3.9. Client analysis request imports

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NB Screen shots here are due to change because of slightly misleading column
headers being used. On individual import views, we'll attempt to improve the
layout by displaying the header properties in 2 columns. Our apologies, the 
Bika team

The default view upon clicking the |import| tab, opens a lists of all previous imports - both status Imported and Submitted imports are listed with a status column at far right indicating the import's status

A validity column indicates whether the import made it through validation successfully or not

Click on [import analysis requests] to import a new batch of analysis requests, or on the batch ID of a previously imported batch to inspect it

If you decided to import a new batch, [browse] for the comma separated file (.csv) and click [import] on the next screen

The .csv file to be imported must adhere to a specific template and use the
titles and data for sample types, client contacts and IDs, analyses keywords,
etc. that are known in the system, or the import will not be validated

At the writing of this, 22 January 2008, the template layout has not been
finalised yet. Please contact Bika Lab Systems at info @ bikalabs.com to
obtain the latest should you require it urgently

If illegal characters are found in the file, a system error indicating the problem will be displayed. If not you'll be returned to the import listing and Valid or Invalid displayed in the validity column

You won't be allowed to submit invalid imports, drill down on the import by clicking on its batch ID to inspect it

The Remarks filed summarises the import remarks, while a Remarks column carries remarks specific to each sample

Click on the Show link for a pop-up of the analyses that was requested in the import for the corresponding sample

Valid import views will indicate Valid in its status field and  Valid batch in the import Remarks field

You may now submit this import to the database by clicking submit on its state drop down at top right

After being submitted, the batch can be looked up on the imports lists and viewed. It'll now show links to the Analysis Requests and Sample records created for it

Next: Client product orders Previous: Client samples