Flows:

• Browse—Return to the frmScheme form.
• Close—Close this form.
• Save—Save form updates.
• Save as—Save the current entity as a new entity.
• Delete—Delete the current entity.
• User screen—Open the custom form contained in the SchemeUser.SCR screen file, if it exists, to enter custom details for the scheme.

Form:

General tab:

• Scheme type—The type of scheme. Display only. Selection is made at scheme creation. Either:
  • ANA (Analytical)—Registered on samples to record the analysis and results.
  • HDR (Header)—Registered on samples to apply a header for other analysis during certificate report creation.
  • MIS (Miscellaneous)—Registered on samples to add additional charges during invoicing.
  • PRP (Preparation)—Registered on samples to apply sample preparation requirements.
• Scheme version—The version of the scheme.
• From MLB code—The code of the originating scheme from the master library.
• Short name—A descriptive short name for the scheme.
• Scheme name—The name of the scheme.
• Description—The description of the scheme.
• Accreditation—A description of the ISO accreditation awarded to the method.
• Scheme notes file—DOC, TXT or HTM file containing general notes about the scheme. The contents of this file can be displayed when schemes are registered on jobs.
• Formatting mask—Only relevant where the scheme's Scheme type is HDR (Header). The formatting details that determine where the scheme's details are placed on the report. Selected from:
  • END
• Section code—The laboratory section where the scheme is applied to samples. Linking a scheme to a section code does not exclude other sections from using the scheme, however, the section code is used as a search criteria, for example, when searching for historical quality control readings.
• Executing lab code—The code of the laboratory that applies the method for analysis.
• Page size, only display here where the scheme's Scheme type is PRP (Preparation)—The number of samples, including QC samples, displayed on one page of analysis at the instrument or on the job sheet.
• Auto refer—No core functionality, however, useful in a batching script. Indicates whether the scheme is automatically referred to the Executing Lab code when samples are batched. A referred CUID scheme is marked as Pending, that is, waiting for sub-contracting to the executing laboratory.
• Is performed—No core functionality, however, useful in a batching script. Indicates whether the current laboratory is able to perform the scheme, typically where the Executing lab code is set to a laboratory other than the current laboratory.
• Tax code—The code of the tax applied to line items raised for the scheme during invoicing.
• Pricing structure—The pricing module used to price sample scheme line items during invoicing. Display only. Selection is made at scheme creation. Either:
  • ANA (Analytical)—Based upon the result of the invoiced analyte.
  • HLY (Hourly)—Based upon an hourly rate for the scheme or procedure.
  • SCH (Scheme)—Based upon the number of analytes invoiced for the scheme, per sample.
  • SMP (Sample)—Based upon the number of invoiced samples.
• Price code—Only relevant where the scheme's Price type is SCH, HLY or SMP. The price code used to price sample scheme line items during invoicing.
• Method code—The code of the method used for the scheme, for reference only.
• Method date—The date the method was last altered.
• Method days—The number of days after the Method date that an alert is given to users of the scheme that the method has changed.
• Method notes file—DOC, TXT or HTM file containing general notes about the method. The contents of this file can be displayed when schemes are registered on jobs.
• Group code—The code of the staff group, such that, if a group is defined, then only staff members who are members of this group can access data entry for this scheme.
• Disabled—Indicates whether the scheme is disabled in the system. Where the check box is checked, although the scheme still exists in the system, the scheme is not visible in any application except the Scheme application.
• Duplicate details, only relevant where the scheme's Scheme type is PRP (Preparation), and apply when QC samples are created for the scheme, that is, for a job scheme, or laboratory batch job scheme:
  • Number—The number of duplicate QC samples created for each Blocksize of unknown samples.
  • Blocksize—The number of unknown samples considered as a block when determining the number of duplicate QC samples for addition.
  • Offset—The point within the block of unknown samples at which a sample is selected for duplication.
  • Position—The position within the rack at which the duplicate QC sample is placed, relative to the original sample.

Analysis tab, only relevant where the scheme's Scheme type is ANA (Analytical):

• Instrument code—The instrument assigned to analyse samples for the scheme.
• Page size—The number of samples, including QC samples, displayed on one page of analysis at the instrument or on the job sheet.
• Expected weight—The expected weight of sample used in analysis. Corrections are applied automatically using a factor determined from the actual and expected weights.
• Expected volume—The expected volume, in millilitres (mls), of aliquot solution used to digest a sample for analysis. Corrections are applied automatically using a factor determined from the actual and expected volumes.
• Weight tolerance—The allowed percentage variation from the Expected weight when actual weights are captured in the Data Entry application.
• Time taken—The estimated time required to perform the analysis, usable in Six Sigma-type calculations or to determine whether there is enough time to complete a procedure of tests before the results are required (script solution only). The time unit is user-definable.
• Available laboratories—The laboratories not assigned as analysis laboratories for the scheme.
• Assigned laboratories—The laboratories assigned as analysis laboratories for the scheme.

