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CONTENTS 12.0 LABORATORIES AND METHODS ........................................................................... 12-1 12.1 Standard Method ................................................................................................... 12-2 12.1.1 Model Changes for Standard Method ....................................................... 12-2 12.1.2 Standard Method Page Flow ..................................................................... 12-3 12.2 Analyte Method Pairing ...................................................................................... 12-16 12.2.1 Model Changes for Analyte Method Pairing .......................................... 12-16 12.2.2 Analyte Method Pairing Page Flow ........................................................ 12-16 12.3 Laboratory (Lab) ................................................................................................. 12-24 12.3.1 Model Changes for Laboratory ............................................................... 12-24 12.3.2 Laboratory Maintenance Page Flow ....................................................... 12-28 12.4 Lab Analyte Method Association ....................................................................... 12-55 12.4.1 Model Changes for Lab Analyte Method Asgmt .................................... 12-55 12.4.2 Lab Analyte Method Association Page Flow ......................................... 12-57 EXHIBITS Exhibit 12-1. SDWIS/STATE Home Page ................................................................................. 12-1 Exhibit 12-2. Standard Method Search ....................................................................................... 12-3 Exhibit 12-3. Standard Method Maintenance List ...................................................................... 12-6 Exhibit 12-4. Standard Method Code Delete Conflict ................................................................ 12-8 Exhibit 12-5. Delete Standard Method ....................................................................................... 12-9 Exhibit 12-6. Standard Method Maintenance ........................................................................... 12-11 Exhibit 12-8. Standard Method Name Selection List ............................................................... 12-15 Exhibit 12-9. Analyte Method Pairing Search .......................................................................... 12-17 Exhibit 12-10. Analyte Method Pairing Maintenance List ....................................................... 12-19 Exhibit 12-11. Delete Analyte Method Pairing Confirmation .................................................. 12-21 Exhibit 12-12. Analyte Method Pairing Maintenance .............................................................. 12-23 Exhibit 12-13. Laboratory Search ............................................................................................. 12-28 Exhibit 12-14. Laboratory Maintenance List ............................................................................ 12-32 Exhibit 12-15. Delete Laboratory ............................................................................................. 12-34 Exhibit 12-16. Laboratory Maintenance ................................................................................... 12-36 Exhibit 12-17. Laboratory Points of Contact Maintenance List ............................................... 12-43 Exhibit 12-18. Delete Laboratory Contact ................................................................................ 12-45 Exhibit 12-19. Laboratory Point of Contact Maintenance ........................................................ 12-47 Exhibit 12-20. More Laboratory Points of Contact .................................................................. 12-54 Exhibit 12-21. Lab Analyte Method Search ............................................................................. 12-57 Exhibit 12-22. Lab Analyte Method Association Maintenance List ........................................ 12-61
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12.0
LABORATORIES AND METHODS
The Laboratories and Methods component on the SDWIS/STATE Home Page (Exhibit 12-1) will enable access to the options listed below. These options will be available for users with System Administrator (SA) or Laboratory (LB) roles. Standard Method Analyte Method Pairing Laboratory Laboratory Analyte Method Association (B.12.0.a)
Each of these selections is thoroughly described in the section below.
Exhibit 12-1. SDWIS/STATE Home Page
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12.1
Standard Method
All Standard Method (TSASTM), Standard Method Code (TSASMN) and Standard Method Analyte Assignment (TSASMAA) rows added with the base database or by schema migration will have a state code of “ST” and as such be available for maintenance by the primacy agency. (B.12.1.a) 12.1.1 Model Changes for Standard Method Changes to STANDARD_METHOD_NUMBER (TSASMN): Resize code from 12 to 30. There‟s not enough room in the method code field to add the method code specified in Appendix B-6. (R0084:A.12.1.1.a) Change permitted value „C‟ to „Y‟ in collection_indicator_code and change its description to “Yes, indicating the Standard Method Code is a sample collection method.” Schema migrate all „C‟ values to „Y‟ values. (B.12.1.1.a) Change permitted value
to „N‟ in collection_indicator_code and make it the default value. Change its description to “No, indicating the Standard Method Code is not a sample collection method.” Schema migrate all spaces and null values to „N‟ values. (B.12.1.1.b) Delete permitted value „A‟ from collection_indicator_code. Schema migrate all „A‟ values (if any) to „N‟ values. (B.12.1.1.c)
Schema migration: New laboratory certification process requires method to be “in effect” when sample the was analyzed. Many rows in TSASMN table do not have Effective Start Date valued; and therefore must be valued. For each row in TSASMN with Effective_Start_Dt = null, 1/1/1901 or 1/1/0001, set Effective_Start_Dt to lesser of D_Last_Updt_Ts or Effective_End_Date (when Effective_End_Date is not null). (R0059:A.12.1.1.b) (B.12.1.1.d) Requirement to allow primacy agencies to control the Standard Method, Standard Method Number and Standard Method Analyte Assignment tables. For each row in TSASTM with TSASTM_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.e) For each row in TSASMN with TSASMN_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.f) For each row in TSASMN with TSASTM_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.g) For each row in TSASMAA with TSASMAA_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.h) For each row in TSASMAA with TSASMN_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.i)
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For each row in TSASAR with TSASMN_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.j) For each row in TSASAMPL with TSASMN_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.k) For each row in TSASMPSM with TSASMN_ST_CODE=”HQ”, set ST_CODE to “ST”. (B.12.1.1.l)
12.1.2 Standard Method Page Flow When the user selects Standard Method from the Laboratories and Methods menu item of the SDWIS/STATE Home Page, the Standard Method Search page will be presented (Exhibit 12-2). 12.1.2.1 Standard Method Search
The Standard Method Search page will provide the flexibility to search for Standard Methods either by Name or Code.
Exhibit 12-2. Standard Method Search Entry Fields: Standard Method Name
The name of the standard method. A partial value may be used to list standard methods beginning with the value supplied. The value will be used to do an equal or greater than value search.
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The Standard Method name field is optional. When a value is provided, the Standard Method Code field will become protected. Standard Method Code The code of the standard method. The value will be used to do an equal or greater than value search. The Standard Method Code field is optional. When a value is provided, the Standard Method Name field will become protected. Buttons: [Standard Method Name] Go To
Will invoke the Standard Method Name Selection List where the user can select a standard method name. Will invoke the following actions: If the Standard Method Name was used as the search criteria, the result list will present Standard Methods with names equal to and greater than the supplied value. If the Standard Method Code was used as the search criteria, the result list will present Standard Methods whose codes are equal to and greater than the supplied value. The value is a text value and will use alphanumeric search processing. If nothing is entered, then the result list will present all standard methods.
Search
Clear Cancel Help Tab Sequence:
Will reset both fields to blank and unprotect both. Will return to the SDWIS/STATE Home Page. Will invoke online Help for this page.
Standard Method Name, [Standard Method Name] Go To, Standard Method Code, Search, Clear, Cancel and Help. 12.1.2.2 Standard Method Maintenance List
The Standard Method Maintenance List page will display a list of standard methods filtered by the search criteria provided. This page will also serve as a Selection List page in single-select mode.
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When the page is functioning as a Standard Method Selection List, there are three options for its use. (B.12.1.2.2.a) 1. No Analyte is Selected This option is used when the analyte has not been specified. The View/Search will be available from the menu. The only option available from the Edit menu item will be Edit/Select. This option is used from the Standard Method GoTo button on both the Analyte Method Pairing Search and Maintenance pages and the Laboratory Analyte Method Association Search page. It is also used regardless of criteria entered from the Standard Method GoTo button on the Laboratory Analyte Method Association Maintenance List page. On the latter page, the list is not filtered as the validation is done in the OK button. 2. Analyte Selected This option is used when the analyte has been specified. The View/Search will be disabled to prevent the user from picking a standard method code not valid for the supplied analyte. The only option available from the Edit menu item will be Edit/Select. This option is used from the Standard Method GoTo button(s) on the Coliform Sample Maintenance, the LCR Sample Maintenance, General Result Maintenance, Radionuclide Result Maintenance and Microbiological Result Maintenance pages when the Lab Certification edit is not enabled. 3. Analyte and Laboratory are Selected This option is used when the analyte and laboratory have been specified. The View/Search will be disabled to prevent the user from picking a standard method code not valid for the supplied analyte and Laboratory. The only option available from the Edit menu item will be Edit/Select. This option is used on the Coliform Sample Maintenance, the LCR Sample Maintenance, General Result Maintenance, Radionuclide Result Maintenance and Microbiological Result Maintenance pages when the Lab Certification edit is enabled. It is not used on the Laboratory Analyte Method Association Search page when the analyte and laboratory have been specified as the user may wish to add records. Instead the Laboratory Analyte Method Association Maintenance List page will present with no records listed. The invoking page may also request that the list be limited to standard methods that are associated to the analyte provided. If the analyte is supplied by the invoking page, the View/Search will be disabled to prevent the user from picking a standard method code not valid for the supplied analyte. Exhibit 12-3 depicts the Standard Method Maintenance List.
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Exhibit 12-3. Standard Method Maintenance List List Columns: Standard Method Name, Standard Method Ownership, Standard Method Code, Standard Method Code Ownership, Certifying Agency, Collection Method Indicator, Start Date, End Date. Default Sort Order: The default sort order will be: Ascending Standard Method Name when provided as search criteria. Ascending Standard Method Code when provided as search criteria. Ascending Standard Method Code when no search criteria provided.
Protected Fields: Number of rows resulting from the search criteria
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used:
This protected field will show the total number of rows that met the search criteria.
Number of rows displayed:
This protected field will show the total number of rows that displayed in the list that may be less than the number of rows that met the search criteria.
Menu Items: File Exit Edit Add Will be available regardless of a selection having been made in the list area. Will invoke the Standard Method Maintenance page in Add mode. Will be available when a record is selected from the list. Clicking on this menu item or double-clicking the record would take the user to the Standard Method Maintenance page in Change mode. The standard method cannot be deleted if it is federally-owned as indicated by an “HQ” state code for either the Standard Method or Standard Method Code. The error message will be: This is a federal Standard Method/Standard Method Code and cannot be deleted. Will present the Standard Method Code Delete Conflict page (Exhibit 124) if the standard method code is referenced by any of the following: Samples Sample Analytical Results Sample Summaries Analyte Method Pairings Will close the page and return to the SDWIS/STATE Home Page.
Change
Delete
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Exhibit 12-4. Standard Method Code Delete Conflict Button: OK Will return to the Standard Method Maintenance List with no delete action taken.
When there are no conflicts, will invoke the Delete Standard Method dialog box (Exhibit 12-5) where the user can delete the record or cancel the delete operation.
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Exhibit 12-5. Delete Standard Method Buttons: Yes Will delete the requested standard method code. If the standard method is also state-owned and has no remaining standard method codes, the standard method will also be deleted. Will return to the Standard Method Maintenance List with no delete action taken.
