Purpose
The Sampling Quality Control module is used to perform quality reviews of sample specimens that have been tested in the lab in addition to generating final reports.
Screen Layout & Functionality
The Quality Control module is divided into few different areas / grids.
| 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
- Square icon on the far right with the arrow in the upper right displays a pop up of the lab instructions associated with the sample
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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 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
- See QC - Finalize Reports (All Areas) for details on the report finalization process
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Editing Records
Records can be edited by clicking the pencil icon in the Sample or Test grid. 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 Specimens grid.
Statuses
Specimen Status
| Status | Description |
|---|
| Draft | - Sample record has been saved in the field, but is not complete yet
- Field validation is bypassed when saving as Draft
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| Logged | - Sample has been saved in the field, but not picked up yet
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| Picked Up | - Specimen has not been picked up (or checked in) yet
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| Checked In | - Specimen has been picked up and checked into the appropriate lab
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| Tests To Assign | - Specimen has been checked into the lab and is waiting to have tests assigned to it
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| Testable | - Specimens that have at least one Test that is not in the Complete status
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| Complete | - Specimens on the sample have all been tested
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| Uncollected | - Specimens on the sample that have been marked as Uncollected
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Test Status
| 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)
- Only Sample and Specimen data will populate on report preview
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| Lab Review | - Specimen test has been tested and is waiting for lab review of the data
- Only Sample and Specimen data will populate on report preview
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| Analyzed | - Specimen test has been approved in the lab and returned to the project manager for review
- Status will revert back to Analyzed (from Complete) if test results change on a test record
- Only Sample and Specimen data will populate on report preview
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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"
- User will be asked if they want to create a report when setting the status to Complete
- All data (Sample, Specimen and Lab Test data) will populate on report preview
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| Review | - Project manager has flagged the specimen test record to be reviewed in more detail
- Displays the lab results on the previewed report
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Deleting Samples & Specimens
Samples and Specimens can be deleted using the "X" control in the respective grid.