Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The filter pane can be used to filter the underlying queue data by a variety of variables. Filter controls that appear are configured in the Administration module by your MetaField administrator. Filter sets can be saved for future use in the Select A Filter pick list. To provide more screen space, the filter pane can be collapsed using the arrow on the right side of the header bar.

Common Grid Icons

Image Added

IconDescription
Pencil
  • Edits the test information

Image Added

X
  • Deletes the record
i
  • Displays sample / specimen (field) data
Folder
  • Opens lab (test) documents related to a test

Image Added

Queues

To Receive

The To Receive queue shows all specimens that have been checked into the lab but have not been "received" into the lab workflow yet.

...

 

ButtonDescription
Enter Test Results
  • Opens the configured test form to enter test data / results
Add Test

See Add Test Above

Print Test List
  • Prints a report of the tests schedule for today
Add SpecimenSee Add Specimen Above
Tip

To view field (sample / specimen) data when entering test results, click the Show Sample / Specimen Data button at the bottom of the Enter Results screen. This will open another browser tab with the sample / specimen data data.

Tests In Progress

The Tests In Progress queue shows all tests that typically span multiple days. Tests appear in this queue when the Next Test Action Date is filled in and the Test Completed Date is not filled in. Test records will fall out of this queue and return to the To Test queue when the Next Test Action Date = system date (today) so the next phase of the test can be executed.

 

ButtonDescription
Edit Test Results
  • Opens the configured test form to edit test data / results
Add Test

See Add Test Above

Add SpecimenSee Add Specimen Above

 

To Review

The To Review queue shows all completed test that are awaiting lab review and approval.

ButtonDescription
Approve
  • Marks the test as "Approved" (Approve By, Date Approved)
  • Changes the status of the test (in QC) from Lab-Review to Analyzed
  • Project manager is alerted in their Dashboard queue
Add Test

See Add Test Above

Open In QC
  • Opens the test in QC so a report can be generated for the test
Tip

If lab technicians need to create reports (versus project managers), lab technicians should be granted rights to Quality Control - Sample Tracking.

Add Specimen

See Add Specimen Above

 

Done

The Done queue shows all tests that have been completed and approved in the lab. The queue will default to the most recent 30 days of tests, but can be broadened or narrowed if needed.

...