Content

Suggested Reading Manage Data Sets Overview Create Worksheet Create Worksheet & Assign User Create Worksheet & Assign Department Assign Analyst Choose Instrument Assign Work Area Create QC Batch Data Entry Retest and Remeasure Cancelling and Uncancelling Data Sets Manage Work Plan Work Duplicate Functionality   Manage Tests Overview Create LES Worksheet Create & Assign LES Worksheet Open Worksheet Create eWorksheet Create eWorksheet & Assign User Create Worksheet & Assign Department Assign Analyst Assign Work Area Assign Instrument to Data Sets Create QC Batch Data Entry Retest Cancelling and Uncancelling Tests Apply Manage Work Plan Work Duplicate Functionality Adding and Maintaining Tests Manage Worksheets

 

Suggested Reading	Top

At a minimum, you should have a basic undertsanding of the fundamental concepts covered in these topics:

•	Concepts of Parameter Lists
•	Test Methods
•	Adding and Maintaining Tests
•	Departments
•	All eForms documentation (begin with Introduction to eForms)
•	All ELN/LES documentation (begin with Introduction to ELN/LES)
•	All WAP documentation (begin with Introduction to Work Assignment and Planning)

 

Manage Data Sets	Top

Overview

The Data Set List page (LIMS → Tests → Manage Data Sets) allows several operations to be conducted on selected Data Sets, including (but not limited to):

•	Create eForm Worksheets for Data Sets "On Creation", "On Demand", or "On Assignment".
•	Open eForm Worksheets and conduct data entry using the Worksheet.
•	Assign Analysts and Instruments to Data Sets.
•	Conduct Retest and Remeasure operations on Data Sets.
•	Conduct data entry.
•	Add and view SDI Notes for a selected Data Set.
•	Create a QC Batch using Samples associated with selected Data Sets.

Create Worksheet

For the selected Data Sets, "Create Worksheet" creates an eForm Worksheet based on the Worksheet Form that is specified by the relevant Parameter Lists. In order to do this:

•	The Forms detail of the relevant Parameter List must specify the desired Worksheet Forms.
•	The Create Worksheet Rule for the Parameter List must be set to "On Demand".
•	The Worksheet Type for the Worksheet Forms must be of Type "DataSet" (see DataSet in Creating Worksheets).

If you select one Data Set, you are prompted to choose a Worksheet Form from a lookup that shows all Worksheet Forms specified by the relevant Parameter List. If the Parameter List specifies only one Worksheet Form, you are not prompted. A "Success" message is rendered and the Worksheet is created.

If you select multiple Data Sets, you are prompted to choose a Worksheet Form from a lookup that shows all Worksheet Forms specified by all applicable Parameter Lists. If there is only one Worksheet Form common to all of the applicable Parameter Lists, you are not prompted. A "Success" message is rendered and the Worksheet is created.

If the relevant Parameter List does not specify any Worksheet Forms, or if a Worksheet already exists for one of the selected Data Sets, you are notified of this fact, and no Worksheet is created.

The Worksheet is created in a "Pending" state, as indicated by the icon:

Pending	Worksheet has been created, data entry is pending.
InProgress	Data entry is in progress, Worksheet has not been Submitted.
Complete	Worksheet has been Submitted.

Click an icon to open the Worksheet (below).

Create Worksheet & Assign User

For the selected Data Sets, "Create Worksheet & Assign User" creates an eForm Worksheet and assigns it to a User. In order to do this:

•	The Forms detail of the relevant Parameter List must specify the desired Worksheet Forms.
•	The Create Worksheet Rule for the Parameter List must be set to "On Demand".
•	The Worksheet Type for the Worksheet Forms must be of Type "DataSet" (see DataSet in Creating Worksheets).

The behavior of the Worksheet Form lookup is the same as Create Worksheet. After selecting a Worksheet Form, you are prompted to choose a User from a list of "All Analysts" or only "Certified Analysts" (as described in Certifications). After selecting a User, that User is assigned to the newly created Worksheet.

