Record a sample

This article explains how to schedule a sampling job, record the collected sample, and enter laboratory results when they are returned.

Before You Get Started

Note

A sampling activity creates a laboratory-results job only when it has a linked lab-results activity. The follow-up job is created when a signed-in user completes the sampling job in BriqSafe.

Schedule a sampling job

Schedule sampling as part of a visit template or as a free activity.

1. Open Scheduler and select Plan visit.
2. Drag a visit template from the Planning panel onto the required day.
3. In New Visit, set the location, date, start and end times, and Assignees.
4. Check the sampling job count under Jobs by Activity.
5. Press Schedule.

To schedule a sampling activity without a template, expand Free Activities in the Planning panel and drag the activity type onto the required day. Select the location, date, time range and at least one assignee, then press Schedule.

Note

The activity type must already exist as an enabled activity in the location's control scheme. Activity-type names are set by your organisation and may differ from the wording used here.

Record a collected sample

Complete the sampling job during the visit so the sample enters the laboratory pipeline.

1. In the visit's job list, tap the outlet's card.
2. On the outlet screen, tap the sampling job if its card is folded. The first unfinished job opens automatically.
3. Open the Actions tab.
4. Enter every value requested by the form and attach the required photos.
5. Type the sample identifier carefully and read it back before continuing.
6. Tap Done on the job card, next to Can't complete.

If the sampling activity has a linked lab-results activity, BriqSafe creates the follow-up job automatically. Laboratory values can then be entered when they are returned.

Caution

The sampling form has no barcode field. The in-app scanner reads asset and device QR codes, not sample labels, so enter the sample identifier by hand. Done remains tappable when a required field is empty, but completion is rejected with: Some fields are missing or invalid. Check the form and try again.

Enter returned laboratory results

Enter the laboratory's measured values on the automatically created lab-results entry job.

1. Open Actions.
2. Click the Lab results pending card.
3. On the pending item, select Enter results.
4. On the job's Actions tab, enter a measured value for every parameter defined by the activity and complete the other fields.
5. Add any required Notes.
6. Select Complete Job.

The lab-results entry job is assigned automatically to the location's owners, administrators and managers. An Engineer's job list shows only jobs assigned to that engineer, so selecting Enter results may open the location's jobs page instead of the form. Laboratory-result entry is a web-app task; the mobile lab-results card is marked Soon and does not open a form.

Caution

Completion does not check for empty laboratory-value fields. A blank value is not recorded, but the job can still complete. Check every laboratory value before selecting Complete Job.

Find older pending laboratory results

1. Open Actions.
2. Select Filters.
3. Open Date and choose a period longer than the default last 30 days.

The pending list and its count use the last 30 days by default. Entry jobs created more than 30 days ago are not included until a longer date period is selected.

Generate a laboratory-results report

After completing the lab-results entry job, generate a PDF containing the laboratory result and the original sampling job.

1. Open Documents and select Generate Report.
2. For Report Type, select the laboratory-results report type.
3. Select the location in Site.
4. Select the completed job in Lab results entry job.
5. Select Generate Report.

The job picker lists only completed laboratory-results entry jobs at the selected location that are linked to a parent sampling job. The report may take a few moments to generate before the download becomes available.