From receipt to disposition

Connect laboratory samples, work, exceptions, and approvals

Map the actual operating sequence, give every handoff an owner and due date, and route exceptions and release decisions without forcing the laboratory into a rigid universal process.

Opens the populated Jodoo example after sign-in. Start with the Free plan for up to five users; no credit card required.

Jodoo can coordinate human work, forms, records, reminders, and approvals. The example does not perform laboratory testing or automatically capture instrument results.

  • Separate sample identity from assignments, movements, stock, exceptions, and reviews
  • Use native review tasks for exception control and release decisions
  • Change fields, roles, conditions, and dashboards as the operating process develops
Build the workflow around real handoffs

Give each stage a record, owner, completion condition, and next step

A workflow is more than a list of statuses. The application should explain what starts the stage, what information is required, who owns the work, what can go wrong, and what decision moves the sample forward.

01

Receive

Identify the sample, check condition and quantity, assign storage, record priority and required-by time, and accept, hold, replace, or return the receipt.

02

Plan and assign

Create the required activities or tests, assign technicians, set due times, and make dependencies or material constraints visible.

03

Perform and record

Capture work state, result state, summary, attachments, completion time, and a clear blocker or correction note when work cannot finish.

04

Handle exceptions

Open a separate issue with severity, immediate control, owner, due date, investigation state, review comments, and verified closure.

05

Review

Bring completed work, open exceptions, evidence, and proposed disposition to an assigned reviewer through a native task.

06

Dispose or retain

Record release, retention, return, rejection, or disposal and update only the linked sample while preserving the earlier work and decisions.

Give each role the information it needs

Avoid one crowded form and one universal permission model

Workflow quality improves when responsibilities are explicit. The record shown to a receiving coordinator should not be identical to the task shown to a reviewer, even though both refer to the same sample.

01

Receiving coordinator

Needs expected arrivals, source, condition, quantity, storage, priority, required-by time, and the authority to accept or hold the receipt.

02

Technician

Needs assigned activities, due dates, sample context, method, material availability, work state, result entry, evidence, and blocker fields.

03

Sample coordinator

Needs the cross-sample queue, workload, overdue work, current locations, exceptions, and samples waiting for review or disposition.

04

Reviewer

Needs completed work, result summaries, evidence, exception status, review criteria, comments, and the permitted disposition choices.

05

Inventory owner

Needs lots, quantities, expiry, storage, holds, transactions, reorder points, and the active work affected by availability.

06

Laboratory manager

Needs operational counts with drill-down to samples, assignments, lots, exceptions, reviews, and responsible owners.

Design the exception branches before the happy path goes live

A useful workflow explains what happens when receipt, work, evidence, or review is incomplete

Exceptions should not be an afterthought added as a free-text comment. Each important branch needs a visible state, owner, due date, correction path, and rule for rejoining or ending the main process.

01

Receipt cannot be accepted

Hold the sample, state the reason, protect the location, notify the right owner, and decide whether to replace, return, or continue under an approved control.

02

Assigned work is blocked

Keep the assignment open with the blocker, correction needed, technician, due date, and affected sample visible in the work queue.

03

Result needs investigation

Preserve the result and evidence, open an exception, assign immediate control and investigation, and prevent a casual status change from hiding the issue.

04

Reviewer returns the work

Record what is missing, who must correct it, and how the corrected evidence returns to review. Do not overwrite the original decision or comments.

Automate the handoff, not the professional judgment

Use reminders and exact-record updates where rules are clear

Jodoo can reduce coordination work by creating tasks, reminding owners, updating the linked record, and routing a review. The laboratory still owns the method, acceptance criteria, result interpretation, and final professional decision.

01

Create the next task

When a sample is accepted, create the required assignments or notify the coordinator to confirm the work plan.

02

Escalate overdue work

Use due dates, priority, and status to notify the owner and surface the exact assignment rather than sending a generic reminder.

03

Route native review

Send the exception or release record to the assigned reviewer with editable decision fields and read-only operating context.

04

Update the linked sample

After an approved decision, change only the exact sample’s status and disposition while retaining the review record and earlier history.

Use workflow data to remove recurring delay

Measure time between handoffs and inspect the records behind the number

Turnaround time becomes useful when it can be separated into receipt, assignment, work, exception, review, and disposition intervals. That shows where to improve the process rather than blaming the total cycle.

01

Receipt-to-acceptance

Find samples waiting at intake and separate routine processing from held or incomplete receipts.

02

Acceptance-to-assignment

See whether samples wait because the plan is unclear, the owner is missing, capacity is constrained, or material is unavailable.

03

Assignment-to-completion

Compare due dates, work states, blockers, returns, and completion times by activity and responsible role.

04

Completion-to-decision

Show samples waiting for evidence review, open exceptions, reviewer action, or disposition confirmation.

Keep the workflow maintainable after launch

Let a trained process owner make focused changes in hours

Laboratory work changes when methods, sample types, staff responsibilities, storage areas, review criteria, or reporting needs change. A no-code application is most valuable when those changes can be made without breaking the identity and history that already work.

01

Change one stage deliberately

Update the fields, choices, validation, task, and dashboard affected by the change instead of copying a new spreadsheet for the revised process.

02

Retest both normal and exception paths

Confirm what appears, what is required, who receives the task, which exact record changes, and which unrelated records remain unchanged.

03

Preserve prior records

Do not rename or remove fields casually when existing records, reports, automations, or integrations depend on them.

04

Publish clear ownership

Document who can change the app, who approves process changes, and how users report a field, route, or dashboard that no longer fits.

Built for human handoffs and review decisions

Use it when the laboratory process crosses roles, deadlines, exceptions, and approvals

The example shows operational queues plus native review tasks for sample exceptions and release decisions, rather than representing workflow as a status field alone.

A strong fit: Laboratories coordinating intake, assigned work, evidence, exception containment, correction, review, and final disposition across several people.

What the App demonstrates: Distinct records and owners, pending work, blockers, returned work, exception actions, review decisions, and exact updates to the linked sample.

Keep scientific execution separate: The workflow coordinates people and records. It does not perform testing or automatically collect instrument results.

Questions people ask before they start

Practical questions about laboratory workflow management

What does laboratory workflow management include?+

It can include sample receipt, acceptance or hold, work planning, assignment, execution, results, custody events, inventory availability, exceptions, review, disposition, retention, and management follow-up. The exact scope should match the laboratory’s responsibilities.

Can Jodoo route real approval tasks?+

Yes. The example uses native review tasks for sample exceptions and release decisions. Roles, decision fields, validation, return paths, and downstream effects must be configured and tested for the intended process.

Can the workflow change without programming?+

A trained administrator can change forms, fields, choices, conditions, views, dashboards, reminders, and workflows in Jodoo’s no-code builder. Material changes still need controlled review and testing.

Does Jodoo integrate with instruments or a LIMS?+

Jodoo provides APIs and integration options, but this example does not claim instrument connectivity or a ready-made LIMS integration. Define the source, identifier, timing, error handling, ownership, and validation needed for each integration.

How should we pilot the workflow?+

Use routine, urgent, held, blocked, out-of-specification, corrected, review-ready, released, retained, and returned examples. Confirm forms, permissions, tasks, notifications, exact-record updates, dashboards, and mobile use with the people who perform each handoff.

Explore the populated laboratory workspace

See how the laboratory handoffs connect in one populated workspace

Open the populated queues and forms, then map the stages, roles, exceptions, and decisions to your own laboratory before changing the application.

Explore the laboratory workflow