Page Description

Use the Sample Types page to view, add, or edit a sample type list that is used to define order choice collection information in the Collection Information section of the Order Choices page. See the Admin: Order Choices topic.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Sample Type List
• Accessing Sample Type Details
• Adding Sample Types
• Editing Sample Types
• Adding or Editing Host Codes

Accessing this Page

• Click the Administration menu button, click the Order Choice Setup button, and then click the Sample Types submenu link. You must have the necessary security permissions to access the Administration menu button.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Order Choice Setup menu. To return to the main menu for Copia, click the Lab Tasks menu button.

[Return to Top]

1. The Sample Types list page contains a list of up to ten sample types. If the list is longer than one page, use the Page links, located below the list of sample types, to navigate through the list.
2. To view active sample types only, select the Show active only checkbox at the top of the Sample Types list page. You set the active/inactive status in the Sample Type Details section of the Sample Types details page. See "Adding Sample Types" below.
3. If you cannot find the desired sample type, click the Add button to add a sample type. See "Adding Sample Types" below.
4. Click the name of the sample type on the Sample Types list page to edit the sample information in the Sample Types details page. See "Editing Sample Types" below.

[Return to Top]

Accessing Sample Type Details

1. Use the Sample Types list page to access the Sample Types details page, where you may add or edit a sample type.
2. To create a new sample type, click the Add button in the Sample Types list page. This opens a blank record in the Sample Types details page to create a new sample type. See "Adding Sample Types" below.
3. To edit an existing sample type, click the name of the sample type in the Sample Types list page. This opens the selected sample type in the Sample Types details page. See "Editing Sample Types" below.

[Return to Top]

Adding Sample Types

1. Use the Sample Types details page to create or modify sample types for the Order Choices page. See the Admin: Order Choices topic.
2. Enter the full name of the sample type in the Sample Type field. This field is required. This field can contain a maximum of 140 characters or less.
3. Select the Active checkbox to enable users to select the sample type while creating order choices. Clear this checkbox to restrict users from selecting the sample type. If the sample type is inactive, Copia clears it from the Sample Types list page when you select the Show active hosts only checkbox. See "Viewing the Sample Type List" above.
4. Select the Orchard Collect Sample Type checkbox to have Copia indicate that a sample type is used with Orchard Collect.
5. In the Host Codes for this Sample Type section, add or edit the host code information for the sample type. See "Adding or Editing Host Codes" below.
6. Click < Back to List to return to the Sample Types list page without saving any changes.
7. Click Save to record changes and return to the Sample Types list page.

[Return to Top]

Editing Sample Types

1. Use the Sample Types details page to modify the name or active status of the sample type.
2. To edit, highlight or delete text already displayed in the Sample Type field, then modify as desired.
3. Select the Active checkbox to enable users to select the sample type while creating order choices. Clear this checkbox to restrict users from selecting the sample type. If the sample type is inactive, Copia clears it from the Tube/Container Types list page when you select the Show active only checkbox. See "Viewing the Tube/Container Type List" above.
4. Click < Back to List to return to the Sample Types list page without saving any changes.
5. Click Save to record changes and return to the Sample Types list page.

[Return to Top]

Adding or Editing Host Codes

1. The Host Codes for this Order Choice section of the Sample Types details page enables you to add or edit the host code information for the sample type. If there is no host code for a sample type, Copia sends the name of the sample type instead in the HL7 transmission.
2. To view active hosts only, select the Show active hosts only checkbox. Set the active/inactive status in the Host Details section of the Hosts details page. See the Admin: Hosts topic.
3. To add host codes, enter the codes for the sample type in the Host Code fields next to the desired host names. These host codes must be unique for each host across sample types. For example, you may not use the host code 123 for Host A for both Sample Type 1 and Sample Type 2. If you try to save a host code that is identical to another code for the same host for two sample types, Copia displays a warning message that details where up to ten conflicts lie and prompts you proceed with saving the host codes or not.
4. Click < Back to List to return to the Sample Types list page without saving any changes.
5. Click Save to record changes and return to the Sample Types list page.

[Return to Top]

 © 2018 Orchard Software Corporation