Effect of scheme scope when adding tests to quotes

• Effect of scheme scope when adding tests to quotes
  • Searching for Schemes
  • Populating fields from the scheme, scheme version or scheme version analyte

When Maintaining Tests for a Quote to search and add schemes or analytes to a quote, then:

Searching for Schemes

• Where the quote has org-scope, then only org-scope schemes are returned from a search.
• Where the quote has lab-scope, then org-scope schemes that are enabled for use by the laboratory where there is still a published scheme version at the organisation level (it is possible for an org-scope scheme to have a scheme version suspended after a laboratory has enabled the scheme for use in their laboratory), and lab-scope schemes that have at least one published scheme version, are returned from a search.

Therefore users can affectively only add schemes that are in the laboratory's realm of analysis for their lines of business.

Populating fields from the scheme, scheme version or scheme version analyte

When a scheme or analyte is added to a quote to create a quote scheme or quote scheme analyte, then the population of fields that default from the scheme, scheme version or scheme version analyte is affected by the scope of the quote and the scope of the scheme.

Any laboratory that enables an org-scope scheme for use in their laboratory have an enabled-scope copy of the scheme created. The highest published scheme version of that org-scope scheme also has an enabled-scope copy of the scheme version created for the laboratory. Likewise, each analyte within the highest published scheme version of that org-scope scheme also has an enabled-scope copy of the analyte created for the laboratory.

Defaults set from a scheme, scheme version or scheme version analyte are applied as follows:

1. Applying an org-scope scheme or analyte to an org-scope entity—The scheme and analyte-related values default from the org-scope scheme, scheme version or scheme version analyte.
2. Applying an enabled-scope scheme or analyte to a lab-scope entity—The scheme and analyte-related values default from the enabled-scope scheme, scheme version or scheme version analyte, with the various exceptions (as observed in the population of the tables).
3. Applying a lab-scope scheme or analyte to a lab-scope entity—The scheme and analyte-related values default from the lab-scope scheme, scheme version or scheme version analyte.