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Creating a PT Round. Releasing its Samples

The PT co-ordinator logs in to create a PT Round, including of closing dates and additional instructions, and release it. The system informs participants by email

Creating a Sample

Logged in as PT Coordinator, the user navigates to the List of PT Round samples and create a new one from the Add drop-down menu

 

Bika Open Source Interlab PT system 2

 

The new Sample record is populated with a number of system defaults. Others may be selected from look-ups populated in the system setup earlier. Set the start and end dates for the analysis of the sample, and include all relevant instructions.

NB. The Internal remarks field is for the PT Coordinator's own comment and won't be shown to participants.

Bika Open Source Interlab PT system 2

Save the Sample. The system will respond with a success message and the Sample in state Created. No notifications have been sent to participants at this stage and they also don't have access to it online yet. The PT coordinator may still edit if if necessary, from the Edit tab.

The system gives the Sample an unique ID based on the information provided.

Bika Open Source Interlab PT system 2

 

In the sample lists too, the new one is listed as in state Created

Bika Open Source Interlab PT system 2

 

Releasing the Sample

Authorised PT Coordinators may release the samples from its state drop-down menu

Bika Open Source Interlab PT system 2

The system emails participants will now be mailed their release notifications and instructions and it'll appear in their online views and lists. When the sample arrives at the lab, they are required to check it in the system as Received.

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