LABB - Activity Lab Activity Samples Samples Search This window is the main window to search for open Sample Tests. The menu sits under the Activity menu group The Main visible menu will be Hidden menu search which can be opened by Expand arrow The grid results are as follows: ATT Attachment Info Information window for more details Memo Memo note against the Lab test Status Icons indicating the status of the Lab test Sample No Sample unique number Date Date of the Lab Test created Priority Priority selected Description Description given to Lab Test submission Order No A text field where user can enter Order number Lot No A text field where user can enter Lot number Application No A text field where user can enter Application number Requested By The person who requested the Lab test Customer Customer Name Status Name The status of the Lab test but in words instead of icons Item Code The item code selected for testing Item Description The item description selected for testing Brand The Brand of the item Make The Make of the item Model The Model of the item Comment An open field where a user can enter a comment in the grid Sample window This is the window that holds all the information on the sample submitted There are a couple of tabs Tab Explanation Tab Name Description General Displays the main information of the Lab test required Address Gives the information on the customer and cost center information Tests Displays all the required tests Results Displays all the tests that are have been published to the requester Logs Displays all the logs and actions that have occurred on the lab test Charges Shows what is charged for on the Lab test This can be converted to an invoice Time Logs View all time logs against Lab tests General Tab General Tab Details Sample No Displays the Lab unique test number Barcode button Button of barcode to allow for barcode printing of Lab test number Application number The application number the user entered Requested by The name of the user who requested the lab test Status The status of the lab test Requested (Gray), Received (Yellow), In progress (Green), Completed (Blue), Cancelled (Red), Closed (Red)  Customer Customer requesting Lab test Order Number The Order number the user entered Request Type Internal or External (default to Internal) Description Description of Lab test to be done Date Date the request was created Date + time will be logged when Lab test was created Date Required By Date the test is required, will default to 14 dates from issue Date Completed Date the Lab test was completed Date + time will be logged when Lab test was Completed Lot/Line Lot / Line information entered by the user Priority Priority levels (defaulted to Normal) Low, Normal, Urgent, Very Urgent Item to test Item search on inventory list Item Description Description of item, can be changed Brand Brand of item selected Make Make of item selected Model Model of item selected Quantity The quantity to be tested UOM Unit of Measure of selected item Kind Enter the kind of item Cultivar Enter the cultivar Test Type Enter Test Type Comment Enter a comment which will show on the grid Address Tab The address information of the customer entered The cost centre information of the Lab test Address Tab Details Address Type Select the address type (will populate from customer setup) Physical, Postal, Delivery Address Address lines 1 to 4 and code Address details from customer Can change here GST No The GST number of the client for GST invoice Contact Person The contact person from the customer setup The default contact person will be populated here Project Assign this Lab test to a Project Division Assign this Lab test to a Division Region Assign this Lab test to a Region Invoice group Assign this Lab test to an Invoice group for invoice Branch Assign this Lab test to a Branch Defaulted to user who submitted the Lab test Notes Notes on Lab Test Tests Tab Tests Tab Details Search Button Searches the tests Print Print out the test Certificate Print the certificate if the test is complete and authorised Test No Search for Test number, sub tests are followed with .01 after the Lab test Number Test Description Search for Test Description Status Filter status of tests Created (Gray), In progress (Green), Signed Off (Blue), Completed (Certificate Issued)(Blue), Cancelled (Red), Closed (Red)  Test Type Type of Test filter Total Tests Count of number of tests in Lab test Published Tests Number of tests marked to be published Total Value Total value of invoiced tests Grid Details Seq Sequence Number of test Icon status Icon indicating status Published Yes / No (default is clear) Status Status of test in words Date Date created of test Test No Test Number allocated to Lab test Test Type Name of test Test Description Test description Lab Tech Lab Technician allocated to test Lab Manager Lab Manager assigned to test % Complete Percentage test indicator Authorised By Authorised by Name Date and time logged  Invoiced Yes / No to Invoice Invoice No Invoice number when invoiced Value Value of invoice Results Tab Each test will have its own tile Tiles can be coloured Tiles are ordered according to Sequence number of the test View Published tests only A filter