envirochain laboratory user guide - promium„¢ lab guide lab dashboard 010314 4 introduction...

EnviroChain™

Laboratory

User Guide

EnviroChain™ Lab Guide Lab Dashboard

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Table of Contents

Introduction ........................................................................................... 4

Creating an Account for EnviroChain ............................................................. 4

Login ................................................................................................... 4

Lab Dashboard ........................................................................................ 5

Contact Requests ..................................................................................................... 6

My Data ................................................................................................ 7

Analysis Methods ..................................................................................................... 7

Rates & Discounts ................................................................................................. 11

Method Standard Rates .......................................................................................... 12

Discounts ............................................................................................................. 13

Shipping & Courier Options ..................................................................................... 13

Services Offered .................................................................................................... 15

Certifications ........................................................................................................ 15

My Account ...........................................................................................16

User Info .............................................................................................................. 16

Contacts ............................................................................................................... 17

Preferences/Privacy ............................................................................................... 17

Password .............................................................................................................. 17

Billing Plan ........................................................................................................... 17

Billing/Usage History .............................................................................................. 18

Chain of Custody Details ...........................................................................19

Accessing Chain of Custody Details .......................................................................... 19

Lab Tab ................................................................................................................ 19

Project Tab ........................................................................................................... 19


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Samples Tab ......................................................................................................... 19

Signature Tab ....................................................................................................... 19

Cooler Receipt Tab ................................................................................................ 19

Cooler Receipt Completion .......................................................................20

Shipping Tab......................................................................................................... 20

Packing Tab .......................................................................................................... 20

Documentation Tab ............................................................................................... 21

Containers Tab ...................................................................................................... 21

Signature Tab ....................................................................................................... 22

Client Resolution Tab ............................................................................................. 22

Logout ................................................................................................22


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Introduction

EnviroChain is an online COC available for both Sample Generators and Laboratories. This

document discusses the web configuration for Laboratory users who are receiving EnviroChain

COC formats.

Creating an Account for EnviroChain

To create an account for EnviroChain,

1. Open any web browser and go to www.Promium.com

2. Select the EnviroChain option in the blue banner on the screen.

3. On the right hand side of the screen select Sign Up.

4. In the expanded menu, select Laboratories.

5. Create a user account.

Login

To login to EnviroChain as a laboratory user:

1. Open any browser and go to www.Promium.com

2. Select the EnviroChain option in the blue banner on the screen.

3. On the right hand side of the screen, select the EnviroChain Login.

4. When this menu expands, select Laboratory Users.

5. Login using your established login criteria.

http://www.promium.com/

http://www.promium.com/


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Lab Dashboard

COCs The COC screen displays information about all submitted COCs.

On the COCs tab, you can:

View customer, client, or project details by clicking on the respective links in those

columns. When selected, a popup will display the field details. These details are not

editable.

When you click on the link in the CoC # column, you will be taken to a new area with

chain of custody details.

You can view shipping details and check delivery status by clicking on the link in the

Transit Method column.

To view the chain of custody, click in the View column.

If you want to see older chains of custody, you can click on the Last 30 Days dropdown

to change the specified filter constraints.


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Contact Requests

From the Contact Requests box, you can:

View customer and company details by clicking on the respective links in those columns.

A popup will display the details, which are not editable.

If you want to see older contact requests, you can click on the Last 30 Days dropdown to

change the filter constraints.

When you click on the View link, a box will pop up showing you additional information

regarding the contact request.

EnviroChain Lab Guide My Data

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My Data

The My Data screen provides information that has been entered into EnviroChain about the

facility.

Analysis Methods

From the Analysis Methods tab, you can import your lab’s analytical methods, add methods

manually, and delete methods. There is a template available for analytical method download.

Adding an Analytical Method

To import your lab’s analytical methods, you can either download the Excel template or update

your own file to match the template. Field restrictions are listed in Table 1, following.


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Table 1: Method Import Field Restrictions

Column Name Datatype Restrictions

Analytical Method Text & Numbers Cannot be blank

Matrix Text & Numbers

Cannot be blank

Some examples : Water, Waste, Wipe, Air,

Soil, Tissue, Air, Other

Analytical Method Name Text & Numbers Cannot be blank

Category Text & Numbers Cannot be blank

Some examples: Non-metallics, Metals,

Microbiological, Organics, Physical Properties,

Gases, Biochemical, General, Population /

Community, Semi-Volatile Organic,

Inorganics, Radiochemical,

Sampling/Preparation, Acute Toxicity,

Biotoxin, Chronic Toxicity, Geotechnical,

Volatile Organics, Subcontract, Wetchem

Country Text & Numbers Can be blank

Organization Text & Numbers Can be blank

Method Description Text & Numbers Cannot be blank

Hold Time Numbers Only Can be blank

Must be a number

Hold Time Unit Text & Numbers Can be blank

Notes Text & Numbers Can be blank

Standard Rate Numbers Only Can be blank

Must be a number

GUID* Text & Numbers Can be blank


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Once your file is ready, click on the Browse button in the Import box, navigate to the file, and

then click Upload.

Manually add an Analytical Method

To add methods one at a time, click on the blue +Add a Method button.

In the popup, fill in all required information. Click Save to save the new method or Back to

return to the My Data screen without saving.


