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Several Integrated Sample Forms are available for use. They can be used "as is" or they can be customized to your business needs. Sample Forms are associated with a Material. Only one Material can be assigned to a Sample form. However, multiple Sample Forms can be assigned to the same materialMaterial.

Sample forms will have, at a minimum, the following (fixed) system fields on them:

FieldDescription
Sample Number
  • System-assigned unique number
Technician
  • Name of the technician gathering the sample
Sample Date
  • Date the sample was gathered
Lab Instructions
  • Grid to define the lab tests that should be performed
Specimens
  • Sub-form to add specimens to the overall sample
  • See the Specimen Forms section below
Info

The universal Form Designer is used to configure samples forms. Information on the Form Designer can be found here - Form Designer.

Specimen Forms

The Specimen Forms area is where configurable specimen forms are created and maintained. Specimen forms become sub-forms of the Sample form. When a Sample form is added in Administration, a related Specimen form is automatically created.

Specimen forms will have, at a minimum, the following (fixed) system fields on them:

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Info

The universal Form Designer is used to configure specimen forms. Information on the Form Designer can be found here - Form Designer.

Adding a New Form

To add a Form select theĀ Add FormĀ button. Enter the Form name, an optional description and choose save.

When the form is added, the system fields noted above will default into your Form. These fields are required by the system and you will not be able to remove them. You may change the field label that will be presented to your users.

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