Analysis - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Main tab

Approval

Select a code that describes the type of approval.

Calculate by Volume (Scaling)

Select the Scale Source Values check box. Then click Calculate by Volume to enter the Volume and Density with the volume units of measure.

On the Calculate by Volume dialog, click Calculate to calculate the Mass serving size for the mass unit of measure.

Click Apply to apply the Mass value/Serving onto the Analysis header.

Click Cancel to close the dialog without updating the Mass value/Serving on the Analysis header.

Class

Select a category for the object. An object belongs to only one class.

Created By

Shows the user who created the object.

Creation Date

Shows the date when the object was created.

Daily Value

Specify a daily value rule. This rule is used as input to an associated equation or script to calculate the percent of recommended daily allowance of a nutrient.

Click View Object to view details about the rule.

Degradation Rule

Use the Lookup to select a degradation rule. This rule is used to calculate the degradation of nutrients, such as vitamins that degrade over the shelf life of the product.

Click View Object to view details about the rule.

Description

Enter or modify a short description of the object.

End Date

Enter a proposed date to stop tracking the object.

Hold

Select a code that describes the reason for stopping use of an object.

Mass

Used when the Scale Ind check box is selected. It represents the mass basis per serving. This scale factor is used to convert parameter values on the Analysis tab that are in their base unit of measure (from the Parameter page) to a per/serving value. If you enter this amount directly, you do not need to enter Density and Volume.

Mass Unit of Measure

Select a unit of measure for the Mass.

Modified By

Shows the user who changed the object.

Modify Date

Shows the date when the object was last edited.

Parameter Rounding Rule

Specify a parameter rounding rule. This rule is used as input to an associated equation or script for rounding parameter values if no rounding algorithm is included in the equation.

Click View Object to view details about the rule.

Scale Ind/Scale Source Values

If you clear this check box, nothing is scaled.

If you select this check box, then the parameters for non-Analysis source objects (such as Formula and Item) are scaled.

If you select this check box, the parameters for Analysis source objects are scaled only if the Object Detail column matches a Row Tag in the current Lab and that Row Tag is set to scalable.

When this check box is selected, the scale factor is applied to the parameters in the Source grid once the Analysis is saved or by clicking the Calculate toolbar button.

The Calculate toolbar button must be selected to recalculate the parameter values in the Results grid and to display the text ‘/Serving’ in the parameter column headers in place of the Per UOM (in both the Source and Results grid) for those parameters defined as ‘calculable’ in the Lab Analysis Parameter grid.

Note:

The Scale Factor is only applied to parameters that have a value for Per UOM (e.g., Unit Activity with UOM = 100 G and Per UOM = KG).
The Scale Factor is a calculator that defines a multiplier. This multiplier is used to scale the source parameter values in the Analysis tab.
When the scaling occurs, the base unit of measure is converted to either a mass basis for servings or another denominator.

Serving Size

Enter informational data about the serving size. This information is not used in any calculations.

Use the same unit of measure as for the degradation constant.

Shelf Life

Enter information about the estimated shelf life. This value can be retrieved into an equation and used to calculate the amount of nutrient lost due to degradation.

Start Date

Enter a date to begin tracking the object.

Status

Select a code that describes the current state of the object in the release process.

Upper Iteration

Enter the number of times to loop through the calculations to get as close to the accurate value within the standard deviation as possible.

If this value is 0, the calculation engine will execute only once.

Security tab

This tab identifies who can access the object and the types of access privileges that are granted for the Owner, Group, and Role.

The Optiva administrator configures the default security for all objects of this type. You can specify the security for a specific object here. For example, you can assign the Owner full privileges (Read/Copy/Write/Delete), but partial or no access privileges to the Role and Group.

Group

Select the security group for the owner of the object. If the owner belongs to more than one group, then the group owner selected during login is displayed here.

Group Access

Select the level of access privileges the Group has to the object.

Owner

Shows the name of the user who created the object. If you have the appropriate security privileges, then you can change the Owner by manually typing another value or by selecting the Lookup.

Click View Object to navigate to the User page where you can view details about the object’s Owner.

Owner Access

Select the level of access privileges the Owner has to the object.

Role Access

Select the level of access privileges the Role has to the object.

