Close and lock a tasting
What happens when you close a tasting: statistical aggregation, spider chart, and final status.
Goal
Close an active tasting to get consolidated results (means, deviations, charts) and leave it in the Closed status.
Before you close
- Confirm that all evaluations from the panel are complete (Step 4 of the tasting wizard defines who you're waiting on). A tasting can be closed with evaluations still pending, but the panel will be partial.
- Confirm that the samples have been tasted correctly in the defined order.
Steps
Open the tasting
Sidebar → Evaluations → open the active tasting.
Click Close tasting and lock results
Button in the results block of the detail screen. It appears when the tasting isn't closed and isn't a training session. While it processes, it shows Closing….
Review the result
Once closed, the tasting moves to the Closed status and the following are computed automatically:
- Mean of each attribute per sample.
- Standard deviation (SD), minimum, and maximum.
- Percentage of defects noted by the panel.
- ANOVA between samples (when applicable) and Tukey HSD when ANOVA is significant.
- Spider chart of each sample's sensory profile.
Expected result
The tasting appears as Closed in the list. On the tasting detail you'll see the aggregation table and the chart. If you set up an automatic dossier in Step 6, it is generated and linked to the tasting.
Reopening a closed tasting
A closed tasting can be reopened. Reopening it returns it to Active status, and you can keep collecting evaluations or adjust the panel (invite anyone missing, regenerate links). While the tasting is reopened, the results are no longer locked: they aren't consolidated again until you close it once more.
Every status change (close, reopen, close again) is recorded in the tasting's status audit, with who did it and when.
To reopen, open the closed tasting and use the reopen action; click Close tasting and lock results again when you're done to re-consolidate the means, deviations, and charts.