Workflow Cascade from SSA to SS

A sample scheme's Workflow Status is evaluated from each underlying sample scheme analyte's Workflow Status.

Note: A sample/job has to have at least one analytical analyte that is workflow active for a sample to eventually become complete. For example, a sample/job cannot just contain a miscellaneous scheme for the sample/job to become complete.

When we consider the workflow statuses that "bubble through" to the sample scheme level, the following order is indicated: LNR > NST|CHK|REP > ANA > REL > CPL > NR > NA > IS.

The cascade to determine a sample scheme's Workflow Status is dependent upon scheme version analyte settings from the master scheme (org-scope scheme where an enabled-scheme is used by the laboratory, or the lab-scope scheme):

The scheme version analyte's Workflow Active (WFA) check box tells the cascade engine to not consider a sample scheme analyte's Workflow Status.
The scheme version analyte's Allow Null Resul (ANR) check box tells the cascade engine to not consider a sample scheme analyte's Workflow Status where it is Not Started as long as a sibling sample scheme analyte has a result, that is, a Workflow Status of Analysed, Released or Completed).

That is, there are only three scenarios for the scheme version analyte cascade flags:

WFA=Y + ANR=N
WFA=Y + ANR=Y
WFA=N + (ANR=Y|N)

Therefore, sample scheme analytes used to cascade Workflow Status to the sample scheme are those that have SVA.WFA=Y.

In the case where there are NO SSAs that have SVA.WFA=Y, then:

The Workflow Status is cascaded from any SSAs that have a WFS<>NST because we have to set it from somewhere so as to ensure the sample can complete eventually.
The impact of this is that ANR also has no effect where WFS<>NST.

Where any SSA in the SS SSA.WFS=ANA, REL or CPL then the SS.WFS cascades to CPL in this case, because the idea is to allow the sample to complete.

Note that a result must exist on a SSA for the SS's Workflow Status to be set to Analysed, Released or Completed. That is, just setting a SSA's workflow status to Insufficient Sample, Not Analysed or No Result does not deem the sample scheme started.

SS's Workflow Status	Comment
Not Started	Set at sample scheme creation, or by auto-activating an upper sample scheme analyte Conditions for Auto-activation of Upper Scheme Analytes or by the cascade engine when all sample scheme analytes associated with the sample scheme have a Workflow Status of Not Started, Repeat, Listed Not Received, Insufficient Sample, Not Analysed or No Result, but not all sample scheme analytes' Workflow Status are Listed Not Received, Insufficient Sample, Not Analysed or No Result.
Listed Not Received	Set by the cascade engine when all sample scheme analytes associated with the sample scheme have a Workflow Status of Listed Not Received. This cannot be done where the sample scheme analyte has a result. Where this status is set on a sample scheme analyte or a sample scheme, then it is flowed sample-wide. Where the sample is an unknown sample, it is also flowed to duplicates, replicates and spikes of the sample.
Started	Set by the cascade engine when, for the sample scheme analytes associated with the sample scheme, where the scheme version analyte's Workflow Active is selected, and: At least one has sample scheme analyte's Workflow Status is Check, Analysed, Released or Completed. All other sample scheme analytes' Workflow Status are Analysed, Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result.
Insufficient Sample	Set by the cascade engine when all sample scheme analytes associated with the sample scheme have a Workflow Status of Insufficient Sample.
Not Analysed	Set by the cascade engine when all sample scheme analytes associated with the sample scheme have a Workflow Status of Insufficient Sample or Not Analysed, and at least one sample scheme analyte associated with the sample scheme has a Workflow Status of Not Analysed.
No Result	Set by the cascade engine when all sample scheme analytes associated with the sample scheme have a Workflow Status of Insufficient Sample, Not Analysed or No Result, and at least one sample scheme analyte associated with the sample scheme has a Workflow Status of No Result.
Analysed	Set by the cascade engine when, for the sample scheme analytes associated with the sample scheme, where the scheme version analyte's Workflow Active is selected, and: At least one sample scheme analyte's Workflow Status is Analysed. All other sample scheme analytes' Workflow Status is Analysed, Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, or the scheme version analyte's Allow Null Result is selected and the sample scheme analyte's Workflow Status is Not Started.
Released	Set by the cascade engine when, for the sample scheme analytes associated with the sample scheme, where the scheme version analyte's Workflow Active is selected, and: At least one sample scheme analyte's Workflow Status is Released. All other sample scheme analytes' Workflow Status is Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, or the scheme version analyte's Allow Null Result is selected and the sample scheme analyte's Workflow Status is Not Started.
Completed	Set by the cascade engine in context of a laboratory-batch job when all sample scheme analytes associated with the sample scheme, where the scheme version analyte's Workflow Active is selected, and: At least one sample scheme analyte's Workflow Status is Completed. All other sample scheme analyte's Workflow Status are Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, or the scheme version analyte's Allow Null Result is selected and the sample scheme analyte's Workflow Status is Not Started. or set by the cascade engine in context of a non-laboratory-batch job when all sample scheme analytes associated with the sample scheme, where the scheme version analyte's Workflow Active is selected, if the sample scheme analyte is not associated with a laboratory-batch job or if the sample scheme analyte is associated with a laboratory-batch job and that laboratory-batch job has its Validated Date stamped, and: At least one sample scheme analyte's Workflow Status is Completed. All other sample scheme analytes' Workflow Status is Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, or the scheme version analyte's Allow Null Result is selected and the sample scheme analyte's Workflow Status is Not Started. or set by auto complete sample prep schemes in place: Conditions for Auto-completion of a Sample Preparation or Analytical Preparation Scheme or set by auto complete miscellaneous schemes in place: Conditions for Auto-completion of a Miscellaneous Scheme

