11 Workflow Basics

How the basic transactional objects, Analyses and Analysis Requests, proceed through the system, triggering actions and influencing parent objects. Much more efficiency is eventually achieved using Batches and Worksheet. More later

Table of Contents...

Sans Batching and Worksheets

Which are musts for bigger volumes

Creating Analysis Requests

11.1 Manually one by one, assisted with Analysis Profiles and Request Templates

Sampling. Preservation

11.2 Sampling workflow can be included for labs doing it themselves

Receiving and Labeling Samples

11.3 Automatically at AR registration or Sample receipt. From Sample and AR lists and views

Results Capture

11.4 Manually per Analysis Request, illustrating workflow basics. Worksheets are recommended instead

Verify or Retest results

11.5 After analysts submit results, labmanagers are alerted that the results are ready for review. They may retract results for retesting or verify them

Results publication. COA

11.6 Authorised Client Contacts can already see their verified results on-line, in a final step their COAs are published to them per their publication preferfences

COA invalidation

11.7 When mistakes are uncovered in verified and published results; invalidate, auto alert Client and labmanagers, retest

Workflow States Summary

11.8 States and Transitions. Traceability

A table summarising the workflow integrity of Batches, Samples, Analyses Requests, Analyses and Worksheets

Parent Samples have their child Analysis Request states dependent on them being received.

Analyses control the states of their Parent ARs or Worksheets

Secondary Cancellation and Assigned to Worksheet workflows