The Schedule tab allows you to create schedules, view open and completed schedules (with test results entered), and keep track of deleted or abandoned schedules.  Abandoned schedules are ones which have not had results entered in a certain timeframe.

To Create a new schedule:

  1. After clicking on the Schedule tab, click on the  button on the top left corner.
  2. Fill in the New Schedule Details including Date, Description, Schedule Owner, Test Method, Reason (if any) and whether you want the schedule to Repeat.
  3. Use the filters on left side to specify which types of test points you would like included. (Note: Advanced schedule options include "Schedule Importer" and "Saved Scenario" are also options to create a schedule).
  4. Use the filters to sort your test points or search for a particular set of test points.
  5. Click Find Test Points.  Your test points will populate the main screen.
  6. Choose the test points you want to test by checking the box next to "Reason" or to choose a random number of test points, click the button on the right side of the screen.
  7. Once you have selected your test points, click the  button.


To view an open schedule:

  1. Navigate to Schedule using the upper blue navigation bar.
  2. Click the schedule you want to view.


Schedule Details:

An opened schedule has a Schedule date and an Owner assigned to it.  Schedules have data around the test points being sampled with a specified test method, similar to the information found in the Test Points tab


 Schedule Workflow:

Active schedules follow the following workflow:

  • Open schedules have been created but no action has been taken on them. Based on the schedule's date it will be one of the following:
    • Scheduled - schedule collection due date is in the future
    • Today - schedule is due for collection today
    • Late - schedule collection date has past
  • Labeled schedules are prepared for collection and have sequential sample IDs (1,2,3, ect.) assigned to them
  • Collected schedules have had all samples collected and are now awaiting test results
  • Complete schedules have received test results for all samples within the schedule 


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