QA Sample - How To Manifest QA Samples To Testing Lab
Updated 10 months ago
QA Sample - How To Manifest Samples To A Testing Lab
When you have products that are ready for testing (following a harvest or production run), it's likely that you'll need to send samples to a testing facility. Follow these steps to Manifest, Print, and Release QA Samples for laboratory testing.
These instructions are for a "stand-alone" environment where you are not connected to a state traceability system. Oklahoma METRC users will need to transfer lab samples directly in METRC, per the OMMA. Please click this link for the Oklahoma testing workflow.
Manifesting QA Samples
- Navigate to Inventory Management > QA Sample, where you'll see a list of QA Samples that have already been taken.If you still need to sample your production or harvest batch please see this article.
- If you wish to transfer multiple samples to the same laboratory on the same manifest, check the boxes next to the samples and click "Manifest Selected".
If you wish to transfer a singular sample to a lab, click the blue "Manifest" button to the right of the sample you intend on transferring.
- On the following screen, indicate whether the samples will be delivered, picked up, or transported via 3rd-party delivery, and the estimated departure/arrival dates and times
- Select a driver, pickup driver, or 3rd-party delivery agent, and Click "Save & Manifest".
- Click "Save & Manifest" again on the resulting pop-up window.
- Click "OK" in the next pop-up window to confirm success.
Printing A QA Sample Manifest
To preview and print the manifest:
- Click the PDF icon to the right of the manifest in the QA Sample > Manifest screen.Note: Use the filters near the top of the page to filter by barcode, laboratory, departure, and/or arrival date.
- This will open the PDF manifest to preview or print.
Releasing A QA Sample Manifest
To release a QA Sample Manifest and initiate the transfer:
- Click the teal "Release" button, to the right of the manifest in the QA Sample > Manifest screen, to navigate to the final release screen.
- Click the green "Release" button to release the manifest and initiate the transfer to the lab.
- Click the final grey "Release" button on the following pop-up window to confirm the release.
