Editing Field and Lab Sample Results

Overview: This article outlines the process for editing some information if needed after sample results are entered from the field or a lab. 

Field Sample Result Process

Sample results taken in the field (Data Source = Field) may be edited after the results have been entered. However, please note that only certain fields in the sample result can be modified.

* Sample result data can only be edited in a Field Sample result. Lab Sample Results cannot be edited.

In certain situations, the Sub Task where sample results were applied may be in a Closed status. If the Sub Task is closed, the Edit option (accessed via the 3-dot menu in the Sample Result details page mentioned below) will not be available. 

To make edits to sample results, the related Sub Task must be reopened. Doing this enables the ability to edit sample results and associated data.  

After the edits are made and saved, the Sub Task can then be closed again.

Steps to Edit Field Sample Results:

• Re-open the Sub Task the Sample Result has been entered in if the status is showing as “Closed”.
• Locate the Sample Result:
  • Navigate to the All Sample Results page.
  • Find the sample result you wish to edit.

• Open the Sample Result Detail:
  • Click on the sample result line to bring up the Sample Result Detail screen.

• Access the Edit Option:
  • Click the 3-dot menu option in the top right corner of the screen.
  • Select Edit from the dropdown menu.

• Edit the Required Fields:
  
  
  • A new screen will appear, allowing you to edit the following sections:
    
    
    • Result: Contains Results and Units
      
      
    • Analysis Info: Contains Parameter, Method, Limit Set, Reportable Status, and Result Comment
      
      
    • Sample Info: Contains Date information, Sample Method, Preservative, and Container
      
      
    • Tags: Allows you to edit or add tags
      
      
• Save the Edits:
  • After making the necessary changes, click the Save button at the top of the screen.

• Verify Edits:
  • The updated information should now be reflected in the sample result line entry.

• Close the associate Sub Task

• Locate the Sub Task the edited sample result is entered in and change the status back to “Closed” if needed.

Lab Sample Result Process

Lab sample results (Data Source = Lab) do not have the option to edit the sample result data itself. Only certain sections related to the analysis and sample info can be updated.

Note: Lab Sample Results cannot have the Sample Result options (Results, Units) edited.  This is intentional, as any lab data should be modified in the source of truth first and then reimported if needed to correct any errors.

Steps to Edit Lab Sample Results:

• Locate the Sample Result:
  
  • Navigate to the All Sample Results page.

• • Find the lab sample result you wish to edit.

• Open the Sample Result Detail:
  
  • Click on the sample result line to bring up the Sample Result Detail screen.

• Access the Edit Option:
  
  • Click the 3-dot menu option in the top right corner of the screen.

• • Select Edit from the dropdown menu.
    
    

• Edit the Required Fields:
  
  • A new screen will appear, allowing you to edit the following sections:
    
    • Analysis Info: Contains Limit Set, Reportable Status, and Result Comment
      
      
    • Sample Info: Contains Sample Method, Preservative, and Container

• • • Tags: Allows you to edit or add tags
      
      
• Save the Edits:
  After making the necessary changes, click the Save button at the top of the screen.

Conclusion:

• Field Sample Results offer more flexibility for editing, including the ability to modify results and units, while Lab Sample Results are more restricted in terms of what can be updated.
• After editing, always ensure that you click the Save button to apply any changes.