Screen flows

• Submit—Perform a search using the entered search criteria and display the results in the grid.

• New Search—Return to the Search screen and clear the search results and the search criteria.

• New—Create a new item related to the application.

• Saved Searches—Display a saved searches menu where you can save a search, rename and delete existing searches. Refer to Using the Screen Interface for more information.

Primary Criteria Tab

• Scope

  Search samples by scope:

  • All—Where no organisations are selected, then the search filters by the current organisation and laboratory. Where one or more organisations are selected, then the search filters by the selected organisations and the current laboratory.

  • Laboratory only

  • Organisation only—Where no organisations are selected, then the search filters by the current organisation. Where one or more organisations are selected, then the search filters by the selected organisations.

• Organisation Codes

  Search samples by one or more codes of an organisation associated with template samples, to return template samples from other organisations. This criteria is only available where Scope is selected as All or Organisation only.

• Sample Code

  Search samples by code. If Scope is Organisation only then the drop-down list only contains org-scope entities. If the Scope is Laboratory only then the drop-down list only contains lab-scope entities.

• Archived

  Search samples by their active or archived status:

  • Active Only

  • Archived Only

  • All.

• Sample Name

  Search samples by name.

• Description

  Search samples by description.

• Status

  Search samples by activity status:

  • All (default)—No filter is applied for this criteria.

  • Active only—Only samples which are active are returned from the search.

  • Inactive only—Only samples which are not active are returned from the search.

  Note: Only template samples have the Is Active? property displayed by default on the CCSAMP—Update Sample screen.

• Job Code

  Search samples by the code of a sample's job.

• Job Name

  Search samples by the name of a sample's job.

• Job Type

  Search samples by the type of a sample's job:

  • Production—A production job is a collection of samples and their tests submitted from a client, from which a certificate report of results is generated for the client.

  • Lab Batch—A laboratory batch job is a collection of samples for common testing, gathered together to save on costs and for time efficiency of preparation and analysis.

  • Internal—An internal job is a collection of samples and tests registered for internal purposes, for example, analysis of instrument calibration.

  • Proposal—A proposal job is a collection of proposed samples and tests for a client, so that the client can be given an example of a typical report and invoice if real samples were submitted for testing.

  • Template—A template job is used to create other jobs and can contain a collection of template samples and their tests that are optionally included when creating a job from it.

  • Schedule—A schedule job is similar to a template job except that it has a registration frequency, and contains a collection of stream samples and their tests, that may be used interactively to draft a job, update the draft job content, and from that create or update a production job, or that may be used by the batch queue at the scheduled time to create or update a production job with stream samples. A stream sample is a sample of a known product that is taken a particular location in the production process, or a standard sample that is inserted into the analytical stream of samples from the production process.

  • Draft—A draft job is a transient job that is created interactively from a schedule job, upon which its registration details, samples and tests can be modified prior to it being enacted to create samples in a production or internal job.

• Client Sample Name

  Search samples by client sample name.

• Archive Status

  Search samples by their archive status:

  • Online Only (default)—Return samples that reside in the Live Production Environment only.

  • Online and Archived—Return samples that reside in the Live Production Environment or Archive Repository.

  • Online, Archived & Obsolete—Return samples that reside in the Live Production Environment, Archive Repository or Offline Storage.

• Workflow Status

  Search samples by workflow status:

  • Registered

  • Not Started

  • Listed Not Received

  • Started

  • Insufficient Sample

  • Analysed

  • Released

  • Completed

  • Finalised

  • Cancelled—Where this workflow status is included in the criteria and the Include Cancelled Samples check box is:

    • Checked—Cancelled samples are included in the search result set.

    • Unchecked—The Workflow Status of Cancelled is ignored, such that, cancelled samples are excluded from the search result set.

  • No Result

  • Not Analysed.

  Multiple criteria can be entered in the field to be applied as "Or".

• Analytical Type

  Search samples by primary analytical type:

  • All

  • Unknown

  • Duplicate

  • Replicate

  • Standard

  • Blank

  • Spike.

• Composite QC Status

  Search samples by composite QC status:

  • All (default)—No filter is applied for this criteria.

  • Active only—Only template jobs which are active are returned from the search.

  • Inactive only—Only template jobs which are not active are returned from the search.

  Where multiple criteria are entered, then the criteria are applied as "Or".

• QC Type Code

  Search samples by the code of a sample's QC type.

• Composite Specification Status

  Search samples by composite specification status:

  • Not Tested

  • Not Required

  • Failure

  • Pass

  • Warning

  • Ignore Failure.

  Where multiple criteria are entered, then the criteria are applied as "Or".

• Standard Code

  Search samples by the code of a sample's standard.

• Contract Submission #

  Search samples by contract submission number.

• Registered By

  Search samples by code of a user who registered the sample.

