Table of Contents |
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Purpose
The Sample Forms page is used set up forms used in the Sample Tracking process. Sample and Specimen forms are configurable and used in the field when gathering samples that will be tested in the lab.
MetaFeild DIY Library for Integrated Sample Forms
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 Material.
Sample forms will have, at a minimum, the following (fixed) system fields on them:
Field | Description |
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Sample Number |
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Technician |
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Sample Date |
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Lab Instructions |
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Specimens |
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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:
Field | Description |
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Specimen Number |
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Specimen Size |
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Picked Up By |
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Pickup Date |
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Pickup Time |
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Pickup Comment |
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Checked In By |
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Check In Date |
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Check In Time |
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Check In Comment |
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Lab |
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Received Date |
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Received Time |
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Received By |
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Tests |
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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.
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.
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.