Filter Data in the Instrument Run Page

Filters allow you to view and work with a subset of the data, according to specific criteria.

You can use filters to find specific information in the AssayNet LIMS.

There are two types of filters:

1. Saved filters are saved in the AssayNet LIMS and can be used repeatedly.
2. Ad-hoc filters are those likely to be run infrequently due to their specificity (for example, to look for the grade control samples in a certain period). Ad-hoc filters are not saved.

Filters can be applied to all the pages in the job book. Filters are used to find specific items within these pages. By combining different filter criteria, you can build complex filters to view only a small subset of data.

Activity Steps

1. To create an ad-hoc filter:
   1. Open the Job Book screen.
   2. Select the Instrument Runs page.
   3. Click the Filter command button.

      The Filter Options screen displays.

   4. Set the Filter Type to Ad-hoc Filter.

   5. Click OK.

      The Ad-hoc Filter screen displays.

   6. In the Filter field group, select parameters:
      1. Select the first field; for example, Project ID.
      2. Select an operator in the second field; for example, Like or =.

      3. Select or enter a value in the third field that is enabled when selecting the first field; for example, QUALITY CONTROL or a date range.

         Note: The selected field determines the types of values you can enter or select.

   7. Click Apply.
   8. To add another filter parameter, click And or Or as required and repeat steps f 1-3.
   9. In the Sort field group, select fields and directions as required.
   10. To start over, click Reset.
   11. Click OK.
2. To create a saved filter:
   1. Open the Job Book screen.
   2. Select the Instrument Runs page.
   3. Click the Filter command button.

      The Filter Options screen displays.

   4. Set the Filter Type to Saved Filter.

      The Filters screen displays.

   5. Click New.
   6. Enter the Filter Name.
   7. Click Add.
   8. Select the required filter and sort parameters, as described in the steps above for creating an ad-hoc filter.
   9. Click OK.
3. To apply a saved filter:
   1. Open the Job Book screen.
   2. Select the required page; for example, Instrument Runs.
   3. Click the Filter command button.

      The Filter Options screen displays.

   4. Set the Filter Type to Saved Filter.

      The Filters screen displays with the Filter Type set to the current job book page.

   5. Select the Filter Name.
   6. Click OK.

4. To use the quick filter:

   Note: Use the quick filter to easily find the assigned number at each step of the process on the relevant page by entering the value. For example, search for a laboratory job by entering the job code.

   1. Open the Job Book screen.
   2. Select the Instrument Runs page.

   3. Right-click anywhere on the page and select Quick Filter from the menu.

      The Ad Hoc Filter screen displays. The third field is selected by default.

   4. Enter the Run Number.
   5. Click OK.
5. To remove the filter from the page, on the Instrument Runs page menu, click Reset.