Lab Check In Sheet Generation - Soil Sampling

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!


Getting Started/Setup:


From the Operations Dashboard, use the appropriate filter combination to locate and identify the Soil Sampling jobs the user wishes to assemble into a Dispatch Order. As part of the Dispatch setup, include any needed Asset Types to associate with the order.


Select the "Save" option to then create the Dispatch Order. This will then prompt the system to display to the user the "Dispatch Options" setup modal. From this window, the user can elect options for Asset file sending, various job notification and status set options as well as Report Options.

Under the Report Options section, select the checkbox to "Include Lab Check In Sheets". This selection will allow the system to create a Lab Check In form per job found within the Dispatch Order.


Be sure to select the "Submit" button to finalize the request.


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