Screen flows

• Submit—Perform a search using the entered search criteria and display the results in the grid.

• New Search—Return to the Search screen and clear the search results and the search criteria.

• New—Create a new item related to the application.

• Saved Searches—Display a saved searches menu where you can save a search, rename and delete existing searches. Refer to Using the Screen Interface for more information.

• Quick Open—Locate a job by name and open the job.

Primary Criteria Tab

• Scope

  Search jobs by scope. The following options are available: All, Laboratory only, Organisation only.

• Archive Status

  Search jobs by their archive status:

  • Online Only (default)—Return jobs that reside in the Live Production Environment only.

  • Online and Archived—Return jobs that reside in the Live Production Environment or Archive Repository.

  • Online, Archived & Obsolete—Return jobs that reside in the Live Production Environment, Archive Repository or Offline Storage.

• Job Type

  Search jobs by type:

  • Production—A production job is a collection of samples and their tests submitted from a client, from which a certificate report of results is generated for the client.

  • Lab Batch—A laboratory batch job is a collection of samples for common testing, gathered together to save on costs and for time efficiency of preparation and analysis.

  • Internal—An internal job is a collection of samples and tests registered for internal purposes, for example, analysis of instrument calibration.

  • Proposal—A proposal job is a collection of proposed samples and tests for a client, so that the client can be given an example of a typical report and invoice if real samples were submitted for testing.

  • Template—A template job is used to create other jobs and can contain a collection of template samples and their tests that are optionally included when creating a job from it.

  • Schedule—A schedule job is similar to a template job except that it has a registration frequency, and contains a collection of stream samples and their tests, that may be used interactively to draft a job, update the draft job content, and from that create or update a production job, or that may be used by the batch queue at the scheduled time to create or update a production job with stream samples. A stream sample is a sample of a known product that is taken a particular location in the production process, or a standard sample that is inserted into the analytical stream of samples from the production process.

  • Draft—A draft job is a transient job that is created interactively from a schedule job, upon which its registration details, samples and tests can be modified prior to it being enacted to create samples in a production or internal job.

• Job Code

  Search jobs by code.

• Job Name

  Search jobs by name.

• Description

  Search jobs by description.

• Job Category

  Search jobs by category. Selected from categories with a Category Type of JOBS.

• Workflow Status

  Search jobs by workflow status:

  • Registered

  • Not Started

  • Started

  • Analysed

  • Released

  • Completed

  • Finalised

  • Cancelled—Where this workflow status is included in the criteria and the Include Cancelled Jobs check box is:

    • Checked—Cancelled jobs are included in the search result set.

    • Unchecked—The Workflow Status of Cancelled is ignored, such that, cancelled jobs are excluded from the search result set.

    Multiple criteria can be entered in the field to be applied as "Or".

• QC Status

  Search jobs by composite QC status:

  • Not Tested

  • Not Required

  • Pass

  • Warning

  • Failure.

  Where multiple criteria are entered, then the criteria are applied as "Or".

• Spec Status

  Search jobs by composite specification status:

  • Not Tested

  • Not Required

  • Pass

  • Warning

  • Failure.

  Where multiple criteria are entered, then the criteria are applied as "Or".

• Priority

  Search jobs by priority. Entered in the format xN, where x is an integer and N is a code for a date-time period: S (second), N (minute), H (hour), D (day), M (month), Y (year). For example, 10D (10 days), 30N (30 minutes).

• Contract Submission #

  Search jobs by contract submission number.

• Contract

  Search jobs by contract.

• Client Submission #

  Search jobs by client submission number.

• Cost Centre Code

  Search jobs by the code of a job's cost centre.

• Client Code

  Search jobs by the code of a job's client. Where a Client Code is selected, then also:

  • Contact Code

    Search jobs by the code of a job's contact.

  • Project Code

    Search jobs by the code of a job's project.

• Client Name

  Search jobs by the name of a job's client.

• Contact Name

  Search jobs by the name of a job's contact.

• Project Name

  Search jobs by the name of a job's project.

• Stakeholder Contact Code

  Search jobs by the code of a job stakeholder's contact.

• Stakeholder Client Code

  Search jobs by the code of a job stakeholder's client. Where a Stakeholder Client Code is selected, then also:

• Stakeholder Client Name

  Search jobs by the name of a job stakeholder's client.

• Stakeholder Contact Name

  Search jobs by the name of a job stakeholder's contact.

• Stakeholder User Code

  Search jobs by the code of a job stakeholder's user.

• Promotable Jobs Only

  Search jobs by whether a job contains a job scheme where the scheme has a higher published version available. This allows for the selection of jobs for promotion to the latest published scheme version from the search results grid.

