Difference between revisions of "Report Center"

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(New page: <div class="help-heading">Report Center</div> <br /> <div class="help-text">The report center is a central area from where all validation reports can be viewed.</div> <br /> <ol> <li>Clic...)
 
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<div class="help-heading">Report Center</div>
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The report center is a central area from where all validation reports can be viewed.
<br />
+
 
<div class="help-text">The report center is a central area from where all validation reports can be viewed.</div>
+
# Click '''Report Center''' in the left-hand menu under the heading '''Validator'''.[[image:report_center_menu.jpg|left|frame|'''Report center menu''']]<br clear="all" />[[image:report_center_main.jpg|left|frame|'''Report Center screen''']]<br clear="all" />
<br />
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# The main Report Center screen will then appear. There are two methods to access a validation report.
<ol>
+
## ''Batch Number Search'': If the validation batch number is known, it can be typed into the search at the top of the screen. If the validation batch is found, the Summary Report will than appear.
<li>Click <b>Report Center</b> in the left-hand menu under the heading <b>Validator</b>.<br />
+
## ''Select a Batch'': Under the batch number search box a list of recent validation batches is displayed with the most recent batch at the top. Find the rack or container used in the validation and click on its ID. This will bring up the Summary Report.
<img class="help" src="../../main/images/help/report_center_menu.jpg" alt="Report center menu" title="Report center menu"><br />
+
 
<img class="help" src="../../main/images/help/report_center_main.jpg" alt="Report Center screen" title="Report Center screen"><br />
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== Common Report Elements ==
</li>
+
:Both the Summary Report and the Full Report share certain elements. These elements appear at the top of each report
<li>The main Report Center screen will then appear. There are two methods to access a validation report.
+
 
<ol>
+
== Common Report Elements: Report Summary ==
<li><i>Batch Number Search</i>: If the validation batch number is known, it can be typed into the search at the top of the screen. If the validation batch is found, the Summary Report will than appear.</li>
+
:The Report Summary appears at the top of every report and lists the basic information about the Validation Batch.
<li><i>Select a Batch</i>: Under the batch number search box a list of recent validation batches is displayed with the most recent batch at the top. Find the rack or container used in the validation and click on its ID. This will bring up the Summary Report.</li>
+
[[image:report_center_common_summary.jpg|left|frame|'''Report summary''']]<br clear="all" />
</ol>
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* '''Institution''': The name of your institution.
</li>
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* '''Batch''': The system assigned validation batch number.
</ol>
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* '''Printed Date''': Date and time the report was generated.
<div class="help-heading">Common Report Elements</div>
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* '''Validation Date''': Date and time of the validation batch.
<br />
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* '''Validation Type''': Specifies which type of validation, container or rack, was performed.
<div class="help-text">Both the Summary Report and the Full Report share certain elements. These elements appear at the top of each report</div>
+
* '''Container/Rack Name''': The ID of the rack or container.
<br />
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* '''From''': Name of the container from which the container or rack originated.
<div class="help-heading">Common Report Elements: Report Summary</div>
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* '''To''': Name of the container to which the container or rack was transferred.
<br />
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* '''By''': Username of the person who performed the validation.
<div class="help-text">The Report Summary appears at the top of every report and lists the basic information about the Validation Batch.</div>
+
 
<br />
+
== Common Report Elements: Report Totals ==
<img class="help" src="../../main/images/help/report_center_common_summary.jpg" alt="Report summary" title="Report summary"><br />
+
:The Reports Totals section lists information about the containers, racks, and specimens that were affected by a validation batch and is displayed directly below the Report Summary section.
<ul>
+
[[image:report_center_common_totals.jpg|left|frame|'''Report totals''']]<br clear="all" />
<li><b>Institution</b>: The name of your institution.</li>
+
* '''Expected''': The total number of container, racks or specimens that have been entered into tube.tracker&#174; and are present at the time of validation.
<li><b>Batch</b>: The system assigned validation batch number.</li>
+
* '''Actual''': The actual number of containers, racks or specimens that were validated.
<li><b>Printed Date</b>: Date and time the report was generated.</li>
+
* '''Missing''': The number of missing containers, racks, or specimens.
<li><b>Validation Date</b>: Date and time of the validation batch.</li>
+
* '''Found''': This field will contain a number only if there were any missing specimens reported during the initial validation. If any specimens were eventually found after the validation, the total number of which will be displayed.
<li><b>Validation Type</b>: Specifies which type of validation, container or rack, was performed.</li>
+
* '''Added''': The number of extra specimens added during the validation.
<li><b>Container/Rack Name</b>: The ID of the rack or container.</li>
+
 
