Content

Introduction

Advanced Pull Sample

Dispose

Shake
 
Move
Create Workorder
Pull Sample

 

Introduction

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Stability Tasks are initially defined at the System level, System Admin → Scheduling & Events → Stability Tasks. Values defined here are inherited by a Study Plan. As Plans are created values defined at the System level default to the Plan and can be changed. Values defined within the Plan then default to Conditions defined for a Study Plan, finally values defined for a Condition default to the Timepoint. Values can be changed at each level.

 

Advanced Pull Sample

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Advanced Pull Sample creates a pull of a specified quantity, creates Samples (current and deferred) for the pull, and can optionally create a Workorder (with the grace period) to provide instructions.

Unit Validation is performed throughout Stability. See Stability Unit Validation for details about Unit Validation and defining Unit Conversions.

Property Name Description
Pull Amounts Specifies quantities of the unit under Study to be pulled.
ValueDescription
QuantityInteger quantity to be pulled.
UnitsUnit of measure associated with the Quantity.

As you specify value above, it overrides the inventory calculation.

There are two ways of specifying value:

Raw UnitSpecify the raw units of material needed for inventory calculation.

Typically for Advanced Pull Sample, the raw unit is specified for each Test Method added. But, if you specify a pull amount here, this value overrides the total value given in the Test Method.

Example:

Say you specify the raw units to pull for the individual Test Methods while defining the Working Set of Test Methods.

Alkali Metals = 20ml

Assay = 10ml

Total = 30ml (20ml + 10ml)

Ideally during inventory calculation the raw pull amount of 30cc is considered.

Now, you also specify a pull amount value for the task.

Here, a pull amount of 50ml is specified.

Therefore during inventory calculation, this value (50ml) is considered instead of value (30ml) specified for Test Methods.

For details of inventory calculation, see Stability Inventory Calculation.

Whole ContainerSpecify the number of containers needed for inventory calculation.

Typically, based on the total raw unit specified for Test Methods in Advanced Pull Sample and the Container Type selection in Protocol/Study, the total number of container is derived during inventory calculation.

But, if you specify the number of containers in Pull Amount, this value overrides the value derived during inventory calculation.

Example:

Say you specify the raw units to pull for the individual Test Methods while defining the Working Set of Test Methods.

Alkali Metals = 20ml

Assay = 10ml

Total = 30ml (20ml + 10ml)

 

After specifying raw units, you also specify the container type in Protocol/Study.

The selected Container size is 100ml.

Therefore in the result of inventory calculation 1 container is needed for raw pull amount of 30ml.

Now, you also specify the number of containers for the task.

Specify 2 containers in the task.

Therefore now for the task 2 containers will be used instead of 1.

For details of inventory calculation, see Stability Inventory Calculation.

Create Samples Specifies details concerning Samples created in the database during the Pull.
ValueDescription
How ManyNumber of Samples to be created. Typically one Sample is created.
TemplateSample Template (if any) upon which the Sample is based. Typically you should choose a blank row if not based on a Sample Template.
Multiply Quantity by Sample Count If the number of Samples to be created ("How Many" above) is greater than 1, this determines if the Stability inventory calculations should multiply the Pull Quantity (Quantity per Repeat) by the number of Samples. For an example, see Stability Inventory Calculation → Calculate Required Quantity → Multiply Quantity by Sample Count.
Column ValuesCopies information from the s_sample table to the new Samples. There are three ways of using this:
1. For Column, choose the Sample column that holds the value from the s_sample table.

For Value From, choose the column from the s_sample table that will be copied into the Sample column.

The example below copies the Event Date from the s_sample table into the newdate column of the new Samples.

Property NameProperty Value

Column

newdate

Value From

Event Date
2.For Column, choose the Sample column that will hold the value from the s_sample table.

For Value, enter a variable enclosed in brackets.

For Value From, choose the column from the s_sample table that will be represented by the variable. The variable is then copied to the Sample column.

3.For Column, choose the Sample column that will hold the value from the s_sample table.

For Value, enter a string that will be copied into the Sample column.

Specs Specifications associated with the new Samples.
a.Click Add Item. This inserts a new tab.
b. Choose one or more Specifications from the lookup page. Choose specifications in two ways:
  1. Click "Select and Return" to add a specific version of a specification.
  2. Click "Current and Return". The system uses the version of the specification that is current at the time of the task execution.
Create Distinct Laboratory SamplesAllows the creation of separate samples based on the distinct laboratories defined in the Test Methods on the workitems applied to the Pull Task.

If No, one sample is created with multiple workitems for the associated laboratories.

If Yes, a sample is created for each laboratory as well as a Trackitem for each referencing the Workitem on each Sample.

For Example:
Test Methods and their Laboratories Assigned to the Pull TaskSamples CreatedTestsS_sample.Security Department

PH

ChemistryS00001PH, LOD, AssayChemistry
LODChemistry
AssayChemistry
AppearancePhysicalTestingS00002AppearancePhysical Testing
BiologicalMicroLabS00003BiologicalMicroLab
Precious MetalsNoneS00004Precious MetalsSince no laboratory was defined in this test the Security Department of the Study is populated here.
Defer Sample Creation? The Sample creation is delayed until the corresponding Workorder is completed (signifying that the Sample is actually pulled).