• Invoice to Client Code

  Search jobs by the code of a job invoice's client.

• Invoice to Client Name

  Search jobs by the name of a job invoice's client.

• Sort Order

  The order in which the results are returned to the search results grid:

  • Registered Date ASC, Registered Date DESC (Default)

  • Received Date ASC, Received Date DESC

  • Required Date ASC, Required Date DESC

  • Agreed Date ASC, Agreed Date DESC

  • Possible Date ASC, Possible Date DESC

  • Job Name ASC, Job Name DESC

  • Priority ASC, Priority DESC

  • Client Name ASC, Client Name DESC

  • Job Type ASC, Job Type DESC.

• Has Invoice

  Search jobs by whether they have job invoices:

  • All (default)—No filter is applied for this criteria.

  • Yes—Only production, proposal, template, schedule or draft jobs which have at least one job invoice are returned from the search.

  • No—Only production, proposal, template, schedule or draft jobs which have no job invoices are returned from the search.

• Status

  Search jobs by status:

  • All (default)

  • Active only

  • Inactive only

  Note: Only template jobs have the Is Active property displayed by default on the CCREGN—Update Job screen.

• Include Cancelled Jobs

  Indicates whether to include cancelled jobs in the search. By default, cancelled jobs are not returned from a search. Where a Workflow Status of Cancelled is included in the criteria and this check box is:

  • Checked — Cancelled jobs are included in the search result set. The Cancelled date range criteria becomes available on the Job Criteria tab.

  • Unchecked — The Workflow Status of Cancelled is ignored, such that, cancelled jobs are excluded from the search result set.

• Archive Status

  Jobs move through different archive states over time. The available statuses are:

  • Online — Active jobs currently available in the operational database.

  • Archived — Jobs that have been archived.

  • Obsolete — Jobs that have progressed beyond the archived state and are no longer active.

If empty, the system automatically searches for Online jobs only. User can select multiple statuses when performing a search.

Job Criteria Tab

The primary job criteria, including dates, to search for jobs.

• Registered By

  Search jobs by the code of a user who registered a job.

• Received By

  Search jobs by the code of the a user who received a job.

• Owned By

  Search jobs by the code of a user who owns a job.

• Last Activated

  Search jobs by when a job was last activated. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Started

  Search jobs by when a job was started. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Registered

  Search jobs by when a job was registered. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Analysed

  Search jobs by when a job was analysed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Received

  Search jobs by when a job was received. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Released

  Search jobs by when a job was released. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Owner Changed

  Search jobs by when the owner of a job was changed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Validated

  Search jobs by when a job was validated. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Completed

  Search jobs by when a job was completed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Required

  Search jobs by when a report of a job is required. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• First Reported

  Search jobs by when a job was first included in the generation of a preliminary or final certificate report. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Reported

  Search jobs by when a job was last reported. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Possible

  Search jobs by when a report of a job is possible. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Invoiced

  Search jobs by when a job was last invoiced. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Agreed

  Search jobs by when a report of a job is agreed to be ready. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Finalised

  Search jobs by when a job was finalised. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Archived

  Search jobs by when a job was last archived. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Authorised

  Search jobs by when a job was authorised. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Cancelled

  Search jobs by when a job was cancelled. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

  This search criteria only displays where the Include Cancelled Jobs check box on the Primary Criteria tab is checked.

Sample Criteria Tab

The sample criteria, including dates, to search for jobs.

• Sample Code

  Search jobs by code of a sample associated with a job.

• Sample Name

  Search jobs by name of a sample associated with a job.

• Client Sample Name

  Search jobs by the client sample name of a sample in a job.

• Product Code

  Search jobs by the code of a product associated with a sample in a job.

• Workflow Status

  Search jobs by a sample's workflow status. This can be:

  • Registered

  • Not Started

  • Listed Not Received

  • Started

  • Insufficient Sample

  • Analysed

  • Released

  • Completed

  • Finalised

  • Cancelled—Where this workflow status is included in the criteria and the Include Cancelled Jobs check box is:

    • Checked—Cancelled jobs are included in the search result set.

    • Unchecked—The Workflow Status of Cancelled is ignored, such that, cancelled jobs are excluded from the search result set.

  • No Result

  • Not Analysed.

    Multiple criteria can be entered in the field to be applied as "Or".

