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.

Scheme Primary Criteria Tab

The primary criteria to search for schemes.

• Scope

  Search schemes by scope. The following options are available: All, Laboratory only, Organisation only.

• Organisation Codes

  Search schemes by one or more codes of an associated organisation, typically for importing schemes. This criteria is only available when Scope is selected as All or Organisation only.

• Enabled Option

  Search schemes by the state of an org-scope scheme being enabled for use by a laboratory. This criteria is only available when the Scope is selected as All or Organisation only.

  If the Scope is Organisation only and the Enabled Option is set to:

  • All—Return only org-scope schemes.

  • Enabled for Lab only—Return only org-scope schemes where an enabled-scope scheme exists for the laboratory.

  • Not enabled only—Return only org-scope schemes where no enabled-scope scheme exists for the laboratory.

  • Enabled for Lab where Not Latest Version only—Return only org-scope schemes where an enabled-scope scheme exists for the laboratory but not the latest scheme version.

  If the Scope is set to Laboratory only and the Enabled Option is set to:

  • All—Return only lab-scope and enabled-scoped schemes.

  • Enabled for Lab only—Return only enabled-scoped schemes.

  • Not enabled only—Return only lab-scope schemes.

  • Enabled for Lab where Not Latest Version only—Return only enabled-scoped schemes that exist for the laboratory but not the the latest scheme version.

• Scheme Code

  Search schemes by code.

• Name

  Search schemes by name.

• Description

  Search schemes by description.

• Scheme Category

  Search schemes by category. Selected from categories with a Category Type of SCHEMES.

• Status

  Search schemes by status:

  • All

  • Active only

  • Inactive only.

• Line of Business Code

  Search schemes by an associated line of business. This is relevant only to org-scope schemes. Lab-scope schemes are not associated with a line of business. Line of business is used to provide visibility of org-scope schemes that have a line of business matching one of the laboratory's lines of business. Schemes returned from a search are filtered automatically by the laboratory's lines of business, however a line of business can be entered as a search criteria to further filter schemes by a specific line of business. A line of business may be selected from the drop-down list that contains active lines of business in scope, as configured in the CCLOFB—Line of Business application. Click the field hyperlink to display the CCLOFB—Search Line of Business screen select the appropriate value and click Select and Return to populate the field with the selected value.

• Scheme Type

  Search schemes by type:

  • All

  • Sample Preparation—Specifies the preparation and sample splitting requirements for samples, and do not have analytes.

  • Analytical Preparation—Specifies the analytical preparation and requirements of the test, and may optionally have analytes.

  • Analytical—Specifies the measurement portion of the test, and have analytes.

  • Miscellaneous—Specifies administration tasks, and do not have analytes.

• Report Name

  Search schemes by report name.

• Approved

  Search schemes by the date, or date range, for when a related scheme version was approved for export. This criteria is only available when the Scope is selected as All or Organisation only. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Importable Scheme Versions only

  Search for org-scope schemes in organisations other than the current organisation, where scheme versions are approved for distribution and do not exist, as yet, in the current organisation. This criteria is only available when the Scope is selected as 0 or Organisation only.

Scheme Secondary Criteria Tab

The secondary criteria to search for schemes.

• Section Code

  Search schemes by a section associated with a scheme. A section may be selected from the drop-down list that contains active sections in scope, as configured in the CCSECT—Section application. Click the field hyperlink to display the CCSECT—Search Section screen, select the appropriate value and click Select and Return, and the Section Code field is populated with the selected value.

• Pretreatment Category

  Search schemes by the pre-treatment category of a scheme. Selected from categories with a Category Type of PRE_TREATMENTS.

• Instrument Group Code

  Search schemes by instrument group associated with a scheme. An instrument group may be selected from the drop-down list that contains active instrument groups in scope, as configured in the CCINGP—Instrument Group application. Click the field hyperlink to display the CCINGP—Search Instrument Group screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Container Type Code

  Search schemes by container type associated with a scheme. A container type may be selected from the drop-down list that contains active container types in scope with a Capacity Type of Single, as configured in the CCCNTP—Container Type application. A container type may be selected from the drop-down list that contains active container types in scope with a Capacity Type of Single, as configured in the CCCNTP—Container Type application.

