Content

Overview

Data Entry Views

Overview

Fast Grid

Grid with Params by Samples

Grid Samples by Params

Grid List

Grid with Params by Samples with Specs

Grid Samples by Params with Specs

Grid Samples by Params with Uncertainty

Data Entry Query Options

Editing Features

Grid Cell Selection

Default Values

Toolbar

Context Menu

Editors

Live Feedback

Column and Row Removal

 

Detail Panel

Purpose

Sample

Data Set

Data Item

Limits

Audit

SOP

Data Trending

Page Toolbar Operations

Miscellaneous Data Entry Features

Data Item Display Rules

Using Non-Numeric Tags

Handling Absurd Limits

Returning Text Based on a Value

 

Overview

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Data Entry pages let Users manually enter and modify existing data. Be advised that the processes of entering data and modifiying existing data are dependent upon the configuration of these areas of LabVantage functionality and the business rules established by those configurations:

Level of Functionality Relevant Topics
Parameter List
(Data Set/Data Item/Replicate)
Concepts of Parameter Lists   Parameters
Concepts of Parameter Limits   Units
Parameter Lists   Approval Types
Limit Types   Approve Tests
Limit Rules      
Specification
Concepts of Specifications   Limit Types
Specifications   Products (applies primarily to Specifications)
Transformations and Calculations
Concepts of Transformations and Calculations
Test Method
Adding and Maintaining Tests
Manage Data Sets, Manage Tests, and Manage Worksheets
Test Methods
Assignment and Certification
Manage Data Sets, Manage Tests, and Manage Worksheets
Certifications
Policies
Data Entry Policy
Param List Policy
Data Entry Page
(preconfigured OOB)
Data Entry Toolbar (primarily affects Release/UnRelease, Assignment, and Certification)
Page Types and Elements
See Data Entry Views → Overview.

Data Entry pages can also report data sent from instruments (see Simple Instruments).

 

Data Entry Views

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Overview

 

This section describes preconfigured (OOB) Data Entry pages available with LabVantage. These pages are based on the DataEntryGridDetail Page Type, which serves as a container for the gwtdataentrygrid Element. Data Entry pages are used as the inside page for pages based on the DataEntry Page Type and DataEntryByQuery Page Type. For brevity, these abbreviations apply:

Abbreviation Meaning Column in SDIDataItem
PL Parameter List ParamListId
PLV Parameter List Version ParamListVersionId
Var Parameter List Variant VariantId
DS Data Set Number DataSet
P Parameter ParamId
PT Parameter Type ParamType
R Replicate ReplicateId
NOTE:   Data Sets that are unavailable for Data Entry as a result of the application of Test Method Rules are hidden in Data Entry pages.

Fast Grid

 
Description

Sample

DS

PL;PLV;Var  
P;PT;R  
S-001 1 200 ← Entered Data
Each Sample is listed in the left-most column with its corresponding Data Sets.
Parameters are displayed horizontally.
Example
Location
Samples → Manage → Data Entry

Grid with Params by Samples

 
Description
PL;PLV;Var DS P;PT;R Sample  
HighYield;1;1 1 Pu-239;Std;1 239 ← Entered Data
Each Parameter List is listed in the left-most column with its corresponding Data Sets and Parameters.
Samples are displayed horizontally.
Example
Location
Samples → Manage → Data Entry

Grid Samples by Params

 
Description

Sample

DS

PL;PLV;Var  
P;PT;R  
S-001 1 1009 ← Entered Data
Each Sample is listed in the left-most column with its corresponding Data Sets.
Parameters are displayed horizontally.

Same as Fast Grid.

Example
Location
Samples → Manage → Data Entry

Grid List

 
Description

Sample

PL;PLV;Var

DS

P

PT  
R  
S-001 HighYield;1;1 1 Pu-239;Std;1 2719 ← Entered Data
Each Sample is listed in the left-most column with its corresponding Parameter Lists, Data Sets, and Parameters.
Parameter Types and Replicates are displayed horizontally.
Example

Samples are listed in the left frame. Clicking a Sample loads a Data Entry page in the right frame for that Sample.