Create Worksheet & Assign Department

For the selected Data Sets, "Create Worksheet & Assign Department" creates an eForm Worksheet and assigns it to a Department. In order to do this:

•	The Forms detail of the relevant Parameter List must specify the desired Worksheet Forms.
•	The Create Worksheet Rule for the Parameter List must be set to "On Demand".
•	The Worksheet Type for the Worksheet Forms must be of Type "DataSet" (see DataSet in Creating Worksheets).

The behavior of the Worksheet Form lookup is the same as Create Worksheet. After selecting a Worksheet Form, you are prompted to choose a Department from a lookup page, which shows only Departments that are "Work Areas". After selecting a Department, the Worksheet is created and assigned to the Department.

Assign Analyst

"Assign Analyst" assigns Analysts to Data Sets.

After selecting Data Sets, a lookup page allows selection of Analysts using these buttons:

•	Certified Analysts Shows only Certified Analysts in the Department (see Note 1). If the relevant Parameter List requires Certification, the lookup shows Users who are certified for the Parameter List. If the Data Set is assigned to a Department (including a Work Area or Testing Lab), the lookup shows Users who are members of all Departments assigned to the selected Data Sets.
•	Recommended Analysts Shows all Analysts in the Department (see Note 1).
•	All Analysts Shows all Users in the SysUser table. For backward-compatibility, this is the behavior prior to LabVantage 8.4.0.

Note 1:

The Department is determined by the following algorithm: Use the Assigned Department (SDIData.s_AssignedDepartment) if populated. Otherwise, use the Data Set's Work Area (SDIData.WorkAreaDepartmentId) if populated. Otherwise, use the Data Set's Testing Lab (SDIData.TestingDepartmentId) if populated. Otherwise, show all Users.

For information regarding copy-down of columns, see Departments → Master Data Copy-Down.

With specific regard to eForm Worksheets, Analysts can be assigned to both Data Sets and Worksheets. In order to do this, the Forms detail of the relevant Parameter List must specify the desired Worksheet Forms, the Create Worksheet Rule for the Parameter List must be set to "On Assignment", and the Worksheet Type for the Worksheet Forms must be of Type "DataSet" (see DataSet in Creating Worksheets). The behavior of the Worksheet Form lookup is the same as for "Create Worksheet", i.e., you are prompted if more than one Worksheet Form is applicable. After selecting a Work Area, the Worksheet is created and the selected Analyst is assigned to both the Data Sets and the Worksheet.

Choose Instrument

"Choose Instrument" allows Instruments to be chosen for Data Sets. This button opens an "Instrument Chooser" dialog (below left) showing Instruments that are assigned elsewhere (such as in Data Entry or Test Methods) with the selected Data Sets. The lookup opens a dialog (below right) that lets you choose from "All Instruments" that are defined, or filtered to show only "Certified Instruments" (see Instrument Certification).

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.

Assign Work Area

"Assign Work Area" assigns Data Sets to a Department that is a Work Area.

After selecting Data Sets, a lookup page shows Works Areas in Testing Labs associated with the Data Sets. Note that all selected Data Sets must have the same Testing Labs. The selected Data Sets are assigned to the chosen Work Area.

For information regarding copy-down of columns, see Departments → Master Data Copy-Down.

NOTE:

With specific regard to eForm Worksheets, both Data Sets and Worksheets can be assigned. In order to do this, the Forms detail of the relevant Parameter List must specify the desired Worksheet Forms, the Create Worksheet Rule for the Parameter List must be set to "On Assignment", and the Worksheet Type for the Worksheet Forms must be of Type "DataSet" (see DataSet in Creating Worksheets). The behavior of the Worksheet Form lookup is the same as for "Create Worksheet", i.e., you are prompted if more than one Worksheet Form is applicable. After selecting a Work Area, the Worksheet is created and both the Data Sets and the Worksheet are assigned.

Create QC Batch

"Create QC Batch" lets you Create a QC Batch using Samples associated with selected Data Sets. See Workflow Task Definitions: Create QC Batch Tasks with Samples, Data Sets, and SDIWorkitems.