• Limit Specification Code

  Search schemes by limit specification associated with a scheme. A specification may be selected from the drop-down list that contains active specifications in scope with a Specification Type of Scheme, as configured in the CCSPFN—Specification application. If the 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. Click the field hyperlink to display the CCSPFN—Search Specification screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Precursor Scheme Code

  Search schemes by precursor scheme associated with a scheme. A scheme may be selected from the drop-down list that contains active schemes in scope, as configured in the CCSCHM—Scheme application. Click the field hyperlink to display the CCSCHM—Search Scheme screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Linked Scheme Code

  Search schemes by a linked scheme associated with a scheme. A scheme may be selected from the drop-down list that contains active schemes in scope, as configured in the CCSCHM—Scheme application. A scheme may be selected from the drop-down list that contains active schemes in scope with a Price Type of something other than Not Priced, as configured in the CCSCHM—Scheme application.

Scheme Version Criteria Tab

The scheme version criteria to search for schemes.

• Version Number

  Search for schemes by an associated scheme version.

• Name

  Search schemes by the name of an associated scheme version.

• Description

  Search schemes by the description of an associated scheme version.

• Report Name

  Search schemes by the report name of an associated scheme version.

• Version Status

  Search schemes by the status of a scheme version associated with a scheme version:

  • All

  • Draft

  • Published

  • Suspended.

• Method Code

  Search schemes by the code of a method associated with a scheme version. Click the field hyperlink to display the CCMTHD—Search Method screen, select the appropriate value and click Select and Return and populate the field with the selected value.

• QC Mask Code

  Search schemes by the code of a QC mask associated with a scheme version. A QC mask may be selected from the drop-down list that contains active QC masks in scope, as configured in the CCQCMK—QC Mask application. A QC mask may be selected from the drop-down list that contains active QC masks in scope, as configured in the CCQCMK—QC Mask application.

Scheme Version Analyte Criteria Tab

The scheme version analyte criteria to search for schemes.

• Analyte Code

  Search schemes by the code of an associated scheme version analyte.

• Name

  Search schemes by the name of an associated scheme version analyte.

• Description

  Search schemes by the description of an associated scheme version analyte.

• Parent Analyte Code

  Search schemes by the code of a parent analyte of an associated scheme version analyte.

• MSDS Name

  Search schemes by the MSDS name of an associated scheme version analyte.

• Report Name

  Search schemes by the report name of an associated scheme version analyte.

• Uncertainty Range Table Code

  Search schemes by the code of an uncertainty range table associated with a scheme version analyte. A range table may be selected from the drop-down list that contains active range tables in scope, as configured in the CCRNGT—Range Table application. Click the field hyperlink to display the CCRNGT—Search Range Table screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Rounding Table Code

  Search schemes by the code of a rounding table associated with a scheme version analyte. A rounding table may be selected from the drop-down list that contains active rounding tables in scope, as configured in the CCRNDT—Rounding Table application. Click the field hyperlink to display the CCRNDT—Search Rounding Table screen, select the appropriate value and click Select and Return to populate the field with the selected value.

Search Results Grid

• 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.
  • Enable for Lab—Enabled the selected org-scope schemes for the laboratory so that they can be used for registering samples in laboratory jobs. The process creates a copy of the selected org-scope scheme and gives the copy enabled-scope, which is equivalent to lab-scope but associated with the org-scope scheme. By default, all attributes of the enabled-scoped scheme copy are read-only, unless a script can be applied to allow various attributes of the scheme, scheme version or analytes to be updated for local conditions, without impacting the org-scope scheme. An error message displays if you attempt to enable a lab-scope scheme

  • Approve—Approve selected schemes for export so that they can be used globally by all laboratories. This updates a scheme'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 selected schemes that were previously approved for export. This clears a scheme'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.

  • Import Schemes—Import approved schemes from another organisation on the instance.