Conditions for Defaulting Precursor Sample Scheme Relationships

For the scheme being added, if the master scheme contains precursor scheme relationships, and one or more of those precursor schemes are registered on the sample also, and not necessarily in the same process but possibly in a later process, then these relationships are maintained for the sample schemes unless the sample scheme's Precursor Scheme Code is already defined. If the master scheme contains more than one precursor scheme and more than one of these schemes are registered on the sample, and the sample scheme's Precursor Scheme Code is empty, then the scheme's Precursor Scheme Code is set to the scheme with the lowest alphanumeric Scheme Code.

Links to the precursor scheme code and version are placed on the sequel sample scheme. These links are removed from the sequel sample scheme if the precursor scheme is removed from the sample. When a job save as, create sample from template, copy sample, create composite sample, create batch (but only if the precursor scheme is also batched), update QC, or add QCs samples via the CCQCSM—Sample Modification application process occurs, then the destination sample scheme inherits the links to its precursor scheme code and version from the source sample scheme.

Where a scheme is linked to a precursor scheme and that precursor scheme has Auto Profile checked, then the precursor scheme is registered automatically, providing the following conditions are satisfied. If any of these conditions are not satisfied, then a sample scheme is not added for the precursor scheme, and the registered sample scheme has no link to a non-existent precursor sample scheme. These conditions include:

• The precursor scheme flagged for auto-registration is in an active state.
• Where the scheme being added is an enabled-scope scheme (an org-scope scheme that is enabled for use by a laboratory), then the precursor scheme flagged for auto-registration must also be enabled for use by the laboratory.

Example: Given schemes SchA with precursor schemes Prec1 and Prec2 exist, and Prec2 has Auto Profile checked, and SchA and Prec2 are registered for Sample1 such that Sample1SchA Precursor Scheme Code is Prec2, when Prec1 is registered for Sample1, then the default precursor scheme code for Sample1SchA is still Prec2, that is, if the sample scheme's Precursor Scheme Code is already defined, then subsequent registration of other precursor schemes does not update the sample scheme's Precursor Scheme Code.

Example: Given schemes SchA with precursor schemes Prec1 and Prec2 exist, and Prec2 has Auto Profile checked, and SchA and Prec2 are registered for Sample1 such that Sample1SchA Precursor Scheme Code is Prec2, and Prec2 is deleted from Sample1 such that Sample1SchA Precursor Scheme Code is cleared, when Prec1 is registered for Sample1, then Sample1SchA Precursor Scheme Code is set to Prec1, that is, if the sample scheme's Precursor Scheme Code is empty, then subsequent registration of other precursor schemes can update the sample scheme's Precursor Scheme Code.

Example: Given schemes SchA with precursor schemes Prec1, Prec2, Prec3 exist, and SchA, Prec1, Prec2 and Prec3 are registered for Sample1 such that Sample1SchA Precursor Scheme Code is Prec1, when Prec1 is deleted from Sample1, then Sample1SchA Precursor Scheme Code is first cleared and then set to the first alphabetic precursor scheme of SchA, that is, to Prec2.

Example: Given Ana1 with precursor schemes Prec1, Prec2 exist, where Prec2 has Auto Profile checked, and Prec1 is registered for Sample1, when Ana1 is later registered for Sample1 which results in Prec2 being auto-registered for the sample, then the precursor scheme for Sample1Ana1 is Prec2.