No
Select
Will close the page and return the selected Standard Method to the invoking page. When this menu item is enabled the other items under Edit will not be available.
View Filter By Will invoke a filter dialog box that will allow the user to filter by Standard Method Name or Certifying Agency. Use of this item will enable the Refresh item. Will be enabled only when the filter criteria has been applied to the list. Will retrieve the unfiltered list and disable this item. Will invoke Standard Method Search with prior search criteria present. If invoked as a selection list and the analyte is not provided, View/Search is not protected and may be changed (B.12.1.2.2.b) If invoked as a selection list and the analyte is provided by the invoking page, the View/Search will be disabled to prevent the user from picking a standard method code not valid for the supplied analyte. (R0059:A.12.1.2.2.a)
Refresh
Search
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Sort
Will invoke the standard Sort dialog box where the list could be sorted by Standard Method Name, Standard Method Ownership, Standard Method Code, Standard Method Code Ownership, Certifying Agency, Collection Method Indicator, Start Date, and End Date. Three levels of sorting will be supported.
Buttons: Menu Items Scroll Buttons Will present the standard menu items dialog box. Will scroll the list box in the direction of the arrow displayed on the button.
12.1.2.3
Standard Method Maintenance
Exhibit 12-6 depicts the Standard Method Maintenance page. Protected Fields: There are no protected fields in Add mode. In Change mode, if the Standard Method is federally-owned and the Standard Method Code is federally-owned, all fields will be protected. In Change mode, if the Standard Method is federally-owned but the Standard Method Code is state-owned, the following fields will be protected: Standard Method Name Standard Method Purpose Standard Method Code In Change mode, if the Standard Method is state-owned and the Standard Method Code is stateowned, the following fields will be protected: Standard Method Name Standard Method Code
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Exhibit 12-6. Standard Method Maintenance
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Entry Fields: Standard Method Name
The name of the Standard Method. A value supplied here will be checked against the database. If an existing name is not found, a new state-owned standard method will be created. Care should be taken to use the Go To button when desiring to use an existing standard method. The Standard Method Name will be a required field and is protected in change mode. (B.12.1.2.3.a)
Standard Method Purpose
An explanation of the standard method. If an existing Standard Method Name is provided, the Standard Method Purpose will be populated and it will be protected when Standard Method Name is federally-owned. (B.12.1.2.3.b) Standard Method Purpose will be an optional field.
Standard Method Group Box Code The Standard Method Code. This will be a required field. It must be a unique value. When it is not unique, the error message will be Standard Method Code must be unique. The Standard Method Code is protected in change mode. (B.12.1.2.3.c) When checked, indicates that this standard method code is a sample collection method. If this box is checked, a value of “Y” is stored. If box is not checked a value of “N” is stored. (B.12.1.2.3.d) This is an optional field and will default to unchecked. Start Date The first date of effectiveness for this Standard Method Code. Start Date will be a mandatory field and will default to current date when the page is presented. In change mode the software will enforce that this field be valued. (R0059:A.12.1.2.3.a) End Date The last date of effectiveness for this Standard Method Code. The End Date field will be optional. If provided, it must be later or equal to the Start Date. Edit checks for date will be done later when the user clicks the OK button. Certifying Agency The name of an existing Legal Entity that is certifying the Standard Method Code. Note: This is not the same reference used for entities
Collection Method?
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certifying laboratories. If a value is provided that is not found or several exact matches are found, Legal Entity Maintenance List not filtered by type will be presented where a single legal entity selection can be made. The Legal Entity Maintenance List will list legal entities beginning with the supplied value. All items in the Edit and Select menu items will be available. (R0059:A.12.1.2.3.b) (B.12.1.2.3.e) Certifying Agency will be an optional field. Buttons: [Standard Method] Go To
Will display the Standard Method Name Selection List
[Certifying Agency] Go To Will display the Legal Entity Maintenance List in single-select mode. . (R0059:A.12.1.2.3.e) OK Pressing the OK button will perform the following: If Start Date is not provided in add mode, it will default to current date. The edit check for date below needs to be done only after the default date is set. (R0059:A.12.1.2.3.c)
Will invoke the following edit checks: If Standard Method Name has not been valued, then the following error message will be presented: Standard Method Name is a required field. If the Standard Method Code has not been valued, then the following error message will be presented: Standard Method Code is a required field. If Start Date is not valued in change mode, then the following error message will be presented: Start Date must not be blank. (R0059:A.12.1.2.3.d) If both Start Date and End Date are valued and the End Date is earlier than Start Date, then the following error message will be presented: End Date must be equal or greater than Start Date.
Add-Mode A Standard Method Code will be created and associated to the Standard Method Name. If a begin date was not supplied it will be defaulted to the current date.
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If the Standard Method Name does not previously exist, a new Standard Method will be created and associated to the new standard method code. If a certifying agency was supplied, the legal entity will be associated to the standard method code. The Standard Method Association Maintenance List page will be represented displaying the previous list with the record just added appended regardless if it meets the search criteria and highlighted. If the list is full, the last row in the list will be replaced by the new record. (B.12.1.2.3.f)
Change Mode When the Standard Method Purpose is changed, the Standard Method will be updated with the new value. The last update timestamp and User ID will be set to current values. When any Standard Method Code information is changed, the Standard Method Code is updated with the new values. The last update timestamp and User ID will be set to current values. If the Certifying Agency is added, changed, or removed, the appropriate action will be taken on the maintenance of the association between the Standard Method Code and Legal Entity. Cancel If any of the allowed data is changed, then the standard Cancel Confirm dialog box will be presented. If no changes were made, the page will close and return to the maintenance list. Help Tab Sequence: Standard Method Name, [Standard Method] Go To, Standard Method Purpose, Code, Collection Method?, Start Date, End Date, Certifying Agency, [Certifying Agency] Go To, OK, Cancel and Help. 12.1.2.4 Standard Method Name Selection List Will invoke online Help for this page.
Exhibit 12-8 depicts the Standard Method Name Selection List page.
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Exhibit 12-8. Standard Method Name Selection List List Columns: Name The name of the Standard Method.
Protected Items: Number of rows resulting from the search criteria used: Will show the total number of rows that met the search criteria. Number of rows displayed:
Will show the total number of rows that are displayed in the list, which may be less than the number of rows that met the search criteria.
Default Sort Order:
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Ascending Name. Menu Items: File Exit Edit Select Will be enabled when a selection is made in the list area. When pressed, the selected Standard Method Name will be returned to the invoking page. The Standard Method Purpose should be displayed. Will return to the invoking page with no selection.
Buttons: Select This button will function the same as Edit/Select. The same design specifications will apply. Will invoke online Help for this page. Will scroll the list box in the direction of the arrow displayed on the button.
Help Scroll Buttons
12.2
Analyte Method Pairing
12.2.1 Model Changes for Analyte Method Pairing Changes to STANDARD_METHOD_ANALYTE_ASGMT (TSASMAA): Rename attribute OBS_MINIMUM_ANALYSIS_TIME to MINIMUM_ANALYSIS_TIME. (R0059:A.12.2.1.a) Rename attribute OBS_MAXIMUM_ANALYSIS_TIME to MAXIMUM_ANALYSIS_TIME. (R0059:A.12.2.1.b) Rename attribute OBS_HOLDING_TIME to HOLDING_TIME. (R0059:A.12.2.1.c)
12.2.2 Analyte Method Pairing Page Flow When the user selects Analyte Method Pairing from the Laboratories and Methods menu item on the SDWIS/STATE Home Page, the Analyte Method Pairing Search page (Exhibit 12-9) will be presented, where the user may specify any search criteria. 12.2.2.1 Analyte Method Pairing Search
Exhibit 12-9 depicts the Analyte Method Pairing Search.
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Exhibit 12-9. Analyte Method Pairing Search Protected Fields: [Analyte Name] The name of the analyte code selected. Will be populated when valid analyte code is supplied.
[Standard Method Name]
The name of the standard method code selected. Will be populated when a valid standard method code is supplied.
Entry Fields: Analyte Code The four-character analyte code. If a valid four-character code is provided, the analyte name will be displayed. If the entered value is not found to be a valid four-character analyte code, the Analyte Maintenance List will be presented in single-select mode. The Analyte Code will be an optional field. When supplied, the search will list Analyte Method Pairings specific for that analyte using an equal to search. Analyte Code can be used in a combined search with Standard Method Code. Standard Method Code
The Standard Method Code. If a valid code is provided, the standard method name will be displayed. If the entered value is not found to be a valid standard method code, the Standard Method Maintenance List will be presented in single select mode.
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The Standard Method Code will be an optional field. When supplied, the search will list Analyte Method Pairings specific for that standard method code using an equal to search. Analyte Code can be used in a combined search with Standard Method Code by entering both fields. Buttons: [Analyte] Go To Will present the Analyte Maintenance List in single-select mode where an analyte may be selected and returned to this page.
[Standard Method Code] Go To
Will present the Standard Method Maintenance List in single-select mode where a standard method code may be selected and returned to this page. Will use the provided search criteria and present the Analyte Method Pairing Maintenance List. Will reset the entry fields to spaces and remove the display of the analyte name and standard method code name. Will close the page and return to invoking page without performing a search. Will invoke online Help for this page.
Search
Clear
Cancel
Help Tab Sequence:
[Analyte] Code, [Analyte] Go To, [Standard Method] Code, [Standard Method] Go To, Search, Clear, Cancel and Help. 12.2.2.2 Analyte Method Pairing Maintenance List
Exhibit 12-10 depicts the Analyte Method Pairing Maintenance List page.
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Exhibit 12-10. Analyte Method Pairing Maintenance List List Columns: Analyte Code, Analyte Name, Standard Method Code, Standard Method Name, Ownership. Default Sort Order: No Search Criteria -- Ascending analyte code and ascending Standard Method Code. Both Search Criteria -- Ascending analyte code. Analyte Code Provided -- Ascending Standard Method Code. Standard Method Code -- Ascending analyte code.
Protected Fields: Number of rows resulting from the search criteria
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used
This protected field will show the total number of rows that met the search criteria.
Number of rows displayed
This protected field will show the total number of rows that displayed in the list, that may be less than the number of rows that met the search criteria.
