First, click on Workflow, then Tests and finally All.
This will bring you to a page with all samples listed (assuming no filter is present and the + icon has been clicked.) To view the details of a given test, click on the test ID.
A new page will display details for the test such as the status or results (for more details on status, see also Custom Statuses.) You can also release results (if you have customer portal enabled), clone the test, or delete it. In order to delete, this must be confirmed before it will be removed.
The next tab is Free Response. In this tab, you can enter detailed notes on a test and even export them into a certificate of analysis.
The next tab is the Comments tab. This is for internal comments.
The next tab is Attachments, where you can add files and and documents. You can also list notes or choose a new file name. When you are done, click the Upload button
After you click Upload, other users will then be able to download this file by clicking the downward pointing arrow.
You can also delete this attachment by clicking on the garbage can next to the arrow. You must confirm deletion in order to remove it.
The next tab is Reporting. Here, you can Generate, Preview or Upload a report. Generating a report allows you to create a report for a sample, test or order based on the default template. Previewing a report lets you see what a report would look like for the given sample, test, or order. You can also select a default report type (see also Reporting Template.) Finally, Upload allows you to upload a .pdf file for the sample, test, or order. (For more on reports, see also Reporting.)
After a report has been created, you can then choose to Email the the report to your customer. To do this, click on the Email button, and then the Submit button after entering emails.
Any messages entered will also be included in the standard format email. See also Email.
Batches allows you to associate a test with a batch. By clicking on +Add Batches, you can select a batch and worksheet to associate with a test. See also Batches and Worksheets.
By clicking Add after selecting a batch, it is then added to the test. You can then delete this batch by clicking the button under Remove. You must confirm that you want to delete the batch in order to remove it.
If you have QBench'sQMS or Inventory modules, you will see the next tab, Equipment Usage. Here you can associate a piece of equipment with a certain test.
By selecting Create, a new window is opened that allows you to select the equipment from a dropdown menu, records the date it was used, and allows you to leave any notes you wish.
You can then delete a record if you so choose. This is done by confirming after selecting the button shown below.
The next tab is Locks, which lets admins lock an order so that it cannot be altered. In order to lock an order, you must click on the lock icon.
After clicking the lock icon, a new window will pop up. Here, you can assign a user who is able to unlock this order and leave a message. You can also assign a lock after it enters a certain Status, see also Custom Statuses in QBench and User Settings.
The last tab is History. This displays the history of changes made to a test along with the user who changed it.
Another way that you can change tests is by going to the All page (Workflow>Tests>All), ticking the checkbox next to a test, and clicking the Action button above.
From here, you can select each individual item. Orders lets you change the status of the order (and thus all tests included with it.)
You can create custom statuses for your orders/tests. See also Custom Statuses.
Clicking on Sample allows you to Assign tests and Edit sample fields. Assigning tests requires an assay to assign to the sample. See also Samples. Editing sample fields will allow you to change sample fields with the click of a button. You can also click Tags to add existing tags.
After this is the Test Actions tab. You can set the Status or a single test, fill in estimated start or complete dates, add Tags, fill in Worksheets, Free Responses, Results, Comments, or Edit fields for anything else. See also Worksheets. You can also Set results, which lets you type new results in a text box next to the Action button. Finally, you can Delete test, though this does require confirmation to fully delete a test.
If you have QBench's Inventory or QMS modules, you will see Use. Under Use, you can Use inventory for a test to help keep track of your current stock. See also Inventory. You will see Equipment, you can Use equipment to assign it to a test. This helps you know what is/isn't in use. See also Equipment.
Under Batches, you can associate a test with a New batch or an Existing batch. You can thus either assign a test to a batch or create a new batch for that test. See also Batches.
To the side, you will also see the Report button. For more information, see Reporting.
If you have the Customer Portal enabled, you will likewise see the customer portal. For more information see Reporting.