Overview
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Assigning Analysts, Work Areas, and Instruments to SDIs |
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Overview |
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This topic centralizes functionality that allows Analysts, Work Areas, and Instruments to be assigned to SDIs.
Summary of Assignment Functionality |
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Manual Assignment |
Manual Assignment of Analysts and Work Areas can be performed using the "Assign Analyst" and "Assign Work Area" buttons on the relevant SDI List pages referenced below. Follow the links for details.
| SDI List Page | Assigns Analysts and Work Areas to: |
| Sample List | Samples (and thereby their Tests) |
| SDIWorkItem List | Tests (and thereby their Data Sets) |
| Data Set List | Data Sets |
Manual assignment of Instruments can be performed using the "Assign Instrument to Data Sets" button:
| SDI List Page | Assigns Instruments to: |
| SDIWorkItem List | Data Sets for the Tests |
Automatic Assignment |
Automatic Assignment of Analysts and Work Areas can be performed using the "Auto Assign Rule", "Work Area", and "Auto Assign Analyst" fields on the relevant SDI Maintenance pages referenced below.
| SDI Maintenance Page (Master Data) | Assigns Analysts and Work Areas to (Instance Data): |
| Test Method Maintenance | Tests and their Data Sets (can be overridden at the Parameter List level) |
| Parameter List Maintenance | Data Sets |
| Product Maintenance | Samples (and thereby their Tests) associated with the Master Data object |
Instruments in the "Equipment" detail of the Test Method Maintenance page are automatically associated with the Test.
The "Auto Assign Rule" in the Master Data objects in the table above provides the following functionality:
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| Auto Assign Rule | Functionality |
| Work Area | Assigns the instance data object to the specified Work Area. |
| Analyst | Assigns the instance data object to the specified Analyst. |
| NOTE: | The WAP module also performs automatic assignment. Although it is unlikely that both automatic assignment methods would be used, you can set up automatic assignment whether or not you have the WAP module. For more information, see Introduction to Work Assignment and Planning. |