Managing Sources, Sample Types and Data Qualifiers in Compliance
Sources Tab
The Sources Tab has a number of ways to choose the Sources you want to include in your compliance;
Select all Including Future
This allows you to select every Source in your database and will also add any Sources added in the future. This is the typical setting as it means any data imported to new sources created after the Compliance will apply. If you want to specifically exclude certain sources from a Compliance then do not use this option and set them as per the below.
Selecting Sources and Source Families
There are 3 ways to select Sources;
Singular – Selecting one at a time and clicking the ‘>’ button, which moves the object to the selected box.
Multiple – Clicking one object and then hold shift or control and click more samples. Then click the ‘>’ this will allow you to move multiple objects to the selected box.
All – Clicking the ‘>>’ Button will move all of the objects from the unselected box to the selected box.
Deselecting
Works the same at selecting objects, but using the ‘<’ and ‘<<’ buttons
Selecting Source Families
Source Families are pre-defined sets of data sources.
Sample Types Tab
The Sample Types Tab has a number of ways to choose the Sample Types you want to include in your compliance;
Select all Including Future
This allows you to select every Sample Type in your database and will also add any Sample Types added in the future. This is the typical setting as it means any data imported to new Sample Types created after the Compliance will apply. If you want to specifically exclude certain sources from a Compliance then do not use this option and set them as per the below.
Selecting Sample Types
There are 3 ways to select Sample Types;
Singular – Selecting one at a time and clicking the ‘>’ button, which moves the object to the selected box.
Multiple – Clicking one object and then hold shift or control and click more samples. Then click the ‘>’ this will allow you to move multiple objects to the selected box.
All – Clicking the ‘>>’ Button will move all of the objects from the unselected box to the selected box.
Deselecting
Works the same at selecting objects, but using the ‘<’ and ‘<<’ buttons.
Data Qualifiers Tab
The Data Qualifiers Tab has various ways to choose the data qualifiers you want your compliance to run against;
Select all Including Future
This allows you to select every Data Qualifier in your database and will also add any Data Qualifier added in the future. This is the typical setting as it means any data imported to new Data Qualifiers created after the Compliance will apply. If you want to specifically exclude certain sources from a Compliance then do not use this option and set them as per the below.
Selecting Data Qualifiers
There are 3 ways to select Data Qualifiers;
Singular – Selecting one at a time and clicking the ‘>’ button, which moves the object to the selected box.
Multiple – Clicking one object and then hold shift or control and click more samples. Then click the ‘>’ this will allow you to move multiple objects to the selected box.
All – Clicking the ‘>>’ Button will move all of the objects from the unselected box to the selected box.
Deselecting
Works the same at selecting objects, but using the ‘<’ and ‘<<’ buttons.