Managing the Workbook Sample List

• Managing the Workbook Sample List
  • Overview
  • Process
    • Ordering of Samples in the Workbook
      • Scenario 1
      • Opening Ana1 only, in Final result mode
      • Opening Ana1 and Ana2, in Final result mode
      • Scenario 2
      • Opening Ana1 only, in Final result mode
      • Opening Ana1 and Ana2, in Final result mode
    • Types of Samples in the Workbook
    • Modifying QC Samples in the Workbook

Overview

When a workbook is opened, it displays samples associated with each job, for the selected sample types, where the sample is registered for any selected scheme and analyte.

Process

The workbook samples list can:

• Show the rack number applicable to the sample when a single scheme or linked schemes are open in the workbook.
• Be rearranged, added to, or removed from the workbook.
• Be modified by launching the CCBTSM—Batch Sample Maintenance application to remove samples from laboratory batch jobs.
• Be modified by launching CCQCSM—QC Sample Modification application to add, remove or update QC samples in it.
• Have their workflow statuses modified by launching the CCSGRD—Sample Gridding application to set analytes to listed not received, insufficient sample, not analysed or no result.

Ordering of Samples in the Workbook

The ordering of samples in the workbook depends on a) the number of jobs opened, b) the number of schemes opened, and c) the selection of sample types. The following table provides the requirements for sorting for each combination:

Sample types	One job one scheme	One job multiple schemes	Multiple jobs one scheme	Multiple jobs multiple schemes
Include No QC	Samples where Primary Analytical Type is Unknown Samples are ordered by Sample Scheme Registration Sequence	Samples where Primary Analytical Type is Unknown Samples are ordered by Sample Registration Sequence Schemes are ordered by Job Scheme Registration Sequence	Samples from Job 1 where Primary Analytical Type is Unknown Samples from Job 2 where Primary Analytical Type is Unknown Jobs are ordered by Job Name Samples within each Job are ordered by Sample Scheme Registration Sequence	Samples from Job 1 where Primary Analytical Type is Unknown Samples from Job 2 where Primary Analytical Type is Unknown Jobs are ordered by Job Name Samples within each Job are ordered by Sample Registration Sequence Schemes are ordered by Job Scheme Registration Sequence
Include Job QC (that is, Unknown and Duplicate QC Samples only)	Samples where Primary Analytical Type is Unknown or Duplicate Samples are ordered by Sample Scheme Registration Sequence	Samples where Primary Analytical Type is Unknown or Duplicate Samples are ordered by Sample Registration Sequence Schemes are ordered by Job Scheme Registration Sequence	Samples from Job 1 where Primary Analytical Type is Unknown or Duplicate Samples from Job 2 where Primary Analytical Type is Unknown or Duplicate Jobs are ordered by Job Name Samples within each Job are ordered by Sample Scheme Registration Sequence	Samples from Job 1 where Primary Analytical Type is Unknown or Duplicate Samples from Job 2 where Primary Analytical Type is Unknown or Duplicate Jobs are ordered by Job Name Samples within each Job are ordered by Sample Registration Sequence Schemes are ordered by Job Scheme Registration Sequence
Include All QC	Samples where Primary Analytical Type is Unknown, Duplicate, Replicate, Standard, Blank or Spike Samples are ordered by Sample Scheme Registration Sequence	Samples where Primary Analytical Type is Unknown, Duplicate, Replicate, Standard, Blank or Spike Samples are ordered by Sample Registration Sequence Schemes are ordered by Job Scheme Registration Sequence	Samples from Job 1 where Primary Analytical Type is Unknown, Duplicate, Replicate, Standard, Blank or Spike Samples from Job 2 where Primary Analytical Type is Unknown, Duplicate, Replicate, Standard, Blank or Spike Jobs are ordered by Job Name Samples within each Job are ordered by Sample Scheme Registration Sequence	Samples from Job 1 where Primary Analytical Type is Unknown, Duplicate, Replicate, Standard, Blank or Spike Samples from Job 2 where Primary Analytical Type is Unknown, Duplicate, Replicate, Standard, Blank or Spike Jobs are ordered by Job Name Samples within each Job are ordered by Sample Registration Sequence Schemes are ordered by Job Scheme Registration Sequence

The following scenarios demonstrate how samples are displayed.

