cats:procedures:sampling:addreviewsamples

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cats:procedures:sampling:addreviewsamples [2018/05/08 13:45] – jencats:procedures:sampling:addreviewsamples [2019/02/20 14:59] – amanda
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-=====Managing Sampling in CATS===== +=====Managing Samples in CATS===== 
 {{entry>0;Sample Types;-}}{{entry>0;Add Samples;-}}{{entry>0;Sampling Reports;-}} {{entry>0;Sample Types;-}}{{entry>0;Add Samples;-}}{{entry>0;Sampling Reports;-}}
 {{entry>0;Add Sample Entries;-}}{{entry>0;Create Sample Order from Sample;-}} {{entry>0;Add Sample Entries;-}}{{entry>0;Create Sample Order from Sample;-}}
-This section has information on adding and reviewing sampling results, including attaching specific traffic marks to the samples, creating Sampling Orders from a sample entry, and running reports of sampling results.+This section has information on adding and reviewing sampling results, including attaching specific traffic marks to the samples.
  
 Sample entries allow you to record details about the sampling of specific traffic material. You can record key dates, sampler notes, and the overall status of each sample. This information can be tied to specific traffic marks, making the sampling results for any material quickly available from the corresponding traffic screen. Sample entries allow you to record details about the sampling of specific traffic material. You can record key dates, sampler notes, and the overall status of each sample. This information can be tied to specific traffic marks, making the sampling results for any material quickly available from the corresponding traffic screen.
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 ====Adding Sample Entries==== ====Adding Sample Entries====
 You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test.  You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test. 
-To add a received sample go to, **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ +To add a received sample, go to **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ 
 Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\  Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\ 
  
 [{{:cats:procedures:sampling:sampling_addsamplemenu.png?|Add a received sample}}] [{{:cats:procedures:sampling:sampling_addsamplemenu.png?|Add a received sample}}]
- +===Batch Sampling=== 
-This is the grid to add the batch process entries. Enter criteria for the received sample you are adding. +This is the grid to add the batch process entries. Enter criteria for the sample you are adding. 
   * Status, Sample Reference and Date are CATS generated.\\    * Status, Sample Reference and Date are CATS generated.\\ 
   * Sample Type, Supplier, Product and Units and Measure must be filled in.\\    * Sample Type, Supplier, Product and Units and Measure must be filled in.\\ 
-  * Purchase Number, Customer Reference ect. are optional.\\ +  * Contract Number, Customer Reference, Country etc. are optional.\\ 
  
 Click in any box and start typing to add a sample.  Click in any box and start typing to add a sample. 
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 CATS will display a dialog with the traffic mark information for the selected record. CATS will display a dialog with the traffic mark information for the selected record.
  
-Finally, you can add line item to the sample manually by selecting **Marks** > **Add** from the menu.+Finally, you can add line items to the sample manually by selecting **Marks** > **Add** from the menu.
 [{{:cats:procedures:sampling:sampling_addmarks_001.png?direct|Add a mark}}] [{{:cats:procedures:sampling:sampling_addmarks_001.png?direct|Add a mark}}]
 Enter info and press **Apply**.   Enter info and press **Apply**.  
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 <note tip>Samples that do not have marks on it will not show up in the sample entry review.</note> <note tip>Samples that do not have marks on it will not show up in the sample entry review.</note>
  
-====Forward a Sample (Child Link)==== +====Linking Samples to Location Screens==== 
- +To indicate that a particular sample is now associated with a container that is on a location screen, you can link the sample to the screen.
-You can send a sample you are sampling to others to try as well. Go to, **Traffic > Sampling > Review Samples**.\\  +
-From the sample management screen, go to **Forward** on the top menu bar.  +
-[{{:cats:procedures:sampling:sampling_forwardasample.png?direct|Forward a sample}}] +
-Select sample type and press **Continue**.\\  +
-[{{:cats:procedures:sampling:sampling_selectsampletypetoforward.png?direct|Select sample type}}] +
-Add the sent sample entry and press **Apply**.\\  +
-[{{:cats:procedures:sampling:sampling_addsampletypetoforward.png?direct|Add sample sent entry}}] +
-Sample has been added and will show on screen.  Press **Exit** to return to the scan sample page.   +
-[{{:cats:procedures:sampling:sampling_sampleadded.png?direct|Sample screen}}] +
-The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\  +
-[{{:cats:procedures:sampling:sampling_childlink.png?direct|Child Link Column}}] +
-When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample.  +
-[{{:cats:procedures:sampling:sampling_linkedsamples.png?direct|Linked samples}}] +
-**Exit** to return to main menu.\\ +
  
 ====Scanning the List of Sample Entries==== ====Scanning the List of Sample Entries====
-To see a list of all samples go to, **Traffic > Sampling > Scan samples**.\\ +To see a list of all samples, go to **Traffic > Sampling > Scan samples**.\\ 
  
 [{{:cats:procedures:sampling:sampling_scansampleaccessmenu.png?direct|Scan sample access menu}}] [{{:cats:procedures:sampling:sampling_scansampleaccessmenu.png?direct|Scan sample access menu}}]
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   * Add - To add a new sample.\\    * Add - To add a new sample.\\ 
   * Edit - Choose edit to make any changes or add additional criteria to this sample.\\    * Edit - Choose edit to make any changes or add additional criteria to this sample.\\ 
-  * Delete - Will delete this sample entry.\\ +  * Delete - To delete this sample entry.\\ 
 Press **Exit** to return to main menu.\\  Press **Exit** to return to main menu.\\ 
  