Menu Items: File Exit Edit Add Will present the Analyte Method Pairing Maintenance page in Add mode. This item will be available regardless of a selection having been made in the list area. Will present the Analyte Method Pairing Maintenance page in Change mode with the selected analyte method pairing displayed. This item will only be available when a selection is highlighted in the list area. A double-click on a row in the list area will function as this menu item. (R0059:A.12.2.2.2.a) Delete Will attempt to delete the analyte method pairing. If the pairing is federally-owned, the error message will be This is a federally-owned analyte method pairing and cannot be deleted. If the pairing is stateowned and it is associated to a lab analyte method asgmt, the request will be denied and the error message will be This state-owned analyte method pairing is already in use and cannot be deleted. Otherwise if no conflict exists for the state-owned pairing, then the Delete Analyte Method Pairing confirmation page (Exhibit 12-11) will be presented. (R0059:A.12.2.2.2.b) Buttons: Yes Will delete the STANDARD_METHOD_ANALYTE_ASGMT row from the database. Will abort the delete process and return to the maintenance list with no action taken. Will close the page and return the user to the invoking page.
Change
No
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Exhibit 12-11. Delete Analyte Method Pairing Confirmation Lab Analyte Method Assoc
Will present the Lab Analyte Method Association Maintenance List page, filtered to display lab analyte method asgmt records for the current analyte method pairing. For more information, see the design for Lab Analyte Method Association Maintenance List. This item will be available when a selection has been made in the list area. (R0059:A.12.2.2.2.c)
View Search Will invoke the Analyte Method Pairing Search page with prior criteria present.
Buttons: Menu Items Scroll Buttons Will present the standard menu items dialog box. Will scroll the list box in the direction of the arrow displayed on the button.
12.2.2.3
Analyte Method Pairing Maintenance
Federally-owned analyte method pairings (TSASMAA_ST_CODE = “HQ”) cannot be modified and will be presented for view-only in change mode with all fields protected. Exhibit 12-12 depicts the Analyte Method Pairing Maintenance page. (R0059:A.12.2.2.3.a)
Protected Fields:
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[Analyte Name]
The name of the analyte code selected. Will be populated when valid analyte code is supplied.
[Standard Method Name]
The name of the standard method code selected. Will be populated when a valid standard method code is supplied.
Entry Fields: Analyte The four-character analyte code. If a valid four-character code is provided the analyte name will be displayed. If the entered value is not found to be a valid four-character analyte code, the Analyte Maintenance List will be presented in single-select mode. This field will be enabled only in Add mode. (R0059:A.12.2.2.3.b) The Analyte Code will be required field. Standard Method Code
The Standard Method Code. If a valid code is provided the standard method name will be displayed. If the entered value is not found to be a valid standard method code the Standard Method Maintenance List will be presented in single-select mode. This field will be enabled only in Add mode. (R0059:A.12.2.2.3.c) The Standard Method Code will be required field.
Minimum Analysis Time
The minimum time in hours required to perform an analysis for a given method expressed in whole numbers between 1 and 999. The Minimum Analysis Time will be an optional field. (R0059:A.12.2.2.3.d)
Maximum Analysis Time
The maximum time in hours between the start and end of analysis for a given method expressed in whole numbers between 1 and 999. The Maximum Analysis Time will be an optional field. (R0059:A.12.2.2.3.e)
Holding Time
The maximum time in hours between the collection of a sample and the start of analysis expressed in whole numbers between 1 and 99999. The Holding Time will be an optional field. (R0059:A.12.2.2.3.f)
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Exhibit 12-12. Analyte Method Pairing Maintenance Buttons: [Analyte] Go To Will present the Analyte Maintenance List in single-select mode where an analyte may be selected and returned to this page. This button will be enabled only in Add mode. (R0059:A.12.2.2.3.g)
[Standard Method Code] Go To
Will present the Standard Method Maintenance List in single-select mode where a standard method code may be selected and returned to this page. This button will be enabled only in Add mode. (R0059:A.12.2.2.3.h) This button will be protected if the analyte method pairing is federallyowned. (R0059:A.12.2.2.3.i)
OK
Add-Mode Will invoke the following edit checks: If analyte code is not provided the error message will be Analyte code may not be left blank. If standard method code is not provided, the error message will be Standard Method Code is a required field. If a STANDARD_METHOD_ANALYTE_ASGMT already exists associating the same analyte with the same standard method code, the error message will be This analyte method pairing already exists in the database. All entry and display fields will be reset to spaces.
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Upon successful editing a new STANDARD_METHOD_ANALYTE_ASGMT will be created associating the analyte to the standard method number. The record will be marked as state-owned by setting the tsasmaa_st_code to the primacy agency state code. The maintenance page will close and return to the maintenance list page with the previous list and the new row displayed and highlighted regardless if it meets the search criteria. If the list is full, the last row in the list will be replaced by the new record. (B.12.2.2.3.b) Change-Mode The Analyte Method Pairing will be updated. The page will close and return to the maintenance list. (R0059:A.12.2.2.3.j) Cancel If any of the allowed data is changed, then the standard Cancel Confirm dialog box will be presented, requiring selection of Yes, No or Cancel. If no changes were made, the page will close and return to the invoking page. Help Tab Sequence: Analyte [Code], [Analyte] Go To, Standard Method Code, [Standard Method] Go To, Minimum Analysis Time, Maximum Analysis Time, Holding Time, OK, Cancel and Help. (R0059:A.12.2.2.3.k) 12.3 Laboratory (Lab) Will invoke online Help for this page.
Laboratories can include testing facilities, such as a treatment plant, located in a water system facility. Laboratories may also be persons who are analysts. POCs will be maintained for each laboratory. The Administrative contact record is noteworthy because the address and phone number for the administrative contact will be the main address and phone number for the laboratory. 12.3.1 Model Changes for Laboratory Changes to LABORATORY (TSALAB): Rename attribute State_Assigned_Id_Number to Lab_Id_Number. Make it mandatory. Change description to “ID Number assigned by certification or approving agency.” (R0059:A.12.3.1.a)
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Rename attribute Federal_Identification_Number to Cert_Agency. Receives permitted values from the PERMITTED_VALUE table where Code_Name = „CERT_AG.‟ Make it mandatory. Change description to “Name of certification or approving agency.” (R0059:A.12.3.1.b) Add the following attributes: D_Initial_Ts (timestamp, mandatory). Description: The timestamp at the creation of the record. (R0059:A.12.3.1.c) D_Initial_Userid (char, 8, mandatory). Description: The User ID of the creator of the record. (R0059:A.12.3.1.d)
Schema migration: Schema migration will value the new columns d_initial_ts and d_initial_userid to “1/1/2007” and “SS2.0” respectively. (R0059:A.12.3.1.e) If the state number (st_assigned_id_num) is valued, then move state number to the lab id number and set the certifying agency to STATE. If the federal number (federal_ident_num) is valued, a new lab row needs to be created replicating all the same information, moving federal number to the lab id number field and setting the certifying agency to FEDERAL. (R0059:A.12.3.1.f) Detailed Design Specification -(1) Move all SSWR1 TSALAB records to SS 2.0 TSALAB where SSWR1 TSALAB.St_Assigned_Id_Num is valued:
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Column Name
Tsalab_Is_Number Tsalab_St_Code Lab_Id_Number Cert_Agency D_Initial_Userid D_Initial_Ts D_Userid_Code D_Last_Updt_Ts
Value
(SSWR1) Tsalab_Is_Number (SSWR1) Tsalab_St_Code (SSWR1) St_Assigned_ID_Num STATE SS2.0 1/1/2007 (SSWR1) D_Userid_Code (SSWR1) D_Last_Updt_Ts
(2) Use the following logic to determine which SSWR1 TSALAB records should trigger the creation of new SS 2.0 TSALAB rows. (This should be done after all SSWR1 TSALAB rows with state number valued and SSWR1 TSALLEA records have been moved to SS 2.0 schema.) Where SSWR1 TSALAB.federal_ident_num <> spaces (federal number is valued), (2.a) Create a new row in SS 2.0 TSALAB with the following values: Column Name
Tsalab_Is_Number Tsalab_St_Code Lab_Id_Number Cert_Agency D_Initial_Userid D_Initial_Ts D_Userid_Code D_Last_Updt_Ts
Value
Populated using the next higher Tsalab _Is_Number (SSWR1) Tsalab_St_Code (SSWR1) Federal_Ident_Num FEDERAL SS2.0 1/1/2007 (SSWR1) D_Userid_Code (SSWR1) D_Last_Updt_Ts
(2.b) If SSWR1 TSALAB (with federal number valued) has any associated SSWR1 TSALLEA record(s), create new row(s) in SS 2.0 TSALLEA replicating the same information but this time associate to the new laboratory created above. Column Name
Tinlgent0is_Number Tinlgent0st_Code Tsalab0is_Number Tsalab0st_Code Tsallea_Is_Number Type_Code Active_Ind_Code Begin_Date End_Date D_Initial_Userid D_Initial_Ts
Value
(SSWR1) Tinlgent0is_Number (SSWR1) Tinlgent0st_Code (SS 2.0) Tsalab_Is_Number (SS 2.0) Tsalab_St_Code Populated using the next higher Tsallea_Is_Number (SSWR1) Type_Code (SSWR1) Active_Ind_Code (SSWR1) Begin_Date (SSWR1) End_Date (SSWR1) D_Initial_Userid (SSWR1) D_Initial_Ts
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Column Name
D_Userid_Code D_Last_Updt_Ts
Value
(SSWR1) D_Userid_Code (SSWR1) D_Last_Updt_Ts
(2.c) Set TINEISN.Is_Number with Table_Name = “TSALAB” to the maximum TSALAB.Tsalab_Is_Number. (2.d) Set TINEISN.Is_Number with Table_Name = “TSALLEA” to the maximum TSALLEA.Tsallea_Is_Number. New CODE table row for Certifying Agency. (R0059:A.12.3.1.g) Column Name
Code_Name Cod_Characteristic Value_Length Delete_Flag Ownership_Code D_Userid_Code D_Last_Updt_Ts Ref_Attribute_Name Description_of_Cod
Value
CERT_AG T 10 A ST SS2.0 1/1/2007 TSALAB.Cert_Agency The coded value for Certifying Agency.
New PERMITTED_VALUE table rows for Certifying Agency. (R0059:A.12.3.1.h) Column Name
Code_Name Sequence_Number Numeric_Value Date_Value Ref_Indicator Ownership_Code D_Userid_Code D_Last_Updt_Ts
Value
CERT_AG Incremented by +1 for each Text_Value below. Null Null Y ST SS2.0 1/1/2007
Table of Text Values and Descriptions:
Text_Value FEDERAL STATE Description Federal State
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12.3.2 Laboratory Maintenance Page Flow From the SDWIS/STATE Home Page, the user can select Laboratories and Methods /Laboratory. This will invoke the Laboratory Search dialog box (Exhibit 12-13), where the user may specify search criteria. 12.3.2.1 Laboratory Search
Exhibit 12-13 depicts the Laboratory Search page.
