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cats:procedures:sampling:addreviewsamples [2018/05/08 14:59] – [Adding Sample Entries] jen | cats:procedures:sampling:addreviewsamples [2019/02/20 15:01] (current) – amanda | ||
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- | =====Managing | + | =====Managing |
{{entry> | {{entry> | ||
{{entry> | {{entry> | ||
- | 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**. \\ | ||
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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. |
[{{: | [{{: | ||
Enter info and press **Apply**. | Enter info and press **Apply**. | ||
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This entry will not be tied to any traffic material, so is best used for situations where you're sampling material without a purchase contract or if you want to enter a multiple results for the same sample. | This entry will not be tied to any traffic material, so is best used for situations where you're sampling material without a purchase contract or if you want to enter a multiple results for the same sample. | ||
<note tip> | <note tip> | ||
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+ | ====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. | ||
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+ | ====Adding Sampling Results directly to Marks==== | ||
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+ | You may want to show something has been sampled without creating a sampling order. You can add the sampling result directly to the mark. You can also approve or reject the sampling result from here. | ||
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+ | Go to **Contract > Purchase > Location**. | ||
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+ | Select the contract number from the list to see marks for this contract, then pick **Continue**. | ||
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+ | Double-click on the mark to open it for Edit/ | ||
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+ | Add in the sampling results on this page. | ||
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+ | Once you add the sampling results you can leave it as pending, or approve or reject it. | ||
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====Forward a Sample (Child Link)==== | ====Forward a Sample (Child Link)==== | ||
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From the sample management screen, go to **Forward** on the top menu bar. | From the sample management screen, go to **Forward** on the top menu bar. | ||
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Select sample type and press **Continue**.\\ | Select sample type and press **Continue**.\\ | ||
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Add the sent sample entry and press **Apply**.\\ | Add the sent sample entry and press **Apply**.\\ | ||
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Sample has been added and will show on screen. | Sample has been added and will show on screen. | ||
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The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\ | The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\ | ||
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When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample. | When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample. | ||
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====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**.\\ |
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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.\\ | ||
[{{: | [{{: | ||
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- | ====Creating a Sampling Order from a Sample==== | ||
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- | 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**.\\ | ||
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- | Enter an order number and press **Save**.\\ | ||
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- | Enter an account code and press **Apply**.\\ | ||
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- | The sampling order is complete. Go to **Prn** on top menu bar to choose a print option.\\ | ||
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====Scanning Marks==== | ====Scanning Marks==== | ||
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Use the scan marks tool to see detailed records of all traffic marks attached to a sample. Go to **Traffic > Sampling > Scan Marks**.\\ | Use the scan marks tool to see detailed records of all traffic marks attached to a sample. Go to **Traffic > Sampling > Scan Marks**.\\ | ||
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- | ====Adding Sampling Results directly to Marks==== | ||
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- | You may want to show something has been sampled without creating a sampling order. You can add the sampling result directly to the mark. You can also approve or reject the sampling result from here. | ||
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- | Go to **Contract > Purchase > Location**. | ||
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- | Choose the contract specific to the mark you are adding to. | ||
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- | Double-click on the mark. | ||
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- | Add in the sampling results on this page. | ||
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- | Once you add the sampling results you can leave it as pending, or approve or reject it. | ||
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- | ====Working with a Sampling Order==== | ||
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- | Once a traffic form (SO) is created, you can add a sample to the order. Go to **Sample** on the top menu bar. | ||
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- | Choose to add a received or outgoing sample. | ||
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- | Select the sample type and then **Continue**. | ||
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- | Next, add the details to the sample entry. Press **Apply** to continue. | ||
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- | The sample has been created. Press **Exit** to return to the traffic form. | ||
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- | ====Run a Sampling Report==== | ||
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- | 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: | ||
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- | To run a sampling report select **Traffic > Sampling > Sampling Report**.\\ | ||
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- | Select the report format. You can modify and print report from this screen. | ||
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- | Choose **Modify** to change order or columns. | ||
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- | Choose **Print** to print the report. | ||
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- | Sampling report.\\ | ||
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- | {{tag>" |