Scenario 1

Samples U1..U10 were registered, and schemes and analytes added: Ana1—U1..U9 for Ana1, and Ana2—U1..U4,U8,U10.

The SamPrep scheme duplicated the fifth sample in every ten, and added one PBLK blank QC sample, and propagated both types of QC samples into Ana1 and Ana2 schemes.

The Ana1 scheme replicated a random sample in every ten unknown samples, and added one BLK1 blank QC sample, and one STD1 standard QC sample.

The Ana2 scheme replicated a random sample in every ten unknown and duplicate samples, added one BLK2 blank QC sample and two STD2 standard QC samples.

Therefore the sample schemes that exist for schemes in the job are:

Sample	Scheme	Registration Sequence	Sample	Scheme	Registration Sequence	Sample	Scheme	Registration Sequence
U1	SamPrep	1	BLK1	Ana1	1	BLK2	Ana2	1
U2	5amPrep	2	U1	Ana1	2	STD2	Ana2	2
U3	SamPrep	3	U2	Ana1	3	U1	Ana2	3
U4	SamPrep	4	U3	Ana1	4	U2	Ana2	4
U5	SamPrep	5	U4	Ana1	5	RU2	Ana2	5
DU5	SamPrep	6	STD1	Ana1	6	U3	Ana2	6
U6	SamPrep	7	U5	Ana1	7	U4	Ana2	7
U7	SamPrep	8	DU5	Ana1	8	U8	Ana2	8
U8	SamPrep	9	U6	Ana1	9	U10	Ana2	9
U9	SamPrep	10	RU6	Ana1	10	PBLK	Ana2	10
U10	SamPrep	11	U7	Ana1	11	STD2	Ana2	11
PBLK	SamPrep	12	U8	Ana1	12
			U9	Ana1	13
			PBLK	Ana1	14

Opening Ana1 only, in Final result mode

If a workbook is opened for multiple jobs, one scheme, or linked or unlinked schemes, with Sample Types set to Include All QC Samples, when the workbook sample grid is displayed, then the samples from one job are displayed first, then the samples from the next job are displayed next, etcetera for all jobs. Samples from each job are included as follows:

• All samples regardless of the sample's Primary Analytical Type are included.
• Samples are sequence by the sample scheme's Registration Sequence (order of the samples within the job scheme).
• The samples on display are limited by the selected racks, and are displayed with a rack indicator based on the sample scheme's Rack Number.

	Ana1 A1	Ana1 A2
BLK1	x.x	x.x
U1	x.x	x.x
U2	x.x	x.x
U3	x.x	x.x
U4	x.x	x.x
STD1	x.x	x.x
U5	x.x	x.x
DU5	x.x	x.x
U6	x.x	x.x
RU6	x.x	x.x
U7	x.x	x.x
U8	x.x	x.x
U9	x.x	x.x
PBLK	x.x	x.x

Opening Ana1 and Ana2, in Final result mode

If a workbook is opened for multiple jobs, multiple schemes where at least two of the schemes are unlinked, with Sample Types set to Include All QC Samples, when the workbook sample grid is displayed, then the samples from one job are displayed first, then the samples from the next job are displayed next, etcetera for all jobs. Samples from each job are included as follows:

1) If a sample preparation scheme exists in the job:

• All samples where the sample's Primary Analytical Type is Unknown or Duplicate (note that sometimes, duplicate QC samples are referred to as job QC samples, however this disregards that other types of QC samples can also be added by a sample preparation scheme).
• Samples are sequenced by the sample scheme's Registration Sequence for the FIRST sample preparation scheme in the job, where the scheme order is denoted by precursor scheme relationships and the job scheme's Registration Sequence .

	Ana1 A1	Ana1 A2	Ana2 A3
U1	x.x	x.x	x.x
U2	x.x	x.x	x.x
U3	x.x	x.x	x.x
U4	x.x	x.x	x.x
U5	x.x	x.x	--
DU5	x.x	x.x	--
U6	x.x	x.x	--
U7	x.x	x.x	--
U8	x.x	x.x	x.x
U9	x.x	x.x	--
U10	--	--	x.x

2) For each sample preparation scheme that exist in the job:

• All other QC samples (including any other QC samples in the first sample preparation scheme)
• Samples are sequenced by the sample scheme's Registration Sequence, starting from the FIRST sample preparation scheme (in case there are other QC samples other than the unknown or duplicate QC samples that were displayed from 1 above), where the scheme order is denoted by precursor scheme relationships and the job scheme's Registration Sequence.