Exhibit 12-13. Laboratory Search Entry Fields: Filtering Criteria Group Box:
All filtering Search criteria will be optional. used will be: Lab ID No. and/or Certifying Agency, Name (R0059:A.12.3.2.1.a)
The order of field values Laboratory
Lab ID No. Enter a complete or partial alphanumeric value. The value will (R0059:A.12.3.2.1.b) be matched against the laboratory‟s ID No. which will be assigned to the laboratory by the certifying agency. If an exact match is found, the laboratory will be displayed in the Laboratory Maintenance page in change mode. If more than one value is found, the list will be displayed in the Laboratory Maintenance List where the Lab ID No. is equal to the filtering value supplied. (R0059:A.12.3.2.1.c)
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If an exact match is not found, the list will be displayed in the Laboratory Maintenance List where the Lab ID No. is equal to or greater than the filtering value supplied. If no laboratories are found, the Laboratory Maintenance List will display with no rows displayed. Lab ID No. will be an optional field. (R0059:A.12.3.2.1.d) Certifying Agency Select a value from the dropdown list. The value will be matched against the laboratory‟s Certifying Agency. The selections available via the dropdown list will be retrieved from the TINPVALS table where code_name = “CERT_AG.” If an exact match is found, the laboratory will be displayed in the Laboratory Maintenance page in change mode. If more than one value is found, the list will be displayed in the Laboratory Maintenance List where Certifying Agency is equal to the filtering value supplied. If an exact match is not found, the list will be displayed in the Laboratory Maintenance List where Certifying Agency is equal to or greater than the filtering value supplied. If no laboratories are found, the Laboratory Maintenance List will display with no rows displayed. Certifying Agency will be an optional field. If it is not provided, laboratories with all types of Certifying Agencies will be returned. (R0059:A.12.3.2.1.e) Laboratory Name Enter a complete or partial alphanumeric value. The value will be matched against the laboratory‟s name. If an exact match is found, the laboratory will be displayed in the Laboratory Maintenance page in change mode. If more than one value is found, the list will be displayed in the Laboratory Maintenance List where the name is equal to the filtering value supplied.
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If an exact match is not found, the list will be displayed in the Laboratory Maintenance List where name is equal to or greater than the filtering value supplied. If no laboratories are found, the Laboratory Maintenance List will display with no rows displayed. Laboratory Name will be an optional field. Buttons: Search Will apply the provided search criteria against the database and provide a list of laboratories on the Laboratory Maintenance List in order of Certifying Agency ascending within Lab ID No. when either Lab ID No, and/or Certifying Agency are used or ascending Name when Laboratory Name is used. (R0059:A.12.3.2.1.f) If only a single laboratory is found in the search, it will be displayed on the Laboratory Maintenance page in Change mode and the Laboratory Maintenance List will not be presented. If no laboratories are found, the Laboratory Maintenance List will be presented with no records. Search Options: You may search by: ─ Lab ID No. ─ Certifying Agency ─ Lab ID No and Certifying Agency ─ Lab Name If all three are provided, Lab Name will be ignored. (R0059:A.12.3.2.1.g) If only Lab ID No. is provided, will search for LABORATORIES with Lab ID Nos. equal to the selected value. (R0059:A.12.3.2.1.h) If only Certifying Agency is provided, will search for LABORATORIES with Certifying Agency equal to the selected value. (R0059:A.12.3.2.1.i) If Lab ID No. and Certifying Agency are provided, will search for LABORATORIES with matching Lab ID No. and Certifying Agency. (R0059:A.12.3.2.1.j)
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If Name is provided, will search for LABORATORIES that have Administrative LEGAL_ENTITIES with names equal to or greater than the supplied value. If none are provided, will list all LABORATORIES.
Cancel Help Tab Sequence:
Will close Search and return the user to the previous page. Will invoke online Help for this page.
Lab ID No., Certifying Agency, Laboratory Name, Search, Cancel, and Help. (R0059:A.12.3.2.1.k) 12.3.2.2 Laboratory Maintenance List
The Laboratory Maintenance List (Exhibit 12-14) will be invoked from the Search page.
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Exhibit 12-14. Laboratory Maintenance List The Laboratory Maintenance List will display a list of laboratories. List Columns: Lab ID No., Certifying Agency, Name, City, State. (R0059:A.12.3.2.2.a) Default Sort Order: No search criteria – Ascending Lab ID No. and Ascending Certifying Agency. (B.12.3.2.2.a) Lab ID No. and/or Certifying Agency Provided -- Ascending Lab ID No. and Ascending Certifying Agency. (B.12.3.2.2.b) Lab Name Provided -- Ascending Lab Name. (B.12.3.2.2.c)
Protected Fields:
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Number of rows resulting from the search criteria used:
Will indicate how many rows exist in the database that matched the search criteria.
Number of rows Displayed:
Will indicate how many of the rows that exist in the database are displayed in the list page via the vertical scroll feature. The list will be limited to display only 1000 laboratories. If more than 1000 laboratories resulted from the search, use the View/Search menu item to enter search criteria to narrow the search.
Menu Items: File Exit Edit Add Will be available regardless of a laboratory having been selected in the list. Will open the Laboratory Maintenance page in Add mode where a new laboratory can be added. Change Will be available when a laboratory row is selected in the list. Will open the Laboratory Maintenance page in Change mode with the selected laboratory information displayed. Double-clicking on a laboratory in the list will perform like this menu selection when Change is an enabled menu item. Delete Will be available when a laboratory row is selected in the list. The Laboratory cannot be deleted if the Laboratory: Is assigned to a legal entity (other than administrative contact). The following error message will be invoked: Laboratory has a legal entity assignment. Cannot delete this laboratory. Has a sample. The following error message will be invoked: Lab has a sample assigned. Cannot delete this laboratory. Will close the page and return the user to the previous page.
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Has a sample summary. The following error message will be invoked: Lab has a sample summary assigned. Cannot delete this laboratory. Has an analyte/standard method association. The following error message will be invoked: Lab has a certified analyte/standard meth association. Cannot delete this lab. (R0059:A.12.3.2.2.b)
If no conflicts exist, a confirmation question will be presented in the Delete Laboratory dialog box (Exhibit 12-15), requiring selection of either the OK or Cancel button.
Exhibit 12-15. Delete Laboratory Delete Laboratory Buttons: OK Will delete the selected Laboratory from the database and return the user to the Laboratory Maintenance List. Will cancel the delete request and return the user to the Laboratory Maintenance List. The laboratory will still exist in the database.
Cancel
Select
Will return the selected Laboratory to the invoking page. This menu item will only be enabled when the maintenance list is invoked from a page requesting the selection of a laboratory. This function was previously implemented on the Laboratory Selection List window. Enabling the Select will disable the maintenance functions of Add, Change, and Delete.
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Double-clicking on a laboratory in the list will perform the same way as choosing a menu selection when Select is an enabled menu item. View Filter by Will open the standard filter page where the list may be filtered by Lab ID No., Certifying Agency, Name, City, and State. (R0059:A.12.3.2.2.c) Use of the Filter item will enable the Refresh item and modify the count presented in the Number of rows displayed field. Refresh Will remove the filter and represent the original list. The Refresh menu item will only be enabled when a filter has been applied to the list. Search Will present the Laboratory Search page presenting the previous criteria so that new criteria can be provided. The Search feature is useful for narrowing a search when too many rows are returned or to widen a search if too few rows are returned. Will open the standard sort page where the list may be sorted by Lab ID No., Certifying Agency, Name, City, and State. Three levels of sorting will be supported. (R0059:A.12.3.2.2.d)
Sort
Buttons: Menu Items Scroll Buttons Will present the standard menu items dialog box. Will scroll the list box in the direction of the arrow displayed on the button.
12.3.2.3
Laboratory Maintenance
The Laboratory Maintenance page (Exhibit 12-16) will be invoked from the Search page or the maintenance list.
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Exhibit 12-16. Laboratory Maintenance Protected Fields: FedRep ID The FedRep ID represents the LEGAL_ENTITY state code and internal system number that is used as the unique identifier for federal reporting.
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Legal Entity Type
Legal Entity Type will indicate the type of legal entity. This value is retrieved from the active administrative contact assigned to the Laboratory. Permitted entries will be: CM - Company CP - Cooperative CR - Corporation GA - Government Agency HA - Homeowners‟ Association IN - Individual (R0059:A.12.3.2.3.a) NP - Non-Profit OT - Other RU - Rate Set Utility TP - Treatment Plant TR - Trust WS - Water System
Name
Laboratory Name will be the commonly used name of the laboratory. This name will be used in reporting analytical results and will be the name registered with laboratory certification or other authorities.
Phone Numbers [List Box]
This list box displays the telephone numbers recorded for the legal entity designated as the active administrative contact assigned to the Laboratory in ascending internal number order. (B.12.3.2.3.a) The purpose of the phone number indicates for what purpose the phone number could be used. The permitted values for purposes are maintained by the system administrator. Will be the Phone Number of the laboratory along with area code. Example: 999-999-9999.
Purpose
Phone Number
Extension
The office extension of the phone number.
Electronic Addresses [List Box] This list box will list the purpose and electronic addresses recorded for the legal entity designated as the active administrative contact assigned to the Laboratory in ascending internal system number order. (B.12.3.2.3.b) Purpose The purpose of the electronic address indicates for what purpose the address could be used. The permitted values for purposes are maintained by the system administrator. The laboratory‟s electronic address.
Address
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Address Line One
Address Line One will be the first line of an address for the laboratory. This value is retrieved from the active administrative contact assigned to the Laboratory. This line should be specified only as needed. If a responsible person or agency is unavailable and the street address consists of only a single line, use only Address Line Two. The user may also use this line for the P.O. box. Address Line Two will be the second line of an address for the laboratory. This value is retrieved from the active administrative contact assigned to the Laboratory. This line will contain the street address, rural route, etc. City will be the city in which the legal entity is located. This value is retrieved from the active administrative contact assigned to the Laboratory. State will be the two-letter USPS state abbreviation for the laboratory‟s state when country is United States, the province code when country is Canada (CA), or any other state or territorial code for other country designations. When country is United States and a value is supplied, the state code must be one of the valid USPS state code abbreviations. When country is CA (Canada) and a value is supplied, the user must enter one of the following Canadian province codes in the State field: Province Name Alberta AL British Columbia Manitoba New Brunswick Newfoundland Northwest Territories Nunavut Code BC MB NB NF NT NU Province Name Nova Scotia NS Ontario Prince Edward Island Quebec Saskatchewan Yukon Territory Code ON PE PQ SK YT
Address Line Two
City
State
This value is retrieved from the active administrative contact assigned to the Laboratory. Zip Zip will be the USPS zip code for the laboratory plus the optional Zip+4 extension. This value is retrieved from the active administrative contact assigned to the Laboratory. This field will be available only if the Country code is United States. If the Country field contains a country other than United States, this field will be spaces.
