How to Revise a Sample Type

When changes need to be made to product name/description, shelf life or methods, specifications and units a Sample type must be revised.  This is important to keep good quality revision records that you can review later when troubleshooting or during an audit.  If a sample type is modified without following correct process, you will not be able to see how sample type was before changes were made.  You will also not be able to re-generate CoA's for samples that have been approved before changes were made, or sample that have been entered before modification but were not yet approved.

1. Locate Sample Type

  1. Click on the main menu button
  2. Click on "Static Data"
  3. Click on "Sample Type"
  4. Click on "Sample Type QBE"
  5. Type in bulk code
  6. Click on binoculars to search

2. Create a New Version

If multiple results come back for one sample type, make sure to navigate to the most recent approved version of the sample type

  1. Click on "New Version" Button
  2. Leave radio button on "Use approved methods/parameters" option
  3. Click "OK"

3. New Version

Lims will refresh screen to the newly created version of that sample type.  You will see that status is at "N" and if you expand section "Sampletype Version Control" you will see that version number has increased.

  1. Make changes to the sample type.
    • Change Name/Description
    • Change Shelf Life
    • Change Specification/Units/Precision/Print Flag
    • Change Methods
  2. When all the changes are made and saved you can approve this sampletype by clicking the "thumbs up" button
  3. Click "OK" to approve

As you approve the new version, the old version becomes "O" obsoleted.  Only the approved version of sampletypes can be used to log samples against.  If you forget to approve the new version the old version remains approved.  

Creating a new version of the sampletype does not mean all your historical samples will automatically update to the new version.  They will remain to be at the version which was approved when they were created.  When you have a sample in-process that you need to apply new version to, use the "How to Regrade Sample" tutorial.

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