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Laboratory Data Consultants, Inc. Version 5.0 Laboratory Data Consultants, Inc. Version 5.0

Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

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Page 1: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

Laboratory Data Consultants, Inc. Version 5.0 Laboratory Data Consultants, Inc. Version 5.0

Page 2: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

Table of Contents CHAPTER 1 INTRODUCTION .................................................................................................... 1-1 CHAPTER 2 FIELD INFORMATION MANAGEMENT ........................................................... 2-1 2.1 FIELD INFORMATION MANAGEMENT ........................................................................... 2-1 2.2 IMPORTING FIELD DATA .................................................................................................. 2-2 2.3 MANUALLY ADD, MODIFY, OR DELETE ....................................................................... 2-3 2.4 SAMPLE MANAGEMENT TOOL ..................................................................................... 2-10 CHAPTER 3 REVIEWED EDD ..................................................................................................... 3-1 3.1 IMPORT REVIEWED EDDS ................................................................................................ 3-1 3.2 TEMPORARY TABLES ........................................................................................................ 3-2 3.3 MANAGE DUPLICATE RECORDS .................................................................................... 3-3 3.4 APPEND PROJECT DATABASE ......................................................................................... 3-4 CHAPTER 4 PROJECT COMPLETION REPORTS ................................................................. 4-1 4.1 PROJECT COMPLETION REPORTS ................................................................................... 4-1 4.2 SELECT REPORT ................................................................................................................. 4-3 4.3 SELECT PROJECT(S) ........................................................................................................... 4-4 4.4 SELECT LAB REPORTING BATCHES .............................................................................. 4-5 4.5 SELECT SCOPE OF REPORT .............................................................................................. 4-6 CHAPTER 5 COMPARISONS AND CUSTOM QUERY ........................................................... 5-1 5.1 COMPARISON REPORTS AND CUSTOM QUERY TOOL .............................................. 5-1 5.2 PRIMARY AND QA SPLIT SAMPLES ............................................................................... 5-2 5.3 PRELIMINARY REMEDIATION GOALS/MAXIMUM CONTAMINATION LIMITS .... 5-5 5.4 HISTORICAL DATA ASSESMENT .................................................................................. 5-13 5.5 CREATE CUSTOM QUERY ............................................................................................... 5-21 5.6 PLOT CONCENTRATION FUNCTION ............................................................................. 5-27 5.7 PIVOT TABLE FUNTION .................................................................................................. 5-29 5.8 CROSSTAB REPORTS ...................................................................................................... 5-31 CHAPTER 6 QUALITY CONTROL SUMMARY ....................................................................... 6-1 6.1 QUALITY CONTROL SUMMARY REPORTS (QCSR) ..................................................... 6-1 6.2 SELECT SAMPLE DELIVERY GROUPS TO INCLUDE ................................................... 6-2 6.3 SELECT REPORTS TO VIEW .............................................................................................. 6-3 6.4 SELECT VIEW OR PRINT OPTION .................................................................................... 6-4 6.5 EDIT SAMPLE QC LEVEL AND RUN REPORTS ............................................................... 6-5 6.6 EXAMPLE REPORTS ........................................................................................................... 6-6 CHAPTER 7 MCL/PRG LIBRARIES ........................................................................................... 7-1 7.1 MCL AND PRG LIBRARIES ................................................................................................ 7-1 7.2 VIEWING LIBRARIES ......................................................................................................... 7-2 7.3 MODIFY AN EXISTING LIBRARY .................................................................................... 7-3 7.4 DELETING LIBRARIES ....................................................................................................... 7-4 7.5 RENAMING LIBRARIES ....................................................................................................... 7-5 7.6 CREATE A NEW LIBRARY ................................................................................................. 7-6 7.7 EXPORT LIBRARY TO A TEXT FILE ................................................................................ 7-7 7.8 IMPORTS LIBRARY FROM A TEXT FILE ........................................................................ 7-8 7.9 IMPORT CONTAMINATION LIMITS VIA EXCEL SPREADSHEET .............................. 7-9 CHAPTER 8 HISTORICAL ASSESSMENT LIBRARIES ......................................................... 8-1 8.1 HISTORICAL ASSESSMENT LIBRARIES ......................................................................... 8-1 8.2 VIEWING LIBRARIES ......................................................................................................... 8-2

Page 3: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

8.3 MODIFY AN EXISTING LIBRARY .................................................................................... 8-3 8.4 DELETING LIBRARIES ....................................................................................................... 8-4 8.5 RENAMING LIBRARIES ....................................................................................................... 8-5 8.6 CREATE A NEW LIBRARY ................................................................................................. 8-6 8.7 ADDING ANALYTES TO A NEW LIBRARY .................................................................... 8-7 8.8 EXPORT LIBRARY TO A TEXT FILE ................................................................................ 8-8 8.9 IMPORT LIBRARY FROM A TEXT FILE .......................................................................... 8-9 8.10 IMPORT HISTORICAL REFERENCE FILES VIA EXCEL SPREADSHEET ................. 8-10 8.11 CREATE LIBRARY/LOCATION ASSOCIATION ............................................................ 8-11 CHAPTER 9 DATABASE MANAGEMENT ................................................................................ 9-1 9.1 DATABASE MANAGEMENT ............................................................................................. 9-1 9.2 CREATE A NEW PROJECT DATABASE ........................................................................... 9-2 9.3 RENAME, RELOCATE, OR MODIFY PROJECT DATABASE DESCRIPTION .............. 9-5 9.4 DELETE PROJECT DATABASE ......................................................................................... 9-6 9.5 DELETE SAMPLES AND ANALYTICAL RESULTS ......................................................... 9-7 9.6 VIEW/MODIFY/DELETE SAMPLE, SAMPLE ANALYSIS, ANALYTICAL RESULTS 9-8 9.7 MODIFY, ADD, OR DELETE ANALYTICAL METHOD REFERECE FILE...................... 9-9

Page 4: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

1.0 Introduction

Page 5: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

Introduction

1.1 INTRODUCTION This document is provided as a user’s manual for implementing the Environmental Data Management System (EDMS). The EDMS User Manual The EDMS User Manual contains several sections and appendices. The remaining pages in this section briefly introduce the different functional parts of EDMS.

• Section 2 explains how to import and manage field deliverable files.

• Section 3 explains how to import reviewed laboratory EDDs and append to the project database.

• Section 4 explains how to run various project completion reports.

• Section 5 explains how to run comparison reports and custom queries.

• Section 6 covers quality control summary reports (QCSRs).

• Section 7 covers managing MCL and PRG libraries.

• Section 8 explains how to work with historical assessment libraries.

• Section 9 covers working with EDMS project databases and maintenance of data records.

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Introduction

EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from. The following pages in this section briefly introduce you to each module. Subsequent sections in this manual provide detailed discussion. The eight modules include the following:

• Field Information Management Menu

• Import Laboratory EDDs Menu

• Project Completion Reports Menu • Comparison Reports and Custom Query Tool Menu

• Quality Control Summary Reports (QCSR) Menu

• MCL and PRG Libraries Menu

• Historical Assessment Libraries Menu

• Database Management Menu

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Introduction

1.2 EDMS Flow Chart Figure 1-1 is a flow chart illustrating how the data review software and EDMS work together in the data management process.

Figure 1-1 EDMS Flow Chart

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Introduction

1.3 OPENING SCREENS The following is a snapshot of the opening screen of the application.

Figure 1-2a

EDMS Login Screen This login screen allows you to enter a user’s name and password to access EDMS. Please obtain a user name and password from your administrator.

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Introduction

The following splash screen appears upon successful login.

Figure 1-2b EDMS Splash Screen

From this screen you can choose between creating a new project database, linking an existing database, modifying database location information, exiting EDMS or selecting a previously created database for your project using the pull down window.