Location
Samples → Manage → Data Entry

Grid with Params by Samples with Specs

 
Description
PL;PLV;Var DS P;PT;R Spec Limit Sample  
HighYield;1;1 1 Pu-239;Std;1 Greater Than 20 20 ← Entered Data
Each Parameter List is listed in the left-most column with its corresponding Data Sets, Parameters, and Spec Limits.
Samples are displayed horizontally.
The "Spec Limit" is the Specification Limit (actual numerical range) defined for the "In Spec" Condition.
Example
Location
Samples → Manage → Data Entry

Grid Samples by Params with Specs

 
Description

Sample

 

DS

 
PL;PLV;Var  
P;PT;R  
Spec Limit  
S-001 1 1009 ← Entered Data
Each Sample is listed in the left-most column with its corresponding Data Sets.
Parameters are displayed horizontally.
The "Spec Limit" is the Specification Limit (actual numerical range) defined for the "In Spec" Condition.
Example
Location
Samples → Manage → Data Entry

Grid Samples by Params with Uncertainty

 
Description

Sample

DS

PL;PLV;Var  
P;PT;R  
S-001 1 300   +60.00
-30.00
← Entered Data
Each Sample is listed in the left-most column with its corresponding Data Sets.
Parameters are displayed horizontally.
The Uncertainty calculation is displayed to the right of the entered data.
Example
Location
Samples → Manage → Data Entry

 

Data Entry Query Options

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These additional options are provided to perform Data Entry on specific subsets of Samples:

Query Option Location Description
Prep By Sample LIMS → Tests → Prep By Sample Allows Data Entry to be conducted on Data Sets of type "Preparation" (see Data Entry for Preparation and Procedural Data Sets).
Data Entry By Sample LIMS → Tests → Data Entry By Sample Use the Search Bar to query Samples for Data Entry. Select the Samples, then click "Data Entry".
Data Entry By Assignment LIMS → Tests → Data Entry By Assignment Select a Query to return Samples associated with Parameter Lists assigned to the current User, then click "Data Entry". To assign Users to Parameter Lists, see Manage Data Sets, Manage Tests, and Manage Worksheets.
Data Entry By Test LIMS → Tests → Data Entry By Test Select a Query to return Samples associated with a specified Parameter List, then click "Data Entry".

 

Editing Features

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Grid Cell Selection

 
To select...  
A block of cells Click and drag from the first cell to the last cell. Alternatively, you can click the first cell, then Shift-click the last cell.
NOTE: To expand or reduce a selected block of cells, use the Shift-Arrow keys to expand or reduce the block in the direction of the arrows.
Single cells Ctrl-click each cell.
A column (or row) Click the column (or row) header.
Multiple non-contiguous
columns (or rows)
Click the first column (or row), then Ctrl-click each additional column (or row).
Multiple contiguous
columns (or rows)
Click the first column (or row) header, then Shift-click the last column (or row) header.
All cells Use "Select" in the Toolbar.

Default Values

 

If the Parameter List Data detail specifies Default Values for any Parameters (and no value has been manually entered into the cell), the Default Values are displayed in a light gray font (below left).

You can:

Change a Default Value by editing the value in the cell (above right).
Accept Default Values for selected Data Items by using the "Accept Default(s)" Toolbar button (see Toolbar below).
Accept all Default Values using the "Accept All Defaults" Toolbar button (see Toolbar below).

When accepting default values, the same data entry rules and live feedback is used as when manually entering data.

Toolbar

 

In general, the OOB toolbar configuration appears as shown below. Some items may appear in a different order, depending on your configuration.

Cells always show the "Display Value". Some of the Toolbar functions operate on the "Entered Value" and "Transform Value" (see How Transformations and Calculations are Processed).

