Testing schedules
Build a sample-by-test schedule, assign a lab, and export it.
A testing schedule sets out which tests to run on which samples, ready to send to a laboratory.
Build a schedule
Choose New schedule and fill in the builder:
Reference and lab
Give the schedule a reference and choose the laboratory - its test catalogue becomes available to pick from. The reference can auto-fill from a format you set in Product OS (for example job ref, date, time and lab code) - it fills in the lab code once you pick the lab, and stays editable.
Details
Set Prepared by, the issue and due dates, a status and any remarks. Prepared by can be prefilled automatically (for example with your initials) - set that up in Product OS. The due date can prefill from the issue date plus the lab's turnaround, and is marked preliminary until the lab confirms it - both stay editable. Issued to is optional - it defaults to the chosen laboratory, so only fill it in to name a specific contact or site.
Tests
Add tests from the lab's catalogue or type a custom test. Each test you add is listed below the picker, so you can see and remove them even before any samples are chosen.
Sample-by-test matrix
Pick the samples - the picker has a quick search, per-column filters (the same operators as the data tables) and click-to-sort headers to manage long lists. Then tick each test you need for a sample. The quantity defaults to 1 - adjust it in the box that follows, or add a note. Most of the time one tick per test is all you need.
Samples that are already out for testing on another active schedule are flagged with an amber warning - in the picker and above the matrix - so you do not accidentally send the same sample to the lab twice. It is only a warning; you can still schedule them if you mean to.
Statuses
Schedules use a status list you control. Out of the box it is the standard AGS testing statuses (Awaiting start, In progress, Completed, Cancelled, Not received, Not required and Restricted). In Product OS, under Labs, you can reorder them, rename the labels, hide any you do not use and add your own. Built-in statuses keep their standard AGS code; custom statuses still export cleanly.
Export
From a schedule's menu, export it as AGS (versions 4.0.3 to 4.2.0), CSV or PDF - the PDF uses a built-in layout or your own template. The list shows each schedule's reference, lab, sample and test counts, due date and status.
CSV downloads a zip with two files: a summary (the schedule's general data - reference, prepared by, issued to, dates, status and the overall note) and a details sheet (one row per sample and test). Splitting them keeps the details sheet clean for import while still capturing the header information.
Notes flow through to both the CSV and the PDF: the per-sample note and each per-test note appear in the schedule's Notes column.
Last updated 2 July 2026