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QPD491:AboutQPD491:
About
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Applies to QESTLab

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Info

This article describes how a lab technician can register samples and tests for a work order.

Contents

Table of Contents
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Adding/Editing a Work Order

If the samples and tests are to be registered against an already existing work order, find and select the relevant work order and click the Edit Work Order () button in the toolbar. If no appropriate work order exists, a new work order is required, click the Add Work Order () button in the toolbar. The Sample and Test Registration dialog will be displayed.

Using Work Templates

The most efficient way to register samples and tests for a work order is to use Work Templates. If an appropriate Work Template has already been setup for the type of work you are doing, select it to have the relevant samples, tests and reports added to the work order structure automatically. See Managing Work Templates for more information on Work Templates.

The structure of samples, tests and reports to be added to the Work Order will be displayed in the document tree. Click the OK button. The number of samples can now be entered on the work order.

The appropriate number of samples, tests and reports will be automatically added to the work order base on the selected work template and number of samples entered.

Adding Samples, Tests and Reports

If an appropriate work template is not available, the structure of samples, tests and reports can be manually created in the Edit/Add Work Order dialogs. 

Excerpt

In the dialog, ensure the Add Samples/Tests/Reports tab is selected on the right-hand side then select the Work Order in the Document tree (the middle pane of the dialog).

The samples and work order reports that can be added to the work order will be displayed. To add samples and tests, select the appropriate sample and expand it to display the available tests and reports for that sample.

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Note that reports will not be automatically added for the selected tests, the appropriate reports must also be selected as part of the sample structure if a test report is desired.

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titleAvailability

If an expected sample type, test or report does not appear in the list of available documents in the right hand pane, it is likely that access to this document has not been granted to the laboratory that the work order is in. Ask an administrator to double check the Regions & Laboratories configuration in the QEST Administrator Console. 

Check the required samples, tests and reports and then click the Add Documents to Template ( ) button. The structure of samples, tests and reports to be added to the Work Order will be displayed in the document tree. Click the OK button. The number of samples can now be entered on the work order.

Search, Grouping and Ordering

To assist in finding the correct test, this dialog provides searching, grouping, and ordering capabilities. 

The search bar can be used to enter the partial name or method of a test in order to restrict the available documents only to those that partially or fully match the text entered in the search bar. 

Grouping

The Group checkbox will group tests and documents by type.

Ordering

By default, documents are ordered by name, they can be ordered by method instead in order to group tests by standards body.

Modifying Added Structure

Once a structure has been defined in the middle pane of the dialog, but before the dialog has been closed, it can be modified. Care must be taken, however, to modify the correct level of document. Consider the following structure that has been defined on the dialog:

If there is a desire to also add a CBR test to the sample structure, the Aggregate/Soil Sample (Repeating) node in the middle panel must first be selected. This will ensure that new documents are added under the appropriate part of the work order hierarchy. 

Clicking the Add Documents to Template ( ) button will add the new test to the sample appropriately. 

If the Aggregate/Soil Sample (Repeating) node is not selected in the middle pane and the selection remains on the Work Order node then another, Fixed, sample will be added instead. 

This will cause QESTLab to add a single sample with a CBR test, rather than adding a CBR test under each added sample. 


Info

For more complicated sample, test and report registration including fixed, repeating samples and predefined values. See Managing Work Templates.

Adding Additional Tests and Reports

Once samples and tests have been registered and perhaps work has started, it is still possible to add additional tests and reports. Select the sample or test in the QESTLab tree that an additional test or report needs to be added to and click the New Document ()button in the toolbar. The Add Documents dialog will be displayed.

Select the additional tests, reports that need to be added and then click OK. The additional tests, reports will be displayed in the QESTLab tree and can now be navigated to.


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Screenshot Reference List

Screenshots on this page were sourced from the appropriate documentation environment, details follow:

Environment: AU QESTLab

References:

  • W-EST190001


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QPD491:Trademarks, Terms of Use and Privacy StatementQPD491:
Trademarks, Terms of Use and Privacy Statement
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