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Country
This value is retrieved from the active administrative contact assigned to the Laboratory. A dropdown where values from the CODE PERMITTED_VALUES will be listed using code_name value „TINLGENT1‟. The default for Country will be United States. If the Country code is United States, the Zip field will be made available and the International Postal Code field will be grayed out and protected. If the Country code is other than United States, the Zip field will be grayed out and protected, and the International Postal Code will be made available. If the Country code field contains spaces, the Zip field will be blanked out and made available, and the International Postal Code field will be grayed out and protected.
International Postal Code This value is retrieved from the active administrative contact assigned to the Laboratory. In the International Postal Code field, the user may enter a postal zone for any selected country in the Country field other than the United States. This field is only available if the Country field contains a country other than United States. If the Country field contains United States, this field will contain spaces. Comments This value is retrieved from the active administrative contact assigned to the Laboratory. A text field where free-form comments can be recorded about the laboratory.
Entry Fields: Lab ID No. Lab ID No. will be a number assigned by a certifying agency. The Lab ID No. and Certifying Agency uniquely identifies the laboratory. This number will be used by the laboratory on correspondence and reporting forms submitted to the regulatory agency. (R0059:A.12.3.2.3.b) Lab ID No. will be a required field. (R0059) (R0059:A.12.3.2.3.c) Certifying Agency The name of the certification or approving agency for the laboratory. The selections available via the dropdown list will be retrieved from the TINPVALS table where code_name = “CERT_AG.” Certifying Agency will be a required field. (R0059:A.12.3.2.3.d)
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Buttons: [Administrative Contact] Go To
Will present the Legal Entity Search page. When the Search button is pressed the Maintenance list will be presented in single-select mode. (B.12.3.2.3.b) The Edit/Add will be available, so that if a desired Legal Entity does not exist, the record can be created. (R0059:A.12.3.2.3.e).
[Administrative Contact] Modify
Will present the Individual, Government Agency or Legal Entity Maintenance page in change mode as determined by the Type of the currently selected Administrative Contact. (B.12.3.2.3.c) To maintain the phone numbers and/or electronic addresses of the administrative contact, click the Modify button. (B.12.3.2.3.d)
(B.12.3.2.3.e) (B.12.3.2.3.f) (B.12.3.2.3.g) (B.12.3.2.3.h) (B.12.3.2.3.i) (B.12.3.2.3.j) Email/URL Launch
Will present the Web Launch page. The page will display a list of the electronic addresses for the Legal Entity. See Chapter 1 for further discussion and description of this functionality. This button will be enabled when an electronic address is present in the list box.
Related POCs
Will display a list of contacts for the laboratory in the Laboratory Points of Contact Maintenance List described below. This button will be enabled only when the Laboratory Maintenance page is in change mode. (R0059:A.12.3.2.3.f)
Lab Analyte Method Assoc
Will present the Lab Analyte Method Association Maintenance List page, filtered to display lab analyte method asgmt records for the current laboratory. For more information, see the design for Lab Analyte Method
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Association Maintenance List. This button will be enabled only when the Laboratory Maintenance page is in change mode. (R0059:A.12.3.2.3.g) OK The OK button will have the following edits: Lab ID No. must have a value. The following error message will be invoked: Lab ID No. may not be left blank. (R0059:A.12.3.2.3.h) Certifying Agency must have a value. The following error message will be invoked: Certifying Agency may not be left blank. (R0059:A.12.3.2.3.i)
Administrative Legal Entity must be provided. The following error message will be invoked: Administrative Legal Entity must be specified. The cursor will be in the [Administrative Contact] Go To when the software returns the user to the Laboratory Maintenance page. The duplicate check for the OK button will be: (R0059:A.12.3.2.3.j) (R0059:A.12.3.2.3.k) The database will be checked for duplicates based on the Lab ID No. and Certifying Agency. If a record already exists with the same Lab ID No. and certifying agency, the following error message will be invoked: Duplicate Laboratory was found. (R0059:A.12.3.2.3.l)
Add-Mode Processing
Pressing OK in Add mode will: Create a laboratory with the information provided on the page. An initial active Administrative Contact assignment will be made between the laboratory and the legal entity by creating a LAB_LEGAL_ENTITY_ASGMT. Begin date will be set to current date, end date will be set to null, active_indicator will be set to A.
Upon successful completion, the Laboratory Maintenance List will be presented with previous search criteria the previous list and the newly added row displayed and highlighted regardless if it meets the search criteria. If the list is full, the last row in the list will be replaced by the new record. (B.12.3.2.3.l)
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Change-Mode Processing
Pressing OK in Change mode will perform the following functions: If the administrative legal entity is changed to a different legal entity selection, the laboratory will be associated to that new legal entity by creating a new active Administrative Contact assignment between the laboratory and the legal entity by creating a LAB_LEGAL_ENTITY_ASGMT with type code = AC, begin date will be set to current date, active_indicator = A, and end date will be set to null. The existing LAB_LEGAL_ENTITY_ASGMT will be inactivated by setting its active indicator code to I and its end date to current date. The laboratory record will be updated with changes to lab identification and certifying agency. (R0059:A.12.3.2.3.m) No other contacts for the Lab will be modified. Duplicate and Overlap rules as defined in the Laboratory Point of Contact Maintenance page are applicable. When successful, the Laboratory Maintenance page will close and the Laboratory Maintenance List will be displayed with the new information and the previous search criteria. Note: Modification of a Laboratory that does not meet the previous search criteria will result in its absence from the resulting display.
Cancel
Will close the maintenance page. If changes have been made to the maintenance information, a standard confirmation dialog box will be presented, requiring selection of Yes, No, or Cancel. Will invoke online Help for this page. Will scroll the list box in the direction of the arrow displayed on the button.
Help Scroll Buttons
Tab Sequence: Lab ID No., Certifying Agency, [Administrative Contact] Go To, [Administrative Contact] Modify, Email/URL Launch, Related POCs, Lab Analyte Method Assoc, OK, Cancel, and Help. (R0059:A.12.3.2.3.n) (B.12.3.2.3.k) 12.3.2.4 Laboratory Points of Contact Maintenance List
The Laboratory Points of Contact Maintenance List (Exhibit 12-17) will be invoked from the Related POCs button on Laboratory Maintenance. (B.12.3.2.4.a)
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Exhibit 12-17. Laboratory Points of Contact Maintenance List The Laboratory Points of Contact Maintenance List will display a list of contacts for the Laboratory. The Laboratory group box will contain the Name, Lab ID No., and Certifying Agency for the laboratory. (R0059:A.12.3.2.4.a) List Columns: POC Type, Name, Status, Begin Date, End Date, Organization, Mail Stop, Ext System No., FedRep ID (which consists of TINLGENT_ST_CODE concatenated to TINLGENT_IS_NUMBER). (R0059:A.12.3.2.4.b) Default Sort Order: Ascending active_indicator_cd, POC Type in the following order (AC, EC, DO, OW, OP, remainder ascending), Contact Name ascending, End Date descending. Protected Fields:
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[Laboratory] Name Lab ID No.
The name of the laboratory for which contacts are listed. The identification number of the laboratory for which the contacts are listed.
Certifying Agency
The certifying agency of the laboratory for which the contacts are listed.
Number of rows Resulting from search criteria used: This count indicates how many contacts are in the database for the laboratory. Number of rows Displayed:
This count indicates how many contacts are currently being displayed in the list area.
Menu Items: File Exit Edit Add Will display the Legal Entity Search page where criteria may be entered to retrieve a list of Legal Entities. Upon pressing the Search button, the Legal Entity Maintenance List page will be presented in single-select mode for selection or addition (R0059:A.12.3.2.4.c) of a legal entity to use as a Laboratory contact. The Select menu item will be made available on the Legal Entity Maintenance page when after a selection is highlighted in the list box. Once a legal entity has been selected, the Laboratory POC Maintenance page will be presented. If the selected legal entity had already been designated as a POC for the Laboratory and any of those assignments are still active, they will be displayed on the Laboratory POC Maintenance page. This item will be enabled regardless of a selection having been made in the list area. Change The current active Administrative Contact cannot be updated from this list. If a request is made to update or change it, the error message will be: The Lab Administrative Contact can only be deleted or changed on the Lab Maint Page. Will return the user to the previous page.
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Otherwise, the software will display the Laboratory POC Maintenance page where the details about the contact can be viewed and all contact types (other than administrative type) between that legal entity and laboratory maintained. This option will be available only when a contact is selected in the list. Delete The current active Administrative Contact cannot be deleted from this Laboratory Point of Contact Maintenance List. If a request is made to delete it, the error message will be: The Lab Administrative Contact can only be deleted or changed on the Lab Maint Page. Since the Lab must have an active administrative contact, the administrative contact can only be inactivated by replacing the current legal entity assignment with a new Legal Entity Selection. Otherwise, the software will present a confirmation question (Exhibit 1218) in the Delete Laboratory Contact dialog box requiring selection of either the OK or Cancel button. This option will be available only when a contact is selected in the list.
Exhibit 12-18. Delete Laboratory Contact
Delete Laboratory Contact Buttons: OK Will remove the association linking the legal entity to the laboratory (via the LAB_LEGAL_ENTITY_ASSIGNMENT table).
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Cancel
Will cancel the delete request and return the user to the Laboratory Points of Contact Maintenance List. The contact will still exist in the database.
View Deselect Will remove highlighting from the selected contact in the list. This option will be available only when a contact is selected in the list. (B.12.3.2.4.b) Buttons: Menu Items Scroll Buttons Will present the standard menu items dialog box. Will scroll the list box in the direction of the arrow displayed on the button.
12.3.2.5
Laboratory POC Maintenance
The Laboratory Points of Contact Maintenance page (Exhibit 12-19) will be invoked from the Laboratory Points of Contact Maintenance List. From an Edit/Add selection on the maintenance list, the page flow will be via Legal Entity Search and Legal Entity Maintenance List where a selection will be made and brought forward into this page. This page may also be invoked from Point of Contact Assignments List. (R0059:A.12.3.2.5.a) Prior to display, the selected legal entity will be used to search for all existing LAB_LEGAL_ENTITY_ASGMTs (TSALLEA) to the Laboratory. Any contacts in active status (active_indicator_cd = „A‟) will be presented on the page. The Select Type will be marked and protected, Active indicator set and both radio buttons unprotected, Begin Date populated and protected, End Date set to null and protected. The Administrative Contact is available for display in the Laboratory group box, but cannot be maintained because it represents the system requirements for the Laboratory to be a valid Legal Entity. This relationship is maintained on the Laboratory Maintenance page with implied logic based upon the Name and Legal Entity Types fields. All fields relative to the administrative contact will remain in protected state.
