Contents

Overview

The following articles demonstrate how the necessary documents for data entry of sample and test information are created and edited.

Adding Documents to a Work Order

Documents can be added to a work order at the time the work order is created or at a later date.

Work Order Creation

At the time a work order is created, a user will be presented with the Add Work Order window. The left pane of this window is titled Work Templates, a work order template can be selected to quickly add a set of documents to a work order.  On the right pane is a tab titled Add Samples/Tests/Reports allows a user to manually select the required documents to a work order. A user can also add documents using a combination of adding a Work Template and adding documents manually.

When manually selecting documents to add, it is helpful to use the Search bar located under of the Add Samples/Tests/Reports tab to quickly find the documents of interest. 

 Once found, mark the check box next to it and click on the sample bucket icon to add the documents to the work order (center pane).

After Work Order Creation - Editing a Work Order

Work orders can be easily edited to add additional documents after the initial creation.

Select the work order to be edited and click on the Edit Work Order icon  located in the QESTLab toolbar.

Choose the document to be edited: Work Order, an existing Sample, or an existing Test:

• Choosing the work order allows the addition of a new sample, work order level test report, or billing document
• Choosing an existing Sample to add a Sample level Test or Report
• Choosing an existing Test to add (if applicable) a Test level Test or Report

Select a document by checking the check box next to the required document: 

Click on the sample bucket icon to add the documents to the work order (center pane):

When a work order is edited and tests are added to a sample, the tests are added to the work order as "Optional" (Fixed).

On the bulk entry screen, the added "Optional" tests will need to be posted to each sample that they apply too. Checking the box underneath the test method header on the bulk entry screen will add the test to the samples.

Once checked, the test screen will appear in the navigation tree attached to the sample.

Adding Documents to a Sample

Selecting a sample in the tree will expose the new document icon located in the toolbar .  Clicking on this icon will allow users to add documents to the selected sample.

The list of documents displayed are restricted to the sample type (Asphalt, Agg/Soil, etc.), the test screens associated with the customer's license, the role assigned to the user, and the laboratory permissions in the Administrator Console.

Users can select additional documents by checking the box next to the desired document.  After checking the box(es) and pressing the "OK" button, the selected document(s) will be added to the sample. Users can see and view the newly added documents under the sample in the
navigation tree.

Entering Sample and Test Data

Option 1:  Bulk Entry View

Selecting the Work Order allows users to see the Bulk Entry View. The Bulk Entry View is used to register information for multiple samples at once.

Samples are sorted by the Parent Document (Concrete, Asphalt, etc.). 

Additionally, data can be copied from the first sample across to multiple samples in the grid by clicking on the “Auto-populate values across from the first document” icon .

Bulk Entry View is typically useful for:

• Concrete field data
• Field and asphalt density testing
• Suite of test per samples

Bulk entry Views can be selected to change the appearance of the Bulk Entry screen to help streamline the data entry process for users by only displaying specific fields required for data entry.

Below is an example of two bulk entry Views that are available for data entry.

• Work Order Column View (QEST Default)

• Work Order Row View

Option 2:  Sample Screen

The Sample screen is used to store key information that identifies a sample and the details about how the sample was obtained (sampled).  The Sample screen also links information between the Client, Project and Sample screens.   In the navigation tree, documents will be attached to the sample as "children" of the sample.

The Sample screen allows users to add sampling information and sample properties for the material being tested.

Entering Data on a Test Screen

Clicking on a test in the navigation tree will open up the test screen.  

Test screens are used to record measurements, observations and perform calculations.  Data is automatically saved by Test screens as the user navigates between fields or screens.

The user can note the testing technician and testing date, by clicking on the Testing Information icon .   Clicking on the icon will open up the Testing Information window that allows users to note the Tested By and Date Tested for the test screen.

Attaching a Scanned Document to a Work Order or Sample

An External Test Report can be added to a work order or sample.

The External Test Report allows users to upload a file (i.e. pdf, word, etc) to QESTLab and attach it to the work order level or the sample level.  The External Test Report can be distributed out of QESTLab like a native test report.

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