Screen flows

• Submit—Validate and save the changes.
• Refresh—Reload the original data. Any changes made since the last submit are lost.

• Load from Scanner—Load portions whose bar codes are scanned, to easily update portion data without the need for manual entry.

• Containerise Job—Containerise portion of a job and optional type of single-capacity container type into a container of a selected multi-capacity container type.

• Update Laboratory Portions—Update the laboratory portions that are required for the samples, based upon the distinct list of container types associated with the schemes registered on the samples.

• Load from File—Load portions using details contained within a file.

Header

• Mode

  The mode for interacting with portions:

  • SEARCH Portions on Submit—Search for portions using the entered criteria and return the results to the portions grid.

  • CREATE Barcode Portions on Submit—Create portions on submit using the Location Code, Sample Handling Code, Single-capacity Container Type Code and Notes entered in the Creation/Update Details section.

  • UPDATE Barcode and Searched Portions on Submit—Update portions on submit for those fields where the is selected, including the Location Code, Sample Handling Code, Single-capacity Container Type Code and Notes entered in the Creation/Update Details section.

• Bar Code

  Search portions by a bar code identification. Where the Mode is selected as UPDATE Barcode Portions on Submit, then the Bar Code must contain the identification of the jobs and samples for the portion detail update.

• Status

  Search portions by status:

  • All

  • Active only

  • Inactive only.

• Client Names

  Search portions by the name of the client associated with a portion. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. Click the field hyperlink to display the CCCLNT—Search Client screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Scheme Code

  Search portions by code of an associated scheme. A scheme may be selected from the drop-down list that contains active schemes in scope, as configured in the CCSCHM—Scheme application. Click the field hyperlink to display the CCSCHM—Search Scheme screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Product Codes

  Search portions by the code of the product for a sample associated with a portion. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. Click the field hyperlink to display the CCPRDT—Search Product screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Portion Type

  Search portions by the type:

  • All—Portions originating either from the client or generated in-house, or those portions generated in the laboratory based upon scheme requirements.

  • As Registered—Portions either originating from the client or generated in-house

  • Laboratory—Potions generated in the laboratory based upon scheme requirements.

• Disposal Sample Handling Codes

  Search portions by the associated disposal sample handling code. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. Click the field hyperlink to display the CCSHND—Search Sample Handling screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Location Codes

  Search portions by a code of an associated location. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. Each location's hierarchy precedes its location code. The list is filterable using % and _ wildcards. Refer to Using the Screen Interface. Click the field hyperlink to display the CCLCTN—Search Location screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Hazard Codes

  Search portions by the code of an associated hazard. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. Click the field hyperlink to display the CCHZRD—Search Hazard screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Check In On

  Search portions by the date-time at which a portion was check into the current location. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Checked In By

  Search portions by the code of the user who checked the portion into the current location.

• Single Capacity Container Type Codes

• Search portions by the code of the single-capacity container type associated with a portion. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. A container type may be selected from the drop-down list that contains active container types in scope with a Capacity Type of Single, as configured in the CCCNTP—Container Type application. Click the field hyperlink to display the CCCNTP—Search Container Type screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Sample Handling Codes

  Search portions by the code of the sample handling associated with a portion. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. Click the field hyperlink to display the CCSHND—Search Sample Handling screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Sample Handling Due Date

  Search portions by the date-time at which the sample handling for a portion is due. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Sample Handling Started Date

  Search portions by the date-time at which the sample handling for a portion was started. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Sample Handling Started By

• Search portions by the code of the user who started the sample handling for a portion.

• Multi-capacity Container Type Codes

  Search portions by the code of a multi-capacity container type associated with a portion at containerisation. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. A container type may be selected from the drop-down list that contains active container types in scope with a Capacity Type of Multiple, as configured in the CCCNTP—Container Type application. Click the field hyperlink to display the CCCNTP—Search Container Type screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Multi-capacity Container Type Names

  Search portions by the name of a multi-capacity container type associated with a portion at containerisation. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options. A container type may be selected from the drop-down list that contains active container types in scope with a Capacity Type of Multiple, as configured in the CCCNTP—Container Type application. Click the field hyperlink to display the CCCNTP—Search Container Type screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Notes

  Search portions by the associated notes.

• Include Cancelled Job

  Indicates whether to include cancelled jobs in the search. By default, cancelled jobs are not returned from a search.

• Creation/Updated Details

  Details that are applied to portions when they are created or updated. A field in this section must have its check box checked for an update to apply the field's value. Only applicable where the Mode is selected as CREATE Barcode Portions on Submit or UPDATE Barcode Portions on Submit.

• Update Portion Type

  Only shown where Mode is UPDATE Barcode and Searched Portions on Submit.

  The type of portion that is included in an updated:

  • All—Portions originating either from the client or generated in-house, or those portions generated in the laboratory based upon scheme requirements.

  • As Registered—Portions either originating from the client or generated in-house

  • Laboratory—Potions generated in the laboratory based upon scheme requirements.

• Location Code

  Only shown where Mode is CREATE Barcode Portions on Submit or UPDATE Barcode and Searched Portions on Submit.

  The code of the location applied when a portion is created or updated. A location may be selected from the drop-down list that contains active locations in scope, as configured in the CCLCTN—Location application. Each location's hierarchy precedes its location code. The list is filterable using % and _ wildcards. Refer to Using the Screen Interface. Click the field hyperlink to display the CCLCTN—Search Location screen, select the appropriate value and click Select and Return to populate the field with the selected value.

  Where Mode is UPDATE Barcode Portions on Submit, then the check box next to the field must be selected for the update to be applied.

  Note: A portion's location cannot be cleared. If the intention is to assign the portion to a disposed or end-of-life status, use a location that represents that.