to include other status Results Tab Details Refresh button Button to update tiles View Type View Published, Non published tests All can be selected Seq 1 Makes the tile be first on the list Test Name Test Name Test No Test Number View Button View the test Logs Tab This area logs all the status changes on the lab test This tracks the tests created, authorised etc on this lab test side Logs Tab Details Search button Searches the logs Print Grid Prints the grid and allows to export Action Filter by Action Doc No Search by Document No Date From and To Searches logs by date from and to Grid Details Action Type of action logged Status change of Lab test, Status change on tests, Authorised By, Percentage update on tests, Publish notice, invoice created  Doc No Indicates which test is been logged, main Lab test or test Date Date of log Description Description of action Logged by User name logged of change Date and Time Date and time logged Invoice Tab For each test that is done, a tick can be put on for charging which creates an entry for list of items to be invoiced Charges Tab Details Search button Search invoiced tests Create Invoice button Create an invoice Print Print invoice Add Add an item to be invoiced Edit Edit the line Delete Delete the line to be invoiced Cannot be deleted if invoiced Grid Details Select Select multiple lines to be invoiced Item Code Displays the inventory item code Item Description Displays the inventory item Description Item Type Indicates the type of inventory item to be invoiced Service, Custom or Stock Qty Displays quantity to be invoiced Selling Displays the selling value ex GST Line Discount Displays the line discount GST Type Indicates whether this is GST chargeable Selling ex GST Unit selling x Qty = Selling Value Selling GST Shows GST amount Selling Inc GST Total Selling ex GST + Selling GST = Selling Inc GST Job No Indicates whether linked to a job Job Type Type of Job invoice Percentage or Usage Invoice No Invoice number of processed invoice Time Logs (Potential New addition) View all time logs against Lab tests Time Logs Tab Details Search Search all time logs linked to Lab tests Edit Edit an existing time log Remove Lab Link Remove the lab link from time log Print Print time log Total Hrs Shows total hours logged against Lab test Total Value View total billable value Hours x Billable Rate = Total Value Grid Details Log No Displays log number of Time log Date Date of time log Lab Test No Shows the Lab test number that the time log is linked to Employee Employee that created the time log Ref Reference description of time log Time from and time to Time started and time ended Duration Duration in hours Billable Rate Bill rate on time log Status Status of time log Test Add Adding a new test on the Sample form There are four tabs each holding information on each test Tabs Details General Tab This holds the basic information of the test Guide Tab Shows Parameters, Treatments for test Test Tab The test result Checklist Viewing multiple checklists against a test Logs Shows the logs for this test Status change, % Complete change, Checked by, Retest by, Invoice By, Certificate Issue, Published by The buttons allow for multiple functions Button Details Attachment Add in attachments specific to the test Authorise Authorise the Test to before publishing Complete Complete the test and issue certificate Print Print the test Print Certificate Print the Certificate Info A word like document information Lab Test Status changes Icon Status % complete Rules Created 0% On creation of lab test Started 10% Click on the Start button which updates status and percentage to 10% Opens up In Progress button and Test Done button In Progress 50% Changes to In Progress when any test results are entered and saved Test Done 80% Click on the Test Done button which updates status and percentage to 80% Opens up In Checked button and Retest Button   Checked status save | save and close is only active to users that are authorised users in approved levels otherwise the Save | Save and Close buttons are disabled Checked 90% Click on the Checked button which updates status and percentage to 90% Opens up Published button, Open button   Checked status save | save and close is only active to users that are authorised users in approved levels otherwise the Save | Save and Close buttons are disabled Retest 100% Click on Retest button which updates status and percentage to 100% Clones the test with a new test Closes the test and locks Disables all the other status buttons Published 100% Click on the Publish button which updates status and percentage to 100% Closes the test and locks Disables all other status buttons Disables Save and Close and Save buttons Cancelled 0% Cancels the test Closes the test and locks Disables all other status buttons Closed 0% Closes the test Closes the test and locks Disables all other status buttons Open 50% Opens up the test from Checked, Published, Cancelled or Close Is only active when status of test is Checked, Published, Cancelled or Close Changes the test to In Progress status and percentage to 50% Test General Tab General Tab Details Test No The test number with the decimal points after Percentage complete the percentage