Set up a Sampling Template

Security Note: You need the Allow analyte sample maintenance security right in the Quality user group security rights group for this activity.

Activity Steps

  1. Select the Quality panel in the Solution Explorer.
  2. Right-click the Sampling Templates node and select New » Sampling Template from the menu.

    The Sampling Template displays.

  3. Update the sampling template Name if required.
  4. Set the Type to Assaying or Sizing. Default and recommended setting: Assaying.
  5. Select the default Analyte Display for when the sampling template is used to configure transaction quality:
    • All Analytes—All analytes defined in the sampling template display.
    • Default Analytes—Only analytes where Display Analyte is checked for the analyte in the sampling template display.
    • Default Analytes And Analytes With Values—All analytes where Display Analyte is checked for the analyte in the sampling template and any other analytes for which a value has been entered display.
  6. Select the default Analyte Group method for when the sampling template is used to configure transaction quality:
    • None—The analytes display in the order in which they display in the sample template.
    • With Values—Analytes with values display first, followed by analytes without values.
    • Without Value—Analytes without values display first, followed by analytes with values.
  7. Add analytes or analyte groups as required:
    1. To add a single analyte definition, expand the Analyte Definitions node and drag an analyte definition into the Sample Analyte Templates field group.
    2. To add all the analytes from an analyte group, expand the Analyte Group node and drag an analyte group into the Sample Analyte Templates field group.
  8. For each analyte definition:
    1. Select the Result Type from the result types defined in the Result Type Editor.
    2. Update the Unit from the units defined in the Unit Conversion Editor that are in the same category as the analyte's default unit of measure specified in the Analyte Definition Editor.
    3. If Analyte Display is Default Analytes or Default Analytes And Analytes With Values, select whether to Display Analyte.

    Note: The Value Type is as defined for the analyte in the Analyte Definition Editor.

  9. Click Save.