# Test Execution (LIMS)

The Veeva LIMS test execution page allows Analysts to perform complex tests on samples and enter the results and inputs (such as assets and consumables). The page combines a view of the current effective method document from the QualityDocs Document Library, controlled via the Quality-LIMS connector, with a streamlined result and input entry interface. While the Analyst enters results and inputs, Veeva LIMS also ensures that every value entry is captured immediately per FDA data integrity requirements.

## About the Test Execution Page

The Veeva LIMS test execution page provides an intuitive interface to assist you in performing tests on a sample or set of samples.

<a href="https://platform.veevavault.help/assets/images/test-definitions-25r2-5.png" data-lightbox="images" data-title="" data-alt="Test Execution UI">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/test-definitions-25r2-5.png" alt="Test Execution UI" style="max-width: 30%;"  />
</a>

### Inputs Section

The upper left side of the test execution page is an Inputs grid which lists the inputs as rows and columns for the Selection (the user-selected input), an _Amount Used_ field to capture the amount (if applicable, only for consumables), and the _Expected Amount_ (if applicable, only for consumables).

### Results Grid

The lower left side of the test execution page is a grid, which lists the lab results to input in rows and the samples as columns. If applicable, any *Test Definition Variations* are also listed as columns below the sample name. In each cell, you can input a result corresponding to the row's result and the column's sample. You can add additional tests to the grid by performing the **Add Tests** action. If enabled, you can select **View Criteria Description** in the inline *Actions* menu to view a detailed product specification description for a given *Result*. A calculator icon beside the result entry cell indicates that Veeva LIMS will automatically calculate the result based on Spec Data when you click the **Evaluate** or **Verify** button.

### Method Parameters Grid

In cases where the applicable *Test Definition* includes *Results* at the *Test Set* level, the *Method Parameters* grid appears above the *Inputs* section. This grid is similar to the *Results* grid, but it lists *Lab Test Set Results* rather than *Lab Test Results*.

<a href="https://platform.veevavault.help/assets/images/lims-25r14-method-parameters.png" data-lightbox="images" data-title="" data-alt="Method Parameters grid">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/lims-25r14-method-parameters.png" alt="Method Parameters grid" style="max-width: 30%;"  />
</a>

### Test Variations in the Test Execution UI

If your test includes [variations](/en/lr/51412703/#variations), the UI appears differently to visually represent differences in tests as a result of the variations. The following images show the Test Execution UI for a test without variations and a test with variations respectively.

<a href="https://platform.veevavault.help/assets/images/test-definitions-25r2-3.png" data-lightbox="images" data-title="" data-alt="Test Execution UI without variations">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/test-definitions-25r2-3.png" alt="Test Execution UI without variations" style="max-width: 30%;"  />
</a>

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Aggregate Results from different <em>Test Variations</em> do not appear in the Test Execution grid, even if they target the test in question.</p>
    </div>
  </div>
</div>



### Test Execution Page Keyboard Shortcuts

#### General Test Execution Keyboard Navigation

This applies to the whole test execution screen, including the Inputs and Results grids.

| **Action** | **Windows Shortcut** | **MacOS Shortcut** |
|--- |--- |--- |
|Move to next element on screen|`<Tab>`|`<Tab>`|
|Move to previous element on screen|`<Shift + Tab>`|`<Shift + Tab>`|

#### Inputs Grid Navigation

| **Action** | **Windows Shortcut** | **MacOS Shortcut** |
|--- |--- |--- |
|Navigate the available Inputs for selection|`<↑ and ↓>`|`<↑ and ↓>`|
|Select an Input|`<Enter>`|`<Enter>`|

#### Results Grid Navigation

| **Action** | **Windows Shortcut** | **MacOS Shortcut** |
|--- |--- |--- |
|Navigate the results in a column |`<↑ and ↓>`|`<↑ and ↓>`|
|Activate a result cell for entry|`<Enter>`|`<Enter>`|

**After Activating a Result Cell for Entry**

| **Action** | **Windows Shortcut** | **MacOS Shortcut** |
|--- |--- |--- |
| **For text result types only:** Add a new line of text|`<Shift + Enter>`|`<Shift + Enter>`|
| **For picklist result types only:** Picklist value selection|`<↑ and ↓>`|`<↑ and ↓>`|
| **For date result types only:** Use the Today option|`<Tab>`|`<Tab>`|
| **For date result types only:** Date selection|`<↑ and ↓>`|`<↑ and ↓>`|
| **For date/time result types only:** Use the Now option|`<Tab>` three times|`<Tab>` three times|
| **For date/time result types only:** Date & Time selection|`<↑ and ↓>`, then press `<Enter>` or `<Tab>`|`<↑ and ↓>`, then press `<Enter>` or `<Tab>`|
| **For date/time result types only:** Time selection|`<↑ and ↓>`|`<↑ and ↓>`|
| **After a result cell has been populated:** Save result|`<Enter>`|`<Enter>`|

