Lab Check In Sheets - Generation from Work Orders

To assist users in enabling quick access to needed paperwork and information sheets, users can now optionally obtain their Lab Check-In forms at the time they create and setup their Soil Sampling Work Orders and/or when they assemble as series a soil sampling jobs via the Dispatch module. These quick access features will ensure access to and generation of the Lab Check-In sheets is easy and readily available prior to going out to field!


Within the Soil Sampling Job type, users will fill out all setup details of the job. This include the Field Profile selection and the inclusion of the "Use Most Recent" option to include the fields intended Directed Sampling File. The Directed File will be the guide to provide the preliminary Lab Check In Sheet with the required data and information to fill out Sample IDs, Package and various Lab/Account information.

Complete remaining setup requirements on the "Lab" tab as well as any optional configurations from the "Options" tab. Within the "Options" tab, a new optional check box selection for "Print Labels" will be available to users. This can provide users the ability to pre-generate any needed soil sample bag labels with these same provided inputs.


Finalize all inputs and select the "Save" button.


From the Work Order landing page, users can then filter or select for any available Sampling Job orders. Select the option to "PRINT" from the primary Work Order level. The system will then expose the available "Work Order PDF Options" modal.

Within the modal, select the optional check box for "Include Lab Check In Sheets"

The web system will then deliver to the user a Lab Check In sheet per job under the selected Work Order. These can easily be printed or emailed to desired users and third-parties.


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