Maintaining Sampler Qualifications

The Sampler tab on the Person Qualifications Summary contains a list of sampling qualifications assigned to the selected person. In order to be listed as the sampler for a sample record, a person must have the same sampling qualification as the material. Sampling qualifications are recorded as reference data and then added for each person and material as appropriate.

Each sampling qualification row contains an Actions button and current values for the following fields:

• Qualification ID

• Qualification Type

• Qualification Description

• Effective Date

• Expiration Date

• Status

• Active

Locate a specific qualification by scrolling through the list or by typing criteria in the Quick Find search box. The system displays a list of rows for sampling qualifications that match your search criteria.

To view or change information about a qualification, click anywhere in the row. The row expands to provide access to additional fields. Click in any of the following fields and add or change information as needed:

• Effective Date

• Expiration Date

• Status

• Remark Type

• Remark

To add a remark, first select the type of remark from the Type field, then enter explanatory text in the Remarks text box. To delete a newly added remark, click the Delete button to the right of the remark. You can delete a saved remark by clicking the Mark for Deletion button. You can undo the mark for deletion by clicking the Undo button.

To delete a sampling qualification, select Delete from the Actions menu on the qualification row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

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

To view reference data for a qualification, click the Qualification ID link on the expanded qualification row. The system takes you to the Qualifications Summary component, which enables you to view and modify the reference data associated with the sampling qualification.

Adding a Sampling Qualification to a Person

When you add a qualification to a person, you select an existing qualification from reference data.

1. On the Person Qualifications Summary component, click the Sampler tab.
2. Click the Select Sampling Qualifications button.
   
   The system opens the Select Sampling Qualifications modal window, which displays rows of sampling qualification reference data already entered in the system.

2. Select the row for each qualification you want to add for this person.
   
   The system adds a green check mark beside each row you select and shades the row blue. To cancel a selection, click the selected row again.

3. When you are finished selecting qualifications, click the Add to Sampler button.
   
   The system closes the modal window and takes you to the Sampler tab on the Person Qualifications Summary component with a new sampling qualification added to the list.

4. If needed, enter values in the Effective Date, Expiration Date, Status, Remark Type, and Remark fields for each new 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.

Related topics:

Maintaining Person Qualifications

Maintaining Qualifications