Create a QA Sample Manifest

After a QA Sample has been created, the next step is to create a QA Sample Manifest to send the sample to the selected lab.  QA Sample Manifests can only be created for QA Samples with Open statuses.  You can add multiple QA samples to the same manifest if all of the samples will be tested by the same lab. 

There are two ways of creating a QA Manifest, from the QA Samples page or from the QA SAMPLES tab on the Outbound Manifests page. 

Before you begin

Before creating Pickup and Delivery QA Sample Manifests, you must add Drivers and Vehicles as they are required fields. Additionally, all labs used for testing QA samples must be added in advance.

Create a QA sample manifest from the QA Samples page

1. Click QA Samples in the Trace sidebar to go to the QA Samples page. 
2. Click the filter icon and select the filters to apply to quickly find the QA sample.
3.  Select the QA sample(s), click Actions then click Create Manifest.     
   • The Create Manifest pop-up window will open.                                           
4. Click the Manifest Type* drop-down and select the manifest transportation type.                         
5. Click Create to create the manifest. 
   • You will be taken to the open QA Samples manifest page to select an Estimated Departure and Arrival date and time and select the Driver(s) and Vehicle or Licensed Transporter to transport the QA sample.
6. To add additional samples to the manifest, click Add Items.                                                         
7. Click the Estimated Departure field and select an estimated departure day and time then click OK.                                                                                                                                                         
8. Click the Estimated Arrival field and select an estimated arrival date and time then click OK.  

9. If	Then
   Using a licensed transporter	Click the Licensed Transporter drop-down and select the licensed transporter.
   If the samples will be delivered	Click the Driver drop-down and select the driver that will be transporting the sample(s), then click the Vehicle drop-down and select the vehicle in which the sample(s) will be transported.
   If the samples will be picked up	Click the Driver drop-down and select the driver that will be transporting the sample(s), then click the Vehicle drop-down and select the vehicle in which the sample(s) will be transported.

10. Click Save to save the manifest transportation details.                                                                         
11. Click Review and Publish to review the manifest.

    Click Back to edit the manifest before publishing

    
12. Click Publish to publish the manifest to your state's reporting system.                                           
13. Click Confirm to confirm publishing the manifest.
    • When the manifest is published, the status will change from Open to In Transit and the manifest can no longer be edited but can be canceled. An auto-generated JSON link will appear on the manifest detail page. The JSON link can be copied, regenerated, or emailed directly from the manifest detail page as needed.     

Create a QA sample from the outbound manifests page

1. Go to the Manifests menu in the Trace sidebar and click Outbound. 
2. Click the QA SAMPLES tab.
3.  Click Add. 
   • The Create Manifest pop-up window will open.                                            
4. Click the Recipient* drop-down and select the lab to receive the sample(s).                           
5. Click the Manifest Type* drop-down and select the manifest transportation type.                         
6. Click Create to create the manifest. 
   • You will be taken to the open QA Samples manifest page to add the sample(s) to the manifest, select an Estimated Departure and Arrival date and time and select the Driver(s) and Vehicle or Licensed Transporter to transport the QA sample.                                                       
7. Click the Estimated Departure field and select an estimated departure day and time then click OK.                                                                                                                                                         
8. Click the Estimated Arrival field and select an estimated arrival date and time then click OK.  

9. If	Then
   Using a licensed transporter	Click the Licensed Transporter drop-down and select the licensed transporter.
   If the samples will be delivered	Click the Driver drop-down and select the driver that will be transporting the sample(s), then click the Vehicle drop-down and select the vehicle in which the sample(s) will be transported.
   If the samples will be picked up	Click the Driver drop-down and select the driver that will be transporting the sample(s), then click the Vehicle drop-down and select the vehicle in which the sample(s) will be transported.

10. Click Save to save the manifest transportation details.                                                                         
11. Click ADD ITEMS to add QA sample(s) to the manifest.
    • The Add Items to Manifest pop-up window will open.
12. Click Mandatory or Non-Mandatory in the Choose QA Samples Type section.                            
13. To filter the available QA sample(s) by specific strains, click the Filter by Strains drop-down and select the strains.

    If you do not select specific strains, QA samples of all strains will be available for selection.

    
14. Click the Choose QA Sample Items * drop-down and select the sample(s) to add to the manifest.                                                                                                                                           
15. Click ADD to add the QA samples to the manifest.
16. Click Review and Publish to review the manifest.

    Click Back to edit the manifest before publishing

    
17. Click Publish to publish the manifest to your state's reporting system.                                           
18. Click Confirm to confirm publishing the manifest.
    • When the manifest is published, the status will change from Open to In Transit and the manifest can no longer be edited but can be canceled. An auto-generated JSON link will appear on the manifest detail page. The JSON link can be copied, regenerated, or emailed directly from the manifest detail page as needed.