Context tab

You can define the attributes for an object:

Manufacturing and selling locations
Brand name
Type of product
Product usage
End users of the product

The context data values that are available for selection are configured by your Optiva administrator.

Although you are not required to enter data in this tab, it is useful for performing searches and for running reports.

Classification tab

You can assign set(s) to Optiva objects. The values that are available for selection are configured by your Optiva administrator.

Sets are a useful method for categorizing your objects and for filtering data when performing lookups and searches. For example, food manufacturers can have separate classifications (set codes) for Baked Goods, Fast Food, Frozen Food, and so forth.

By default, objects are only shown in the lab in which they were created.

Once you assign sets to an object, those objects can be seen by users in other labs.

To hide objects from other labs, do not assign them to a set.

Notes tab

You can enter free-form text comments for function (Doc) codes. The codes that are available for selection are configured by your Optiva administrator and can vary by object type.

If you are unable to edit your notes, then check with you administrator. It is possible that the function code is configured as read-only.

Attachments tab

You can attach text files, large graphic files, and/or URL addresses to an object. Graphic file attachments are displayed in the Thumbnail column.

The function (Doc) codes are configured by your Optiva administrator and can vary by object type. Your administrator also controls who can attach files, publish files, and access the published file location(s).

Published file attachments can be viewed by clicking the link. These files cannot be edited; you must change a local version of the file and re-attach the new version.

If you cannot open published file attachments or URL address links, then check with your Optiva administrator. You must have the appropriate Windows permissions or Internet browser capabilities.

Embedded Images tab

You can add graphic image files directly to the Optiva database. Because image files can consume a large amount of database space, it is recommended that you:

Embed image files only when absolutely necessary, such as for use in reports.
Use the Attachments tab, whenever possible, for adding image files to objects. Attachments point to a file system location rather than to the database.

The function (Doc) codes that are available in the Embedded Images tab are configured by your Optiva administrator and can vary by object type.

Attach: Click the paperclip icon to open the pop-up window. Then, select the image file that you wish to embed with the object.
Description: Specify a description for the embedded image file.
Doc Code: These read-only Function (Doc) codes are configured by your Optiva administrator.
File Name: View the image in either the Thumbnail column or by clicking the File Name link.
Preview: The thumbnail image is displayed here. If you do not embed an image or if you embed an image that is not among the supported file types, a placeholder image is shown.

Analysis Tab

You select the object types to be compared in the Source Data grid. The results of the analysis will display in the Result Data grid.

Note: All parameter values display in the source and results grid in the parameter’s Base UOM.

Attribute

Enter additional attributes.

Description

Shows the description of the corresponding Source Object Key and the corresponding Result Row Tag.

Filter

Select the filter that will be used to control which parameters display in this tab.

L#

Shows a system-assigned line number.

Make Default

Select a parameter filter and make that filter the default for your own user id. Master Users (who are defined in the Role page) will be prompted to assign the default filter to the user code, lab code, role, or global lab (@DFLT). User code is the most specific assignment, meaning it takes precedence over the most general assignment, which is @DFLT.

Object Detail

Select the detail related to the object type you selected to obtain parameter values. Any object with parameters can be a source object.

If you select a test order, you will pick a Sample in the Object Detail column. Optiva will display the 1st occurrence of the parameter values that it finds in the test results data for that test order/sample.

If you have intervals defined for the test, only the first interval value will be returned.

For example, if you have the sample listed more than once in the test order and each line has a different test, Optiva will try to find parameter “A” on the first test order row followed by the 2nd test order row. If the parameter is found, Optiva will take the first result value from this row (which is the 1st interval value).

Object Key

Specify an object key for the corresponding object type.

Object Type

Select the object type, such as Item or Formula, that will be used in the analysis.

Row Tag

Select a value from the Row Tag list in the Source Data section. This value, such as Average or Recommend, will be used in the calculation.

In the Results Data grid, the row tags are assigned according to how row tags are set up in the lab.

Reports tab

The Reports tab is used to view related object data. Some of the most common types of information available on this tab include workflows.

References tab

The References tab is used to link to other objects, such as: Vendors, Customers, Specifications, Formulas, Items, and Projects.

You can add referenced objects to this tab by clicking the Create New Object or Create From buttons. The same reference can be added more than once.

After the new object has been added to the tab, you can click the link to open the object in its own window.