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Introduction

1.3.1 Create a New Project Database Follow the four steps below to create a new project database.

Figure 1-3a Step 1: Select Path and Filename

Type in a path and new filename in the window; or, click on Browse to select a path then type in new

1-6 Environmental Data

1. Click here to initiate the Create New Project Database sequence shown above.

filename and save. Click on Next to go to Step 2 (See Fig. 1-3b).

Management System Laboratory Data Consultants, Inc.

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Introduction

Figure 1-3b Step 2: Enter Database Description

Enton N

1-7 Environmental Data Managemen

Type in a description of your database, then click Next to proceed to Step 3 below (Fig 1-3c).

Figure 1-3c Step 3: Enter Database Name

er a name for your new database here. Click ext when finished to go to Step 4 (Fig. 1-3d)

t System Laboratory Data Consultants, Inc.

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Introduction

Figure 1-3d Step 4: Finalize Database

Confirm that all details are correct. If not, Click the Back button to make corrections, otherwise, click the Finish button. This brings up the pop-up window below.

1-8 Enviro

If this box is checked, you willbe taken to the Main EDMS Working Screen after clicking on Finish.

Click on OK to go to the EDMS Main Screen

nmental Data Management System Laboratory Data Consultants, Inc.

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Introduction

1.3.2 Modify Database Location and Information Clicking on the Modify Database Location and Information button on the opening screen will take you to the screen shown below in Figure 1-4. Choose this option if you wish to change any description information or the path of an existing database before beginning EDMS.

Figure 1-4

2. You can change the information in any window by highlighting it and making manual edits. 1. Click here to open the Modify

database properties window.

1-9 Environmental Data Management System

If you need to associate a database which is not listed in this frame, click on the “Link an existing EDMS project database not currently showing on pull-down menu” button. This database could be either on the local hard drive or on a network.

Laboratory Data Consultants, Inc.

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Introduction

1.3.3 Opening a Previously Created Database To open a previously created database, choose one from the pull-down menu shown in Figure 1-5 below. This will take you to the EDMS Main working Screen shown in Figure 1-6.

Figure 1-5 Click on a database from the pull-down

menu to open the EDMS Main Screen shown in Fig. 1-6.

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Introduction

1.4 EDMS MAIN SCREEN & IMPORT LABORATORY EDDS MODULE The EDMS Main Screen is shown below. EDMS always starts in this screen. This is also the screen used when importing laboratory EDDs into EDMS. See Chapter 3 for more details on this module.

Figure 1-6 EDMS Main Screen & Import Laboratory EDDs

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Introduction

1.5 FIELD INFORMATION MANAGEMENT MODULE The Field Data Management Main Menu gives you access to the tools necessary to manage the field information in the database. See Chapter 2 for more details about this module.

Figure 1-8 Field Data Management Module

1-12 Environmental Data Man

Click here to open the Field Information Management Screen.

agement System Laboratory Data Consultants, Inc.

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Introduction

1.6 PROJECT COMPLETION REPORTS MODULE The Project Completion Reports Main Menu gives you access to project completion and data qualification reports. See Chapter 4 for more details about this module.

Figure 1-9 Project Completion Reports Module

Click here to open the Project Completion Reports Main Menu.

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Introduction

1.7 COMPARISON REPORTS AND CUSTOM QUERY TOOL The Comparison Reports and Custom Query Main Menu gives you access to the tools to compare project data to preliminary remediation goals and maximum contamination limits, historical project data, QA splits, and to export subsets of data. See Chapter 5 for more details about this module.

Figure 1-10 Comparison Reports and Custom Query Tool Module

Click here to open the Comparison Reports and Custom Query Tool Main Menu.

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Introduction

1.8 QUALITY CONTROL SUMMARY REPORTS (QCSR) MODULE The QCSR Reports Main Menu gives you access to quality control summary reports. See Chapter 6 for more details about this module.

Figure 1-11 QCSR Reports Module

1-15 Environmental Data Manag

Click here to open the QCSR Reports Module.

ement System Laboratory Data Consultants, Inc.

Page 20: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

Introduction

1.9 MCL AND PRG LIBRARIES MODULE The MCL and PRG Libraries Main Menu gives you access to view and edit Reference Contamination Limit Libraries and Project Specific Contamination Limit Libraries. See Chapter 7 for more details about this module.

Figure 1-12 MCL and PRG Libraries Module

Click here to open the MCL and PRG Libraries Module.

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Introduction

1.10 HISTORICAL ASSESSMENT LIBRARIES MODULE The Historical Assessment Libraries Main Menu gives you access to view and edit Historical Assessment Libraries. You can also create, rename, or delete libraries from this screen as well as export and import historical libraries. See Chapter 8 for more details about this module.

Figure 1-13 Historical Assessment Libraries Module

Click here to open the Historical Assessment Libraries Module.

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Introduction

1.11 DATABASE MANAGEMENT MODULE The Historical Assessment Libraries Main Menu gives you access to view and edit Historical Assessment Libraries. You can also create, rename, or delete libraries from this screen as well as export and import historical libraries. See Chapter 9 for more details about this module.

Figure 1-14 Database Management Module

Click here to open the Database Management Module.

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Introduction

1.12 Outline of EDMS Process Consultant

1. Create the project library (e-qapp) using the Master Library, Most Probable DEP library, or another project.

2. Export the project library and send it to the laboratory for review, approval, and project use. Laboratory

3. Import the project library from consultant into ADR.

4. Analyze samples and generate ADR Laboratory Deliverable (EDD) via LIMS.

5. Import EDD into ADR.

6. Run EDD error check and correct and/or explain errors.

7. Export EDD and error report then send EDD to consultant. Consultant

8. Import EDD into ADR. 9. Print/review EDD error log/report.

10. Re-run error check against project library to confirm laboratory EDD error check.

11. Assign field QC in the EDD if applicable.

12. Run automated data review.

13. Review post data-review result on screen and/or reports. Make any necessary changes to data-review

qualifiers.

14. Export data-reviewed EDD and import into EDMS.

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Introduction

1.4.1 Laboratory EDMS Process for the Laboratory Results Deliverable

* it is highly recommended that any fixes or changes to the EDD occur in the laboratory LIMS rather than within ADR to ensure laboratory hardcopy reports match the EDD

Construct EDD according to ADR EDD Specifications

Import EDD into ADR

Errors Exist?

No Run EDD error check against project library

Review Error Log or Error Report

Yes Missing

Required Fields, SVL, or Critical

Errors?

Yes Fix*

No

Errors fixed or document why

errors not fixed?

Export EDD and Error Log from

ADR and deliver to client

Yes No

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Introduction

1-21 Environmental Data Management System Laboratory Data Consultants, Inc.

1.4.2 Consultant EDMS Process for the Laboratory Results Deliverable

Receive EDD from Lab

Rerun error check and compare EDD error findings

against lab error findings Import EDD into ADR Print EDD error report

Contact Lab, confirm project libraries match, if necessary have

lab resubmit EDD

Error check matches Lab

error findings?

No

Yes

Assign field QC if applicable

Run automated data-review

Review data-review qualifiers on screen or in reports

No Accept data review

qualifiers?

Edit data-review qualifiers and document edits

Yes

Print all applicable reports

Export data-reviewed EDD

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2.0 Field

Information Management

Module

Page 27: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

Field Information Management

2.1 FIELD INFORMATION MANAGEMENT The Field Data Management Main Menu gives you access to the tools necessary to manage the field information in the database. The data that you may manage from this screen are the following:

• Location and Survey Information

• Field Sample Information

• Field Parameter Measurements

The application allows you to input the field information in three ways. You can import electronic field data into the database from either a .csv (comma separated value) or Microsoft Excel file provided by the field personnel or you can add it manually from within the application. From this screen you can also view several reports that will help you manage the field information. These reports will summarize the samples that have been requested and samples that have received analytical results.