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Exhibit 12-19. Laboratory Point of Contact Maintenance
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Protected Fields: Laboratory Group Box: Lab ID No. The identification number of the laboratory. (R0059:A.12.3.2.5.b) The certifying agency of the laboratory. (R0059:A.12.3.2.5.c)
Certifying Agency
Administrative Contact Name The name of the current active Administrative Contact. [Legal Entity Identity] Group Box: Salutation Contact Name Alias Name Prof Qual Job Title Organization Legal Entity Type The salutation or greeting for the contact. The contact‟s first and last name. The alias, common name, or acronym for the contact. The professional qualification of the contact. The professional job title of the contact. Identifies the contact‟s organization. The contact‟s legal entity type code, IN (individual), CM (company), NP (Non-Profit), etc. If the Legal Entity type is GA (Government Agency), this field will display the „Type‟ of Government Agency, (i.e., State, Town, City, County, etc.). The contact‟s identification number. May be provided by an external source such as employer or internal revenue service.
GA Type
ID No.
Address Group Box: Address Line One Address Line Two City The first line of the address for the contact. The second line of the address for the contact. The city in which the contact is located.
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State
The two-letter U.S. Postal Service (USPS) state abbreviation for the contact‟s state. The USPS zip code for the contact. The Country where the contact is located.
Zip Country International Postal Code
The postal zone for the country if other than the US.
Phone Numbers Group Box: Purpose Phone Number Extension To indicate for what purpose the phone number could be used. The phone number including area code. The office extension of the phone number.
Electronic Addresses Group Box: Purpose The purpose of the electronic address indicates for what purpose the address could be used. The electronic address for the contact.
Address Entry Fields: Select Type
This will be a check box to indicate POC Type selection. Marking the Select Type with a check will indicate that the legal entity is being designated as a new POC for the laboratory. When marked, the following actions will occur: Active/Inactive radio buttons will become unprotected and Active will be set. Begin Date will become unprotected and set to the current date. End Date will remain protected and null.
If the Select Type is unmarked, all fields on the row will be reset to null values and become protected. If the POC designation already exists and is displayed as active, the Select Type will be marked and protected from change. The Active/Inactive radio buttons will be unprotected. The Begin Date will be protected.
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Type of POC Along with the Select Type checkboxes, these fields indicate the type of contact the selected legal entity provides for the laboratory. The first nine choices displayed on the page are displayed directly on the page for the user, as they are choices delivered with the software. Displayed Contact Types: Owner – Owner of a water system. Designated OP In Charge – Serves as the operator in charge. Operator – Operator of the water system. Emergency Contact – Person to contact in an emergency. Sampler – Contact responsible for sampling information. Financial – Contact who handles financial matters. Legal – Contact who handles legal matters. Physical Location – The Contact at the Physical Location. The next two choices allow the user to select the Type of POC using a dropdown list. The choices available on the dropdown list are controlled by the System Administrator and will be retrieved from the PERMITTED VALUES table with code_name of “POCTYPE” and ownership_code = „ST‟. (The „HQ‟ rows will not be presented in the dropdown list.) If no choices are available, the field will display – None. Listed below are descriptions of the preset system choices. For administrator-defined types, a selection will be required if the Select Type is marked. This field will be protected from change on displayed, active contacts. Active/ Inactive
Radio buttons to indicate activity status of POC Type. When the Select Type is marked, the radio buttons are available for change. Choosing Active will set the Begin Date field to current date. Choosing Inactive will set the End Date field to current date and unprotect it. Active/Inactive is mandatory when the select type has been marked.
[Status] Begin Date The Begin Date for the contact‟s status. This field will be defaulted to the current date when the contact is added. The date can be changed to a date prior to the current date. If Begin Date is blank, error message will be Begin Date cannot be blank. If Begin Date is greater than current date, the error message will be Begin Date cannot be in the future.
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[Status] End Date The date on which the contact‟s status became inactive. This field will be defaulted to the current date when the Inactive radio button is selected. If Inactive is selected and End Date is blank, the error message will be End Date cannot be blank. If End Date is greater than current date, the error message will be End Date cannot be in the future. If End Date has a value and is less than the Begin Date, the error message will be End Date cannot be prior to Begin Date. Buttons: OK Will perform the following edits for each checked Select Type sequentially on both this page and the MORE page. In some cases, the field in error may be on the MORE pages. When it is the More page will be presented. Dates: If Begin Date is blank, error message will be Begin Date cannot be blank. If Begin Date is greater than current date, the error message will be Begin Date cannot be in the future. If Inactive is selected and End Date is blank, the error message will be End Date cannot be blank. If End Date is greater than current date, the error message will be End Date cannot be in the future. If End Date has a value and is less than the Begin Date, the error message will be End Date cannot be prior to Begin Date. If Active is selected and End Date has a value, it will be ignored and set to null. If Active or Inactive has not been selected, the following error message will be invoked: Activity Status cannot be blank. For the user-controlled contact types, if a type is not selected in the drop-down list, the error message will be Contact Type selection is required for the First user controlled contact. This message will be modified to indicate each of the specific user controlled selections.
Duplicate Check
For each choice selected, a duplicate check will be performed to ensure that the legal entity being assigned to the laboratory to perform the selected contact type does not already exist in an active status. If a LAB_LEGAL_ENTITY_ASGMT exists for the supplied laboratory and
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legal entity with an active_indicator_code = „A‟, a dialog box (Exhibit 618) with the following error message will be invoked: This Laboratory Point of Contact already exists. Pressing OK on this error message will close the dialog box and ignore the request to add the contact of this type. Processing will have been interrupted. The duplicate situation must be resolved and the OK button pressed again to resume processing. Overlap Check For each choice selected, an overlap check will be performed to ensure that the legal entity being assigned to the laboratory to perform the selected contact type does not already exist with Begin and End Dates that overlap the new Begin and End Dates. If a LAB_LEGAL_ENTITY_ASGMT row exists for the same laboratory and legal entity, with new begin dates equal to or less than the existing end date AND new end date either null, or equal to or greater than any existing begin date the following error message will be invoked: An overlap exists with the new contact and an existing contact. Pressing OK on this error message will close the dialog box and interrupt the processing. The overlap situation must be resolved and the OK button pressed again to resume processing
Add Selected Contact
When editing is complete on a new selection, a LAB_LEGAL_ENTITY_ ASGMT row will be added and associated to the Laboratory (LEGAL_ENTITY) and the Legal Entity. The type_code will be set to the appropriate contact type, active_indicator_cd will be set to the „A‟ when the Active radio button is selected and to „I‟ when the Inactive radio button is selected, the Begin Date to the Begin Date value, End Date to the value specified or null, d_last_updt_ts to current timestamp, d_userid_cd to current User ID, and the TSALLEA_is_number to the next sequential number using the TINEISN row for table name TSALLEA. When successful the processing will commit changes to this selection, protect the select type, begin date, and type of POC. If the selection was added as inactive, all fields the status and end date will also be protected. Processing will proceed to editing the next selection.
Change Selected Contact
When editing is complete on an existing selection, the LAB_LEGAL_ENTITY_ASGMT row is updated with the new values for active_indicator_cde, and End Date. The type code cannot be changed. The d_last_updt_ts and d_userid_cd will be set to current values. When successful the processing will commit changes to this selection. If the selection was changed to inactive, all fields for the selection will be protected. Processing will proceed to editing the next selection.
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After all contact type additions and changes have been processed, the page will close and return to the Laboratory Point of Contact Maintenance list page with a refreshed list of contacts. Cancel If changes have been made, the standard cancel confirmation dialog will be presented. If no changes are detected the page will close the page and return the user to the Laboratory Point of Contact Maintenance List page. Each selection is fully processed before the next selection is edited. If Cancel is selected after an error message is received, selections processed prior to the one receiving the error will have already been committed and will not be backed out. Will invoke online Help for this page. Will scroll the list box in the direction of the arrow displayed on the button. Will present the More POC Types page (Exhibit 12-20). This page functions just as does the primary page. The first 12 choices displayed on the page are displayed directly on the page for the user; they are choices delivered with the software. If no choices are available, the field will display – None. Listed below are descriptions of the preset system choices. Displayed Contact Types: Lead Engineer – Contact who serves as lead engineer. Other – Other contact type. Bureau of Indian Affairs Representative. Health Clinic Representative. Indian Health Service Engineer. Indian Health Service Sanitarian. Tribal Chairman. Tribal Environment Dept Representative. Tribal Government Representative. Tribal Health Dept Representative. Utility Representative (Non-Tribal). Utility Representative (Tribal). The next four choices allow the user to select the Type of POC using a dropdown list. The choices available on the dropdown list are controlled by the System Administrator and will be retrieved from the PERMITTED VALUES table with code_name of “POCTYPE” and ownership_code = „ST‟. (The „HQ‟ permitted values rows will not be presented in the dropdown.)
Help Scroll Buttons
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Exhibit 12-20. More Laboratory Points of Contact
Button: Close Will close the page and return to the Laboratory Point of Contact Maintenance page. No editing or processing will occur from this MORE page. Tab Sequence:
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Select, Active/Inactive, [Status] Begin Date, [Status] End Date, Close. Tab Sequence: Email/Url Launch, Select, Active/Inactive, [Status] Begin Date, [Status] End Date, OK, Cancel, Help and . 12.4 Lab Analyte Method Association
12.4.1 Model Changes for Lab Analyte Method Asgmt Changes to LAB_ANALYTE_METHOD_ASGMT (TSALAMA): Make attribute Begin_Dt mandatory. (R0059:A.12.4.1.a) Add the following attributes: Issuance_Date (date, optional). Description: Records the date of certification issuance. (R0059:A.12.4.1.b) Certification_Indicator (char, 1, mandatory). Description: This field will be used to indicate whether or not the lab analyte method asgmt is certified. Permitted values for this field are: Y – Yes N – No (R0059:A.12.4.1.c) Reason_Code (char, 1, optional). Receives permitted values from the PERMITTED_VALUE table with code_name = „LAMA_RSNCD‟. Description: This field is used to record the reason a lab analyte method asgmt has the status indicated (certified, not certified) using a code. (R0059:A.12.4.1.d) Default_Method_Indicator (char, 1, optional). Permitted values for this field are: Y – Yes N – No This field will be only used in online SDWIS/STATE. It will not be used in XML Sampling. (R0059:A.12.4.1.e) Lab_Reporting_Limit (number, 15(9), optional). (R0059:A.12.4.1.f) Lab_Reporting_Limit_UOM (char, 9, optional). Receives permitted values from TSAUOM. (R0059:A.12.4.1.g) D_Initial_Timestamp (timestamp, mandatory). Description: The timestamp at the creation of the record. (R0059:A.12.4.1.h) D_Initial_Userid (char, 8, mandatory). Description: The User ID of the creator of the record. (R0059:A.12.4.1.i) Comments (varchar, 2000, optional, case sensitive). Description: Place to store comments about the Laboratory Analyte Method Association. (R0059:A.12.4.1.j) Change identifier to Tsalama_Is_Number. (Previous identifiers for this table are Tsalama_Is_Number, relationship (foreign keys) from LABORATORY (TSALAB) and
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relationship (foreign keys) from STANDARD_METHOD_ANALYTE_ASGMT (TSASMAA). (R0059:A.12.4.1.k) Make relationship to STANDARD_METHOD_ANALYTE_ASGMT (TSASMAA) optional and transferable. (R0059:A.12.4.1.l) Each LAB_ANALYTE_METHOD_ASGMT sometimes represents approval of one STANDARD_METHOD_ANALYTE_ASGMT (transferable, disassociate) Each STANDARD_METHOD_ANALYTE_ASGMT sometimes is approved in one or more LAB_ANALYTE_METHOD_ASGMT (non transferable, disallow delete) Add relationship to ANALYTE (TSAANLYT). Each LAB_ANALYTE_METHOD_ASGMT sometimes represents approval of one ANALYTE (non transferable, disassociate) Each ANALYTE sometimes is approved in one or more LAB_ANALYTE_METHOD_ASGMT (non transferable, disallow delete) (R0059:A.12.4.1.m) Define the following relationships as mutually exclusive. (B.12.4.1.a) LAB_ANALYTE_METHOD_ASGMT represents approval of either an ANALYTE or a STANDARD_METHOD_ANALYTE_ASGMT, but not both. If the LAB_ANALYTE_METHOD_ASGMT represents approval of ANALYTE, the relationship prevents the LAB_ANALYTE_METHOD_ASGMT from participating in the relationship LAB_ANALYTE_METHOD_ASGMT represents approval of STANDARD_METHOD_ANALYTE_ASGMT. (B.12.4.1.b)
Drop existing TSALAMA table and re-implement it using the new DDL in SS 2.0. Do not schema migrate any records if any are present. Earlier releases (up through SSWR1) should not have any records in this table. Changes to CODE (TINCODE) (R0059:A.12.4.1.n) : New Code table row for LAMA Reason Code.
