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For this example, we are going to set up a form for a Standard Test Method for Sieve Analysis of Fine and Coarse Aggregates (ASTM C136) but this could be used for any test. Note that this page assumes you are familiar with setting up custom tests, sample and specimen forms and reports. If you have questions on this, refer to Do-It-Yourself Forms help.

Creating the Sample/Specimen Form

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Make sure your forms are in the appropriate status for testing and eventually for use. In you need more information on building forms, refer to Do-It-Yourself Forms help. 

Creating the Test Form

After the sample and specimen forms are created, you must also create a test form. In Administration under LIMS / Samples → Test Forms find or create a group for this test to be in. For this example we will use the group "Bituminous Tests". Customers often find that putting the standard name in the form name is helpful. We will call this test Standard Test Method for Sieve Analysis of Fine and Coarse Aggregates (ASTM C136).

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The final step in the process is to define the report for your new Test Form. You may decide to include data from the Sample, the Specimen, or the Test. In this example we included all three. What is especially important to include is the External Report file upload field as this is where your test data will be displayed.

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Using the Sample Tracking Process

Now that the setup is complete, let's take a look at the user experience we have created. First, in field:

Your field user can select this new sample type the same way as a test form you have fully built in MetaField. There is no difference in the field between tests done manually in MetaField or externall. This means that field users can use the same chain of custody (pickup and checkin process) as all other samples.

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