 [{{:cats:procedures:sampling:sampling_samplingscan.png?direct|Scan of sample entries}}] [{{:cats:procedures:sampling:sampling_samplingscan.png?direct|Scan of sample entries}}]
- 
-====Creating a Sampling Order from a Sample==== 
- 
-To create a sampling order, open the sample that you want to create an order. Once the sample screen is open go to **SO** on the top menu bar and choose **Add Sample Order**.\\  
- 
-[{{:cats:procedures:sampling:sampling_addinganso.png?|Adding a sampling order}}] 
- 
-Enter an order number and press **Save**.\\  
- 
-[{{:cats:procedures:sampling:sampling_addtrafficformso.png?|Creating a sampling order.}}] 
- 
-Enter an account code and press **Apply**.\\  
- 
-[{{:cats:procedures:sampling:sampling_addaccountcodeso.png?|Add an account code}}] 
- 
-The sampling order is complete. Go to **Prn** on top menu bar to choose a print option.\\  
- 
-[{{:cats:procedures:sampling:sampling_samplingorder.png?|Sampling order}}] 
  
 ====Scanning Marks==== ====Scanning Marks====
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 [{{:cats:procedures:sampling:sampling_addingsamplingtomarks.png?direct|Edit mark access menu}}] [{{:cats:procedures:sampling:sampling_addingsamplingtomarks.png?direct|Edit mark access menu}}]
  
-Choose the contract specific to the mark you are adding to.+Select the contract number from the list to see marks for this contract, then pick **Continue**.
 [{{:cats:procedures:sampling:sampling_addingsamplingtomarks1.png?direct|Choose the contract.}}] [{{:cats:procedures:sampling:sampling_addingsamplingtomarks1.png?direct|Choose the contract.}}]
  
-Double-click on the mark.+Double-click on the mark to open it for Edit/Review.
 [{{:cats:procedures:sampling:sampling_addingsamplingtomarks2.png?direct|Click on the mark}}] [{{:cats:procedures:sampling:sampling_addingsamplingtomarks2.png?direct|Click on the mark}}]
  
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 [{{:cats:procedures:sampling:sampling_addingsamplingtomarkrejected.png?direct&800|}}] [{{:cats:procedures:sampling:sampling_addingsamplingtomarkrejected.png?direct&800|}}]
  
-====Working with a Sampling Order====+====Forward a Sample (Child Link)====
  
-Once a traffic form (SO) is created, you can add a sample to the order. Go to **Sample** on the top menu bar. +You can send a sample you are sampling to others to try as well. Go to, **Traffic > Sampling > Review Samples**.\\  
-[{{:cats:procedures:sampling:samplingorder_addsample.png?|Adding a sample to a traffic form.}}] +From the sample management screen, go to **Forward** on the top menu bar.  
- +[{{:cats:procedures:sampling:sampling_forwardasample.png?direct|Forward a sample}}] 
-Choose to add a received or outgoing sample.  +Select sample type and press **Continue**.\\  
- +[{{:cats:procedures:sampling:sampling_selectsampletypetoforward.png?direct|Select sample type}}] 
-[{{:cats:procedures:sampling:samplingorder_addreceivedsample.png?|Adding a sample to a traffic form}}] +Add the sent sample entry and press **Apply**.\\  
- +[{{:cats:procedures:sampling:sampling_addsampletypetoforward.png?direct|Add sample sent entry}}] 
-Select the sample type and then **Continue**. +Sample has been added and will show on screen.  Press **Exit** to return to the scan sample page.   
-[{{:cats:procedures:sampling:samplingorder_selectsampletype.png?|Select sample type}}] +[{{:cats:procedures:sampling:sampling_sampleadded.png?direct|Sample screen}}] 
- +The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\  
-Next, add the details to the sample entry. Press **Apply** to continue. +[{{:cats:procedures:sampling:sampling_childlink.png?direct|Child Link Column}}] 
- +When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample.  
-[{{:cats:procedures:sampling:samplingorder_addsampleentry.png?|Add details to the sample}}] +[{{:cats:procedures:sampling:sampling_linkedsamples.png?direct|Linked samples}}] 
- +**Exit** to return to main menu.\\ 
-The sample has been created. Press **Exit** to return to the traffic form. +
-[{{:cats:procedures:sampling:samplingorder_samplecreated.png?|Sample }}] +
- +
- +
-====Run a Sampling Report==== +
- +
-The sampling report allows you to generate reports of all the sample information entered in CATS. For more information on creating and working with reports in CATS see [[cats:procedures:createareport|Creating a report]]. +
- +
-To run a sampling report select **Traffic > Sampling > Sampling Report**.\\  +
- +
-[{{:cats:procedures:sampling:sampling_samplingreportaccessmenu.png?|Sampling report access menu}}] +
- +
-Select the report format. You can modify and print report from this screen.  +
- +
-[{{:cats:procedures:sampling:sampling_samplingreportselectformat.png?|Creating a sampling report}}] +
- +
-Choose **Modify** to change order or columns.  +
- +
-[{{:cats:procedures:sampling:sampling_selectcolumnsandorder.png?direct|Select order and columns for report}}] +
- +
-Choose **Print** to print the report.  +
-[{{:cats:procedures:sampling:sampling_printsamplingreport.png?direct|Choose format and print report}}] +
- +
-Sampling report.\\+
  
-[{{:cats:procedures:sampling:sampling_samplingreport.png?direct|Sampling report}}] 
  
-{{tag>"sample types" "add samples" "scan samples" "scan marks" "sampling report" "child link"}} 
  • cats/procedures/sampling/addreviewsamples.txt
  • Last modified: 2019/02/20 15:01
  • by amanda