Catalogue Data is reusable data that is used throughout the  Inspection Management System but is not specific to any particular Job Order or Invoice. This data is created and maintained by System Administrators and Data Administrators. The following diagram shows where Catalogue Data fits into the overall system:

The Catalogue Data menu (available from the main menu) enables some User Roles to access some or all of the Catalogue Data maintenance screens:

Quality Tests

Slates

Methods of Transport

Locations

Grades

Units of Measure Snippets 

For more information on which Catalogue Data menus are available for each user role see: User Roles.

Quality Tests

A Quality Test is a test that is to be performed on a sample that defines the unit of measurement, minimum and maximum value constraints, and measurement precision. A test or combination of tests can be included in a Slate, and assigned to samples within a Job Order. Lab Technicians can then enter test result values for each test assigned to a sample.

The Quality Test search and listing screen allows Lab Managers to manage the collection of industry standard tests available in the  Inspection Management System:

Creating Quality Tests

To add a new Quality Test, select Create from the Action's menu on the Quality Tests search and listing screen.

This displays the following sections:

Properties: one or more properties that define a condition or requirement for the test. Additional properties can be added using the Add Property button. Properties consist of the following fields:

1. Property Name: the name of the property.

2. Parameter Types: can be set to yes or no to specify if the test is numeric or not. The following parameters will be displayed accordingly:

 Numeric Parameters: define the specific parameters for the property. Additional parameters can be added using the Add condition button.

UOM: the unit of measurement. The options available in the dropdown have been pre-populated in the system. Additional UOM's can be added using the Add UOM button.

Method Min/Max: the minimum and maximum constraints that the test results must fall within.

Precision & Condition: specifies the precision (in decimal places, or significant number of digits), and a conditional expression that the test must satisfy. Both parameters are required.

Round to Nearest: specifies how to round the value up.

Non-numeric Parameters:

Result Options/Free Text: a result that can be entered as free text.

Possible Values: result options for non-numeric tests.

Reordering Properties

Clicking and dragging the four-way arrow icon to reposition the property within the list can reorder properties:

Modifying Tests Previously Assigned to Slates

When modifying a test that has been assigned to a slate, a message will be displayed indicating which slates the test is currently applied to:

Note that the changes won't be propagated to the existing slates that the test was previously assigned to. The updated test will only be available on new slates that the test gets added to.

Adding and Modifying Raw Data Points

Raw data points are data that is not part of the test method (e.g. the machine number the test was run on or other results on the machine that are not part of a test property).

Raw Data Points can be added or modified for a test by selecting the Modify Raw Data Points from the Actions menu when viewing the information for a specific test. 

To add or modify Raw Data Points:

1. Select Modify Data Points from the Actions menu.

2. Click the Test Data button if data is to be entered for the test, or click Property Data if data is to be entered for the test's properties.

3. Enter a value in the input field and click Add. Repeat this step for additional properties.

4. Click Save to save the raw data points.

Slates

A Slate is a series of quality tests to perform on a sample for a specific type of product.

The Slates search and listing screen allows for the management of Slates, each composed of tests from the Quality Tests Catalogue Data. Once created, Slates can then be assigned to samples on a Job Order's Laboratory tab, which allows for test results to be entered for each test.

Office: the office associated with the slate. Note that a slate belongs to an office, which means it can only be assigned to samples by someone who belongs to that office. However, a slate that belongs to Head Office can be used by people from any office.

Product Type: the type of product for which the test(s) are to be performed on.

Grade: the grade of product for which the test(s) apply.

Label: associated words or grades for the slate.

Status: a status of Active means the slate can be assigned to a sample in a Job Order's Laboratory tab. A status of Inactive means the slate cannot currently be assigned.

Favourites: a frequently used slate can be marked as a favourite. This will allow users to more quickly search for them on the Slates Search and Listing screen, and when selecting a slate when Assigning Tests and Slates.

Creating Slates

The Slate create action displays the following screen for creating slates:

Office: the office to which the slate will belong. The offices listed will be limited to those, which the current user account has permissions to create slates for, which includes the assigned office and any additional offices assigned to user account’s roles. For more information on office assignment see Creating User Accounts.

Product Type: the type of product for which the test(s) are to be performed on (required).

Grade: the grade of product for which the test(s) apply.

Description: optional descriptive information about the slate/tests.

Category/Label: associated words or grades for the slate.

Favourite: a frequently used slate can be marked as favourite. This will allow users to more quickly search for them on the Slates Search and Listing screen, and when selecting a slate when Assigning Tests and Slates.

Status: a status of Active means the slate can be assigned to a sample in a Job Order's Laboratory tab. A status of Inactive means the slate cannot currently be assigned.

Date Restrictions: specifies date ranges for when the slates can be performed. This is useful for example, when a slate is only applicable for certain parts of the year. Specify a range by selecting the from and to date ranges and then clicking the Add button. Each range will be shown below and can be removed by clicking the "X" icon in the date's box:

Tests: the tests contained within the slate. A test can be added by clicking the Add tests button, which displays a pop up for searching tests. Information for the tests is shown including Order, Test Code, etc. For more information about the columns displayed for the tests see: Quality Tests.

Adding Tests to a Slate

1. Click Add Tests to display the test search screen.

2. Enter a value in the Method, Test Name, or Test Code field(s) and click Search.

3. Click the check box next to the test(s) to add to the Slate:

1. Click Done to return to the Slate entry screen.

Methods of Transport

A Method of Transport refers to specific vessels and pipelines which contain/transport a product (e.g. a vessel with a specific IMO number). These entities can then be specified on Job Orders.

The Methods of transport search and listing screen allows for the maintenance of these entities.