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Column Name
Code_Name Cod_Characteristic Value_Length Delete_Flag Ownership_Code D_Userid_Code D_Last_Updt_Ts Ref_Attribute_Name Description_of_Cod
Value
LAMA_RSNCD T 1 A ST SS2.0 1/1/2007 TSALAMA.Reason_Code The user-defined list of Reason Codes of why a Lab Analyte Method Asgmt was certified/not certified.
12.4.2 Lab Analyte Method Association Page Flow When the user selects Lab Analyte Method Association from the Laboratories and Methods menu item on the SDWIS/STATE Home Page, the Lab Analyte Method Search page (Exhibit 1221) will be presented, where the user may specify any search criteria. 12.4.2.1 Lab Analyte Method Search
Exhibit 12-21 depicts the Lab Analyte Method Search page. (R0059:A.12.4.2.1.a, B.12.4.2.1.a)
Exhibit 12-21. Lab Analyte Method Search Protected Fields: [Certifying Agency] The name of the certifying agency associated to the laboratory selected. Will be populated when a valid Lab ID No. is supplied.
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[Analyte Name]
The name of the analyte code selected. Will be populated when valid analyte code is supplied. The name of the standard method code selected. Will be populated when valid standard method code is supplied.
[Method Name]
Entry Fields: Lab ID No. The identification number of the laboratory. If the entered value is not found or several matches are found, the Laboratory Maintenance List will be presented in single-select mode. If the user has typed part of the Lab ID No., it will be used in the search to invoke the Laboratory Maintenance List. If there is only one laboratory that matches the value entered, the name of the certifying agency related to the laboratory will be displayed. The Lab ID No. will be an optional field. Analyte Code The four-character analyte code. If a valid four-character analyte code is provided, the analyte name will be displayed. If the entered value is not found to be a valid four-character analyte code, the Analyte Maintenance List will be presented in single-select mode. The Analyte Code will be an optional field. Method Code Represents the standard method code. If a valid method code is provided, the standard method name will be displayed. If the entered value is not found to be a valid standard method code, the Standard Method Maintenance List will be presented in single-select mode. The Method Code will be an optional field. Buttons: [Lab] Go To Will present the Laboratory Maintenance List in single-select mode where a laboratory may be selected and returned to this page. If the user has typed part of the Lab ID No., it will be used in the search to invoke the Laboratory Maintenance List. Only the „select‟ menu item will be enabled. Will present the Analyte Maintenance List in single-select mode where an analyte may be selected and returned to this page. Will present the Standard Method Maintenance List in single-select mode where a standard method code may be selected and returned to this page.
[Analyte] Go To
[Method] Go To
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Search
Will apply the provided search criteria against the database and provide a list of lab analyte method assignments (TSALAMA records) on the Lab Analyte Method Association Maintenance List.
You may search by: ─ Lab ID No. ─ Analyte Code ─ Method Code If only Lab ID No. is provided, will search for Lab Analyte Method Association with Lab ID Nos. equal to the selected value. If only Analyte Code is provided, will search for Lab Analyte Method Association with Analyte Code equal to the selected value. If only Method Code is provided, will search for Lab Analyte Method Association with Method Code equal to the selected value. If Lab ID No. and Analyte Code are provided, will search for Lab Analyte Method Association with matching Lab ID No. and Analyte Code. If Lab ID No. and Method Code are provided, will search for Lab Analyte Method Association with matching Lab ID No. and Method Code. If Method Code and Analyte Code are provided, will search for Lab Analyte Method Association with matching Method Code and Analyte Code. If all three are provided, will search for Lab Analyte Method Association with matching Laboratory, Method Code and Analyte Code. If none are provided, will list all records.
If no records are found, the Lab Analyte Method Association Maintenance List will be presented with no records. Clear Will clear all input fields on the page so the user may enter new search criteria. Will close the Search page and return to the invoking page.
Cancel
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Help Tab Sequence:
Will invoke online Help for this page.
Lab Id No., [Lab] Go To, Analyte Code, [Analyte] Go To, Method Code, [Method] Go To, Search, Clear, Cancel, and Help. 12.4.2.2 Lab Analyte Method Association Maintenance List
The Lab Analyte Method Association Maintenance List (Exhibit 12-22) will be presented when the user clicks Search in Lab Analyte Method Asgmt Search. (R0059:A.12.4.2.2.a, B.12.4.2.2.a) The software will search the database for the Laboratory Analyte Method Assoc for the specified search criteria and display the results in the Lab Analyte Method Association Maintenance List. The default will be to list current lab analyte method asgmt records (begin date less than or equal to current date and end date is null or greater than or equal to current date) and future lab analyte method asgmt records (begin date greater than current date). If invoked from the Laboratory Maintenance page, the list should be limited to the supplied Laboratory. The user will still be able to maintain a lab analyte method asgmt for a different laboratory by performing another search. If invoked from the Analyte Method Pairing Maintenance List, the list should be limited to the supplied standard method analyte assignment. The user will still be able to maintain a lab analyte method asgmt for a different analyte method pairing by performing another search. One selection may be selected at a time. Selection will automatically enable both Edit/Change and Edit/Delete options. Unhighlighting a record or highlighting a different record after selecting Edit/Change or Edit/Delete will automatically blank out all the maintenance fields and protect all buttons in the Maintenance group box.
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Exhibit 12-22. Lab Analyte Method Association Maintenance List List Column: Lab ID No., Certifying Agency, Analyte Code, Method Code, Begin Date, End Date, Cert Ind, Reason, Default Method Ind, Lab Rptg Lmt, UOM. Default Sort Order: Ascending Lab ID No., Ascending Analyte Code and Ascending Method Code.
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Protected Fields: Number of rows resulting from search criteria entered: This protected field will show the total number of rows that met the search criteria. This would include records that fit the search criteria but do not fit the default view. For instance, there are 10 rows that fit the search criteria but 2 are “past” or closed records, the count will still be 10 and the Number of rows displayed (field below) will be 8. Number of rows displayed:
This protected field will show the total number of rows that are displayed in the list, which may be less than the number of rows that met the search criteria. Will be valued with either Add, Change or Delete depending on which was selected by the user. The name of the certifying agency associated to the laboratory selected. Will be populated when a valid Lab ID No. is supplied. The name of the administrative contact associated to the laboratory selected. Will be populated when a valid Lab ID No. is supplied. The name of the analyte code selected. Will be populated when valid analyte code is supplied.
Mode
Certifying Agency
Laboratory Name
[Analyte Name]
[Analyte Group Name]
The name of the analyte group code selected. Will be populated when valid analyte group code is supplied. The name of the standard method code selected. Will be populated when valid standard method code is supplied. Will be valued with: Are you sure you want to delete this record? when mode is Delete. This will be placed at the bottom of the page, on the left side of the OK button.
[Method Name]
[Message Text]
Menu Items: File Exit Edit Will close the page and return to the invoking page.
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Add
Will enable all the entry fields and buttons in the group box for addition of new record. The Mode field will be set to “Add.” This item will be available regardless of a selection having been made in the list. Will populate the entry fields in the group box with the selected record for maintenance. Will disable Analyte Group, Analyte Group GoTo button, and “Use Analytes detected by this Method Code” checkbox. The Mode field will be set to “Change.” This item will be enabled in the Edit menu when a selection has been made in the list. A double-click on a row will react as an Edit/Change request.
Change
Delete
Will populate the entry fields in the group box with the selected record for display only. All the buttons inside the group box will be protected except OK and Cancel buttons. The Mode field will be set to “Delete” and the Message Text field will be set to “Are you sure you want to delete this record?” This option will be enabled in the Edit menu when a selection has been made in the list.
View Filter By Will invoke a filter dialog box that will allow the user to filter by any field shown in the list box except Lab Reporting Limit and UOM fields. Use of this item will enable the Refresh item. Will be enabled only when the filter criteria has been applied to the list. Will retrieve the unfiltered list and disable this item. Will invoke Lab Analyte Method Search with prior search criteria present.
Refresh
Search Show All LAMAs
Will display all (past, present and future) Lab Analyte Method Assignment records in the list that met the search criteria. Any filter criteria applied on the list will be removed.
Show Current And Future LAMAs
Will display the default view. Current and future Lab Analyte Method Assignment records that match the search criteria will be displayed. Any filter criteria applied on the list will be removed. Will invoke the standard Sort dialog box where the list could be sorted by the same fields listed in the list box including the Lab Reporting Limit and UOM . Three levels of sorting will be supported.
Sort
Entry Fields:
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Lab ID No.
The identification number of the laboratory. If the entered value is not found or several matches are found, the Laboratory Maintenance List will be presented in single-select mode. If several exact matches are found the list will be filtered to the exact matches found. If there is only one laboratory that matches the value entered, the name of the certifying agency and administrative contact related to the laboratory will display. The Lab ID No. will be mandatory. It will be protected in Change mode to prevent modification.