New Cascade Engine Logic Flow

The following logic flow is the cascade applied when an entry is made into the CCSGRD—Sample Grid, CCWKOP—Open Workbook and CCWKOPTRAN—Workbook Open Transposed Detail applications. Other applications still use the older version of the cascade engine (see below).

Proceeding from the first row, where the statement is correct on a row, the workflow status in the right-hand column of that row is set on the sample scheme, and the process exits.

Underlying sample scheme analytes	Sample scheme
When all SSAs.WFS=LNR	LNR; exit
When a) all SSAs.WFS=NST+WFA=Y+ANR=N, or b) all SSAs.WFS=NST+WFA=Y+ANR=Y, or c) all SSAs.WFS=WFS=NST+WFA=N, or d) mix of a and b, or e) mix of a and c, or f) mix of b and c, or g) mix of a, b and c	NST; exit
When all SSAs.WFA=N, and at least one SSA.WFS=ANA+WFA=N or at least one SSA.WFS=REL+WFA=N or at least one SSA.WFS=CPL+WFA=N	CPL; exit
When all SSAs.WFA=N and at least one SSA.WFS=NR+WFA=N	NR; exit
When all SSAs.WFA=N and at least one SSA.WFS=IS+WFA=N	IS; exit
When all SSA.WFA=N and at least one SSA.WFS=NA+WFA=N	NA; exit
When at least one SSA.WFS=ANA+WFA=Y and no SSAs.WFS=NST+WFA=Y+ANR=N	ANA; exit
When at least one SSA.WFS=REL+WFA=Y and no SSAs.WFS=NST+WFA=Y+ANR=N	REL; exit
When at least one SSA.WFS=CPL+WFA=Y and no SSAs.WFS=NST+WFA=Y+ANR=N	CPL; exit
When at least one SSA.WFS=NR+WFA=Y and no SSAs.WFS=NST+WFA=Y+ANR=N and no SSAs.WFS=NST+WFA=Y+ANR=Y	NR; exit
When at least one SSA.WFS=NA+WFA=Y and no SSAs.WFS=NST+WFA=Y+ANR=N and no SSAs.WFS=NST+WFA=Y+ANR=Y	NA; exit
When at least one SSA.WFS=IS+WFA=Y and no SSAs.WFS=NST+WFA=Y+ANR=N and no SSAs.WFS=NST+WFA=Y+ANR=Y	IS; exit
When at least one SSA.WFS=NST+WFA=Y+ANR=N and (at least one SSA.WFS=ANA+WFA=Y or at least one SSA.WFS=REL+WFA=Y or at least one SSA.WFS=CPL+WFA=Y)	STA; exit

