Lab Analysis

The Lab Analysis subsection of the Laboratory tab provides the following functionality:

Assigning Tests and Slates

Viewing/Printing the Lab Worksheet

Entering Lab Results

Approving Lab Results

Assigning Tests and Slates

Assigning a test or slate to a sample allows for lab results to be entered to that sample.

To access this functionality:

1. Click Assign Tests and Slates when viewing the samples:

Note: this screen can also be accessed from the Laboratory tab by clicking on the Assign Tests or Slates link within the Lab Analysis section.

2. On the Assign Tests and Slates screen, locate the sample to assign and click Modify:

Adding Tests

1. Click Add Tests to assign a test to the sample:

2. Use the search fields on the Add Tests popup to locate by Method, Test Name, and/or Test Code and click Search:

3. Click the "+" icon to the left of each test that is to be added to the sample and click Done when all desired tests have been added. Note that each added test can be partially seen on the browser screen behind the popup.

4. Populate the test fields if required. Note that the Test Name drop down specifies the test name and lists any alternative names that may have been assigned to the test.

5. Click Save on the Assign Tests and Slates screen to save the newly added information.

Adding Slates

1. Click Add Slates to assign a test to the sample:

2. Use the search fields on the Add Slates popup to locate by Slate Name, Product, Grade, Label, and/or Favourites and click Search:

3. Select each slate to add to the sample and click Done when all desired slates have been added. Note that each added slate can be partially seen on the browser screen behind the popup.

4. Click Save on the Assign Tests and Slates screen to save the newly added information.

Viewing the Lab Worksheet

Clicking View / Print Lab Worksheet displays the tests assigned to the current sample:

• Test Code: the (optional) test code assigned, to identify the test by. o Method: the name of the test method. o Test Name: a reader-friendly name assigned to the test. o Property: the properties for the test method.

• UOM: the unit of measurement used for measuring the test sample (defined in the Units of Measure Catalogue Data).

• Spec Min / Max: defines the minimum and maximum values required for a grade.

• Additional Min / Max: the (optional), additional minimum and maximum constraints that have been added. 

• Result Options: if it is a non-numeric test, this displays what the result can be. 

• Date: the date for obtaining the test result. The default is the date of the result entry.

• Technician: the name of the person who performed the test. o Logged By: the name of the person who logged the test result in the system.

Click Print Lab Worksheet to generate a printable version of the worksheet information. Note that only samples with tests/slates without results will be printed.

The Lab Results Actions provides the following sub menus:

• Enter Lab Results: to modify the rows of the Lab Results screen. o Approve Lab Results: to approve the rows of the Lab Results screen. o Print Lab Worksheet: generates a printer-friendly view of the Lab Results screen.

• Approve Lab Results: generates a printer-friendly PDF file of the Lab Results screen.

Note: when printing or generating the worksheet, only those samples with tests assigned but no results entered are included.

Viewing the Change Logs

Beside each sample is the Change Logs drop down which provides menus for the Approval log and Result Log:

The Approval Log displays the history of the changes made to the approval state for the sample:

The Result Log displays the history of the changes made to the sample's result value:

Note: the Reload button can be used to refresh the contents of these pop ups.

Entering Lab Results

Lab staff enter lab results after they have completed their analysis of the samples. Note that the assignment of tests and slates is required before lab results can be entered. Once entered, a Lab Supervisor or Manager can then approve the results.

To enter lab results:

1. Select Enter Lab results from the Lab Analysis tab, or click Enter Lab Results when viewing the lab worksheet. This displays the following screen where results can be entered for each test:

2. Modify the Result, Date, and Technician fields as required and click Save when done.

For a description of each field see: Viewing the Lab Worksheet.

Enter Results Lab Worksheet page, the user can

• See a selectable dropdown list for the method property UOM field  and  is  able to change the value, as shown in the screen capture below
  
  

• Modify the Spec Min/Max and the Add’l Min/Max on the Lab Worksheet
  
  

• Log and save results against the updated UOM
  
  

• If the user changes the UOM value, the system will use the method LRL/URL and rounding rules defined for the selected UOM
  
  

• If the result is too small and insignificant, the user can log and classify the result as Non-Detected (N.D.).  The N.D. result will appear on the Prep Certificate of Analysis page, the Certificate of Analysis
  
  

When saving the test results on the Lab Worksheet page, the validation on the result appears as follows and as shown in a sample screen capture below:

• If the result is lower than the LRL, the system will auto approve and display the  result as [result]<[LRL]

• If the result is higher than the LRL, the system will auto approve and display the result as [result]>[LRL]

• If the result is lower or higher than the LRL/URL as well as the Spec and Additional Min/Max, approval is required
  
  

If there are results that fall outside of the LRL/URL are displayed on the following pages as ‘<’ or ‘>’ on the following pages:

• View Lab Worksheet

• Approve Lab Results

• Printed version of Lab Results page

• Prep Certificate of Analysis

• Certificate of Analysis PDF

Approving Lab Results

After lab staff have entered the lab results, a Lab Manager must review and approve them before the Operational Reporting phase of the Job Order can be completed. Once approved, the Lab Manager can then generate a Certificate of Analysis. To approve lab results:

1. Select Approve Lab results from the Lab Analysis tab. This displays the following screen where test results can be reviewed for each test:

2. Review and optionally include any out-of-spec results. Any such results will appear in red in the Result column and the Include in CoA field must be set to Yes to approve them and include the result in the Certificate of Analysis.

3. Click Save to approve the results. 

Note: all tests which have results that are within spec (where specified) or don't have any specs are automatically approved. Therefore, only those outside of spec need to be manually approved. However, all results must still be reviewed.

Note: approval can only be performed when all test results have been entered.