Configuring the SamTrack Application

Forms See also
SAMPLETRACK—Action Form

SAMPLETRACK—AddSample Form

SAMPLETRACK—Container Form

SAMPLETRACK—History Form

SAMPLETRACK—Job Form

SAMPLETRACK—Location Form

SAMPLETRACK—LocationType Form

SAMPLETRACK—Sample Form

SAMPLETRACK—SamTrack Form

SAMPLETRACK—Transport Form

 

 

Overview

The SamTrack application allows laboratory managers and supervisors know where samples are stored, and the conditions of their storage and eventual disposal or return to client.

The SamTrack application manages the location and storage details for samples that are physically moving through the laboratory, and then finally stored after their analytical analysis has been finalised. Note that Sample Track tracks the individual sample, and not the rack of samples, through the laboratory.

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 Sample Tracking

Ensure the SampleTrack.exe application 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 - SAMPLETRACK. Once a user has sufficient access rights, they can run the SamTrack application either from the Sample Tracking node on the CCLAS menu or directly from the CCLAS Exe folder.

To display tips to users upon start up of the SamTrack application, enable the ShowTipOfTheDay Program Settings - SAMPLETRACK, and enter the tips, with one tip per line, in a 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 - SAMPLETRACK to the folder and file name, for example %CCLASRootDirectory%TIPS\SAMTRACK.TIP.

Give users, or users with specific roles, access to the Location type, Location, Container, Physical type, Transport, Action or Job nodes by setting the AccessLevel Program Settings - STLOCATIONTYPE, Program Settings - STLOCATION, Program Settings - STPHYSICALTYPE, Program Settings - STTRANSPORT, Program Settings - STACTION and Program Settings - STJOB, respectively.

The UseLocationShortname Program Settings - STJOB indicates whether or not the short location name can be entered when specifying tracking details for jobs.

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

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

Configuring Location Type Maintenance

Two methods exist to filter records returned to the list-view panel as each node is selected:

  • To display a query form on the main screen:
    • Note: This application is coded to not use the LoadBrowser Program Settings - SAMPLETRACK, and internally will not load the browser where a query file exists for the node.
    • Create the STLocationTypeUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.
  • To filter location types based on field criteria: 

Define the columns of the grid based on the selected node type:

Define reports for location types:

Configuring Location Maintenance

Two methods exist to filter records returned to the list-view panel as each node is selected:

  • To display a query form on the main screen:
    • Note: This application is coded to not use the LoadBrowser Program Settings - SAMPLETRACK, and internally will not load the browser where a query file exists for the node.
    • Create the STLocationUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.
  • To filter locations based on field criteria: 

Define the columns of the grid based on the selected node type:

  • Locationnode—Set the MainListViewColumnnProgram Settings - STLOCATION to specify which columns from the STLOCATION table are presented in the grid.

Define reports for locations:

Configuring Container Maintenance

Two methods exist to filter records returned to the list-view panel as each node is selected:

  • To display a query form on the main screen:
    • Note: This application is coded to not use the LoadBrowser Program Settings - SAMPLETRACK, and internally will not load the browser where a query file exists for the node.
    • Create the STContainerUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.
  • To filter containers based on field criteria: 

Define the columns of the grid based on the selected node type:

  • Container node—Set the MainListViewColumnn Program Settings - STCONTAINER to specify which columns from the STCONTAINER table are presented in the grid.

Define reports for containers:

Configuring Physical Type Maintenance

Two methods exist to filter records returned to the list-view panel as each node is selected:

  • To display a query form on the main screen:
    • Note: This application is coded to not use the LoadBrowser Program Settings - SAMPLETRACK, and internally will not load the browser where a query file exists for the node.
    • Create the STPhysicalTypeUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.
  • To filter physical types based on field criteria: 

Define the columns of the grid based on the selected node type:

Define reports for physical types:

Configuring Transport Maintenance

Two methods exist to filter records returned to the list-view panel as each node is selected:

  • To display a query form on the main screen:
    • Note: This application is coded to not use the LoadBrowser Program Settings - SAMPLETRACK, and internally will not load the browser where a query file exists for the node.
    • Create the STTransportUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.
  • To filter transport types based on field criteria: 

Define the columns of the grid based on the selected node type:

  • Transportnode—Set the MainListViewColumnn Program Settings - STTRANSPORT to specify which columns from the STTRANSPORT table are presented in the grid.

Define reports for transport types:

Configuring Action Maintenance

Two methods exist to filter records returned to the list-view panel as each node is selected:

  • To display a query form on the main screen:
    • Note: This application is coded to not use the LoadBrowser Program Settings - SAMPLETRACK, and internally will not load the browser where a query file exists for the node.
    • Create the STActionUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.
  • To filter sample handling actions based on field criteria: 

Define the columns of the grid based on the selected node type:

  • Actionnode—Set the MainListViewColumnnProgram Settings - STACTION to specify which columns from the STACTION table are presented in the grid.

Define reports for sample handling actions:

Configuring Sample Tracking Jobs Search

Jobs are located either via client and project, or directly by job. The list of clients comes from the active list of clients in the PROFCLIENT table which are a subset of clients in the CLIENT table.