• Registered

  Search jobs by when a sample in a job was registered. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Received

  Search jobs by when a sample in a job was received. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Required

  Search jobs by when a report a sample in a job is required. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Activated

  Search jobs by when a sample in a job was last activated. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Started

  Search jobs by when a sample in a job was started. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Analysed

  Search jobs by when a sample in a job was analysed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• First Reported

  Search jobs by when a sample was first included in the generation of a preliminary or final certificate report. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Reported

  Search jobs by when a sample in a job was last reported. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Completed

  Search jobs by when a sample in the job was completed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Validated

  Search jobs by when a sample in the job was validated. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

Analysis Criteria Tab

The analysis criteria, including dates, to search for jobs.

• Scheme Code

  Search jobs by the code of an associated job scheme. Schemes returned from the search include a) org-scope schemes that have no line of business or a line of business matching one of the laboratory's lines of business, and b) lab-scope schemes.

• Version Number

  Search jobs by the version number of an associated job scheme.

• Analyte Code

  Search jobs by the code of an associated job scheme analyte.

• Section Code

  Search jobs by the code of a section linked to an associated job scheme.

• Workflow Status

  Search jobs by the workflow status of an associated job scheme:

  • Not Started

  • Started

  • Analysed

  • Released

  • Completed.

  Multiple criteria can be entered in the field to be applied as "Or".

• Started

  Search jobs by when an associated job scheme was started. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Analysed

  Search jobs by when an associated job scheme was analysed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Released

  Search jobs by when an associated job scheme was released. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Completed

  Search jobs by when an associated job scheme was completed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Validated

  Search jobs by when an associated job scheme was validated. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

Biofields Tab

The biofields criteria, each with a range or selection of values, to search for jobs. For example, locate any job that has a biofield where the Biofield Code is SHIP, Description is Ship and the biofield has the value MV Darwin or MV Sydney and another biofield where the Biofield Code is ARRIVAL and the biofield has a Value in the range 2 May 2014—30 May 2014.

• Biofield Code

  Search jobs by the code of an associated job biofield. More search criteria fields display according to the selected Biofield Code, for example, lists for list type codes, date pickers for date types, or wildcard or text values. A biofield may be selected from the drop-down list that contains active job biofields in scope, and linked to no line of business or to a line of business associated with the laboratory, as configured in the CCBFLD—Biofield application. Click the field hyperlink to display the CCBFLD—Search Biofield screen, select the appropriate value and click Select and Return to populate the field with the selected value.

Search Results Grid

• Row flows

  • Save As—Save the selected job as a new job. Only applicable if a job's Job Type is Production, Internal, Proposal, Template or Schedule.

  • Open Batch Sample Maintenance—Launch the CCBTSM—Batch Sample Maintenance application for the selected job. Only applicable if a job's Job Type is Production, Laboratory Batch, Internal or Proposal.

  • Open Validation—Launch the CCVALN—Job and Sample application for the selected job. Only applicable if a job's Job Type is Production, Laboratory Batch, Internal or Proposal.

  • Cancel—Cancel a job, which sets a job's Workflow Status to Cancelled. Only applicable if a job's Job Type is Production, Laboratory Batch, Internal, Proposal or Template.

  • Reinstate—Reinstate a cancelled job, in which a job's Workflow Status is recalculated from its samples.

  • Open Sample Grid—Launch the CCSGRD—Update Sample Gridding screen for the selected job.

  • Set Scheme Workflow Status—Display a dialog box that allows the workflow status of one or more job schemes, where the job scheme has no associated job scheme analytes, to be updated.

    Note: To update a job scheme's Workflow Status, a user must be a member of the section's access user group for the associated scheme.

  • Create Draft—Create a draft job from the schedule job. Only applicable if a job's Job Type is Schedule.

  • Enact—Create a production or internal job from a draft job. Only applicable if a job's Job Type is Draft.

• 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.

  • Promote—Promote template, schedule, production or internal selected jobs to contain the latest scheme version for their job scheme version analytes.

  • Mark As Received—Mark a job as received by the laboratory for a specific Received On date-time, where the job is not already marked as received.

  • Unfinalise—Unfinalise a job, which unstamps a job's Finalised Date.

  • Finalise—Finalise a job, which stamps the job's Finalised Date.

    • Jobs with a Job Type of Production, Laboratory Batch, Internal and Proposal can only be finalised if the job has a Workflow Status of Completed and the job's Validated Date is defined.

    • Jobs with a Job Type of Template and Schedule can be finalised regardless of the Workflow Status.

    • Jobs with a Job Type of Draft cannot be finalised.

  • Cancel—Cancel a job, which sets a job's Workflow Status to Cancelled. Only applicable if a job's Job Type is Production, Laboratory Batch, Internal, Proposal or Template.

  • Reinstate—Reinstate a cancelled job, in which a job's Workflow Status is recalculated from its samples.