EnviroChain Laboratory User Guide

Transcription

1 EnviroChain Laboratory User Guide

2 EnviroChain Lab Guide Lab Dashboard Table of Contents Introduction... 4 Creating an Account for EnviroChain... 4 Login... 4 Lab Dashboard... 5 Contact Requests... 6 My Data... 7 Analysis Methods... 7 Rates & Discounts Method Standard Rates Discounts Shipping & Courier Options Services Offered Certifications My Account...16 User Info Contacts Preferences/Privacy Password Billing Plan Billing/Usage History Chain of Custody Details...19 Accessing Chain of Custody Details Lab Tab Project Tab

3 EnviroChain Lab Guide Lab Dashboard Samples Tab Signature Tab Cooler Receipt Tab Cooler Receipt Completion...20 Shipping Tab Packing Tab Documentation Tab Containers Tab Signature Tab Client Resolution Tab Logout

4 EnviroChain Lab Guide Lab Dashboard Introduction EnviroChain is an online COC available for both Sample Generators and Laboratories. This document discusses the web configuration for Laboratory users who are receiving EnviroChain COC formats. Creating an Account for EnviroChain To create an account for EnviroChain, 1. Open any web browser and go to 2. Select the EnviroChain option in the blue banner on the screen. 3. On the right hand side of the screen select Sign Up. 4. In the expanded menu, select Laboratories. 5. Create a user account. Login To login to EnviroChain as a laboratory user: 1. Open any browser and go to 2. Select the EnviroChain option in the blue banner on the screen. 3. On the right hand side of the screen, select the EnviroChain Login. 4. When this menu expands, select Laboratory Users. 5. Login using your established login criteria

5 EnviroChain Lab Guide Lab Dashboard Lab Dashboard COCs The COC screen displays information about all submitted COCs. On the COCs tab, you can: View customer, client, or project details by clicking on the respective links in those columns. When selected, a popup will display the field details. These details are not editable. When you click on the link in the CoC # column, you will be taken to a new area with chain of custody details. You can view shipping details and check delivery status by clicking on the link in the Transit Method column. To view the chain of custody, click in the View column. If you want to see older chains of custody, you can click on the Last 30 Days dropdown to change the specified filter constraints

6 EnviroChain Lab Guide Lab Dashboard Contact Requests From the Contact Requests box, you can: View customer and company details by clicking on the respective links in those columns. A popup will display the details, which are not editable. If you want to see older contact requests, you can click on the Last 30 Days dropdown to change the filter constraints. When you click on the View link, a box will pop up showing you additional information regarding the contact request

7 My Data My Data The My Data screen provides information that has been entered into EnviroChain about the facility. Analysis Methods From the Analysis Methods tab, you can import your lab s analytical methods, add methods manually, and delete methods. There is a template available for analytical method download. Adding an Analytical Method To import your lab s analytical methods, you can either download the Excel template or update your own file to match the template. Field restrictions are listed in Table 1, following

8 My Data Table 1: Method Import Field Restrictions Column Name Datatype Restrictions Analytical Method Text & Numbers Cannot be blank Cannot be blank Matrix Text & Numbers Some examples : Water, Waste, Wipe, Air, Soil, Tissue, Air, Other Analytical Method Name Text & Numbers Cannot be blank Category Text & Numbers Cannot be blank Country Text & Numbers Can be blank Organization Text & Numbers Can be blank Method Description Text & Numbers Cannot be blank Hold Time Numbers Only Can be blank Some examples: Non-metallics, Metals, Microbiological, Organics, Physical Properties, Gases, Biochemical, General, Population / Community, Semi-Volatile Organic, Inorganics, Radiochemical, Sampling/Preparation, Acute Toxicity, Biotoxin, Chronic Toxicity, Geotechnical, Volatile Organics, Subcontract, Wetchem Must be a number Hold Time Unit Text & Numbers Can be blank Notes Text & Numbers Can be blank Standard Rate Numbers Only Can be blank Must be a number GUID* Text & Numbers Can be blank

9 My Data Once your file is ready, click on the Browse button in the Import box, navigate to the file, and then click Upload. Manually add an Analytical Method To add methods one at a time, click on the blue +Add a Method button. In the popup, fill in all required information. Click Save to save the new method or Back to return to the My Data screen without saving

10 My Data Edit, Copy, and Delete Existing Methods You can also edit, copy, and delete existing methods by selecting the checkbox next to the method you would like to modify and then selecting the appropriate button

11 My Data Rates & Discounts Under the Rates & Discounts tab, you can set standard method rates for all of your analytical methods, set increased rates for quicker turnaround times, and apply discounts on a companyspecific basis