Figure 2-1 Field Information Management Main Screen

Click here to open the Field Information Management Main Menu.

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Field Information Management

2.2 IMPORTING FIELD DATA From the Main Menu, select whether to import field data via .csv file or MS Excel worksheet. For this example, we will import from the .csv file. The process is similar for the MS Excel worksheet. Click the Upload via .csv file button to initiate import process. Type the path and filename or click browse to search for appropriate file. Once you have found the file to upload select it and click the Import Field EDD button. A message window will let you know that the import has been successful (See Fig. 2-2).

Figure 2-2 1. Click here to initiate field data import process. In this example, we are importing via .csv file.

.2. Type in a path and filename in the window or click on Browse to select a path.

2-2 Environmental Data Management System Laboratory

3. Click here to import data

Data Consultants, Inc.

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Field Information Management

2.3 MANUALLY ADD, MODIFY, OR DELETE EDMS also allows you to manually add, edit, or delete field information in report format (see Fig. 2-7).

Figure 2-7 1. Click here to edit the Field Data.

2. Select the field information you would like to add, edit, or delete.

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Page 30: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

Field Information Management

2.3.1 Location and Survey Information From this screen you may add a new location, add or modify information in an existing location, or delete a location. To add a Location Name click on the Add a New Location Name button and a pop-up box will open prompting you for the new location name. To modify an existing location name click on the Modify a Location Name button and a pop-up box will open prompting you to select the Location Name to change and the New Location Name. To delete a location from the database, click on the Delete a Location Name button and a pop-up box will open prompting you to select the Location Name to delete. This screen allows you to view/modify location coordinates and elevation data.

Figure 2-9 Select the location that you want

to add/modify information in or delete information from.

Click here to add a new location to the database.

Click here to modify the name of an existing location in the database.

Click here to delete the name of an existing location in the database.

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Field Information Management

2.3.2 Field Sample Information From this screen you may add or modify information in an existing sample, or add a sample to the database. You may narrow your search through the samples in a database by filtering on a specific sample ID, a specific sampling date, or by location. To add or modify information for a sample, simply place your cursor in the data entry field of interest and add/modify the information. To add a sample, scroll down to the bottom of the screen or click the new record button. To add a sample you must fill in the yellow highlighted fields, and if you want this new sample to be associated to a location you must fill that in as well. To delete sample information, highlight the sample and then click on the Delete Field Sample Information button at the bottom of the screen.

Figure 2-10

1. Filter by Sample/Collection Date or by Location Name

2. Fill in all pertinent information. You must fill in the Client Sample ID and the Collection Date/Time. If this sample is to be associated to a location, you must fill in the Location Name.

3. To delete a sample record, highlight the sample to be deleted, then click here.

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Field Information Management

2.3.3 Request for Analysis by Chain-of-Custody From this screen, you can view/modify request for analysis information filtered by Chain-of- Custody ID. First, select the Chain-of-Custody ID you want to modify from the pull-down menu at the top right of the screen. This will display a pop-up window below with information about the Chain-of-Custody ID selected. Highlight the field you want to change and make corrections. To add a new Chain-of-Custody, click on the Add New Chain-of-Custody button at the bottom of the screen. This will display a pop-up window. Fill in the fields and click on the Add button to complete the process.

Figure 2-11 2 Highlight the field you wish to

modify and make corrections.

3N(

4t

2-6 Environmental Data Management System Lab

1. Click here to select a Chain-of-Custody ID from the pull-down

. Click here to open the Add ew Shipping Batch Window

shown below).

. Enter the information here, hen click on Add.

oratory Data Consultants, Inc.

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Field Information Management

2.3.4 Request for Analysis by Field Sample ID This screen will allow you to view/modify request for analysis information filtered either by Field Sample ID or Collection Date/Time. Filter results by either measurement date or by sample location. Highlight the information to modify, then type in modifications.

Figure 2-12 1. Filter by Client Sample ID or Collection Date/Time.

2 Highlight the field you wish to modify and make corrections.

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Field Information Management

2.3.5 Field Parameter Measurements This screen will allow you to view/modify field parameter measurements for samples collected at a given date and time. Filter results by either measurement date or by sample location. Highlight the information to modify, then type in modifications.

Figure 2-13

1. Filter by Measurement Date or Sample Location and select associated parameter.

2. Highlight the record to be changed, then type in modifications.

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Field Information Management

2.3.6 Water Level Measurements This screen will allow you to view/modify water level measurements for locations at a given date and time. Filter results by sample location. Highlight the information to modify, then type in modifications.

Figure 2-14

1. Filter by Sample Location.

2. Highlight the record to be changed, then type in modifications.

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Field Information Management

2.4 SAMPLE MANAGEMENT TOOL To access the Sample Management Tools, click on the View Sample Management Tool button in the Field Information Management screen. Three tools are available from this menu: Comparison of Field, Lab Receipt and EDD Deliverable, Late EDD Deliverable based on Lab Receipt date, and Samples with Lab Receipt waiting for Lab EDD. The three tools are discussed in more detail in the following sections.

Figure 2-13 1. Click here to open the

Sample Management Tool screen.

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Field Information Management

2.4.1 Comparison of Field, Lab Receipt and EDD Deliverable This tool compares the Field Deliverable, Lab Receipt Deliverable and EDD Deliverables. This is a powerful project management tool which allows you to start with a set of samples that have been collected in the field and see which of those samples have been received by the lab and which of the received samples have been analyzed and results reported. Begin by selecting this comparison tool from the list in Step 1 in the Sample Management Tool screen. Next select the contents of the report, i.e. which parameters to compare from the Select report contents box on the upper right portion of the screen. Next, select the lab or labs and project IDs to run the comparison on (see Fig. 2-14). Click the Next button to bring up the Step 3 screen (Fig. 2-15) where you will select the shipping batch IDs, lab reporting batch(es) and client sample IDs. You can further refine the search by choosing a date range for the lab receipt portion. Finally, select between Print Preview Report or View Query to choose between displaying the results in either report format or Access database format. Click on Run to display the results. The process outlined above is further detailed in Figures 2-14, 2-15 and 2-16 on the following pages.

Figure 2-14

1. Select which comparison to run here. 2. Select the parameters for the report here.

3. Select the lab(s) and project(s) for the query here.

4. Click Next to select more parameters for

your query. This will open up a new screen (see Fig 2-15).

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Field Information Management

Figure 2-15

Sample Management Tool Screen

1. Select Shipping Batch IDs, lab reporting batch and

client sample IDs to be compared. In this example, the Select All button was used in each category.

3. Choose between Access database format (View Query) and report format (Print Preview Report) for viewing the comparison results.

4. Click on Run to run the comparison and display the results (see Fig. 2-16).

2. You can narrow your comparison by selecting a specific date range here for the Lab receipt.

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Field Information Management

Figure 2-16 Comparison of Field, Lab Receipt and Lab EDD Example Report

2.4.2 Late Lab EDD Based on Lab Receipt Date This tool allows the user to evaluate whether the lab exceeded the specified turnaround time for preparing the lab EDD based upon the lab receipt date. From the Sample Management Tool screen, select the Late Lab EDD Based on Lab Receipt Date option in the Step 1 box. This will cause a pop-up to appear where the user enters the number of days to use in evaluating whether or not the deliverable is late (see Fig. 2-17). After this selection is made , the remaining selections are made exactly as described is Figures 2-14 and 2-15 above. Next, select the lab or labs and project IDs to run the comparison on. Click the Next button to bring up the Step 3 screen where you will select the shipping batch IDs, lab reporting batch(es) and client sample IDs. You can further refine the search by choosing a date range for the lab receipt portion. Finally, select between Print Preview Report or View Query to choose between displaying the results in either report format or Access database format. Click on Run to display the results. An example report is shown in Figure 2-18.

