How to Raise a Microbiological Monitoring Test Record
Note: Microbiological Monitoring Testing Programmes must be set up first in the Microbiological Control module before a Microbiological Monitoring Testing Record can be created. Click here to access the article on setting up a Microbiological Monitoring Testing Programme.
A Microbiological Monitoring Testing Record can be added in three ways. Below are the steps that must be carried out in order to add a Microbiological Monitoring Testing Record. Expand each step below for further explanation.
Option 1: Using the 'Add Result>Monitoring Test' Button within the Microbiological Control Module
To manually add a Microbiological Monitoring Testing Record in the Microbiological Control module, navigate to the Microbiological Control module via 'PRP Control>Microbiological Control' and click the 'Add Result>Monitoring Test’ button.
Image: Navigation to Microbiological Control Module, and Click 'Add Result>Monitoring Test' Button
A pop up will appear on screen prompting you to select the Microbiological Monitoring Testing Programme for which you wish to add the Microbiological Monitoring Testing Record. Using the dropdown, or typing into the box, source your preferred Microbiological Monitoring Testing Programme and click 'Create'.
Image: Microbiological Monitoring Testing Programme Pop-Up Screen
Image: Selecting the Microbiological Monitoring Testing Programme to create the Microbiological Monitoring Testing Record from
Image: Clicking the 'Create' Button to generate a New Microbiological Monitoring Testing Record
Once created, the Microbiological Monitoring Testing Record will open on the Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Microbiological Monitoring Testing Record
Note: For further explanation on how to complete the two/three Workflow Stages of the Microbiological Monitoring Testing Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Microbiological Monitoring Testing Programme
To manually add a Microbiological Monitoring Testing Record from a Microbiological Monitoring Testing Programme, navigate to the Microbiological Control module via 'PRP Control>Microbiological Control', access the 'Plan’ tab and locate the Microbiological Monitoring Testing Programme you wish to raise the Record from.
Image: Navigate to the Microbiological Control Module, Access 'Plan' Tab and Locate the Microbiological Monitoring Testing Programme
Once you have access the Microbiological Monitoring Testing Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Microbiological Monitoring Testing Record.
Image: Using the 'Actions>Add Record'
Once created, the Microbiological Monitoring Testing Record will open on the Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Microbiological Monitoring Testing Record
Note: For further explanation on how to complete the two/three Workflow Stages of the Microbiological Monitoring Testing Record, see here.
Option 3: Using the 'Scheduler' within the Microbiological Monitoring Testing Programme
If the Scheduler has been set within the Microbiological Monitoring Testing Programme, Microbiological Monitoring Testing Records will be automatically generated by the system at the frequency detailed.
Note: For further explanation on how to set up the Scheduler within the Microbiological Monitoring Testing Programme, see here.
Image: Microbiological Monitoring Testing Programme - Scheduler Details
Microbiological Monitoring Testing Records generated via a Scheduler will be placed in the 'Actions' tab of the Microbiological Control module and opened in the Record workflow stage.
Image: Microbiological Monitoring Testing Record Generated via a Scheduler in Actions Tab of the Microbiological Control Module
Image: Microbiological Monitoring Testing Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete the two/three Workflow Stages of the Microbiological Monitoring Testing Record, see here.