### Test Step Selector {#selector}

Test Steps allow you to perform tests in a series of logical steps that can be organized in accordance with the method document. The Test Step Selector bar above the Inputs grid allows you to navigate between steps in the test. Click the name of the step to display a drop-down menu and select between all available steps. To proceed in the step, click the **Next**, **Evaluate**, or **Verify** button in the top right of the *Test Execution* page. The button displayed depends on the types of results in the test:

* **Evaluate**: Either the set of results contains a calculated result, or is referenced by a *Spec Data Criteria*, which must be evaluated before proceeding. Once evaluated, the button will change to either **Next** or **Verify**.
* **Next**: This step of inputs/results is complete, but there are remaining inputs/results to complete in other test steps.
* **Verify**: You have completed all inputs/results in all test steps.

### Method Document

If the test has a method document, Veeva LIMS displays it on the right side of the test execution page in a document viewer. This viewer allows many of the same navigation features as the [standard Vault document viewer](/en/lr/9753/).

### Exiting a Test

Click the **Exit Test** button to leave a test in progress. Vault retains any progress and will start from the same state when you resume the test.

### Resume a Test

From a *Lab Test* record's **Actions** menu, perform the **Resume Test** action. The test execution page will be displayed as it was prior to exiting.

## Executing a Test

To execute a *Lab Test*:

1. From a *Lab Test* record's **Actions** menu, perform the **Begin Test** action. Vault then completes the following:
    1. The *Test Start* *Date* field on the *Lab Test* is populated with the current date and time*.*
    2. The *Test Owner* field on the *Lab Test* is populated with the user who performed the action.
    3. The *Lab Test* is added to a *Lab Test Set* record. If this is the first *Lab Test* added, the system creates a new *Test Set* and then adds the *Lab Test* to that record.
    4. The *Test Start* *Date* field on the *Lab Test Set* is populated with the current date and time*.*
    5. The *Lab Test* and *Lab Test Set* move to the In Progress lifecycle state.
2. If applicable, Inputs (consumables and instruments) are displayed on the top left side of the *Test Execution* page.
3. The results for the test appear as rows in the *Lab Test Results* and *Method Parameters* grids in the lower left (or at the top of the page if there are no Inputs), while the sample tests for which you will collect results appear as columns (with the _Test Definition Variation_ name appearing below the _Sample Name_, if applicable).
4. If the test is divided into multiple steps, you can navigate between them using the [Test Step Selector][0] at the top of the page.
5. If the test has an associated method document, you can navigate through the document for instructions or reference on the right side of the page.
6. Additional tests can be added to the test execution page (and the associated *Lab Test Set* record) by clicking **Edit Test Set** and checking the boxes next to the applicable tests. While editing, you can change the order of these tests by selecting the **Reorder** tab.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: When the tests have variations, only variations with the exact same set of <em>Inputs</em> and <em>Input</em> parameters (for example, <em>Expected Amount</em>, <em>Expected Amount Units</em>, <em>Required</em>) can be added to the test set.</p>
    </div>
  </div>
</div>



7. For each step (if applicable), perform the required test(s), while inputting values for the *Inputs* (if applicable) and for each result in the appropriate cell. When you enter a result value, Vault automatically formats it for precision/rounding requirements, including either decimal places or significant figures. When you exit the _Input_ or _Result_ cell, Vault automatically saves the value that was entered. During this save process, certain elements of the screen are disabled (for example, the _Next_, _Evaluate_, _Verify_, and _Complete_ buttons).
8. If the test is divided into multiple steps, click the **Next** or **Evaluate** button in the top right of the *Test Execution* page to proceed. When you click the **Evaluate** button, the system calculates the values of the *Lab Test Results* and *Lab Test Set Results* and evaluates them against their respective specification criteria. Any committed modifications to previously input *Lab Test Results* and *Inputs* require an e-signature.
    6. Vault logs all inputted values in the *Lab Test Result*'s or *Lab Test Set Result*'s [record audit trail](/en/lr/517/), even during the initial result input.
    7. Vault logs all input values in the *Input'*s [record audit trail](/en/lr/517/), even during the initial input entry.
9. Address any *Lab Test Results* or *Lab Test Set Results* that display [exceptions][1] as applicable. You can hover over the alert icon beside a *Result* to view a tooltip containing a detailed description of its *Criteria*. For *Criteria* details that are too long to display in the tooltip, you can select **View Details** to see the full text in a dialog window.
10. Once all required *Inputs* and *Results* have been added for all steps (as applicable), click the **Verify** button to enter the verification phase of testing.
    1. If you attempt to complete a step with required _Inputs_ or _Results_ with no value, they are displayed as seen below. Enter any missing required values before completing the step.

