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Lab workflow

Build testing schedules and chain of custody records, and send samples to the lab.

Manage covers the journey from sample to laboratory and back: build a testing schedule of what to test, raise chain of custody records that track samples to the lab, follow each schedule through picking, dispatch, results and import, and record when samples are disposed of. Both draw on the laboratories and test catalogues set up for your company.

To follow testing across every project at once - and change statuses or record disposal in bulk - use the Testing page in Insight.

Laboratories come from Product OS

The labs you assign work to, and their test catalogues, are maintained once for your company in Product OS and reused across every project. You select them here; you do not set them up here.

In this section

Testing schedules

Build a sample-by-test schedule and send it to the lab.

Chain of custody

Track samples from site to laboratory.

Sample retention and disposal

How long samples are kept, and recording their disposal.

Last updated 29 September 2026