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Creating a New Sample

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Users will be able to create a new IH sample. 

Business Rules

  • Users will neeed to have the appropriate IH Role and Scope for the Sample being created.
  • Samples can only be created at a specific Location
  • Depending on the specific Company business rules, the selection of certain fields may or may not be mandatory.



Step-by-step guide

Creating a Planned IH Sample:

  1. Click on the Modules icon.
  2. Click on the Industrial Hygiene menu item.
  3. Click on the Create New Sample menu item.

  4. Sample Date will default to the current date. 

  5. Select type of the Sample to create by clicking on the radio button.  (Refer to Sample types for additional information.)
  6. Click on the Next button.



  7. If Planned Sample is selected, user will need to select the Sample Plan Record.
  8. Click on the Next button.



 

Sample TypesDescription
Planned Samples A sample that belongs in a Sample plan. This can either be done for baseline/periodic. Planned Sample will receive credit against the Facility Sample Plan. 
Diagnostic SamplesNot tied to/counted against any Sample plans.
Field Blank SamplesThese are necessary for Chemical Samples and can also be created once a planned/diagnostic sample has been created. 
Copy Existing SampleAllows user to make a copy of an already existing sample.





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