Edit an Existing SRN Work Order

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Edit an Existing SRN Work Order

To create a new Work Order (WO), read Create a New Work Order.

 

The work order consists of:

Chain of custody (COC) samples

COC data

SRN data

General issues

Sample issues (Sample/MAG/Analysis Issues)

oBottle-Non-Conformity

oTest Issues

Requests for resampling

 

To edit an existing work order, open the SRN Manager from the Forms group on the Plan ribbon.

SPM-SRN_Manager

On the Work Order tab, click the Edit button to open the Edit WO window. The Edit WO window contains two sections:

Top – Work Order master information

Bottom – Information for COC samples, COCs, SRN amendments, SRNs and resample requests.

SPM-SRN-Edit_Work_Order

Any modified information can be saved at any time by clicking Save. Click Close to close the window without saving.

 

 

Work Order Master Information

 

The information in this section can be edited, with the exception of WO Number, which can only be modified in EQuIS.

 

To improve readability on the Edit WO window, sections are collapsible. This section is collapsed by default to allow more screen space for remaining sections. The picture above shows it in an expanded state.

 

 

WO Samples Tab

 

This tab displays COC samples assigned to an SRN work order and allows the user to add/remove samples to/from the work order.

 

To add samples, click Add. A new form will be shown, allowing for a single COC. After selection, all samples from the selected COC not belonging to the edited WO will be added. A status message will show how many samples were added and how many were skipped.

 

Notes:

SPM will save the current WO before adding samples.

Only samples from one COC can be added to the WO.

 

The Select COC window, along with relevant information messages, indicate samples which have been added.

 

SPM-SRN-COC_Select_Window

 

20041-AddedSkippedSamples 20041-UnableToAddSample

 

After samples have been added, they will be displayed in the Data tab.

 

SPM-SRN-WO_Samples

 

To remove unwanted samples, highlight them and click Remove.

 

Note: The SRN Data Present column at the right on the image above denotes if there is SRN data present. Sample(s) cannot be removed if SRN Datais  indicated in this column. Please use EQuIS for this feature.

 

 

COCs Tab

 

This tab allows for entry or modification of COC information provided by the lab. Once samples are added from a COC (previous step), the COC sample data are displayed in the bottom pane. Fields shown are for lab-related information. Enter/modify information as needed.

 

SPM-SRN-COCs

 

 

SRN Amendments

 

Existing SRN amendment requests for current SRNs are shown in the SRN Amendments tab. This tab allows a user to enter/modify SRN amendments.

SPM-SRN-Amendments

To remove SRN amendment(s), select the item(s) to remove and then click Remove. To add a new SRN amendment, click Add. To edit an existing SRN amendment, highlight it and then click Edit. When adding or editing an SRN Amendment, the following dialog is displayed.

SPM-SRN-Amendments_Window

The Reason value is required and is restricted to be unique within a single SRN. Other fields are optional.

 

 

SRNs Tab

 

The information for SRNs associated with the WO being edited is contained in this section. If there is at least one SRN associated with edited WO, the section will list them, while displaying the most recent one. The top pane displaying existing SRNs is collapsible/expandable.

 

SPM-SRN-Edit_Work_Order-SRN_Tab

 

To add a new SRN, click Add. A New SRN window will open, allowing for entry of SRN information.

 

To edit an SRN, click Edit. See Edit an Existing SRN for more details.

 

To remove an SRN, navigate to it, and click Remove.

 

Note: An SRN cannot be removed if it contains at least one issue. Please remove SRN issues before trying to remove the SRN. The SRN can also be removed in EQuIS.

 

The Data section provides a summary of SRN issues.

 

SRN General Issues

 

Existing SRN general issues for current SRNs are displayed in the SRN General Issues tab, which allows a user to enter/modify SRN general issues.

 

To remove SRN general issue(s), select the item(s) to remove and then click Remove. To add a new SRN general issue, click Add. To edit an existing SRN general issue, highlight it and then click Edit. When adding/editing an SRN general issue, the following dialog is displayed.

SPM-SRN-Sample_Issue_Window

The Issue value is required, and is restricted to be unique within a single SRN. Remark field is optional.

 

SRN Sample Issues

 

This tab displays samples associated with SRN, and allows a user to enter/modify those samples:

Sample MAG/Analysis Issues

Re-sample Requests

Bottle Non-Conformity

Test Issues

 

SPM-SRN-Sample_Issues

 

See the Add/Edit SRN Sample, Bottle and Tests Issues article for details on modifying the SRN sample issues.

 

 

Resample Requests Tab

 

SPM-SRN-Resample_Requests