Labs Worksheet (5.0)
- Cathy Allison
This screen was originally made for VetView 3.1. It has been updated to reflect changes in VetView 5.0 and later. This page also applies to the custom 4.0.9 version used by Cornell.
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.
This screen is also where you can manage a 96 Well Plate Layout for processing accessions and tests to be run in a PCR machine. Results from the PCR machine can then be imported back into VetView to review and finalize the results on the accessions.
Back to Search Button
This button will load the Labs List Search screen, even if you did not start from there.
For more robust search features, please use the Labs List Search screen instead.
Any worksheets found on that screen will always open on the Worksheet screen (this screen.) Working Lists will open on the Result Entry screen instead.
Direct Worksheet Search or Creation
If the Worksheet screen is opened directly from Navigation or from the Header bar, you will need to create or open an existing worksheet to perform any other functions.
Click on the Edit button to choose whether to create a new worksheet, or open an existing worksheet.
Save Button
Saves all changes made to a worksheet. Displays at all times, but is only available to use if a worksheet has been loaded and has had new changes made.
Edit Button
This button only has two menu options when no worksheet is loaded: Create Worksheet and Open Worksheet.
Note: These options are also available on the Labs List Search screen.
Create New 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.
Accessions must have already been received and processed to add them 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. |
Spreadsheet View
A Spreadsheet list is intended for tests that are performed all at once in a batch. This layout will load all the tests into a single spreadsheet style screen. Alternatively, you can load the tests into a 96 well plate layout for fast specimen scanning using a barcode scanner. This layout also allows you to export the CSV file to a PCR machine, and then import the results back for automatic data entry.
Working List View
A Working List style is intended for tests that must be performed consecutively, such as a bacterial culture or histology slide. This layout will load all the lists into screen where they can be opened one at a time and processed at a workstation. Working lists utilize the Result Entry screen instead of the worksheet screen, and created a working list will take you there once it has been saved.
Field | Description |
|---|---|
Laboratory | The lab that this worksheet will be linked to. |
Name | The name of the worksheet. A name will auto generate based on the date and time, to ensure it has a unique name even if nothing else has changed. Worksheets created from the Test Search screen will include the lab workstation instead of the word Worksheet as the default title. |
List Type | Choice between Spreadsheet and Working List. |
Create By | Choice between Scan Specimen Barcodes to create a list, Scan Specimens into a 96 Well Plate Layout, or Import from PCR Result Export File (if the accessions and specimens were entered on a third party machine.) |
Save | Creates the work list and loads the appropriate screen based on the selections. |
Cancel | Discards the selections and returns to the Worksheet Search screen. |
Open Worksheet Layout
Once a worksheet is opened, the layout of the screen will change.
At the top of this screen will be basic information about the worksheet.
The next row is a menu bar with additional buttons.
A blank space appears that will populate with additional cell data if a Result cell is clicked.
Finally, the list of tests will appear under Test Information and each test line’s corresponding Results.
Worksheet Information
This section displays the following fixed text information about the Worksheet:
Worksheet Name
Created By (username of the person who made the worksheet)
Created On Date
Lab the worksheet belongs to
Worksheet Status
Open Worksheet Menu Buttons
The menu bar for an open worksheet contains the following buttons:
Save Button
Edit Button
Test Button
Specimen Button
Print Button
Please see below for more detailed information about the options under each button.
List of Tests on a Worksheet
Once a worksheet has been created or opened, the tests will display in this section. There are two halves to a Worksheet’s accession and test list:
Test Information Columns
Results Columns
Test Information Columns
The default columns on the VetView worksheet screen are:
The pancake menu column (for use on touchscreen interfaces)
Test status color indicator (New, Working, or Finalized)
Item Number (the Accession number and the unique patient-specimen-test numbering tree)
Test Name (as a hotlink that will jump straight to a filtered result on the accession)
Patient Name
Specimen ID
Specimen Code (as defined under the Common Specimen Setup)
Specimen Label, if any (usually provided by the client as their internal ID for the patient)
Nearly every other attribute on an accession is available as an optional column on Test Information. These are added by using the pancake or right click menus.
