Configuring the Method Application

Overview

The Method application allows users to maintain schemes, products, procedures and quality control types.

This process is pertinent to LIMS and laboratory managers who configure the LIMS, and the look and feel of applications to enhance laboratory processes and the user experience.

Process

Configuring Access to the Method Application

Ensure the Scheme.exe file is located in the folder defined by the ExeDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. Give users, or users with specific roles, access to the application by setting the AccessLevel Program Settings - SCHEMEAPP. Once a user has sufficient access rights, they can run the Method application either from the Method node on the CCLAS menu or directly from the CCLAS Exe folder.

To display tips to users upon start up of the Scheme application, enable the ShowTipOfTheDay Program Settings - SCHEMEAPP, and enter the tips, with one tip per line, in a text file, place the file in a folder under the CCLAS root folder defined by the CCLASRootDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, then set the TipofTheDayFile Program Settings - SCHEMEAPP to the folder and file name, for example %CCLASRootDirectory%TIPS\METHOD.TIP.

To present the list-view panel with grid lines, enable the MainListViewGrid Program Settings - SCHEMEAPP.

To maintain the window size and position between closing and launching the Method application, set the Window Program Settings - SCHEMEAPP.

Configuring Scheme Maintenance

Schemes are maintained under the Methods » Scheme codes node within the Method application, To configure access to this node, set the AccessLevel Program Settings - SCHEME.

Set the QControlDirectory Program Settings—GLOBALSETTINGS for CCLASMGR to the folder that is to contain files of quality control types. During scheme maintenance, the list of QC standards, blanks and spikes for a scheme are saved in the Scheme.STD, Scheme.BLK file, and Scheme.SPK file, respectively, located in the folder defined by the QControlDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

Two methods exist to filter records returned to the list-view panel:

If enabled, when creating a new scheme that has the same code as an existing scheme, then the scheme may be saved as a new version of the existing scheme.

Enable the AllowSchemeVersion Program Settings - SCHEMEAPP so that when the code for a new scheme is the same as the code for an existing scheme, then the scheme is saved as a new version of the existing scheme, otherwise, disable the program setting to issue a warning is issued indicating that the scheme already exists. Note that, where the the ConfirmVersionUpdate Program Settings - SCHEMEAPP is enabled, then the user is prompted for confirmation to proceed with the creation of the new version.

Set the MainListViewColumnn Program Settings - SCHEME to specify which columns from the SCHEME table are presented in the grid when the Scheme codes node is selected.

Notes files for schemes are typically located in the folder defined by the NotesFile Program Settings—GLOBALSETTINGS for CCLASMGR.

The AuditLevel Program Settings - SCHEME defines the level of auditing changes to schemes.

Scheme maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom scheme maintenance form to the Run main menu option for schemes in the Method application, available where the user has access to the Scheme codes node, set the SchemeScreenn Program Settings - SCHEME to specify the custom forms.

A laboratory often has the requirement to store additional details for a scheme. To provide a form to manage entry of this data, create the SchemeUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

To add report templates to the Report main menu option for schemes in the Methgod application, create the reports as Crystal Report templates, place them in the folder defined by the TemplateDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, and set the ReportLDFn Program Settings - SCHEME to each report template.

Configuring the use of Schemes in Registration and Data Entry

The ShowAllVersions Program Settings - SCHEMEAPP controls whether all versions, or only the latest version, of each scheme are visible when selecting schemes during job registration.

Enable the UpdateLinkedSchemes Program Settings—GLOBALSETTINGS for CCLASMGR so that when a sample weight is captured for a parent scheme, then the weights of samples in linked schemes are updated automatically with the same weight.

Configuring Scheme Analyte Maintenance

Set the Edit1ListViewColumnn Program Settings - SCHEME to specify which columns from the SCHEME_ANALYTE table are presented in the grid when the Scheme node is selected on the Details tab.

Configuring Product Maintenance

Products are maintained under the Methods » Product codes node within the Method application, To configure access to this node, set the AccessLevel Program Settings - PRODUCT.

Two methods exist to filter records returned to the list-view panel:

Set the MainListViewColumnn Program Settings - PRODUCT to specify which columns from the PRODUCT table are presented in the grid when the Product codes node is selected.

Notes files for products are typically located in the folder defined by the NotesFile Program Settings—GLOBALSETTINGS for CCLASMGR.

The AuditLevel Program Settings - PRODUCT defines the level of auditing changes to products.

Product maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom product maintenance form to the Run main menu option for products in the Method application, set the ProductScreenn Program Settings - PRODUCT to specify the custom forms.

A laboratory often has the requirement to store additional details for a product. To provide a form to manage entry of this data, create the ProductUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

To add report templates to the Report main menu option for products in the Method application, create the reports as Crystal Report templates, place them in the folder defined by the TemplateDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, and set the ReportLDFn Program Settings - PRODUCT to each report template.

Configuring Product Analyte Maintenance

Set the Edit1ListViewColumnn Program Settings - PRODUCT to specify which columns from the PRODUCT_ANALYTE table are presented in the grid when the Product » Analytes node is selected on the Details tab.

A laboratory often has the requirement to store additional details for an analyte of a product. To provide a form to manage entry of this data, create the ProductAnalyteUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

Configuring Product Rule Maintenance

Set the Edit2ListViewColumnn Program Settings - PRODUCT to specify which columns from the PRODUCT_ANALYTE table are presented in the grid when the Product » Rules node is selected on the Details tab.

Configuring Procedure Maintenance

Procedures are maintained under the Methods » Procedures node within the Method application, To configure access to this node, set the AccessLevel Program Settings - PROCREG.

Two methods exist to filter records returned to the list-view panel:

Set the MainListViewColumnn Program Settings - PROCREG to specify which columns from the PROCREG table are presented in the grid when the Procedures node is selected.

