Certifications

Content

Introduction

By Analyst

By Parameter List

By Form

By Task

Instruments

Overriding Certifications

Introduction

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When Certifications are defined, a User must be "certified" to work with the relevant Parameter List (before entering data). Define Certifications if you are in a regulated industry where it is necessary to document the credentials of staff performing specific tests. LabVantage also documents the certifications of the trained analyst.

Additionally, Instruments that generate Sample data can be certified to indicate their condition.

Define Certifications using one of these operations on the Certifications and Resources tramline (depending on which suits your needs):

Certification	Certifies...
By Analyst	A single User for multiple Parameter Lists.
By ParamList	Multiple Users for a single Parameter List.
By Task	Multiple Users for a single Workflow Task.
By Form	Multiple Users for a single Form.
Instrument	Multiple Instruments to generate Sample data.

By Analyst

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Select the User, then click "Analyst Training":

In the resulting Maintenance page:

Parameter Lists

To...	Do this...
Certify the User for a Parameter List	Click "Add" and choose a Parameter List. The Certification Type is "Analyst Training". To certify for a specific Version and/or Variant, specify it in the "Version" and "Variant" columns. To certify for all Versions or Variants, blank out the appropriate column... it is then replaced by "(null)", indicating that the Certification is for all Versions or Variants.
Revoke a Certification	Change the Status to "Invalid".
Certify the User for a Controlled Substance (Witness)	Click "Add Control". The Certification Type "Control Substance" is added. You can add only one. Samples requiring a Witness to the transfer are defined as "Controlled Substances" (for example, adding a Sample with "Controlled Substance" set to "Yes"). A Witness must be a Custodian, and must be someone other than the Custodians relinquishing and accepting custody (the "FromCustodian" and "ToCustodian"). See Chain of Custody for additional information about using a Witness.
Indicate an Expiration Date	Choose the "Expiration" date. If desired, provide a "Grace Period" and corresponding units.

Forms

To...	Do this...
Certify the User for a Form	Click "Add" and choose a Form. The Certification Type is "Analyst Training". To certify for a specific Version and/or Variant, specify it in the "Version" and "Variant" columns. To certify for all Versions or Variants, blank out the appropriate column... it is then replaced by "(null)", indicating that the Certification is for all Versions or Variants.
Revoke a Certification	Change the Status to "Invalid".
Indicate an Expiration Date	Choose the "Expiration" date. If desired, provide a "Grace Period" and corresponding units.

Tasks

To...	Do this...
Certify the User for a Task	Click "Add" and choose a Task. The Certification Type is "Analyst Training". To certify for a specific Version and/or Variant, specify it in the "Version" and "Variant" columns. To certify for all Versions or Variants, blank out the appropriate column... it is then replaced by "(null)", indicating that the Certification is for all Versions or Variants.
Revoke a Certification	Change the Status to "Invalid".
Indicate an Expiration Date	Choose the "Expiration" date. If desired, provide a "Grace Period" and corresponding units.

By Parameter List

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Select the Parameter List, then click "Analyst Training":

In the resulting Maintenance page:

Field	Description
Analyst Training Required	"Yes" indicates that the User has in training.
Override Permitted	"Yes" indicates that the Certification can be overridden during Data Entry (see Overriding Certifications below).

Certified Users

To...	Do this...
Certify a User for the Parameter List	Click "Add" and choose a User. The Certification Type is "Analyst Training".
Revoke a Certification	Change the Status to "Invalid".
Indicate an Expiration Date	Choose the "Expiration" date. If desired, provide a "Grace Period" and corresponding units.

By Form

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Select the Form, then click "Maintain User Training":

In the resulting Maintenance page:

Field	Description
User Training Required?	"Yes" indicates that the User requires training.
Training Overrides Permitted	"Yes" indicates that the Certification can be overridden during Data Entry (see Overriding Certifications below).

Certified Users

To...	Do this...
Certify a User for the Form	Click "Add" and choose a User. The Certification Type is "Analyst Training".
Revoke a Certification	Change the Status to "Invalid".
Indicate an Expiration Date	Choose the "Expiration" date. If desired, provide a "Grace Period" and corresponding units.

By Task

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Select the Workflow Task, then click "Maintain Training":

In the resulting Maintenance page:

Field	Description
User Training Required?	"Yes" indicates that the User requires training.
Training Overrides Permitted	"Yes" indicates that the Certification can be overridden during Data Entry (see Overriding Certifications below).

Certified Users

To...	Do this...
Certify a User for the Workflow Task	Click "Add" and choose a User. The Certification Type is "Analyst Training".
Revoke a Certification	Change the Status to "Invalid".
Indicate an Expiration Date	Choose the "Expiration" date. If desired, provide a "Grace Period" and corresponding units.

Instruments

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For information regarding Instruments, Instrument Models, and Instrument Types, see Instrument Certification.

Overriding Certifications

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During Data entry, you can also override a Certification for a selected Data Set or Data Item. In Data Entry pages, use the page's Toolbar or shortcut menu.

In order to override Certifications, override must be permitted (as shown in By Parameter List, Instrument, or By Form above).