Once the sample is actually pulled in laboratory, then the Sample ID is created in the application.

The concept of deferred creation of Sample is desired for two reasons:

  1. If the Sample is never pulled, there is no need to ever create the Sample in the application.
  2. Defer Sample creation as long as possible to identify and confirm which tests are required on this particular Sample.
Individual Samples per ReUse Container Testing RepeatWhen the Repeat Count is greater than 1, and ReUse Container is checked (Adding Working Set of Test Methods), create a Separate Sample for each Container pull. The default is Yes.
Create Unique Sample per ContainerWhether or not LabVantage must create a new sample for every unique Container Group. This unique Sample must reference the single Trackitem, and only the Workitems associated with that Container.
ValueDescription
YesA unique Sample is created for each unique Container Group. This unique sample must contain the single Trackitem, and only the Workitems for that Container Group.
NoOne Sample is created for all repeat testing, associating multiple trackitems, created for each pull, with that Sample.
Create Workorder If you want to create a Workorder when the Advanced Pull Sample Task executes, this specifies the Workorder details.
ValueDescription
Create?Yes creates a Workorder.
InstructionsText displayed on the Plan. These will be the instructions to the person doing the work during the Study.
Assign ToUser to whom the Workorder is addressed.
Assign To Department

Assign a specific Department's Security to the Workorder. Using the dropdown choose the Department whose Security you would like to assign to the Workorder.

Use Assigned Department as Security DepartmentThis determines how the workorder's security department will be set when the Workorder supports Departmental Security. Displays when "Assign to Department" is Yes.

If Yes, the Assigned Department's Security is assigned to the Workorder.

If No, the Study's Security Department is assigned. No is the default.

Grace PeriodAdd a grace period to a Workorder (for Sample pull). Grace periods associated with a workoder signifies that the Workorder, which needs to be completed on a specific date/time, now has some extra day/time added to it for completion.
ValueDescription
Default Grace PeriodDefine a single grace period for the Sample pull regardless of the time span between condition Start Date and the actual pull date of the Sample.

Duration of the timepoint refers to the time span from the start date of a condition until the actual pull date of the Sample. The value specified for the default grace period applies to all timepoints, all Advanced Pull Sample Workorders.

This rule applies when there is no timepoint based grace period defined.

ValueDescription
Early Grace PeriodInteger value of the grace period. Combined with the Unit determines the amount of time the Workorder can be completed early.
Late Grace PeriodInteger value of the grace period. Combined with the Unit determines the amount of time the Workorder can be completed late.
Grace Period UnitUnit of measure associated with the period.
Timepoint Based Grace PeriodSpecified grace periods for individual timepoints with regard to the timepoint duration.

This means, grace period is based on the time span of the start date of a condition until the actual pull date.
Value of the grace period applies to individual timepoints, individual Sample Workorders. Thus you have the option to specify more than one grace period (say, for each of the timepoints).

ValueDescription
Completion BeforeDefine the timepoint duration.
UnitUnit, such as hours, days or months.
From WhenShould the time span begin at the condition Start date or the end of the last grace period.
Start Date

The "Completion Before" duration starts from the condition start date and includes the end time point.

Note: When blank defaults to Last Grace Period.

Last Grace Period SpanThe "Completion Before" duration starts from the end of "Last Grace Period Span" and does not include the end time point.
Early Grace PeriodThe duration a sample may be pulled early. If left blank the Early grace period defaults to the value defined in Late Grace Period.
Late Grace PeriodThe duration a sample may be pulled late. If left blank the Late grace period defaults to the value defined in Early Grace Period.
Grace Period UnitUnit of measure associated with the period.

For example:

Say the condition start date is 1st January.

Completion Before3
Unitmonth
Early Grace Period3
Late Grace Period10
Grace Period Unitday

The timepoint duration is 3 months, the Early Grace period is 3 days and the Late Grace Period is 10 days.

The pull Sample task in the Workorder is due on (January 1st + 3 months) = April 1st. It is calculated by start date and the interval time duration.

Based on the Early and Late Grace periods, the pull Sample task in the Workorder can be completed 3 days early and up to 10 days late from the due date (from 28th March to 10th April).

Completion Before6
Unitmonth
Early Grace Period7
Late Grace Period10
Grace Period Unitday

The timepoint duration is 6 months, the Early Grace period is 7 days and the Late Grace Period is 10 days.

The pull Sample task in the Workorder is due on (January 1st + 6 months) = July 1st. It is calculated by start date and the interval time duration.

Based on the Early and Late Grace periods, the pull Sample task in the Workorder can be completed 7 days early and up to 10 days late from the due date (from 23rd June to 10th July).

If "From When" is "Start Date" the end time point is included in the span. In other words if the condition Start Date is January 1st and the timepoint duration is 3 months the end time point of April 1st is included. If an event occurs on April 1st the 3 month duration grace period is used, 3 days early 10 days late.