<a href="https://platform.veevavault.help/assets/images/testex-enhance-4.png" data-lightbox="images" data-title="" data-alt="Test Execution UI">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/testex-enhance-4.png" alt="Test Execution UI" style="max-width: 30%;"  />
</a>

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Any formatted values that can be localized (such as date/time, date, or translations) are recorded based on the Vault timezone. If the Vault timezone changes, these formatted values are not updated.</p>
    </div>
  </div>
</div>



## Verifying a Test

When you click the **Verify** button on a *Lab Test*, Vault displays a summary of the test execution as follows:

* Exceptions (if applicable) are displayed at the top of the screen as [icons][1]. The *Results Review* section displays the results for each test, as well as any exception symbols which are relevant to the result.
* The *Inputs* section displays the consumables and instruments used during testing. If an input was modified after being committed, a revised symbol will be displayed.

On this page, changes to result values or input values require a change reason and eSignature.

<a href="https://platform.veevavault.help/assets/images/test-definitions-25r2-6.png" data-lightbox="images" data-title="" data-alt="Test Execution UI">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/test-definitions-25r2-6.png" alt="Test Execution UI" style="max-width: 30%;"  />
</a>

### Editing a Lab Test Result After being Committed

To edit a *Lab Test Result* after it has been committed (after a user clicks the Evaluate, Next, or Verify button):

1. In the **Actions** menu within the result cell, select **Edit**.
2. Enter the revised value. Vault displays a **Commit** button and a **Discard** button.
3. If the new value is incorrect, click the **Discard** button to return to the original value. This stops the editing process and displays the previous result value in Read Only mode.
4. If the new value is correct, click the **Commit** button. Vault displays a task dialog where you can enter a change reason and your eSignature.
5. Click **Confirm**.

Any calculated results will be recalculated upon committing the new result value, which is included in the calculation.

### Editing an Input After being Committed

To edit an Input after it has been committed (after a user clicks the _Evaluate_, _Next_, or _Verify_ button):

1. In the **Actions** menu within the result cell, select **Edit**.
2. Enter the adjusted value. Vault displays a **Commit** button and a **Discard** button.
3. If the new value is incorrect, click the **Discard** button to return to the original value. This stops the editing process and displays the previous result value in Read Only mode.
4. If the new value is correct, click the **Commit** button. Vault displays a task dialog where you can enter a change reason and your eSignature.
5. Click **Confirm**.

### Completing a Lab Test

To complete a *Test Execution*, click **Complete**. Vault adds a date/time value to the *Test End Date* field of each *Lab Test* upon performing this action. The *Test* *End Date* field of the *Lab Test Set* is also populated. The *Lab Test*(s) and *Lab Test Set* move to the *Testing Complete* lifecycle state.

## Reopening a Test

Reopening a test allows you to revise the results of a test after it has been completed. To reopen a test:

1. Perform the **Reopen Lab Test** action on a *Lab Test* record or on the test execution page.
2. Click **Confirm** or **Start** (depending on configuration).

When you complete this action, Veeva LIMS automatically makes the following changes to the *Lab Test* and related records:

* The *Lab Test* moves out of the *Testing Complete* state type
* The *Reopen Start Date* date/time field is populated
* The *Complete* field on the *Lab Test* is set to *False*
* The *Complete* field on the *Lab Test Result(s)* is set to *False*
* The *Complete* field on the *Lab Inputs(s)* is set to *False*
* The related *Test Set* changes to the *In Verification* state type

Use the **Resume Test** action on the *Lab Test* to open *Test Execution*. After making any necessary revisions to the reopened test results or inputs, click the **Complete** button to move the *Lab Test* back to the *Testing Complete* state type.  At this point the *Reopen End Date* date/time field is populated on the *Lab Test,* and the *Test Set* moves back to the *Testing Complete* lifecycle state.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: You cannot reopen a <em>Lab Test</em> that is used as part of a <em>Stability Study</em>’s <em>Initial Timepoint</em> without first reopening the <em>Initial Timepoint Spec Execution</em>.</p>
    </div>
  </div>
</div>



## Retesting

Retesting allows you to perform an entire test again. To retest:

1. Perform the **Retest Lab Test** action on a *Lab Test* record.
2. Enter a **Reason** in the dialog.
3. Click **Confirm**.

When you confirm this action, Veeva LIMS automatically updates the *Lab Test Retests* section of the affected *Lab Test* with the new Retest.

## Transcribing Sample Results

In some cases, such as when testing is performed by an external lab rather than in-house, it may be necessary to directly transcribe test results for a sample rather than performing a standard test execution. Admins can set up simplified tests for this purpose that allow users to quickly enter results from a Certificate of Analysis provided by the external lab. These tests do not require an execution method or input logging and do not include cross-test variables or aggregate results.

