Create Custom Lab Import Templates

This window allows users to customize and specify the format of a laboratory file so that the data can be read by the Lab Import module. The lab import file must be in CSV (comma-delimited) format, which allows users to specify the row and column for the different data sections

To create a custom lab import template:

  1. On the Home screen, select Maintain » Reference Tables » Laboratory Administration » Custom Lab Import Templates from the menu.

    The Custom Lab Import Template window displays.

  2. On the toolbar, click New.

    The Lab Import Template window displays.

  3. Enter the Name of the template.
  4. Enter a Description for the template.
  5. Select whether to display the Laboratory Specifications as By Picklist or By Location.
  6. Select whether to display the Package Specifications as By Picklist or By Location.
  7. Select whether to display the Date Shipped Location as Header or Results.
  8. Select whether to display the Date Received Location as Header or Results.
  9. Complete the following Location of Header Information:
    1. Select the Laboratory.
    2. Select the Lab Package.
    3. Enter the Row and Column locations for the header information for the following fields:
      • Lab Reference Number—Required
      • Sample Dispatch—Optional
      • Analysis Date—Optional
      • Element List—Required
      • Unit of Measure—Optional
      • Analytical Methods—Optional
      • Date Shipped—Optional
      • Date Received—Optional
  10. Enter the Row and Column locations for the header information for the following Location of Results:
    • Sample Numbers—Specify the location of the first sample number in the import file. The row specified here applies to each subsequent piece of information. Any sample results found above this row will not be imported; only sample results from this row onward are included.
    • Element Results—The first column location of the analytical results in the import file.
    • Sample Type Logic—Specify the column location of the sample type logic, which is only necessary if the Lab Package uses Sample Type Mapping.
    • Standard Validation Run 1 and Standard Validation Run 2—Specify the location of the columns defining the run numbers, which is only necessary if the file contains standards that use run validation.
    • The following fields only applicable when Sample Fractions are enabled:
      • Column for Calculated Global Sample: Weighted Average of Size Fractions—Specify the location of the weights of the Sample Fraction samples.
      • Size Fraction Name—Specify the location of the Screen Size Name for the size fraction sample, used to look up the actual sample number.
      • Density Fraction Name—Specify the location of the Relative Density Name for the density fraction sample, used to look up the actual sample number.
  11. To preview the template on the Lab File Preview, select and open a lab file.

  12. Drag and drop the field locations from the file to the template definition for easy entry of row/column positions.

  13. Click OK.