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Field Information Management

Figure 2-17

1. Select Late Lab EDD Based on Lab Receipt

Date from the list in Step 1. 2. This window will appear. Enter the number of days to use for your lateness criteria. 14 days was chosen for this example.

3. Make the appropriate selections here. For this

example, the Select All option was used for both Lab IDs and Project List. After clicking on Next, proceed as described above in Fig. 2-15.

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Field Information Management

Figure 2-18

Late Lab EDD Based on Lab Receipt Date Example Report 2.4.3 Samples With Lab Receipt Waiting for Lab EDD This tool allows the user to evaluate which samples the lab has received but has not yet sent the Laboratory Data Report EDD for. From the Sample Management Tool screen, select the Samples With Lab Receipt Waiting for Lab EDD option in the Step 1 box. This will cause a pop-up to appear where the user enters the number of days used as criteria to assess lateness (see Fig. 2-19). After this selection is made, the remaining selections are again made exactly as described is Figures 2-14 and 2-15 above. Next, select the lab or labs and project IDs to run the comparison on. Click the Next button to bring up the Step 3 screen where you will select the shipping batch IDs, lab reporting batch(es) and client sample IDs. You can further refine the search by choosing a date range for the lab receipt portion. Finally, select between Print Preview Report or View Query to choose between displaying the results in either report format or Access database format. Click on Run to display the results. An example report is shown in Figure 2-20.

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Field Information Management

Figure 2-19

2. This window will appear. Enter the number of days to use for your lateness criteria. 14 days was chosen for this example.

1. Select Samples with Lab Receipt waiting for Lab EDD from the list in Step 1.

3. Make the appropriate selections here. For this example, the Select All option was used for both Lab IDs and Project List. After clicking on Next, proceed as described above in Fig. 2-15.

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Field Information Management

2-17 Environmental Data Management System Laboratory Data Consultants, Inc.

Figure 2-20 Samples With Lab Receipt Waiting for Lab EDD Sample Report

Use these buttons to navigate through the report pages. To print the report, click on the printer icon in the print preview toolbar.

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3.0 Import

Laboratory EDDs

Module

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Import Reviewed EDDs

3.1 IMPORT REVIEWED EDDS The EDD Import Main Menu allows you to import laboratory analytical results into the project database, and to manage duplicate incoming records. When analytical results are first imported into the application they are first placed into temporary tables to assess duplicate records. This application works in conjunction with the data review software. Before an EDD can be imported into EDMS it first needs to be run through data review. From this screen you can view the analytical results and sample information in table format before you append the new information into the database. From the Main Menu click the Import ADR/ADaPT Reviewed EDDs button.

Figure 3-1

Click here to open the EDD Import Main Menu

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Import Reviewed EDDs

3.2 STEP 1: IMPORT LABORATORY EDDS INTO TEMPORARY TABLES From the Main Menu click the Browse button to open the Windows Explorer that will allow you to navigate to the EDD you want to import. Navigate to the EDD you want to upload and highlight it by clicking on it (Note: The EDD will consist of five text files. You need only select one and the software will recognize the remaining files). Click the Open button to place the pathway of the EDD in the white textbox in the Step 1 box. Click the Import EDD button to upload the EDD, a message box will appear notifying you that the import has been successful. To upload more than one EDD repeat the process.

Figure 3-2 1. Select the option to delete or combine previously

imported EDD in this session with the new EDD. 2. Click here to navigate to the EDD

3. Click here to import the EDD into the temporary tables. Repeat 1-3 to import multiple EDDs during the same session.

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Import Reviewed EDDs

3.3 STEP 2: ASSESS AND MANAGE DUPLICATE RECORDS EDMS will not allow duplicate records to be appended into the database. Duplicate records may come from two sources, records that already exist in the database and/or records that exist in two or more of the EDD in the temporary tables. From this screen you may select duplicate records to delete that exist in the incoming EDD (to delete records that already exist in the database and replace them with incoming records refer to chapter 9 of this manual).

Figure 3-3

1a. Click here to view a list of SDGs in the temporary tables.

3a. Click here to view duplicate records that exist between the EDDs that are to be imported.

4. Click here to open the Delete Duplicrecords in temporary tables screen.

3-3 Environmental Data Management System

1b. Click here to view a list of SDGs in the database.

2. Click either of these buttons to review the data in the corresponding temporary table.

3b. Click here to view duplicate records that exist between the incoming EDDs and the project database.

ate

5. Select the EDD that contains the duplicate records you need to delete from the drop down menu and then click the Delete duplicates button. A pop-up window will ask you to confirm your selection

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Import Reviewed EDDs

3-4 Environmental Data Management System Laboratory Data Consultants, Inc.

3.4 STEP 3: APPEND RECORDS FROM TEMP TABLES INTO PROJECT DATABASE The final step in the import process is to click the Append Imported EDDs into Project Database button. If at this point duplicate records still exist within the temporary tables or between the temporary tables and the project database then EDMS will simply not append these to the project database.

Figure 3-4

Click here to append the EDD data contained in the temporary tables to the project database.

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4.0 Project

Completion Reports Module

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Project Completion Reports

4.1 PROJECT COMPLETION REPORTS The Project Completion Reports Main Menu gives you access project completion and data qualification reports. The reports that you may view are:

• Analytical Completeness

• Technical Completeness

• Field Sampling Completeness

• Contract Compliance Completeness

• Data Qualification Summary

Figure 4-1

Click here to open the Project Completion Reports Main Menu

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Project Completion Reports

4.1.1 COMPLETENESS REPORT DEFINITIONS

Definitions of Completeness Reports Analytical Completeness Report: A report indicating the percentage of reported results that were not qualified during data review.

Number of Unqualified Results Percent Completeness = ------------------------------------------ * 100 %

Number of Reported Results

Technical Completeness Report:

A report indicating the percentage of reported results that were not rejected. Number of Useable Results Percent Completeness = --------------------------------------- * 100 % Number of Reported Results

[ Useable results may be qualified but not Rejected data ]

Field Sampling Completeness Report:

A report indicating the percentage of the number of samples collected compared to the number of planned samples (number of samples projected to be collected). Entry of the Number of Planned Samples is required. Number of Samples Collected Field Sampling Completeness Percentage = ------------------------------------------- * 100 %

Number of Planned Samples Contract Compliance Completeness Report:

A report indicating the percentage of contract compliant results compared to the total number of reported results, where contract compliant results are those that are unqualified or those in which the LCS was within limits even though the MS/MSD or the surrogate exceeded criteria.

Total Number of Results- Number of Qualified Percent Completeness Report = ---------------------------------------------------------------- *100

Total Number of Results Data Qualification Report: A report identifying all samples and analytes that were qualified during the data review process.

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Project Completion Reports

4.2 STEP 1: SELECT REPORT TITLE First select the report you would like to view.

Figure 4-2

1. Use this drop down menu to select the report you want to view.

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Project Completion Reports

4.3 STEP 2: SELECT PROJECT TO PROCESS Select the project(s) that you would like to include in the report calculations.

Figure 4-3

1. Select the projects that contain the data you would like to include in your calculations. You may also use the Select All button to select all projects listed.

2. Click the Next button to proceed to the next screen.

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Project Completion Reports

4.4 STEP 3: SELECT LAB REPORTING BATCHES Select the lab reporting batch(es) to include in your report. Click on Select All to select all batches listed.

Figure 4-4 1. Select the lab batches that contain the data you would like to include in your

calculations. You may also use the Select All button to select all batches listed.

