Differences

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

--- cats:procedures:sampling:addreviewsamples [2018/05/08 14:59] – [Adding Sample Entries] 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**. \\
@@ Line 64: / 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 70: / Line 70: @@
 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>Samples that do not have marks on it will not show up in the sample entry review.</note>
+====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.
+====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}}]
+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)====
@@ Line 76: / Line 100: @@
 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 89: / 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 96: / 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 128: / 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"}}