QBench Feature Roundup - September

What’s New:

• Assays/Worksheets:
• Worksheets now have a versioning and approval process. Once a version is created, it must be approved. Once approved, the approver will be prompted to mark the version as active. The active worksheet version is what will be used when assigning tests or creating batches.
• Assay worksheet configuration is no longer done directly in the assay. All assay worksheets have been migrated to standalone worksheets under Configuration>Lab>Worksheets. Moving forward worksheets must be edited or created here and then associated to the assay by using the worksheet field dropdown on the assay detail page.

• Locks:
• Certain data types in QBench can now be locked and routed to a specific user for review. When a record is locked, no changes can be made until the lock is removed. Locks can only be removed by the user they are assigned to or a administrator. This can be helpful in establishing document/worksheet version review workflows. Locks are available for the following data types:
• Tests
• Assays
• Worksheets
• Documents

• Filtering:
• There are now additional filtering options for numeric fields. When filtering by a numeric field for any data type, you will see a button on the right of the input that gives the following options:
• Default (will search for matches containing or equal to your input)
• Less than (<)
• Greater than (>)
• Equal to (=)
• Range
• Set

• Roles/Permissions: Permission levels have been added for batches and datasets when creating roles.

• Help Center:
• Can enable/disable the help center in general settings
• Help center link will appear in the dropdown menu under your name at the top right
• Customize your help center and upload documents that will help users navigate QBench
• Show or hide help center on the dashboard

• PINs:
• Users can now save a unique PIN
• Can toggle the option to require the user to enter their PIN when generating a new report

• Security:
• Added password strength requirements
• Must renew passwords after one year

• Batches:
• Group all of your samples and tests into batches
• QC Data is now located within the new Batches module. All functionality should still be the same, just a slight change in the UI
• New batches tab on sample and test detail pages to assign them batches

• Invoices:
• Can now filter by order status
• Invoice listing page has new column to indicate if invoice has been emailed
• Added payment term field to invoice
• Added option to automatically generate an invoice once an order is created.
• Invoice print template can now be configured within QBench. This can be done by going to Configuration>Application>Templates>Invoice.

• QMS: You can now associate multiple teams with documents or log types. If a user has a role that has the "restricted to team" option enabled, they will only see documents or logs that are associated with teams that they are a part of.

• API: All report GET endpoints now support an "emailed" request parameter. This will retrieve the most recent report that has been emailed, if it exists.

• Can now update records (for tests, samples, and sources) with excel file
• Inventory Items: Can now upload attachments
• Excel exporting has been added for the following data types:
• Assays
• Panels
• Contacts
• Equipment
• Issues

QoL / Bug Fixes

• Equipment disposal workflow changed to be more intuitive
• Can now specify a custom message when sending emails
• Now able to select multiple inventory stock when associating with a test
• History now captures the contact who created/modified an object from the customer portal through order requests
• Fixed source and project fields appearing as available to edit for read only sample logging even if those fields were hidden or if the source and sample module were disabled.
• Average TAT has been fixed to show 0 if TAT is 0 instead of "No Data".
• Fixed issue where some actions on the test list page would fail if the user did not have the "generate report" permission.
• Fixed columns still appearing in list views for saved view configurations even after those fields were hidden.
• Teams will now automatically be removed from any associated users, documents, or log types when a team is marked inactive.
• Fixed static tags on worksheets not being rendered for batches.
• Filters:
• Fixed formatting issues on order filter fields when certain fields are hidden
• Can now simultaneously filter by due date and overdue on items with these fields (e.g. Order filters, Test filters, Issue filters, Invoice filters)
• Added help icons on some filtering options

• Test list page:
• Improved efficiency of importing tests with excel files
• Now showing a warning when using an expired inventory stock
• Tries to match inventory stock ID when searching for inventory stock to assign to test first then searches for other elements.
• Can now use “Alt+Enter” to copy call open worksheets for dropdown fields when editing multiple worksheets
• Order fields are now available in the Test View Configuration
• Added Order ID as a sorting option when filtering