Configuring Multi Stage Testing

In some cases, United States Pharmacopeia (USP) methods may require multiple stages or levels of testing. Veeva LIMS Allows Design Data Admins to streamline this process by setting up multi stage tests at the Test Definition level. In order to use this feature, a Vault Admin must first configure it.

To configure multi stage testing:

  1. Activate the following picklist values:
    1. In the LIMS Criteria Purpose picklist:
      1. Stage Evaluation
    2. In the LIMS Target Result Scope (lims_target_result_scope__v) picklist:
      1. All Results Up To Current Test
      2. All Results in Variation Group
    3. In the Constant Type picklist:
      1. Specification Limit

  2. In the Lab Test Definition Criteria object, enable the Method Criteria object type

  3. Make the following page layout changes:
    1. Add the Test Type field to the Lab Test Definition detail page layout
    2. Add the Test Definition Variation Group field to the Test Definition Variation detail page layout
    3. Add the Active Pharmaceutical Ingredient field to the Lab Calculation Constant detail page layout
      1. Add a page layout rule to hide the Active Pharmaceutical Ingredient field if Constant Type!=Specification Limit
    4. Create a new page layout for the newly activated object type, Method Criteria for the Lab Test Definition Criteria object

  4. On the Lab Test object, activate the Generate Next Test action

  5. On the Lab Test lifecycle’s Testing Complete and Approved lifecycle states, add the following user action:
    1. If Variation Number is not blank, add the Generate Next Test action

Required Permissions

Design Data Admins must have the following permissions to set up Test Definitions for multi stage tests:

  • Lab Test Definition object: Read/Edit access on the Test Type field
  • Lab Test Definition Variation Group: Create/Read/Edit/Delete (for the Staged Testing Group object type)
  • Lab Test Definition Variation Group: Read/Edit on the Order field
  • Method Criteria object type for the Lab Test Definition Criteria object: Read/Create/Edit/Delete
  • Spec Data Sample Action: Read/Edit access on the Test Definition Variation Group field