Sampling Plans

A Sampling Plan describes how samples are taken so that the result means something about the batch they came from (ISO/IEC 17025 §7.3.1, §7.3.2). Where the laboratory does its own sampling, this is the document an assessor asks for.

Found under: Analysis Configuration → Methods & Analyses → Sampling Plans.

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Record Actions

Clicking the icon on each row shows:

Edit — Open the edit form
Delete — Delete the record (with confirmation)

What the plan must describe

The dialog opens with a collapsible list of seven points, from ESYD KO-Sampling §E1. It is there so you know what the plan owes before you start writing:

The kind of inspection — by measurement or by attributes.
What is required for the sample to represent the batch.
How the sample is taken.
The sampling method — random, stratified and so on.
The size and number of units taken.
Procedures for taking, handling and identifying the sample.
How the result relates to the accept or reject decision.

Fields

Field	Description
Plan No.	Leave blank for automatic numbering
Title	How the plan is referred to — required
Method · Method / Standard Reference	Which method or standard it rests on
Version · Effective Date	Which version and from when — the date is required
Sampling Purpose	Why the sampling is performed — printed on the report (§7.8.5)
Selection Criteria	How points or units are chosen
Plan Content	Frequency, batch size, geographic distribution
Statistical Procedure	Composite or spot, randomisation, number of replicates
Preparation Instructions	Drying, homogenisation, container, preservative, transport temperature
Superseded By · Notes	The succession and other remarks

Approval and locking

Approval is done from the row action menu, not from inside the form.

Once approved, the plan's content locks. Only the supersession pointer and the notes stay editable. The reason is that samples point at the plan: editing it in place would retroactively change the method under which older samples were collected. To change it, create a new plan and set it as the successor.

Connects to

Points at — this page does not stand without these:

Used by — a change here shows up in these:

Samples

Notes

🔴 A draft plan does not appear in sample collection. The Samples and Collection pages offer only approved, non-superseded plans.
The date filters are labelled Created From/To but filter on Effective Date.
See also: Samples, Methods.