complete The percentage complete will automatically be set a certain status changes Status Changes the status of the sub test Created, Started, In Progress, Checked, Retest, Certificate Issued, Publish, Completed Test Type The type of test done Test Description The description of the test Date created Date test is created Lab Tech Lab Tech assigned Lab Manager Lab Manager assigned Invoice Tick for invoice Item Code Item code becomes active when invoice tick box is activated This item will be added to the Lab test chargers window Certificate Issue Certificate tick box with who by Publish Publish tick box with who by Recommended Shows recommended information from Test setup Parameters Select Parameter from dropdown Treatments Shows recommended information from Test setup Test Results tab Add information on the test Test Tab Details Checked Checked tick box with checked by Retest Retest tick box with Retested by Comments Make comments Test Test results enter Logs Tab Logs Tab Details Search button Searches the logs Print Grid Prints the grid and allows to export Action Filter by Action Doc No Search by Document No Date From and To Searches logs by date from and to Grid Details Action Type of action logged Status change of Lab test, Status change on tests, Authorised By, Percentage update on tests, Publish notice, invoice created  Doc No Indicates which test is been logged, main Lab test or test Date Date of log Description Description of action Logged by User name logged of change Date and Time Date and time logged   Invoice Tab Tick Invoice box to activate certificate billing Checklist Tab (Potential future development) Checklist Tab Details Search Button Searches all checklists against lab test Print Button Print checklist out Description Description of checklist Status Status of checklist Date from and to Filter by date of checklists Add, Edit and Delete Add, edit or Remove checklists against lab test Tests Search Lab Tests Search This window allows the user to search all tests submitted Samples completed search screen for users who have submitted their tests. They will be able to view completed and published test results, but not completed tests. Tests in progress will only be shown in grid to give the user the status.  View and print is not available on these status options. Lab test search Details Search Search for tests specific to user submitted View View only completed and Published tests Sample No Search for a test number Test Description Search for a test description Item Search for an Item Seed Requested By Limited search on user This is greyed out User Filtered Date from and to Search on dates of Lab tests Order No Search on order number Lot Number Search on Lot number Customer Search on customer Priority Search on Priority Lab test submissions Quick Searches for Lab Tests Use these icons to quickly filter tests Schedule View View Tests by Gantt Chart Sample Submit Lab Sample Submit Quick Add window allows users to add in a Lab Sample request It has limited information Test Status by User This search is filtered by the user logged into the system. Allows the user to check on all Samples submitted and their status General Tab General Tab Details Test No Displays the Lab unique test number Application number The application number the user entered Requested by The name of the user who requested the lab test Customer Customer requesting Lab test Order Number The Order number the user entered Request Type Internal or External (default to Internal) Description Description of Lab test to be done Date Required By Date the test is required, will default to 14 dates from issue Lot/Line Lot / Line information entered by the user Priority Priority levels (defaulted to Normal) Low, Normal, Urgent, Very Urgent Item to test Item search on inventory list Item Description Description of item, can be changed Quantity The quantity to be tested UOM Unit of Measure of selected item Kind Enter the kind of item Cultivar Enter the cultivar Test Type Enter Test Type Notes Enter a Note Address Tab Tests Required Tests Required Details Grid of listed tests Tick the tests required   View Test Results High the test you want to see test results Click on View Test Results New Seeds upload Seeds must exist in the database before submitting samples Prepare Import file for Seed/Stock items Export file layout for header information See example of file layout - Basic Inventory Import Seed.xlsx   Once you have prepared the import file, save as an Excel document and close. Importing will do the following: New items will be added if it does not exist Existing items will be updated   Follow steps 2 to 4 to upload new and existing items New Samples Submit upload Uploading new samples via Excel sheet. Uploading will ALWAYS create a NEW submission.  There is no editing an existing submission After uploading the seed items, one can submit the samples. Export for template layout See example of file layout - Lab Sample Submission.xlsx   Once you have prepared the import file, save as an Excel document and close. Importing will do the following: New items will be added if it does not exist Existing items will be updated Follow steps 2 to 4 to upload new and existing items