Rejecting a Sample

This article describes how to reject a sample in Ovation LIMS.

Sample rejection is a two-step process:

1. Send sample to Pending Reject Queue
2. Complete Sample Rejection

Sending Samples to Pending Reject Queue

Samples can be rejected in the following areas:

• QC step of a workflow
• Samples pages such as
  • All Samples
  • Project Samples
  • Requisition Samples

Note: You can also Manually Remove a Sample from a Queue.  

To reject a sample in the QC step of a workflow:

1. When in the QC step of a workflow, select the “Reject” status for the sample.
2. Choose a Reject Reason and enter any additional notes.

3. Navigate to the Rejected Samples list to complete the rejection.

Note: See the Completing Sample Rejection section of this document.

To reject a sample from Samples or Project Samples pages:

1. Navigate to the Samples page or the Samples tab of the Project
2. Click on the ellipsis to the far right of the Sample to be rejected.
3. Select “Reject Sample”.

3. A window will open where you can select the Reject Reason and enter any additional notes, then click Reject.

4. Navigate to the Rejected Samples list to complete the rejection. 

Note: See the Completing Sample Rejection section of this document.

To reject a sample from Requisition Samples Page:

1. Navigate to the Samples tab of the Requisition that contains the sample you would like to reject.

2. Click on the Identifier of the sample you would like to reject.

3. Click the red “Reject Sample” button.

4. A window will open where you can select the Reject Reason and enter any additional notes.

5. Click the green “Submit” button.

Note: The Status now displays “Pending Rejection”.

Note: The sample rejection can be completed on this same screen by choosing “Next Steps” in the green dropdown menu. See step 2 of Completing Sample Rejection section, below, for more details.

Completing Sample Rejection

1. Navigate to the Pending Rejected Samples list, which can be accessed in 2 ways: 
   • Welcome Dashboard
     • Click on your company’s logo in the top left corner of the page to be taken to the Welcome page dashboard. There you will see the Pending Rejected Samples list.
   • Workflows page
     • Navigate to the Workflows page, then to the Pending Rejected Samples tab

Note: The sample rejection can also be completed on the individual sample page (see last note in previous section).

2. Click the Next Steps dropdown menu and select the appropriate option:

• Send notification: This will send a rejection notification via email and/or fax to the provider account associated with this sample (depending on the Report Delivery Preferences of that provider account). A reject document will be generated in the Rejection Documents folder of that requisition.
• Reject Sample (no notification): This will reject the sample and no notification will be sent to the provider account. A reject document will be generated in the Rejection Documents folder of that requisition.
• Reject Sample (no notification or reject document): This will reject the sample with no notification being sent to the provider account, and no rejection document will be generated.
• Remove Sample from rejected queue: This will remove the sample from the rejection queue and remove the rejection status from the sample.

3. Click Submit.

Note: A list of rejected samples can be viewed in the Rejected Samples tab of the Workflows page.

Sample Rejection and Requisition Status:

The Requisition Status is displayed in the Provider Portal. If all samples in a requisition are rejected, then the Requisition Status will be “Held”. If a new sample is added and received, that Requisition Status will change from “Held” to “Received”. If there are multiple samples in the requisition, the overall Requisition Status will be based on the sample that is furthest along in the workflow. 

Requisition Cancellation:

If you wish to change the Requisition Status to "Canceled", navigate to the Req Form tab of the requisition, click the green Mark as Canceled button and provide a cancellation reason.

Note: In order to set the Requisition Status to "Canceled", the requisition must first be in a "Held" status.