Users will be able to create a new IH sample.
Business Rules
- Users will need 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 Instructions:
Creating a Planned IH Sample:
- Click on the Modules icon.
- Click on the Industrial Hygiene menu item.
- Click on the Create New Sample menu item.
Click on the Select Planned / Physical Sample.
- Select the Sample Plan Record.
- Click on the Next button.
- Select the Sample Equipment.
9. Complete the Sample Details. (Refer to the Sample Details Information for more details.)
- Complete the Location Information section. (Refer to the Location Information Fields for more details.)
- Complete the Employee Information section. (Refer to the Employee Information Fields for more details.)
10. Click on the Save button.
| Sample Types | Description |
|---|---|
| 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 Samples | Not tied to/counted against any Sample plans. |
| Field Blank Samples | These are necessary for Chemical Samples and can also be created once a planned/diagnostic sample has been created. |
| Copy Existing Sample | Allows user to make a copy of an already existing sample. |
Sample Details Information
- All required fields (*) must be completed in the 3 subsections in order to save the Sample Details
- Sample Information Section - Key Fields
Fields Description IH Log Automatically generated by IH Module Sample ID Field is mandatory and allows person to capture any unique information with the sample. Hazard Type Has an impact of future sections of the application, so appropriate selection is necessary. Upon saving these selections, user will not be able to make any changes to the Hazard Type. Sample Equipment The equipment selection will define additional information required as part of collecting the sample. Upon saving these selections, user will not be able to make any changes to the Hazard Type. Duration Type This field will determine applicable Limit Value when comparing sample result.
Location Information Key Fields
| Field | Detail/Description |
|---|---|
| Department | This is the department/area that is being sampled. This field is managed in the Location Profile. |
Work Area Task Job Title Task Classification | These fields are not required, but are available for pre-population for Planned Samples. |
Employee Information Key Fields
| Field | Details/Description |
|---|---|
| Personnel Type | There are 2 options for selection that will pull from a pre-populated list:
If user selects Unsupervised Contract Employee, then the user will be required to enter the details for this personnel Type. |
| Employee Name | Required field. |
| Department | Refers to the department/area that the employee is affiliated. |
- The Sample type Direct monitoring Employee known is replaced with Direct Read Instrument
- A new equipment as Direct Read Instrument is created under Additional IH Equipment under module set up
- If user selects Direct Read Instrument as Sample Type ,then system will pull and display Direct Read Instrument from Additional IH Equipment.The field will grey out
- It would be functioning the same as Direct Monitoring /Direct Monitoring Employee known as before and would have same sections
- Sample Sections for Direct Read Instruments - Sample Details ,Employee details ,Sample Equipment ,Controls ,Sample Result ,Root Causes,Action Item ,Attachments ,Send Mail Audit Trail
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