Configuring Quantity Tracking

Quantity Tracking enables Lab Analysts to track the quantity of product that needs to be stored and how much needs to be pulled from storage at each Timepoint throughout the duration of a study. In order to configure this feature for use, an Admin must complete the following steps:

  1. Navigate to Admin > Configuration > Objects > Lab Sample Definition and select the Fields tab.
  2. Select Storage Condition.
  3. Click Edit.
  4. In the Options section, check the Display in default lists and hovercards box.
  5. Click Save.
  6. Return to Admin > Configuration > Objects > Lab Sample Definition > Fields and select Storage Orientation. Repeat steps 3-5 for this field. This ensures that these values are displayed on the Collect Action record (related to Spec Data) when a user hovers over the Sample Definition field.
  7. Navigate to Admin > Configuration > Object Lifecycles and make modifications to the following lifecycles:
    1. Spec Data:
      1. On the Effective state, configure an Entry Action to trigger the Update Inventory action. Make sure that this action is only configured for Spec Data object type Stability Study Spec Data. The system allows configuration for other object types, but the action cannot execute for those types and will fail silently without error.
    2. Lab Study:
      1. On the Completed state, add an Entry Action to set completed__v=true
      2. On the New state, add an Entry Action to set completed__v=true
      3. On the Timepoints Complete state, add an Entry Action to set completed__v=true
    3. Lab Study Timepoint:
      1. On the Cancelled state, add an Entry Action to set cancelled__v=true
      2. Remove the Create Record event action.
    4. Lab Sample: On the Unreceived state, ensure that the Pull Sample action uses the standard workflow lab_sample_pull__v
  8. Navigate to Admin > Configuration > Objects > Lab Study and complete the following steps:
    1. On the Actions tab:
      1. Set the Refresh Inventory action to Active.
    2. On the Layouts tab:
      1. Add the Inventory Summary Related Object Section and select the Prevent Record Creation Creation Option.
      2. Add the Inventory Related Object Section and select the Prevent Record Creation Creation Option.
  9. Assign the following fields to the Stability object type on the Lab Sample object:
    1. Sample Definition
    2. Sample Plan
    3. Spec Execution
    4. Unit of Measure
    5. Planned Quantity
    6. Study
    7. Study Timepoint
    8. Time Stored
    9. Time Stored Units
    10. Inventory Record
    11. Sample Instructions
    12. Label Definition
    13. Label Quantity
    14. Quantity
    15. Due Date
    16. Manually Added
    17. Mode of Creation
    18. Spec Data
    19. Spec Data Sample Action
  10. Navigate to Objects > Spec Data and complete the following steps:
    1. On the Actions tab:
      1. Set the Create Collect Sample Actions action to Active.
  11. Navigate to Object Lifecycles > Spec Data Lifecycle and complete the following steps:
    1. On the Effective state, add the following Entry Action: If Spec Data Type equals Stability, Update Inventory.
    2. On the Draft state, add the Create Collect Sample Actions User Action.
  12. Return to Objects > Spec Data and complete the following steps:
    1. On the Layouts tab:
      1. Select Stability Spec Data Detail Page and add a section for Spec Data Sample Action using the following VQL criteria: object_type__vr.api_name__v = 'spec_data_collect_action__v' (Apply on creation=true)
  13. Navigate to Objects > Lab Study > Actions and set the Activate Refresh Inventory action to Active.
  14. Navigate to Object Lifecycles > Lab Study and add Activate Refresh Inventory as a User Action to the New and In Progress states.
  15. Add Use Quantity Tracking and Use Draft Spec Data to the page layouts for the Lab Study Design and Lab Study objects.
  16. Add a Layout Rule to hide the Inventory and Inventory Summaries fields if the Use Quantity Tracking field equals false.