Create a Sample

This activity describes how to create a sample via the Sample Explorer. See Sample Management for a list of other screens where samples can be created.

Security Note: You need the Allow sample maintenance security right in the Samples security group for a domain assigned to the user group.

Activity Steps

1. Open the Sample Explorer.
2. Right-click in the table and select New from the menu.

   The Sample displays.

3. Complete the following fields as required.
   • Sample Name
   • Date
   • Process Flow—Select from the material flows defined on the Supply Chain panel of the Solution Explorer.
   • Sample Template—Select from the sample templates defined for the selected material flow.
   • Results Requested
   • Results Received
   • Comment
4. Select the Quality tab.

   Note: Sample results for an individual analyte cannot be edited if those results have been included in an assay exchange.

5. Update the Value for each analyte in the displayed Unit.

   Press Tab or Enter to move between cells when entering sample data. Use Ctrl+C and Ctrl+V to copy and paste data into the table. Data is pasted into cells from left to right for rows, and top to bottom for columns.

   You can Change the Default Analytes Displayed for Sample Data Entry.

6. If the Sample Analyte status definition exists, select the Status for each analyte.

   Note: You can only change the status if the status transition is allowed for your user group. Status link configuration may require that only different users can change consecutive statuses, or that the user who changes the status cannot be the user who last modified the sample analyte. To view the status history for the individual analyte, right-click the status and select Open Analyte Status History from the menu.

7. Click Save.

   Note: If the Sample status definition exists, the sample is assigned the initial status. This status definition controls whether the sample is editable and selectable. See Status Definitions.