• Contract

  Search samples by contract.

• Received By

  Search samples by the code of the user who received the sample at the laboratory.

• Owned By

  Search samples by the code of the user who owns the sample within the laboratory context.

• Client Submission #

  Search samples by the client submission number.

• Priority

  Search samples by priority. Entered in the format xN, where x is an integer and N is a code for a date-time period: S (second), N (minute), H (hour), D (day), M (month), Y (year). For example, 10D (10 days), 30N (30 minutes).

• Job Client Code

  Search samples by the code of a related job's client, Where a Job Client Code is selected, then also:

  • Job Contact Code

    Search samples by the code of a related job's contact.

  • Job Project Code

    Search samples by the code of a related job's project.

• Job Client Name

  Search samples by the name of a related job's client.

• Job Contact Name

  Search samples by the name of a related job's contact.

• Job Project Name

  Search samples by the name of a related job's project.

• Client Code

  Search samples by the code of a sample's client. Where a Client Code is selected, then also:

  • Contact Code

    Search samples by the code of a sample's contact.

  • Project Code

    Search samples by the code of a sample's project.

• Contact Name

• Search samples by the name of a sample's contact.

• Project Name

  Search samples by the name of a sample's project.

• Client Group Code

  Search samples by one or more codes of a client group containing a sample's client.

• Client Name

  Search samples by the name of a sample's client.

• Product Code

  Search samples by the code of a sample's product.

• Cost Centre Code

  Search samples by the code of a sample's cost centre.

• Include Cancelled Samples

  Indicates whether to include samples of cancelled jobs in the search. By default, samples in cancelled jobs are not returned from a search. Where a Workflow Status of Cancelled is included in the criteria and this check box is:

  • Checked—Cancelled samples are included in the search result set.

  • Unchecked—The Workflow Status of Cancelled is ignored, such that, cancelled samples are excluded from the search result set.

  Where the is selected, then the Job Cancelled criteria becomes available on the Sample Dates tab.

• Sort Order

  The order in which the results are returned to the search results grid:

  • Job Name ASC, Job Name DESC

  • Sample Registered Date ASC, Sample Registered Date DESC

  • Sample Received Date ASC, Sample Received Date DESC

  • Sample Required Date ASC, Sample Required Date DESC

  • Sample Agreed Date ASC, Sample Agreed Date DESC

  • Sample Possible Date ASC, Sample Possible Date DESC

  • Sample Name ASC, Sample Name DESC

  • Sample Code ASC, Sample Code DESC

  • Sample Priority ASC, Sample Priority DESC

  • Sample Client Name ASC, Sample Client Name DESC

  • Sample Client Sample Name ASC, Sample Client Sample Name DESC

  • Sample Registration Sequence ASC, Sample Registration Sequence DESC

• Approved

  Search samples by the date, or date range for which a sample was approved for export. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

  This search criteria only displays where the Job Type is Template and the Scope is Organisation or All.

• Importable Samples only

  Search samples by whether they are available for import, that is, org-scope template samples in organisations other than the current organisation, that are approved for distribution and do not exist, as yet, in the current organisation. Only available where Scope is selected as All or Organisation only. This criteria is only available when Template is selected as All or Templates Only.

  This search criteria only displays where the Job Type is Template and the Scope is Organisation or All, and is often used with the Organisation Codes criteria to locate template samples flagged for distribution from other organisations.

Sample Dates Tab

The sample date criteria, including dates, to search for samples.

• Sampled

  Search samples by when the sample was taken in the field. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Started

  Search samples by when the sample started analysis. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Activated

  Search samples by when the sample was last activated. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Analysed

  Search samples by when the sample was analysed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Registered

  Search samples by when the sample was registered. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Released

  Search samples by when the sample was released from analysis. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Received

  Search samples by when the sample was received into the laboratory. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Validated

  Search samples by when the sample had its analysis validated. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Owner Changed

  Search samples by when the owner of the sample was changed. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Reported

  Search samples by when the sample was last reported. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Required

  Search samples by when the report of the sample's analysis is required. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Invoiced

  Search samples by when the sample was last invoiced. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Possible

  Search samples by when the report of the sample's analysis is possible. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Finalised

  Search samples by when the sample was finalised. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Agreed

  Search samples by when it is agreed for the report of the sample's analysis ready. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Archived

  Search samples by when the sample was last archived. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Job Cancelled

  Search samples by when a sample was cancelled. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

  This search criteria only displays where the Include Cancelled Samples check box on the Primary Criteria tab is checked.

Scheme Criteria Tab

The scheme criteria, including dates, to search for samples.

• Sample Scheme Workflow Status

  Search samples by the workflow status of an associated sample scheme:

  • Not Started

  • Listed Not Received

  • Started

  • Completed

  • Analysed

  • Released

  • Insufficient Sample

  • No Result

  • Not Analysed.