<a href="https://platform.veevavault.help/assets/images/test-definitions-25r2-4.png" data-lightbox="images" data-title="" data-alt="Sample Result Entry">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/test-definitions-25r2-4.png" alt="Sample Result Entry" style="max-width: 30%;"  />
</a>

To directly transcribe sample results:

1. From the *Lab Sample* record's **Actions** menu, select **Launch Sample Result Entry**.
2. Click **Continue**.
3. On the *Sample Results Entry* page, enter your results.
4. Click **Evaluate**. This option is only selectable once you have populated all required results for each of the sample's tests. If you need to change a result after the evaluation, open the **Actions** menu within the result's cell and select **Edit**. This action prompts you for an eSignature upon changing the result.
5. Click **Verify** to see all of your results and any applicable exceptions.
6. Click **Complete**.

## Lab Result Alerts {#alerts}

The Results grid displays alerts for cells under certain circumstances. While some alerts are only displayed in the review phase of testing, the following can also be displayed during initial input:

|Alert Symbol|Indicates|Description|
|---|---|---|
| <img class="inline" src="https://platform.veevavault.help/assets/images/lims-alert-invalid-22r23.png" alt="Invalid Entry" style=" width: 12px;" /> | Invalid Entry | The value in this cell is not of the type expected for this Lab Result. |

### Review Alerts

The following alerts can only display once the test has entered the review phase:

|Alert Symbol|Indicates|Description|
|---|---|---|
| <img class="inline" src="https://platform.veevavault.help/assets/images/23r14-lims-test-ex-4.png" alt="Out of Specification" style=" width: 30px;" /> | Out of Specification | Appears when the result does not meet Criteria with indication of 'Out of Specification' |
| <img class="inline" src="https://platform.veevavault.help/assets/images/23r14-lims-test-ex-2.png" alt="Previously Out of Specification" style=" width: 30px;" /> | Previously Out of Specification | Appears when a result was out of specification prior to being edited, and is no longer out of specification |
| <img class="inline" src="https://platform.veevavault.help/assets/images/23r14-lims-test-ex-8.png" alt="Out of Control" style=" width: 30px;" /> | Out of Control | Appears when the result does not meet Criteria with indication of 'Alert' |
| <img class="inline" src="https://platform.veevavault.help/assets/images/23r14-lims-test-ex-7.png" alt="Revised" style=" width: 30px;" /> | Revised | Appears when a result was changed after result evaluation |
| <img class="inline" src="https://platform.veevavault.help/assets/images/23r14-lims-test-ex-5.png" alt="Overridden Data Entry Method" style=" width: 30px;" /> | Overridden Data Entry Method | Appears when a value was expected to be a calculation or from an instrument and it was manually entered instead |
| <img class="inline" src="https://platform.veevavault.help/assets/images/23r14-lims-test-ex-1.png" alt="Overridden Data Entry Method" style=" width: 30px;" /> | Reopened | Appears when the _Lab Test_ has been reopened |
| <img class="inline" src="https://platform.veevavault.help/assets/images/23r14-lims-test-ex-3.png" alt="Overridden Data Entry Method" style=" width: 30px;" /> | Retested | Appears when the _Lab Test_ has been retested |
| <img class="inline" src="https://platform.veevavault.help/assets/images/testex-enhance1.png" alt="Additions" style=" width: 30px;" /> | Additions | Appears when a test has been added manually |

## Related Permissions

For Analysts to execute tests, they must have a security profile or role which grants them the following permissions:

|Type|Permission|Control|
|---|---|---|
| Security Profile | Object: Lab Test: View, Edit | Ability to view and begin _Lab Tests_. |
| Security Profile | Objects: Test Definition, Test Definition Step, Test Definition Result, Test Definition Input, Test Definition Variation, Test Definition Variation Input, Test Definition Variation Result, Lab Result Picklist, Lab Result Picklist Option, Spec Data, Spec Data Criteria: View | Ability to view the Spec Data from which the testing is performed and evaluated |
| Security Profile | Object: Lab Test Result, Lab Test Result Change: View, Edit | Ability to view and edit _Lab Test Results_ |
| Security Profile | Object: Lab Test Input, Lab Test Input Change Set: View, Edit | Ability to view and edit _Lab Test Inputs_ |
| Security Profile | Objects: Lab Criteria Evaluation, Lab Test Result Change Signature, Lab Test Input Change Set Signature, Lab Sample, Lab Test, Lab Test Signature: View | Ability to view data related to the _Lab Test_ or _Lab Result_ |

  [0]: #selector
  [1]: #alerts
