Sample Create form Tips

Make it easier with some automation

On multi create forms. if all samples have the same value for a specific field, complete only the first column and click the [>>] button to copy the value to the other columns

Handy for free text fields, click the button jus below [>>] and capture the values in succession

Use Analysis Profiles or Sample Templates

To speed up the process, use preconfigured Analysis Profiles to complete the selection of Analyses required, useful if the same collection of Analyses is often requested together

Using Sample registration Templates, will also complete Sample Point and Type fields

Locked Analyses

When a locked icon is displayed next to an Analysis, it was included using an Analysis Profile, and it cannot be removed without removing the Profile first. Click on the icon to see by which Profile it is locked

Copy or Duplicate Samples

Another quick way to create a Sample is to copy an existing one. Select the Samples to be copied on Sample list and click [Copy to new]

The Sample registration form opens with a column per Sample copied which inherits the originals' Contact, Sample Type, Sample Type, Date Sampled, Specification and Analyses selected for inclusion. These may still be edited for the new Sample. When Duplicate Sample is used, the Sample is copied as is without the opportunity to make any changes

Analysis information

Click on the information icon i, to see more information about an Analysis for which space could not be found on the form itself, Method, Unit, Price and Profile

Immediate Results Entry

With this option enabled in the setup, the user lands on the Samples' view immediately to capture any field results, or other use cases, available already

Register Samples as Received

If all the lab's Samples are registered at lab reception when they arrive, the initial Due state for Samples registered by Clients remotely, is redundant and Bika can be configured to start the Samples off as Received, which will save time

Clients may still register Samples remotely, and they will be Due until checked in at the lab as Received

The configuration takes place on the Sampling tab of global Bika Setup pages 

Immediate Results Entry

With this option enabled in the setup, the user lands on the Samples' view immediately to capture any field results, or other use cases, available already