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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

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.

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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.

Assigning a Material to a Sample Form

A material must be assigned to a Sample Form in order for the system to pair the appropriate tests in the Lab Instructions section. To assign a Material, first open the sample form in Form Designer by selecting the link in the Name column.

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Once the sample form is opened, select Form Settings. The Sample Material value will default to "To Assign". Select the edit icon and update the value to the appropriate Material. The list of materials available to select is maintained in Administration within General > Material.

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