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Edit, Copy, and Delete Existing Methods

You can also edit, copy, and delete existing methods by selecting the checkbox next to the

method you would like to modify and then selecting the appropriate button.


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Rates & Discounts

Under the Rates & Discounts tab, you can set standard method rates for all of your analytical

methods, set increased rates for quicker turnaround times, and apply discounts on a company-

specific basis.


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Method Standard Rates

This section allows the laboratory to set standard rates for each method listed.

To set standard rates:

1. Select the option ‘Runs’ if your lab runs the analytical method listed.

2. To set a standard rate, manually enter a value in the Standard Rate field that is associated

to a specific method.

3. Select Save.

TurnAround Time (TAT) Rates

To set turn around times (TAT) rates specific to the amount of days requested:

1. Select the Add icon.

2. In the available fields, specify the number of days for the TAT from the drop-down

menu.

3. Enter a value for the Rate (in %).

4. Select Save.


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To Delete a TAT value, select the Delete icon.

Discounts

To set a company discount:

1. Select the Add icon

From the sub-screen that opens, select a company to provide the discount to

2. Once the company has been specified, select ‘Add’ at the bottom of the subscreen

Shipping & Courier Options

Under the Shipping & Courier Options tab, you can select which shipping services you offer to

your clients as well as courier service availability.


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Services Offered

From the Services Offered tab, you can select additional services offered by your lab, such as

courier services, free overnight shipping, free sample containers, etc. You can also add and

manage custom offerings. When you are finished, click the blue Save button at the bottom.

Certifications

Under Certifications, you can add certifications specific to your laboratory. You will need to

know the organization that issued the certification, the certification name or number, and the

expiration date. When you have finished adding certifications, click the blue Save button.

EnviroChain Lab Guide My Account & Lab Details

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My Account

User Info

On the My Account page, you can update your user details (name, email, phone number, etc.);

update EDD preferences; and change your password.

Lab Branch DetailsIn the Lab Branch Detailssection of the User Info screen, , you can update

details specific to your laboratory, such as the lab’s address, website, shipping account numbers,

etc.


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Contacts

The Contacts screen contains all contacts currently associated to a facility. The contacts here can

be added and edited.

Preferences/Privacy

This screen permits selection of the EDD preference type:

Password

This section allows users to re-set their password.

Note: Only the person logged into will appear in this section. Another users password cannot be

updated from this screen.

Billing Plan

The Billing Plan screen permits each facility to select their Plan type, and provide payment

information.


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Billing/Usage History

The billing history screen summarizes the facility account’s COC activity. This screen tracks

how many COCs have been received in each facility by month, and the facility Billing

History.

EnviroChain Lab Guide Chain of Custody Details

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Chain of Custody Details

Accessing Chain of Custody Details

From the Dashboard, find the chain of custody you would like to view in the Recent Activity

box. You may need to filter by date to find old CoCs.

Click on the hyperlink in the CoC # column.

Selecting the hyperlink will open a new screen that contains the following fields:

Lab Tab

The chain of custody details area defaults to the Lab tab, which contains your lab details and any

special handling instructions for the CoC. These fields are for information only and are not

editable.

Project Tab

The Project tab shows the client and project for the CoC. These fields are for information only

and are not editable.

Samples Tab

The Samples tab contains details about each sample, such as sample ID, date and time collected,

matrix, etc. These fields are for information only and are not editable.

Signature Tab

The Signature tab is where you can view the sampler signature and any records of who

relinquished the samples and to whom they released them. These fields are for information only

and are not editable.

Cooler Receipt Tab

The Cooler Receipt tab is where you electronically fill out the cooler receipt for the CoC. This

tab is discussed in further detail in the following section.

EnviroChain Lab Guide Cooler Receipt Completion

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Cooler Receipt Completion

Shipping Tab

Under the Shipping tab, you can enter the date and time the shipment was received, the number

of coolers received, and if there were any non-conformances at login. The gray fields are not

editable.

When you are finished, click Save or Save & Next.

Packing Tab

Under the Packing tab, you will answer questions related to the packing of the sample shipment.

You can set all answers to Yes, No, or N/A by selecting the appropriate response in the first

dropdown and clicking the Reset button.



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Documentation Tab

Under the Documentation tab, you will note if there was a completed, signed CoC hard copy

with the cooler/package or an EnviroChain tracking number.

Containers Tab

In the Containers section, you will answer questions regarding the sample containers. All

responses can be set to Yes, No, or N/A via the initial dropdown. Simply select the appropriate

response, and click Reset.



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Signature Tab

The Signature tab is where the lab technician examining the shipment would enter his/her name

and sign to verify receipt and inspection.

When finished filling out all areas of the cooler receipt, click Finalize & Generate Cooler

Receipt Form to generate a PDF copy of the final cooler receipt form. If there were issues with

the samples, you can also click Next to initiate client resolution.

Client Resolution Tab

The Client Resolution tab is where you can add comments regarding the sample shipment and

send notification to the Sample Generator of any receipt issues. You can also initiate phone

contact with Test Break through this area.

Logout

To logout of EnviroChain, select Logout in the upper right hand corner.

envirochain laboratory user guide - promium„¢ lab guide lab dashboard 010314 4 introduction...

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