Differences

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

--- cats:procedures:sampling:addreviewsamples [2018/06/21 14:58] – [Forward a Sample (Child Link)] 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;-}}
@@ 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 71: / Line 71: @@
 <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====
-====Scanning the List of Sample Entries====
+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.
-To see a list of all samples go to, **Traffic > Sampling > Scan samples**.\\
-[{{:cats:procedures:sampling:sampling_scansampleaccessmenu.png?direct|Scan sample access menu}}]
-The list of samples will show. You can **Add, Review or Edit** the scans from the top menu bar.
-  * 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.\\
-Press **Exit** to return to main menu.\\
-[{{:cats:procedures:sampling:sampling_samplingscan.png?direct|Scan of sample entries}}]
-====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**.\\
-[{{:cats:procedures:sampling:sampling_scanmarksmenu.png?direct|}}]
-Here is a list of all marks.\\
-[{{:cats:procedures:sampling:sampling_scanmarks.png?direct|}}]
 ====Adding Sampling Results directly to Marks====
@@ Line 103: / Line 81: @@
 [{{: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.}}]
-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}}]
@@ Line 117: / Line 95: @@
 [{{: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}}]
+**Exit** to return to main menu.\\
+====Scanning the List of Sample Entries====
+To see a list of all samples, go to **Traffic > Sampling > Scan samples**.\\
+[{{:cats:procedures:sampling:sampling_scansampleaccessmenu.png?direct|Scan sample access menu}}]
+The list of samples will show. You can **Add, Review or Edit** the scans from the top menu bar.
+  * Add - To add a new sample.\\
+  * Edit - Choose edit to make any changes or add additional criteria to this sample.\\
+  * Delete - To delete this sample entry.\\
+Press **Exit** to return to main menu.\\
+[{{:cats:procedures:sampling:sampling_samplingscan.png?direct|Scan of sample entries}}]
+====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**.\\
+[{{:cats:procedures:sampling:sampling_scanmarksmenu.png?direct|}}]
+Here is a list of all marks.\\
+[{{:cats:procedures:sampling:sampling_scanmarks.png?direct|}}]