Managing Sample Records
A sample record contains information about a material that was sampled, tested on location, reviewed for appearance, or otherwise assessed. The Sample Record Overview lists all of the sample records for which your active user role has security access to view.
Throughout the system, access is restricted to show only those sample records associated with your administrative office or an office that is lower in the administrative office hierarchy. Your administrative office is determined by the contract authority assigned to your active user role. If a sample record is associated with contract project items, you must also have contract authority for the parent contract in order to access the sample record or associated tests. In addition, if a sample record is associated with a limited sample access role, only users who are logged on with that role can access the sample record and its associated tests.
You can access the overview by clicking the Sample Records link in the Materials component. Each row represents one sample record and displays values in these fields:
You can locate a specific sample record by typing criteria in the Quick Find search box on the Sample Record Overview. You can also perform an advanced search by using the Find Sample Record component. See Finding Sample Records for more information.
To create a new sample record, select Add from the Actions menu on the component header. See Creating a Sample Record for more information.
To create a new sample record by copying selected data from an existing sample record, with selected sample data, select Copy from the Actions menu on the sample row. See Copying a Sample Record for more information.
To delete a sample record, select Delete from the Actions menu on the sample row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button. To save your changes, click the Save button.
To open a sample record, click the Sample ID link, or select Open from the Actions menu on the sample row. See Maintaining a Sample Record for more information.
To authorize a sample record, select Authorize from the Actions menu on the sample row. See Authorizing a Sample Record.
To enable changes to an authorized sample record by creating an editable copy of the sample record with a new sample ID, select Revise from the Actions menu on the sample row. See Revising an Authorized Sample Record.
To create one or more editable copies of a sample record, select Split Sample Record from the Actions menu on the sample row. See Splitting a Sample Record for more information.
To remove authorization from a sample record without creating a new editable copy of the record, select Unauthorize from the Actions menu on the sample row. The system clears the values in the Authorized By and Authorized Date fields and saves the changes automatically. The sample record is no longer read-only and can be modified as needed.
If a sample record was created by copying the materials information in the Daily Source Report Summary component, you can go to the DSR Summary by selecting DSR from the Views section of the Actions menu on the sample record row.
