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Comment: Updated content to version 2.0.7


General Description

This screen is used to find and manage worksheets (initially created on the Test Search Screen), which are collections of tests.  Using this screen you can do mass data entry on tests, push all the data to the associated accessions, and mass-finalize tests.

Screenshots

Search Screen

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nameWorksheet Search 0.4.1

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1Worksheet Search SectionThe user can enter search criteria here to look for previously created.
2Worksheet List SectionClick on these links to enter the Worksheet Edit Screen.

Edit Screen

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nameWorksheet Edit 0.4.1

NumberNameDescription1Save This saves the worksheet in its current state. NOTE: Saving a worksheet does not push the results on the screen to the accession.2Post All Results This options sends all the result data in the worksheet to the appropriate accessions & tests.3Finalize All Tests This finalizes all the tests listed on the worksheet.4Delete Worksheet This deletes the worksheet (the list itself, not the tests or accessions).5Mark Worksheet Complete Worksheets are always either in the Complete or Incomplete status (for worksheet searching purposes). Pressing this button puts a worksheet into the Complete status.6Print WorksheetThis button prints the Worksheet Report.7Add Notes This button opens a dialog box which can be used to add notes to the worksheet itself.8Test Information SectionEach row in this section is a test that was added to the worksheet. Right click in this section to pull up the Test Right-Click Menu9Results AreaRight click in this section to pull up the Results Right-Click Menu10View This button appears when there is text inside a rich text editor. Click on the word "view" to see/edit the text.

Test Right-Click Menu

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NumberNameDescription1Remove Accession buttonRemoves from the worksheet all tests associated with the accession the user right-clicked on.2Remove Test buttonRemoves from the worksheet the particular test the user right-clicked on.3Rebuild buttonIf some of the accession information has changed since the worksheet was created (like a test was deleted, or a value was entered into one of the result fields), clicking this button will bring in the new data. However, it will also erase all of the data the user has entered into the worksheet thus far. It is like a reset button.4Got To Result buttonThis will send the user to the Accession Screen's Result tab (highlighting the test that the user right-clicked on).

Result Right-Click Menu

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nameRight Click Menu Results 0.4.1

 

NumberNameDescription1Paste to All Blanks buttonTakes the value the user right-clicked on and fill it into all the fields in the column that don't already have a value in them.2Paste to All buttonTakes the value the user right-clicked on and fill it into all the fields in the column.3Paste to Selected buttonTakes the value the user right-clicked on and fill it into all the fields in the column that have a checkmark in the box beside them.4Clear buttonErases any data entered into the field the user right-clicked on.5Clear Selected buttonErases any data entered into all fields in this column that have a checkmark in the box beside them.6Edit ButtonBrings up an edit dialog box for the field the user right-clicked on.7Go To Result buttonThis will send the user to the Accession Screen's Result tab (highlighting the test that the user right-clicked on).8Selection checkboxCheck this box to select all the tests, or click the individual boxes below to make a selection of some of the tests. The Paste to Selected and Clear Selected buttons operate on whatever is checked in these boxes.
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Labs Worksheet

The Labs Worksheet screen allows a user performing a batch of accessions to search for their assigned work, create a spreadsheet style form for data entry, and perform the tests and data entry all at once.  

Note

As of VetView 1.7.10 and 2.0.5 this screen also allows for the import of CSV files from certain external test equipment that does not have an API interface for security reasons (e.g. for HIPPA compliance in COVID testing.)    Contact Jeff Duke if you have questions about this feature. 

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Create Worksheet

To create a new worksheet from scratch, click on the Create Worksheet button.  Enter the lab for the worksheet, and give it a name, then click on the Save button.

Additional dialogue entries will become available:  A data entry field to scan the barcode number for the Accession, and a test filter to choose which tests will be performed on these specimens.

Warning
titleAccession Must Be Created

The accession must have already been received and processed to add it to a Worksheet.  If a specimen does not have an associated accession, it cannot be added to the worksheet.  Contact accession receiving if you get an error about the accession or test not being found.

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Open Worksheet

To find a worksheet that was already pre built with accessions, go to Open Worksheet and search for the name of the worksheet from the list.  You can further filter it down to only worksheets created by the logged in user, if there are many worksheets available for that lab. 

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The worksheet will load in the section below.  Only accessions that have not been finalized can be edited on a worksheet. 

Test Information

Once a worksheet has been created or opened, the tests will display in this section.  There are two halves to the Test Information list:  The left hand columns can be hidden but cannot be edited, as they contain the accession information.  The right hand columns cannot be hidden but can be edited, so long as the tests are not in a finalized status.

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Print Worksheet

This button opens up a PDF version of the worksheet to allow you to print and then process the list on paper or cross check it against the samples in a machine that is not near your computer.

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Finalize 

The Finalize button has options to finalize all the tests in the worksheet, or only selected tests.

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Preliminary

The Preliminary button has options to set all results to preliminary, or only selected results.

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Edit Worksheet

The Edit Worksheet button has options to Mark Worksheet Complete which will remove it from the Open Worksheet list, to Delete Worksheet which will remove it from the Open Worksheet list without marking it as Completed, and to Add Test from Barcode if there are additional tests you need to add to the existing worksheet.

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Import from CSV

This option, available in VetView 1.7.10 and 2.0.5, allows you to import the results from an external machine that does not have an electronic interface that can speak to the API but can only release results onto a USB drive.  You will need to select the correct test, manually match the columns on the CSV to the output columns on the test, and then Upload.  You can choose to create a new worksheet, or imported the results to an already opened worksheet.  All results imported in this manner must already have an accession associated with them, or else the import process will fail.

This process only works with a limited number of external testing devices that do not have the ability to interface with the VetView API.  Please contact Jeff Duke for any questions about this import process.

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Reports

The Reports button allows you to have additional Local Reports that are not variants on the Print Worksheet.  This button will only display reports if your Labs administrators have made them available.  It may not be present on all installations of VetView.

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