Add jobs to sample tracking

  1. Click Sample Tracking in the CCLAS EL menu or run the SampleTrack.exe application in the Exe folder to display the SamTrack Form.
  2. Click New to open the Add new form.
  3. Where custom forms are available below the Run main menu option, to use one of these to add jobs for sample tracking:

    1. Select any node.

    2. Click the down-arrow next to the Run main menu option and select the custom form to display it.
    3. Interact with the form, as required, and click OK to close the form and execute it, or click Cancel to close the form and not proceed.
  4. Where a Clients node presents in the Folder Items panel, your system is configured to drill down to jobs via a client and project. If this is the case:
    1. Select one of the clients below the Clients node, or double-click a client in the right-hand grid, to display its projects in the right-hand grid.
    2. Select one of the projects below the client, or double-click a project in the right-hand grid, to display its jobs available for sample tracking in the right-hand grid.
  5. Where a Jobs node presents in the Folder Items panel, your system is configured to access jobs directly. If this is the case:
    1. Select the Jobs node to display the jobs available for sample tracking in the right-hand grid.
  6. Where a query form is presented in the bottom of the right-hand grid, then enter criteria and click the Query button to filter the content returned to the grid.
  7. Where the Properties main menu option is enabled and you have permissions to maintain filtering criteria, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.
  8. To toggle the sorting of a column by ascending or descending order, click the column header.
  9. Check the check box next to one or more jobs to add to sample tracking.
  10. Check Allow duplicates if duplicated samples are to be individually tracked.
  11. Select the Location from the list of locations.
  12. Select the Container from the list of containers.
  13. Select the Action from the list of actions.
  14. Click Add to add the selected jobs to sample tracking.
  15. Click Close to close the form.