Submit Job

The Submit Job screen provides a guided process for creating and submitting jobs and samples in LabHQ. The submission is split into four steps so that you can enter the job information, select the products and samples required, configure each sample and review everything before submission.

You can move backwards and forwards between the steps without losing information you have already entered.

Prerequisites

To submit a job you require:

• The Lifecycle:Submit job     user permission.
• A full static data setup, meaning:
  1. At least 1 client assigned to your user account.
  2. At least 1 published (version 1 or greater) product, assigned to the client.
  3. At least 1 published (version 1 or greater) test method.
  4. At least 1 test suite, assigned to the latest versions of both the product and test method.

Accessing Submit Job

To submit a new job:

1. Open Lifecycle from the navigation menu.
2. Select Submit Job.

Or, click on the Submit Job quick link in the top header bar.

The job submission wizard will open at the job details.

Step 1: Job Details

The first step captures the information that applies to the overall job.

Job ID

The Job ID identifies the job throughout LabHQ.

You can leave the Job ID blank to allow LabHQ to automatically generate an ID when the job is submitted, or you can enter your own Job ID before submission if you need to use an existing internal or customer reference.

Client

Select the client that the job belongs to. A client must be selected before you can continue.

Additional Job Details

You can also record:

• Batch number - optional.
• Description - optional additional information about the job.
• Custom fields - any job custom fields configured for the client are displayed on this screen. Complete these as required.

Select Next when you are ready to continue.

Step 2: Products & Samples

This step defines what is being submitted as part of the job and how many samples are required.

Adding Products

Use Search Products to find and select a product, then click Add Product.

You must add at least one product to a job.

Multiple products can be included in the same job.

Setting the Number of Samples

For each selected product, enter the number of samples you want to create.

At least one sample must be included for each product.

The totals displayed on the screen show the overall number of products and samples currently included in the job.

To remove a product before continuing, select the delete icon alongside it.

Select Next once you have added the required products and samples.

Step 3: Sample Details

This step allows you to enter sample information and assign testing individually for each sample in the job.

Navigating Between Samples

Samples are grouped by product.

Use the product tabs in the sample navigation to move between the different products in the job. Within each product, use Prev and Next to move between its samples.

The current position is displayed above the sample information, for example:

Sample 1 of 3 - Generic Material

You can move between samples without losing information you have already entered.

Recording Sample Information

For each sample, complete the available sample details:

• Batch number - mandatory.
• Reference - optional.
• Description - optional additional information about the sample.
• Custom fields - any sample custom fields configured for the client are displayed and can be completed as required.

Removing a Sample

If an individual sample is no longer required, you can remove it from the job before submission.

Navigate to the sample you want to remove and select the Delete sample icon displayed alongside the sample details.

The selected sample will be removed from the job and the sample count for the product will be updated automatically.

Copying Sample Details

Where several samples contain the same sample information, use the Copy button to reduce repetitive data entry.

Sample information can be copied to other samples within the job, allowing common details to be entered once and reused.

The sample details are copied without changing the tests assigned to the destination samples, so testing can still be configured independently.

Selecting a Test Suite

Under Test Details, select a test suite for the sample.

Only test suites available for the selected product can be chosen. Selecting a test suite automatically assigns the tests configured within the test suite to the sample.

Editing Assigned Tests

The Assigned Tests section displays the individual test methods currently assigned to the sample.

You can adjust the testing required by:

• Removing an assigned test method.
• Searching for and adding an additional individual test method.
• Adding repeat tests by changing the Total for a test method.

For example, setting the total tests to 2 means that the test will be performed twice for that sample.

Where the same repeat total is required for other test methods, use the Copy option alongside the total to copy the value rather than entering it repeatedly.

Copying Test Configuration

If multiple samples for the same product require identical testing, use the Copy option within the test details and select Copy to all samples in this product.

This copies the current test configuration to the other samples belonging to that product.

Once all mandatory information has been entered for every sample, select Next to continue.

Step 4: Review & Submit

The final step provides a complete summary of the job before it is submitted.

The Job Summary displays the job information you entered, including:

• Job ID, where manually entered
• Client
• Batch Number
• Description
• Configured job custom fields
• Total products and samples

The Products & Samples section displays each product and its associated samples, including the sample information and selected test suite.

Review the information carefully before submitting.

Making Changes

If anything needs changing, select Previous to return to an earlier step.

Previously entered information is retained, allowing you to make the required changes and then return to the review screen.

Submitting the Job

When you are satisfied that the information is correct, select Submit Job.

If you did not manually enter a Job ID, LabHQ will generate one automatically during submission.

Once submitted:

• The job is created.
• All associated samples are created.
• The job and samples are set to a Submitted status.