Add and Set up a Client QC Sample

A client QC sample is a quality control sample tailored for a specific client's project, designed to monitor and validate the accuracy of analytical results. The sample is configured with parameters such as the analyte type (for example, Au for gold), units of measurement (for example, g/Mt), and an accepted value that represents the target result. Additionally, it includes a confidence range and level, which define the statistical certainty of the results, as well as critical minimum and maximum values to identify any deviations from expected outcomes. This standard defines the same characteristics as the Add and Set up a QC Sample activity, therefore only one of the two can be set up when using client QC samples.

Activity Steps

1. On the QC/QA ribbon tab, click Client QC Samples.

   The Client QC Samples screen displays.

2. To add a new client QC sample:

   1. Click New.

      The Add Client QC Samples screen displays.

   2. Select the Client.

   3. Enter a Name.

   4. Select an Activity if required.

   5. Select the following options as required:

      • Active—The client QC is active and can be used.

      • Report—Appears in the final report.

      • Auto Replace

      • Duplicate

      • Append To Sample ID

      • Auto-add From Submittal—Add to all submittals from the client.

   6. Click OK.

3. To clone a client QC:

   Note: A client QC can be cloned when the new client QC shares similar characteristics with an existing client QC.

   1. Select the existing QC Type with similar characteristics.

   2. Click Clone.

      The Edit Client QC Sample screen displays.

      1. Update the Client if required.

      2. Enter the Name.

      3. Update the Activity if required.

   3. Update the following options as required:

      • Active—The client QC is active and can be used.

      • Report—Appears in the final report.

      • Auto Replace

      • Duplicate

      • Append To Sample ID

      • Auto-add From Submittal—Add to all submittals from the client.

4. To set up analyte configuration:

   1. Select the QC Type and click Setup.

      The Client QC Sample Analyte screen displays.

   2. Click New.

      The Add Client QC Sample Analyte screen displays.

   3. Complete the following fields as required:

      • Analyte Type

      • Analyte

      • Units

      • Accepted Value

      • Confidence Range

      • Confidence Level

      • Critical Value Min

      • Critical Value Max

   4. In the Display Format field group, select how to display the result and enter the value. Select from:

      • Decimals

      • Significant Figures

   5. To create multiple analytes from the same screen:

      1. Press Ctrl+N.

         The previous data entries are temporarily saved. The Analyte field is selected for editing.

      2. Update the fields as required.
   6. Click OK.

5. Click Close.