Workflow Map
The end-to-end laboratory operational pipeline, from initial customer contact to final report delivery.
XYROLIMS follows a structured, modular workflow ensuring strict traceability. Each step is assigned to the appropriate role (Data Entry, Sample Collection, Lab Technician, Department Head, or Admin).
Initiation
Enquiry & QuotesApproval
Work OrdersSamples
Collection & RegExecution
Result EntryQuality
Review & ApproveDelivery
Reports, DN & invoiceDetailed Step-by-Step
1. Enquiry
Data Entry staff creates an enquiry for a customer. Departments (Chemical, Microbiology, Environmental) are selected. Project name and contact details are captured.
2. Quotation / AMC
A quotation or AMC is built referencing the enquiry details. Test parameters, location, sample types, pricing, and VAT are calculated. Technical proposals are generated.
3. Approval & Work Order
The quotation/AMC is approved by the client, generating a system Work Order number. LPO number and estimated delivery details are recorded.
4. Collect & Register
Samples are registered against the work order. Collection staff capture on-site conditions (pH, temperature, and other configured fields). Lab technicians and administrators complete sample receive into the lab through the queues your site uses.
5. Result Entry
Lab technicians use the Work Sheet view to open pending tests and enter analytical data into dynamic template-driven forms, linking equipment and media traces.
6. Quality Review
The Department Head reviews the submitted test results. They have the authority to Approve, Recheck (with mandatory comments), or Reject the entire dataset.
7. Report Generation
Department Heads build and approve formal test reports from completed datasets (including combined and work-report PDFs where configured). Administrators may have separate reporting entry points depending on module assignment.
8. Delivery & Dispatch
Delivery notes document handover of reports and related materials. Tax invoices (including from delivery context where used) close the commercial loop with PDF output and traceable numbering.