2. Click the Next button to proceed to the next screen.

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Project Completion Reports

4.5 STEP 4: SELECT SCOPE OF REPORT Select the scope of the information that you would like to include in your report. First, select the method(s) to include in the report and, if you wish, you may also choose to narrow your selection by choosing a specific date range. Next, select the data qualification range (this step is only applicable if the Data Qualification Summary report was selected). Finally, select between Run Query (Access database format) and Preview Report (standard report format) depending on how you wish to view the results.

Figure 4-5

1. Choose the method(s) to include in your report.

2. Select a date range to narrow the scope of the report if desired.

3. Select data qualification range (only applicable for data qualification reports).

4. Select report format. See Fig. 4-6 for an example report.

5. Click on Run to run the query.

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Project Completion Reports

Figure 4-6 Example Data Qualification Report

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5.0 Comparison Reports and

Custom Query

Module

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Comparison Reports and Custom Query Tool

5.1 COMPARISON REPORTS AND CUSTOM QUERY TOOL The Comparison Reports and Custom Query Main Menu gives you access to the tools to compare project data to preliminary remediation goals and maximum contamination limits, historical project data, QA splits, and to export subsets of data. The tools available from this menu are:

• Compare primary results against QA split results

• Review data against Preliminary Remediation Goals and Maximum Contamination

Limits

• Review data against Project Specific Remediation Goals

• Review data against historical data (e.g., long-term monitoring)

• View and Export subsets of laboratory data from the project database

• View and export subsets of field data and survey information

Figure 5-1

Click here to open the Comparison Reports and Custom Query Main Menu

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Comparison Reports and Custom Query Tool

5.2 PRIMARY AND QA SPLIT SAMPLES From the Main Menu click the Primary and QA Split Samples button to open the Primary and QA Split screen. Highlight the QA split sample pairs you wish process. To select multiple pairs, hold down the CTRL while clicking on multiple pairs. If the samples you wish to process are not shown on this screen, or there are errors in the split pairs shown, return to the Main Menu and click on the Add, Modify, Delete QA Split Sample Pairs button before proceeding. See Section 5.2.1 for more discussion regarding this option.

Figure 5-2a

4. USSchSch

1. Click here to open the Primary and QA Split screen.

2. Select the sample pairs you want to review here.

3. Click here to continue. This will open the pop-up window shown below.

Choose either the ACE Cold Region eme or the RPD eme.

5. Enter the outlier RPD criteria here. Default is 50 for waters and 100 for soils.

6. Click here to process the comparison.

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Once the QA Split comparison has been processed you will have two new buttons available to you. You may review the split sample report in two formats. Both are viewable in the screen but one of them is specially formatted to be printed.

Figure 5-2b

Click here to print preview the QA split comparison report.

Click here to review the QA split comparison results on screen.

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Comparison Reports and Custom Query Tool

5.2.1 Add, Modify, Delete QA Split Sample Pairs If the samples you wish to process are not shown on this screen, or there are errors in the split pairs association shown, return to the Main Menu and click on the Add, Modify, Delete QA Split Sample Pairs button on the Comparison Reports and Custom Query Main Menu screen. This will open up a pop-up window which will allow you to edit the QA Split Pairs. When finished with your edits, click on the Run QA Split Sample Comparison button in the lower right portion of the screen, and proceed as described in section 5.2 above.

Figure 5-3

Clicking on any of these cells or on the pull down menu arrow, will allow you to make edits to the sample chosen or add a new sample on an empty line.

Click here to open a pull-down menu to select other samples from.

Click here when your edits are complete to run the comparison as described in Fig. 5-2a and Fig. 5-2b.

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Comparison Reports and Custom Query Tool

5.3 PRELIMINARY REMEDIATION GOALS AND MAXIMUM CONTAMINATION LIMITS From the Main Menu click the Preliminary Remediation Goals and Maximum Contamination Limits button to open the Comparison of Field Sample Results versus PRG and MCL Data screen. 5.3.1 Step 1: Project Selection

Figure 5-4

1. Click here to open the Samples vs. PRG and MCL Comparison screen.

2. Select the project(s) that contain the data that you want to compare. You may select one or more projects by clicking the individual check boxes or select/clear all by using the buttons to the bottom left.

3. Click here to go to the next step in the process.

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5.3.2 Steps 2 & 3: Sample Range Selection From this screen you may select samples to review by specifying the Field Sample ID or by specifying Lab Reporting Batches, Methods, and optionally, a Date Range.

Figure 5-5 1. Based on the selection you make here, you

will see one of the two screens below.

OR

2a. Select Lab Reporting Batches, Methods, and optionaly, Date Range of Samples to include.

2b. Select Sample ID’s to include.

3. Click Next to proceed.

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Comparison Reports and Custom Query Tool

5.3.4 Step 4: Select Libraries to review data against From this screen you may select the libraries you want to use to review your data. The upper half of the screen contains the Reference Preliminary Remediation Goal and Maximum Contamination Limit libraries, and the lower half of the screen contains the Project Specific Contamination Limit libraries that are created by the user (see chapter 7 of this manual).

Figure 5-5a

1. Select the libraries to use to review data.

To deselect any of the libraries, press the Ctrl key and click on the line with the left mouse button.

2. Click here to run

the Contamination Limits Comparison.

3. When the comparison is complete, this window will pop-up, Click OK to return to the menu and select viewing options for the report (See Figs 5-5b through 5-5f).

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5.3.5 Step 5: View Results Results can be viewed in a variety of formats. See Figures 5-5b through 5-5f for details on each viewing option.

Figure 5-5b

Click here to view results in Access database Cross Tab format.

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Comparison Reports and Custom Query Tool

Figure 5-5c

Click here to view results sorted by Field sample ID.

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Comparison Reports and Custom Query Tool

Figure 5-5d

Click here to view only those results that exceed the limits in the selected libraries.

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Comparison Reports and Custom Query Tool

Figure 5-5e

Click here to view all results in Access database format.

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Comparison Reports and Custom Query Tool

Figure 5-5f

Click here to view all results in printable Report Format.

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Comparison Reports and Custom Query Tool

5.4 HISTORICAL DATA ASSESSMENT This feature of the software allows you to select a subset of data from the project database and compare the results with historical results from the same locations. To begin, click on the Historical Data Assessment button in the Comparison Reports and Custom Query Tool main menu screen. To create a new historical assessment, select from the three options described in Step 2 of Fig. 5-6a below, then select the project(s) to be evaluated as described in Step 3 of Fig. 5-6a. See Fig. 5-6b and 5-6c for running a previously created assessment or a group assessment.

Figure 5-6a

1. Click here to open the Historical Data Assessment Screen.

4. Click the Next button to proceed (see Fig. 5-7).

3. Select the project(s) you wish to assess from this window. Alternatively, you may use the Select All and Clear All buttons.

2. Select between a new assessment, running a previously saved assessment or running a group assessment. For this example, we will be creating a new assessment. See Fig. 5-6b and 5-6c for discussion of the other options.

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Figure 5-6b Running a Previously Saved Historical Assessment

Figure 5-6c Running a Group Historical Assessment

2. Choose one of the saved assessments that appear in this window.

4. Click here if you wish to delete the group selected in Step 2.

3. Click this button to preview a report listing the details (sample locations, description, and associated historical libraries) of the group selected in Step 2.

3. After making your choice in Step 2, you may choose to view the details of the assessment or to delete the assessment by clicking the appropriate button(s) here.

4. Click here to run the assessment.

Proceed as described in Figure 5.11.

Proceed as described in Figure 5.11.

5. Click here to run the assessment.

1. Click here to run a previously saved historical assessment.

1. Click here to run a group historical assessment.

2. Click here to select a previously created group(s), or click the Create a Group button and follow the prompts to create a new group

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Comparison Reports and Custom Query Tool

5.4.1 Step 2: Select a Data Source The next step in creating a new historical assessment is to choose between assessing only laboratory information or both lab and field data (e.g. water level measurements, etc.) for your assessment. Click on the appropriate choice and click on Next to proceed as described below in Figure 5-7.

