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Settings

Setting up Settings for Lab Fluid Samples

Lab fluid sample settings are usually created for specific sites and identify types of sample containers, task template to use for results, lab, type of test, and gas standard. They can also be used to set data entry policies, specify whether bar codes are scanned or entered, and control responses to invalid bar codes, used labels, and damaged labels.
This topic explains how to set up settings.

To Set up Settings for Lab Fluid Samples

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 Sample Settings tab. This tab lists the settings defined for the site. For example:
You can mark a setting record as inactive until it is ready to be used. Select the record 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 settings available for use.
3.
Click New. The Lab Fluid Sample Settings dialog appears:
4.
Enter a descriptive name for the settings.
5.
In the Sample Containers area, specify what types of container(s) are used to collect and store samples.
6.
In the Settings area, select the following:
Setting Name
Description
Task template for results checksheet
Standard task template used to create a standard task. The task is used to generate a checksheet that records the lab test results.
Fluid test lab
Lab that tests the samples. The lab record provides information about labels, review or approval process, contact, and supplier. You can also specify the number of receipt steps required and who creates receipts.
Type of test
A type of test collects tests and is then assigned to fluid sample settings. When an inspector opens an indicator reading to record a sample collection, the fluid sample settings assigned to the indicator determine the subset of tests available for selection.
Gas standard
Identifier for a set of requirements for a segment of the gas industry.
7.
Select the Data Entry tab:
8.
Specify for each of the settings, whether data is:
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Required – The sample cannot be saved without the information
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Read-only – The user cannot change information
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Optional with warning – A message is displayed if the information is not provided. The user must confirm that the information will not be entered
•
Optional without warning – The information is not required and no warning is issued
9.
Specify whether bar codes are used to identify assets and indicators or that the number or name of assets and indicators are entered.
10.
Select the Validation tab.
11.
Select from the following options:
Setting Name
Description
Indicator bar code validation
Select the appropriate response when the indicator bar code entered in the sample is not the same as the reading’s indicator bar code. The options are:
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No message is issued and the fluid sample can be processed
•
A warning message is issued and the fluid sample can be processed
•
An error message is issued. The fluid sample cannot be processed
Asset bar code validation
Select the appropriate response when the asset bar code entered in the sample is not the same as the reading’s asset bar code. The options are:
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No message is issued and the fluid sample can be processed
•
A warning message is issued and the fluid sample can be processed
•
An error message is issued. The fluid sample cannot be processed
Used labels
Select the appropriate response when a used label is reused. The options are:
•
No message is issued and the fluid sample can be processed
•
A warning message is issued and the fluid sample can be processed
•
An error message is issued. The fluid sample cannot be processed
Damaged labels
Select the appropriate response when a damaged label is reused. The options are:
•
No message is issued and the fluid sample can be processed
•
A warning message is issued and the fluid sample can be processed
•
An error message is issued. The fluid sample cannot be processed
12.
Select the Description tab to add more information.
13.
When you are finished, click OK to close the dialog. The settings are added to the Lab fluid sample settings table.