Maintain procedure schemes and analytes using combined selection

To review schemes and analytes in a procedure:

  1. Maintain procedures to display the ProcRegEdit Form containing the list of tests in the procedure.
  2. Expand the Scheme » Selected node in the Folder Items panel to display schemes selected for the procedure.

To update the schemes and analytes in the procedure:

  1. Expand the Scheme » Available » ANA, HDR, MIS or PRP node in the Folder Items panel to display analytical, header, miscellaneous or preparation schemes, respectively, available for adding to the procedure.
  2. 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. Otherwise all available schemes are returned the grid.
  3. To add analytical schemes to the procedure:
    1. Select the ANA node to display available ANA (Analytical) schemes in the list-view panel.
    2. To add all analytes as a scheme is added in the next step, toggle Add all in the main menu to display as . To not add analytes, but to selectively add them after a scheme is added, toggle Add all in the main menu to display as .
    3. Check the selection box adjacent each analytical scheme to add the schemes under the Scheme » Selected node. Note that, where the add-all-analytes is activated, then the scheme's analytes are automatically checked for inclusion in the procedure, and where it is not activated, then the scheme's analytes are not checked for inclusion in the procedure - this must be done separately. Note that the LIMS may be configured to only return analytes based on the query form logic, otherwise all analytes in the scheme are selected for the scheme.
    4. To change selection of analytes for each analytical schemes under the Scheme » Selected node, select the node for the analytical scheme and check or uncheck the selection box adjacent each analyte, as required, to include the analyte in the procedure.
  4. To add handler, miscellaneous or preparation schemes to the procedure:
    1. Select the HDR, MIS or PRP node to display available HDR (Handler), MIS (Miscellaneous) or PRP (Preparation) schemes, respectively, in the list-view panel.
    2. Check the selection box adjacent each handler, miscellaneous or preparation scheme.
  5. To change the order of schemes in the procedure:
    1. Select a Scheme » Selected » Scheme Code node and click Up or Down.
  6. To change the order of analytes within a scheme of the procedure:
    1. Select a Scheme » Selected » Scheme Code » Analyte Code node and click Up or Down.

To review a scheme in a procedure:

  1. Double-click a SchCode under the Scheme » Selected node to open the ProcRegSchemeEditANA Form, ProcRegSchemeEditPRP Form or ProcRegSchemeEditMISHDR Form, where the scheme's Type is ANA, PRP, or MIS or HDR, respectively.

To update a scheme in a procedure:

  1. Double-click a SchCode under the Scheme » Selected node to open the ProcRegSchemeEditANA Form, ProcRegSchemeEditPRP Form or ProcRegSchemeEditMISHDR Form, where the scheme's Type is ANA, PRP, or MIS or HDR, respectively.
  2. Click Save to close the form and save the changes, or click Close to close the form.

To enter analysis details for a PRP (Preparation) or ANA (Analytical) scheme in a procedure:

  1. Enter the Page size. For a scheme with a Type of ANA, this field is located on the General tab.

To enter duplicate details for a PRP (Preparation) scheme in a procedure:

  1. Enter the Number, Blocksize, Offset and Position.

To enter quality control details for an ANA (Analytical) scheme in a procedure:

  1. Select the General tab.
  2. Blank placement:
    1. Enter the Number blanks.
    2. Select the Files tab and click ... next to Blank file contents to open the QCFile Form, and use the > and >> buttons to assign Available QC types to the Assigned QC types to add blank sample types for the required Number blanks (refer to Maintaining Quality Control Types). Alternatively, type in the blank sample types and click fx to confirm that they are valid ones. The same blank material can be assigned a multiple number of times to create the required number of blank placements.
    3. Select the General tab and enter the Blank blocksize, select the Blank calculation, and enter the Blank position(s).
  3. Standard placement:
    1. Enter the Number qc standards.
    2. Select the Files tab and click ... to open the QCFile Form, and use the > and >> buttons to assign Available QC types to the Assigned QC types to add QC standard sample types for the required Number qc standards (refer to Maintaining Quality Control Types). Alternatively, type in the QC standard sample types and click fx to confirm that they are valid ones. The same QC standard material can be assigned a multiple number of times to create the required number of QC standard placements.
    3. Select the General tab and enter the QC standard blocksize, select the QC standard calculation, and enter the QC standard position(s).
  4. Spike placement:
    1. Enter the Number qc spikes.
    2. Select the Files tab and click ... to open the QCFile Form, and use the > and >> buttons to assign Available QC types to the Assigned QC types to add QC spike sample types for the required Number qc spikes (refer to Maintaining Quality Control Types). The same QC spike material can be assigned a multiple number of times to create the required number of QC spike placements.
    3. Select the General tab and enter the QC spike blocksize, select the QC spike calculation and QC spike selection, and enter the QC spike position(s).
  5. Replicate placement:
    1. Enter the Number replicates.
    2. Enter the Replicate blocksize, select the Replicate calculation and Replicate selection, and enter the Replicate position(s). Example: To create a replicate of each sample and place each replicate sample immediately after its original unknown sample, set Number replicates to 1, Replicate blocksize to 1, and Replicate position(s) to either IMM or END, as this is equivalent in this scenario.

  6. Enter the Number rereads.

  7. Select the Files tab and select a Link scheme code, if required.

To enter invoicing details for scheme in a procedure, where the scheme's Price type is SCH, HLY or SMP:

  1. Enter the Price code or fixed Price. For a scheme with a Type of ANA, these fields are located on the General tab.

To enter custom details for a scheme in a procedure:

  1. Where the LIMS is configured to allow for the entry of custom details for the procedure scheme, click User Screen in the main menu to open the custom form to update the custom details, as required.

To delete a scheme from a procedure:

  1. Select the Scheme » Selected node in the Folder Items.
  2. Uncheck the box next to the scheme to remove the scheme from the procedure. The scheme appears under the Scheme » Available node for the relevant scheme type.

To review an analyte in an ANA (Analytical) scheme in a procedure:

  1. Expand the Scheme » Selected node in the Folder Items.
  2. Double-click an Analyte in a scheme that has a Type of ANA to open the ProcRegSchemeAnalyteEdit Form.

To update an analyte in an ANA (Analytical) scheme in a procedure:

  1. Double-click an Analyte in a scheme that has a Type of ANA to open the ProcRegSchemeAnalyteEdit Form.
  2. Click Save to close the form and save the changes, or click Close to close the form.

To update an analyte in an ANA (Analytical) scheme in a procedure:

  1. Select the Analysis unit code.
  2. Enter the Analysis detection limit and Analysis upper limit.
  3. Select a Reporting unit code and Rounding table code.
  4. Enter the Reporting detection limit and Reporting upper limit.
  5. Enter Lower limit 1, Lower limit 2, Upper limit 1 and Upper limit 2, as required.
  6. Click Save to persist the changes, or click Close to not proceed.

To enter custom details for an analyte in an ANA (Analytical) scheme in a procedure:

  1. Where the LIMS is configured to allow for the entry of custom details for the procedure scheme analyte, click User Screen in the main menu to open the custom form to update the custom details, as required.

To delete an analyte from a scheme in a procedure:

  1. Select the Scheme » Selected » Scheme node in the Folder Items.
  2. Uncheck the box next to the analyte to remove the analyte from the scheme in the procedure.