	Ana1 A1	Ana1 A2	Ana2 A3
PBLK	x.x	x.x	x.x

3) All other QC samples, for each scheme in the workbook:

• All samples not included already in the list (so is all replicate, standard, blank and spike QC samples from any job scheme.
• Samples are sequenced by the sample scheme's Registration Sequence, where the scheme order is denoted by those selected for the workbook.

Those from Ana1:

	Ana1 A1	Ana1 A2	Ana2 A3
BLK1	x.x	x.x	--
STD1	x.x	x.x	--
RU6	x.x	x.x	--

Those from Ana2:

	Ana1 A1	Ana1 A2	Ana2 A3
BLK2	--	--	X.X
STD2	--	--	X.X
RU2	--	--	X.X
STD2	--	--	X.X

Scenario 2

Samples U1..U10 were registered, and schemes and analytes added: Ana1—U1..U9 for Ana1, and Ana2—U1..U4,U8,U10.

The SamPrep1 scheme duplicated the fifth sample in every ten, and propagated the duplicate QC samples into SamPrep2, Ana1 and Ana2 schemes.

The SamPrep2 scheme duplicated the first sample in every ten, added one PBLK blank QC sample, and propagated both types of QC samples into Ana1 and Ana2 schemes.

The Ana1Prep scheme replicates a random sample in every ten unknown samples.

The Ana1 scheme added one BLK1 blank QC sample, and one STD1 standard QC sample.

The Ana2Prep scheme replicates a random sample in every ten unknown and duplicate samples.

The Ana2 scheme added one BLK2 blank QC sample and two STD2 standard QC samples.

Therefore the sample schemes that exist for schemes in the job are:

Sample	Scheme	Registration Sequence	Sample	Scheme	Registration Sequence	Sample	Scheme	Registration Sequence	Sample	Scheme	Registration Sequence	Sample	Scheme	Registration Sequence	Sample	Scheme	Registration Sequence
U1	SamPrep1	1	U1	SamPrep2	1	U1	Ana1Prep	1	BLK1	Ana1	1	U1	Ana2Prep	1	BLK2	Ana2	1
U2	5amPrep1	2	DU1	SamPrep2	2	DU1	Ana1Prep	2	U1	Ana1	2	DU1	Ana2Prep	2	STD2	Ana2	2
U3	SamPrep1	3	U2	SamPrep2	3	U2	Ana1Prep	3	DU1	Ana1	3	U2	Ana2Prep	3	U1	Ana2	3
U4	SamPrep1	4	U3	SamPrep2	4	U3	Ana1Prep	4	U2	Ana1	4	RU2	Ana2Prep	4	DU1	Ana2	4
U5	SamPrep1	5	U4	SamPrep2	5	U4	Ana1Prep	5	U3	Ana1	5	U3	Ana2Prep	5	U2	Ana2	5
DU5	SamPrep1	6	U5	SamPrep2	6	U5	Ana1Prep	6	U4	Ana1	6	U4	Ana2Prep	6	RU2	Ana2	6
U6	SamPrep1	7	DU5	SamPrep2	7	DU5	Ana1Prep	7	STD1	Ana1	7	U8	Ana2Prep	7	U3	Ana2	7
U7	SamPrep1	8	U6	SamPrep2	8	U6	Ana1Prep	8	U5	Ana1	8	U10	Ana2Prep	8	U4	Ana2	8
U8	SamPrep1	9	U7	SamPrep2	9	RU6	Ana1Prep	9	DU5	Ana1	9	PBLK	Ana2Prep	9	U8	Ana2	9
U9	SamPrep1	10	U8	SamPrep2	10	U7	Ana1Prep	10	U6	Ana1	10				U10	Ana2	10
U10	SamPrep1	11	U9	SamPrep2	11	U8	Ana1Prep	11	RU6	Ana1	11				PBLK	Ana2	11
			U10	SamPrep2	12	U9	Ana1Prep	12	U7	Ana1	12				STD2	Ana2	12
			PBLK	SamPrep2	13	PBLK	Ana1Prep	13	U8	Ana1	13
									U9	Ana1	14
									PBLK	Ana1	15

