# Guidelines for Preparing Documents on Research Needs for Labii Configuration

To help the Labii team configure the platform to meet your specific research needs, please follow these guidelines when preparing your documentation:

## 1. **Introduction**

* **Purpose**: Clearly state the purpose of the document. What are your research goals?
* **Background**: Provide a brief overview of your research area and its significance.

## 2. User Access Configuration

Please list the users requiring Labii access, including their **first name, last name, title, and email**. Please indicate who should be administrators.

<table><thead><tr><th width="163">First Name</th><th width="132">Last Name</th><th width="150">Title</th><th>Email</th></tr></thead><tbody><tr><td>John</td><td>Doe</td><td>Project Manager</td><td>john.doe@example.com</td></tr></tbody></table>

## 3. Team Configuration

Team is a group of users with a full set of complementary skills required to complete a task. If you have multiple teams, please provide the **team names along with the users assigned to each team.**

| Team Name | List of Users                                            |
| --------- | -------------------------------------------------------- |
| R\&D Team | <p><john.doe@example.com><br><tom.apple@example.com></p> |

## 4. Permission Configuration

If you have multiple projects with different members or teams requiring access, please provide a list of projects along with their subprojects and specify the permissions (Manager, Edit, View) for each user or team.

If each user requires access to their own data, a separate project should be created for each user.

| Project Name   | Parent Project (Optional) | Permission                       |
| -------------- | ------------------------- | -------------------------------- |
| R\&D Project   |                           | <john.doe@example.com> - Edit    |
| John's Project | R\&D Project              | <john.doe@example.com> - Manager |

## 5. Application Configuration

Please let us know list of applications you purchased or interested to use.

1. Electronic Lab Notebook (ELN)
2. Electronic Lab Notebook (ELN) for Production
3. Electronic Lab Notebook (ELN) for ELISA Data Analysis
4. Electronic Lab Notebook (ELN) for Dose Response Curve
5. Sample Management
6. Equipment Management
7. Inventory Management
8. LIMS for Sample Testing
9. LIMS for Molecular Cloning
10. LIMS for NGS
11. LIMS for CRISPR Gene Editing
12. LIMS for Diagnostic Testing
13. LIMS for Protein Expression
14. Chemical Registration
15. Project Management
16. Customer Relationship Management (CRM)
17. Purchase Management
18. Reference Management
19. Training Management
20. Ontology
21. Diabetes Tracker

| Application Name              | Tables             |
| ----------------------------- | ------------------ |
| Electronic Lab Notebook (ELN) | entries, protocols |

## 6. Table Configuration

Tables are individual modules to manage research data in category. One table also refer to one type of data.

| Table Name | Application Name              |
| ---------- | ----------------------------- |
| entries    | Electronic Lab Notebook (ELN) |

### 6.1 Table Columns Configuration

The table columns represent different types of metadata for a single data type and can be understood as the column names in your Excel file. Please provide a list of columns so we can prepare the configuration for you.

| Column Name   | Data Type | Is Required | Example        |
| ------------- | --------- | ----------- | -------------- |
| name          | text      | yes         | PCR Experiment |
| date\_created | date      | yes         | 2024-01-01     |

### 6.2 Table Sections Configuration

If certain types of data are associated with a record but do not fit within the column definitions, they will be included in sections. We will configure a default list of sections, which will be automatically added to new records.

| Section Name   | Data Type        | Is Required |
| -------------- | ---------------- | ----------- |
| Contacts       | List of contacts | Yes         |
| Tasks          | List of tasks    | No          |
| Sales Workflow | Flowchart        | Yes         |

### 6.3 Process Workflow Configuration

If you have repetitive tasks that follow a specific workflow, please share those workflows with us. We will configure them to automate the process. Additionally, if you have any SOPs that need to be followed, please provide them as well.

### 6.4 Templates Configuration

If you have different types of records within the same table, such as various contract types, templates can be created to simplify adding similar records in the future. Please share the types of records you may have.

## 7. **Integration Needs**

* Identify any existing tools or systems that the Labii platform should integrate with (e.g., data analysis software, laboratory instruments).

## 8. **Reporting and Visualization**

* Outline your reporting needs, including the types of reports you need to generate.
* Specify any visualization requirements (e.g., graphs, charts) to help interpret your data.

## 9. **Additional Information**

* Include any other relevant information that may assist the Labii team in understanding your research needs.

By following these guidelines, you will help the Labii team better understand your research needs and tailor the platform to support your work effectively. Thank you for your cooperation!