Sampling is used to monitor product quality. With the OverDrive program, you can set up sampling schedules, receive a prompt when a sample is required, and record sampling results. To create a sampling schedule, open the Sampling Setup screen in the Sampling Setup folder. Use the same procedure that you would use to create a record in a data setup table. When you create a sampling setup record, you are defining when a product sample should be taken. Based on the settings that you select, the system will prompt the operator when it is time to sample a product.
Data Fields
Sampling ID: The identifier for the sampling setup record.
Enable
Sampling: Check this box to enable the sampling setup record. If a record is enabled, the system will prompt the operator when sampling is required.
Start Date: Use the calendar in the Start Date combo box to select a date for the sampling schedule to take effect. If no start date is selected, the sampling schedule will take effect immediately.
Expiration Date: Use the calendar in the Expiration Date combo box to select an ending date for the sampling schedule. The system will alert the operator when the time period expires. If no expiration date is selected, the sampling schedule will not expire.
Sampling
Item Type: Use the radio buttons to select the item type for the sampling setup record. When you select an item type (for example, Account), all records from that table will be listed in the Sampling Item combo box. To create a sampling record, specify an interval at which sampling is required (for example, every 50 loads) and an item to which the interval applies (for example, an Account ID).
The system will then require a product sample for every 50th load processed for the account that is selected as the sampling item.
Sampling Item: Use the combo box to select a sampling item (for example, an Account ID).
Carrier Vehicle
Reference: This data field is active only when Vehicle is selected as the sampling item type. If a vehicle is selected as the sampling item, the carrier linked to the vehicle will be shown in this data field. If a carrier is selected in this data field, only the vehicles linked to that carrier will be available in the Sampling Item combo box.
Sampling
Description: A description of the sampling schedule.
Sampling
Actions: Check the Ticket box to print a ticket containing the sampling data when the transaction is completed.
Sampling Type: Select the Step radio button if a sample is to be taken at the end of a specified interval. For
Chapter 9: Sampling Sampling Setup
example, if the interval is 200 loads, the sample will be taken when you process the 200th load.
Select the Random radio button if a sample is to be taken at a randomly chosen point within a specified interval. For example, if the interval is 200 loads, the sample will be taken during a transaction randomly chosen from among the 200 loads.
Sampling Mode: Use the radio buttons to indicate whether the sample will be taken from an Outbound vehicle (ship) or an Inbound vehicle (receive). Outbound sampling is based on net weight; inbound sampling is based on gross weight. Inbound sampling is active only for the following sampling item types: Product and Scale.
Sampling Unit: Define the interval at which sampling will be required. Use the radio buttons to select a unit (Load, Pieces, or Weight). Then enter a number in the Threshold data field to specify how many of the units are in an interval. For example, if you select Load and enter a threshold of 200, then sampling will be required at intervals of 200 loads.
Notes: Use this data field to enter additional information about the sampling record.
NOTE: To use a sampling setup record, you must enable it by checking the Enable Sampling box on this screen. You must also check the Enable Sampling box on the Options screen’s Transaction tab.
Sampling
Once a sampling schedule has been created and enabled, the system will prompt you when a product sample is required. If a sample is required for a transaction, the prompt will appear when you click the Accept button (for inbound sampling) or the Complete button (for outbound sampling).
It is possible for more than one sample to be required during a transaction. That can happen if you set up sampling schedules based on different item types. For example, you could set up a schedule to sample a product at regular intervals and set up another schedule to sample shipments to a specific account at regular intervals.
1. When a sample is required, the system will alert the operator by displaying a message window. Acknowledge the message by clicking the OK button on the message window.
2. The Sampling Information tab will be displayed on the Transaction screen. The sample(s) that must be taken will be shown in the Required Samples list box.
3. Highlight the first sample in the list box. The Sample Item Type data field will show the database table used to set up the sampling schedule, and the Sample Item data field will show the individual record from that table.
4. Test a sample of the product and enter the results in the Sample Results data field.
5. If more than one sample is required, highlight each additional sample in the Required Samples list box and enter the results.
6. When you have completed entering results for all required samples, click the Continue button to record the sampling information and continue with the transaction.
Chapter 9: Sampling Sampling Modification