Maintaining Material Qualifications

The Qualifications tab on the Material Summary component contains two lists of qualifications associated with the reference material. All of the qualifications for a material must have a Qualification Category of Sampling. In order to be listed as the sampler for a sample record, a person must have the same sampling qualification as the material.

The list in the upper part of the tab contains all the sampling qualifications for the material that were inherited automatically through the qualifications for this material's material category.

The second list contains additional sampling qualifications added specifically for this material. You can add new qualifications for the material through this list.

Viewing Inherited Sampling Qualifications

In the Inherited Sampling Qualifications list on the Qualifications tab, each row represents one sampling qualification inherited through the associated material category. You can view, but not change or delete inherited qualifications. Each row contains an Actions button and current values for the following fields:

• ID

• Type

• Description

• Effective Date

• Expiration Date

• Status

• Active

Locate a specific sampling qualification by typing criteria in the Quick Find search box or by clicking Show first 10. The system displays a list of rows for all the sampling qualifications that match your search criteria. You can view but not change information in a row.

To view or maintain more information for a sampling qualification, click the qualification ID link or select Open from the Actions menu on the qualification row. The system takes you to the Qualification Summary component. For more information, see Changing a Qualification.

Maintaining Additional Sampling Qualifications

The Additional Sampling Qualifications list on the Qualifications tab contains a list of all the qualifications that have been added specifically for this material.

Locate a specific sampling qualification by typing criteria in the Quick Find search box or click Show first 10. The system displays a list of rows for all the qualifications that match your search criteria.

Each row contains an Actions button and current values for the same fields displayed in the Inherited Sampling Qualification list above. You can change values in the Effective Date, Expiration Date, and Status fields.

To view or maintain more information for a sampling qualification, click the qualification ID link or select Open from the Actions menu on the qualification row to go to the Qualification Summary component. For more information, see Changing a Qualification.

To delete a material qualification, select Delete from the Actions menu on the qualification row. To reverse the delete action, click the Undo button.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.

Adding a New Sampling Qualification to the Material

To add a new sampling qualification for the material, follow these steps:

1. Navigate to the Material Summary, click the Qualifications tab, scroll to the Additional Sampling Qualifications list, and then click the Select Sampling Qualifications button.
   
   The system displays a modal window for selecting qualifications.

2. Locate the sampling qualification you want to add by typing criteria in the Quick Find search box, or by clicking Show first 10.
   
   The system lists all the sampling qualifications that meet your search criteria.

3. Click the row for each qualification you want to add.
   
   The system adds a check mark beside each qualification you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Material button.
   
   The system closes the modal window and adds the new qualifications to the list on the Qualifications tab. You can delete a newly added qualification by clicking the Delete button on the qualification row.

5. When you are finished, click the Save button to apply your changes.
   
   The system displays a message to confirm that your changes were saved in the database.

Related topics:

Changing a Qualification