Sampling [CATS Knowledge Base]

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=====Sampling=====
If you want information about managing samples in CATS, go to wiki page [[cats:procedures:sampling:addreviewsamples|Managing sampling in CATS.]]
For information on how sampling interacts with traffic, see below.

CATS can manage the samples that you send to your customers and track their responses. This is independent of your own internal sampling. 

Each sample can have a status of "Pending" - "Accepted" - "Rejected", depending on the result of the customer's sampling.

[{{:cats:features:traffic:sampling:markdialog.png?nolink&800|Sample results are displayed on the mark.}}]

Samples are tracked per traffic mark (marks usually correspond to a specific container or lot but can be any size). Entering information in a blank row will generate a new sampling result entry.

<note>If there are no blank rows, click on the green plus icon {{:cats:features:traffic:sampling:greenplus.png|}} to create a new row.</note>

Specify the status of a sampling entry by clicking on the result icon to toggle through the 3 stages (Pending:{{:cats:features:traffic:sampling:greypending.png?nolink|}}, Accepted:{{:cats:features:traffic:sampling:greenaccepted.png?nolink|}}, or Rejected:{{:cats:features:traffic:sampling:redrejected.png?nolink|}}). CATS will update the result date when the status of the entry is changed.

You can "attach" a particular sampling result to a sale from the traffic mark by clicking on the [attach] link corresponding to the entry.

[{{:cats:features:traffic:sampling:attachsampletosale.png?nolink|Enter the sale contract number to attach the sample to a sale.}}]

Along with the individual sampling entries, each traffic mark has an overall status which is set automatically when a sample is approved or rejected. (The overall result can also be manually modified). This information also appears on traffic reports.

<note>To see the overall status field on the mark, you need to select it in the [[Displayed Columns]] interface. </note>

A single traffic mark can have as many sampling entries as necessary, though only the latest three will show on the mark at once. You can see the full list of sampling entries for a mark by clicking on the book icon {{:cats:features:traffic:sampling:bluebook.png?nolink|}}.

[{{:cats:features:traffic:sampling:scanforonelocation.png?nolink&800|The sampling scan.}}]

====Working With Sampling Orders====
Sample results usually correspond to [[Sampling Order]] documents.

CATS will automatically generate sample result entries when a sampling order is created from the location screen or when new marks are added to a sampling order.

If you try to sample the same material to the customer, CATS will issue a warning and ask you to confirm your selection.

You can manage the sampling results for a particular sampling order by selecting ''Results'' from the order screen menu. This will bring up the sampling result scan showing all the entries for the current order.

====The Sample Results Scan====
You can access the sampling results scan from the main menu by selecting ''File'' > ''Traffic'' > ''Sampling'' > ''Samples Sent''. This will bring up a list of all sampling results entered in the system.

The scan provides a number of filters to assist in finding the record you want.
[{{:cats:features:traffic:sampling:scanfilters.png?nolink|Specify filters to limit the records displayed.}}]

As with other scans you can add, edit and delete entries here.
[{{:cats:features:traffic:sampling:adddialog.png?nolink|Adding or editing a sampling result entry.}}]

The ''Tools'' menu allows you to perform result related functions:
[{{:cats:features:traffic:sampling:scantools.png?nolink|The ''Tools'' menu.}}]

===Batch Approval Sub-Menu===
Use the ''Batch Approval'' sub-menu to convert all listed entries to a particular status.

===Sampling Order Sub-Menu===
Use the ''Sampling Order'' sub-menu to attach or detach the currently selected sampling result to/from a particular sampling order.

===Sale Contract Sub-Menu===
Use the ''Sale Contract'' sub-menu to attach or detach the currently selected sampling result to/from a particular sale.

===Make Independent Option===
The ''Make Independent'' option will detach the currently selected sampling result from its parent result. When a location screen is subdivided or a mark is copied, the sampling results for that mark are "cloned". Any changes to the sampling status of any of the clones will be reflected on all of the clones. Use this option to specify that CATS should not update this sampling result in that way.

====Sampling Report====
Alongside the sample result scan, there's the Sampling Report which uses the CATS report designer to provide highly customizable reports of your sample results. To access the sampling report, select ''File'' > ''Traffic'' > ''Sampling'' > ''Sampling Report''.{{tag>sampling}}