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QA Testing Samples

Nicholas Casbarro avatar
Written by Nicholas Casbarro
Updated over 2 years ago

You can create samples for QA testing by working with a lot, batch, or plant. Once a sample is created, it appears on the Samples page. You can indicate when it's sent to the lab, and then record the test results. Those results are then viewable on the lot/batch/plant.

Creating a Sample

Go to the lot, batch, or plant you're working with and click Create Sample. Fill in the details and SUBMIT to add it to the list of samples in the QA module.

Look under the Samples tab at the bottom of the page for a list of samples created from the entity.


Viewing a Sample

You can get to a sample's properties page from the Samples listing page or from a lot/batch/plant page.

To view it from the Samples page:

Go to QA > Samples.

Click the ID of a sample in the list to open a page where you can view and manage it.

To view it from the entity the sample came from:

Go to the entity...

  • Lot: Warehouse > Lots > [lot ID]

  • Batch: Cultivation & Processing > Batches [batch ID]

  • Mother Plant: Cultivation & Processing > Mothers > [plant ID]

...then, under the Samples tab at the bottom of the page, click the ID of the sample.


Sample Actions

The actions listed below can be applied to the sample.


Send Sample to Lab

Use this to indicate that the sample has been sent out for testing. A modal appears where you select which lab and which of you staff members sent it.

The list of lab partners is populated with CRM Accounts whose "Type" is "lab".

Once you've completed this action, the button changes to let you record your lab results.

Record Lab Results

Once the sample has been sent out, this button becomes available. Use it to upload the document containing the lab results and select whether the sample passed or failed testing. The results then appear on the lot, batch, or plant that the sample came from.

If the sample came from a batch or lot, head back to that batch or lot and you'll now see a button to do QA Review or Lot Review. Click it to confirm that the batch or lot is to be released.


Move Rooms

Select the room the sample was moved to.


Queue for Destruction

Use this to log part of the sample that is being prepared for destruction. A modal appears where you specify the destruction details such as the waste type. The quantity of remaining sample will be adjusted.


When printing labels, you specify the label template (which determines what the label looks like and what information appears on it) and the printer.


Edit Sample Name

Allows you to edit the name to make it easier to find.

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