Quality control tab, only relevant where the scheme's Scheme type is ANA (Analytical):

• Blank placement:
  • Number blanks—The number of blank samples placed in each sample group of size Blank blocksize.
  • Blank blocksize—The number of unknown samples in the sample group, for blank sample placement.
  • Blank calculation—The method used to determine the number of blank samples placed in the last sample group, used where the last sample group contains fewer samples than the full Blank blocksize. Either:
    • ABS (Absolute)—The full number of blank samples are placed amongst the last group of samples.
    • PRO (Pro-rata)—A pro-rata number of blank samples are placed amongst the last group of samples.
  • Blank position(s)—The comma-delimited positions in which to place each blank sample within the sample group. A position must be specified for each Number blanks.
• QC standard placement:
  • Number qc standards—The number of QC standard samples placed in each sample group of size QC standard blocksize.
  • QC standard blocksize—The number of unknown samples in the sample group, for QC standard sample placement.
  • QC standard calculation—The method used to determine the number of QC standard samples placed in the last sample group, used where the last sample group contains fewer samples than the full QC standard blocksize. Either:
    • ABS (Absolute)—The full number of QC standard samples are placed amongst the last group of samples.
    • PRO (Pro-rata)—A pro-rata number of QC standard samples are placed amongst the last group of samples.
  • QC standard position(s)—The comma-delimited positions in which to place each QC standard sample within the sample group. A position must be specified for each Number qc standards.
  • QC standard weight—The assumed weight of standard used to create the QC standard sample.
  • QC standard volume—The assumed volume of digest used to create the QC standard sample.
• QC spike placement:
  • Number qc spikes—The number of QC spike samples placed in each sample group of size QC spike blocksize.
  • QC spike blocksize—The number of unknown samples in the sample group, for QC spike sample placement.
  • QC spike calculation—The method used to determine the number of QC spike samples placed in the last sample group, used where the last sample group contains fewer samples than the full QC spike blocksize. Either:
    • ABS (Absolute)—The full number of QC spike samples are placed amongst the last group of samples.
    • PRO (Pro-rata)—A pro-rata number of QC spike samples are placed amongst the last group of samples.
  • QC spike selection—The method used to select the original unknown samples for spiking. Either:
    • RND (Random)—Samples are randomly selected from the spike sample group.
    • BEG (Beginning)—Samples are selected from the beginning of the spike sample group.
    • END—Samples are selected from the end of the spike sample group.
  • QC spike position(s)—The comma-delimited positions in which to place each QC spike sample within the sample group. A position must be specified for each Number qc spikes. Either:
    • IMM (Immediate)—QC spike samples are placed immediately after the original sample.
    • END—QC spike samples are placed at the end of each sample group.
• Replicate placement:
  • Number replicates—The number of replicate samples placed in each sample group of size Replicate blocksize.
  • Replicate blocksize—The number of unknown samples in the sample group, for replicate sample placement.
  • Replicate calculation—The method used to determine the number of replicate samples placed in the last sample group, used where the last sample group contains fewer samples than the full Replicate blocksize. Either:
    • ABS (Absolute)—The full number of replicate samples are placed amongst the last group of samples.
    • PRO (Pro-rata)—A pro-rata number of replicate samples are placed amongst the last group of samples.
  • Replicate selection—The method used to select the original unknown samples for replication. Either:
    • RND (Random)—Samples are randomly selected from the replicate sample group.
    • BEG (Beginning)—Samples are selected from the beginning of the replicate sample group.
    • END—Samples are selected from the end of the replicate sample group.
  • Replicate position(s)—The comma-delimited positions in which to place each replicate sample within the sample group. A position must be specified for each Number replicates. Either:
    • IMM (Immediate)—Replicate samples are placed immediately after the original sample.
    • END—Replicate samples are placed at the end of each sample group.
• Number rereads—The number of reread samples for each sample.

Details tab, only relevant where the scheme's Scheme type is ANA (Analytical):

• Folder items—Child details for the scheme:
  • Current scheme (for analytes)
• List view—List of entities associated with the current selected node.