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Improvement
a month ago

Accessing standards/worksheets from lab samples

This exciting change puts your documents at your tech's fingertips. Whether it is seeing the ASTM/AASHTO standards or getting to that worksheet, these can be made readily available to the users that need these the most. Any of your current lab sample test methods can be configured to have this available. To do this, start with adding the documents to the system.

1. Adding Documents

Start by navigating in the left hand menu to "Document Storage" and then to "Search". This will then list all of the document current documents that exist within your system. If the files you need are already uploaded, feel free to skip to the next step. Otherwise, we will want to create a new document by either dragging/dropping on to this listing or using the "Create New" under the gear icon (top right of the grid).

Enter the other information to have the documents added to Omnant. Once you have these documents added, you will see them listed in the grid. Note: You can also create folders/subfolders to organize your documents. 

2. Update the lab test methods

Now it is time to associated these documents to the lab methods. To get to this, use the gear menu in the top right corner and select "Lab Sample Configuration". On the next screen, click the "Manage" button under the "Manage Tests/Methods" section. This will take you to a listing of all the test types and methods you have currently within Omnant. You can use the filters at the top or scroll to find the "Required Test" you would like to work with and click on the name.

Now from the edit page for the test, locate the "Test Method" that you would like to work with. Clicking on the name for the method, you will see the following window shown. This window has new options at the bottom to select the "Associated Standard" and "Worksheet". Use the "search" button for each to locate the file you need for each option.

Once you have selected the files you need, click on the "Save" button for this window. After you have finished working with all the other methods, make sure to click the "Save" button at the bottom of this page.

3. Accessing the documents 

Now that we have the documents associated, we will start to see them in other parts of Omnant. If you head to the lab sample status board or the edit page for a lab sample, we will walk through how to access these documents. Once there, open up the edit window for the test entry screen. In the upper right corner of the window, you will see a new button for "Resources". This will allow you and your techs to access these standards and worksheets without going anywhere else. Clicking on either of these options will open up the document in the viewer for the user.


Avatar of authorThe Omnant Team