Creating and Working with a Sampling Order

Creating and Working with a Sampling Order

This section has information on creating a Sampling Order (also called an SO) from a sample entry and on adding samples to the order.

tip

If you are not using the sampling system in CATS, but want to create a Sampling Order anyway, you can add an SO as you would any other traffic form. [[cats:procedures:traffic:orders|See the wiki on working with traffic documents for more information]].

Creating a Sampling Order from a Sample

To create a sampling order, open the sample that you want to create an order. Once the sample screen is open go to SO on the top menu bar and choose Add Sample Order.\

Adding a sampling order

Enter an order number and press Save.\

Creating a sampling order.

Enter an account code and press Apply.\

Add an account code

The sampling order is complete. Go to Prn on top menu bar to choose a print option.\

Sampling order

Adding a Sample to the Sampling Order

Once a traffic form (SO) is created, you can add a sample to the order. Go to Sample on the top menu bar.

Adding a sample to a traffic form.

Choose to add a received or outgoing sample.

Adding a sample to a traffic form

Select the sample type and then choose Continue to proceed. Click here for more information on sample types and how to set them up in CATS.\

Select sample type

Next, add the details to the sample entry. Press Apply to continue.

Add details to the sample

The sample has been created. Press Exit to return to the traffic form.

Sample