Preparing for Check Analysis in a Workbook Session

• Preparing for Check Analysis in a Workbook Session
  • (Previously Activating an Upper Scheme for Analysis in a Workbook Session)
  • Overview
  • Process
    • Triggering Check Analysis for Lower or Upper Check Analysis
    • Automatic Activation of the Single Upper Sample Scheme Analyte
    • Manual Activation of the Single Upper Sample Scheme Analyte

(Previously Activating an Upper Scheme for Analysis in a Workbook Session)

Overview

Once a result is entered and the system performs detection limit assessment, where the sample scheme analyte's Internal Upper DL Critical flag is selected and the result has exceeded the sample scheme analyte's Internal Upper DL, then the sample scheme analyte's Detection Limit Status is set to Upper Failure and the Workflow Status is set to Check.

A scheme version analyte can be assigned a Lower Template Sample Code and Upper Template Sample Code, such that, if the lower or upper detection limit, respectively, is breached on a sample scheme analyte related to the default scheme version analyte, then the user can trigger the registration of the tests from the particular template sample onto the sample so that check analysis can be performed.

The Analytes tab of CCSCHMVER - Update Scheme Version is composed of analyte properties displayed in a grid form. The grid now contains Lower Template Sample Code and Upper Template Sample Code as part of the properties which are also updatable and persisted on submit. The properties can be displayed or hidden through the show or hide button on the lower left hand corner of the grid.

If the Lower Template Sample Code and Upper Template Sample Code appear as readonly from the grid, then the properties have to be declared in the ALLOW_SCHEMEVERSIONANALYTE_EDITABLE_PROPERTIES application preference. This must be done by your LIMS administrator.

Note: The Lower Template Sample Code and Upper Template Sample Code must be active, approved, a sample template to be accepted values. Rules on scope (lab and org) still apply. An expected validation message will occur if otherwise.

Alternately, a scheme version analyte can be assigned an Upper Scheme and Upper Analyte. The upper scheme and analyte is generally registered for the sample but assigned a Workflow Status of Not Analysed or No Result as there may ultimately be no need to analyse the scheme by this method where the lower scheme's range is suitable based on the result. However, where the upper detection limit is breached on a sample scheme analyte related to the default scheme version analyte and the AUTO_ACTIVATE_UPPER_SCHEME application preference is set, then:

• The linked upper scheme analyte is activated, which means that if the upper sample scheme's Workflow Status is Not Analysed or No Result, then it is set to Not Started to indicate that there are tests outstanding for it.
• The linked upper analyte is activated, which means that if the upper sample scheme analyte's Workflow Status is Not Analysed or No Result, then it is set to Repeat (rather than to Not Started) so that the sample scheme analyte can be located easily since these results need to be determined more quickly to get the report to the client.
• The lower sample scheme analyte's Workflow Status is updated from Check to Analysed to indicate that is completely analysed and that there is nothing further to be done for it.

Refer to:

• Conditions for Defaulting Upper Sample Scheme Analytes to Not Analysed

• Conditions for Auto-activation of Upper Scheme Analytes.

The limitation to using an Upper Scheme and Upper Analyte instead of a Lower Template Sample Code and Upper Template Sample Code is that only one scheme analyte is provided for the check analysis.

Process

Triggering Check Analysis for Lower or Upper Check Analysis

The ALLOW_CHECK_ANALYSIS application preference controls whether, after an internal detection limit assessment of a sample scheme analyte's result returns a Detection Limit Status of Lower Failure or Upper Failure and a Workflow Status of Check, and the sample scheme analyte has a Lower Template Sample Code and/or Upper Template Sample Code, respectively, then the workbook user can trigger registration of the required check analysis via a script accessible via right-click menu (Trigger Check Analysis. Check with your system administrator for the name of the script to run as it may have purposely changed for your implementation).

The Trigger Check Analysis is now applicable for lab batch jobs. In a batch job, if the sample scheme analyte fails and the analyte has a valid Upper/Lower Template Sample Code defined, then the user can trigger the check analysis. This will register the defined scheme analyte defined in the nominated sample template to the production sample. The user still has to act on the new sample scheme analytes by performing analysis and still has to act on the previous results in the lab batch as part of the normal lab process in assessing the Upper or Lower Check Analysis.

Trigger check analysis for selected workbook cells

Automatic Activation of the Single Upper Sample Scheme Analyte

The AUTO_ACTIVATE_UPPER_SCHEME application preference controls whether, after an internal detection limit assessment of a sample scheme analyte's result returns a Detection Limit Status of Upper Failure and a Workflow Status of Check, and the upper sample scheme analyte as denoted by the scheme version analyte's Upper Scheme and Upper Analyte is registered on the sample, and the upper sample scheme analyte's Workflow Status is Not Required or No Result, then the upper sample scheme analyte is automatically activated.

Manual Activation of the Single Upper Sample Scheme Analyte

The Activate Upper Check native workbook command, available via a workbook menu in the CCWKOP—Open Workbook application, is available to activate an upper scheme and analyte for selected Workbook cells.

Activate an upper scheme for selected workbook cells

Where a sample scheme analyte's Detection Limit Status is assessed as Upper Failure, and the upper detection limit is critical for validation, in which case, the Workflow Status is set to Check, and the sample scheme analyte has an 'upper scheme analyte' defined on the scheme version analyte, the upper scheme analyte is registered on the sample and the upper sample scheme analyte's Workflow Status is Not Analysed or No Result, and the ALLOW_SET_UPPER_SCHEME application preference is selected, then the upper sample scheme analyte is activated.

Given that the ALLOW_SET_UPPER_SCHEME application preference is:

• Not defined, or is defined and selected, when you attempt to activate an upper scheme, then the action proceeds.
• Defined and is not checked, when you attempt to activate an upper scheme, then the action does not proceed.

When an upper sample scheme analyte is activated, the upper sample scheme analyte's Workflow Status is set to Not Started thereby making it available for analysis, and the lower sample scheme analyte's Workflow Status is set to Analysed. This occurs regardless of whether the lower sample scheme analyte is analysed in context of a production or laboratory batch job.