<li><b>From</b>: Name of the container from which the container or rack originated.</li>
+
== Summary Report ==
<li><b>To</b>: Name of the container to which the container or rack was transferred.</li>
+
:The Summary Report is designed to give the user the most relevant information in the briefest amount of space. There are two sections that can appear on a Summary Report in addition to the two common report elements listed above.
<li><b>By</b>: Username of the person who performed the validation.</li>
+
[[image:report_center_summary_report.jpg|left|frame|'''Summary report''']]<br clear="all" />
</ul>
+
 
<div class="help-heading">Common Report Elements: Report Totals</div>
+
== Summary Report: Missing Specimens ==
<br />
+
:This section of the Summary Report will display all specimens that were not validated and were marked as missing. The table displayed is split into three columns.
<div class="help-text">The Reports Totals section lists information about the containers, racks, and specimens that were affected by a validation batch and is displayed directly below the Report Summary section.</div>
+
[[image:report_center_summary_missing_specimens.jpg|left|frame|'''Missing specimen report section''']]<br clear="all" />
<br />
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* '''Spec ID''': This column displays the Specimen ID of the missing specimen.
<img class="help" src="../../main/images/help/report_center_common_totals.jpg" alt="Report totals" title="Report totals"><br />
+
* '''Pos''': This column displays the position in the rack the specimen occupies.
<ul>
+
* '''Note''': This column displays the validation note if one exists. If a specimen was eventually deleted, the report will display the delete event information in this column.
<li><b>Expected</b>: The total number of container, racks or specimens that have been entered into tube.tracker&#174; and are present at the time of validation.</li>
+
 
<li><b>Actual</b>: The actual number of containers, racks or specimens that were validated.</li>
+
Other information may also appear below a specimen's entry in this table. There are four additional entries that can appear:
<li><b>Missing</b>: The number of missing containers, racks, or specimens.</li>
+
 
<li><b>Found</b>: This field will contain a number only if there were any missing specimens reported during the initial validation. If any specimens were eventually found after the validation, the total number of which will be displayed.</li>
+
* '''Validation Event Note''': If a specimen was eventually found or deleted, the validation note will display below the specimen's entry.
<li><b>Added</b>: The number of extra specimens added during the validation.</li>
+
* '''Found Event''': If a specimen was found, an entry will appear stating when it was found and by whom.
</ul>
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* '''Delete Event''': If a specimen was deleted, an entry will appear stating when it was deleted and by whom.
<div class="help-heading">Summary Report</div>
+
* '''Other Specimen Notes''': If there are any notes attached to the missing specimen, they will display in a separate box below all of the previous three events.
<br />
+
 
<div class="help-text">The Summary Report is designed to give the user the most relevant information in the briefest amount of space. There are two sections that can appear on a Summary Report in addition to the two common report elements listed above.</div>
+
== Summary Report: Added Specimens ==
<br />
+
:This section will appear below the Missing Specimens section if any specimen were marked as missing during the validation. Otherwise, this section will appear immediately below the Report Totals. This section's table displays the same columns as the Missing Specimens.
<img class="help" src="../../main/images/help/report_center_summary_report.jpg" alt="Summary report" title="Summary report"><br />
+
[[image:report_center_summary_added_specimens.jpg|left|frame|'''Added specimens report section''']]<br clear="all" />
<div class="help-heading">Summary Report: Missing Specimens</div>
+
 
