Sample Analysis Workflows

Sample analysis workflows are used to define and group various details used to import analytical data from laboratories through lab certificates.

To create a Sample analysis workflow: 

1. Open the configuration menu
2. Under Sampling, click Sample analysis workflows
3. Click the New Sample Flow button
4. Name your workflow: Give the Sample Flow a name and description (optional).  If you want to create a new sample flow based on an existing one, choose the appropriate flow from the pick list.  Click the Next button.
5. Sample submittal: This step allows you to associate a Sample Dispatch Header with the analysis flow.
6. Sample prep: Choose the prep codes that will be provided by the laboratory in lab certificates.  
   1. Choose the Laboratory
   2. Choose the Service Schedule, Category, and Type (all defined in Lab Services sample list, filtered by the “Sample Prep” service type)
   3. Choose the codes that should be included
7. Sample analysis: Choose the analysis codes that will be provided by the laboratory in lab certificates.
   1. Choose the Laboratory
   2. Choose the Service Schedule, Category, and Type (all defined in Lab Services sample list, filtered by the “Sample Analysis” service type)
   3. Choose the codes that should be included
8. Certificate import: Define the rules that will be used when importing a certificate with this workflow:
   1. Validation rules: are used to evaluate Certified Reference Materials and set a status of either Passed, Warning or Failed
      1. Select a specific Certified Reference Material OR any CRM (either Standard or Blank - defined in Certified Reference Materials)
      2. Choose the Validation to perform.  Options include:
         1. Less than (or equal to) +/- 1SD
         2. Within +/- 1SD to +/- 2 SD
         3. Within +/- 2SD to +/- 3SD
         4. Greater than +/- 3SD
         5. Less than (or equal to) min/max
         6. Greater than min/max
         7. Greater than the lower detection limit (with a factor)
      3. Choose the Validation action
         1. Set status as Passed
         2. Set status as Failed
         3. Set status as Warning
      4. Choose the Scope of validation action
         1. This sample result only
            1. If a standard fails, only the standard sample will be flagged as failed.  Samples above and below that standard will not have their statuses set.
         2. All sample results in the same column
            1. If a standard fails on Au, then all samples in the certificate will have their Au status set to failed.
      5. Specify the Reason, which is a free text description (e.g. within accepted limits)
   2. Symbols: are used to describe non-numeric characters that may exist within the result.  Examples include <, >, NS, etc.
      1. Specify the Symbol
      2. Choose the Action that should be performed when this symbol is encountered
      3. Specify the Reason, which is a free text description (e.g. Below Detection Limit)
   3. Sample types: are used to map samples in the certificate to samples within MX Deposit, or to designate results in the certificate as laboratory-generated samples such as pulp duplicates, replicates, lab standards/blanks, etc.
      1. Specify the Symbol
      2. Choose the Action that should be performed
         1.  Lookup Sample Type (find existing sample within MX Deposit drill hole or point)
         2. Change sample type to: the results associated with this sample will be imported using this new sample type.  This is typically done when a laboratory is providing additional results such as pulp duplicates, replicates, or laboratory standards/blanks.
9. Summary: shows you the specific analytes, units, methods, detection ranges, and sample decomposition and instrument method details that are included in the sample analysis flow.
10. Click the Publish button.

Notes:

• It is possible to configure a sample analysis workflow to accommodate details from multiple labs BUT in this case, all laboratories need to provide certificates in the same format since each sample analysis workflow only has one “parser”.  If different formats are required, then create different sample analysis workflows.
• When laboratory certificates are imported and results are released, MX Deposit takes a snapshot of the configuration data that was in place at the time of import and release.