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Testing

Testing schedules, chains of custody and sample disposal across every project you can open.

The Testing area gathers your laboratory testing from every project you can open into one place - the schedules you have raised, the chain of custody records that track samples to the lab, and the samples due for disposal. Three tabs hold the detail: Schedules, Chains of custody and Disposal.

Built in Manage, worked here too

Schedules and chain of custody records are created in Manage. In Insight you can open them, change their status one at a time or in bulk, and record disposal. What you can change follows your project access - if you can open a project, you can work its testing here.

Schedules

Each schedule shows its reference, status, project, latest stage (for example "Collected 3 Jun by J. Smith"), lab, PO, the lab's receipt ref, and its sample and test counts. Click a reference to open the schedule in the same builder as Manage - see Testing schedules.

Tags on each row flag what needs attention:

  • Overdue - past its due date. A preliminary due date (not yet confirmed by the lab) is not counted as overdue.
  • Receipt issue - the lab reported a problem on receipt. Hover it to read the notes.
  • 2 missing - samples marked missing. Hover it to see which.
  • 8/18 back - tubes back from the lab, where your company tracks tube returns.
  • A paperclip with a count shows files attached to the schedule.

Filtering

A strip of pills across the top shows how many schedules are at each status, using your company's own list. Click a pill to show just those, or All to clear it. Next to them:

  • Overdue
  • Receipt issues - schedules where the lab reported an issue.
  • Missing samples - schedules with samples marked missing.
  • Awaiting returns - dispatched schedules still waiting on tubes.

You can also search by reference, project, lab, PO or lab receipt ref, and filter by status, lab and project. Hide closed (on by default) leaves out schedules that are done with; picking a status explicitly overrides it.

Changing status

Change a schedule's status straight from its row, or tick several and use Set status to move them all at once. Each change goes through the same rules and History as the builder in Manage.

Chains of custody

Each record shows its reference, status, project, dispatched date, dispatched to, batch ref and sample count, with a paperclip for any files. The same status pills, filters, Hide closed and bulk Set status work here.

StatusMeaning
DraftBeing prepared.
IssuedIssued for dispatch.
ReceivedReceived by the lab.
CompleteClosed out.

Disposal

The Disposal tab lists tested samples by where they are in their retention period:

PillMeaning
Due nowPast their keep-until date.
Due soonDue within the next 30 days.
HeldKept longer on purpose.
DisposedAlready disposed of, with the route.

Each sample shows its project, schedules, the basis of its date (for example "Results received 3 Jun") and its keep-until date. Search by sample, project or schedule, or filter by project.

Tick samples and choose:

  • Mark disposed - pick Standard or Hazardous (you always choose - GIMLabs never guesses), the date disposed and any notes, such as the waste contractor or consignment note. Samples flagged handle with care prompt you to check the results first.
  • Keep longer - hold samples until a later date, with a note of why.

Undo reverses a disposal and Remove hold lifts a hold. Samples are never deleted, and every change is recorded in the History of the sample's schedules.

Last updated 29 September 2026