Applying Sample Gridding

Overview

A sample grid shows the intersections between samples and tests for a job scheme and indicates where sample schemes and sample scheme analytes are registered for samples, and where a sample scheme or sample scheme analyte is marked as listed not received, insufficient sample, not analysed or no result, or is active for analysis.

Process

The CCSGRD—Sample Gridding application is accessed by opening the sample grid for a job when Maintaining Jobs or opening the sample grid for a job scheme when Maintaining Job Tests, or from the Registration » Job Registration menu option or quick launch, or by toggling the display mode in the CCSGRDINV—Inverted Gridding application.

A sample grid is displayed for a job or job scheme. The sample grid schemes and analytes are the job schemes and job scheme analytes.

The sample grid samples are samples registered for the selected job, and show the Sequence of the sample within the job or job scheme, the Primary Analytical Type, Sample Name and Client Sample Name.

The CCSGRD—Sample Gridding application presents the sample grid in normal mode that displays scheme-analytes across and samples down the page.

For a sample grid displayed in normal mode, the SAMPLE_GRIDDING_SCHEME_HDR_FIELD and SAMPLE_GRIDDING_ANALYTE_HDR_FIELD application preferences control the column width and which scheme and analyte attribute, respectively, is displayed in the column header.
Where a job scheme contains more samples than schemes and analytes, the normal mode of sample grid is better suited to see the intersections between samples and tests.

The CCSGRDINVM—Inverted Gridding application presents the sample grid in inverted mode that displays a separate scheme-analyte grid for each sample, then displays schemes and analytes vertically down the page.

Where a job scheme contains more schemes and analytes than samples, the inverted mode of sample grid is better suited to see the intersections between samples and tests.

The SAMPLE_GRIDDING_EXPAND_ALL_SCHEMES application preference is used to default whether the sample grid opens expanded to show all scheme and analyte columns or collapsed to show scheme columns only.

In collapsed mode, the sample grid cells are highlighted according to the sample scheme's Workflow Status, where the scheme is registered for the particular sample in the job.

In expanded mode, the sample grid cells are highlighted according to the sample scheme analyte's Workflow Status, where the analyte is registered for the particular sample and scheme in the job.

Different colours are used to indicate existence and workflow status. Initially only the job schemes are displayed, but these are expanded/collapsed to display/hide the job scheme analytes. Sub-analytes are displayed like ordinary analytes.

Jobs Created from Template or Other Jobs

When Registering Jobs from Template Jobs or Registering Jobs from other Registered Jobs, then the gridded sample schemes or sample scheme analytes are inherited into the new job. That is, if a sample, sample scheme or sample scheme analyte has a Workflow Status of Listed Not Received, Insufficient Sample, Not Analysed or No Result and it is copied as part of a sample copy, or QC sample creation, then the new sample, sample scheme or sample scheme analyte's Workflow Status defaults to the source sample, sample scheme and sample scheme analyte's Workflow Status, respectively.

Sample Grid Functions

Right-click menu options are available to set various workflow statuses on schemes and analytes of a sample: Set to LNR, Set to IS, Set to NA, Set to NR, and Reset. This sets the related sample scheme analyte's Workflow Status to Listed Not Received, Insufficient Sample, Not Analysed or No Result, respectively, or back to Not Started from one of these workflow statuses.

Once workflow statuses are changed at the sample scheme analyte level, the workflow statuses are a) cascaded up the production job tree when the grid is opened in context of a production, proposal, internal or template job, or b) cascaded up the laboratory batch job tree and then up the production job tree when the grid is opened in context of a laboratory batch job.

Restrictions on sample grid functions:

If a job's Workflow Status is Cancelled or Finalised, then changes to the sample grid cannot be applied.
The action to Set to LNR can only be applied when the sample scheme analyte has no result.
Conditions for Setting Sample Schemes and Analytes to Listed Not Received
Restrictions on Setting Samples to LNR, IS, NA or NR

Upon Applying Sample Gridding

Upon applying sample gridding:

The event is audited. Refer to Reviewing Operational Data Audits.
Conditions for Calculating Expiry and Warning Dates
Conditions for Auto-calculation of Ready Dates

Apply sample gridding

Set to LNR

Regardless of whether the job scheme is expanded or collapsed, each sample scheme analyte associated with the selected cells has reset applied to the cell, providing the cell is not empty and has a registered sample scheme analyte in it, and that sample scheme analyte's Workflow Status is Not Started, Insufficient Sample, Not Analysed or No Result for that sample scheme analyte or for any sample scheme analyte affected by the LNR, then the sample scheme analyte is set to LNR, in which:

The Workflow Status of each selected sample scheme analyte is set to Listed Not Received, Completed Date is stamped, Completed By is set to the current user, and Internal DL Status, Scheme Limit Status, Standard Status, Precision Status, Specification Status, Composite Specification Status and Composite QC Status are set to Not Required.
When a sample scheme analyte associated with an unknown sample is set to LNR, then:
- The sample's own sample tree is set to LNR, and any sample trees for related duplicate, replicate and spike QC samples, is set to LNR, so includes: all sample scheme analytes and sample schemes for the sample, and the sample itself, and all sample scheme analytes and sample schemes for related samples, and the related samples themselves.
- The related sample scheme's, sample's, job's, job scheme analyte's and job scheme's Workflow Status is reassessed.
When a sample scheme analyte associated with a replicate or spike QC sample is set to LNR, then its own sample tree is set to LNR, however, the related parent unknown or duplicate sample tree is NOT set to LNR.

