Laboratory
Work requests, samples, test worksheets and lab reports.
How lab work flows through GeoCRM
The request chain, request states, test statuses and the three module views.
The work request register
Metrics, filters and reading the workload column.
Raising a work request
Linking to a project and job, workflow details and sample information.
The work request detail panel
Metrics, request details, samples and testing, and the panel actions.
Adding samples and worksheets
Booking samples and tests, worksheet type versus method, billing and QA flags.
The test method library
Every AS, AS/NZS and ASTM method available in GeoCRM.
Completing a test worksheet
A worked example: calculated fields, gauge readings, curing, moisture and density ratio.
Moving tests through review
The four test statuses, why checking is separate and the reviewer permission.
The Status Board
Test stream tiles and the outstanding laboratory work table.
Lab Reports
Generating reports, traceability and how they differ from built reports.