Concepts

Tasks

Settings

Setting up Fluid Analysis Labs

Fluid analysis labs defined in APM identify the facilities where samples are sent. The lab tests the samples, typically using specialized analysis hardware and software.

For external labs, test results are sent to APM using AWEIS. The XML document populates the staging table and is imported as indicator readings in the fluid condition checksheet. The Fluid Sample Results data loader is used to import the information, which also means that results can also be imported using Excel workbooks based on the data loader template.

Internal labs can also record test results as indicator readings in the checksheet.

This topic explains how to set up labs. You can provide information about labels, review or approval process, contact, and supplier. You can also specify the number of receipt steps required and who creates receipts.

To Set up a Fluid Analysis Lab

1.	From the Site window, select the Fluid Condition view, Settings tab. Select the Fluid Condition Settings node in the tree.

Tip: You can also click the Administration menu and Fluid Condition Settings. The Fluid Condition Settings dialog appears.

2.	Select the Labs tab. This tab lists the labs defined for the site and above. For example:

You can mark a lab as inactive until it is ready to be used. Select the lab in the table and click Mark as Inactive. The Mark as Inactive/Active dialog appears, where you can enter a comment. When you click OK, a confirmation message appears. Click OK. When you are ready, click Mark as Active to make the lab available for use.

3.	Click New. The Fluid Lab Properties dialog appears:

4.	In the Lab identification area, provide the following:

Setting Name

Description

Site	The site that uses the lab.

Lab name

Descriptive identifier for the lab.

Lab type

The lab type can be “Internal” or “External”.

Lab sample type

The lab sample type identifies the indicator template used to determine the fluid condition. It also specifies whether the review or approval process is used with samples of this type.

For more information, see Setting up Lab Sample Types.

5.	In the Contact area, provide a contact name and the contact’s title, telephone number, and extension.

6.	In the Lab address area, enter the street address, city, state or province, country, and postal or zip code for the lab.

7.	Select the Details tab.

8.	In the Review or approval process area, select an option for test result review or approval. The options are:

•	Review and approval are not required

•	Review process is used

•	Approval process is used

9.	In the Labels area, select from the following options:

Setting Name

Description

Bottle and syringe labels are pre-generated

When this option is selected, labels are generated for the lab. The bar codes can be scanned. When this option is not selected, labels are not generated for the lab. The user can enter bar codes manually.

Supports XML file when sample sent

When this option is selected, an XML file is generated for each sample to be sent to the lab. The XML files are conveyed by AWEIS.

10.	If your implementation of APM supports purchasing functions, you can select a supplier to link to the lab.

11.	In the Sample receipt tracking area, if bottle and syringe labels are pre-generated, select “One” or “Two” for the number of receipt steps. (Number of receipt steps is set to “None” if bottle and syringe labels are not pre-generated.)

12.	For each step, enter the name, position, or location of the person responsible for acknowledging receipt of a sample.

13.	Select the Description tab to add more information.

14.	When you are finished, click OK to close the dialog. The lab is added to the “Fluid analysis labs” table.