Notes files for procedures are typically located in the folder defined by the NotesFile Program Settings—GLOBALSETTINGS for CCLASMGR.

Enable the ConfirmVersionUpdate Program Settings - PROCREG so that when a procedure is copied, where the version of the scheme in the source procedure is earlier that the scheme's latest version, then a warning is given and an option is provided to either update to use the latest version of the scheme in the destination procedure, or copy the earlier version used in the source procedure to the destination procedure, or to cancel the copy. If the setting is disabled, then no warning is given and the latest version of the scheme is used in the destination procedure.

The AuditLevel Program Settings - PROCREG defines the level of auditing changes to procedures.

When selecting clients for procedures, the F2 function key opens a client lookup form to display matching client codes from all laboratories, including clients that are disabled. Set the ClientLookupColumns Program Settings - PROCREG to specify which columns from the CLIENT table are presented in the grid.

Procedure maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom scheme maintenance form to the Run main menu option for schemes in the Method application, available where the user has access to the Procedures node, set the ProcregScreenn Program Settings - PROCREG to specify the custom forms.

A laboratory often has the requirement to store additional details for a product. To provide a form to manage entry of this data, create the ProcRegUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

To add report templates to the Report main menu option for schemes in the Methgod application, create the reports as Crystal Report templates, place them in the folder defined by the TemplateDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, and set the ReportLDFn Program Settings - PROCREG to each report template.

Configuring Schemes and Analytes for a Procedure

Set the Edit1ListViewColumnnProgram Settings - PROCREG to specify which columns from the PROCREG table are presented in the grid when the Procedures node is selected.

Enable the CombinedSchemeAnalyteSelection Program Settings - PROCREG to locate schemes and analytes for the procedure using combined scheme-analyte selection. Where the setting is disabled, then default scheme-analyte selection is used.

Regardless of whether combined or default scheme-analyte selection is used to locate tests for the procedure, two methods exist to filer records returned to the grid of tests available for adding to the procedure:

  • To display a query form on the screen:

    • Create the ProcRegSchemeAddNew.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

    • Code an event subroutine in the script file, then set the QueryEvent Program Settings - PROCREG to the name of the event subroutine. If this event subroutine does not exist within the script file, then no schemes are returned to the list-view panel.

    • Enable the AddAllAnalytesFilterProgram Settings - PROCREG so that only the analytes that are returned from the SQLWhere clause in the ProcRegAnalyteAddNew.SCR script are selected for the scheme, otherwise all analytes in the scheme are selected for the scheme.

  • Otherwise all schemes and analytes are returned to the grid.

For combined scheme-analyte selection:

  • Set the Scheme1ListViewColumnnProgram Settings - PROCREG to specify which columns from the PROCREG_SCHEME table are presented in the grid when the Scheme » Selected node is selected.

  • Set the Scheme2ListViewColumnnProgram Settings - PROCREG to specify which columns from the PROCREG_SCHEME table are presented in the grid when the Scheme » Available » ANA, HDR, MIS or PRP node in the Folder Items panel is expanded to display analytical, header, miscellaneous or preparation schemes, respectively, available for adding to the procedure.

  • Enable the AddAllAnalytes Program Settings - PROCREG to default the Add all analytes check box by default.

  • Set the Analyte1ListViewColumnnProgram Settings - PROCREG to specify which columns from the PROCREG_SCHEME_ANALYTE table are presented in the grid when the Expand the Scheme » Selected node in the Folder Items.

For default scheme-analyte selection:

  • Set the SchemeLVWDisplayColumnProgram Settings - PROCREG to specify which column from the PROCREG_SCHEME table is presented as the second column on display after the Scheme column.

A laboratory often has the requirement to store additional details for a procedure scheme. To provide a form to manage entry of this data, create the ProcRegSchemeUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option when a procedure scheme is updated.

A laboratory often has the requirement to store additional details for a procedure scheme analyte. To provide a form to manage entry of this data, create the ProcRegSchemeAnalyteUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option when a procedure scheme analyte is updated.

Configuring Quality Control Types

Quality control types are maintained under the Methods » QC codes node within the Method application, To configure access to this node, set the AccessLevel Program Settings - QCONTROL.

Two methods exist to filter records returned to the list-view panel:

Set the MainListViewColumn1Program Settings - QCONTROL to specify the quality control type column from the QCONTROL table to present in the grid when the QC codes node is selected.

Set the MainListViewColumn2Program Settings - QCONTROL to specify the quality control code column from the QCONTROL table to present in the grid when the QC codes » BLK or QC codes » STD node is selected.

Set the MainListViewColumn3..nProgram Settings - QCONTROL to specify the columns from the QCONTROL table to present in the grid when a QC codes » BLK » Quality Control code or QC codes » STD » Quality Control code node is selected.

Notes files for quality control types are typically located in the folder defined by the NotesFile Program Settings—GLOBALSETTINGS for CCLASMGR.

The AuditLevel Program Settings - QCONTROL defines the level of auditing changes to quality control types.

Quality control maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom quality control type maintenance form to the Run main menu option for quality control types in the Method application, set the QControlScreenn Program Settings - QCONTROL to specify the custom forms.

A laboratory often has the requirement to store additional details for a quality control type. To provide a form to manage entry of this data, create the QControlUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

To add report templates to the Report main menu option for quality control types in the Method application, create the reports as Crystal Report templates, place them in the folder defined by the TemplateDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, and set the ReportLDFn Program Settings - QCONTROL to each report template.

Configuring Analytical Limits for Quality Control Types

Set the Edit1ListViewColumnn Program Settings - QCONTROL to specify which columns from the QCONTROL_ANALYTE table are presented in the grid when the Product » Analytes node is selected on the Details tab.

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