Maintaining Jobs for a Report Request

Overview

A report request can contain multiple jobs. After a report request is created, other jobs can be added to it to add samples and tests to the report request, or jobs removed from it.

A job cannot be added where it contains a job scheme linked to a scheme version where the scheme is already on the report request for a different scheme version.

Process

Adding Jobs to a Report Request

Jobs are added to a report request using the CRPTR—Report Request application.

Maintain jobs for a report request

Note: Although jobs with different ARCHIVE_STATUS values can be added to a report request, a report can ONLY be generated if all of the jobs on the report request have the same ARCHIVE_STATUS. There is a validation and error message that prevents this. This was introduced so that the report generation will NEVER have to go across multiple partitions.

When searching for jobs to add to a report request:

  • When a lab-scope job scheme 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.

When adding jobs to a report request:

  • A job cannot be added where it contains a job scheme linked to a scheme version where the scheme is already on the report request for a different scheme version.

  • Where a cancelled job is selected for adding to a report request, the cancelled job is added as per normal. Note, however, that report documents cannot be generated for a report request where there is one or more cancelled jobs in the report request.

  • The jobs are added to the report request in the order in which they were selected on the search results grid in the CCRPTRJOB—Search Job screen.

  • If the report request did not have a client associated with it prior to the addition of jobs, its Client Code and Contact Code are set to the client and contact code associated with the job that was first selected for addition to the report request, on the search results grid in the CCRPTRJOB—Search Job screen.

  • Newly added report request jobs are Reportable by default.

  • Only the samples and tests in the added jobs are brought into the report request. The job stakeholders in the added jobs are not brought into to the report request.

  • All unknown samples are added to the report request. Each report request sample's Reportable flag defaults from the sample.
  • All QC samples where the sample is Reportable are added to the report request, such that, the report request sample's Reportable flag defaults from the QC sample.
  • The initial order of samples in a report request comes from the sample's Registration Sequence within the job, as displayed in the Samples tab in the CCREGN—Job application.

  • All schemes and analytes are added to the report request, as report request schemes and report request scheme analytes.

Refer to Maintaining Samples for a Report Request and Maintaining Tests for a Report Request.

As jobs and samples are added or removed from a report request, the following entities are maintained:

  • Report request samples
  • Report request schemes
  • Report request scheme analytes
  • Report request sample schemes
  • Report request sample scheme analytes.

Re-sequencing Jobs in a Report Request

Job order within the report request can be changed on the Jobs tab to then affect the order of jobs in the reportable result sets.

Re-sequence jobs in a report request

Job reordering does not re-order the samples within those jobs. However, sample order can be changed, independently of the job order, on the Sample grid. Refer to Maintaining Samples for a Report Request.

Changing the Reportability of Report Request Job

The reportability of jobs in a report request can be toggled, as per the requirements for the report.

Update the reportability of a report request job

When a report request job's Reportable flag is updated, then the reportability is cascaded down to the related report request samples, report request sample schemes and report request sample scheme analytes.

Refer to Maintaining Samples for a Report Request and Maintaining Tests for a Report Request.