Use the Wizard to Add Samples in a Sample Batch

This activity guides you through another method of adding samples to a new series, after the Add a Sample Batch activity. This method is more automated and therefore, is a more suitable approach for inserting samples, especially for larger batches, compared to the manual method. However, it has its limitations as it only accepts numerical sample IDs. Characters can only be entered as a prefix or suffix. For entering any data type for large batches, the Import Samples in a Sample Batch method is more suitable.

Activity Steps

  1. Add a Sample Batch.

    The Edit Samples screen displays.

  2. Add samples using the wizard:

    1. In the Edit Sample screen, click Wizard.

      The Number Wizard screen displays.

    2. Complete the following fields as required:

      • Prefix—For example, B- to set up a sequence for the samples.
      • Start—Only accepts a numeric value for the sample ID.

      • Stop—Numeric stop value or, alternatively, select the range of samples in the list to which you want the sequence applied.

      • Step—Defines the interval at which numbers are included in the sequence.

      • Suffix

      • Skip Row—Causes the wizard to skip over the number of rows specified for each entry.

    3. Click the Add Label icon (right arrow) to add all samples ID to the list.

    4. To use intervals instead:

      1. Select Use Interval to create the sample ID.

      2. Enter From, first number in the sample ID.

      3. Enter a symbol if required to add a symbol that will separate the numbers; for example, -.

      4. Enter To, the last number in the sequence of the sample ID.

      5. Enter Step to define the interval at which numbers are included in the sequence.

      6. Click the Add Label icon (right arrow) to add all samples ID to the list.
    5. Click OK.
    6. To modify a sample:
      1. Repeat all the steps to recreate the sequence for sample IDs, or
      2. Modify samples using the edit steps in the Add Samples Manually in a Sample Batch activity.

  3. Click Receive All in the menu to receive all the samples entered.

    The Lab Code is populated for this sample batch.

    Important: If you exit the window before receiving all the samples, you will need to re-start the process.

  4. Click OK in the Add Sample Batch screen.

  5. To edit a sample ID after the batch is logged:

    1. On the Job Book, click Sample Batches.

    2. Select the sample batch.

    3. Click Edit in the menu.

      The Edit Sample Batch screen displays.

    4. Click Samples.

      The Edit Samples screen displays.

    5. To manually update the sample IDs:

      1. Select the sample from the main table.

      2. Update the Client ID in the Sample Detail field group.

      3. Click OK.
    6. Repeat the steps in this activity to update all sample IDs.
  6. To save the samples as a series, see Save a Sample Batch as a Series.