12 My Data Method Standard Rates This section allows the laboratory to set standard rates for each method listed. To set standard rates: 1. Select the option Runs if your lab runs the analytical method listed. 2. To set a standard rate, manually enter a value in the Standard Rate field that is associated to a specific method. 3. Select Save. TurnAround Time (TAT) Rates To set turn around times (TAT) rates specific to the amount of days requested: 1. Select the Add icon. 2. In the available fields, specify the number of days for the TAT from the drop-down menu. 3. Enter a value for the Rate (in %). 4. Select Save

13 My Data To Delete a TAT value, select the Delete icon. Discounts To set a company discount: 1. Select the Add icon From the sub-screen that opens, select a company to provide the discount to 2. Once the company has been specified, select Add at the bottom of the subscreen Shipping & Courier Options Under the Shipping & Courier Options tab, you can select which shipping services you offer to your clients as well as courier service availability

14 My Data

15 My Data Services Offered From the Services Offered tab, you can select additional services offered by your lab, such as courier services, free overnight shipping, free sample containers, etc. You can also add and manage custom offerings. When you are finished, click the blue Save button at the bottom. Certifications Under Certifications, you can add certifications specific to your laboratory. You will need to know the organization that issued the certification, the certification name or number, and the expiration date. When you have finished adding certifications, click the blue Save button

16 My Account & Lab Details My Account User Info On the My Account page, you can update your user details (name, , phone number, etc.); update EDD preferences; and change your password. Lab Branch DetailsIn the Lab Branch Detailssection of the User Info screen,, you can update details specific to your laboratory, such as the lab s address, website, shipping account numbers, etc

17 My Account & Lab Details Contacts The Contacts screen contains all contacts currently associated to a facility. The contacts here can be added and edited. Preferences/Privacy This screen permits selection of the EDD preference type: Password This section allows users to re-set their password. Note: Only the person logged into will appear in this section. Another users password cannot be updated from this screen. Billing Plan The Billing Plan screen permits each facility to select their Plan type, and provide payment information

18 My Account & Lab Details Billing/Usage History The billing history screen summarizes the facility account s COC activity. This screen tracks how many COCs have been received in each facility by month, and the facility Billing History

19 Chain of Custody Details Chain of Custody Details Accessing Chain of Custody Details From the Dashboard, find the chain of custody you would like to view in the Recent Activity box. You may need to filter by date to find old CoCs. Click on the hyperlink in the CoC # column. Selecting the hyperlink will open a new screen that contains the following fields: Lab Tab The chain of custody details area defaults to the Lab tab, which contains your lab details and any special handling instructions for the CoC. These fields are for information only and are not editable. Project Tab The Project tab shows the client and project for the CoC. These fields are for information only and are not editable. Samples Tab The Samples tab contains details about each sample, such as sample ID, date and time collected, matrix, etc. These fields are for information only and are not editable. Signature Tab The Signature tab is where you can view the sampler signature and any records of who relinquished the samples and to whom they released them. These fields are for information only and are not editable. Cooler Receipt Tab The Cooler Receipt tab is where you electronically fill out the cooler receipt for the CoC. This tab is discussed in further detail in the following section

20 Cooler Receipt Completion Cooler Receipt Completion Shipping Tab Under the Shipping tab, you can enter the date and time the shipment was received, the number of coolers received, and if there were any non-conformances at login. The gray fields are not editable. When you are finished, click Save or Save & Next. Packing Tab Under the Packing tab, you will answer questions related to the packing of the sample shipment. You can set all answers to Yes, No, or N/A by selecting the appropriate response in the first dropdown and clicking the Reset button. When you are finished, click Save or Save & Next

21 Cooler Receipt Completion Documentation Tab Under the Documentation tab, you will note if there was a completed, signed CoC hard copy with the cooler/package or an EnviroChain tracking number. Containers Tab In the Containers section, you will answer questions regarding the sample containers. All responses can be set to Yes, No, or N/A via the initial dropdown. Simply select the appropriate response, and click Reset. When you are finished, click Save or Save & Next

22 Cooler Receipt Completion Signature Tab The Signature tab is where the lab technician examining the shipment would enter his/her name and sign to verify receipt and inspection. When finished filling out all areas of the cooler receipt, click Finalize & Generate Cooler Receipt Form to generate a PDF copy of the final cooler receipt form. If there were issues with the samples, you can also click Next to initiate client resolution. Client Resolution Tab The Client Resolution tab is where you can add comments regarding the sample shipment and send notification to the Sample Generator of any receipt issues. You can also initiate phone contact with Test Break through this area. Logout To logout of EnviroChain, select Logout in the upper right hand corner