Step 3: Creating a Works Scope

In this step, the goal is to create and schedule a sampling events to be completed in the future. Commonly called a “work scope” or a “sampling event”. You will learn how to schedule a work scope event and pull the analytical parameters (tests) directly from the selected laboratory interface. You’ll learn how to add those parameters to each sample location, and how to change sample methods or just collect water level elevation only. We will also save time by copying an existing work scope to create a new work scope in the future. You will also learn how to generate sample bottle orders and enter lab billing information. We will then review how to create and utilize custom field data collection forms.

Scheduling a Sampling Event and Creating the Work Scope

Here you’ll learn how to schedule one sampling event or any number of events in the future. You’ll learn how to quickly copy a past and event and create a new event with similar work scope. You’ll also learn about selecting your Analytical Parameters from your selected lab’s analytical menu and selecting parameters for each sample location including the selection of your QA/QC parameters, locations, and quantities.

Duplicate and/or Edit a Sampling Event Work Scope

Here you’ll learn how to Quickly create a new sampling event at work scope by copying an existing sampling event work scope and then editing the event to create a new work scope.

Confirming Bottle Order/Lab Billing Info

Here you’ll learn how to enter and view bottle orders, send bottle orders, and filling out lab contact, P.O., and any needed billing information for the laboratory.

Creating and/or selecting a customized Data Collection Form(s)

Here you will learn how to create a custom data collection form and how to add the completion of the custom collection form to the work scope and how to select specific sample locations you would like the form to be used on.

View and Add/Edit Project Personnel contact Information

Here we will teach you how to enter project personnel contact information. This is not to be confused with inviting somebody to be able to work on the project. This section of contact information is about being able to literally contact people. For instance, it may be the gas station manager or an adjacent property owner contact information, if for instance you need to be able to call that person prior to accessing their property. Invited users will also be listed here as well.

View Completed Event Work Scopes

You'll learn how to view completed work scopes from a dropdown list. You may want to use these completed work scopes to create new work scopes in the future or view completed field data.

Pre-Print Sample Labels (when you don't have a Mobile Label Printer)

It may be that you don't do enough sampling to warrant a field printer or maybe you're just starting out and before you make the investment in a printer you want to give it a try. Here we will teach you how to pre-print your labels so that you can give the application a try without having to have a mobile field label printer.

Pre-Print Chain of Custody
(Non-Particitipating Lab)

Many don't feel comfortable switching to a digital chain-of-custody just yet. In these cases, you can pre-print a nearly complete paper chain-of-custody prior to commencing your sampling event. You simply fill out the date and time for each sample collected and then place the completed paper chain-of-custody in the cooler prior to shipment. This saves a significant amount of time on manual completion of the COC and also includes all the project detail on the chain-of-custody.