Figure 5-7

1. Select either lab only or lab and field data both to be included in your assessment.

2. Click Next to proceed (See Fig. 5-8).

Proceed as described in Figure 5.8.

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Comparison Reports and Custom Query Tool

5.4.2 Step 3: Choose the Samples for the Assessment Select one or more samples to be assessed from the list that appears after clicking on Next in Figure 5-7. Samples can be further filtered by collection date interval if desired (see Figure 5-8).

Figure 5-8

1. Select filter options here. Samples will be sorted in the main window on the left per the choice you make here.

2. Select the sample(s) to be assessed in this window or alternatively, use the Select All and Clear All buttons below.

3. Samples can be further filtered by selecting a specific sampling date range here

Proceed as described in Figure 5.9.

4. Click on Next to proceed (see Fig. 5-9)

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Comparison Reports and Custom Query Tool

5.4.3 Step 4: Select Methods and Analytes to Include

Figure 5-9

1. Select the analytical method(s) and analyte(s) within the selected method(s) to be assessed in this window or alternatively, use the Select All and Clear All buttons below.

2. After selecting the method(s) in Step 1, individual analytes to be selected can be filtered by either analyte name or CAS number.

Proceed as

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3. Click on Next to proceed (see Fig. 5-10)

described in Figure 5.10.

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Comparison Reports and Custom Query Tool

5.4.4 Step 5: Select Historical Data Assessment Reference Finally, select from the list of available reference libraries to use as your comparison reference. Note that only one reference can be selected at a time. If you wish to compare against more than one historical library, you must repeat Steps 1-4 as outlined above.

Figure 5-10 1. Select the historical assessment library to

use for your comparison. Note that only one can be selected here as only one comparison can be run at a time..

3. Click here to run the assessment. The pop-up window shown below will appear when the comparison is complete. Click on OK to view results.

4. Click on OK to view results. See Fig5-11 for more details on viewing results.

2. Click here if you wish to save this assessment to be re-run at a later date. Follow the prompts to name your new assessment.

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5.4.5 Step 6: View Historical Assessment Results After running the assessment(s) as described in the previous sections, click on the View/Print Results button to display the pop-up window shown in Figure 5-11 below. From the pop-up window, choose one of the four report options listed. You can choose to view all the selected analytes, view analytes outside the historical limits only, view analytes within the historical limits only, or view analytes not evaluated due to errors only. Next choose to either view the results onscreen in database format (View on Screen button), print preview the results in report format (Print Preview button), or simply print the report without previewing (Print button). Example reports of both formats are shown in Figures 5-12 and 5-13.

Figure 5-11 4. Click on OK to view results. See Fig5-11 for more details on viewing results.

4. Click on OK to view results. See Fig5-11 for more details on viewing results.

1. Click here to open the report options window shown in the inset at left.

2. Choose one of the four report options shown here.

4. Click Print Preview to view results in Report format (see Fig 5-13).

5. Click Print to print results in Report format without previewing.

3. Click View on

Screen to view results in Access database format (see Fig. 5-12).

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Figure 5-12 View on Screen Example Report

Figure 5-13 Print Preview Example Report

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5.5 CREATE CUSTOM QUERY This feature of the software allows you to select a subset of data from the project database and view it as an Access table with the option of using the Access tools to convert it into an Excel Spreadsheet or Word document. 5.5.1 STEP 1: Select Scope of data to include in query

Figure 5-14

1. Click here to open the Custom Query builder. Queries can be built for either Lab and Survey information or Field Measurements and Survey Information. We will choose Lab and Survey Info for our example.

2. Select the scope of data you would like to include in you query.

4. Click Next to proceed to Step 2.

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3. If you have a query that was created previously and you saved it to run again, select this lower option.

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5.5.2 STEPS 2 & 3: Select Scope of data to include in query From this screen you may specify which projects and field samples to include.

Figure 5-15

Specify projects and samples to include in query.

Click on Next to proceed to Step 4.

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Comparison Reports and Custom Query Tool

5.5.3 STEPS 4&5 Select methods and analytes to include in the query From this screen, you may specify which analytical methods and analytes to include in your query.

Figure 5-16 1. Select the analytical

methods to include here. 2. Select the analytes to include here.

Click on Next to proceed to Step 6.

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Comparison Reports and Custom Query Tool

5.5.4 STEP 6: Select, sample type, results, validation qualifier and sample collection date range options to include in the query This screen allows you to specify sample type (field QC, normal, MS/MSD or all), result options (detects/non-detects), validation qualifier options (all or subset of qualified results) and sample collection date range for your query.

Figure 5-17

1. Select Sample Type here. 2. Specify result options here. 3. Specify qualifier options here.

4. Specify date range here if desired

Click Next to proceed to Step 7.

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Comparison Reports and Custom Query Tool

5.5.5 STEP 7: Select Fields and Sort Criteria Select the fields you would like to include in your query.

Figure 5-18

1. Select the field(s) you would like to include by double-clicking it or highlighting the field and then clicking the single arrow pointing to the right. (if you make a mistake start on the right hand side and work left)

3. If you would like the data to be sorted you

may select up to three fields to sort by here.

4. Select Yes or No for distinct query.

2. Alternatively, you may click here to select all fields. Choosing this option will override any choices you may have made in Step 1.

6. Click here to run the query.

Go to Figure 5-19

5-25 Environmental Data Management System L

5. Click here if you wish to save the query. A pop-up window will appear to ask you for a name and a description to save the query under

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Comparison Reports and Custom Query Tool

Figure 5-19

This screen appears after clicking on Run Query. To merge this into an excel or Word document, click on Tools, then Office Links, then Merge it with MS Word or Analyze it with MS Excel. This will open the Query in either MS Word or MS Excel.

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Comparison Reports and Custom Query Tool

5.6 PLOT CONCENTRATION FUNCTION This function allows you to graphically display concentration changes over time. For example, this is very useful when tracking contaminant levels in a monitoring well over time. We will use the data selected for the custom query in section 5.4 for an example, picking up at Figure 5-18. of the samples previously selected

Figure 5-20

1. Click here to plot the concentration of the samples and analytes previously selected in Figures 5-14 through 5-18.

The legend below lists the colors representing the different compounds displayed. The axes of the chart are concentration (y) versus time (x). See Fig. 5-20 for further display options.

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Comparison Reports and Custom Query Tool

Figure 5-21

The plot now displays only those compounds checked above in the pull-down menu.

5-28 Environmental Data Management System Labor

1. Click here to open a pull-down menu allowing you to select or de-select compounds displayed on the plot. In this example, we have de-selected 1,1-DCE and TCE. Click OK when finished. The same process can be repeated for Sample Date by clicking on the arrow at the loweleft corner of the

r plot.

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Comparison Reports and Custom Query Tool

5.7 PIVOT TABLE FUNCTION The same data which is displayed graphically in Figures 5-19 and 5-20 can also be displayed in tabular format by using the Pivot Table function. To do this, click on the Pivot Table button.

Figure 5-22

1. Click here to display the data plotted in Figures 5-20 and 5-21 in tabular format

In this format, the data is displayed in a series of tables listed chronologically by sampling date. See Figure 5-22 for more display options.

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Comparison Reports and Custom Query Tool

Figure 5-23

Clicking on any of these arrows will display a pop-up window where you can make modifications to what is displayed. You can choose to change the compounds displayed in the table, the results displayed, qualifiers, sampling dates, lab method, units, etc.

From the pull-down menu, make any modifications by selecting or deselecting the boxes exactly as shown in Fig 5-20. After clicking on OK, the display will be updated to reflect your changes.

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Comparison Reports and Custom Query Tool

5.8 CROSSTAB REPORTS The same data which is displayed graphically in Figures 5-23 can also be displayed in a cross-tab report. To do this, click on the Cross Tab Reports button. (For this function to be available you must select the scope that includes field information in step 1 found in section 5.5.1 of this manual.)