  Multiple criteria can be entered in the field to be applied as "Or".

• Sample Scheme Analyte Workflow Status

  Search samples by the workflow status of an associated sample scheme analyte:

  • Not Started

  • Listed Not Received

  • Started

  • No Result

  • Completed

  • Analysed

  • Released

  • Repeat

  • Check

  • Cancelled

  • Not Analysed

  • Insufficient Sample.

  Multiple criteria can be entered in the field to be applied as "Or".

• Sample Scheme Analyte User Workflow Status

  Search samples by the user workflow status of an associated sample scheme analyte. The drop-down list contains user workflow statuses from the System Table Codes with a Table Type of C30—User Statuses, as configured in the MSETBL—Table Code Service application.

  Multiple criteria can be entered in the field to be applied as "Or".

• Sample Scheme Analyte User QC Status

  Search samples by the user QC status of an associated sample scheme analyte. The drop-down list contains user QC statuses from the System Table Codes with a Table Type of C33—User QC Statuses, as configured in the MSETBL—Table Code Service application.

  Multiple criteria can be entered in the field to be applied as "Or".

• Sample Scheme Analyte Composite QC Status

  Search samples by the composite QC status of an associated sample scheme analyte:

  • Not Tested

  • Not Required

  • Incomplete

  • Pass

  • Ignore Warning

  • Ignore Failure

  • Ignore Lower Failure

  • Ignore Upper Failure

  • Ignore Trend Failure

  • Warning

  • Lower Warning

  • Upper Warning

  • Trend Warning

  • Failure

  • Lower Failure

  • Upper Failure

  • Trend Failure.

  Multiple criteria can be entered in the field to be applied as "Or".

• Section Code

  Search samples by the code of a section linked to an associated scheme.

• Scheme Code

  Search samples by the code of an associated scheme. Schemes returned from the search include a) org-scope schemes that have no line of business or a line of business matching one of the laboratory's lines of business, and b) lab-scope schemes.

• Analyte Code

  Search samples by the code of an associated analyte.

• Batch Code

  Search samples by the code of a laboratory batch job linked to an associated sample scheme analyte.

• Batch Workflow Status

  Search samples by the batch workflow status of an associated sample in a laboratory batch job:

  • All

  • Registered (not actually applicable for sample scheme analytes)

  • Not Started

  • Received (date-based status)

  • Listed Not Received

  • Cancelled

  • Suspended

  • Started

  • Check

  • Repeat

  • No Result

  • Completed

  • Analysed

  • Released

  • Validated (date-based status)

  • Authorised

  • Reported (date-based status)

  • Invoiced (date-based status)

  • Finalised

  • Not Analysed.

Biofields Tab

The biofields criteria, each with a range or selection of values, to search for samples.

• Biofield Code

  Search samples by the code of an associated sample biofield. A biofield may be selected from the drop-down list that contains active job biofields in scope, and linked to no line of business or to a line of business associated with the laboratory, as configured in the CCBFLD—Biofield application. Click the field hyperlink to display the CCBFLD—Search Biofield screen, select the appropriate value and click Select and Return to populate the field with the selected value.

  More search criteria fields display according to the selected Biofield Code (for example, lists for list type codes, date pickers for date types, or wildcard or text values).

Search Results Grid

The search results grid allows you to view and sort results from a search.

By default, the samples are sorted in ascending order by the samples' Job Code, Registration Sequence and Sample Code.

• Row flows

  • Open Worklists—Launch the CCWKOPTRAN—Workbook Open Transposed Detail screen containing the worklist for the selected sample. This displays a transposed worksheet in worklist mode which allows data entry for one sample at a time, typically the mode used to perform instrument data entry.

• Grid flows

  • Export to Report—Report selected records from the search display grid. Available report templates are defined by the SEARCH_REPORT_<ApplicationName> application preference.

  • Approve—Approve the entity for export so that it can be used globally by all laboratories. This updates the entity's Approve Date and user who has approved the entity. This action only applies to org-scope entities and is only valid for entities in the user’s current organisation.

  • Unapprove—Reverse the approval of the entity that was previously approved for export. This clears the entity's Approved Date and user who previously approved the entity. This action only applies to org-scope entities, and is only valid for entities in the user’s current organisation.

  • Mark As Received—Mark a sample as received by the laboratory. The Received On dialog box displays allowing you to enter the Received On date using the calendar button to confirm that legal custodianship of the job and its samples is now with the laboratory.

  • Import Samples—Import selected samples from other laboratories or organisations where the sample is approved for export.

  • Activate—Activate the sample, thereby updating the sample's Workflow Status from Registered to Not Started.

  • Deactivate—Deactivate the sample.

  • Open Results Viewer—Launch CC