Processes that Change Workflow Status on Entities

A sample scheme analyte's Workflow Status is changed only by processes that are outside of the cascade engine. This status at higher levels, that is, on sample scheme, sample, job scheme analyte, job scheme and job, is generally set by the cascade engine performing a cascade up to those levels, however, some processes outside of the cascade engine can directly affect some of these also. The processes included in this section are those that are outside of the cascade engine.

The following diagram shows the processes that change the Workflow Status at various levels in the job tree.

Creating a job

Processes	SSA	SS	S	JSA	JS	J
Create job	Not started	Not started	Registered	Not started	Not started	Registered
Execute schedule job to new job	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Registered	Not Started	Not Started	Registered
Execute schedule job to existing job	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Registered Not Started Started	Not Started Started	Not Started	Registered Not Started Started
Create draft job	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Registered Not Started	Not Started	Not Started	Registered Not Started
Enact draft job to new job	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Registered	Not Started	Not Started	Registered
Enact draft job to existing job	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Registered Not Started Started	Not Started Started	Not Started	Registered Not Started Started
Job save as	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Registered	Not Started	Not Started	Registered

Creating a laboratory batch job

Processes	SSA	SS	S	JSA	JS	J
Create batch	Not Started Insufficient Sample Not Analysed No Result	Not Started Insufficient Sample Not Analysed No Result	Not Started	Not Started	Not Started	Not Started

Processes

SSA

JSA

Create batch

Not Started

Insufficient Sample

Not Analysed

No Result

Not Started

Insufficient Sample

Not Analysed

No Result

Not Started

Activating a job

Processes	SSA	SS	S	JSA	JS	J
Activate job			Not Started			Not Started
Auto activation via preference after expand sample group			Not Started			Not Started

Completing a job

Processes	SSA	SS	S	JSA	JS	J
Validate job						Completed
Auto completion via preference						Completed

Validating a job

Processes	SS	S	JSA	JS	J
Validate non-batch job					Completed + Validated Date stamped
Auto validation of non-lab batch job based on preference via cascade					Completed + Validated Date stamped
Validate batch job	Set via cascade in production jobs	Set via cascade in production jobs	Set via cascade in production jobs	Set via cascade in production jobs	Completed + Validated Date stamped Set via cascade in production jobs
Auto validation of batch job based on preference via cascade	Set via cascade in production jobs	Set via cascade in production jobs	Set via cascade in production jobs	Set via cascade in production jobs	Completed + Validated Date stamped Set via cascade in production jobs

Finalising a job

Processes	SSA	SS	S	JSA	JS	J
Finalise job						Finalised

Cancelling a job

Processes	SSA	SS	S	JSA	JS	J
Cancel job			Cancelled			Cancelled

Re-instating a job

Processes

SSA

JSA

Reinstate job

Registered

Not Started

Started

Registered

Not Started

Started

Creating a sample

Processes	SSA	SS	S	JSA	JS	J
Create sample	Not Started	Not Started	Registered Not Started	Set via cascade	Set via cascade	Set via cascade
Create sample from template	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Set via cascade	Set via cascade	Set via cascade
Copy sample	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Set via cascade	Set via cascade	Set via cascade
Create composite sample	Not Started	Not Started	Registered Not Started	Set via cascade	Set via cascade	Set via cascade
QC sample maintenance create QC sample	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Not Started Listed Not Received Insufficient Sample Not Analysed No Result	Set via cascade	Set via cascade	Set via cascade

Activating a sample

Processes	SSA	SS	S	JSA	JS	J
Activate job			Not Started
Auto activation based on preference via cascade			Not Started
Activate sample			Not Started

Deactivating a sample

Processes	SSA	SS	S	JSA	JS	J
Deactivate sample			Registered

Completing a sample

Processes	SSA	SS	S	JSA	JS	J
Validation sample			Completed			Set via cascade
Auto completion based on preference via cascade			Completed			Set via cascade

Validating a sample

Processes	SSA	SS	S	JSA	JS	J
Validate sample			Completed + Validated Date stamped			Set via cascade
Auto validation based on preference via cascade			Completed + Validated Date stamped			Set via cascade

Deleting a sample

Processes	SSA	SS	S	JSA	JS	J
Delete sample				Set via cascade	Set via cascade	Set via cascade

Creating a sample scheme

Processes	SSA	SS	S	JSA	JS	J
Create sample scheme		Not Started	Set via cascade		Set via cascade	Set via cascade
Add scheme from template	Not Started Insufficient Sample Not Analysed No Result	Not Started Insufficient Sample Not Analysed No Result	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Processes

SSA

JSA

Create sample scheme

Not Started

Set via cascade

Add scheme from template

Not Started

Insufficient Sample

Not Analysed

No Result

Not Started

Insufficient Sample

Not Analysed

No Result

Set via cascade

Deleting a sample scheme

Processes	SSA	SS	S	JSA	JS	J
Delete sample scheme			Set via cascade	Set via cascade	Set via cascade	Set via cascade

Setting WFS on job schemes that have no analytes

Processes	SS	S	JS	J
Set all job schemes' WFS	Not Started Started Completed	Set via cascade	Set via cascade	Set via cascade
Set single job scheme's WFS	Not Started Started Completed	Set via cascade	Set via cascade	Set via cascade
Result received in sibling SS and auto completion based on preference via cascade	Completed	Set via cascade	Set via cascade	Set via cascade

