Updating and Deleting Quality Results

You can use Query Find and Query-by-Example to find, view, and update quality results, including specific quality results associated with a collection plan. You also can view collection plan attachments as you update quality results. Attachments, which are illustrative or explanatory files, can be used to help guide you through the quality results update process.

Suggestion: Ask your system administrator to run the Manage Collection Element Indexes Process, if you want to enable faster searches on user-defined collection element values.

Prerequisites

arrow icon   To select all quality results for a collection plan:

  1. Navigate to the Update Quality Results window. The Update Quality Results window appears.

  2. Select the Collection Plan.

    You can only select a collection plan that has a current effective date. If a default collection plan has been specified, it is automatically selected. See: QA:Default Collection Plan.

    You can use the Find Plan button or the standard list of values to find and select a collection plan. After selecting a collection plan, you can use the previous plan/next plan arrow buttons, located to the right of the collection plan name, to scroll to another valid collection plan. See: Entering Data in Forms.

    Once a collection plan is selected, the results associated with that collection plan are automatically displayed in date order. The Prompts entered when defining the collection elements are displayed as the column headings.

arrow icon   To find specific quality results:

Position the cursor in any field in the Results region and choose Find from the Query menu. The Find Results window appears. See: Finding Quality Results.

arrow icon   To find specific quality results using query-by-example:

Position the cursor in any field in the Results region and choose Enter from the Query menu. See: Searching for Data.

arrow icon   To update quality results:

In the Results region select the results record, then update it.

arrow icon   To delete quality results:

In the Results region select the results record, then choose Delete Record from the Edit Menu.

arrow icon   To view detailed target value and specification limit information for a quality results value:

See: Viewing Quality Results Details.

arrow icon   To export quality results:

See: Exporting Quality Results.

arrow icon   To view collection plan attachments while updating quality results:

See: Viewing Attachments Associated with Quality Results.

What's Next

Results Update Folders

It can be necessary to have specific key collection elements visible at all times within the Update Quality Results window. For example, while updating quality results for lengthy collection plans, the first collection elements might disappear from display while collection elements near the end of the collection plan are entered. If you are interrupted while updating quality results into lengthy collection plans, it can be difficult to find the correct record in order to continue updating information, because key collection elements at the beginning of the record have scrolled out of display of the window.

You can customize which fields and records display within the Update Quality Results window, for a collection plan (See: Customizing the Presentation of Data). This folders feature provides a user defined display of retrieved information, such as:

arrow icon   To prevent users from creating or modifying folders:

You can prevent users from creating or modifying folders with profile option, Folders: Allow Customization.

Related Topics