Create a New Client Job

Client jobs represent work requests for analyzing submitted samples. Each work request corresponds to an analysis code specifying the required analysis. These analysis codes are linked to the packages in which the samples are logged. In some cases, the required analysis may differ from the configurations previously established in the lab. When this occurs, a new client job must be created to accommodate the updated analysis requirements.

Note: Adding a new permanent client job (analysis) in the Client Jobs page only applies to samples within the same series because the series can be saved with the new analysis code. For non-routine samples, however, a new client job added during logging is a one-time addition specific to the samples in that batch. To save new client jobs for non-routine samples, you must load a new package into the project associated with the samples.

Activity Steps

1. On the Sample Batches page, select the batch.

2. Set the view to Working View and click on Client Jobs.

   The Client Job page displays with the existing analysis codes for the selected batch.

3. To create a new client job:

   1. Click New.

      The Add Client Job screen displays.

   2. Complete the following fields as required:

      • Date Created

      • Time Created

      • Due Date

      • Priority—Assign a priority level.

      • Status—Select from the following default statuses: <None>, open, ready, in process, weighed, on hold.

      • Requested By—Select the client contact that requested the analysis.

      • Date Requested

      • Description

   3. To assign the required analysis:

      1. Select Setup Client Job(s). When selected, the Packages / Analysis Codes and Apply To category groups display.

      2. In the Packages / Analysis Codes category group, select from the following options:

         • Use Sample Packages—The client job(s) are set up based on the packages assigned at the batch level. For more information, see Add a Sample Batch.

         • Select Package—The client job(s) are setup from the packages created. A package can contain more than an analysis code. When selected, a new Packages window displays to select the required package(s).
         • Select Analysis Code—The client job is set up from a single analysis code.
      3. To select the either the package or analysis code, in the new window:
         1. Select the Package or Analysis Code.

         2. Click the right arrow to add the package or analysis code to the list of applied packages or analysis codes.

            Note: Alternatively, you can click the expand icon to display the Packages or Analysis Code screen, where you can search for or filter available packages.

         3. Repeat these steps to select multiple packages or analysis codes.

   4. To apply the analysis to specific samples:

      1. Set Apply to as Selected Samples.

         The Samples icon displays.

      2. Click the Samples icon.

         The Select Client Job Samples (Batch Code) screen displays.

      3. Select the samples from the Samples in Batch list.

      4. Click the Add Samples icon to add the sample to the Samples in New Client Job(s) list.

      5. Repeat steps d 3-4 to add multiple samples.

      6. To select samples that have a specific product assigned, when the samples in the batch have multiple products:

         1. Select Choose Product.

         2. Select the required Product from the list.

         3. Repeat steps 6 a-b to add multiple samples.

      7. Click Close.

   5. To manually set the options for the laboratory jobs and instrument runs for the new client job(s):

      1. Uncheck Use Analysis Code Options. When unchecked, the laboratory job and instrument runs are not automatically created unless specified.

      2. Select the following fields as required:

         • Merge Analysis Codes—Merge all selected analysis codes into a single client job.

         • Create Lab Job(s)

         • Setup Lab Job(s)—Set up the laboratory job based on the analysis code options.

         • Use Templates—Uses the default template for the laboratory job in the analysis code.

         • Create Run(s)

         • Setup Run(s)—Set up the instrument run based on the analysis code options.

         • Use Templates—Uses the default template for the instrument run in the analysis code.

   6. To assign the new client job(s) to specific laboratory personnel:

      1. Select Show All.

      2. Select the personnel to Assign To the new client job(s).

      3. Update the Assign On date if required.

4. Click OK.

   The new client job(s) are created below the existing jobs in the Client Jobs page.