Using the Worksheet to Review Tests

• Note: If your agency does not use worksheets to manage test queues, see Reviewing Tests.

The Review Tests component is a worksheet that provides a quick way to review a list of sample record tests and their results. You can then mark a test as reviewed, request a retest, or requeue it.

The worksheet 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 specified as a lab tester for the lab unit associated with the sample record test, and must also have a testing qualification for the test method on the sample record test (or be marked as an Exempt Tester).

The worksheet 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. You must also have a testing qualification for the test method on the sample record tests.

A test is listed only if it has an appropriate test status, as determined by agency options. By default, the test statuses included are Test Complete, Test Approved by Level 1, and Test Referred Back to Lab. For more information, see Setting Agency Options for Test Queues.

To access this component, select Review Tests 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. The system displays rows for sample record tests that match your search criteria.

Each test row displays read-only values in these fields:

• Reportable

• Lab Control Number

• Sample ID

• Lab Ref Num

• Test Description

• Test Number

• Test Result Value

• Test Status

• Actual Completion Date

• Priority

• Due Date

• Material Code

• Material Name

• Test Method

• Sample Type

• Source ID

• Source Name

• Link To

• Sample Remarks

• Test Remarks

Viewing and Editing

To view or edit additional information about a sample record, click the link in the Sample ID field on that row. The system takes you to the Sample Record Summary (see Maintaining a Sample Record).

To view or edit additional information about a sample record test, click the link in the Test Number field or select Open Sample Record Test from the Views section of the Actions menu on that row. The system takes you to the Sample Record Test Summary (see Maintaining Sample Record Tests.

To view a list of testers assigned to a 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. See Maintaining Testers for a Sample Record Test for more information.

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.

View and Record a Remark

To view and/or record a remark for a sample record or a sample record test:

1. Locate the sample test in the worksheet.

2. Click the link in the Sample Remarks or Test Remarks field, respectively. This will take you to the General tab of the corresponding Summary component.

3. Scroll down to find the Remarks tab on the appropriate Summary component. 

4. View and/or record remarks (see Recording Remarks for more information). 

Mark a Test as Reviewed

To mark a test:

1. Reviewed by Level 1: The test must have a test status of Test Completed or higher. 
2. Reviewed by Level 2: The test must have a test status of Test Completed or Reviewed by Level 1.
3. Note: These commands may not be available unless your active user role is assigned access rights (see See Assigning Service Access Rights to a Role for more information).

To mark a test as reviewed:

1. Locate the test you want marked as reviewed in the worksheet.

2. Click the row Actions menu. 

3. Select either the Mark Test Reviewed by Level 1 or Mark Test Reviewed By Level 2 under the Tasks section.

To mark multiple tests as reviewed:

1. Click on the check box for each test you want marked as reviewed.

2. Select either the Mark Test Reviewed By Level 1 or Mark Test Reviewed By Level 2 button at the bottom of the worksheet. 

• 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). 

Requeue a Test

To requeue a test to the tester for additional review or comments:

1. Locate the test you want to return in the worksheet. 

2. Select Requeue Test from the Tasks section of the row Actions menu. You can also return more than one test by selecting the check box for each test you want to requeue and clicking on the Requeue Test button at the bottom of the worksheet.

The system changes the test status to Requeued and the Test Requeued field to Yes.

Request a Retest

To request that a test be retested:

1. Locate the test you want to retest in the worksheet. 

2. Click the row Actions menu. 

3. Select Request Retest under the Tasks section. A modal window will appear.

4. Enter the number of times you want this test to be performed again on the Number of Retests field of the modal window. 

5. Select one or more testers to perform the test.

6. Click the Save button to finish. 

To request that multiple tests be retested:

1. Click on the check box for each test you want retested in the worksheet.

2. Click the Request Retests button at the bottom of the worksheet. A modal window will appear. 

3. Enter the number of times you want this test to be performed again on the Number of Retests field of the modal window. 

4. Select one or more testers to perform the test.

5. Click the Save button to finish. 

• Note: When selecting multiple sample record tests for retesting, the same number of retests will be created for all selected sample tests. The modal window will also only list qualified lab testers associated with the lab unit(s) of all selected sample tests.

The created retests have the following changes:

• Test status is set to Retest.

• Test Results Value field and MAA checkbox are cleared.

• The Retest Test field is set to Yes.

• Retest Qty field is zero.

• Retest Requested field is No.

• Tester ID field contains the name of the testers you assigned.

• Retests are numbered with the same base number as the original test appended with a decimal point and incremental number (e.g., for retests requested for test minute 3.0, the retests are number 3.1 and 3.2).

The original tests have the following changes:

• Test status is set to Being Retested.

• Retest Qty field now contains the number of retests requested.

• Retest Requested field is set to Yes.

• Retests tab is displayed in the Sample Record Test Summary (see Viewing Retests for a Sample Record Test).

The system adds a new row to the Testers tab on the Sample Record Summary for each tester assigned to a retest. If an agency view is associated with the original sample record test, the system copies the agency view instance to the retest (see Maintaining Test Associations with Agency Views).

Related topics:

Maintaining a Sample Record

Maintaining Sample Record Tests

Using Worksheets to Manage Test Queues