Workflow Cascade from Sample to Job

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

If the job's Workflow Status is Cancelled, then the job's Workflow Status is not updated, such that, although the cascade up process happens from sample scheme analyte level up the job hierarchy, the cascade updates only up to the sample level for Composite Specification Status, Composite QC Status and Workflow Status, and cascade still updates the job scheme analyte and job scheme levels, but there is NO update to the job level.

If the job's Workflow Status is Registered, then the job's Workflow Status is not updated. A job's Workflow Status can only progress beyond registered by job activation. This includes when a sample scheme is set to LNR, IS, NA or NR on the sample grid or in workbook, such that:

Job's
Workflow Status

Comment

Registered

Set at job creation and retained until the job is activated.

Not Started

Set by job activation,

or at the creation of a sample group when the sample group is expanded and automatic activation is in place,

or by reactivating a job (only allowed when the job's Workflow Status is Cancelled),

or set by the cascade engine when all samples associated with the job have a Workflow Status of Not Started.

Started

Set by the cascade engine when at least one sample associated with the job has a Workflow Status of Started, Analysed, Released or Completed, but not all samples' Workflow Status are Analysed, Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result.

Analysed

Set by the cascade engine when, for the samples associated with the job, each Workflow Status is Analysed, Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, and at least one sample's Workflow Status is Analysed.

Released

Set by the cascade engine when, for the samples associated with the job, each sample's Workflow Status is Released, Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, and at least one sample's Workflow Status is Released.

Completed

Set when the job is validated manually

or set when the job is unfinalised

or set by cascade from Sample in context of a laboratory batch job

or set by cascade from Sample in context of a proposal, production or template job

Validated Date stamped

Set when the job is manually validated,

or set by the cascade engine in context of a laboratory-batch job,

or set by the cascade engine in context of a non-laboratory-batch job.

Authorised

Set when the job is authorised.

Finalised

Set when the job is finalised.

Cancelled

Set when the job is cancelled.

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 samples

Job

If all CAN

CAN, exit

If all REG

REG, exit

If all NST, REP, LNR, IS, NA, NR

NST, exit

If all CPL, LNR, IS, NA, NR

CPL, exit

If all REL, CPL, LNR, IS, NA, NR

REL, exit

If all ANA, REL, CPL, LNR, IS, NA, NR

ANA, exit

Else

STA, exit

  1. If all underlying samples have their Validated Date stamped, and:

    a) The job is a production, proposal or template job and the AUTO_VALIDATE_JOBS application preference is checked, or

    b) The job is a laboratory batch job and the AUTO_VALIDATE_BATCH_JOBS application preference is checked,

    then the job is considered validated.

  2. If all underlying samples have a Workflow Status of Completed, Listed Not Received, Insufficient Sample, Not Analysed or No Result, and:

    a) The job is a production, proposal or template job and the AUTO_COMPLETE_JOBS application preference is checked, or

    a) The job is a laboratory batch job and the AUTO_COMPLETE_LAB_BATCH_JOBS application preference is checked,

    then the job is considered completed.

Given that the AUTO_COMPLETE_MISC application preference is checked, when a job's Workflow Status becomes Started, or new samples are added to the job where the job's Workflow Status is Started, then for each miscellaneous scheme on the job, the miscellaneous job scheme's Workflow Status is set to Completed and each related miscellaneous sample scheme's Workflow Status is set to Completed. That is, auto-complete miscellaneous scheme is applied across the job.

When a Scheme Type of Miscellaneous is profiled with a sample and the AUTO_CASCADE_MISC is set to True, then the sample-scheme's workflow status cascades up to the sample's workflow status.