4.2. Request Analyses

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A new analysis request is registered by the client, or by the lab clerk on behalf of the client. From the |clients| tab, click on the |analysis requests | subtab. A list of current analysis requests for the client is shown. Click on the [add new analysis request] button for the analysis request form

Request new analyses

Up to eight samples may be registered on the form. The contact person is selected from the drop-down list, and sample identification information is entered. The sample identification information identifies the sample to the client company and does not have any formatting restrictions

The required analyses are checked and total cost is calculated as the items are selected. The [submit] button will register the analysis request

The analysis request now appears in the sample due list. The analysis request may be modified or deleted by both the client and the lab staff while it is still in sample due status

Analysis Requests – Sample due

The analysis requests which are in sample due status are presented in an alert to members with labclerk role. From here the request id may be clicked on to view the analysis request

Analysis Requests – Sample due pop-up

On receiving the physical sample, the lab clerk checks the analysis request’s check box and clicks on the [receive sample] button. The analysis request’s status is changed to In the lab  and the sample sticker is shown for printing. More than one sample may be processed in this manner. The receive sample functionality is not available to the lab technician

Viewing an Analysis Request

The details of the analysis request may be viewed by clicking on the request id  in the list

Analysis Request details – Sample due

Titration volume and titration factor columns appear only for those analyses which have been specified as requiring these calculations. See Analysis Services under Site setup

For client contacts only the edit tab is shown

Client contacts are not able to manage results,
view the results not requested or view the log

The titration volume and titration factor columns do not appear in 
the client view. The state drop-down shown above appears as text 
for the client contact, and may not be changed

The drop-down at the top right of the form may be used to change the status of the analysis request to In the lab  and the sample sticker information is shown, ready to be printed

Sample sticker

The lab clerk sticks the sticker to the sample container and the sample is ready for processing by the lab technician. The analysis request, and each of its component test requests are all in In the lab status

Next: Worksheets Previous: Introduction · Samples = Analysis Requests