<br />
+
* '''Spec ID''': This column displays the Specimen ID of the Added Specimen
<div class="help-text">This section of the Summary Report will display all specimens that were not validated and were marked as missing. The table displayed is split into three columns.</div>
+
* '''Pos''': This column displays the position in the rack the specimen now occupies.
<br />
+
* '''Note''': This column displays the validation note if one exists.
<img class="help" src="../../main/images/help/report_center_summary_missing_specimens.jpg" alt="Missing specimen report section" title="Missing specimen report section"><br />
+
 
<ul>
+
== Full Report ==
<li><b>Spec ID</b>: This column displays the Specimen ID of the missing specimen.</li>
+
:The Full Report displays all specimens, racks and containers involved in the validation batch. Each specimen is displayed in a three column table.
<li><b>Pos</b>: This column displays the position in the rack the specimen occupies.</li>
+
[[image:report_center_full_report.jpg|left|frame|'''Full report''']]<br clear='all" />
<li><b>Note</b>: This column displays the validation note if one exists. If a specimen was eventually deleted, the report will display the delete event information in this column.</li>
+
 
</ul>
+
* '''Spec ID''': This column displays the Specimen ID of the specimen.
<div class="help-text">Other information may also appear below a specimen's entry in this table. There are four additional entries that can appear:</div>
+
* '''Pos''': This column displays the position in the rack the specimen occupies.
<ul>
+
* '''Note''': This column displays the validation note if one exists.
<li><b>Validation Event Note</b>: If a specimen was eventually found or deleted, the validation note will display below the specimen's entry.</li>
+
 
<li><b>Found Event</b>: If a specimen was found, an entry will appear stating when it was found and by whom.</li>
+
If a specimen was marked as missing, the specimen's table entry will appear with a red background color and will display any extra information pertaining to the missing specimen. Consult the Summary Reports description of the missing specimens section for a list of extra information that may appear.
<li><b>Delete Event</b>: If a specimen was deleted, an entry will appear stating when it was deleted and by whom.</li>
+
 
<li><b>Other Specimen Notes</b>: If there are any notes attached to the missing specimen, they will display in a separate box below all of the previous three events.</li>
+
If a specimen was added during the validation process, the specimen's table entry will appear with a blue background color and the note column will state when the specimen was added and who added it.
</ul>
 
<div class="help-heading">Summary Report: Added Specimens</div>
 
<br />
 
<div class="help-text">This section will appear below the Missing Specimens section if any specimen were marked as missing during the validation. Otherwise, this section will appear immediately below the Report Totals. This section's table displays the same columns as the Missing Specimens.</div>
 
<br />
 
<img class="help" src="../../main/images/help/report_center_summary_added_specimens.jpg" alt="Added specimens report section" title="Added specimens report section"><br />
 
<ul>
 
<li><b>Spec ID</b>: This column displays the Specimen ID of the Added Specimen</li>
 
<li><b>Pos</b>: This column displays the position in the rack the specimen now occupies.</li>
 
<li><b>Note</b>: This column displays the validation note if one exists.</li>
 
</ul>
 
<div class="help-heading">Full Report</div>
 
<br />
 
<div class="help-text">The Full Report displays all specimens, racks and containers involved in the validation batch. Each specimen is displayed in a three column table.</div>
 
<br />
 
<img class="help" src="../../main/images/help/report_center_full_report.jpg" alt="Full report" title="Full report"><br />
 
<ul>
 
<li><b>Spec ID</b>: This column displays the Specimen ID of the specimen.</li>
 
<li><b>Pos</b>: This column displays the position in the rack the specimen occupies.</li>
 
<li><b>Note</b>: This column displays the validation note if one exists.</li>
 
</ul>
 
<div class="help-text">If a specimen was marked as missing, the specimen's table entry will appear with a red background color and will display any extra information pertaining to the missing specimen. Consult the Summary Reports description of the missing specimens section for a list of extra information that may appear.</div>
 
<div class="help-text">If a specimen was added during the validation process, the specimen's table entry will appear with a blue background color and the note column will state when the specimen was added and who added it.</div>
 
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Revision as of 16:36, 20 December 2007

The report center is a central area from where all validation reports can be viewed.

