Configuring Non-Routine & Ad Hoc Testing

Non-routine testing allows quality control analysts to perform Tests on Samples outside of the standard batch release process, based on an effective Spec Data. Ad hoc testing allows users to create Samples, Tests, and Criteria as needed to create their own combination of Tests for non-routine Samples.

In order to configure non-routine and ad hoc testing for use:

  1. Activate the following:
    1. The Non-Routine Request object and object types
    2. The Initiate Request action on the Non-Routine Request object
    3. The Non-Routine object type for the Spec Data object
    4. The Non-Routine object type for the Lab Sample object
    5. The Non-Routine Lab Sample value for the Non Conforming Sample Type picklist
  2. Create a tab or page for Non-Routine Requests (non_routine_testing__c)
  3. Create/Edit Permission Sets for the following objects:
    1. Non-Routine Request: Grant access to Initiate Request action
    2. Spec Execution (Non-Routine / Ad Hoc)
  4. Make the following additions to the Non-Routine Request page layout:
    1. Add the Spec Data control to the page layout
    2. Add the Sample Definitions app section to the page layout
  5. Make the following changes to the Lab Sample Lifecycle:
    1. Add Non-Routine Spec Execution to the Deliver Sample and Receive Sample user actions in the Unreceived state
    2. Add a default value for the Non-Routine object type for the name prefix in the Spec Execution object.
  6. Optional: Add a workflow for review and approval prior to the Initiate Request action
  7. Optional: Lock Spec Data Trace ID (and other fields) after Initiate Request to prevent the Spec Data from being changed after the Spec Execution is created
  8. Optional: Remove the Initiate Request user action if there is a Spec Execution generated to keep the ratio of requests and Spec Execution records 1:1