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Creating Sample Plan

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Sample plans allow users to track:

  • The number of sample records associated with each sample plan
  • The number of planned and collected sample
  • The approval status of the sample plan


Step-by-step Instructions: 

Creating a Sample Plan:

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



  4. Complete the fields.
  5. Click on the Save button.



  6. Click on the Ok button on the confirmation window.

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Step-by-step Instructions: 

Adding an Associated Sample Plan Record:

Additional information

After saving the Sample Plan and clicking Ok on the confirmation button, users will be redirected to the Sample Plan Dashboard Summary screen. The steps below is following the Creating a Sample Plan

Users may also access an existing Sample Plan to continue.  


  1. Click on the Add button located to the right of Associated Sample Plan Record section.



  2. Complete the Sample Plan Record Details. 
  3. Click on the Save button. 
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