Chain of custody
Raise a chain of custody record to track samples to the laboratory.
A chain of custody record tracks which samples were dispatched, to whom and when - the paper trail from site to laboratory.
Raise a record
Choose New chain of custody and fill in the builder:
Reference and lab
Give it a reference and choose the laboratory it is dispatched to.
Dispatch details
Set dispatched from, the date dispatched, a batch reference, a status and any remarks. Dispatched to is optional - it defaults to the chosen laboratory; fill it in only to name a specific contact or site.
Samples
Pick the samples and, for each, the number of containers and any notes. The picker has a quick search, per-column filters and click-to-sort headers to manage long lists.
Samples that have already been sent to the lab on another chain of custody are flagged with an amber warning - in the picker and above the sample list - naming the record they are on, so you do not dispatch the same sample twice. It is a warning, not a block.
Statuses
Chain of custody records move through Draft, Issued, Received and Complete.
Export
From a record's menu, export it as AGS, CSV or PDF (a built-in layout or your own template). The list shows each record's reference, where it was dispatched to, sample count, dispatch date and status. Per-sample notes appear in both the CSV and the PDF Notes column.
Last updated 2 July 2026