SPM - COC Report

Report Name: SPM - COC Report (example)

File Name: EarthSoft.Reports.Library.72317.dll

Dependencies: Licensed SPM and SPM Schema

Software: SPM

Source: SPM install

Language: English

Output Type: Excel1

Description: The SPM - COC Report returns Chain of Custody (COC) data exports based on data from the SPM COC Manager.

Installation Instructions: This report requires a licensed SPM and the SPM Schema applied to the database.

•For SPM usage, no additional steps are necessary.

•For Enterprise usage, this report should be published to the database. The report will be available for selection once it has been published.

•For Professional usage, this report should be published to the database or have the .dll added to the local '.../Earthsoft/EQuIS/' folder.

Overview: The report uses a Microsoft Excel template (XLS or XLSM) to generate an XLS or XLSM output file. A template example file (COC_Template.xls) can be found in the SPM install folder under the COC Template subfolder. The Excel template can be customized to add logos, hide or show columns, and much more, as detailed later in this article. Refer to the Import COC Template for COC Report article for information on how to add a template. In order for container information, including preservative, to output in the COC be sure Contract Analytic Method is populated in the Method Analyte Group tab as discussed in Step 6 of Define SPM Contract Method Analyte Groups.

Note: Microsoft Excel does not allow an XLSX file type to have an internal macro code, which the template has, and thus is not an available file type.

Tables: DT_CHAIN_OF_CUSTODY, DT_CHAIN_OF_CUSTODY_MAG, DT_CHAIN_OF_CUSTODY_MAG_CONT, DT_FACILITY, DT_FIELD_SAMPLE, DT_RESULT, DT_SAMPLE, DT_SAMPLE_PARAMETER, DT_TEST, RT_ANALYTE, RT_COMPANY

Report Parameters

Plan Code	Parameter to select the sample plan code. Only plans with applicable tasks are shown.
Date Range
Start	Select a start date.
End	Select an end date.
Task Code(s)	Parameter for selecting task code(s). List is filtered to only show task code(s) associated with the selected Plan Code.
Chain of Custody
Choose COC Template	Parameter to select COC template. Can only be aMicrosoft XLS or XLSM file type.
Select COC	Parameter to select COC.
Include Barcodes	Set to True to include barcodes. Default is False.

Warning: If inconsistencies are encountered with data in the COC report output, the COC template may need to be rebased or a new COC template used. See Import COC Template for COC Report for information on how to add a template.

Note: The Container Description column in the %\SPM\COC Template\COC_Template.xls will map the Remark from the Containers_info worksheet for each of the containers for the corresponding sample. The Container Description column will truncate the Remark to ten characters if there is only one container for the sample. If there are more than one container for the sample, the Container Description will show the concatenated remarks separated by a pipe character ("|") if the length of the remark is less than ten characters. If the concatenated remarks are greater than 10 characters, the word "Multiple" will be displayed instead.

1Excel report output requires a valid license of Microsoft Excel to view the output.