  Function Description
1 Data Item Count Shows the number of Data Items currently rendered.
2. Cut Cuts the Entered Value to the Clipboard.
3. Copy Copies the Entered Value to the Clipboard.
4. Copy Display Copies the Transform Value to the Clipboard.
5. Paste Pastes the Clipboard contents to the cell that has focus.
NOTE:  In the Chrome browser, Chrome’s security restriction prevents access to the User's clipboard. When pasting, use Ctrl-V intially or after seeing an error message.
6. Fill Down Copies the Entered Value downward to other cells. Select the first cell (or range of cells) with the values to be copied, drag or Shift-Click downward to the last cell to be filled in, then click the icon.
7. Fill Across Copies the Entered Value across to other cells. Select the first cell (or range of cells) with the values to be copied, drag or Shift-Click to the right until you reach the last cell to be filled in, then click the icon.
8. Release Releases the selected Data Items:
"Release" implies that correct data have been entered for a Data Item.
After you "Release" all mandatory Data Items, the Data Set is ready for Approval.
Released data are not editable and displayed in italic font.
"UnRelease" (below) simply reverses the "Release" operation.
9. UnRelease UnReleases the selected Data Items.
10. Override Certification If the current User has not been certified to work with the current Parameter List and is not assigned to the current Parameter List, the cell is not editable. In this case, if the Parameter List allows overriding the certification, this makes the cell editable.
To certify a User to work with a Parameter List, see Certifications.
To assign a User to a Parameter List, see Manage Data Sets, Manage Tests, and Manage Worksheets.
To allow overriding certifications for a Parameter List, see Parameter Lists (use the Analyst Training Required and Analyst Training Override settings).
11. Show Instrument Popup Opens the Simple Instrument interface (see Parameter List Configuration and Data Entry in Simple Instruments).

The Instrument popup in the Data Entry page supports scanning in an InstrumentId. The InstrumentId field is a dropdown list. When the popup opens, focus defaults to the InstrumentId field, thus allowing entry or scanning in an InstrumentId. On enter, the InstrumentId is validated against the list of valid Instruments for the Data Item. If valid, the behavior is the same as if choosing a valid instrument from the dropdown list. If the InstrumentId is not valid, an error message is displayed.

12. Show/Hide Detail Panel Shows/hides the Detail Panel. Shortcuts are Ctrl-Tab (show/hide), Ctrl-Arrow (move across tabs).
13. Show/Hide Notes Shows/hides the Notes panel. Note that clicking the "Add Notes" icon in the Notes panel lets you choose the SDC to which the Note is added. The Note will then be accessible in the Detail Panel for the SDC.
14. Filter Options Filters displayed Data Items by Parameter List, Parameter List Variant, Parameter, and/or Parameter Type. What you check here is what will be displayed. Filtering is done using a combination of ParamId and ParamType (for Parameters) and ParamListId and VariantId (for Parameter Lists).

NOTE: Filtering using a combination of ParamId and ParamType (for Parameters) and ParamListId and VariantId (for Parameter Lists) is available in LabVantage 8.4.1 and higher LabVantage 8.4.x Maintenance Releases.
15. Refresh Reloads the page. You are warned that unsaved changes will be lost.
16.

17.

Report Selected

Do Not Report Selected

Includes or omits the selected result in the Report which, by default, is the OOB "Analytical Report" (see Reports and Execute Reports → Execute Reports → OOB Reports).

For example, assume Data Entry on a Sample with a Data Set consisting of two Parameters Ag and Au. In the Parameter List Maintenance page, "Report" is checked for both Parameters to establish default behavior (see the NOTE below). The Report icon is rendered in both Data Entry cells and both Parameters are reported.

Clicking the "Do Not Report Selected" Toolbar button for Au removes the icon next to the Au cell and removes Au from the Report.

NOTE: The "Report" checkbox for each Parameter in the Parameter List Maintenance page establishes default behavior (see Parameter Lists → Description → Data Entry Mode). If a Parameter has "Report" checked, the Data Entry page opens with "Report Selected" for that Parameter. If a Parameter has "Report" unchecked, the Data Entry page opens with "Do Not Report Selected" for that Parameter. Regardless of the default when the Data Entry page opens, you can use the Toolbar buttons to choose which Parameters you want to be visible in the Report. In other words, both the Parameter List and the Data Entry page can set the SDIDataitem.ReportFlag column.
18. Mark Outlier Marks the select Data Items as "Outliers". "Outliers" are ignored in Calculations. For example, avg( [Zinc;Standard;*] ) averages all Replicates that are not marked as Outliers.