Retest and Remeasure

"Retest" and "Remeasure" create new instances of Tests and Data Sets that are used to record results of a repeat test or measurement: • "Retest" works with Data Sets only if the Data Set belongs to a Test. Retest creates a new Test (SDIWorkitem) and all Data Sets contained within. • "Remeasure" creates a new Data Set. Note that: • The "Spec Rules Evaluation Options" in the Data Entry Policy can be used to re-evaluate Specification Rules defined for a Retested or Remeasured Data Set. • If a Worksheet Form is properly specified by the Parameter List, a Worksheet is created for the new instance only if the Create Worksheet Rule is "OnCreation".

Duplicate Functionality

"Create Worksheet", "Create Worksheet & Assign User", "Create Worksheet & Assign Department", "Retest", "Remeasure", "Cancel DataSet, and "Uncancel DataSets" are also available on SDI Data Set Maintenance pages (below). Select a Sample in a Sample List page, then click the Details → Data Sets button.

 

Manage Tests	Top

Overview

The SDI Workitem List page (LIMS → Tests → Manage Tests) allows several operations to be conducted on selected Tests, including (but not limited to):

•	Create eForm Worksheets for Tests "On Demand", "On Creation", or "On Assignment".
•	Open eForm Worksheets and conduct data entry using the Worksheet.
•	Create LES Worksheet Generation for Tests "On Demand".
•	Open LES Worksheets for editing.
•	Assign Analysts and Instruments to Data Sets.
•	Conduct a Retest operation on Data Sets.
•	Conduct Data Entry.
•	Create a QC Batch using Samples associated with selected Tests.

Create LES Worksheet

For the selected Tests, "Create LES Worksheet" creates an LES Worksheet based on the Worksheet Template that is specified by the relevant Test Method. The available Worksheet Generation options are discussed in LES Worksheet Generation.

Create & Assign LES Worksheet

For the selected Tests, "Create & Assign LES Worksheet" creates an LES Worksheet based on the Worksheet Template that is specified by the relevant Test Method and assigns it to the User (this opens a lookup to select the User). The available Worksheet Generation options are discussed in LES Worksheet Generation.

Open Worksheet

For selected Tests, "Open Worksheet" opens the ELN Worksheet Manager for editing the LES Worksheet according to the User Privileges for the current User.

Create eWorksheet

For the selected Tests, "Create Worksheet" creates an eForm Worksheet based on the Worksheet Form that is specified by the relevant Test Methods. In order to do this:

•	The "Forms" detail of the relevant Test Method must specify the desired Worksheet Forms.
•	The Create Worksheet Rule for the Test Method must be set to "On Demand".
•	The Worksheet Type for the Worksheet Forms must be of Type "Workitem" (see Workitem in Creating Worksheets).

If you select one Test, you are prompted to choose a Worksheet Form from a lookup that shows all Worksheet Forms specified by the relevant Test Method. If the Test Method specifies only one Worksheet Form, you are not prompted. A "Success" message is rendered and the Worksheet is created.

If you select multiple Test Methods, you are prompted to choose a Worksheet Form from a lookup that shows all Worksheet Forms specified by all applicable Test Methods. If there is only one Worksheet Form common to all of the applicable Test Methods, you are not prompted. A "Success" message is rendered and the Worksheet is created.

If the relevant Test Method does not specify any Worksheet Forms, or if a Worksheet already exists for one of the selected Tests, you are notified of this fact, and no Worksheet is created.

The Worksheet is created in a "Pending" state, as indicated by the icon:

Pending	Worksheet has been created, data entry is pending.
InProgress	Data entry is in progress, Worksheet has not been Submitted.
Complete	Worksheet has been Submitted.

Click an icon to open the Worksheet (below).

Create eWorksheet & Assign User

For the selected Tests, "Create Worksheet & Assign User" creates an eForm Worksheet and assigns it to a User. In order to do this:

•	The "Forms" detail of the relevant Test Method must specify the desired Worksheet Forms.
•	The Create Worksheet Rule for the Test Method must be set to "On Demand".
•	The Worksheet Type for the Worksheet Forms must be of Type "Workitem" (see Workitem in Creating Worksheets).

