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.

To create an 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. 

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.

Default Analysis Templates

You can also assign templates as the default for certain events surrounding vintage/harvest. In the drop down menu 'Default for', you may assign a template as the default for fruit sampling or receival, and for ferment rounds. Once a template is set as the default, it will pre-fill the template field on the relevant analysis operation.