Sample and Test Data Documents
- Krzysztof Kot
Applies to QL
Entry of sample and test data requires that the appropriate documents exist. If they do not exist, they must be created, before data entry can proceed.
Contents
Overview
The following articles demonstrate how the necessary documents for data entry of sample and test information are created and edited.
Adding Documents to a Work Order
Documents can be added to a work order at the time the work order is created or at a later time.
Work Order Creation
At the time a work order is created, a user will be presented with the Add Work Order window. The left pane of this window is titled Work Templates, a work order template can be selected to quickly add a set of documents to a work order. A user can also manually select the required documents in the right pane under the tab titled Add Samples/Tests/Reports. A user can also add documents using a combination of adding a work template and adding documents manually.
When manually selecting documents to add, it is helpful to use the Search bar under the Add Samples/Tests/Reports to quickly find the document of interest.
Once found, mark the check box next to it and click on the sample bucket icon to add the documents to the work order (center pane).
After Work Order Creation - Editing a Work Order
After a work order has been created it can be edited to add additional documents.
Select the work order to be edited and click on the Edit Work Order button in the QESTLab toolbar.
Choose the document to be edited: Work Order, an existing Sample, or an existing Test:
Choosing the work order allows the addition of a new sample, work order level test report, or billing document
Choose an existing Sample to add a Sample level Test or Report
Choose an existing Test to add (if applicable) a Test level Test or Report
Select a document by checking the check box next to the required document:
Click on the sample bucket icon to add the documents to the work order (center pane):
When a work order is edited and tests are added to a sample, these tests come into the work order as “Optional” (Fixed).
On the bulk entry screen the added test will need to be posted to each sample that they apply too. Checking the box underneath the test method header on the bulk entry screen will add the test to the samples.
Once checked, the added test will appear in the tree for the sample.
Adding Documents to a Sample
Selecting a sample in the tree will expose the new document icon located on the toolbar. Clicking on this icon will allow users to add documents to the selected sample.
The list of documents displayed are restricted to the sample type (Asphalt, Agg/Soil, etc.), the test screens associated with the customer's license, the role assigned to the user, and the laboratory permissions in the Administrator Console.
Users can select additional documents by checking the box next to the desired document. After checking the box(es) and pressing the "OK" button, the selected document(s) will be added to the sample. Users can see and view the newly added documents under the sample in the tree.
Entering Sample and Test Data
Option 1: Bulk Entry View
Navigating to the Work Order allows users to see the Bulk Entry View. The Bulk Entry View is used to register information for multiple samples at once.
Samples are sorted by the Parent Document (Concrete, Asphalt, etc.).
Additionally, data can be copied from first sample across to multiple samples in the grid by clicking on the “Auto-populate values across from the first document” icon.
Bulk Entry View is typically useful for:
Concrete field data
Field and asphalt density testing
Suite of test per samples
Bulk Entry Views can be selected to suit the current need
Column view vs. Other views
NOTE: The sample screen and bulk entry screen expose the same data fields.
Option 2: Individual Sample Screen
The Sample Screen is used to store the key information that identifies a sample and the details about how it was obtained (sampled).
It also provides links between the Sample, Client and Project.
Documents attached to the sample in tree appear as “children” of the Sample screen.
Click on the sample in the tree to open the sample screen. The Sample screen allows user to add sampling information and sample properties for the material being tested.
Entering Data on a Test Screen
Clicking on a test icon in the tree will bring up the test screen. Test screens are used to record measurements and observations and perform calculations.
Data is automatically saved by test screens as the user moves between screens.
The user can note the testing technician and date tested by clicking on the Testing Information icon.After clicking on the Testing Information icon a window will open and allow a user to note the Tested By and Date Tested information for that test screen.
Attaching a Scanned Document to a Work Order or Sample
An External Test Report can be added to a work order or sample.
The External Test Report allows the uploading of a file (i.e. pdf, word, etc) to QESTLab to the work order level or the sample level. The External Test Report can be distributed out of QESTLab the same as native test reports.
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