The behavior of the Worksheet Form lookup is the same as Create Worksheet. After selecting a Worksheet Form, you are prompted to choose a User from a list of "All Analysts" or only "Certified Analysts" (as described in Certifications). After selecting a User, that User is assigned to the newly created Worksheet.

Create Worksheet & Assign Department

For the selected Tests, "Create Worksheet & Assign Department" creates an eForm Worksheet and assigns it to a Department. In order to do this:

•	The "Forms" detail of the relevant Test Method must specify the desired Worksheet Forms.
•	The Create Worksheet Rule for the Test Method must be set to "On Demand".
•	The Worksheet Type for the Worksheet Forms must be of Type "Workitem" (see Workitem in Creating Worksheets).

This button uses Departmental Security. The behavior of the Worksheet Form lookup is the same as Create Worksheet. After selecting a Worksheet Form, you are prompted to choose a Department from a lookup page, which shows only Departments that are "Work Areas". After selecting a Department, the Worksheet is created and assigned to the Department.

Assign Analyst

"Assign Analyst" assigns Analysts to Tests.

After selecting Tests, a lookup page allows selection of Analysts using these buttons:

•	Recommended Analysts Shows all Analysts in the Department (see Note 1).
•	All Analysts Shows all Users in the SysUser table. For backward-compatibility, this is the behavior prior to LabVantage 8.4.0.

Note 1:

The Department is determined by the following algorithm: Use the Assigned Department (SDIData.s_AssignedDepartment) if populated. Otherwise, use the Data Set's Work Area (SDIData.WorkAreaDepartmentId) if populated. Otherwise, use the Data Set's Testing Lab (SDIData.TestingDepartmentId) if populated. Otherwise, show all Users.

For information regarding copy-down of columns, see Departments → Master Data Copy-Down.

With specific regard to eForm Worksheets, Analysts can be assigned to both Data Sets and Worksheets. In order to do this, the Forms detail of the relevant Parameter List must specify the desired Worksheet Forms, the Create Worksheet Rule for the Parameter List must be set to "On Assignment", and the Worksheet Type for the Worksheet Forms must be of Type "DataSet" (see DataSet in Creating Worksheets). The behavior of the Worksheet Form lookup is the same as for "Create Worksheet", i.e., you are prompted if more than one Worksheet Form is applicable. After selecting a Work Area, the Worksheet is created and the selected Analyst is assigned to both the Data Sets and the Worksheet.

Assign Work Area

"Assign Work Area" assigns Tests to a Department that is a Work Area. After selecting Tests, a lookup page shows Works Areas in Testing Labs associated with the Tests. Note that all selected Tests must have the same Testing Labs. The selected Tests are assigned to the chosen Work Area.

For information regarding copy-down of columns, see Departments → Master Data Copy-Down.

NOTE:

With specific regard to eForm Worksheets, both Data Sets and Worksheets can be assigned. In order to do this, the Forms detail of the relevant Parameter List must specify the desired Worksheet Forms, the Create Worksheet Rule for the Parameter List must be set to "On Assignment", and the Worksheet Type for the Worksheet Forms must be of Type "DataSet" (see DataSet in Creating Worksheets). The behavior of the Worksheet Form lookup is the same as for "Create Worksheet", i.e., you are prompted if more than one Worksheet Form is applicable. After selecting a Work Area, the Worksheet is created and both the Data Sets and the Worksheet are assigned.

Assign Instrument to Data Sets

"Assign Instrument to Data Sets" assigns Instruments to Data Sets for the selected Tests. This button opens a lookup from which you can select Instruments to assign.

Duplicate Functionality

"Create Worksheet", "Create Worksheet & Assign User", "Create Worksheet & Assign Department", "Retest", "Cancel Test", and "UnCancel Test" are also available on SDI Workitem Maintenance pages (below). Select a Sample in a Sample List page, then click the Details → Data Sets button.

Adding and Maintaining Tests

For more information regarding Tests and Test Maintenance, see:

•	Test Methods
•	Adding and Maintaining Tests

 

Manage Worksheets	Top

LIMS → Tests → Manage Worksheets opens the eForm Manager: