CCWKBK—Search Workbook

Processes associated with this form
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.

  • Open Worklists—Launch the CCWKOPTRAN—Workbook Open Transposed Detail screen containing the worklist for the selected sample. This displays a transposed worksheet in worklist mode which allows data entry for one sample at a time, typically the mode used to perform instrument data entry.

Primary Criteria Tab

  • Scope

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

  • 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.

  • 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".

  • SSA Workflow Status

    Search jobs by the workflow status of an associated sample scheme analyte:

    • Not Started

    • Listed Not Received

    • Started

    • No Result

    • Completed

    • Analysed

    • Released

    • Repeat

    • Check

    • Cancelled

    • Not Analysed

    • Insufficient Sample.

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

    The criteria is not available unless the Job Name criteria is populated (which is why the field is on this tab).

  • SSA User Workflow Status

    Search jobs by the user workflow status of an associated sample scheme analyte. The drop-down list contains user workflow statuses from the System Table Codes with a Table Type of C30—User Statuses, as configured in the MSETBL—Table Code Service application.

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

    The criteria is not available unless the Job Name criteria is populated (which is why the field is on this tab).

  • 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 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 stakeholder client.

  • Stakeholder Client Name

    Search jobs by the name of an associated stakeholder client.

  • Stakeholder Contact Code

    Search jobs by the code of an associated stakeholder contact.

  • Stakeholder Contact Name

    Search jobs by the name of an associated stakeholder contact.

  • Stakeholder User Code

    Search jobs by the code of an associated stakeholder user.

  • Promotable job templates only

    Search jobs by whether a template job contains a job scheme where the scheme has a higher published version available. Where this is selected, then the search depends upon the selection of the Job Type search criteria:

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

    • Template or Schedule—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 the code of an associated invoice-to client on a job invoice.

  • Invoice to Client Name

    Search jobs by the name of an associated invoice-to client on a job 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 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 that only template jobs have the Is Active property displayed by default on the CCREGN—Update Job screen.

  • 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.

  • 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.

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 and instruments, 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.

  • 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.

  • Instrument Group Code

    Search jobs by the code of an instrument group linked to an associated job scheme.

  • Instrument Code

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

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

    • 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.

    • Modify QC Sample—Launch the CCQCSM—Update QC Sample Modification application to update the QC samples for the job.

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

    • Open CCWKOP—Launch the CCWKOP—Search Open Workbook application to access the workbooks for the job.

    • Open Worklist—Launch the CCWKOPTRAN—Workbook Open Transposed Detail screen containing the worklist for the first sample in the job. This displays a transposed worksheet in worklist mode which allows data entry for one sample at a time, typically the mode used to perform instrument data entry.

    • Open Workbook—Launch the CCWKOP—Open Workbook application for the selected job, with final results, with all QC samples included, read-write mode, and all racks, schemes, and normal display mode.

  • 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.

    • Reset—Remove any associations with laboratory batch jobs and samples, effectively removing the job from any laboratory batch job.