When marking a Data Item as an Outlier, an error is thrown if no match is found for a token in the Calculation. This is because "Mark Outlier" works for calculated tokens that match to multiple Parameters. For example, [P1;Standard;*] returns all Replicates of P1 Standard. Excluding one Replicate is not a problem. However, excluding all Replicates results in an error.

19. Clear Outlier Reverses the "Mark Outlier" function (above). Data Items that are not Outliers are used in Calculations.
20. Calc Report Opens a Calculation Report.
21. Accept Default(s) Accepts selected Default Values (equivalent to manually entering the values).
22. Accept All Defaults Accepts all Default Values (equivalent to manually entering the values). You can use the Select function (below) to select all Default Values.
23. Export to Excel When clicked, you are prompted to choose whether you want to export "Entered Texts" (values from SDIDataItem.EnteredText) or "Display Values" (values from SDIDataItem.DisplayValue). Clicking "Export Now" begins the export to Microsoft Excel.

24. Legend and Keyboard Map Shows a legend explaining graphical representations of the Data Items.
25. Select
Provides options to select all Data Items, only Released/Unreleased, or All Default Values. The gwtdataentrygrid Element allows this to be configured to show cells sharing a common attribute (see the Select Match Attribute and Select Match Value properties).
26. Show This is configured using the Toolbars → Operation → Named Filter option in the gwtdataentrygrid Element, which lets you create predefined Data Item filters that can be applied such as in the example below, where only pH Tests are shown, or All Tests are shown. For example configuration values, see Toolbars → Operation → Named Filter option in the gwtdataentrygrid Element.

Context Menu

 
Right-clicking a selection opens a Context Menu. This provides a subset of the functionality provided by the Toolbar described in the previous section.

Editors

 

Numeric cells feature a Units helper, while other Data Types contain Editor Icons that render only on mouseover (or onclick) of an editable cell.

Ctrl-Space on the focused cell also opens the helper and editors.

Data Type Editor
Numeric Units Helper (click Ctrl-Space). Clicking a Unit appends the Unit to the Entered Value.

Date
(D-type)
Clicking the icon (or Ctrl-Space) opens a Calendar.

Lookup
(S-type)
Clicking the icon (or Ctrl-Space) opens a Lookup page.

Reference Type
(V- and R- type)
Clicking the icon (or Ctrl-Space) opens a dropdowncombo (accepts text entry and allows selection of Reference Values).

Live Feedback

 

Onload, the first cell that can accept data gets focus. Prior to saving, the Data Entry Policy defines the kind of feedback provided as you enter data.

With specific regard to validation of dates and numbers, validation of LabVantage Date (D) Data Type and LabVantage Number (N) Data Type is handled by live feedback or when results are saved. Numeric parsing is done with strict adherence to the grouping separator position, i.e., it must in the correct position. For example, 1,22.45 or 22,45 will generate an "Invalid Number" error, while 1,234.56 is accepted as a valid number.

Column and Row Removal

 

This is configured using the "Allow Column Delete" and "Allow Row Delete" properties in the gwtdataentrygrid Element, which allows a User to delete (and restore) a column in the Data Entry grid. Clicking a column (or row) header displays a delete icon (x). Clicking the icon deletes the column (or row) from the grid. Clicking "Refresh" will re-render all deleted columns.

 

Detail Panel

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Purpose

 

The Detail Panel shows information concerning data in the selected cell.

Sample

 

Identifies the current Sample (such as S-090711-00006). All fields are readonly.

Field Description
Id Identifier of the Sample.
Status Sample Status.
Description Sample Description.
Product Product associated with the Sample.
Prod Description Product Description.
Notes Notes associated with the Sample.
Attributes Attributes associated with the Sample.
Opens the Notes panel and lets you add Notes for the Sample.
Highlights Notes (in the Notes panel) that exist for the Sample.

Data Set

 

Identifies the current Sample and Data Set (such as S-090711-00006 PLT001(ver 1,var 1,#1)). All fields are readonly except as indicated.

