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.

Standard Primary Criteria Tab

The primary criteria to search for standards.

• Scope

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

• Organisation Codes

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

• Standard Code

  Search standards by code.

• Name

  Search standards by name.

• Description

  Search standards by description.

• Standard Category

  Search standards by category. Selected from categories with a Category Type of STANDARDS.

• Status

  Search standards by status:

  • Draft—The standard is under development.

  • Published—The standard is ready for use by the laboratories in scope, for linking from blank, standard and spike QC mask members, or from samples with a Primary QC Type or Secondary QC Type of Blank, Standard or Spike.

  • Suspended—The standard is no longer available for use.

• QC Type

  Search standards by QC type:

  • All

  • Standard—Standards for use in QC mask members linked to a standard QC type and standard QC samples.

  • Blank—Standard groups for use in QC mask members linked to a blank QC type and blank QC samples.

  • Spike—Standard groups for use in QC mask members linked to a spike QC type and spike QC samples, unless the ALLOW_STANDARDS_AS_SPIKES application preference is checked, in which case, the Spike type standard can be used for QC mask members linked to a standard QC type and standard QC samples.

• Chemical Name

  Search standards by chemical name.

• Manufacturer

  Search standards by manufacturer.

• Standard Barcode

  Search standards by a barcode scan of a standard.

• Lot Number

  Search standards by the number of an associated lot.

• Lot Code

  Search standards by the code of an associated lot.

• Lot Name

  Search standards by the name of an associated lot.

• Lot Barcode

  Search standards by the barcode scan of an associated lot.

• Standard Group Code

  Search standards by the code of code of an individual standard within a standard group. A standard may be selected from the drop-down list that contains active standards in scope, as configured in the CCSTND—Standard application. Click the field hyperlink to display the CCSTND—Search Standard screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Specification Code

  Search standards by the code of an associated specification.

• Scheme Code

  Search standards by the code of a scheme linked to an associated specification.

• Analyte Code

  Search standards by the code of an analyte linked to an associated specification.

• Section Code

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

• Promotable Standards only

  Search standards by whether an associated specification links to a scheme where the scheme has a higher published version available.

  This allows for the selection of standards for promotion to the latest published scheme version from the search results grid.

• Approved

  Search standards by the date, or date range for which a standard was approved for export. This criteria is only available where 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 Standards only

  Search standards by whether they are available for import, that is, org-scope standards 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.

  Often used with the Organisation Codes criteria to locate standards flagged for distribution from other organisations.

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.

  • Promote—Promote a standard to contain the latest scheme version for its specification scheme version analytes.

    Note: Where no specification scheme analytes exist in the highest published scheme version, then no new specification scheme version analyte records are created, but the standard is still deemed promotable. In this situation, the user needs to manually create the specification scheme version analyte records for the required analyte codes.

  • 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.

  • Import Standards—Click to import approved standards from another organisation on the instance.

  • Import Standards—Import selected standards from other laboratories or organisations where the standard is approved for export.