Using the Worksheet to Maintain Test Queues

• Note: If your agency does not use worksheets to manage test queues, see Using Worksheets to Manage Test Queues.

The Maintain Test Queue component is a worksheet that provides a quick way to review the list of sample record tests that are currently in testing or in the testing queue. You can use the worksheet to split a sample record, add tests or test runs to a sample record, or cancel tests.

The list is filtered to show only those sample record tests appropriate for your user account. For a test to appear in the list, the current user must be a lab tester for the lab unit associated with the sample record test (or be marked as an Exempt Tester).

The worksheet lists only sample records that have an appropriate status, as determined by agency options. By default, the sample record statuses included are Pending, Logged, Received at Destination Lab, Received at Lab Unit, and In Testing. For more information, see Setting Agency Options for Test Queues.

To access this component, select Maintain Test Queue in the Materials Worksheets component. For information about using the standard features of a worksheet, see Working with Worksheets.

To locate a sample record test, type criteria in the Quick Find search box. You can also enter a value in the Lab Unit ID field to filter the list to show only tests associated with the selected lab unit. The system displays sample rows that match your criteria.

Each sample row includes an Actions button and values in these fields:

• Sample ID

• Contracts

• Lab Control Number

• Lab Ref Num

• Test Method

• Test Description

• Test Number

• Reportable

• MAA

• Lab Unit

• Received at Lab Unit

• Priority

• Planned Test Start Date

• Due Date

• Material Code

• Material Name

• Test Status

• Sample Type

• Seal Number

• Sample Remarks

• Test Remarks

• Charge Amount

• Link To

To view or record a remark for a sample record or a sample record test, click the link in the appropriate Remarks field on that row. The system takes you to the General tab of the Summary component. For more information, see Recording Remarks.

To view or edit additional information about a sample record, click the link in the Sample ID field in that row to go to the Sample Record Summary. See Maintaining a Sample Record for more information.

To view or edit additional information about a sample record test, click the link in the Test Number field in that row to go to the Sample Record Test Summary. See Maintaining Sample Record Tests for more information.

To add another test run for an existing test, select Add Test Run from the Tasks section of the row Actions menu. The Add Test Run command is not available for tests that are marked as required. The system duplicates the row, increments the test number by one, and saves the change automatically.

To assign tests to a sample record, select Assign Tests from the Tasks section of the row Actions menu. The system takes you to the Assign Tests guided process. See Assigning Tests to a Sample Record for more information.

To split a sample record into one or more editable copies, select Split Sample Record from the Tasks section of the row Actions menu. See Splitting a Sample Record for more information.

To view the testers assigned to perform a sample record test, select Testers from the Views section of the row Actions menu. The system takes you to the Testers tab on the Sample Record Test Summary. For more information, see Maintaining Testers for a Sample Record.

If an agency view is associated with a sample record test, you can access it by selecting the agency view name from the Actions menu on the test row. Note that data in the agency view cannot be modified if the agency view association is inactive, or if the current test status is not selected for the Enter Test Results queue agency option. For general information about agency views, see Understanding Agency Views Understanding Agency Views.

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

Canceling a Test Run

To cancel a test run, the system requires that you first enter a remark with a remark type of Cancelled. Follow these steps to cancel a test run:

1. Click the link in the Test Number field.
   
   The system takes you to the General tab of the Sample Record Test Summary.

2. In the Remarks section at the bottom of the General tab, click the down arrow in the Type field, and select Cancelled. In the Remarks box, type the reason for cancelling the test.

3. Click Save.

4. Return to the Maintain Test Queue worksheet

5. Change the setting in the Test Status field to Test Cancelled.

6. Click Save.

Related topics:

Maintaining a Sample Record

Maintaining Sample Record Tests

Using Worksheets to Manage Test Queues