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Samples

The Samples page manages the laboratory's samples from receipt onward: logging their details, chain of custody, preparation, status tracking, and — where needed — sub-contracting to an external laboratory. The analyses and measurements themselves are created on the Analyses page.

Found under: Daily Work → Samples.

Toolbar

ButtonAction
Add — Create a new record
Columns — Show/hide table columns
Filters — Open/close the filter panel. A red dot indicates active filters
Export CSV — Download table data as a CSV file
Orientation — Toggle between portrait and landscape printing
Print — Generate a PDF of the current view
Help — Open the help dialog
Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

  • Edit — Open the edit form
  • Preview — View record as PDF
  • Download PDF — Download the record as a PDF file
  • Send Email — Send the record as a PDF attachment via email
  • Delete — Delete the record (with confirmation)

Fields

FieldDescription
Sample CodeUnique sample code (up to 30 characters); left blank, it is numbered automatically
Receipt DateDate the sample was received
Delivery DateResults delivery deadline — shown in red if overdue
ContactThe contact/client who submitted the sample
StatusCurrent sample status (from Sample Statuses)
MethodLaboratory analysis method
InstrumentAnalytical instrument
PreparationPreparation status (drying/grinding/sieving) — ★★☆
NotesAdditional remarks (hidden column)
CropSample's crop type (hidden column)
MunicipalitySampling location municipality (hidden column)
CityMunicipal district (hidden column)
ToponymLocation toponym (hidden column)

The sample dialog

The upper half of the dialog holds the sample's identity: code, receipt date, contact, order, status, method, instrument, delivery deadline and notes. Below it, the remaining sections are tabs in lifecycle order — where the sample came from, what was found on arrival, the photos taken at that moment, and last the two laboratory stages.

TabWhat it holds
Sampling LocationCrop and geography (Municipality → City → Toponym), GPS position
Sample ReceiptChain of custody §7.4, sampling §7.3, item identification §7.8.5, consultation §7.4.3
PhotosThe sample's photos; the count shows as a badge on the tab
Sample PreparationDrying, grinding, sieving — existing sample only
AliquotsThe sample's portions — existing sample only

A red dot on a tab means it hides a missing required field. Without it, Save would grey out with the reason off-screen: the consultation fields become required the moment the arrival condition stops being "OK", and they sit two tabs further down.

The "Sample Receipt" tab

It splits into three blocks, the third of which appears conditionally.

Condition and identification (§7.4)

FieldDescription
Customer LabelThe code or label the sample carried when it arrived
Condition on ArrivalRequired. Anything other than "OK" opens the consultation block
Condition NotesNarrative description of the condition on receipt
Transport Temperature (°C)Temperature on arrival
Seal Intact · Seal NotesWhether the container's seal was untouched, and what was observed

Sampling and item (§7.3, §7.8.5)

FieldDescription
Customer-suppliedThe customer brought the sample — the laboratory did not sample it
Collected By · Collection Date & TimeWho collected it and when
Sampling PlanThe plan that was followed, see below
Sample Quantity§7.3.3(c) — how much material was collected, free text (e.g. "~1 kg, 0-30 cm depth")
Field Conditions§7.3.3(f) — the environmental conditions at the sampling moment
Sampling EquipmentThe equipment used
Sampling DeviationsAny departure from the plan or the method
At the customer's requestAppears only once a deviation has been written. See below
Manufacturer · Model · Serial / Batch No.Item identification — for materials and devices, not bulk samples
Composite sample — Cores · Core PositionsHow many field cores were combined into one sample, and from where

Customer consultation (§7.4.3)

Appears only when the arrival condition is not "OK", and then its three fields become required: Consultation Time, Lab Consulter, Consultation Outcome. With the "proceed as-is" outcome the Authorisation to proceed as-is checkbox is required too. The whole flow, including the automatic status transitions, is described in Record customer consultation (§7.4.3).

Who asked for the deviation (ΚΟ-ΔΕΙΓΜ §E3)

A sampling deviation the customer asked for is not the same thing as a deviation of the laboratory's own, and the report has to tell them apart. The At the customer's request checkbox appears as soon as text is written into Sampling Deviations and disappears with it: with no deviation, "who asked for it" has no meaning.

Sample order (§7.1)

The Sample Order field in the upper half is optional. Without an order the sample inherits the customer's standing terms — the customer agreement in force on its date — rather than being left with no contractual basis. See Sample Orders and the agreements tab on Contacts.

Sampling plan: approved only (§7.3.1, ΚΟ-ΔΕΙΓΜ §E5)

The plan reference prints on the report as the sampling method. That is why the server accepts only an approved plan that has not been superseded by a later version — a draft plan would put an uncontrolled document on an issued report. The check sits on the server rather than only on the picker, because the plan arrives from elsewhere too: from a link into Sample Collection, from the last plan that was kept, and from the offline sync queue.

The check runs only when the plan actually changes, so a sample already pointing at an old draft plan stays editable.

Bulk actions

With rows selected the bulk action bar appears. Which ones you see depends on your permissions.

ActionWhat it does
Advance statusMoves the selected samples to the next status
Assign to worklistLinks the samples to a worklist
Reassign handlerHands the samples to another owner, with an optional reason
RejectBulk rejection with a reason code
CancelBulk cancellation with a reason
DisposePhysical disposal of the aliquots (§7.4.1) — see below
Bulk editChanges shared fields on many samples at once

Disposing of samples (§7.4.1)

Dispose concerns the physical material, not the record. It is recorded per aliquot (date and reason, which is mandatory), and the sample's data is retained as §8.4.2 requires. The action is idempotent: running it again over already-disposed aliquots creates no duplicate entries.

Deleting a sample record is a different thing and is done from the row's action menu. Bulk Cancel is blocked while analyses exist on the aliquots — those are cancelled or rejected first.

List / Map view

Above the table there is a toggle between list view (table) and map view — the map view shows the samples at their geographic locations.

Sample photos

Photos attached to a sample (packaging, condition on receipt, initial appearance) are technical records under EN ISO/IEC 17025:2017 §7.5.1 and are retained for the same period as the parent sample. When the sample is disposed of (via Disposition Execution) or deleted, photos are automatically removed from both the database and the disk — no separate user action required, no orphan files.

Connects to

Points at — this page does not stand without these:

Used by — a change here shows up in these:

Notes

  • The Receipt Date is not required for a sample collected in the field: it stays empty while the sample is "Collecting" and is filled in when the sample is received at the laboratory.
  • The same sampling and receipt sections are used by Sample Collection and by the intake scan, which is why the fields are identical wherever you meet them.
  • See also: Sample Statuses, Sampling Plans, Aliquot Archive, Analyses.