Using the Worksheet to Receive Samples at a Lab Unit

Note: If your agency does not use worksheets to manage test queues, see Receiving Samples at Lab Unit.

The Receive Sample at Lab Unit component is a worksheet that provides a quick way to review a list of samples and mark them as received at one or more lab units for which you are a qualified lab tester.

For a sample record to appear on this component, the current user must be specified as a lab tester for the lab unit on the associated sample record tests, and must also have a testing qualification for the test method on the associated sample record tests (or be marked as an Exempt Tester).

The component lists sample records that have either been marked manually as Received at the Destination Lab, or sample records with the associated lab unit set to bypass the destination lab. If the sample record has already been received in one lab unit and is waiting to be received in another lab unit, it will have a status of Received at Lab Unit or In Testing. Sample records that do not bypass lab units remain in the list until they are marked as received at all of the associated lab units.

To access this component, click the Receive Sample At Lab Unit link in the Materials Worksheet component.

You can locate a sample by typing criteria in the Quick Find search box. You can also enter a value in the Lab Unit field to filter the list to show only samples associated with the specified lab unit that have not yet been marked as received at that lab unit.

Each sample row displays values in these fields:

To mark one or more sample records as received at a lab unit, first specify the lab unit in the Receive at Lab Unit field. Next, click the check box at the beginning of the row for each sample record you want to mark as being received at the selected lab unit. When you are finished, click the Mark as Received button. The system marks the selected sample records as received at the lab unit and displays a message to confirm that your changes were saved.

When you mark a sample record as received, the system changes the sample status to Received at Lab Unit, and enters the current date in the Received field on the Enter Test Results component.

Note: Whenever a sample record test status is changed, the system checks for the presence of a matching alternate test workflow. If one is found, the system changes the test status to the status indicated by the alternate test workflow. See Maintaining Alternate Test Workflows for more information.

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