Figure 5-24

1. Click here to open the Cross-tab menu below.

2. Select the cross tab report you would like to view.

4. Click on Run Report

3. You may give a descriptive header to the report.

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Comparison Reports and Custom Query Tool

Figure 5-25

Sample Cross-tab report

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6.0 QCSR

Reports Module

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QCSR Reports

6.1 QUALITY CONTROL SUMMARY REPORTS (QCSR) The QCSR Reports Main Menu gives you access quality control summary reports. The reports that you may view are:

• Reason Codes

• Sample Cross Reference

• Primary and Field QC Sample Count

• Detected Results

• Overall Qualified Results

Figure 6-1

Click here to open the QCSR Reports Main Menu

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QCSR Reports

6.2 STEP 1: SELECT SAMPLE DELIVERY GROUPS TO INCLUDE Select the sample delivery groups that contain the data you would like to include in your reports.

Figure 6-2

2. Select Report Type. Both report types are the identical in format except for the header.

1. Select individual SDGs by clicking on a line or you may use the Select All / Clear All buttons (Select All was chosen for this example, you may also use the Ctrl or Shift keys to select any combonation)

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QCSR Reports

6.3 STEP 2: SELECT REPORTS TO VIEW

Figure 6-3

Select reports to view. For the Reason Codes report you may select to generate and save the Reason Code table as an Excel File.

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QCSR Reports

6.4 STEP 3: SELECT VIEW OR PRINT OPTION Select between print preview or print without previewing.

Figure 6-4

Select to preview on screen or print reports to printer.

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QCSR Reports

6.5 STEP 4: EDIT SAMPLE QC LEVEL AND RUN REPORTS

Figure 6-5

Click the Preview Report(s) button to view or print reports.

If you select to edit the Sample QC level the Edit QC Level pop-up window will appear.

Highlight and

Edit QC Level

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QCSR Reports

6.6 EXAMPLE REPORTS

Figure 6-6

Reasons for Qualified Results Report

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QCSR Reports

Figure 6-7 Sample Cross Reference Table

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QCSR Reports

Figure 6-8 Primary and Field QC Report

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QCSR Reports

Figure 6-9 Detected Results Report

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QCSR Reports

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Figure 6-10 Overall Qualified Results Report

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7.0 MCL and

PRG Libraries Module

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Libraries

7.1 MCL AND PRG LIBRARIES The MCL and PRG Libraries Main Menu gives you access to view and edit REFERENCE Contamination Limit Libraries and PROJECT SPECIFIC Contamination Limit Libraries. You can also create, rename, or delete libraries from this screen as well as export and import reference libraries.

Figure 7-1

Click here to open the MCL/PRG Libraries Main Menu

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Libraries

7.2 VIEWING LIBRARIES To view one or more libraries, highlight the library(s) and click the button.

Figure 7-2 2. Click View

Tagged Libraries button.

1. Highlight the library you would like to view. If you wish to deselect any library, Hold down the Ctrl key while left-clicking the mouse on the library you want to deselect

3. The selected library will appear in a pop-up window.

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Libraries

7.3 MODIFY AN EXISTING LIBRARY From this screen, you may add, delete or modify an analyte or its concentration limit in an existing library.

Figure 7-3

2. Click here to select an existing library from the pull-down menu.

3. Highlight any of the cells to make edits.

7-3 Environmental Data Management System Laboratory Data Consul

1. Click here to open the Add, Modify, Delete ContaminationLimit Screen

5. Click on Close when your edits are completed.

4. Click here to print a copy of the contamination limits if desired.

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Libraries

7.4 DELETING LIBRARIES When deleting a library from the database the application will ask you to confirm the deletion.

Figure 7-4

1. Click here to open the Delete Contamination Limits Library screen.

2. Select the library you would like to delete.

3. Click the DELETE Library! button. A pop-up window will appear asking you to confirm the deletion.

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Libraries

7.5 RENAMING LIBRARIES The rename library function allows you to modify the name of a library and/or the description for a library.

Figure 7-5

1. Click here to open the Rename Contamination Limits Library screen.

2. Select the library you would like to rename.

3. Highlight and edit the fields you would like to change.

4. Click the RENAME Library! button to complete the renaming process. A pop-up window will confirm that you would like to edit this information.

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Libraries

7.6 CREATE A NEW LIBRARY

This feature allows you to create a new MCL reference library, or create a project specific Remediation Goal library.

Figure 7-6

1. Click here to open the Create New Library screen.

7-6

4. Select analytes you want to include in the new library.

5. Clicto inclthe coin the

6. Click here to create new library. A pop-up window will appear confirming the successful creation of the new library.

Environmental Data Management System Laboratory Data Consultants

2. Enter new library information here.

3. Select the library you want to copy values from.

k here to choose ude or not include ntamination limits parent library.

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Libraries

7.7 EXPORT LIBRARY TO A TEXT FILE This feature allows you to export any of the libraries as a comma delimited text file.

Figure 7-7

1. Click here to open the export library screen

2. Select the library to be exported

3. Click here to export the library. A pop-up window will open where you will select the path to export to.

4. Select the path above and change the filename below if desired.

5. Click on Save to complete the process. The pop-up window shown below will appear to confirm the successful export.

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Libraries

7.8 IMPORT LIBRARY FROM A TEXT FILE This feature allows you to import a previously created library in the form of a comma delimited text file.

Figure 7-8

1. Click here to open the import library screen

2. Select the library you

wish to import, then click the Open button below. A pop-up window will confirm a successful import

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Libraries

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7.9 IMPORT CONTAMINATION LIMITS VIA EXCEL SPREADSHEET This feature allows you to import a set of contamination limits in the form of an excel spreadsheet. Once imported, the limits will be appended to the existing database.

Figure 7-9 1. Click here to

open the import limits screen

2. Select the spreadsheet you wish to import, then click the Open button belowA pop-up window will confirm a successf

.

ul import

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8.0 Historical

Assessment Libraries Module

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Libraries

8.1 HISTORICAL ASSESSMENT LIBRARIES The Historical Assessment Libraries Main Menu gives you access to view and edit Historical Assessment Libraries. You can also create, rename, or delete libraries from this screen as well as export and import historical libraries.

Figure 8-1

Click here to open the Historical Assessment Libraries Main Menu

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Libraries

8.2 VIEWING LIBRARIES To view one or more libraries select the check box next to the library and click the button.

Figure 8-2 1. Highlight the library

you would like to view.

2. Click the View Library button.

3. The selected library will appear in a pop-up window.

Click here to print the library.

Click here to return to the Main Menu.

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Libraries

8.3 MODIFY AN EXISTING LIBRARY From this screen, you may add, delete or modify an analyte or its historical limits in an existing library.

Figure 8-3

3. Highlight any of the cells to make edits.

8-3 Environmental Data Management System Laboratory Data Consul

1. Click here to open the Add/Modify, Historical Limit Values Screen

5. Click on Close when your edits are completed.

4. Click here to print a copy of the contamination limits if desired.

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Libraries

8.4 DELETING LIBRARIES When deleting a library from the database the application will ask you to confirm the deletion.

Figure 8-4

1. Select the library you would like to delete.

2. Click here to open the Delete Contamination Limits Library screen.

3. Click the Delete button. The pop-up window shown at left will appear asking you to confirm the deletion.

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Libraries

8.5 RENAMING LIBRARIES The rename library function allows you to modify the name of a library and/or the description for a library.

Figure 8-5

1. Select the library you would like to rename.

2. Click here to open the Rename Historical Assessment Library screen.

4. Click the Rename button to complete the renaming process.

3. Enter the new name for your library here.

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Libraries

8.6 CREATE A NEW LIBRARY

This feature allows you to create a new Historical Assessment library.

