Copyright © 2018 EarthSoft, Inc • Modified: 12 Dec 2018
Create Chain of Custody (COC) forms and export them to Microsoft Excel or to an EDD that may be opened in EQuIS Data Gathering Engine (EDGE). The COC can also be printed in PDF, instead of Microsoft Excel.
From the Plan tab on the SPM ribbon, click COCs to open the SPM COC Manager.
The SPM COC Manager window has three panes:
•Task and COCs Filter: allows user to filter the the Task Codes list based on a date range and decide whether or not to Include Empty COCs. Click the Apply Filter button to refresh changes made to these parameters. COCs that are created in this manager but haven't yet had samples assigned to them will only appear in the list if the "Include Empty COCs" option is checked.
•Task Codes: lists Scheduled Task Codes whose start dates will be within the date filters set above.
•COCs: lists existing COCs which contain samples from task codes listed in the Task Codes pane.
1.From the COCs pane, click Add.
2.Set a COC ID. Two options are provided to select the identifier of the COC.
a.System ID (default) - SPM will generate a new ID.
b.By User - The user may enter their own ID (e.g. EarthSoft1).
4.The SPM COC Edit window will appear. It contains three tabs:
c.COC Lab (Read Only)
5.COC Details: An information window will appear with instructions to select a Lab Code for the COC. Click OK.
a.Enter the Lab code, and other COC Details
b.Click OK in the lower-right corner to save the lab selection. If information is added to the COC Samples tab before clicking okay, the message above will appear again.
b.A selection based on the COC Lab Code of unassigned, scheduled, samples will appear.
c.Select the desired samples, to select multiple samples, use CTRL+Click or drag the mouse over a selection of samples. This list can be sorted by clicking any column.
e.Repeat as needed until all samples are added to the COC
7.COC Lab (Read Only): Review lab information from RT_COMPANY
9.Review the COCs pane for the newly created COC.
a.Clicking Edit with a selected COC will reopen the SPM COC Edit window where changes can be made.
b.Clicking Remove will delete the COC from all SPM tables (use with caution)
10.Click Close to return to the main SPM window.
SPMs COCs may be included in an EDGE EDD for completion when the sampling event is actually underway or completed.
1.In the main window of SPM, click the Reports tab
2.Click the EDGE EDD icon to open the EDGE Field EDD report (more details on this report in EDGE Field EDD. Select the details for Plan Code, Start Date, End Date, Task Code.
3.Check the Include SPM COCs for Selected Task parameter
4.Click the green arrow icon. The selected information is exported to an EDD in Microsoft Excel format,. This EDD can be imported into EDGE.
Note: To export the COC from SPM requires the EDGE format license (in addition to an SPM license).
Before COCs may be exported from SPM, a COC Template must be uploaded to EQuIS. Instructions on how to do this are found here: Import a COC Template for COC Report
From the Reports tab:
1.Click COC Report
2.Select the Plan, task and COC from the report parameters
3.Under Choose COC Template, select a template that has been previously uploaded to EQuIS
4.Click the green arrow icon to run the report. The pre-populated COC opens in Microsoft Excel.
If the COC template has been configured to "Save as PDF", the Excel file will immediately generate a PDF copy of the COC. Instructions on how to configure the COC template: COC Setup Sheet