NOTE:   The "Condition" field is hidden in LabVantage 8.4.1 and higher LabVantage 8.4.x Maintenance Releases.
Field Description
Test Method(workitem) Identifier of the Test Method (actually the Workitem Id).
Instance Instance of the Test Method (see Concepts of Data Entry).
Status Status of the Test Method.
Instrument Lookup for choosing an Instrument.
Certification Overridden Indicates whether or not Anaylst Certification has been overridden. See Certifications.
Notes Editable "Notes" field.
Retested? See Manage Data Sets, Manage Tests, and Manage Worksheets → Manage Data Sets → Retest and Remeasure.
Remeasured? See Manage Data Sets, Manage Tests, and Manage Worksheets → Manage Data Sets → Retest and Remeasure.
From Instance See Manage Data Sets, Manage Tests, and Manage Worksheets → Manage Data Sets → Retest and Remeasure.
AQCBatch QC Batch associated with the Sample.
Stability Container Container asosciated with the Sample.
Stability Timepoint Stability Timepoint associated with the Sample.
Accredited

Date

Organization

Indicates that the Parameter List is "Accredited" by the "Organization" (accreditation body), effective on the "Date". For details concerning the behavior of the "Accredited" checkbox, see Parameter Lists → Accreditation.
Attributes Attributes associated with the Data Set. Calculations are not updated when you modify a Data Set Attribute during Data Entry. You must use the RedoCalculation Action to re-evaluate the expression.
Attachments Provides a facility for adding Attachments.
Worksheet If a Worksheet has been created for this SDIData, this renders a link to the Worksheet and locks the SDIData records as shown below (see About Binding and Locking in eForm Worksheet Principles).

Opens the Notes panel and lets you add Notes for the Data Set.
Highlights Notes (in the notes panel) that exist for the Data Set.

Data Item

 

Identifies the current Sample and Parameter (such as S-090711-00006 PLT001(ver 1,var 1,#1) U-235(Standard rep#1)). All fields are readonly except as indicated.

Field Description
Parameter Description Description of the Parameter.
Released Indicates whether or not the Data Item has been Released.
Entered Text Entered data value (see How Transformations and Calculations are Processed).
Condition These are Reference Values defined by the Data Item Condition Reference Type. For example, if you define Reference Values of "Good" and "Bad" for the Data Item Condition Reference Type, this shows a dropdown containing these values. Selecting one specifies the Condition of the Data Item. This Condition appears in the Limits tab.
Notes This is an editable text field.
Outlier? Identifies an Outlier.
Analyst User who entered the data.
Certification Overridden Whether or not Anaylst Certification has been overridden.
Attachments Provides a facility for adding Attachments.
Opens the Notes panel and lets you add Notes for the Data Item.
Highlights Notes (in the Notes panel) that exist for the Data Item.

Limits

 

For the current Data Item, this shows results of checks against Specification Limits and Parameter Limits.

Multiple Specifications are reported according to options in the Data Entry Policy. See Specifications for descriptions of all options.

1. OOS Generating flag, Spec Usage, and Customer or Regulatory Agency (if applicable depending on Spec Usage), Display Value, Checked Value, and Data Item Condition.
2. Spec Condition for each Spec Limit Type.
3. Results of Spec Limit Checking.
4. Parameter Limit definitions.

Audit

 

Shows the Audit details for each Data Item (based on AuditView Page Type containing an auditdetails Element):

SOP

 

This is an Attachment that is passed to the page through the URL, e.g.,

rc?command=ViewAttachment&sdcid=ParamList&keyid1=[paramlistid]&keyid2=[paramlistversionid]&keyid3=[variantid]&attachmentnum=1

It is defined by the Details property of the gwtdataentrygrid Element.

Data Trending

 

See Data Trending.

 

Page Toolbar Operations

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These operations are available at the page level: 

Button Description
Save Saves the entered value. See:
Adding and Maintaining Tests → Data Entry Structure
Concepts of Transformations and Calculations → Overview
Save & Release Saves and Releases entered values in a single operation. See:
Adding and Maintaining Tests → Data Set and Test Status Transitions and Release, Review, and Approval
Approve Tests
Data Entry  
Choose Consumable See:
Consumable Types → Associating Consumable Types with Test Methods
Consumable Lots → Using Consumables During Data Entry
Consumable Example → Use a Consumable in Data Entry
Choose Instrument See Simple Instruments → Associating Instruments with Test Methods.