Opening Ana1 only, in Final result mode

If a workbook is opened for multiple jobs, one scheme, or for one or more linked schemes, with Sample Types set to Include All QC Samples, when the workbook sample grid is displayed, then the samples from one job are displayed first, then the samples from the next job are displayed next, etcetera for all jobs. Samples from each job are included as follows:

• All samples regardless of the sample's Primary Analytical Type are included.
• Samples are sequence by the sample scheme's Registration Sequence for the scheme.
• The samples on display are limited by the selected racks, and are displayed with a rack indicator based on the sample scheme's Rack Number.

	Ana1 A1	Ana1 A2
BLK1	x.x	x.x
U1	x.x	x.x
U2	x.x	x.x
U3	x.x	x.x
U4	x.x	x.x
STD1	x.x	x.x
U5	x.x	x.x
DU5	x.x	x.x
U6	x.x	x.x
RU6	x.x	x.x
U7	x.x	x.x
U8	x.x	x.x
U9	x.x	x.x
PBLK	x.x	x.x

Opening Ana1 and Ana2, in Final result mode

If a workbook is opened for multiple jobs, multiple schemes where at least two of the schemes are unlinked, with Sample Types set to Include All QC Samples, when the workbook sample grid is displayed, then the samples from one job are displayed first, then the samples from the next job are displayed next, etcetera for all jobs. Samples from each job are included as follows:

1) If a sample preparation scheme exists in the job:

• All samples where the sample's Primary Analytical Type is Unknown or Duplicate (note that sometimes, duplicate QC samples are referred to as job QC samples, however this disregards that other types of QC samples can also be added by a sample preparation scheme).
• Samples are sequenced by the sample scheme's Registration Sequence for the FIRST sample preparation scheme in the job, where the scheme order is denoted by precursor scheme relationships and the job scheme's Registration Sequence .

	Ana1 A1	Ana1 A2	Ana2 A3
U1	x.x	x.x	x.x
U2	x.x	x.x	x.x
U3	x.x	x.x	x.x
U4	x.x	x.x	x.x
U5	x.x	x.x	--
DU5	x.x	x.x	--
U6	x.x	x.x	--
U7	x.x	x.x	--
U8	x.x	x.x	x.x
U9	x.x	x.x	--
U10	--	--	x.x

2) For each sample preparation scheme that exist in the job:

• All other QC samples (including any other QC samples in the first sample preparation scheme)
• Samples are sequenced by the sample scheme's Registration Sequence, starting from the FIRST sample preparation scheme (in case there are other QC samples other than the unknown or duplicate QC samples that were displayed from 1 above), where the scheme order is denoted by precursor scheme relationships and the job scheme's Registration Sequence .

	Ana1 A1	Ana1 A2	Ana2 A3
DU1	x.x	x.x	x.x
PBLK	x.x	x.x	x.x

3) All other QC samples, for each scheme in the workbook:

• All samples not included already in the list (so is all replicate, standard, blank and spike QC samples from any job scheme.
• Samples are sequenced by the sample scheme's Registration Sequence, where the scheme order is denoted by those selected for the workbook.

Those from Ana1:

	Ana1 A1	Ana1 A2	Ana2 A3
BLK1	x.x	x.x	--
STD1	x.x	x.x	--
RU6	x.x	x.x	--

Those from Ana2:

	Ana1 A1	Ana1 A2	Ana2 A3
BLK2	--	--	X.X
STD2	--	--	X.X
RU2	--	--	X.X
STD2	--	--	X.X

Types of Samples in the Workbook

A sample's Primary Analytical Type and Secondary Analytical Type dictates the type of QC assessment performed on any of its analytical results.

Types of samples that undergo analysis

Modifying QC Samples in the Workbook

QC samples in the workbook can be modified according to analytical requirements.

Modify QC samples in the workbook

Refer to:

• Default settings for duplicate and replicate QC samples

• Default settings for spike QC samples

• Default settings for blank and standard QC samples.