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Configuring Components and Tests

Utilize this this article to understand how to create, manage, and edit tests and components in Aliquot

Updated over 4 months ago

Components and Tests: Admins utilize this feature to build the back end of the reports that field representatives use in the field for recording test results. Reorder, edit, or (de)activate components and tests used at the system layer.

Accessing Components and Tests:

  1. Log into Aliquot: Open the Aliquot Software Application.

  2. Navigate to Reports: Go to the Reports section.

  3. Select “Components and Tests”: Click on the “Components and Tests” option to display all components and tests, and test types.

  4. Arrive at the Manage Components screen.

    • Report Layout is selected by default

    • Component List view is selectable on the left side of the screen.

      • You can switch between Report Layout and Component List view while remaining on the Manage Components screen.

    • Creating Test Types and Components:

      • To create new test types and components, use the options available at the top right of the screen.

    • Note the action button () in the further top right, it will allow you to:

      • Add Test Types

      • Reorder Tests

      • Reorder Components


Manage Components

Report Layout

  • System tests and components will appear on this screen.

    • Note: Report Layout may be blank if you weren't working on a system prior.

    • Use the Filter Organization option on the side to fill out to the system layer.

    • If you are new to Hierarchy Management, view the article section here:

  • Navigation:

    • The Report Layout presents a table where test types are displayed along the left side and components along the top.

    • This table will scroll both vertically and horizontally if enough tests or components are present.

    • Test types and components can be rearranged with the action button.

  • Test Type:

    • The left side of the table displays the test types available to be added to a component.

    • Edit or remove the tests to the components here.

    • To add in more test types, use the action button.

  • Components:

    • The top of the Test Table is populated by the components set up under that system.

  • Action Button ()

    • The action button in the top right will allow you to:

      • Add Test Types- tests can be added to components.

      • Reorder Tests

        • You can drag with cursor or click the up/down arrows.

      • Reorder Components under the report layout.

Manage Components

Component List

  • Layout: The Component List visually displays the components for the tests under this system, organized by order number.

    • Like the Report Layout, the Component List will be blank if the Filter Organization tab is not filled out and you were not working on the system prior.

  • Component Names: Both the short name and the full name of each component are listed.

  • Tests Icon: The beaker and gear icon indicate the number of tests in which a component is used.

  • View Tests Icon: The microscope icon will display all tests linked to the selected component.

  • Editing Components: Click on a component to edit its short name, long name, and toggle its active/inactive status.

Note: The table and list views will not populate until the hierarchy has been filled out.

Creating a Test Type:

  • Navigation: Clicking the "Create Test Type" button will bring up the interface for test type creation.

  • Name: Enter the name of the test type into the name fields.

    • Note: Due to a character limit, the short name will appear in the test table, while the long name will appear everywhere else.

  • Calculated Test Type: To create a calculated test, flip the "Test is a Calculation" switch on.

    1. Formula: Enter a calculation formula in the calculation field

    2. Variable: Enter up to 16 variable descriptions

    3. Lock Calculation: Using this option will lock the calculation once entered. Can be used to ensure complex formulas are not mistakenly edited.

  • Assign Lab Test: Select either Deposit or Water test switches if needed.

  • Assign Client: Choose the client or clients that will use this test type.

  • Test Values: Tests can be configured to report data in a multitude of ways. These are selected in the "Range Type" dropdown menu. These types are expanded upon in our "Tests: Control Ranges" article.

  • Deactivating a Test Type: To deactivate a test type, set the "Test Type: Active" switch to off. This can be done during test type creation or by editing an existing test type.

Creating Components:

  • Navigation: Clicking the "Create Component" button will bring up the interface for adding components.

  • Name: Enter the name of the component into the short name and long name fields. Typing in the short name box will populate both fields at the same time and will overwrite changes made to the long name.

    1. Note: Due to [Specific Character Limit], the short name will appear in the test table, while the long name will appear everywhere else.

    2. Status: Components can be set as active or inactive. Doing so will determine whether the associated tests will be run in reports.


Configuring Components and Tests: Admins can utilize the feature to build the back end of the reports that field representatives use in the field for recording test results. Reorder, edit, or (de)activate components and tests used at the system layer.


Hierarchy Selection:

  1. Client: Ensure you are operating under the correct client. This would be the part of your organization responsible for the system being worked on.

  2. Customer: Navigate to the appropriate Customer.

    • Example: In these examples, the customer we'll use is Hilton Hotels.

  3. Facility: Choose the relevant Facility. The Facility layer can be a branch or region of a customer.

    • Example: If Hilton Hotels were the customer, the facility might be Philadelphia Hilton or Washington Hilton.

  4. Building: Pick the desired Building.

    • Example: The building would be the specific location of the systems.

  5. System: Click on the specific System. Note that in some instances, only one system may be available.


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