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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 DIY Form & Report Engine help.
Creating the Sample/Specimen Form
First, you need to create a Sample Tracking form for the sample and specimens. In Administration under LIMS / Samples → Sample Forms find or create the Sample Form and give it a descriptive name. Our form is called Bituminous Aggregate. Notice that a specimen called Bituminous Aggregate Specimen is automatically created as well.
Second, you need to associate your sample form with a Material and Specimen Size. The Material is what links Sample Forms and Test Forms together and defining the Specimen Size is a requirement when logging a Sample Form. This can be done by opening the Sample Form for editing (click on the name). With the Sample Form open, select Field Settings. From the Field Settings pop up, select the pencil icon to edit the Material (your sample form will default to "To Assign"). If you don't see the Material you would like to associate to your sample form, additional can be added in Administration by navigating to General > Material. Specimen Sizes can be added to your Sample Form by selecting the Add button. If you don't see the Specimen sizes you would like to associate to your sample form, you can add/associate more sizes to a material type in Administration by navigating to LIMS / Samples > Specimen Sizes.
At this point you have to decide what information you would like to gather in the field about your sample and/or specimens. If you add fields to the sample form, the user will be prompted for information once, about the sample. If you add fields to the specimen form, the user will be prompted for the information once for each specimen within the sample. Some sample types will only have one specimen but some will have multiple, so you will want to think about how you want these forms structured.
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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. . Select Add Test Form. We will call this test Standard Test Method for Sample Tracking - Sieve Analysis of Fine and Coarse Aggregates (ASTM C136(You may choose to name the test with your own common naming convention).
You must also associate this test form with the same Material associated with the Sample Form you created earlier. This is done by editing the properties of opening the form for editing and selecting Form Settings.
Finally, you must define your test form. Since the majority of the test is going to be done outside of MetaField, there is very little we need to do. You may add additional fields if you would like to, but minimally add a File Upload field. We will call ours "External Report".
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