The section view of a record displays the sections of the record. Each section holds certain data of the record, and uses a specific widget to display and edit the content. For example, a summary section might hold the basic summary of an experiment, and the summary can be updated with a Rich Text widget.
Similar to the columns view, the sections view can be accessed by clicking the sidebar of a record:
Click a table to show a list of records
Click a record
Click the sections view from the sidebar
The section view contains many sections. Each section has one set of functions tied to a widget. With different widgets, you are able to insert different data for a record. There is no limit on the number of sections you can add.
To add a section:
Click the “+” icon located above and below each section.
In the pop model, select a widget to continue. On default, Labii loads a list of widgets that are the most often used.
Click Top widgets to show a list of widgets that are most often used
Select a category or subcategory to show all widgets belong to that category
Click Load More to show more widgets. In default, only the top 10 widgets are shown. The load more button will load a second page (another 10) widgets.
Type in any text to search for a widget.
Once clicked, a new model will show up to allow you to provide the name of the section. Click the "Submit" to create the section.
Based on what widget the section is using, the interface will vary a lot. The usage of each widget can be found here.
For example, with the CKEditor widget, you can use it to edit rich text.
Click the “menu icon” located on the top right of each section to see more options to edit the section.
Select the Change Section to edit the section name. The name and description of the section can be updated.
Select the Change Section to edit the section description.
To discard or hide the section, click the menu icon, and select the Archive Section to hide the section.
The workflow view can open the section in the workflow view page.
Select "Reset Content" from the list of options to reset the content of the section. This will delete all the data in the section.
To avoid configuring certain widgets repetitively, the default value of a section can be saved and re-used. Once the default section value is saved, the value will be loaded automatically when a new section is created.
The data saved are specific to the Table, Widget, and Section Name.
Labii provides 3 levels of default data:
Personal level (Save as my default), for your personal preference.
Project level (Save as project default), specific to a project.
Organization level (Save as organization default), specific to your organization.
The data will be used in order.
If the personal default data is saved, it will be used first.
If the personal default data is not available, then the project default data will be used.
If both personal default data and project default data are not available, then the organization default data will be used.
If you need to set up the signers for all of your experiments, save the settings of authors, witnesses, et.al at your personal level. Then the same configuration will be added automatically.
Create a section named "Signatures", choose the widget "Signatures".
Add the authors and witnesses.
Click "Save as my default"
In the new experiment, when you create a section "Signatures" with the widget "Signatures", the same settings will be added directly.
The content of the section can be collapse and expand by clicking the section header.
The order of the section can be changed by dragging the section header.
Use this function to report problems or provide feedback on the widget/section. Click the “ menu icon” located on the top right of each section" and select "Provide feedback" from the list of options.
You can find the help documentation on how to use the widget at this link. By clicking the “Help”, it will open a documentation link.
Click the More button to show a list of other functions related to the detail view:
Print - Print current record into PDF
Request - Send an email request to your collaborators to have them fill in the data as requested
Collapse All - Collapse all sections in the detail view
Expand All - Expand all sections in the detail view
Detail - The detail-view of the record
Workflow - The workflow of the record
Versions - The saved history of the record
Audit Trail - The change history
Help - This documentation page
Send Feedback - Create a support ticket
All the data generated can be printed out as a PDF file. To do so, click the “More” menu and select “Print”.
The final print page can be configured with the form from the left panel. Specially:
Hidden sections - Select sections to hide. You can also click the HIDE button on the right panel
Should hide logo - Check to hide the logo from printing
Should hide title - Check to hide the title
Should hide version - Check to hide the version in the title
Should hide commit message - Check to hide the version commit message. Checked on default.
Should hide audit trail - Check to hide the datestamp and user information after each section
Click Submit to see the final print page:
The document can be downloaded as a PDF file. To do that, click the Download button in the print view.
You can duplicate the whole record via “Duplicate” functions. Check here for more detail.
All records can be signed via the Signature widget. Once signed, the document is locked from editing. However, the read-only widget can still be added to display the data of the records.
To provide the audit trails and meet the regulatory requirement of FDA 21 CFR part 11, no deletion is allowed in Labii.
You are set
is_archived=true to archive a record. The archived records are read-only.