Effect of scheme scope when creating a report request

When Maintaining Tests for a Report Request and schemes or analytes are added to a report request, then:

Populating fields from the scheme, scheme version or scheme version analyte

When a scheme or analyte is added to a report request to create a report request scheme, report request scheme analyte, report request sample scheme or report request sample scheme analyte, then the population of fields that default from the scheme, scheme version or scheme version analyte is affected by the scope of the quote and the scope of the scheme.

Any laboratory that enables an org-scope scheme for use in their laboratory have an enabled-scope copy of the scheme created. The highest published scheme version of that org-scope scheme also has an enabled-scope copy of the scheme version created for the laboratory. Likewise, each analyte within the highest published scheme version of that org-scope scheme also has an enabled-scope copy of the analyte created for the laboratory.

Defaults set from a scheme, scheme version or scheme version analyte are applied as follows:

  1. Applying an org-scope scheme or analyte to an org-scope entity—The scheme and analyte-related values default from the org-scope scheme, scheme version or scheme version analyte.
  2. Applying an enabled-scope scheme or analyte to a lab-scope entity—The scheme and analyte-related values default from the enabled-scope scheme, scheme version or scheme version analyte, with the various exceptions (as observed in the population of the tables).
  3. Applying a lab-scope scheme or analyte to a lab-scope entity—The scheme and analyte-related values default from the lab-scope scheme, scheme version or scheme version analyte.