Test Status Indicator Column
This column displays a visual indicator for the test status.
The status also displays as a mouseover on the column
Tests in New status are green
Tests in Working status are red
Tests in Finalized status are gray
Test status is available as a text only column as well, for those who cannot make use of the color indicator shortcut.
Test Information Pancake Menu
On a touchscreen, press the pancake menu button to open up the options for Test Information.
The menu includes:
An Insert Column Selector (tap it to view the available columns)
The option to Reset Columns to the defaults
The option to Save the current layout as your new permanent worksheet layout
Drag and Drop Columns
Columns can be rearranged on a touch screen by picking them up, dragging them to a new location, and dropping them in place.
Columns will display in green and with a plus sign if they can be dropped to the new location.
They will display in red and with a banned sign if they cannot be dropped to the new location. The pancake menu column must always be the furthest left when it is visible. Otherwise, the columns can be arranged with the most relevant information where you can easily see it.
Sort Columns
All columns on Test Information can be sorted.
Widen or Shrink Columns
All the columns in Test Information and Results can be widened or reduced, like a real spreadsheet.
Hover your mouse on the cell separator between the columns to display the widen cursor, and move the column border left or right.
You can also double click when this icon is displayed to automatically size the column to the shortest text within of all the rows in the column.
Test Information Right Click Menu
This is very similar to the Pancake menu, but includes the option to precisely move the columns instead of dragging and dropping them.
You can also Remove Columns that will no longer be needed.
Results Columns
These are the columns for the associated results on each test.
Like the Test Information columns, you have the option to hide specific Result columns if you will not use them (such as a comment field.) Once the results are hidden, you can Save the current layout and it will remember the settings for these tests. You can reset the columns at any time to restore them all.
These options are:
Hide Column
Reset Columns
Save Columns
Hide Test Information Columns
If you want to view more results in your monitor, and you have a Patient Identifier column visible in the Results field, you can temporarily hide the Test Information columns by clicking on the small arrow in between the Test Information and Results sections.
Clicking the arrow in the Hidden state will restore all the Test Information Columns.
Edit Menu on an Open Worksheet
Once a Worksheet has been opened, the Edit menu has additional options available, besides the Create Worksheet and Open Worksheet menu items.
These options are:
Create Worksheet
Option Worksheet
Mark Worksheet Complete
Delete Worksheet
Add Test from Barcode
Open Plate Layout
Import Results from PCR Export File
Mark Worksheet Complete
This option will change the status of the worksheet from Working to Complete. If all accessions on a worksheet are in Finalized status, it will also mark as complete, but you can use this option if certain accessions are in a different status and the worksheet may not be marked complete automatically as a result.
Delete Worksheet
If a worksheet was created in error, this will delete the worksheet. Since an Accession and a Test can be associated with multiple worksheets, you can safely delete a worksheet without impacting the linked accessions.
Add Test From Barcode - Specimen List
To add one or more new tests from a barcode, click on Add Test from Barcode. This will open the new Specimen List Screen.
Ensure your cursor is in the Specimen ID box, and start scanning. VetView will automatically find the associated test and accession, and add it to the list.
Open Plate Layout
This opens the 96 Well Plate Layout for large batches of tests, such as PCR tests. You can scan specimen barcodes directly into this layout to match a specimen to a well. The well number will be automatically numbered onto the specimen.
Import from CSV
This option 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 import 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. Many lab instruments will talk to VetView using our API or a custom interface and can pass results directly in without having to perform this manual upload. Please contact Jeff Duke for any questions about this import process.
Print Button
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.
If there are any custom Local Reports, they can appear in this menu as well.
Reports always option as a PDF to allow you to preview them before printing and verify that everything appears correctly.
