Sampling Programs – Laboratories & Test Packages

Sampling Programs – Laboratories - Overview

Tool Location: Sampling > Program Set-Up > Laboratories & Test Packages

This tool is used to build up a list of laboratories and test packages available to the sampling program.  A test package is also sometimes referred to as an analytical package and represents a group of parameters for which a sample should be analyzed for. However, it can also be used to represent an event that takes place at a sample location.  Test packages set up here are used on drop-down lists throughout SiteFX.

OPG REMP Notes

In the REMP database, test packages are used both in the traditional sense (i.e. to represent a group of analytical parameters for which results are expected) and also as an event (called Collection). By having a Collection event, REMP users can schedule complex sample collection requirements.

Note that the REMP database was pre-configured with test packages at the beginning of the project.

The Laboratories & Test Packages form is shown below.

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Laboratories and Test Packages form

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Test Packages Section

Note: The record selectors in the bottom left corner allow the user to scroll through the different labs and test packages that have been set up.

OPG REMP Notes

In the REMP database, one Test Package of particular importance is the one called simply ‘Collection’ (see screenshot below). As noted elsewhere in the documentation, a test package can also refer to an event, and that is the case here. 

The Collection event does not require any parameter to be analyzed so the checkbox called “Allow Test to Have No Parameters?” is used to indicate this.

Also, for all Test Packages, the REMP database does not currently require use of extended details such as the Bottle Type, # of Bottles, Preservative, Filter, etc.

 

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Sampling Programs – Laboratories - Adding a New Lab

1.        Select New Lab, then enter all the required information.  Only a lab name is absolutely required, contact, telephone and address are optional.

2.        If necessary, change the Custody (ie. Chain of Custody) format and bottle label format.

Note: If the Custody format or label format you wish to use is not available, contact EarthFX for customization.

Sampling Programs – Laboratories - Adding a New Test Package

1.        Under the heading Analysis/Test Packages Offered by Laboratory, press New Test Package. The new test package will get a default name which includes the current date and time.

2.        Edit the test package name (e.g., Metals).

3.        Some test packages require more than one bottle type to be collected.  For each bottle, select the bottle type from the drop down list, the number of bottles, the required preservative (new preservatives can simple be typed in if not on the list), and if the sample must be field filtered.  This information is provided on the field sampling forms and bottle labels so that field staff know the correct procedures for each sample and is all required information.

Notes/Tips:

o        If the preservative you wish to add id not on the list, simply type in the preservative you wish

o        The ‘is active’ check box indicates whether you wish to see this lab package on drop down lists through SiteFX. For older sampling programs, user’s often wish to de-activate the test package. It is left in the system for reference.

o        The Lab Code field is optional and is used to store a lab reference number that may be correlated the lab test pacakge.

Note: If the bottle you require is not on the list, you must go to the Bottle form and add it to the list. For the bottle to now appear on the Laboratories form, you must close and re-open the Laboratory form.

Sampling Programs – Laboratories - Adding/Editing Parameters in a Test Package

1.        Scroll to the required lab using the record navigation buttons in the lower left hand corner of the form.

2.        Pick the desired test package from the drop down list. The Parameter Family list, by default, contains all of the parameters that have been set up in the data database. 

Note: If the parameter you require is not on the list, you must go to the Parameters & Criteria form and add it to the database. For the new parameter to appear on the Laboratories form, you must either close and re-open the Laboratories form or re-select the parameter family from the Parameter Family drop down list.

3.        From the list of available parameters, single click on the parameters that are part of the analytical package. Parameters will appear under the Selected Parameters heading as you click on them.

Note - When you ship samples, SiteFX records the list of parameters that were present at the time of shipment.  That same list will be used by SiteFX during auto-reconciliation.

Sampling Programs – Laboratories - Deleting a parameter from a Test Package

1.        Scroll to the required lab using the record navigation buttons in the lower left hand corner.

2.        Select the desired test package and the list of parameters included in that package will be displayed.

3.        Select the parameter you wish to remove and select Remove Parameter.  A confirmation message will appear asking you to confirm deletion. Press Yes to delete.

Note - When you ship samples, SiteFX records the list of parameters that were present at the time of shipment.  That same list will be used by SiteFX during auto-reconciliation. Deleting parameters will not change the list of parameters that SiteFX will attempt to auto-reconcile.

Sampling Programs – Laboratories - Deleting a Test Package

1.        Scroll to the required lab and test package using the record navigation buttons in the lower left hand corner.

2.        Press the Del Test Package button.

Note – SiteFX will not allow you to delete a Test Package that is currently part of a sampling program.  This is ensure that changes to a sampling program are not change inadvertently. To delete a test package, you must first go to the sampling program tool and remove all references to the Test Package. Alternatively, you can simply change the Test Package to ‘inactive’ to ensure it no longer appears anywhere else in SiteFX.

Sampling Programs – Laboratories - Deleting an Existing Lab

While the lab you wish to delete is displayed (use the record navigation buttons in the lower left corner if required), press the Delete Lab button.. A confirmation message will appear asking you to confirm deletion. Press Yes to delete.

Sampling Programs – Laboratories - Printing Analytical Packages

1.        Scroll to the required lab and test package using the record navigation buttons in the lower left corner.

2.        Press the Print List button.  A message box will appear asking whether you wish to print directly to the printer or preview it first.