Accreditation prep on a board; records stay put.
In PureField LIMS, Projects is the module where a laboratory runs accreditation preparation, method validation, instrument commissioning and staff onboarding on boards, lists and cards. A card links to laboratory records while each record stays on its own screen. Checklists, due dates, reminders and comments live on the card, and every change goes to the audit trail.
Request an accountAccreditation prep on cards linked to your records.
Validation, commissioning and audit prep run on cards. A card links to a sample, CAPA, instrument or document; signatures still happen on the record's own screen.
In the video, the Accreditation preparation 2027 board is opened from the Projects page. On the card for updating the Nordtest uncertainty budgets, an item of the Methods checklist is ticked and progress rises to 4/5. A card moves from Awaiting review to Done, and the calendar view then shows the cards on their due days.
- Boards from templates
- Templates set up the lists: accreditation preparation, method validation, instrument installation and commissioning, new staff onboarding. Board, table and calendar views show the same cards.
- Cards, checklists, due dates
- Cards carry checklists, due dates and reminders. Sample, CAPA, instrument and document pages list the cards linked to them; the My cards page groups yours by due date.
- Permissions and audit trail
- A private board is visible to its members only, and a linked record's number shows only to people who may open it. Lists and cards are archived, and every change goes into the audit trail.
From board to card
A board from a template
Each template comes with its lists set up: Basic board, Accreditation preparation, Method validation, Instrument installation and commissioning, New staff onboarding. A board is private or shared with the laboratory.
Cards and checklists
Cards take members, labels, checklists, due dates and reminders. PDF, PNG and JPEG attachments open after a virus scan; a file from the LIMS Drive can be linked too.
Linked records
A card links to a sample, an analysis, a CAPA, an instrument, a calibration job, a document, a method, a supplier, a training plan and other records. Sample, CAPA, instrument and document pages list the cards linked to them.
Board, table, calendar
The same cards open as a board, a table or a calendar. My cards groups your cards from every board by due date.
Permissions and trail
A board coordinates the work; results, approvals, CAPAs and documents are recorded on their own screens.
- Three roles
- A board has Admins, Members and Observers. Admins manage members and visibility, members work on cards, observers read and comment.
- Visibility
- A private board is visible to its members only. A linked record's number and title show only to people allowed to open that record; others see "A record you cannot access".
- Archive
- Lists, cards, labels, checklists and attachments are archived or removed, and comments are withdrawn. The board's history stays as it was.
- Audit trail
- Every change on a board goes to the laboratory's audit trail. People allowed to read the audit trail can read the history of private boards there too.
Frequently asked questions
What happens when a card is linked to a record?
Which board templates are there?
Who can see a private board?
