Locate batching samples by scheme or procedure

2. Click Batch in the CCLAS EL menu or run the Batch.exe application in the Exe folder to display the Batch Form.
2. Click Scheme to open the BATCH—CriteriaScheme Form.
3. To apply batching criteria selected schemes, versions and analytes:
   1. To locate scheme version analytes by a sample count summary:
      1. Click Summary to open the BATCH—Summary Form that displays the total number of samples that are not currently included in a laboratory batch, or not analysed.
      2. Click + to expand the relevant Scheme code node, and - to collapse it.

      3. Click the cell between the Analyte code and # (the number of matching sample scheme analytes) to select the analyte. Click the cell again to de-select the analyte.

      4. Click OK to close the screen, clear existing scheme version analyte selections from the batching criteria, and include the selected scheme version analytes in the batching criteria, or click Cancel to cancel the addition by summary counts.
   2. To locate scheme version analytes by procedure:
      1. Click Procedure to open the BATCH—ProcedureAdd Form.
      2. Where a query form is presented in the bottom of the form, then enter criteria and click the Query button to filter the content returned to the grid. Otherwise all procedures are returned to the grid.
      3. Click a procedure to select it, and use the Control and Shift keys to select more contiguous or non-contiguous procedures. Re-click a procedure to deselect it.
      4. Click OK to close this form and add schemes, versions and analytes from the selected procedures to the BATCH—CriteriaScheme Form, or click Cancel to cancel the addition of schemes, versions and analytes by procedure.
   3. To locate scheme version analytes by scheme:
      1. Click Add to open the BATCH—AddSchemes Form.
      2. Where a query form is presented in the bottom of the form, then enter criteria and click the Query button to filter the content returned to the grid. Otherwise all schemes are returned to the grid.
      3. Select a scheme and version.
      4. Where the selected scheme and version does not contain analytes:
         1. Click OK to close this form and add the selected scheme and version to the BATCH—CriteriaScheme Form, or click Cancel to cancel the addition of schemes, versions and analytes.
      5. Where the selected scheme and version contains analytes, either:
         1. Select the analytes and click OK to close this form and add the selected scheme, version and analytes to the BATCH—CriteriaScheme Form, or click Cancel to cancel the addition of schemes, versions and analytes, or
         2. Click OK to open the BATCH—AnalyteList Form, select the analytes by using the >, >>, << and < keys, and click OK to close this form and add the selected scheme, version and analytes to the BATCH—CriteriaScheme Form.
   4. To locate scheme version analytes by scheme for insertion into the list:
      1. Click Insert to open the BATCH—AddSchemes Form.
      2. Operate the form in the same way as for adding a scheme to the list (see above). Selected schemes, versions and analytes are inserted into the BATCH—CriteriaScheme Form instead of being appended.
   5. To move the schemes, versions and analytes up and down in the list:
      1. Click Move to open the BATCH—SeqMove Form.
      2. Select a row and use the arrows to change the order of the rows.
      3. Click OK to close this form and apply the move to the schemes, versions and analytes in the BATCH—CriteriaScheme Form, or click Cancel to cancel the move.
   6. To delete a scheme, version and analyte from the list:
      1. Click Delete to open a warning dialog.
      2. Click Yes to close the dialog and proceed with the deletion of the current scheme, version and analytes in the BATCH—CriteriaScheme Form.
      3. Click No to close the dialog and cancel the deletion.

   7. Once schemes, versions and analytes are returned to the list, where the Properties main menu is enabled, to further filter the grid content based on column criteria:

      1. Select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.
4. To apply batching criteria based on specific dates:
   1. Check the Dates check box.
   2. Specify the date period as On, Before or After a particular date, or Between two particular dates. The date field used in the date criteria is pre-configured by Batch program settings.
5. To apply batching criteria based on minimum number of samples, in the Number of Samples section, set Min to a number greater than 0 to return CUIDs for batching only where the number of samples matching the other criteria is greater or equal to this number of samples.
6. To apply batching criteria based on maximum number of samples, in the Number of Samples section, set Max to a number greater than 0 to return CUIDS matching the other criteria, up to an including this maximum number of samples.
7. To apply batching criteria based on whether a sample has the specific scheme versions or scheme version analytes registered on it, in the Number of samples section, select All to specify that all analytes must be registered for the scheme for selection of the sample, or check Any to specify that any analyte must be registered for the scheme for selection of the sample.
8. To apply batching criteria based on selected sample types in the Sample type section, from the list of possible sample types, click a sample type to selected, and use the Control and Shift keys to select more contiguous or non-contiguous sample types. Re-click a sample type to deselect it. Where no sample types are selected, then the batching criteria includes all sample types.
9. To apply batching criteria based on a sample scheme analyte's analyte status, in the Analyte status section, either:
   1. Select All to not limit the sample selection based on a CUID scheme analyte's Analyte Status, or
   2. Select Selected and check the Not analysed check box to limit the sample selection where a CUID scheme analyte's Analysis Status is NULL or empty (not analysed), and/or check the Analysed check box to limit the sample selection where a CUID scheme analyte's Analyte Status is CPL (completed).
   3. Select Awaiting checks to limit the sample selection where a CUID scheme analyte's Analyte Status is CHK (Check).
10. To apply batching criteria based on a sample scheme analyte's laboratory batch status, in the Lab Batch Status section, either:
    1. Select All to not limit the sample selection based on a CUID scheme analyte's laboratory batch status, or
    2. Select Selected and check the Not lab batched check box to limit the sample selection based on whether a CUID scheme analyte's Lab Batch Job and Lab Batch CUID are empty, or check the Lab Batched check box to limit the sample selection based on whether a CUID scheme analyte's Lab Batch Job and Lab Batch CUID contains a laboratory batch job number and laboratory batch CUID.
11. To apply batching criteria based on selected jobs, in the Jobs section, from the list of activated jobs, click a job to select it, and use the Control and Shift keys to select more contiguous or non-contiguous jobs. Re-click a job to deselect it. Where no jobs are selected, then the batching criteria includes all jobs. Note that jobs are activated by setting the job's Last Activated date in the Job application, and deactivated by clearing this date.
12. To overwrite the criteria entered in the form and load criteria from a file, click Open to open the common dialog, locate the CRI file and click Open, or click Cancel to not proceed.
13. Where criteria is loaded from a file, to save updates to the criteria to the same file, click Save to open the common dialog, navigate to a folder, enter a file name and click Save, or click Cancel to not proceed.
14. To save criteria entered in the form to a new criteria file, click Save As to open the common dialog, navigate to a folder, enter a file name and click Save, or click Cancel to not proceed.
15. To close the BATCH—CriteriaScheme Form and not apply a sample search, click Close.
16. To close the BATCH—CriteriaScheme Form and apply the criteria to perform a sample search based on the schemes, versions and analytes in the list and other criteria, click Apply. Existing samples are cleared from the sample list, and samples matching the scheme criteria are located and displayed on the BATCH—Batch Form.