Importing Lab Certificates

To import a laboratory certificate:

1. Navigate to the Assays & QAQC screen

2. Click the Import certificate button and select the appropriate sample analysis flow based on your project and activity.  Note: A sample analysis flow defines how the certificate will be imported including file format, method details, and rules for mapping samples and validating QAQC samples.

3. Click the Browse button to select one or more laboratory certificates.  The certificates must be in CSV format and it is possible to also attach the PDF certificate.  After selecting your certificates, click the Next button.

4. The selected CSV files will be listed on the left side of the window.  If you have selected PDF files and if they exactly match the name of the CSV file, then they will be automatically associated.  If the file names are different then you can drag and drop each PDF file to the appropriate CSV file.  Once the mapping is complete, click the Import button.

5. MX Deposit will import the file.  Various checks will be performed including:

• File Format: the format of the CSV file must match the “parser” that is associated with the Sample analysis workflow that you have selected.
• If there are issues with the file format of the certificate then an error message will be produced and the certificate will not be imported.  The error will look like this:
• MyCertificateFile.csv : An error occurred while reading the header section of the lab certificate file. Please make sure the import file is formatted correctly. Contact support if you have any questions.

• Date Format: the date format in the CSV file must match the format associated with the “parser”.  If there are issues with the date format then the certificate will not be imported.
• Setup of Analytes, Units, and Method Codes:
  • Each sample results column consists of an analyte, unit and method code.  This combination must be available within the selected Sample analysis workflow
• Setup of Sample types:
  • The sample type column determines how results are mapped to samples.  Common scenarios include:
    • Lookup Sample Type
    • Change Sample Type to a different sample type to manage lab duplicates and lab controls.
• Sample numbers in the certificates exist in a drill hole or point in MX Deposit.
• Laboratory controls that are included in the certificate are defined in the Reference Materials sample list.

6. Once the certificate is imported it will be displayed in the list with a status of Imported (indicated with a green bar).  Any warnings such as invalid combinations of analyte/unit/method or sample type mapping issues will be indicated with a red warning bubble, which also shows the number of issues.