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.
Sample Date will default to the current date.
- Select type of the Sample to create by clicking on the radio button. (Refer to Sample types for additional information.)
- Click on the Next button.
- Select the Sample Plan Record.
- Click on the Next button.
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. |
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