Modifying Completed Step Details

To modify the information captured on the Record Details screen of a completed step, the CanEditCompletedSteps permission is required. This functionality allows for modifications to correct errors and/or bad data.

The CanEditCompletedSteps permission is not assigned to any user roles by default. A Clarity LIMS administrator must explicitly assign the permission to each user who requires it. See the User Roles and Configured Role-Based Permissions sections for details.

NOTE: Signature is not enforced again when editing completed steps. For recommended best practice, the role with CanEditCompletedSteps permission should be the same role that electronically signs off on steps. See Rules and Constraints for details.

Users who have been assigned the CanEditCompletedSteps permission see an Edit button on the Assign Next Steps screen of completed steps. Selecting this button takes them to the Record Details screen, where they may modify certain step details.

Editable details

The following table lists and describes the step details that can be modified:

Step details	Description
Reagent lots	The reagent lots that were originally used when executing the step can be removed, and new ones added, but at least one lot must be selected. Reagent lots of any status (Pending, Active, Archived) can be used. Archived and expired lots can be selected.
Instruments	A new instrument can be selected. At least one instrument must be used. Instruments of any status (Active, Archived, Expired) can be used. Archived instruments can be selected.
Step custom fields	Step custom fields can be modified with the same constraints as when the step was originally executed (e.g. readonly fields will still be readonly, required fields will still be required).
Sample table custom fields	Sample table custom fields can be modified with the same constraints as when the step was originally executed (e.g. read only fields will still be read only, required fields will still be required). The QC flag can be changed.
Files	Existing files can be removed and new files can be uploaded. Files that are script generated cannot be modified.

Rules and Constraints

To ensure the integrity of data, the following rules and constraints are in place when editing a completed step:

• Only steps that were completed in Clarity LIMS v5.1 and later are editable. If the system is upgraded to Clarity LIMS v5.1 or later, steps that were completed in a previous version cannot be edited.

• Steps that were executed using the API cannot be edited.

• If the configuration of a completed step changes after the step was run, it cannot be modified. This constraint includes any changes made to the protocol or workflow in which the step is included.

  • The automations enabled on the step.

  • The automation triggers configured on the step.

• An automation cannot be rerun on a completed step. The details of the automation command line cannot be viewed.

• Manager review/escalation comments on completed steps cannot be edited.

• The eSignature is not enforced again when editing completed steps. The eSignature from the original step execution is retained. There is not a prompt for a new signature when editing the step.

Modify a Completed Step

1. On the Assign Next Steps screen of the completed step, select Edit (upper-right corner).

   A prompt displays to confirm the desire to proceed and edit the step details.

2. Select Yes to confirm.

   The Record Details screen displays.

3. Modify the step details as required.

4. Review your changes and select Save.