If a sample, sample scheme or sample scheme analyte's Workflow Status is Listed Not Received, then the entity is not invoiceable.

Set to IS

Regardless of whether the job scheme is expanded or collapsed, each sample scheme analyte associated with the selected cells has reset applied to the cell, providing the cell is not empty and has a registered sample scheme analyte in it, and that sample scheme analyte's Workflow Status is not Listed Not Received, then each selected sample scheme analyte's Workflow Status is set to Insufficient Sample, Completed Date is stamped, Completed By is set to the current user, and Internal DL Status, Scheme Limit Status, Standard Status, Precision Status, Specification Status, Composite Specification Status and Composite QC Status are set to Not Required.

The related sample scheme's, sample's, job's, job scheme analyte's and job scheme's Workflow Status is reassessed.

When a QC sample scheme analyte is set to IS, then the QC history's Is Active is cleared automatically for the associated discrete observation in the CCQCHS—QC History application.

If a sample, sample scheme or sample scheme analyte's Workflow Status is Insufficient Sample, then the entity is not invoiceable.

Set to NA

Regardless of whether the job scheme is expanded or collapsed, each sample scheme analyte associated with the selected cells has reset applied to the cell, providing the cell is not empty and has a registered sample scheme analyte in it, and that sample scheme analyte's Workflow Status is not Listed Not Received, then each selected sample scheme analyte's Workflow Status is set to Not Analysed, Completed Date is stamped, Completed By is set to the current user, and Internal DL Status, Scheme Limit Status, Standard Status, Precision Status, Specification Status, Composite Specification Status and Composite QC Status are set to Not Required.

The related sample scheme's, sample's, job's, job scheme analyte's and job scheme's Workflow Status is reassessed.

When a QC sample scheme analyte is set to NA, then the QC history's Is Active is cleared automatically for the associated discrete observation in the CCQCHS—QC History application.

If a sample, sample scheme or sample scheme analyte's Workflow Status is Not Analysed, then the entity is not invoiceable.

Set to NR

Regardless of whether the job scheme is expanded or collapsed, each sample scheme analyte associated with the selected cells has reset applied to the cell, providing the cell is not empty and has a registered sample scheme analyte in it, and that sample scheme analyte's Workflow Status is not Listed Not Received, then each selected sample scheme analyte's Workflow Status is set to No Result Completed Date is stamped, Completed By is set to the current user, and Internal DL Status, Scheme Limit Status, Standard Status, Precision Status, Specification Status, Composite Specification Status and Composite QC Status are set to Not Required.

The related sample scheme's, sample's, job's, job scheme analyte's and job scheme's Workflow Status is reassessed.

When a QC sample scheme analyte is set to NR, then the QC history's Is Active is cleared automatically for the associated discrete observation in the CCQCHS—QC History application.

If a sample, sample scheme or sample scheme analyte's Workflow Status is No Result, then the entity is not invoiceable.

Where a sample, sample scheme or sample scheme analyte is set to NR, then it is still invoiceable.

Reset

When a sample scheme analyte's Workflow Status is set to Not Started, and it originally had a Workflow Status of Listed Not Received, Insufficient Sample, Not Analysed or No Result but the Numeric Final Value was empty, then the sample scheme analyte's:

Detection Limit Status, Scheme Limit Status, Standard Status, Precision Status, Specification Status, Composite Specification Status and Composite QC Status are set to Not Tested,
Analysed Date, QC Ignored Date, Released Date, Started Date, Completed Date, First Reported Date, Last Reported Date and Last Invoiced Date are unstamped, and
Analysed By User, QC Ignored By User, Released By User and Completed By User are cleared.

Note: Although the original Workflow Status of Listed Not Received on an unknown sample also set a Workflow Status of Listed Not Received on related QC samples, this is not the case when an unknown sample is reset, as in this case, only the unknown sample is reset.

When a sample scheme analyte's Workflow Status is set to Not Started, and it originally had a Workflow Status of Insufficient Sample, Not Analysed or No Result but the Numeric Final Value was NOT empty, then the sample scheme analyte's:

Detection Limit Status, Scheme Limit Status, Standard Status, Precision Status, Specification Status, Composite Specification Status and Composite QC Status are set by the outcome of QC re-assessment.

Any analytes with an Analyte Code of WEIGHT or VOLUME in linked sample schemes has its Numeric Final Value cleared and Workflow Status set to Not Started (regardless of whether it was No Result, Insufficient Sample or Not Analysed since linked sample scheme analytes are typically in sync with each other), and any analyte in the current and linked sample schemes where its Numeric Final Value is empty has its Weight or Volume property cleared also.

When the cascade engine cascades the Not Started up to sample level, the sample's Workflow Status is reset to Not Started even if it was originally Registered prior to the initial action of setting Listed Not Received, Insufficient Sample, Not Analysed or No Result.

The related job's, job scheme analyte's and job scheme's Workflow Status is reassessed.