Processes

SSA

JSA

Set all job schemes' WFS

Not Started

Started

Completed

Set via cascade

Set single job scheme's WFS

Not Started

Started

Completed

Set via cascade

Result received in sibling SS and
auto completion based on
preference via cascade

Completed

Set via cascade

Creating sample scheme analyte

Processes	SSA	SS	S	JSA	JS	J
Create sample scheme analyte	Not Started Insufficient Sample Not Analysed No Result	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Processes

SSA

JSA

Create sample scheme analyte

Not Started

Insufficient Sample

Not Analysed

No Result

Set via cascade

Deleting sample scheme analyte

Processes	SSA	SS	S	JSA	JS	J
Delete sample scheme analyte		Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade
Job batch maintenance batch sample de-link		Set via cascade in batch job Set via cascade in production job	Set via cascade in batch job Set via cascade in production job		Set via cascade in batch job Set via cascade in production job	Set via cascade in batch job Set via cascade in production job

Processes

SSA

JSA

Delete sample scheme analyte

Set via cascade

Job batch maintenance batch
sample de-link

Set via cascade in batch job

Set via cascade in production job

Set via cascade in batch job

Set via cascade in production job

Set via cascade in batch job

Set via cascade in production job

Set via cascade in batch job

Set via cascade in production job

Marking sample as LNR

Processes	SSA	SS	S	JSA	JS	J
Sample grid set SS to LNR	Listed Not Received	Listed Not Received	Listed Not Received	Set via cascade	Set via cascade	Set via cascade
Sibling sample is set to LNR	Listed Not Received	Listed Not Received	Listed Not Received	Set via cascade	Set via cascade	Set via cascade
Sample grid set SSA to LNR	Listed Not Received	Listed Not Received	Listed Not Received	Set via cascade	Set via cascade	Set via cascade

Marking SS or SSA as IS/NA/NR

Processes	SSA	SS	S	JSA	JS	J
Sample grid set SS to IS/NA/NR	Insufficient Sample Not Analysed No Result	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade
Sample grid set SSA to IS/NA/NR	Insufficient Sample Not Analysed No Result	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Processes

SSA

JSA

Sample grid set SS to IS/NA/NR

Insufficient Sample

Not Analysed

No Result

Set via cascade

Sample grid set SSA to IS/NA/NR

Insufficient Sample

Not Analysed

No Result

Set via cascade

Resetting SS or SSA

Processes	SSA	SS	S	JSA	JS	J
Sample grid reset SS	Not Started where no result exists Analysed where a result exists	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade
Sample grid reset SSA	Not Started where no result exists Analysed where a result exists	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Processes

SSA

JSA

Sample grid reset SS

Not Started where no result exists

Analysed where a result exists

Set via cascade

Sample grid reset SSA

Not Started where no result exists

Analysed where a result exists

Set via cascade

Moving sample portion to a different location

Processes	SSA	SS	S	JSA	JS	J
Sample portion location update		Started or Completed, as dictated by the location	Set via cascade		Set via cascade	Set via cascade

Entering a result in workbook or with a background processes

Processes	SSA	SS	S	JSA	JS	J
Result entry or recalculation where the result is outside critical detection limits	Check	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade
Result entry or recalculation where the result is inside critical detection limits	Analysed	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Ignoring a critical detection limit failure in workbook

Processes	SSA	SS	S	JSA	JS	J
Ignore critical detection limit failure	Analysed	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Clearing a result in workbook or with a background process

Processes	SSA	SS	S	JSA	JS	J
Result removal or recalculation where the SSA's result is not calculated due to missing results in formula inputs	Not Started	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Requesting a repeat analysis in workbook or during job/sample validation

Processes	SSA	SS	S	JSA	JS	J
Request repeat	Repeat	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Ignoring a composite QC failure in workbook or during job/sample validation

Processes	SSA	SS	S	JSA	JS	J
Ignore composite QC failure and result is released and auto validation of results based on SVA via cascade	Completed + Validated Date stamped	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Activating an upper scheme in workbook or during job/sample validation

Processes	SSA	SS	S	JSA	JS	J
Activate upper scheme	Analysed Upper SSA set to Not Started where it was Not Analysed or No Result	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade
Receive a result that is over a critical upper limit and auto activation of the upper scheme and analyte based on preference	Analysed Upper SSA set to Not Started where it was Not Analysed or No Result	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Processes

SSA

JSA

Activate upper scheme

Analysed

Upper SSA set to Not Started
where it was Not Analysed or No Result

Set via cascade

Receive a result that is over
a critical upper limit and
auto activation of the
upper scheme and analyte based on preference

Analysed

Upper SSA set to Not Started
where it was Not Analysed or No Result

Set via cascade

Releasing a result in workbook or during job/sample validation

Processes	SSA	SS	S	JSA	JS	J
Result release	Released	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade
Analysed result and auto release of results based on SVA via cascade	Released	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade

Validating a result in workbook or during job/sample validation

Processes	SSA	SS	S	JSA	JS	J
Result validation	Validated	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade
Result release and auto validation of results based on SVA via cascade	Validated	Set via cascade	Set via cascade	Set via cascade	Set via cascade	Set via cascade