Workflow Cascade from SS to Sample

A sample's Workflow Status is evaluated from each underlying sample scheme's Workflow Status.

Note: A sample/job has to have at least one analytical analyte that is workflow active for a sample to eventually become complete. For example, a sample/job cannot just contain a miscellaneous scheme for the sample/job to become complete.

For example: If a job has four samples and only a miscellaneous scheme registered on each of those samples, if the job scheme is completed using the Set Scheme Workflow Status flow on the job scheme, then each related sample scheme becomes completed, but the sample and the job remain as not started.

Miscellaneous schemes do not contribute towards determining a sample's Workflow Status, therefore, starting or completing a miscellaneous scheme does not change the sample's Workflow Status.

If the sample's Workflow Status is Registered then the sample's Workflow Status is not updated. A sample's Workflow Status can only progress beyond registered by sample activation. This includes when a sample scheme is set to LNR, IS, NA or NR on the sample grid or in workbook, such that:

Sample's Workflow Status	Comment
Registered	Set at sample creation (only when the job's Workflow Status is Registered).
Listed Not Received	Set by the cascade engine when all sample schemes associated with the sample have Workflow Status of Listed Not Received.
Not Started	Set by job activation, or at the creation of a sample group when the sample group is expanded Conditions for Auto-activation of a Job or set at sample creation (only when the job's Workflow Status is Not Started), or by the cascade engine when all sample schemes associated with the sample have a Workflow Status of Not Started.
Started	Set by the cascade engine when at least one sample scheme associated with the sample has a Workflow Status of Started, Analysed, Released or Completed, but not all sample schemes' Workflow Status are Analysed, Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result.
Analysed	Set by the cascade engine when, for the sample schemes associated with the sample, each Workflow Status is Analysed, Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, and at least one sample scheme's Workflow Status is Analysed.
Released	Set by the cascade engine when, for the sample schemes associated with the sample, each sample scheme's Workflow Status is Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, and at least one sample scheme's Workflow Status is Released.
Completed	Set when the sample is validated manually or set by cascade from sample Scheme in context of a laboratory-batch sample Conditions for Auto-completion of a Laboratory Batch Sample or set by cascade from sample scheme in context of a non-laboratory-batch sample Conditions for Auto-completion of a Production, Proposal or Template Sample
Validated Date stamped	Set by the cascade engine context of a laboratory-batch sample, or set by the cascade engine in context of a non-laboratory-batch sample.
No Result	Set by the cascade engine when all sample schemes associated with the sample have a Workflow Status of Insufficient Sample, Not Analysed or No Result, and at least one sample scheme associated with the sample has a Workflow Status of No Result.
Not Analysed	Set by the cascade engine when all sample schemes associated with the sample have a Workflow Status of Insufficient Sample or Not Analysed, and at least one sample scheme associated with the sample has a Workflow Status of Not Analysed.
Insufficient Sample	Set by the cascade engine when all sample schemes associated with the sample have a Workflow Status of Insufficient Sample.

Proceeding from the first row, where the statement is correct on a row, the workflow status in the right-hand column of that row is set on the sample, and the process exits.

Underlying sample schemes	Sample
If all LNR	LNR, exit
If all IS	IS, exit
If all IS, NA	NA, exit
If all IS, NA, NR	NR, exit
If all NST, REP, LNR, IS, NA, NR	NST, exit
If all CPL, LNR, IS, NA, NR	CPL, exit
If all REL, CPL, LNR, IS, NA, NR	REL, exit
If all ANA, REL, CPL, LNR, IS, NA, NR	ANA, exit
Else	STA, exit

If all underlying sample schemes have their Validated Date stamped, and:

a) The sample is a production, proposal or template sample and the AUTO_VALIDATE_SAMPLES application preference is checked, or

b) The sample is a laboratory batch sample and the AUTO_VALIDATE_BATCH_SAMPLES application preference is checked,

then the sample is validated.

If all underlying sample schemes have a Workflow Status of Completed, Insufficient Sample, Not Analysed or No Result, and:

a) The sample is a production, proposal or template sample and the AUTO_COMPLETE_SAMPLES application preference is checked, or

a) The sample is a laboratory batch sample and the AUTO_COMPLETE_LAB_BATCH_SAMPLES application preference is checked,

then the sample is completed.

Workflow Cascade when Auto Complete Misc or prep Schemes is Active

When a sample's Workflow Status is set to Started, Analysed, Released, Completed, where the AUTO_COMPLETE_PREP application preference is checked and at least one underlying sample scheme with analytes (that is, where the scheme's Scheme Type is Analytical Prep or Analytical) has a Workflow Status of Started, Analysed, Released or Completed, then each underlying sample preparation sample scheme (that is, where the scheme's Scheme Type is Sample Prep) is set to Completed if it was not already completed. That is, auto-complete preparation schemes is applied across the sample.

When a job's Workflow Status is set to Started, or new samples are added to the job where the job's Workflow Status is Started, where the AUTO_COMPLETE_MISC application preference is checked, then for each miscellaneous scheme on the job (that is, where the scheme's Scheme Type is Miscellaneous), the miscellaneous job scheme's Workflow Status is set to Completed if it was not already completed, and each underlying miscellaneous sample scheme's Workflow Status is set to Completed if it was not already completed. That is, auto-complete miscellaneous schemes is applied across the job.

When a Scheme Type of Miscellaneous is profiled with a sample and the AUTO_CASCADE_MISC is set to True, then the sample-scheme's workflow status cascades up to the sample's workflow status.