Use Cases for SSA -> SS Workflow Cascade for the New Cascade Engine

1a	SSA1	SSA2	SSA3	SS	2a	SSA1	SSA2	SSA3	SS	3a	SSA1	SSA2	SSA3	SS	4a	SSA1	SSA2	SSA3	SS
WFA>	Y	Y	Y		WFA>	N	Y	Y		WFA>	N	N	Y		WFA>	N	N	N
ANR>	N	N	N		ANR>	N	N	N		ANR>	N	N	N		ANR>	N	N	N
S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST
S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	IS
S03	NST	NA	IS	NST	S03	NST	NA	IS	NA	S03	NST	NA	IS	IS	S03	NST	NA	IS	NA
S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NA
S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR
S06	IS	NA	IS	NA	S06	IS	NA	IS	NA	S06	IS	NA	IS	IS	S06	IS	NA	IS	NA
S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR
S08	IS	ANA	NST	STA	S08	IS	ANA	NST	STA	S08	IS	ANA	NST	NST	S08	IS	ANA	NST	CPL
S09	NR	REL	NST	STA	S09	NR	REL	NST	STA	S09	NR	REL	NST	NST	S09	NR	REL	NST	CPL
S10	NST	ANA	REL	STA	S10	NST	ANA	REL	ANA	S10	NST	ANA	REL	REL	S10	NST	ANA	REL	CPL
S11	NST	ANA	CPL	STA	S11	NST	ANA	CPL	ANA	S11	NST	ANA	CPL	CPL	S11	NST	ANA	CPL	CPL
S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	CPL	S12	ANA	ANA	CPL	CPL
S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	CPL
S14	REL	REL	CPL	REL	S14	REL	REL	CPL	REL	S14	REL	REL	CPL	CPL	S14	REL	REL	CPL	CPL
S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL
S16	REL	CPL	CPL	REL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL

1b	SSA1	SSA2	SSA3	SS	2b	SSA1	SSA2	SSA3	SS	3b	SSA1	SSA2	SSA3	SS	4b	SSA1	SSA2	SSA3	SS
WFA>	Y	Y	Y		WFA>	N	Y	Y		WFA>	N	N	Y		WFA>	N	N	N
ANR>	Y	N	N		ANR>	Y	N	N		ANR>	Y	N	N		ANR>	Y	N	N
S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST
S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	IS
S03	NST	NA	IS	NST	S03	NST	NA	IS	NA	S03	NST	NA	IS	IS	S03	NST	NA	IS	NA
S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NA
S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR
S06	IS	NA	IS	NA	S06	IS	NA	IS	NA	S06	IS	NA	IS	IS	S06	IS	NA	IS	NA
S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR
S08	IS	ANA	NST	STA	S08	IS	ANA	NST	STA	S08	IS	ANA	NST	NST	S08	IS	ANA	NST	CPL
S09	NR	REL	NST	STA	S09	NR	REL	NST	STA	S09	NR	REL	NST	NST	S09	NR	REL	NST	CPL
S10	NST	ANA	REL	ANA	S10	NST	ANA	REL	ANA	S10	NST	ANA	REL	REL	S10	NST	ANA	REL	CPL
S11	NST	ANA	CPL	ANA	S11	NST	ANA	CPL	ANA	S11	NST	ANA	CPL	CPL	S11	NST	ANA	CPL	CPL
S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	CPL	S12	ANA	ANA	CPL	CPL
S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	CPL
S14	REL	REL	CPL	REL	S14	REL	REL	CPL	REL	S14	REL	REL	CPL	CPL	S14	REL	REL	CPL	CPL
S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL
S16	REL	CPL	CPL	REL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL

1c	SSA1	SSA2	SSA3	SS	2c	SSA1	SSA2	SSA3	SS	3c	SSA1	SSA2	SSA3	SS	4c	SSA1	SSA2	SSA3	SS
WFA>	Y	Y	Y		WFA>	N	Y	Y		WFA>	N	N	Y		WFA>	N	N	N
ANR>	Y	Y	N		ANR>	Y	Y	N		ANR>	Y	Y	N		ANR>	Y	Y	N
S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST
S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	IS
S03	NST	NA	IS	NST	S03	NST	NA	IS	NA	S03	NST	NA	IS	IS	S03	NST	NA	IS	NA
S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NA
S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR
S06	IS	NA	IS	NA	S06	IS	NA	IS	NA	S06	IS	NA	IS	IS	S06	IS	NA	IS	NA
S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR
S08	IS	ANA	NST	STA	S08	IS	ANA	NST	STA	S08	IS	ANA	NST	NST	S08	IS	ANA	NST	CPL
S09	NR	REL	NST	STA	S09	NR	REL	NST	STA	S09	NR	REL	NST	NST	S09	NR	REL	NST	CPL
S10	NST	ANA	REL	ANA	S10	NST	ANA	REL	ANA	S10	NST	ANA	REL	REL	S10	NST	ANA	REL	CPL
S11	NST	ANA	CPL	ANA	S11	NST	ANA	CPL	ANA	S11	NST	ANA	CPL	CPL	S11	NST	ANA	CPL	CPL
S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	CPL	S12	ANA	ANA	CPL	CPL
S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	CPL
S14	REL	REL	CPL	REL	S14	REL	REL	CPL	REL	S14	REL	REL	CPL	CPL	S14	REL	REL	CPL	CPL
S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL
S16	REL	CPL	CPL	REL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL

1d	SSA1	SSA2	SSA3	SS	2d	SSA1	SSA2	SSA3	SS	3d	SSA1	SSA2	SSA3	SS	4d	SSA1	SSA2	SSA3	SS
WFA>	Y	Y	Y		WFA>	N	Y	Y		WFA>	N	N	Y		WFA>	N	N	N
ANR>	Y	N	N		ANR>	Y	N	N		ANR>	Y	N	N		ANR>	Y	N	N
S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST	S01	NST	NST	NST	NST
S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	NST	S02	IS	NST	NST	IS
S03	NST	NA	IS	NST	S03	NST	NA	IS	NA	S03	NST	NA	IS	IS	S03	NST	NA	IS	NA
S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NST	S04	NA	NA	NST	NA
S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR	S05	NR	NA	NR	NR
S06	IS	NA	IS	NA	S06	IS	NA	IS	NA	S06	IS	NA	IS	IS	S06	IS	NA	IS	NA
S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR	S07	IS	NA	NR	NR
S08	IS	ANA	NST	STA	S08	IS	ANA	NST	ANA	S08	IS	ANA	NST	NST	S08	IS	ANA	NST	CPL
S09	NR	REL	NST	STA	S09	NR	REL	NST	ANA	S09	NR	REL	NST	NST	S09	NR	REL	NST	CPL
S10	NST	ANA	REL	ANA	S10	NST	ANA	REL	ANA	S10	NST	ANA	REL	REL	S10	NST	ANA	REL	CPL
S11	NST	ANA	CPL	ANA	S11	NST	ANA	CPL	ANA	S11	NST	ANA	CPL	CPL	S11	NST	ANA	CPL	CPL
S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	ANA	S12	ANA	ANA	CPL	CPL	S12	ANA	ANA	CPL	CPL
S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	ANA	S13	ANA	ANA	ANA	CPL
S14	REL	REL	CPL	REL	S14	REL	REL	CPL	REL	S14	REL	REL	CPL	CPL	S14	REL	REL	CPL	CPL
S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL	S15	CPL	CPL	CPL	CPL
S16	REL	CPL	CPL	REL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL	S16	REL	CPL	CPL	CPL

Yellow indicates that these analytes are used in the cascade to SS.

Grey indicates that ANR is respected due to an ANA, REL or CPL on other yellow analytes.

Previous Cascade Engine Logic Flow

The following logic flow is the cascade applied when the cascade engine is called form all applications EXCEPT when an entry is made into the CCSGRd—Sample Grid, CCWKOP—Open Workbook and CCWKOPTRAN—Workbook Open Transposed Detail applications.

Proceeding from the first row, where the statement is correct on a row, the workflow status in the right-hand column of that row is set on the sample scheme, and the process exits.

Underlying sample scheme analytes	Sample scheme
If not all LNR, IS, NA, NR and at least 1 result where SVA.WFA=N	CPL, exit
If all LNR where SVA.WFA=Y	LNR, exit
If all IS where SVA.WFA=Y	IS, exit
If all IS, NA where SVA.WFA=Y	NA, exit
If all IS, NA, NR where SVA.WFA=Y	NR, exit
If all NST, REP, LNR, IS, NA, NR where SVA.WFA=Y	NST, exit
If all CPL, LNR, IS, NA, NR where SVA.WFA=Y or NST, REP where SVA.WFA=N, and if via LB job, then where LB job is validated	CPL, exit
If all REL, CPL, LNR, IS, NA, NR where SVA.WFA=Y or NST, REP where SVA.WFA=N	REL, exit
If all ANA, REL, CPL, LNR, IS, NA, NR where SVA.WFS=Y or NST, REP where SVA.WFA=N	ANA, exit
Else	STA, exit