Test Button
This menu contains the options to change the status of the tests on the Worksheet. To apply the Selected status change to only some of the tests, use the check mark that appears next to the test results on each test row on the worksheet.
Test Button Menu Options
Field | Description |
|---|---|
Finalize All Tests | The Finalize button has options to finalize all the tests in the worksheet. If this also sets all tests on each Accession to Finalized, depending on the test settings, this should automatically Finalize the accessions and mark the Worksheet complete. |
Finalize Selected | This sets the selected tests to finalize. Use this option if some tests will need to be cancelled or run a second time. |
Set All Results to Preliminary | The Preliminary button has options to set all results to preliminary. This option does not set Accessions to Finalized status. |
Set Selected Results to Preliminary | This option will set certain results to preliminary, and leave the others in Working status. Use this option if certain tests need to be verified or need additional review. |
Specimen Button
This menu allows you to change the location of all specimens, or only certain specimens, if your lab utilizes Specimen Tracking. To Edit the location of only some specimens, use the check box next to the test on the Results row to select the specimens for the tests you want to move.
Select the option and then choose the new Specimen Location from the menu. Then click on Save to apply the changes. You can also cancel out if you do not need to change the location.
Specimen locations can also be moved in bulk using the Specimen Batch Search screen or the Labs Specimen Tracking Screen .
96 Well Plate Layout Details
For spreadsheets intended to be used with a batch PCR machine, VetView 3.1 and later supports a 96 well plate layout.
Click on the Open Plate Layout button to change to this view.
The spreadsheet view will transform into a plate layout, with columns 1-12 and rows A-H labeled on the screen.
Click on a cell to scan a specimen barcode, or to set it as a positive or negative control.
For more information, please see: How To Create a Batch Worksheet for a 96 Well PCR Test (3.1)
Well Plate Layout Buttons and Fields
Field | Description |
|---|---|
Close Plate Layout | Returns you to the Spreadsheet layout for this worksheet. No changes are lost. |
Print Layout | Prints the Plate Layout into a unique grid report that is identical to the view on the screen. |
Assign Specimen to Well | Display a list of all the specimens currently associated with the Worksheet that have not yet been assigned to a well, and double click them to enter into the current cell. If you are not using a barcode scanner, this may be the fastest method for data entry. |
Generate PCR Export File | Once all the data has been entered, click this button to create a Comma Separate Value file that can be read by QuantStudio 5 (Thermo Fisher) or by 7500 Fast machines. You will also need to select the test protocol from the list. |
Edit Protocols | Create or modify PCR protocols. You will need to work with the test manufacturer to set the Test Name, Description, Control Name, Control Task Types, Target Gene(s), and dye colors. |
Scan Specimen Barcode | Enter the Specimen ID by scanning the barcode or manually entering the ID. Upon clicking enter, the specimen, test, and accession will automatically be linked with the cell, and the cursor will move to the next cell in the row or column as appropriate. |
Fill Top to Bottom | Indicates that the spreadsheet is currently filling rows at the top of the column, then moving down to the next row. If you click this button, it will change to Fill Left to Right and instead change cell to cell across the row before moving to the next row. |
Positive Control | Sets this cell as a positive control. Set this according to your lab's protocols. For example, one common method is to set the bottom right cells (H10, H11, and H12) as the positive controls. |
Negative Control | Sets this cell as a negative control. Set this according to your lab's protocols. For example, one common method is to set the upper left cells (A1, A2, A3) as the negative controls. |
Skip | Leaves this cell in the array blank. Use this if the specimen is not acceptable or the plate array does not use this cell. |
Remove | Clears the contents of the selected cell. Removes the specimen, test, and accession link, and resets the cell to a blank state. |
Test Filter | If multiple tests will be run in a single batch, this option will limit the visible cells to only those which will have that test run against them. |
PCR Protocol: | Select from the list of protocols created under the Edit Protocols button. |