This guide describes the step-by-step process for creating, reviewing and approving soil analyses. The workflow follows ISO 17025 requirements for traceability, quality control and result approval.
Before creating a new analysis, make sure the following data exists:
| # | Prerequisite | Why it's needed | Page |
|---|---|---|---|
| 1 | Contacts | Every analysis is linked to the customer who requested the examination. | Contacts |
| 2 | Analysis Types | Determines the type of examination (e.g. Soil, Foliar Diagnosis, Water). | Analysis Types |
| 3 | Crops | The sample's crop is required — used in the report and in evaluation ranges. | Crops |
| 4 | Samples | The sample that will be analysed — registers reception, sampling date and origin before analysis begins. The analysis is linked to a specific Aliquot of the sample. | Samples |
| 5 | Laboratory Methods | Every measurement is performed using a specific method (ISO 17025 §7.2.1) — defines the procedure, instrument calibration and measurement uncertainty. | Lab Methods |
| 6 | Analysis Elements | The chemical elements or parameters to be measured (e.g. pH, N, P, K). | Elements |
| 7 | Evaluation Ranges | Define acceptable limits per element and crop — without these, automatic result evaluation is not possible. | Ranges |
Recommended setup order: Contacts → Crops → Elements → Lab Methods → Evaluation Ranges → Analysis Types → Samples → Analyses
Optional but useful:
Go to the Analyses page from the main menu. A table with existing analyses is displayed.
The table columns are:
| Column | Description |
|---|---|
| Report No. | The analysis's report number (auto-numbered) |
| Analysis Date | The date the analysis was performed |
| Contact | Customer name |
| Aliquot | The code of the aliquot and the sample it comes from |
| Analysis Type | The type of analysis (e.g. Soil, Foliar Diagnosis) |
| Status | Draft, Reviewed, Approved, Amended or Cancelled |
| Payment | Paid or Pending |
| Flow | Visual history of the workflow (created → reviewed → approved) |
Click the "+" button in the toolbar to open the creation form.
Fill in the fields:
Optional fields: Report No. (auto-numbered if left blank), Simplified Report, Accreditation Scope, and — for authorized users only — Opinion / Interpretation.
After saving, the analysis is created in Draft status and you return to the Analyses list.
On the detail page, enter the measurements for each analysis element:
Measurements can only be edited when the analysis is in Draft or Amended status.
You can also manage:
| Section | Description |
|---|---|
| Observations | Comments and observations per element |
| Recommendations | Fertilization or correction suggestions |
| Charts | Automatic chart generation from results |
The analysis follows a strict workflow with five statuses:
| Status | Description |
|---|---|
| Draft | Initial state — measurements are editable |
| Reviewed | After quality review — measurements locked |
| Approved | After final approval — a report version snapshot is created |
| Amended | Returned for corrections after approval — measurements editable again |
| Cancelled | Terminal state — the analysis is permanently cancelled, with a mandatory reason, instead of being deleted |
| Action | From | To | Note |
|---|---|---|---|
| Review | Draft or Amended | Reviewed | Quality reviewer verifies the results; cannot review their own analysis |
| Approve | Reviewed | Approved | Approver gives final approval; cannot approve their own review |
| Reject | Reviewed or Approved | Draft | No reason on the detail page (plain confirmation); bulk reject from the Analyses list requires a mandatory reason |
| Amend | Approved | Amended | Mandatory reason — allows measurement editing again |
| Cancel | Any non-cancelled status | Cancelled | Mandatory reason — final, irreversible action instead of deletion |
The report actions are available from the measurements toolbar (detail page) or the list's row actions, in any status — not just Approved:
| Action | Requirements |
|---|---|
| PDF Preview | None — available in any status |
| PDF Download | None — available in any status |
| Send Email | Paid + customer email |
Sending email to the customer requires two conditions: payment must be Paid, and the customer must have a registered email address. The workflow status is not checked.
To mark an analysis as paid, change the payment status from Pending to Paid.
Type in the search field for quick text filtering.
Click the filter icon to open the filter panel:
| Filter | Type | Description |
|---|---|---|
| Date From | Date | Start of date range |
| Date To | Date | End of date range |
| Contact | Select | Filter by customer |
| Analysis Type | Select | Filter by type |
| Status | Select | Filter by workflow status |
| Payment | Select | Filter by payment status |
| Maximum records | Number | Row limit for the list print (default 200) |
Can I modify measurements after approval?
Yes, via the Amend action. The analysis moves to Amended status, allowing measurement editing again. A mandatory amendment reason is required for traceability.
Why can't I send an email to the customer?
Check that both conditions are met: payment is Paid, and the customer has a registered email in their contact details. The analysis's workflow status does not affect sending.
What is the difference between Reject and Amend?
Reject returns the analysis to Draft (used during quality review when errors are found). Amend is used after approval to correct measurements, while maintaining a change history.
How does automatic chart generation work?
Charts are generated automatically based on measurements and the elements selected in Settings → Chart Elements. Charts refresh every time measurements change.