Recording a Monitoring Sample Record

The Monitoring module covers several types of exposure monitoring, such as air, bulk, wipe, IAQ, and radiation. While entering information about a monitoring sample, you can enter sample details such as employee, process, operation status, sample location, and geolocation coordinates (if added to a custom layout).

To print a blank monitoring sample record form to record sample information while working in the field, open an existing sample and choose Actions»Print Blank Sampling Form.

You can link a sample to a survey (users assigned the technician/consultant role can only link a sample to a survey if they are the survey creator or have been granted editor access). If you want to see more details of the survey before creating the sample, open the survey first. You can create a sample directly from the survey’s Sample tab. For more information, see Creating a Survey.

  1. In the Industrial Hygiene menu, click Monitoring. (The list may appear in different colors if the IHSampleStatus look-up table has been defined as such. If you chose a view that includes Agents, each sample will be listed by each agent along with an icon representing its exposure range.)

  2. Use the “All Samples (Including Results)” view to see fields such as >< (Limit), TWA and %OEL directly in the list without having to open individual records.

    IH_air_monitoring.gif

     

    Hygienists identified as Technician/Consultant in the Users table are restricted in what functions they can view:
    • they cannot view sample results (concentration, TWA, %OEL) until they are approved (although they can see the agents attached to a sample)
    • they cannot change sample status
    • they can access only sample records they created.

  3. Click a link to open a sample, or click New.

  4. To reduce data entry, you can copy a sample record. Open the record and choose Actions»Copy. All information is copied except details unique to the sample (e.g. employee, calibration data, results). If the original sample was linked to another sample, the new sample is not similarly linked (i.e. the Master Sample number is not copied to the new sample) unless you choose to do so (see Copying or Linking a Sample Record).
    Change information as required to complete the new sample.

    To open all samples with the same survey number, select the check box beside a sample that is linked to that survey number, then choose Actions»Open All Samples Linked to Same Survey Number. The first sample opens, and navigation buttons below the tabs allow you to scroll through each sample.

    To open linked monitoring samples (see Copying or Linking a Sample Record), select the check box beside a sample that shows a master number, then choose Actions»Open All Samples Linked to Same Master Number. The first sample opens, and navigation buttons below the tabs allow you to scroll through each linked sample.

    Depending on your system settings, sample numbers may include a set prefix. If the sample number exceeds 999999, you will be prompted to change your the prefix in the system settings so the numbering can restart at 000001.

  5. Select the layout you wish to use (e.g. Area, Personal, Other (Blank, Bulk, or Wipe) or a custom layout that you have created.

  6. The layout determines which fields are available/required on the form; for example, if you select Personal, you must complete the Employee section. If you select any other layout, the Employee section is unavailable (except for Area and Other layouts, which allow selection of Job Position and Exposure Group).

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  7. Enter information in the fields on the Monitoring tab. Most of the fields are self-explanatory, but keep in mind the following:

  8. When the Add to Lab Requisition check box is selected, the Sample Status updates to Send to Lab. Once the sample is linked to a requisition in the Requisition module, the Sample Status updates to Sent to Lab. If these samples were delivered to a laboratory noted as having an interface in the Laboratory look-up table, then the results fields on the sample will be locked until lab results are returned (sample status = lab work complete), then the fields are unlocked.

    If a lab is noted on the samples (manually or by default via the system settings), you can quickly mark multiple Incomplete samples as Add to Lab Requisition from the samples list: select the samples and choose Actions»Add to Lab Requisition. Their status changes to Send to Lab.

    To associate other employees with a personal area sample, use the Representative Employees tab (after the sample is saved).

  9. Click Save.

  10. On the Agent tab, click a link to edit the results for an agent (or select the check box beside an agent and choose Actions»Edit to enter results directly on the Agents tab), or click New to add a new agent and sample results. For more information, see Entering Results Manually.

  11. Select Exclude from Statistics to exclude the sample from the Detailed Noise Monitoring Results report and the statistical analysis run from the IH Risk Assessment module. This exclusion can be overridden when running the queries.

    When you add an agent, Cority checks the Standards list for that Agent (in the AgentHazard look-up table) to determine which OEL to use (i.e. the Sample Date of the Monitoring record must fall between the Effective and End Dates of the standard defined for the agent. If the Sample Date does not fall between this date range, the OEL field will be blank).

  12. To print all information on the Monitoring and Agent tabs, and any questionnaire included, click Print.

 

For information about the remaining tabs, see Completing the Sample Record - Common Tabs.