly controlled by module assignment.
| ID | Module | Capabilities |
|---|---|---|
| 1 | Customer List | View customer records |
| 2 | Data Entry | View data entry work lists |
| 3 | Lab Technician | View lab technician work lists |
| 4 | Department Head | View quality checker lists |
| 5 | Sample Collection | View sample collection lists, receive samples |
| 6 | User Management | Create, edit, view, disable lab staff accounts |
| 7 | Parameters | Create, edit, clone, delete test parameters across all departments |
| 10 | Equipment | Create and manage equipment records |
| — | Result Entry Config | Configure result entry fields and templates All Admins |
| — | Document & Terms | PDF document codes and document terms content All Admins |
Other capabilities are exposed when the corresponding module is assigned—for example stock listing (where enabled), standardization list views, enquiry and commercial document admin screens, quality and operations lists, and user reports. Your superuser or implementation team maps these to numeric module IDs in your environment.
3. Software User (Lab Staff)
Lab staff have role-based access. Each user is assigned one or more roles that determine what they can see and do within the operational workflow.
Data Entry
Enquiries, quotations, AMCs, approved commercial documents, registration, delivery notes, tax invoices, daily checks, and quality incidents (where enabled).
Sample Collection
Sample collection forms, client list, on-site measurements, and submission history.
Lab Technician
Work sheets, result entry, equipment checks, follow-ups, reagent/media preparation records.
Department Head
Data entry oversight, department addition requests, QC samples, lab technician form review, result approval, report generation and report list, equipment check approval (including failure analysis where used), media and reagent prep approvals, and sample disposal decisions.
4. Result Entry Configuration
Admins configure exactly how result entry forms behave. The robust architecture uses fields (reusable definitions) and templates (binding fields to test types).
Fields
Define key, label, type (text, decimal, date, select, file, etc.), option source (media, equipment, units), and validation rules.
Templates
Map a combination of (department, sample type, parameter, test method) to specific fields, dynamically generated at entry time.
Units
Maintain units, reorder them, and restore soft-deleted entries as needed.
Visibility rules
Control how fields behave in result entry, with ordering support alongside CRUD.
Activity history: An audit-style log records changes to result entry configuration so you can review who adjusted fields, templates, or related setup.
5. Parameter Management
Admins with the Parameters module manage three primary parameter catalogs: Chemistry, Microbiology, and Environmental.
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Extensive Metadata Sample type, test method, abbreviation, unit, detection limit, MOU, incubation temp, specification, media, price, duration.
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Clone Parameters Duplicate an existing parameter instantly for rapid multi-method catalog creation.
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Equipment Linkage Attach specific lab equipment to parameters to enforce calibration checks during testing.
Note: Parameter changes instantly affect Enquiry, Quotation builds, and Result Template resolutions.