Differences

This shows you the differences between two versions of the page.

--- cats:procedures:sampling:addreviewsamples [2018/05/03 15:22] – jen
+++ cats:procedures:sampling:addreviewsamples [2019/02/20 15:01] (current) – amanda
@@ Line 1: / Line 1: @@
-=====Managing Sampling in CATS=====
+=====Managing Samples in CATS=====
 {{entry>0;Sample Types;-}}{{entry>0;Add Samples;-}}{{entry>0;Sampling Reports;-}}
 {{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.
@@ Line 10: / Line 10: @@
 ====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.
-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**. \\
-[{{:cats:procedures:sampling:sampling_addsamplemenu.png?900|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.\\
   * 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.
-[{{:cats:procedures:sampling:sampling_addbatchsamplesgrid.png?600|Add sample grid}}]
+[{{:cats:procedures:sampling:sampling_addbatchsamplesgrid.png?900|Add sample grid}}]
 For example, click in the sample type box. Type in the sample type code. Or you can type in one letter, press enter and then select your sample type form the pop up box. Select your sample type and press **Continue**.\\
 [{{:cats:procedures:sampling:sampling_addsample.png?600|}}]
-Press **Apply** when finished.\\
+Continue to enter criteria for the sample. Once you have added the samples, select **Save** on the top menu.
-[{{:cats:procedures:sampling:sampling_addingpre-shipsample.png?|Adding a pre-shipment sample}}]
+[{{:cats:procedures:sampling:sampling_saveaddedsample.png?900|Save samples}}]
+CATS will save the samples.
+[{{:cats:procedures:sampling:sampling_sampleaddedbox.png?|Sample have been added.}}]
+====Sample Management Screen====
+You can review or edit a sample at any time. Select **Traffic** > **Sampling** > **Review Samples**.\\
+[{{:cats:procedures:sampling:sampling_accessmenureviewsample.png?direct|Access menu to review sample}}]
+Select the sample entry to review and press **Continue**.
+[{{:cats:procedures:sampling:sampling_selectsampleentrytoreview.png?direct|Select the sample to review}}]
 On the sample management screen, you can see the status of the pre-shipment sample entry you have added.
@@ Line 56: / Line 64: @@
 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}}]
 Enter info and press **Apply**.
@@ Line 63: / Line 71: @@
 <note tip>Samples that do not have marks on it will not show up in the sample entry review.</note>
-====Review Existing Samples====
+====Linking Samples to Location Screens====
-You can review or edit a sample at any time. Select **Traffic** > **Sampling** > **Review Samples**.\\
+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.
-[{{:cats:procedures:sampling:sampling_accessmenureviewsample.png?direct|Access menu to review sample}}]
-Select the sample entry to review and press **Continue**.
-[{{:cats:procedures:sampling:sampling_selectsampleentrytoreview.png?direct|Select the sample to review}}]
-Once you select your sample, the sample management screen will show. From here you can edit the sample details, enter a sampling result, delete the sample entry, or modify the sample marks.
+====Adding Sampling Results directly to Marks====
-[{{:cats:procedures:sampling:sampling_editasampleinreview.png?direct|Reviewing a sample.}}]
-===Forward a Sample (Child Link)===
+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.
+Go to **Contract > Purchase > Location**.
+[{{:cats:procedures:sampling:sampling_addingsamplingtomarks.png?direct|Edit mark access menu}}]
+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.}}]
+Double-click on the mark to open it for Edit/Review.
+[{{:cats:procedures:sampling:sampling_addingsamplingtomarks2.png?direct|Click on the mark}}]
+Add in the sampling results on this page.
+[{{:cats:procedures:sampling:sampling_addingsamplingtomarkresult.png?direct&800|Add sampling results}}]
+Once you add the sampling results you can leave it as pending, or approve or reject it.
+[{{:cats:procedures:sampling:sampling_addingsamplingtomarkapproved.png?direct&800|}}]
+[{{:cats:procedures:sampling:sampling_addingsamplingtomarkrejected.png?direct&800|}}]
+====Forward a Sample (Child Link)====
 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}}]
@@ Line 90: / Line 117: @@
 ====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}}]
@@ Line 97: / Line 124: @@
   * Add - To add a new 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.\\
 [{{: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====
 Use the scan marks tool to see detailed records of all traffic marks attached to a sample. Go to **Traffic > Sampling > Scan Marks**.\\
@@ Line 129: / Line 137: @@
 [{{:cats:procedures:sampling:sampling_scanmarks.png?direct|}}]
-====Adding Sampling Results directly to Marks====
-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.
-Go to **Contract > Purchase > Location**.
-[{{:cats:procedures:sampling:sampling_addingsamplingtomarks.png?direct|Edit mark access menu}}]
-Choose the contract specific to the mark you are adding to.
-[{{:cats:procedures:sampling:sampling_addingsamplingtomarks1.png?direct|Choose the contract.}}]
-Double-click on the mark.
-[{{:cats:procedures:sampling:sampling_addingsamplingtomarks2.png?direct|Click on the mark}}]
-Add in the sampling results on this page.
-[{{:cats:procedures:sampling:sampling_addingsamplingtomarkresult.png?direct&800|Add sampling results}}]
-Once you add the sampling results you can leave it as pending, or approve or reject it.
-[{{:cats:procedures:sampling:sampling_addingsamplingtomarkapproved.png?direct&800|}}]
-[{{:cats:procedures:sampling:sampling_addingsamplingtomarkrejected.png?direct&800|}}]
-====Working with a Sampling Order====
-Once a traffic form (SO) is created, you can add a sample to the order. Go to **Sample** on the top menu bar.
-[{{:cats:procedures:sampling:samplingorder_addsample.png?|Adding a sample to a traffic form.}}]
-Choose to add a received or outgoing sample.
-[{{:cats:procedures:sampling:samplingorder_addreceivedsample.png?|Adding a sample to a traffic form}}]
-Select the sample type and then **Continue**.
-[{{:cats:procedures:sampling:samplingorder_selectsampletype.png?|Select sample type}}]
-Next, add the details to the sample entry. Press **Apply** to continue.
-[{{:cats:procedures:sampling:samplingorder_addsampleentry.png?|Add details to the sample}}]
-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"}}