Ending a Workbook Session

Overview

After results are entered, released or validated, or other actions are taken to change results in the workbook, the workbook session is saved to persist the data.

Changes made to a workbook are not persisted until submit, with the exception of updates to notes on the lower panel, and the running of a script associated with a menu option in which the script does the submit.

Process

Saving Changes

Save a workbook session

Upon saving workbook changes to sample scheme analytes:

  • Where a non-laboratory-batch job is loaded into the workbook, there is a cascade of composite specification status, composite QC status and workflow status up the job tree.
  • Where a laboratory batch job is loaded into the workbook, there is a cascade of composite specification status, composite QC status and workflow status up laboratory batch job tree tree, then up each related non-laboratory-batch job tree to update the statuses in the original jobs.

When a workbook is saved, but before any update is persisted, then event scripts are run to perform custom logic, first from the generic workbook script (defined by the WORKBOOK_SCRIPT application preference), and then from the scheme's Workbook Script for each scheme opened in the workbook, in the order in which the schemes are displayed in the workbook. These scripts are typically applied to validate workbook content.

When a workbook is saved, but before any update is persisted, then event scripts are run to perform custom logic, first from the generic workbook script (defined by the WORKBOOK_SCRIPT application preference), and then from the scheme's Workbook Script for each scheme opened in the workbook, in the order in which the schemes are displayed in the workbook. These scripts are typically applied to execute post-change functionality for the job.

When the workbook is saved and the grid refreshed, then the last cell in focus is returned as the current cell, so the user is returned to their last 'working' cells, without having to remember where they were up to, or scroll down to the last position in the workbook. If the current cell is not in the first 50 samples that are normally loaded into the workbook, then the additional samples are automatically loaded.

Note: This functionality only works on Submit with Refresh. (When the user selects the Submit and Close option, then the last known position is retained by the system for subsequent sessions.)

Refreshing from the Server

Refresh a workbook session

The workbook session can also be refreshed which discards any changes made since it was last loaded, and to changes and to reload the data afresh from the server.