---
alias: user-guide-manage-instances-sampling-plan
description: "Manage Sampling Plan instances, configuring details and updating their status"
---

# Manage Sampling Plan Instance

:lock: SamplingPlan.**ManageInstances**

## Overview

This operation allows you to manage **Sampling Plan** instances.

For information on managing **Sampling Plan** contexts, see [[user-guide-create-sampling-plan]].

## Setup

No special setup is required other than to meet the preconditions of the transaction.

## Preconditions

* Sampling is properly licensed in the system.
* **Sampling Plan** exists and it is Active.

## Sequence Of Steps

1. Select an appropriate **Sampling Plan**, navigate to the **Instances** section and select the **Manage** button.
2. Add as many instances as desired (use :material-plus: in the top right of the grid to add a new entry and :material-trash-can: to remove an existing entry), providing the following information for each item:

      * Material Type (values retrieved from the [[materialtype-lt]] Lookup Table)
      * Sampling Type. The possible values are:
          * Counter And Time Based
          * Counter Based
          * Time Based
      * Depending on the Sampling type selected above, specify:
          * Sampling Counter Frequency (for Counter Based, Counter And Time Based)

        !!! warning
	          If set, must be >= `0`. A value of `0` disables counter-based sampling.

      * Current Sampling Counter (for Counter Based, Counter And Time Based)

        !!! warning
	          If set, must be >= `0` and < Sampling Counter Frequency. If Sampling Counter Frequency is `0`, this field cannot hold a valid value and the system returns an error message.

      * Sampling Time Frequency (for CounterAndTimeBased, TimeBased) - a value, in hours

        !!! warning
	          If set, must be >= `0` (`0` means disabled).

      * Last Sampling Date (for Counter And Time Based, Time Based) - must not be a future date/time, or left empty.

        !!! note
            Last Sampling Date can only be edited if the Sampling Plan is TimeBased or CounterAndTimeBased.

3. Optionally, enter a comment.
4. Select **Update** to complete the operation.  

![ManageSamplingPlan][ManageSamplingPlan]

!!! note
    You can also filter Sampling Plan Instances:
  
    ![Screenshot showing a sampling plan instance filter with "Early Bird Plan" and "Update" options.](images/sampling_plan_instance_filter.png)

[ManageSamplingPlan]: images/manage_sampling_plan.png