AUTOMATED LIQUID HANDLING — PLANNING SHEET
Version: 2026-09-11
Guide: https://yenra.com/sci/liquid.html

Purpose: translate an established assay into a traceable automation plan.
Use current instrument documentation, training and laboratory procedures.
Complete one budget per source well or reservoir compartment. This sheet
supplies planning fields, not operating settings or acceptance limits.

Assay / method version:
Operator / date / reviewer:
Instrument / software version / device profile:
Labware catalog identifiers and definitions:
Tip type / tip replacement policy:
Plate-map file and version:
Reagent identities / lots / source and destination positions:
Transfer volumes (microliters, µL) / order / timing / mixing:
Liquid class and version for each liquid and volume range:
Evidence supporting each liquid class / surrogate justification:

SOURCE BUDGET
Source ID:
Number of transfers × volume per transfer (µL) = delivered volume (µL):
Required minimum remainder for reliable aspiration (µL), with evidence:
Other documented losses, priming and repeats (µL):
Starting amount = delivered + minimum remainder + other allowances (µL):
Source maximum capacity and accessible volume checked:

Fictional example: 96 × 10 = 960 µL delivered.
Assumed verified minimum remainder: 150 µL; other allowance: 90 µL.
Starting amount: 960 + 150 + 90 = 1,200 µL.
The allowances are invented; determine actual values for your setup.

PILOT VERIFICATION
Laboratory-defined transfer acceptance criteria:
Laboratory-defined assay acceptance criteria:
Reference measurement method and uncertainty:
Controls / blanks / carryover challenge:
Checks across plate positions, channels, early/late transfers:
Low/high source level checks:
Evaporation, covering, timing and mixing checks:
Raw results and analysis location:
Observed pattern / investigation / one change tested:
Interruptions / completed steps / documented recovery / plate reconciliation:
Deviations and unresolved issues:
Acceptance decision / evidence / responsible reviewer:

Preserve this sheet with the map, configuration, raw results and procedure.
After a material change, identify and repeat the relevant checks.