Select the analyte Instrument. The distinct list of schemes and versions from CUID scheme analytes linked to this instrument display in the Scheme grid. (A CUID scheme analyte is linked to an instrument when it is created from a scheme is linked to an instrument. If the scheme is linked to the instrument after CUID scheme analyte creation, the CUID scheme analyte will not be linked to the instrument.)
To apply batching criteria based on schemes and versions, click a scheme and version in the Scheme grid to select it, and use the Control and Shift keys to select more contiguous or non-contiguous schemes and versions. Re-click a scheme and version to deselect it.
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.
To apply batching criteria based on specific dates:
Check the Dates check box.
Specify the date period as On, Before or After a particular date, or Between two particular dates.
To apply batching criteria based on a sample scheme's worklist status, in the Referral status section, either:
Select All to not limit the sample selection based on a CUID scheme's Worklist Status, or
Select Selected and check the Pending check box to limit the sample selection where a CUID scheme's Workklist Status is PEN (pending), or check the Referred check box to limit the sample selection where a CUID scheme's Worklist Status is REF (referred), or check the Not Pen/Ref check box to limit the sample selection where a CUID scheme's Worklist Status is not PEN nor REF.
Select Awaiting checks to limit the sample selection where a CUID scheme analyte's Analyte Status is CHK (Check).
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.
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.
To close the BATCH—CriteriaSubcontract Form and apply the criteria to perform a sample search based on the subcontracting and other criteria, click Apply. Existing samples are cleared from the sample list, and samples matching the subcontracting criteria are located and displayed on the BATCH—Batch Form.
