Create a Laboratory Job

Laboratory jobs, also known as bench work, include all processes performed on samples before instrumental analysis. These pre-analysis activities are essential for preparing samples and ensuring accurate results. A laboratory job can be created from a template that provides a consistent structure for organizing sample and quality control component positions. For more information, see Add a Laboratory Template.

This activity describes how to automatically create laboratory jobs from the Client Jobs page, combine multiple sample batches into a single laboratory job, and select the appropriate Laboratory Template for bench work when needed. It also describes how to split a laboratory job into trays, creating multiple laboratory jobs with the exact number of samples required.

Additionally, this activity describes how to print the list of instrument runs, providing a physical method for monitoring and tracking current runs effectively.

Note: A laboratory job can also be created automatically when a sample batch is loaded, provided it does not need to be created from multiple batches and a single template can be assigned to it.

This activity presumes that you have logged in the sample(s). For more information about how to log in samples, see Sample Batches.

Activity Steps

On the Job Book screen, click Sample Batches.
1. Locate and select the Sample Batch.
  
  Note: You can also directly locate the Batch Code in the Client Jobs page.
2. Click Working View.
To create a laboratory job from a single batch code:
1. On the Job Book screen, click Client Jobs.
2. Select the Batch Code.
3. On the command menu, click Lab Jobs.
  The Laboratory Job screen displays.
4. Click the top arrow pointing to the right.
  The laboratory job is added to the Laboratory Job page, with the corresponding sequential job number .
To combine multiple batches into a single laboratory job:

Note: When combining sample batches into a single laboratory job, it is essential to ensure that all batches have the same analysis code. This prevents conflicts that may arise from combining different analysis codes with varying configurations.

The window that opens when combining multiple batches by default only displays batches from the client job that have the same analysis code as the initial batch selected to create the laboratory job. To display all analysis codes, select Display All Codes.
1. In the Client Jobs page.
  1. Select the Batch Code.
2. On the command menu, click Lab Jobs.
  
  The Laboratory Job screen displays.
3. Click the Add Client Jobs icon.
  
  The Select Client Jobs screen displays client jobs based on the current view of the Job Book. If Working View is selected, the client job for the selected sample batch displays.
4. To display all analysis codes for all sample batches, click Normal View. The client jobs are sorted in descending order.
5. Locate and select the Client Job for the sample batch.
6. To select multiple client jobs, hold the Shift key and drag the mouse to highlight multiple sample batches.
7. Click OK.
  
  The selected sample batches' client jobs display in the Trays window.
8. Use the Move Up and Move Down icons to adjust the order in which client jobs are placed in the laboratory job when created.
9. Click the top arrow pointing to the right.
  
  The laboratory job is added to the Laboratory Job page, with the corresponding sequential job number
To select a laboratory template:

Note: When a Lab Job Template is required, the package is configured with a default template. If the correct template is set in the package, it is automatically applied when creating an Laboratory Job for that package. However, if no template is configured or the wrong one is assigned, you will need to manually select the appropriate template if required.
1. Repeat steps 2 a-c to create laboratory job from a single client job, or steps 3 a-i to combine multiple client jobs into a single laboratory jobs.
2. Select the Template if required. Ensure the Use Template option is selected. This option can be enabled by default.
  
  Note: Only the laboratory templates associated with the same analysis code can be selected. To view and select all available Laboratory Templates, select Show All Templates.
3. Click the top arrow pointing to the right.
  
  The laboratory job is added to the Laboratory Job page, with the corresponding sequential job number
To split the laboratory job into trays.

Note: Trays are divisions in the preparation sheet of a sample batch, used to create tray breaks when a batch contains too many samples to be processed at once. For example, if fire assay ovens can hold only 24 samples, you may divide a large batch into trays of 24 samples to create laboratory jobs accordingly. Tray breaks are visible in the preparation sheet on the Sample Batches page. For more information, see Set Up the Preparation Sheet.

When using a Laboratory Template, ensure the template aligns with the number of samples in each tray to apply it correctly to the laboratory jobs created. For more information, see Add a Laboratory Template.
1. Select Split By Tray.
2. To show all the selected client jobs in the Tray window before creating the laboratory job, select Show Trays.
3. Click the top arrow pointing to the right.
4. A laboratory job is added to the Laboratory Job screen.
  
  The created laboratory jobs are distinguished by the hash symbol # followed by a number, which is determined based on the tray break.
Click Close.
To print the list of laboratory jobs.
1. In the Laboratory Job page, click Print.
  
  A new window displays the list of all the laboratory jobs.
2. You can apply a filter using Filter Data in the Laboratory Job Page to print only the filtered records.
3. Right-click the screen and click Print from the menu.