Testing Labs are considered when showing available Instruments:

If a Data Set is not associated with a Testing Lab (SDIData.TestingDepartmentId is empty), no filtering of Instruments is done (all are shown). If the Data Set is associated with a Testing Lab (SDIData.TestingDepartmentId is populated), the only Instruments shown are those with no Testing Lab (Instrument.TestingDepartmentId is empty) or with a Testing Lab that matches the Data Set's Testing Lab (SDIData.TestingDepartmentId).
If a Test is associated with a Testing Lab (SDIWorkItem.TestingLab is populated), only Instruments associated with that Testing Lab will be available. If the Test is not associated with a Testing Lab (SDIWorkItem.TestingLab is not populated), all Instruments are available depending on whether you choose "Certified Instruments" or "All Instruments.

See Departments for information concerning Testing Labs and the Departmental hierarchy.

Calculation Report Generates a Calculation Report. Selecting a calculated field in a Data Entry page, then clicking the Calculation Report button, generates a Calculation Report, e.g.,

The report shows:

The Calculation expression.
Details of the Data Item being calculated.
The calculation result.
Errors occurring at the expression level.

For variable references, the report shows which Data Items were matched, and what their values were. It also shows variable-level errors (such as unmatched variables).

The Print Report link sends a "printer fiendly" report to the printer.

Calculation Reports drive from values stored in the database, not from unsaved values in the page. Therefore, ensure that the page has been saved before viewing the report.

Other Tasks  
Retest See Manage Data Sets, Manage Tests, and Manage Worksheets → Manage Data Sets → Retest and Remeasure.
Remeasure See Manage Data Sets, Manage Tests, and Manage Worksheets → Manage Data Sets → Retest and Remeasure.
Add Replicate Opens a dialog that lets you add Replicates to selected Data Items whether or not the "Modifiable" option is set for the relevant Parameter List.

If Data Set status is Completed, Released, or DataEntered, adding a Replicate changes the Data Set status to InProgress. Any Data Set Approval that exists is reset and the Test (SDIWorkItem) status is synchronized with the Data Set (SDIData) status.

NOTE:  The Data Set status behavior described above applies only to LabVantage 8.4.2 and higher.
Override Certification Overrides Analyst Certification, thus certifying the current User for Data Entry. See Certifications.
View Audit Opens an AuditView page. See Concepts of Auditing.
Cancel Data Set

Uncancel Data Set

See Manage Data Sets, Manage Tests, and Manage Worksheets → Cancelling and Uncancelling Data Sets.
Details For the Sample SDI in Data Entry, provides maintenance of Addresses, Attachments, Categories, Data Sets, Roles, Specifications, and Tests.

  

Miscellaneous Data Entry Features

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Data Item Display Rules

 

Data Sets that have been Cancelled, Retested, and made Unavailable are either not displayed during Data Entry, or displayed as read-only fields. This functionality is controlled by the "Data Item Display" Rule property in the gwtdataentrygrid Element, which determines how data are displayed.

Using Non-Numeric Tags

 

During Data Entry, some configurations may require entering/returning text that either describes numeric data or explains why it could not be entered. Such text is referred to as a "non-numeric tag" (or "NNT"). For example, assume that a value <5 is considered to be BDL (below detection limit). If the numeric data value is 4, you may want to make BDL a non-numeric tag in order to enter BDL rather than 4, enter 4 and return BDL, or enter 4 and return <5.

Doing this requires configuring a combination of Parameter Limit Types, Limit Rules, Parameter Lists, and optionally Specifications. See Using Non-Numeric Tags for an example of how to do this.

Handling Absurd Limits

 

When defining a Limit Rule, you can specify an "Absurd Limit" to reject a value if that Limit is met (such as 0 > pH > 14, or Weight < 0). See Limit Rules → Limit Details → Handling Absurd Limits for an example of how this is configured and presented during Data Entry.

Returning Text Based on a Value

 

Limit Rule configuration also lets you return text based on a value (such as entering 4 returns <5). See Limit Rules → Limit Details → Display Format for an example of how this is configured and presented during Data Entry.