1. Click on the Main Menu button
2. Click on "Static Data"
3. Click on "Sample Types"
4. Click on "Add New"
5. Type in the item number
6. Type in Class, or click on label "Class" to select from the list
7. Type in Shelf Life
8. Type in Product Name
9. Type in Product Description
10. Click Save (this doesn't only save the data but also generates a new record)

1. Anytime a user types in data into a cell and navigates away from that cell, a green circle with a check mark inside indicates that data has been automatically saved.  This auto-save feature only works when user is updating a field, not when new record is being inserted
2. When new record is being inserted user must press the save button in the specific section where new record was inserted.

1. Click arrow down to expand the "Sampletype Methods" section
2. Click "add new" button
3. Default search is by Method Name, if user needs to change this preference click the drop down to select which search criteria to use for searching, and click on new search criteria
4. Type in Search Criteria (screen shots in this tutorial use search criteria "Method Name")
5. As Method Name is being typed into the search text box the choices will decrease based on matching results
6. When correct Method Name is identified, click the check box next to the name to select.
7. You will see the test method append to the text box below
8. When additional methods need to be added go back to step 1 and repeat to find the additional method name and select a check mark next to it.
9. If any method was appended accidentally, click on the name of that method in the text box
10. Click "Remove"
11. When all the method to be added appear in the text box below click submit.
12. Additional prompt might show asking: "Are you sure, you want to add these record(s)?" Click "OK" this dialog shows with some browsers, so don't be concerned if you don't see it.

1. Press arrow down to expand "Sampletype Parameters and Limits" section
2. Method Name
3. Parameter Name: Parameter Name is visible to LIMS users, but does not appear on CoA
4. Pseudo Calc - If Applicable: This field is used to define what calculation should be carried out when creating a pseudo sample.  It should be set to AVG for powder sample types for all Pail test class parameters.
5. Related Value - If Applicable: This field stores what cell is used to define related samples to summarize for the Pseudo sample.  It should be set to "LOT" for powder sample types for all Pail test class parameters.
6. Optional:  If the parameter result is optional click on this check box.  LIMS will allow approval  when the result is blank for a parameter which is marked optional.
7. Lower Specification Limit: Also known as External Lower Specification limit which appears on the CoA
8. Upper Specification Limit: Also known as External Upper Specification limit which appears on the CoA
9. Internal Low Limit: When a site would like to have more narrow set of specs to control their products define internal limits.
10. Internal High Limit: When a site would like to have more narrow set of specs to control their products define internal limits.
11. Target - If Applicable
12. Descriptive Spec - If Applicable:  This specification box is used for subjective parameter results such as appearance, color, and plating performance.  Whenever your result could be a text such as: Pass/Fail, Acceptable, or Green, populate the spec in this window.  If multiple words could be passing criteria separate the words by "~" character.
13. Precision: number of units after the decimal points to keep for the result and to show on the CoA.
14. Units: Drop down menu to select units for this parameter.  If not able to find units from the drop down list, create the unit following "How to create a new Unit" tutorial
15. Print Flag Check box: indicates if a parameter is internal or external.  When the box is checked that means that parameter is external and is listed on the CoA, when the box is not checked that means that parameter is internal reference only and will not show on the CoA.
16. Test Procedure Name: field will populate based on what is listed in the Parameter/Method set-up
17. Test Procedure Link: field will populate based on what is listed in the Parameter/Method set-up
18. Auto Validate: Check box is set to be checked by default, automatically validates the result against specification when it is saved.
19. When fields for all parameters are populated click the "save" button because these fields do not save automatically.

If this is applicable refer to tutorial "How to Set-up Fixed SQC Limits in LIMS"

This section is only relevant when creation a customer specific specification sample type

This section shows information regarding the management of this sample type record and can be a helpful reference for audit purposes.  Anytime the item is approved it will show when it was done and by whom.  Also when items are revised this will show what revision the item is on.

Section is not utilized

Refer to tutorial "How to Set-Up Packaging Codes Manually"

Refer to tutorial "How to Set-Up Mailing List for Sample Type"

Section is not utilized

1. After all the set-up has been completed and item is ready to be used, click the thumbs up button to approve
2. Status should automatically change to "A" after approval is completed