• Sample Handling Code

  Only shown where Mode is CREATE Barcode Portions on Submit or UPDATE Barcode and Searched Portions on Submit.

  The code of the sample handling applied when a portion is created or updated. A sample handling action may be selected from the drop-down list that contains active sample handling actions in scope, as configured in the CCSHND—Sample Handling application. Click the field hyperlink to display the CCSHND—Search Sample Handling screen, select the appropriate value and click Select and Return to populate the field with the selected value.

  Where Mode is UPDATE Barcode Portions on Submit, then the check box next to the field must be selected for the update to be applied.

• Single-capacity Container Type Code

  Only shown where Mode is CREATE Barcode Portions on Submit or UPDATE Barcode and Searched Portions on Submit.

  The code of the single-capacity container type, that is, a container type with a Capacity Type of Single, applied when a portion is created or updated. A container type may be selected from the drop-down list that contains active container types in scope with a Capacity Type of Single, as configured in the CCCNTP—Container Type application. Click the field hyperlink to display the CCCNTP—Search Container Type screen, select the appropriate value and click Select and Return to populate the field with the selected value.

  Where Mode is UPDATE Barcode Portions on Submit, then the check box next to the field must be selected for the update to be applied.

• Notes

  Only shown where Mode is CREATE Barcode Portions on Submit or UPDATE Barcode and Searched Portions on Submit.

  The notes applied when a portion is created or updated.

  Where the Mode is UPDATE Barcode Portions on Submit, then the check box next to the field must be checked for the update to be applied.

Search Results Grid

• Grid flows

  • Export to Report—Report selected records from the search display grid. Available report templates are defined by the SEARCH_REPORT_<ApplicationName> application preference.

  • Apply—Apply the updates to portions.

  • Delete—Delete the selected portions.

  • Containerise—Display the Containerise dialog box, to specify the multi-capacity container type to containerise the selected portions.

  • Decontainerise—De-containerise the selected portions, which effectively clears the Multi-capacity Container Type Code and Multi-capacity Container Name for a portion.

• Row Number

  The row number in the grid. Display only. Hidden on the grid by default, but added by showing individual grid items.

• Laboratory Code

  The code of the laboratory associated with the portion. Display only.

• Job Name

  The name of the job linked to the sample associated with the portion. Display only.

• Sample Name

  The name of the sample associated with the portion. Display only.

• Client Sample Name

  The client sample name of the sample associated with the portion. Display only.

• Description

  The description of the sample associated with the portion. Display only.

• Primary Analytical Type

  The primary analytical type of the sample associated with the portion. Display only.

• Portion Code

  The code of the portion. Display only.

• Portion Type

• The type of sample portion. Display only.

  • As Registered (Default)—A portion of sample that originates from the Client. A preparation facility can split additional As Registered portions from an initial As Registered portion submitted from a client.

  • Laboratory—A portion of sample, usually split from an As Registered portion, and used for a specific test or tests on the sample.

• Scheme Codes

  A comma-separated list of scheme codes registered on the sample, where the portion is associated with the sample schemes. Display only.

• Active

  Indicates whether the sample portion is active for use. When cleared, this often means that the sample portion is off-site or disposed. Display only.

• Location Code

  The code of the location associated with the portion. Display only.

• Location Hierarchy

  The hierarchical location associated with the portion. Display only.

• Location Name

  The name of the location associated with the portion. Display only.

• Checked In Date

  The date-time at which the portion was checked into the location. Display only.

• Checked In By

  The code of the user who checked the portion into the location. Display only.

• Single-capacity Container Type Code

  The code of the single-capacity container type associated with the portion, that is, the type of container that holds one sample portion. Display only.

• Single-capacity Container Type Name

  The name of the single-capacity container type associated with the portion. Display only.

• Sample Handling Code

  The code of the sample handling actioned upon the portion. Display only.

• Sample Handling Name

  The name of the sample handling actioned upon the portion. Display only.

• Started Date

  The date-time at which the portion started the sample handling action. Display only.

• Started By

  The code of the user who started the sample handling action on the portion. Display only.

• Due Date

  The date-time at which the portion's sample handling action is due completion, calculated as Started Date + the sample handling's Duration. Display only.

• Multi-capacity Container Type Code

  The code of the multi-capacity container type associated with the portion, that is, the type of container that holds containerised portions of this type. Display only.

• Multi-capacity Container Type Name

  The name of the multi-capacity container type associated with the portion. Display only.

• Multi-capacity Container Name

  The name of the multi-capacity container assigned to the portion during containerisation. Display only.

• Client Name

• Name of the client linked to the sample associated with the portion. Display only.

• Client Contact Name

  The name of the client contact linked to the sample associated with the portion. Display only. Hidden on the grid by default, but added by showing individual grid items.

• Client Project Name

  The name of the client project linked to the sample associated with the portion. Display only. Hidden on the grid by default, but added by showing individual grid items.

• Notes

  Notes regarding the portion.

• Job Cancelled On

  The date-time on which the job was cancelled, if it was cancelled. Display only. Hidden on the grid by default, but added by showing individual grid items.

• Job Cancelled By

  The code of the user who cancelled the job, if it was cancelled. Display only. Hidden on the grid by default, but added by showing individual grid items.

• Job Cancelled/Reinstate Reason

  The reason for why the job was cancelled or reinstated, if it was cancelled or reinstated. Display only. Hidden on the grid by default, but added by showing individual grid items.

• Sample WorkFlow Status

  The sample's Workflow Status for the sample associated with the portion. Display only. Hidden on the grid by default, but added by showing individual grid items.

• Job WorkFlow Status

  The associated job's Workflow Status. Display only. Hidden on the grid by default, but added by showing individual grid items.