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Sample Criteria Update

Overview

From time to time, Sample Criteria needs to be updated, whether to filter out unneeded audits or to bring in additional ones

Steps for Sample Method changes:

  1. Open up Sample Setup menu
  2. Find the relevant sample that needs updating and select it
  3. Copy the current Sample Method
  4. In CIWSQLXP1125 on the SOBI_QUALITY database, run script 1 with the copied sample method.
    1. If there is a part of the Sample Method containing d.LeadTeamName, delete that condition
  5. Apply the changes business requested in the Sample Criteria and run the query again to ensure nothing is wrong with the query.
  6. Update the Sample Method in Sample Setup with the next query, putting d.LeadTeamName condition back in if it was removed in step 4(i).

Steps for Sample Count changes:

  1. Open up Sample Setup menu
  2. Find the relevant sample that needs updating and select it
  3. Update the Sample Size field to whatever they need.

Steps for Sample deactivation:

Setting a sample's current status value to inactive affects reporting as it hides that sample's historical data. Instead we need to take a different approach

  1. Open up Sample Setup menu
  2. Find the relevant sample that needs updating and select it
  3. Copy the Sample Method and paste it into the comments. (For historical purposes)
  4. Update Sample Method to be blank
  5. Save

Script 1

select * from dbo.APP_CORR_SOBI_CALL_CLAIM
where task_end_date > (getdate() - 7) and -- sample method goes here