# Testing

> Testing schedules, chains of custody and sample disposal across every project you can open.

The **Testing** area gathers your laboratory testing from every project you can open
into one place - the schedules you have raised, the chain of custody records that
track samples to the lab, and the samples due for disposal. Three tabs hold the
detail: **Schedules**, **Chains of custody** and **Disposal**.

<Callout type="note" title="Built in Manage, worked here too">
  Schedules and chain of custody records are created in
  [Manage](/manage/lab-workflow). In Insight you can open them, change their
  status one at a time or in bulk, and record disposal. What you can change follows
  your project access - if you can open a project, you can work its testing here.
</Callout>

## Schedules

Each schedule shows its **reference**, **status**, **project**, latest **stage**
(for example "Collected 3 Jun by J. Smith"), **lab**, **PO**, the lab's **receipt
ref**, and its sample and test counts. Click a reference to open the schedule in the
same builder as Manage - see [Testing schedules](/manage/lab-workflow/testing-schedules).

Tags on each row flag what needs attention:

- **Overdue** - past its due date. A **preliminary** due date (not yet confirmed by
  the lab) is not counted as overdue.
- **Receipt issue** - the lab reported a problem on receipt. Hover it to read the
  notes.
- **2 missing** - samples marked missing. Hover it to see which.
- **8/18 back** - tubes back from the lab, where your company tracks
  [tube returns](/manage/lab-workflow/testing-schedules#tubes-coming-back-from-the-lab).
- A **paperclip** with a count shows files attached to the schedule.

### Filtering

A strip of pills across the top shows how many schedules are at each **status**,
using your company's own list. Click a pill to show just those, or **All** to clear
it. Next to them:

- **Overdue**
- **Receipt issues** - schedules where the lab reported an issue.
- **Missing samples** - schedules with samples marked missing.
- **Awaiting returns** - dispatched schedules still waiting on tubes.

You can also **search** by reference, project, lab, PO or lab receipt ref, and filter by
**status**, **lab** and **project**. **Hide closed** (on by default) leaves out
schedules that are done with; picking a status explicitly overrides it.

### Changing status

Change a schedule's status straight from its row, or tick several and use **Set
status** to move them all at once. Each change goes through the same rules and
History as the builder in Manage.

## Chains of custody

Each record shows its **reference**, **status**, **project**, **dispatched** date,
**dispatched to**, **batch ref** and sample count, with a paperclip for any files.
The same status pills, filters, **Hide closed** and bulk **Set status** work here.

| Status | Meaning |
| --- | --- |
| **Draft** | Being prepared. |
| **Issued** | Issued for dispatch. |
| **Received** | Received by the lab. |
| **Complete** | Closed out. |

## Disposal

The **Disposal** tab lists tested samples by where they are in their
[retention period](/manage/lab-workflow/sample-retention):

| Pill | Meaning |
| --- | --- |
| **Due now** | Past their keep-until date. |
| **Due soon** | Due within the next 30 days. |
| **Held** | Kept longer on purpose. |
| **Disposed** | Already disposed of, with the route. |

Each sample shows its project, schedules, the **basis** of its date (for example
"Results received 3 Jun") and its **keep-until** date. Search by sample, project or schedule, or filter by
project.

Tick samples and choose:

- **Mark disposed** - pick **Standard** or **Hazardous** (you always choose - GIMLabs
  never guesses), the date disposed and any notes, such as the waste contractor or
  consignment note. Samples flagged handle with care prompt you to check the results
  first.
- **Keep longer** - hold samples until a later date, with a note of why.

**Undo** reverses a disposal and **Remove hold** lifts a hold. Samples are never
deleted, and every change is recorded in the History of the sample's schedules.