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| Area / Grid | Description |
|---|
| Filter Pane | - Appears at the top
- Used to filter the underlying sample / specimen / test data
- Filter fields configurable in Administration
| Button | Description |
|---|
| Add Sample | - Allows you to add a brand new sample for the project you are on
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| Samples Grid | - Listing of the samples logged for the project
- Clicking on the Sample record will display all of the specimens and tests associated with the sample
- Grid columns configurable in Administration
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| Specimens Grid | - Listing of the Specimens for the selected sample
- Clicking on the Specimen record will display all of the tests associated with the selected specimen
- Grid columns configurable in Administration
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| Tests Grid | - Listing of the tests for the selected Specimen
- Grid columns configurable in Administration
| Button | Description |
|---|
| Change Status | - Allows you to change the status from Analyzed of a test to Review or Complete (or back to Analyzed)
| | Preview Report | - Generates a preview of the report of the selected tests
| | Create Draft Report | - Creates a report of the selected tests and sends it to the Draft Reports workflow for further review
| | Finalize Report | - Generates a final report of the selected tests and sends it to the Delivery module
| Upload Attachment | |
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Editing Records
Records can be edited by clicking the pencil icon in the Sample, Specimen or Test grid. All icons open the same screen that will have all of the sample, specimen and test data for a given sample. The data is displayed in a hierarchy as shown in the screen shot below. If your test is based on a configured test form, the fields that are part of that test will be displayed according to how you have it configured.
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Clicking the Edit icon in the Sample grid will open the sample / specimen form. Clicking this icon in the Test grid will open the test form.
The Pick Up and Check In data related to specimens can be be modified using the arrow and check mark icons in the Specimen Specimens grid.
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Statuses
Specimen Status
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| Status | Description |
|---|
| Testable | - Specimen test is waiting for the test date
- Multi-day tests with a Next Test Action Date that are not complete yet (no Test Completed Date)
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| Lab Review | - Specimen test has been tested and is waiting for lab review of the data
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| Analyzed | - Specimen test has been approved in the lab and returned to the project manager for review
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| Complete | - Project manager has reviewed the specimen test results (and optionally test cost) and approved them (marked test record as "Complete"
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| Review | - Project manager has flagged the specimen test record to be reviewed in more detail
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Creating Reports
To create test reports, use the buttons above the Tests grid. If your test results are based on an uploaded PDF test report, the uploaded PDF file will become your test report. If your test results are based on a configured test form, the report design for that configured test will be used for your test report.
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