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.

• 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.

Primary Criteria Tab

• Scope

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

• Archive Status

  Search jobs by 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

  • Lab Batch

  • Internal

  • Proposal

  • Template.

• 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 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 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 the contract.

• Client Submission #

  Search jobs by the client submission number.

• Cost Centre Code

  Search jobs by the code of an associated cost centre.

• Client Code

  Search jobs by the code of an associated client.

• Client Name

  Search jobs by the name of an associated client.

• Contact Code

  Search jobs by the code of an associated contact.

• Contact Name

  Search jobs by the name of an associated contact.

• Project Code

  Search jobs by the code of an associated project.

• Project Name

  Search jobs by the name of an associated project.

• Stakeholder Client Code

  Search jobs by the code of an associated client stakeholder.

• Stakeholder Client Name

  Search jobs by the name of an associated client stakeholder.

• Stakeholder Contact Code

  Search jobs by the code of an associated contact stakeholder.

• Stakeholder Contact Name

  Search jobs by the name of an associated contact stakeholder.

• Stakeholder User Code

  Search jobs by the code of an associated user stakeholder.

• Promotable job templates only

  Search jobs by whether a template job contains a job scheme where the scheme has a higher published version available.

  • Checked—If the Job Type search criteria is Production, Lab Batch, Internal or Proposal, then the Job Type search criteria is IGNORED, and only template jobs are searched.

  • Checked—If the Job Type search criteria is Template or Schedule, then the Job Type search criteria is USED, and the specified job types are searched.

  This allows for the selection of template jobs for promotion to the latest published scheme version from the search results grid.

• Invoice To Client Code

  Search jobs by code of the invoice-to client invoice.

• Invoice To Client Name

  Search jobs by the name of the invoice-to client invoice.

• 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 a job has 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 activity status:

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

  • Active only—Only jobs which are active are returned from the search.

  • Inactive only—Only jobs which are not active are returned from the search.

  Note that 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.

• Exclude Jobs on Report Requests

  Indicates whether to exclude jobs that are already included in the report request so that only those jobs not associated with the report request are returned from the search.

Job Criteria Tab

The job criteria, including dates, to search for report requests.

• Registered By

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

• Received By

  Search jobs by the code of 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 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 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 the 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.

Biofields Tab

The job and sample biofield criteria to search for report requests.

• Biofield Code

  Search jobs by the code of an associated job biofield. 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.

  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).

Search Results Grid

• Grid flows

  • Add with all Samples and Schemes and Analytes—Add samples and tests from a job to the current report request.