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Sample Criteria Updates

Overview

For CDS and OnBase Samples, currently the sample criteria can only be configured from the database.

p11_CDS_SampleRule Table:

• SampleCount - If Sample Method is Count, it is the number of audits to pull in. If it is Percent, it is the percentage of audits to pull in.
• Sample Method - Which method of sampling to use
  • PercentByBO
  • PercentByBusiness
  • PercentByIndicator
  • PercentByExchange
  • PercentByOJT
  • NumberByMarket
  • PercentByTransaction
• SampleNo - Which sample the audits should fall into

p11_OnBase_SampleRule Table:

• SampleCount - If Sample Method is Count, it is the number of audits to pull in. If it is Percent, it is the percentage of audits to pull in.
• Sample Method - Which method of sampling to use
  • Percent
  • PercentByLocationSite
  • NumberByLocationSite
  • NumberByBO
• OnShoreSampleNo and GSPSampleNo
  • For OnBase, it needs to separate OnShoreSampleNo and GSPSampleNo because the sampling occurs independent of location. Then after the sampling is complete, we need to make sure the audits go into the correct buckets.

Steps:

1. If all that needs to be updated is the count/percentage, write a script to update the SampleCount column for the relevant table for the relevant SampleNo
   • Target the records by the UniqueNo to ensure only what we want gets updated
2. If a sample rule needs to be inactivated/removed, write a script to update the CurrentStatus to 0 for the relevant table for the relevant SampleNo
   • Target the records by the UniqueNo to ensure only what we want gets updated
3. If a sample rule needs to be added, write a script to insert the relevant data into the relevant table.
4. Send script to be run as a SAFE script