Clearline will add a lightweight dashboard and workflow monitor for sample check-in, due dates, receipt summaries, folder/workbook progress, and searchable job history — without disrupting the lab process your team already trusts.
Your Excel/VBA tools, reporting process, instrument imports, QC logic, and invoicing workflow stay in place.
Your team gets a shared view of job status, due dates, rush work, special instructions, and searchable history.
Phase 1 starts with check-in, a live dashboard, and a conservative folder/workbook monitoring pilot.
This is not a full LIMS replacement. It is a visibility layer around the workflow Onsite already uses — designed to reduce status hunting, improve handoffs, and make active work easier to manage.
Capture client, project, samples, analyses, due date, rush status, labels, and special instructions in one record.
See active work, due dates, in-progress jobs, data ready, in review, reported, reopened, and add-on work.
Generate an email-ready sample receipt summary from check-in details, while keeping final sending under your control.
Watch agreed folders or file names that reliably indicate progress, starting with one or two stable paths.
Surface client-specific requirements, detection limits, rush notes, and handling instructions where they are needed.
Maintain job records, edits, status changes, reopened work, and exports for continuity and audit support.
No QuickBooks integration, no client portal, no analytical calculation rewrite, no instrument integration, no report-generation rewrite, and no bench-wide tablet/scanning rollout.
Prototype check-in, dashboard, receipt summary, and first monitor path.
Build labels, audit history, filters, special instructions, and reopen/add-on handling.
Parallel run, tune fields/statuses, train users, and go live.
If this direction looks right, we confirm the first monitored folder/workbook path, finalize the check-in fields, and begin the Phase 1 prototype.