Reporting – Sample Management

Reporting – Sample Management – Overview

Tool Location: Reporting > Sample Management…

The Sample Management form is shown below.


The Sample Management tool helps you to search for samples, find sample values that are within certain percentage of criteria, edit/delete/re-assign/merge the selected samples, and view/print the sample data.

Reporting – Sample Management – Select Samples

1.        Open Sample Management form.

2.        Select Site, or Areas, or Study, or Lab, or Name, or Interval Type, or Location Type, or Start Date, or End Date.

3.        Press the Requery Samples button to search for sample or interval names.

4.        Click on "Interval" button to see the intervals that are selected, select an interval from the interval list.

5.        Click on "Sample" button to see both sample names and interval names that are selected, select a sample/interval from the list.

6.        The sample data shows in the right-hand-side table.

7.        If you want to narrow down the selected data based on a parameter group, select a parameter group from Data Display Criteria.

8.        If you want to see individual samples for each available date/time, check "Advanced Mode".

9.        If you want to see sample data grouped by sample dates, uncheck "Advanced Mode".

Reporting – Sample Management – Edit/Delete/Re-Assign/Merge Samples

1.        Select samples using above steps.

2.        Make sure to check "Advanced Mode".

3.        Make sure to press "Exclude" button.

4.        Select a data row from the data table.

5.        Press Edit Data to check it.

6.        Change values of this parameter.

7.        Press Edit Data again to uncheck it, the changes are saved to the database.

8.        Select a sample date from Sample Dates list, press Delete this Sample button, choose Yes to confirm, then this sample is deleted from the database.

9.        Select a sample date from Sample Dates list, choose an interval from Re-Assign To list, choose No to not merge, then this sample is re-assigned to a new interval.

10.     Select a sample date from Sample Dates list, choose an interval from Re-Assign To list, choose Yes to merge, then this sample is re-assigned and merged to a sample with a same date in a new interval.

11.     The Merge function is a tool that looks at all samples in the current sample list (far left) and merges samples from common dates and common wells into a single sample.

Reporting – Sample Management – Criteria

A Criteria is a maximum or minimum value for a parameter entered by user in "Tools -> Reference Setup -> Parameters & Criteria..." form. There are 3 colors that represent the values against the parameter criteria:

·       Green - value is within the percentage of the criteria.

·       Yellow - value is between the tolerance percentage and the criteria.

·       Red - value exceeds the criteria (min or max value).

The tolerance percentage (% of criteria) on yellow flag can be adjusted by clicking on the "UP" or "Down" arrow button.