Figure 8-6 1. Click here to open the

Create New Historical Assessment Library screen.

2. Enter new library information here. 3. If you wish to associate an

existing project number or project name with this library, make your selections from the pull-down menus here.

4. Click here to create new library. The pop-up window shown below at left will appear confirming the successful creation of the new library. The new library must b e populated with analytes before it can be used. See Section 8.7 for instructions for adding analytes to a library.

.

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Libraries

8.7 ADDING ANALYTES TO A NEW LIBRARY After creating a new Historical Assessment Library (see section 8.6), analytes must be added to the library before it can be used. After having created a Historical Library, you can populate the analytes that go into the library two different ways. The first one is by proceeding as explained in section 8.3, entering the analytes and their minimum and maximum values individually. The second way, is to copy the analytes already used in another Historical Library, as explained in this section. Nevertheless, the minimum and maximum values in this new library still have to be entered individually.

Figure 8-7

2. Select the library to populate from the pull-down menu

4. Make your selections by highlighting the appropriate analytes or alternatively, use the Select All and Clear All buttons

8-7 Environmental Data Management System

1. Click here to open the Add New Analytes screen.

5r

6. This pop-up window will aand lower limits will need to bnew library to complete the pas described in Fig. 8-3 to adlower limits to your new librar

Laboratory Data Cons

3. Select either current project database or another historical library for your source. If you choose another historical library, you will then need to select the library from the pull-down menu.

. Click here to add the selected ecords to your new library.

ppear. Upper e added to the rocess. Proceed d the upper and y.

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Libraries

8.8 EXPORT LIBRARY TO A TEXT FILE This feature allows you to export any of the libraries as a comma delimited text file.

Figure 8-8

1. Click here to

open the export library screen

2. Select the library to be exported

3. Click here to export the library. A pop-up window will open where you will select the path to export to.

4. Select the path above and change the filename below if desired.

5. Click on Save to complete the process. The pop-up window shown below will appear to confirm the successful export.

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Libraries

8.9 IMPORT LIBRARY FROM A TEXT FILE This feature allows you to import a previously created library in the form of a comma delimited text file.

Figure 8-9

1. Click here to open the import library screen

2. Select the library you

wish to import, then click the Open button below. A pop-up window will confirm a successful import

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Libraries

8.10 IMPORT HISTORICAL REFERENCE FILES VIA EXCEL SPREADSHEET This feature allows you to import historical reference files in the form of an excel spreadsheet. Once imported, the file will be appended to the existing database.

Figure 8-10

2. Select the spreadsheet you wish to import, then click the Open button belowA pop-up window will confirm a successf

.

ul import

1. Click here to open the import Historical Ref. Files screen

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Libraries

8.11 CREATE LIBRARY/LOCATION ASSOCIATION This feature allows you to associate sample locations such as monitoring wells with certain historical libraries so that those locations are always assessed against the same historical library. You may also save multiple library/location associations as a group to be used in historical data assessment comparison reports (see section 5.4 for discussion of comparison reports).

Figure 8-11

1. Click here to create a Library/Location Association

2..Select a Library from the pull-down menu.

3. Select one or more sample locations to associate with this library. When finished, click on Define Association

Proceed to Figure 8-12

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Libraries

8-12 Environm

Figure 8-12

4. If desired, multiple libraries and samples can be selected to form a group. To do this, repeat steps 2 and 3 from Fig. 8-10. In this example, we are defining our group with 4 sample locations associated with two different libraries.

ental Data Management System Laboratory Data Consultants, Inc.

6. .Enter the name and description of the group, then click on the Save button.

5. Highlight the samples you want to use in your group, then click on the Save Group button. This will open the pop-up window shown at the left.

7. The pop-up window below will then appear. Click Yes to create another group, click No to return to the Main Menu.

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9.0 Database

Management Module

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Database Managements

9.1 DATABASE MANAGEMENT The Database Management Main Menu gives you access to the tools to manage the data in your project database, and to manage multiple project databases.

Figure 9-1

Click here to open the Database Management Main Menu

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Database Managements

9.2 CREATE A NEW PROJECT DATABASE This feature is the same that is available at the opening screen. This simply provides a tool to create a new database that will be linked to the EDMS application.

Figure 9-2a Step 1

9-2 Environmental

1. Click hereto create a new project database.

2. Enter path and filename here or click on the Browse button.

3. Click on Next to proceed to Step 2 (Fig 9-2b)

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Database Managements

Figure 9-2b

Step 2 Enter a description for your database, then click

on Next to proceed (see Fig. 9-2c).

Figure 9-2c Step 3

Enter a name for your database, then click on

Next to proceed (see Fig. 9-2d).

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Database Managements

Figure 9-2d Step 4

This screen summarizes the details and location of the database file you are about to create. If you wish to change anything before finalizing the database, click on the Back button.

When you are satisfied with the details, click on Finish. This will display the pop-up window below confirming that the new database has been successfully created. Click on OK to return to the Main Menu.

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Database Managements

9.3 RENAME, RELOCATE, OR MODIFY PROJECT DATABASE DESCRIPTION This allows you to modify information about an existing database. For example if you move a project database to a different directory on your computer or the network you will need to modify the location information from within EDMS or the application will not be able to ‘find’ the database.

Figure 9-3

4. Enter new database information in yellow text boxes.

9-5 Environm

1. Click here to open the modify Project Database screen.

2. Select the project database to modify here.

3. Current database name, location, and description.

5. Click here to apply changes.

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Database Managements

9.4 DELETE PROJECT DATABASE This feature allows you to remove a reference to a database in the EDMS software. This feature does not delete the actual database.

Figure 9-4

9-6 Environm

1. Click here to open the delete Project Database screen.

2. Select project database to delete.

3. Click here to delete the database, a pop-up screen will confirm the deletion.

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Database Managements

9.5 DELETE SAMPLES AND ANALYTICAL RESULTS This feature allows you delete data from your database by Sample Delivery Group, specific sample, or by sample/analyte.

Figure 9-5

3. Tag records to be deleted.

4. Use these buttons in conjunction with the access tools to select or deselect multiple records.

9-7 Environmental Data Management System L

1. Click here to open the delete Project Database screen.

2. Select scope of deletion.

5. Click here to confirm record deletions.

aboratory Data Consultants, Inc.

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Database Managements

9.6 VIEW, MODIFY, OR DELETE SAMPLE, SAMPLE ANALYSIS, ANALYTICAL RESULTS

This feature allows you to view, modify, or delete individual analyte records, entire sample method analysis, or an entire sample from the project database.

Figure 9-6

2. Select a sample here to view method and analyte records below.

3. Place cursor in any cell to modify or delete that record.

9-8 Environmental Data Management System Laboratory Data Consultants, I

1. Click here to open the View, Modify, or Delete records screen.

nc.

Page 133: Laboratory Data Consultants, Inc. Version 5Introduction EDMS Modules From the EDMS Main Menu Screen (see section 1.4), a total or eight functional modules are available to choose from

Database Managements

9.7 MODIFY, ADD OR DELETE ANALYTICAL METHOD REFERENCE FILE

Figure 9-7

2. Highlight any of the cells to either modify or delete the record. Click on Close when your edits are complete.

3. Click here to open the AdNew Analytical Method andCategory Screen (See Fig. 9

9-9 Environmental Data Management System Laboratory Data Consultants

1. Click here to open the Modify, Add or Delete records screen.

d -8)

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Database Managements

9-10 Environmental Data Management System Laboratory Data Consultants, Inc.

Figure 9-8

Add New Analytical Method and Category Screen 1. Enter name for the new

method here. 3. Enter a description of the method here

2. Select Method Category here 4. Click Add to finish. To add more methods, repeat steps 1-4.