Setting Up an Analysis Template

Analysis templates can save you time when you need to record metrics or request an analysis. When you add an analysis template, you pre-define the metrics that are included in the analysis. Some harvest/vintage operations also allows default templates to be assigned for quick access.

The analysis template can also be used to change the product state. If you’re using vintrace for costing, you can also track the cost amount for the analysis.

Creating an analysis template

To create a new analysis template:

1. Click Set Up in the sidebar
2. Click Lab
3. From the Analysis Template tile, click Configure
4. Click New Analysis Template. The Analysis Template window displays

5. Enter the details for the analysis template
   • To add a Metric use the Metric box to search for an existing metric
   • To remove a metric select the Metric from the left-hand box and click remove
   • To change the order in which the Metrics appear in the Analysis, select the Metric from the left-hand box and use the up and down arrows to re-order

You can automatically change a wine's product state when the analysis template is used by selecting the product state from the list. For example, the Juice Panel analysis template can change the wine's product state to TTA/H2O Add.

6. Click Save

Editing an Analysis Template

To update an existing template:

1. Click Set Up in the sidebar
2. Click Lab
3. From the Analysis Template tile, click Configure
4. Click the Analysis Template you wish to update. The Analysis Template window displays
5. Make the desired changes
6. Click Save

Default Analysis Templates

You can also assign templates as the default for certain events surrounding vintage/harvest. Once a template is set as the default, it will pre-fill the template field on the relevant analysis operation, for example if you set a default for Fruit Intake, this template will be automatically added to your fruit intake process in the QA/Cost/Analysis tab.

You can set these defaults in Set up > General > Defaults

1. Click Set up
2. Click General
3. Click Defaults
4. Select either the System (global), Winery (site specific) of User (single user) tab
5. Locate the Analysis Templates section
6. Select an appropriate Analysis Template from the drop down menu of the default(s) you wish to set
7. Click Apply

Note that Fruit Sampling can only be set at System and Winery level