Maintain sample portions

To search for sample portions:

1. Access the CCPRTN—Portion application from the main menu or quick launch to display the CCPRTN—Portion Detail screen.
2. Set Mode to SEARCH Portions on Submit.

3. Enter a sample portion identifier in the Bar Code search criteria.

   Note: All codes, enumerations and Job Name fields are case-sensitive for searching.

4. Select Include Cancelled Jobs to also search across cancelled jobs.

5. Enter other relevant search criteria and click Search to display sample portions that match the criteria.

   Sample portions are ordered by Job Name, the sample's Registration Sequence, and Portion Code.

   If a sample has no associated portions, it is displayed as a portion-less sample in the grid.

   Note: Only production and internal jobs are searched. Laboratory batch, proposal, template, schedule and draft jobs are not searched.

To export sample portions to a report:

1. Search for sample portions.
2. Select the check box in the first column of each sample portion to be included in the report, or leave all sample portions unselected to include all sample portions in the report.
3. Click Export to report on the grid to generate the grid report document.

   Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

   During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To review a sample portion:

1. Search for sample portions,

2. Open the required portion to display the CCPRTNR—Portion Review Detail screen.

3. Select the Details tab.

To update selected sample portions:

1. To update samples in bulk:

   1. Search for sample portions.

   2. Select one or more sample portions.

   3. Click Apply to display the Apply dialog box containing any previously selected values.

   4. To update the location, enter the new Location Code and select the check box next to the field.

   5. To update the sample handling action, enter the new Sample Handling Code and select the check box next to the field.

   6. To update the single-capacity container type, enter the new Single-capacity Container Type Code and select the check box next to the field.

   7. To update the notes, enter the new Notes, or clear the field to clear notes from the selected sample portions, and select the check box next to the field.

   8. Click OK to apply the updates.

      Note: Any attempt to clear the Location Hierarchy/Code, Single Capacity Container Type Code or Sample Handling Code of a portion is ignored.

2. To update a single sample portion:

   1. Open the required portion to display the CCPRTNR—Portion Review Detail screen.

   2. Select the Details tab.
   3. Update the Location Hierarchy, Single Capacity Container Type Code and Sample Handling Code, as required.

   4. Update Notes, as required.

   5. Click Submit. An error is raised where the Location Hierarchy/Code, Single Capacity Container Type Code or Sample Handling Code is left empty.

To automatically update sample portions returned from a search using pre-set details:

1. Set Mode to UPDATE Barcode and Searched Portions on Submit.

2. In the Creation/Update Details section of the screen:

   1. Select the Update Portion Type.

   2. To update the location, enter the new Location Code and select the check box next to the field.

   3. To update the sample handling action, enter the new Sample Handling Code and select the check box next to the field.

   4. To update the single-capacity container type, enter the new Single-capacity Container Type Code and select the check box next to the field.

   5. To update the notes, enter the new Notes, or clear the field to clear notes from the selected sample portions, and select the check box next to the field.

      Note: Any attempt to clear the Location Hierarchy/Code, Single Capacity Container Type Code or Sample Handling Code of a portion raises an error.

3. Enter the relevant search criteria and click Search to update sample portions for the samples matching the search criteria, and to then display all sample portions in the grid for the samples matching the search criteria.

To delete sample portions:

1. Search for sample portions.

2. To delete samples in bulk:

   1. Select one or more sample portions.

   2. Click Delete to display the Confirm Delete dialog box.

   3. Click Confirm to confirm the deletion.

3. To delete a single sample portion:

   1. Open the required portion to display the CCPRTNR—Portion Review Detail screen.

   2. Click Delete to display the Confirm Delete dialog box.

   3. Click Confirm to confirm the deletion.