Assigning Tests to a Sample Record

The Assign Tests component provides a guided process that enables you to select and add tests to a sample record. To be able to assign tests to a sample record, the sample record must be associated with a destination lab on the Associations tab on the Sample Record Summary. After tests are assigned to a sample record, the destination lab association cannot be changed.

To assign tests to a sample record by using the Assign Tests guided process, perform these steps:

To access the Assign Tests component, navigate to the Sample Record Summary, click the Tests tab, and then click the Assign Tests button.

The Assign Tests component opens on Step 1, Review Required Tests. Each row represents one test required for samples with this combination of material code, sample type, and destination lab.
Review the tests that are required for this sample. When you are finished, click Next.

Note: You can click Previous at any time to return to a previous step in the guided process.

The Assign Tests component displays Step 2, Select Default Tests. Each row represents one test indicated as a default for samples with this combination of material code, sample type, and destination lab.
Click the rows for the default tests you want to assign to the sample record.

The system adds a check mark at the beginning of the row. You can click the row again to clear the selection. Continue selecting default tests as needed.
When you are finished, click Next.

The Assign Tests component displays Step 3, Select Optional Tests. Optional tests are those not marked as default or required tests, but are appropriate for this combination of material code, sample type, and destination lab.
If you want to assign a test, click the row to select it.

The system adds a check mark at the beginning of the row. You can click the row again to clear the selection. Continue selecting optional tests as needed.
When you are finished, click Next.

The Assign Tests component displays Step 4, Add Test Runs and Confirm. This page lists the tests selected on previous steps in the guided process.
For each test other than the required tests, you can enter a new value in the Test Runs field if needed. When you are finished, click Confirm.

The system assigns the tests you selected and displays them in the list on the Tests tab on the Sample Record Summary. One test row is added for each instance specified in the test Runs field. When multiple test runs of the same test method are added, each test run is identified with a unique value in the Test Number field.