If "From When" is "blank" or "Last Grace Period Span" the end time point (April 1st) is not included, for an event occurring on April 1st the 6 month timepoint duration grace period is used, 7 days early 10 days late.

Grace Period Comparison

IncidentIf the grace period is violated, then incident is recorded. Incident gets recorded for Workorder, Sample and Study. Incidents are handled by the Lab Investigations module.
ValueDescription
Record IncidentIncident to get recorded in the system.
Incident TemplateUse of a selected template for the incident recording.

 

Dispose

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Dispose issues disposal instructions to personnel.

Property Name Description
Instructions Text displayed on the Plan. These will be the instructions to the person doing the work during the Study.
Assign To User to whom the instructions are addressed.
Priority Choose the Priority based on requirements.
Column Values Lets you write column values into the Workorder table:
a.Click "Add Item".
b.
For the Column, click the ellipsis. This opens a window showing all columns in the Workorder table. Choose the column into which you want to write the new value.
c. For the Value, enter the value you want to write into the Workorder column.
Grace Period For a detailed explanation please refer to the Grace Period of Advanced Pull Sample. The concept is similar.

 

Shake

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Shake notifies personnel to shake the unit under study.

Property Name Description
Instructions Text displayed on the Plan. These will be the instructions to the person doing the work during the Study.
Assign To User to whom the instructions are addressed.
Priority Choose the Priority based on requirements.
Column Values Lets you write column values into the Workorder table:
a.Click "Add Item".
b.
For the Column, click the ellipsis. This opens a window showing all columns in the Workorder table. Choose the column into which you want to write the new value.
c. For the Value, enter the value you want to write into the Workorder column.
Grace Period For a detailed explanation please refer to the Grace Period of Advanced Pull Sample. The concept is similar.

 

Move

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Move notifies personnel to move the unit under study from one Environment to another.

Property Name Description
Target Environment Environment to which the unit under study is to be moved.
Instructions Text displayed on the Plan. These will be the instructions to the person doing the work during the Study.
Assign To User to whom the instructions are addressed.
Priority Choose the Priority based on requirements.
Columnvalues Lets you write column values into the Workorder table:
a.Click "Add Item".
b.
For the Column, click the ellipsis. This opens a window showing all columns in the Workorder table. Choose the column into which you want to write the new value.
c. For the Value, enter the value you want to write into the Workorder column.
Grace Period For a detailed explanation please refer to the Grace Period of Advanced Pull Sample. The concept is similar.

 

Create Workorder

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Create Workorder issues any generic instructions to personnel. This is not related to the Add Workorder feature.

Property Name Description
Type Kind of Workorder this will be. The word you use here should describe the instruction, such as Pull or Move.
Instructions Text displayed on the Plan. These will be the instructions to the person doing the work during the Study.
Assign To User to whom the Workorder is addressed.
Priority Choose the Priority based on requirements.
Columnvalues Lets you write column values into the Workorder table:
a.Click "Add Item".
b.
For the Column, click the ellipsis. This opens a window showing all columns in the Workorder table. Choose the column into which you want to write the new value.
c. For the Value, enter the value you want to write into the Workorder column.
Grace Period Add grace period to Workorder (for Sample pull). Grace period associated with Workorder signifies that Workorder, which needs to be completed on a specific date/time, now has some extra day/time added to it for completion.
ValueDescription
Default Grace PeriodSpecified grace period without regard to the duration of the timepoint.

Duration of the timepoint refers to the time span from the start date of a condition till the actual pull date of the Sample. The value specified for the default grace period applies to all timepoints.

This rule applies when there is no timepoint based grace period defined.

ValueDescription
Grace PeriodInteger value of the grace period.
Grace Period UnitUnit of measure associated with the period.
Timepoint Based Grace PeriodSpecified grace periods for individual timepoints with regard to the timepoint duration.

This means, grace period is based on the time span of the start date of a condition till the actual pull date.

Value of the grace period applies to individual timepoints, individual Sample Workorders. Thus you have the option to specify more than one grace period (say, for each of the timepoint).

ValueDescription
Completion BeforeDefinition of the timepoint duration. Time range from the start date of the condition till the actual pull date.
UnitUnit of measure associated with the period.
From WhenChoose whether to make all Grace Period starting times the same as the condition start date or start at the end of the previous Grace Period span.

Start DateFrom the condition start date (span includes the end time point).
Last Grace PeriodAt the end of the last or previous Grace Period (span does not include end time point).
Early Grace PeriodThe duration a sample may be pulled early. If left blank each, Early or Late, will default to the other.
Late Grace PeriodThe duration a sample may be pulled late. If left blank each, Early or Late, will default to the other.
Grace Period UnitUnit of measure associated with the period.

Click here to view an example of grace period.

IncidentIf the grace period is violated, then incident is recorded. Incident gets recorded for Workorder, Sample and Study.
ValueDescription
Record IncidentIncident to get recorded in the system.
Incident TemplateUse of a selected template for the incident recording.

 

Pull Sample

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Pull Sample was deprecated in LabVantage R4.6 (July 13, 2007) and exists only to maintain backward-compatibility. Use Advanced Pull Sample to create Sample pulls.