Batches

Sections: Overview | How-To | Notes | Screenshots


Overview

Batches allow users to group together designated cases in Pathagility WorkPath for organizational purposes. The typical use-case involves a group of specimens that have been arranged on a plate and then processed by that plate’s instrument in a single batch. While batches are often used in conjunction with queues, they are independent entities (i.e., changes to a batch do not inherently cause changes to a queue, and vice versa, even if a case is associated with both).

In order for a batch to exist, it has to be associated with a plate, which defines the potential well assignments for any given batch run on that plate (e.g., a 3 x 3 alpha-by-numeric plate cannot have a valid well assignment of F7; only A1 through C3 would be valid). Relationship-wise, a plate is a defining configuration for any batch associated with it, and any given batch is an expression of both an aggregated set of samples that have undergone concurrent testing and the discrete well assignments for each of those samples. The batch::plate relationship is somewhat analogous to that of case::casetype.

  • A casetype defines the framework for its child cases. A case can’t exist without the data structure provided by the parent casetype, but any number of cases can be created once the casetype is configured.
  • A plate defines the framework for its child batches. A case can’t exist without the data structure provided by the parent plate, but any number of batches can be created once the plate is configured.

Each plate has the following data elements:

  • Name: label of the plate (which must be unique) as it will show in the UI and on reports
  • Rows – Quantity: total number of rows
  • Rows – Header: alphabetic or numeric
  • Columns – Quantity: total number of columns
  • Columns – Header: alphabetic or numeric

Each batch has the following data elements:

  • Identifier: label of the batch (which must be unique) as it will show in the UI and on reports
  • Plate: required plate that the batch is associated with and derives its configuration from
  • State: optional representation of where the batch exists in its lifecycle (e.g., New, In Process, Canceled, Complete)
  • Batch Map: optional map of well assignments for associated cases (e.g., A1, D25)

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How-To

To create a new batch:

  1. Click on the Work Flow tab.
  2. Click the Batches option in the tab submenu.
  3. Click the New Batch button on the right side of the screen.
  4. Enter the Basic Information for the batch.
  5. Click the Save button.

To edit a batch:

  1. Click on the Work Flow tab.
  2. Click the Batches option in the tab submenu.
  3. Click the desired Batch Identifier in the list.
  4. Click the Edit Batch button.
  5. Edit the Basic Information as desired.
  6. For each case to be added to the batch map:
    • Click the Add Another Batch Map icon.
    • Select the desired case from the dropdown in the Case column in the newly created Batch Map row.
  7. For each case to be removed from the batch map:
    • Click the Delete Batch Map icon in the Delete column for the desired case.
  8. Click the Save button.

To batch multiple cases (via Search Results or the Open Cases view):

  1. Click on the Work Flow tab.
  2. Perform a search or select an appropriate filter for the Open Cases view.
  3. Click the checkbox to the left of the Accession ID of each desired case.
  4. Select Batch selected cases from the Action dropdown.
  5. Click the Go button.
  6. Select the desired batch from the Select Batch dropdown.
  7. Click the Batch Cases button.

To map cases to wells (via text entry):

  1. Click on the Work Flow tab.
  2. Click the Batches option in the tab submenu.
  3. Click the desired Batch Identifier in the list.
  4. Click the Edit Batch button.
  5. Edit the Well for each case in the Batch Map section as desired.
  6. Click the Save button.

To map cases to wells (via drag and drop):

  1. Click on the Work Flow tab.
  2. Click the Batches option in the tab submenu.
  3. Click the desired Batch Identifier in the list.
  4. Click the Map Cases button.
  5. Drag the desired cases on the left into the desired wells on the right.
  6. Click the OK button.

To delete a batch:

  1. Click on the Work Flow tab.
  2. Click the Batches option in the tab submenu.
  3. Click the desired Batch Identifier in the list.
  4. Click the Edit Batch button.
  5. Click the Delete icon below the Batch Map.
  6. If you are sure you want to delete this batch, click the Yes, delete button.

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Notes

  • Auto-batching can be incorporated into custom data processors (orders or results) if desired: please contact Pathagility Support to discuss details.
  • A customer can have 0-to-many plates, each plate can have 0-to-many rows and 0-to-many columns (which define potential well assignments), and a plate must be associated with every batch.
  • Each batch can have 0-to-many associated cases, each associated case can have 0-to-many batch map entries, and each batch map entry can have 1 well assignment.
  • If a batch is deleted, all of the data related to that batch is deleted, but no cases are deleted.

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Screenshots

Batches: New Batch
Batches: New Batch

Batches: Basic Information
Batches: Basic Information

Batches: Edit Batch
Batches: Edit Batch

Batches – Edit Batch: Add Another Batch Map
Batches - Edit Batch: Add Another Batch Map

Batches – Edit Batch: Select Case For Batch Map
Batches - Edit Batch: Select Case For Batch Map

Batches – Edit Batch: Delete Batch Map
Batches - Edit Batch: Delete Batch Map

Batches: Batch Selected Cases Via Search Results Or The Open Cases View
Batches: Batch Selected Cases Via Search Results Or The Open Cases View

Batches – Batch Selected Cases: Select Batch
Batches - Batch Selected Cases: Select Batch

Batches: Map Cases
Batches: Map Cases

Batches – Map Cases: Wells
Batches - Map Cases: Wells

Batches – Edit Batch: Delete Batch
Batches - Edit Batch: Delete Batch

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