REVIEW YOUR SCHEDULED REQUESTS

REVIEW YOUR SCHEDULED REQUESTS


 THE SCHEDULING PAGE: HOW TO REVIEW THE REQUESTS 

Once the lines from your Request Form are validated, they are converted into Requests and moved to the Scheduling page.

In this process the engine is already engaged and might be executing some initial processes according to your needs such as Batching Samples / Lots, i.e combining several lines from your Request Form into one single Request in the scheduling page.

The engine will then consider all Requests labelled as NEW or TO BE PROCESSED in their Request Status and start scheduling the corresponding tasks ( the Tests steps defined in your Tests Group)

This page is composed of 2 sections: Upper section with a dashboard and bottom section with the full  list of converted Requests.

DASHBOARD OF YOUR REQUESTS

The upper part of this page shows 5 charts to facilitate a quick overview of the requests status


    3.   

    HOW TO USE THE SEARCH TOOL


    The Search tool allows immediate, automatic change of the chart.
    Info
    The search tool filters in both the charts of the dashboard and the list of Request in the interactive grid below.
    1. FROM BAR CHART TO PIE CHART GRAPHIC
    Click on the pie chart icon on the header of each chart in order to change from one chart type to another
    1. REMOVING / ADDING A CHART
    A chart can be removed by closing directly on the chart display window. You can always Show back the chart from the 3 dots menu in the corresponding item.

    HOW TO REVIEW THE SCHEDULING PROCESS OF YOUR REQUESTS 

    Once a Request is moved into this page a unique Request ID is assigned which is also useful for filtering in the Task List Pages.
    The Requests List can be filtered by using the Search tool on the right side of the page

    The Request List can also be reordered by just clicking on the top of each column

    The Table of the Request List is composed of:
    1. Request ID unique number assigned once the engine has processed it
    2. Request Code and Request Description are information from that that be transferred in those two fields. which are the one immediately accesible from the Calendar views
    3. Start Date 
      1. It can come directly from your Request Form information
      2. It can be the day & time of the corresponding engine run
      3. If the system is first batching several line of the Request Form, it will indicate the date of the most urgent line
    4. Request Status
      1. NEW 
        1. Requests newly added to the list will be considered by the engine during the next run
      2. TO BE PROCESSED
        1. Requests processed by the engine where scheduling of the tasks is not finalised due to certain logic constraints or errors
        2. Those requests will be considered first in the next run in order to finalise the scheduling of their tasks
        3. To be used for Rescheduling process once tasks to be rescheduled have been cancelled first
      3. COMPLETE
        1. Requests processed by the engine where all tasks have been scheduled
      4. ERROR
        1. Requests processed by the engine where scheduling process can not be initiated or finalised 
      5. ALL OTHER STATUS such as ON HOLD, CANCELLED, REJECTED...
        1. Requests won't be considered by the engine
    5. Completion Date
      1. Can be left empty
      2. Can come directly from your Request Form information
      3. If the system is first batching several lines of the Request Form, it will indicate the date of the most urgent line
    6. Tests Group is your analytical workflow translated in to Tests and Steps 
    7. Request Type for reporting purposes, can be defined in Settings / Request Parameters
    8. Request Priority
      1. HIGH, MEDIUM, LOW defines the order in which the engine should consider the requests 
      2. Can be edited which allows to reconsider order during Rescheduling process
    9. Location 
      1. Multiple locations / departments / Labs team can be set and filtered from here
    10. Project 
      1. It can come directly from your Request Form information
      2. It can be created automatically based on rules
    11. Parameters
      1. List of system and custom parameters activated for your needs
      2. if non activated, no parameters have been set up
      3. It can also be list of information coming from your Request Form
    12. Tasks
      1. List of all tasks scheduled when status is COMPLETE
      2. Partially list fo tasks when status is TO BE PROCESSED
    13. Requests Errors
      1. When the request status is TO BE PROCESSED  or ERROR, the Request Error icon provides further information about the potential scheduling issue, such as missing available resources within the constraints imposed on the engine



    Bulk Edit

    Select the rows you would like to edit.
    The Build Edit button allows you to edit multiple selected request lines at once for a series of parameters.
    From there you change their Start Date, Status, Priority, Project or Type.
    Apply changes once the changes have been defined.



    Bulk Delete

    This is a 2 steps feature that allows to remove all selected Request lines at once. 


    Creating a new Request

    This feature allows you  to create a single request manually.
    Fields marked with a     red triangle are mandatory 
    Other field might not be mandatory to leave flexibility in deciding whether to assign one or multiple, yet the engine would required them to be set.



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