Maintain jobs

To quickly open a job:

  1. Access the CCREGN—Job application from the main menu or quick launch to display the CCREGN—Search Job screen.

  2. Click Quick Open to display the Quick Open dialog box.

  3. Enter or scan the Job Name.

  4. Click OK to display the CCREGN—Job Detail screen, providing the job name is for a valid job.

To search for jobs:

  1. Access the CCREGN—Job application from the main menu or quick launch to display the CCREGN—Search Job screen.

  2. Select the Scope, Job Type and Archive Status on the Primary Criteria tab.

    Tips:

    • When a lab-scope job is created using an enabled-scope scheme, then the job is searchable by setting the Scheme Code search criteria on the Analysis Criteria tab either to the org-scope or enabled-scope scheme code. Both codes would appear in the drop-down list, and be the same code, but each scheme's name may be different.

    • The available biofields for the Biofield Code search criteria on the Biofields tab are filtered by those with org-scope that have either no line of business defined, or a line of business matching one of the laboratory's lines of business, or by those with lab-scope.

    • Cancelled jobs are excluded by default in search results. To return cancelled jobs in the search results set, include Cancelled in the Workflow Status criteria and select Include Cancelled Jobs. Where selected, then the Cancelled date range criteria becomes available on the Job Criteria tab. Where cleared, then any selection of Cancelled in the Workflow Status criteria is ignored. Refer to Cancelling Jobs for limitations placed on cancelled jobs and samples.

  3. Select a Sort Order on the Primary Criteria tab to pre-set the order of the records returned to the grid.

  4. Enter other relevant search criteria and click Search to display jobs that match the criteria.

    Note: All codes, enumerations and Job Name fields are case-sensitive for searching.

To export jobs to a report:

  1. Search for jobs.
  2. Select the check box in the first column of each job to be included in the report, or leave all jobs unselected to include all jobs in the report.
  3. Click Export to report on the grid to generate the grid report document.

    Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

    During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To update a job:

  1. Search for jobs.

  2. Open the required job to display the CCREGN—Job Detail screen.

    Note: The screen displays read-only if read-write security permissions are not granted or an active lock exists on the job or one of its job schemes.

  3. To update primary details:

    1. Select the Primary Details tab.
    2. Select another Client Code, as required, and where the system is configured to allow this.
    3. Select the Project Code and Contact Code, as required.
    4. Select whether to Auto-validate Job.
  4. To enter job notes:

    1. Select the Notes tab.

    2. Update Registration Notes, Preparation Notes, Analysis Notes or Report Notes.

    3. Format entered text using the toolbar. HTML formatted text can be pasted from one CCLAS rich text notes field into another rich text notes field, such that, the formatting is preserved.

    4. To insert a Canned Comment, click F2 to display the Select Canned Comment dialog box.

    5. Select the default or another Canned Comment Type and Canned Comment Subtype.

    6. Select an optional Category Code to filter the Canned Comment Code drop-down list by the selected category.

    7. Enter or select Canned Comment Code from the drop-down list to embed the canned comment long form content into the note field. Note that Cancel can be clicked at any time to exit canned comment selection.

  5. Update other details, as required.
  6. Click Submit.

To delete a job:

  1. Search for jobs.

  2. Open the required job to display the CCREGN—Job Detail screen.

  3. Note: The screen displays read-only if read-write security permissions are not granted or an active lock exists on the job or one of its job schemes.

  4. Click Delete to display the Confirm Delete dialog box.

  5. Click Confirm.