---
alias: user-guide-manage-sampling
description: "This documentation outlines how to configure and manage sampling plans within a system"
---

# Manage Sampling Plans

:lock: Step.**Edit**

## Overview

This operation is used to define and manage the **Step** Sampling details.

## Setup

No specific setup is required other than to meet the precondition of the transaction.

## Preconditions

* The Sampling module is properly licensed in the system.
* The **Step** is created and it is Active.

## Sequence of Steps

### Step 1: Sampling

If the **Sampling** module is properly licensed in the system, the **Sampling** tab will be enabled on the right-hand sidebar and you will be able to define the **Step's** sampling information.

1. The user defines whether the **Step** is a *Sampling Plan Evaluation Step* or not (defaults to false). If the *IsSamplingEvaluation* is false, it must not be associated to any Sampling Plans.
2. If set to true, the user will then optionally define the *Step Maturity*, taken from the Lookup Table *StepMaturity*.
3. Define whether to use In-Step Sampling (which involves the selection of which sub-materials to be sampled and in which sequence).
4. If you marked the **Step** as a Sampling Plan Evaluation Step, select **Next** to choose the **Sampling Plans** to associate with the **Step**. Add as many **Sampling Plans** as desired (press :material-plus: in the top right of the grid to add and :material-trash-can: to remove).
5. Select **Update** to complete the transaction.

!!! info
	The sampling selection consists of a selection of the **Materials** to be sampled (implicitly skipping all others) as well as the sequence in which the **Materials** will be sampled (**Materials** with the same sampling sequence number can be processed in any order). A new **Sampling Pattern** object will be attached to a Step which is marked for In-Step Sampling. For more information, see [Sampling Pattern](../sampling-pattern/index.md).

![create_step_sampling][create_step_sampling]

[create_step_sampling]: images/create_step_sampling.png