The Fields and Data Type Settings section in QBench can be used to configure what data your Users store in QBench and how.
To access Fields and Data Types Settings, click on Configurations > Applications > Fields and Data Types.
There are up to 19 object types that can be configured in the Fields and Data Type Settings, depending on what subscriptions and modules are active in your instance: Orders, Sample, Test, Source, Project, Epic, Batch, Assay, Panel, Customer, Invoice, Supplier, Contact, Equipment, Document, Issue, Inventory Item, Inventory Stock, and Location. Users can also configure Default Test Comments and Default Test Results.
1) Edit Workflow Name - The Workflow Name can be customized to match your organization's naming conventions. Changes made here will be reflected throughout QBench. Workflow Names can be edited for Order, Sample, Source, Project, Epic, Assay, and Panel.
2) New Fields - By clicking on the "+New Field" button, Users can add Additional Fields. Users are able to add and delete any Additional Fields within QBench. There are 12 Fields that can be chosen.
- Each Additional Field will need a unique Field Identifier that cannot contain special characters or begin with a number.
- Once the Field Identifier is created, it cannot be edited.
- The same Field Identifier cannot be used for multiple fields in the same Data Type (e.g. Order). However, the same Field Identifier can be used across different Data Types (e.g. two fields, one for Orders and one for Samples, each with the same Field Identifier)
- Field Label is the name that will be displayed as the input on landing and detail pages.
3) Core Fields - Core Fields are preexisting Fields that cannot be deleted from QBench. These Fields are typically related to a Core Function.
4) Pencil Icon - Clicking on the Pencil Icon will open a pop-up where Users can make the field have a "Default Value" and/or be "Required". Order, Sample, Test, Batch, and Panel fields can also be set to have a "Reason Required When Updating".
Default Value - By entering a "Default Value," the Landing Page with that Field will automatically be populated.
Fields that are required are marked with an asterisk in Fields and Data Types settings and throughout QBench. Fields that have a reason required are marked with a target icon in Fields and Data Types.
Make Required - When this is checked, detail pages with the required Field and landing pages where the require Field is being modified will not Save unless there is valid data in the Field. A red asterisk will appear in along side the Field Name when it is required.
Reason Required When Updating - When this is checked, if the Field is modified or the conditions for requiring a reason are met (such as transitioning from one Test Status to the next), a modal will appear requiring the User modifying the field data to explain the reason for the change. If the User does not provide a reason, their change will not be saved. If multiple reason required Fields are updated at the same time (e.g. updating three reason required fields on the Order detail page and saving), the reason provided in the modal will be associated with each of the three updated Fields.
5) Edit Group - Fields can be added to a Group (which is visible on detail pages) by clicking the "Edit Group" button.
Choose From Existing Groups - By clicking on "Choose From Existing Groups," Fields can be grouped with the same name across different Data Types.
To remove a Group from the Field Type, click on the X icon. (*Note: In order to delete the Group completely, all Fields associated with that Group will need to be removed)
6) Ordering Fields - Dragging the sandwich icon allows Users to determine the order in which the Field will appear on landing pages, detail pages, the general search (where applicable), and other areas throughout QBench.
Show On Order Receiving
Notice how the Field and Data Type sections for Samples, Test, and Assay each has an additional "Show on Order receiving" button. By clicking on the "Show on Order receiving" button, Users can configure the Sample, Test, Assay, Customer, and Contact Fields to be shown on the Order detail Page. As an example, "Show on Order receiving" has been enabled for "Sample Description" and "Sample Attachments." When we navigate to the Order detail page, "Sample Description" and “Sample Attachments" are now displayed
Default Comments/Default Test Results
Users are able to create Default Comments and Default Test Results that can appear as a dropdown in the Test List Page.
Once created, Users can navigate to the Test List Page , click on Actions > Test > Comments. When the start of a matching Result or Comment is typed by a user in the entry field the matching default options will appear as a dropdown option to save on entry time.