  1. Click Report Center in the left-hand menu under the heading Validator.
    Report center menu

    Report Center screen

  2. The main Report Center screen will then appear. There are two methods to access a validation report.
    1. Batch Number Search: If the validation batch number is known, it can be typed into the search at the top of the screen. If the validation batch is found, the Summary Report will than appear.
    2. Select a Batch: Under the batch number search box a list of recent validation batches is displayed with the most recent batch at the top. Find the rack or container used in the validation and click on its ID. This will bring up the Summary Report.

Common Report Elements

Both the Summary Report and the Full Report share certain elements. These elements appear at the top of each report

Common Report Elements: Report Summary

The Report Summary appears at the top of every report and lists the basic information about the Validation Batch.
Report summary

  • Institution: The name of your institution.
  • Batch: The system assigned validation batch number.
  • Printed Date: Date and time the report was generated.
  • Validation Date: Date and time of the validation batch.
  • Validation Type: Specifies which type of validation, container or rack, was performed.
  • Container/Rack Name: The ID of the rack or container.
  • From: Name of the container from which the container or rack originated.
  • To: Name of the container to which the container or rack was transferred.
  • By: Username of the person who performed the validation.

Common Report Elements: Report Totals

The Reports Totals section lists information about the containers, racks, and specimens that were affected by a validation batch and is displayed directly below the Report Summary section.
Report totals

  • Expected: The total number of container, racks or specimens that have been entered into tube.tracker® and are present at the time of validation.
  • Actual: The actual number of containers, racks or specimens that were validated.
  • Missing: The number of missing containers, racks, or specimens.
  • Found: This field will contain a number only if there were any missing specimens reported during the initial validation. If any specimens were eventually found after the validation, the total number of which will be displayed.
  • Added: The number of extra specimens added during the validation.

Summary Report

The Summary Report is designed to give the user the most relevant information in the briefest amount of space. There are two sections that can appear on a Summary Report in addition to the two common report elements listed above.
Summary report

Summary Report: Missing Specimens

This section of the Summary Report will display all specimens that were not validated and were marked as missing. The table displayed is split into three columns.
Missing specimen report section

  • Spec ID: This column displays the Specimen ID of the missing specimen.
  • Pos: This column displays the position in the rack the specimen occupies.
  • Note: This column displays the validation note if one exists. If a specimen was eventually deleted, the report will display the delete event information in this column.

Other information may also appear below a specimen's entry in this table. There are four additional entries that can appear:

  • Validation Event Note: If a specimen was eventually found or deleted, the validation note will display below the specimen's entry.
  • Found Event: If a specimen was found, an entry will appear stating when it was found and by whom.
  • Delete Event: If a specimen was deleted, an entry will appear stating when it was deleted and by whom.
  • Other Specimen Notes: If there are any notes attached to the missing specimen, they will display in a separate box below all of the previous three events.

Summary Report: Added Specimens

This section will appear below the Missing Specimens section if any specimen were marked as missing during the validation. Otherwise, this section will appear immediately below the Report Totals. This section's table displays the same columns as the Missing Specimens.
Added specimens report section

  • Spec ID: This column displays the Specimen ID of the Added Specimen
  • Pos: This column displays the position in the rack the specimen now occupies.
  • Note: This column displays the validation note if one exists.

Full Report

The Full Report displays all specimens, racks and containers involved in the validation batch. Each specimen is displayed in a three column table.
Full report

  • Spec ID: This column displays the Specimen ID of the specimen.
  • Pos: This column displays the position in the rack the specimen occupies.
  • Note: This column displays the validation note if one exists.

If a specimen was marked as missing, the specimen's table entry will appear with a red background color and will display any extra information pertaining to the missing specimen. Consult the Summary Reports description of the missing specimens section for a list of extra information that may appear.

If a specimen was added during the validation process, the specimen's table entry will appear with a blue background color and the note column will state when the specimen was added and who added it.

Back to the Online Documentation