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Troubleshooting: New Sample Transition Notification Feature in L7|ESP 3.0

Issue:

User receives “Samples Transition” alert in blue notification window not previously seen in ESP prior to 3.0 upgrade (see screenshot below)

Solution:

  • This is a new feature in ESP 3.0 that more clearly explains what happens to each sample during a transition ("Send to Next Workflow")

  • This notification provides some of the following information to end-users:

    • Which samples have crossed the transition

    • Which samples will not be evaluated due to being failed or incomplete

    • Which samples passed rules to get processed by the transition strategy

  • Previously in 2.4, users would receive a short blue notification stating "Samples transitioned successfully'" with no further details

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When pressing “Send Samples to Next Workflow” at the end of a workflow, users will receive a pop-up toast notification informing them of transition processing results, and several categories are reported:

  • Unprocessed (previously processed): Entity rows can only be transitioned once unless they are not complete, or if an error occurs; this category notes all entities that have been evaluated for transition previously and will not be evaluated again

  • Unprocessed (not complete or failed): Multiple entity rows can be transitioned at a time, and not all rows need to be transitioned at once; rows not marked complete at time of execution will not be evaluated until marked complete and an additional “Send Samples To Next Workflow” button press is made; if an error occurs during processing either within the transition rule evaluation or transition strategy processing, the entity rows will not be transitioned; the transition can be reattempted in the case of failure.

  • Untransitioned (failed all rules): The entity row(s) did not pass any of the downstream transition rule filters, and will not appear in any downstream workflows; the entity will be marked as previously processed and will no longer be evaluated for further transitioning

  • Transitioned to … <Workflow>: The entity row(s) noted will be transitioned to one or many workflows depending on the Workflow Chain definition; the transition strategy will determine which samples arrive in the next workflow, and it may not necessarily be the same entities leaving the workflow the user is transitioning from; the createsample strategy, for example, will create new child samples of the specified type and send them to the next workflow; transitioned samples will appear in the LIMS backlog, on the left hand side of the LIMS home page

NOTE: Entities can only be evaluated for transition once for each downstream workflow, unless they were not marked complete at time of transitioning or if a software error occurred