Access sample tracking job data by database tables using the PROFJOB table directly, or using the CLIENT, CLIENT_PROJECT and PROFJOB tables in a drill-down:

Two methods exist to filter records returned to the list-view panel as each node is selected:

Define the columns of the grid based on the selected node type:

  • Clients node (only presented where job data is accessed by database tables using client-project-job drill-down)—Set the MainListViewColumnn Program Settings - STJOB to specify which columns from the CLIENT table are presented in the grid.
  • Projects node (only presented where job data is accessed by database tables using client-project-job drill-down—Set the Sub1ListViewColumnn Program Settings - STJOB to specify which columns from the CLIENT_PROJECT table are presented in the grid.
  • Jobs node—Set the Sub2ListViewColumnn Program Settings - STJOB to specify which columns from the database view or STJOB table are presented in the grid.
Configuring the Adding of Jobs to Sample Tracking

Jobs available for adding to sample tracking are located either via client and project, or directly by job. The list of clients comes from the active list of clients in the PROFCLIENT table which are a subset of clients in the CLIENT table, that are not yet added to sample tracking.

Access jobs data for adding to sample tracking by database tables using the PROFJOB table directly, or using the CLIENT, CLIENT_PROJECT and PROFJOB tables in a drill-down:

Two methods exist to filter records returned to the list-view panel as each node is selected:

Define the columns of the grid based on the selected node type to add jobs to sample tracking:

  • Clients node (only presented where job data is accessed by database tables using client-project-job drill-down)—Set the Edit1ListViewColumnnProgram Settings - STJOB to specify which columns from the CLIENT table are presented in the grid.
  • Projects node (only presented where job data is accessed by database tables using client-project-job drill-down—Set the Edit2ListViewColumnnProgram Settings - STJOB to specify which columns from the CLIENT_PROJECT table are presented in the grid.
  • Jobs node—Set the Edit3ListViewColumnnProgram Settings - STJOB to specify which columns from the database view or PROFJOB table are presented in the grid.
Configuring Sample Tracking Reports

Define reports for tracked jobs:

Customising Sample Tracking

Sample tracking often requires custom commands which are tailored to a laboratory's requirements. To add the name of a custom command to the Run main menu option in the Sample Tracking application, set the SampleTrackRunnProgram Settings - SAMPLETRACK to specify the custom commands.

Configuring a Job's Sample Tracking Maintenance

To display a query form to filter physical type and sample records returned to the list-view panel as the Job or a Physical type node is selected:

Define the columns of the grid based on the selected node type to display physical type and sample portion details of a tracked job:

Define reports for a job's sample tracking details:

Configuring the Adding of Samples to Sample Tracking

Set the AddJobSampleSampleType Program Settings - STJOB to the comma-separated list of sample types that are selected by default, for example, UNK,DUP.

To display a query form to filter samples returned to the grid:

Enable the AllowChangeDateStored and AllowChangeStaffCode Program Settings - STJOB to allow the user update the Date located and Staff code fields, respectively, otherwise they cannot change them from the default date-time and current staff member.

Define the columns of the sample grid:

Customising the Update of a Sample Portion's Sample Tracking Details

To allow for the presentation of a user screen for the entry of custom details for a tracked sample portion, create the STJobSampleUser.SCR script file in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

Customising the Update of a Job's Containerisation Details

To allow for the presentation of a user screen for the entry of custom details for a containerised job, create the STJobUser.SCR script file in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

Configuring the Viewing of Sample Tracking History for a Job

Define the columns of the job sample tracking history grid:

  • Set the Edit7ListViewColumnnProgram Settings - STJOB to specify which columns from the STJOBAUDIT table are presented in the grid.

Define reports for sample tracking history of a job:

Customising the Viewing of Sample Tracking History for a Job

To display a query form on the main screen:

  • Create the STJobAuditUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.

Configuring the Viewing of Sample Tracking History for a Sample Portion

Define the columns of the sample portion sample tracking history grid:

  • Set the Edit8ListViewColumnnProgram Settings - STJOB to specify which columns from the STJOBAUDIT_SAMPLE table are presented in the grid.

Define reports for sample tracking history of a sample portion:

Customising the Viewing of Sample Tracking History for a Sample Portion

To display a query form on the main screen:

  • Create the STJobAuditSampleUserQuery.SCR script 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 - SAMPLETRACK to the name of the event subroutine. Where this program setting is not defined, then cmdQuery_Click is the default event subroutine.

Configuring the Viewing of Sample Tracking Field Change History for a Sample

Define the columns of the job sample tracking history grid:

  • Set the Edit9ListViewColumnnProgram Settings - STJOB to specify which columns from the STJOBAUDIT_SAMPLE_FIELD table are presented in the grid.

Define reports for sample tracking history of a sample portion field change:

Configuring the Auditing of Sample Tracking Changes to a Job

Set the AuditMode Program Settings - STJOB to configure the level of auditing of changes to sample tracking details for a job.

  1. 0 - no auditing
  2. 1 - audit of deletions and additions
  3. 2 - audit of deletions, additions and modifications.

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