ClearLine Technology Methods
LabOps Audit Checklist
Use this before choosing a LIMS, reporting project, recovery plan, or automation scope. The goal is not to admire the mess. The goal is to identify the safest next paid move.
Best fit: labs with recurring manual cleanup, fragile reports, unclear system ownership, unsupported LIMS environments, spreadsheet-heavy workflows, or leadership uncertainty about what to fix first.
1. Sample intake and custody
- Where does a sample first enter the operational record?
- Which fields are entered more than once?
- Where can custody/status be unclear?
- Which forms still require manual reconciliation?
2. Worksheets, workbooks, and bench work
- Which spreadsheets are operationally critical?
- Which template values must be cleared or reviewed every run?
- Where do analysts copy/paste between systems?
- Which calculations or review steps lack clear ownership?
3. COAs, COCs, labels, and exports
- Which outputs require manual formatting or attachment work?
- Which client deliverables create the most rework?
- Which PDF/CSV/XLSX files need predictable naming, packaging, or review?
- Which report defaults vary by client, matrix, method, or workflow?
4. LIMS and hosting risk
- Who can restore from backup, and has restore been tested?
- Who understands custom reports, scripts, labels, and exports?
- What happens if the current technical owner is unavailable?
- Which changes are safe only after a production backup and rollback plan?
5. Recommended next step
- If the workflow is unclear: start with a LabOps Systems Audit.
- If documents cause the pain: scope LabDocs Automation.
- If SENAITE/Bika is fragile: start with a Recovery Review.
- If the lab needs a supported platform: evaluate Managed LIMS fit.