How to Create a New Tank
A "Tank" is a representation for a customer's bath/tank/vessel containing the chemistry represented by customer sample. A Tank is required to be set-up prior to entering a sample record into LIMS. Tanks are customer and process specific.
1. Menu Navigation
- Click to open Menu
- Click on "Static Data"
- Click on "Customer Tanks"
- Click on "Add New"
2. Define Key Information
Cells Highlighted in Yellow must be populated prior to clicking the "Save" button. Key Information includes: Customer #, Tank ID, and Process Code.
Customer # and Process Code are lookup fields, while Tank ID is text.
2.1. Customer #
- To populate lookup field click on the label of the text field in this case "Customer #"
- Select search by criteria
- Start typing
- Click on select next to matching record
Company Name field is automatically populated with company name after Customer # field is defined.
2.2. Tank ID
Type in Tank ID as defined by the customer.
2.3. Process Code
- To populate lookup field click on the label of the text field in this case "Process Code"
- Select search by criteria
- Start typing
- Click on select next to matching record
2.4. Saving Record
After Defining Customer#, Tank ID and Process Code the record can be saved.
3. Define Additional Information
- Type in "Line Name" if available from customer
- Type in "Volume" of the tank
- Type in "Units" that are applicable to the tanks volume
- Type in "Description" if available
When tank volume and units are defined information will also appear on the customer report.
4. Define Site Owner(s)
- Click to open "Owner" Tree
- Check to select all applicable owners for this tank record
- Press Select
- Save Change
5. Activate Tank Record
- Click "ACTIVE" checkbox to activate tank record
- Click "save" button to capture all the changes
If the "ACTIVE" checkbox is not selected then the tank is considered in-active and it will not show in drop down when entering customer's sample record.
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