Analyte Code
The four-character analyte code. If a valid four-character analyte code is provided, the analyte name will be displayed. If the entered value is not found to be a valid four-character analyte code, the Analyte Maintenance List will be presented in single-select mode. The Analyte Code, Analyte Group Code or “Use Analytes detected by this Method Code” will be mandatory. This field will be protected in Change mode to prevent modification. Analyte code will be disabled whenever Analyte Group Code or “Use Analytes detected by this Method Code” checkbox are valued.
Analyte Group Code The four-character analyte group code. If a valid four-character analyte group code is provided, the analyte group name will be displayed. If the entered value is not found to be a valid four-character analyte group code, the Analyte Group Maintenance List will be presented in single-select mode with only Select available from the Edit menu item. This field is valued when the user wishes to add multiple records for the same laboratory for each analyte in the group. Added records will be identical with the exception of the analyte. All validation for Analyte and Method Code association and dates are preformed in the OK button. After creation of the records for each analyte within the analyte group, there will be not an association between the added records tying them back to the analyte group. This field is only enabled in Add mode. This field is not enabled if Analyte Code or “Use Analytes detected by this Method Code” checkbox are valued. Use Analytes detected By this Method Code This checkbox is used to add multiple records for the same laboratory and method code. Added records will be identical with the exception of the analyte. All other optional fields will valued All validation for Analyte and Method Code association and dates are preformed in the OK button. After creation of the records for each analyte associated to the Method
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Code, there will be not an association between the added records tying them together. This field is only enabled in Add mode. This field not enabled if Analyte Code or Analyte Group Code are valued. Method Code Represents the standard method code. If a value is supplied, it must be a valid standard method code. If it is not, the list of valid standard method codes will be presented in single-select mode in the Standard Method Maintenance List. Blanking out this field will uncheck and protect the Default Method Indicator checkbox. This field must be valued if “Use Analytes detected by this Method” checkbox is valued. Default Method Indicator This checkbox will indicate if the selected method code will be the default method. When the box is checked, the selected method code will be the default when analytical results are entered on the Coliform Sample Maintenance, the LCR Sample Maintenance, General Result Maintenance, Radionuclide Result Maintenance and Microbiological Result Maintenance pages when the Lab Certification edit is enabled. When unchecked, the selected method code will not be the default. It will be enabled when a method code is selected. When the box is checked the value stored will be “Y”-Yes. When the box is not checked the value stored will be “N”-No. Certification Indicator
Checkbox, that when checked, will indicate that a lab analyte method asgmt was certified. When the box is checked, the value stored will be “Y”-Yes. When the box is not checked, the value stored will be “N”-No. This indicator will be used in conjunction with the Begin and End Dates when the Lab Certification edit is enabled to determine if a Laboratory is (Yes) or is not (No) certified for a given analyte and method.
Reason
A user-defined code of why a Lab Analyte Method Assignment was in the current certification status indicated by the certification indicator. This value is not used by the Laboratory Certification component. The permitted values available from the dropdown list will be retrieved from the PERMITTED_VALUE table with code_name of LAMA_RSNCD. Examples of possible values are Certified, Decertified, Provisional, and Approved.
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Begin Date
Begin Date will be mandatory. A calendar function will allow the user to more easily enter date for this field. This date will be used in conjunction with the Certification Indicator and End Date to determine Laboratory Certification. This field will default to current date in Add mode.
End Date
End Date will be optional. A calendar function will allow the user to more easily enter date for this field. . This date will be used in conjunction with the Certification Indicator and Begin Date to determine Laboratory Certification. This field will be optional. A calendar function will allow the user to more easily enter date for this field.
Issuance Date
Lab Reporting Limit A value that represents the laboratory reporting limit. This field will be optional. When valued, this number and the unit of measure field discussed below will be defaulted as the Laboratory Reporting Limit detection limit when analytical results are entered on the LCR Sample Maintenance, General Result Maintenance, and Radionuclide Result Maintenance pages when the Lab Certification edit is enabled. [UOM] The unit of measure for the Lab Reporting Limit. Permitted values available in the dropdown are those rows from the Unit of Measure table. The Lab Reporting Limit UOM will be an optional field unless the Lab Reporting Limit contains a value. If the limit is not valued, the value in this field will be ignored. When valued, this unit of measure field and detection limit discussed above will be defaulted as the Laboratory Reporting Limit detection limit when analytical results are entered on the LCR Sample Maintenance, General Result Maintenance, and Radionuclide Result Maintenance pages when the Lab Certification edit is enabled. Comments An optional scrollable text field in which descriptive information can be entered for the lab analyte method asgmt.
Buttons: Menu Items Scroll Buttons Will present the standard menu items dialog box. Will scroll the list box in the direction of the arrow displayed on the button.
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[Lab] Go To
Will present the Laboratory Maintenance List in single-select mode where a laboratory may be selected and returned to this page. If the user has typed part of the Lab ID No., it will be used in the search to invoke the Laboratory Maintenance List. Only the „select‟ menu item will be enabled on the Edit menu. Protected in Change mode to prevent selection of another laboratory. Will present the Analyte Maintenance List in single-select mode where an analyte may be selected and returned to this page. Protected in Change mode to prevent selection of another analyte. This button is disabled if the Analyte Group is valued.
[Analyte] Go To
[Analyte Group] Go To
Will present the Analyte Group Maintenance List in single-select mode where an Analyte Group may be selected and returned to this page. This button is disabled if the Analyte Code or “Use Analytes detected by this Method Code” is valued or in Change mode. Will present the Standard Method Maintenance List in single-select mode from where the user may select a valid method code. Will perform the following actions depending on the current mode. This button will be enabled when the Mode field is valued. Will invoke the following edit checks: If either the Analyte Group or “Use Analytes detected by this Method” checkbox are valued, multiple records may be created. The software will first process all validations for all potential records prior to committing records to the database. If any record does not pass a validation, the appropriate error message will be displayed and all batch processing will cease. If the Lab ID No. field is blank, the following error message will be presented: Laboratory may not be left blank. If the Analyte Code and Analyte Group Code fields are blank, the following error message will be presented: Select an analyte, analyte group or Use Analytes … Method Code checkbox. If both the Analtye Code and Method Code are supplied and they are not associated to each other in the Standard Method Analyte Assignment table (TSASMAA), the following error message will be presented: Invalid Analyte and Method pairing.
[Method] Go To
OK
Add Mode
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If both the Analtye Group Code and Method Code are supplied and any one of the analytes in the group is not associated to the Standard Method in the Standard Method Analyte Assignment table (TSASMAA), the following error message will be presented: Invalid Analyte and Method pairing. If the “Use Analytes detected by this Method Code” checkbox is valued then Method Code must be valued. If not, display the following error message: Method Code is required when Use Analytes … Method Code is checked.
If the “Use Analytes detected by this Method Code” checkbox is valued and there are no Analytes associated to this Standard Method in the Standard Method Analyte Assignment table (TSASMAA), the following error message will be presented: No Analytes exist for this Method Code. If the Begin Date field is blank, the following error message will be presented: Begin Date must not be blank. If the end date has a value, it must be equal or greater than the begin date. If it is not, the error message will be: End Date cannot be prior to Begin Date. If Lab Reporting Limit is valued, UOM cannot be blank. If it is, the error message will be: UOM is required with provided Lab Reporting Limit.
Duplicate Check A duplicate check will be performed using an exact match on the following fields: (1) Laboratory association AND (2) Analyte association (used if method is not supplied) OR (3) Standard Method Analyte association (used if both analyte and method are supplied) AND (4) A date overlap whereby the begin date and end date values of the displayed laboratory certification do not overlap in any way with an existing laboratory certification matching the above field values. If the Default Method Indicator checkbox is marked, there must not exist another TSALAMA record in the database that has
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already been indicated as default method for the given laboratory and analyte combination with one day of overlap in Begin and End Dates. If record exists, the following error message will be presented: A Lab Cert with default method indicated already exists for given lab & analyte.
If a duplicate is found, the following error message will be presented: This Laboratory Certification already exists. If a duplicate is not found and in batch processing all records have been validated and duplicate checked, a LAB_ANALYTE_METHOD_ASGMT record(s) will be created and linked to LABORATORY. If Analyte Group is valued one record for each analyte in the group will be created. If “Use Analytes detected by this Method” one record for each analyte associated to this Method will be created. Record(s) will be system numbered sequentially using the next higher internal system number from TINEISN where Table_Name = „TSALAMA.‟ The Certification Indicator and Default Method Indicator will be valued with “Y” if checkbox valued and “N” if checkbox not valued. If a method code was supplied, it will also be associated to the STANDARD_METHOD_ANALYTE_ASGMT. Otherwise (only the analyte was supplied), it will be associated to the ANALYTE. The Issuance_Dt and End_Dt will be set to null if not supplied. The D_Initial_Userid, D_Initial_Ts, D_Userid_Code and D_Last_Updt_Ts will be set to current values. The Lab Analyte Method Association Maintenance List page will be represented. All the fields with its values cleared and the buttons inside the group box will be protected. If a single record was added it will be appended in the existing list and highlighted. If the list is full, the last row in the list will be replaced by the new record. If more than one record is added using either the Analyte Group or “Use Analytes detected by this Method Code” checkbox, list will be refreshed from the database using the previous search criteria with or without the new records with no records highlighted. Change Mode Will invoke the same edit checks documented in Add mode except for the following fields: Lab Id No. and Analyte Code. These fields are protected from being modified. Will invoke the same duplicate check specified in Add mode.
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Will update the LAB_ANALYTE_METHOD_ASGMT. The Issuance_Dt and End_Dt will be set to null if not supplied. The D_Userid_Code and D_Last_Updt_Ts will be set to current values. If a method code was supplied, it will also be associated to the STANDARD_METHOD_ANALYTE_ASGMT. If a method code was removed, the association will be deleted and it will be associated to the ANALYTE. The page will be represented with the selected record updated in the list. All the fields and buttons inside the group box will be protected. The fields will be set to blank. Delete Mode Will delete the selected record from the database. The record will also be removed from the list box and the row counters will be decremented by 1. All the fields and buttons inside the group box will be protected. The fields will be set to blank. Cancel Will abort the requested action without presenting the standard Cancel Confirm dialog box. All the fields and buttons inside the group box will be protected. The fields will be set to blank. This button will be enabled when the Mode field is valued. Tab Sequence: Menu Items, Lab ID No., [Lab] Go To, Analyte Code, [Analyte] Go To, Analyte Group Code, [Analyte Group] GoTo, “Use Analytes detected by this Method Code” checkbox, Method Code, [Method] Go To, Default Method Indicator, Certification Indicator, Reason, Begin Date, End Date, Issuance Date, Lab Reporting Limit, [Lab Reporting Limit UOM], Comments, OK and Cancel.
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