Element LIMS Self-guided Demonstration

For Water Management Organizations

This demonstration is a real-time window into the capabilities of Element LIMS. You will be entering data and generating actual responses. Access to this evaluation site will be active for ten days after you receive your login information. If you have any difficulties, please call Promium Customer Support at 1.877.776.6486 x360.

To exit the demo, close the blue navigation bar at the top center of your screen. Do not close or resize the main windows.

OPERATIONS

To begin managing plant data, Project Management is used to create or change sample requirements. In the demonstration we will add a new project to the existing list.

  1. Select the “Projects” icon from the dashboard.
  2. Select the “Add” button from the lower left hand corner of this new window. A dialogue box will open and you will be asked to enter a name. Enter 02:00 AM Water (must include the 0 before the 2) and then OK.
  3. Choose any option from the “Client Project Manager (1)” drop down menu.
  4. Go into the “Options” tab on this same project screen and click the drop down menu under “Operational Department”.
  5. Enter “Water Operations” as the Operational Department.
  6. Then select the first empty box under Analysis and enter “pH Operations”.
  7. At the top of the window, select the “Reports/Invoices” tab. Choose any option from the “Invoices Contact” drop down menu.
  8. Select “Save” but not “Done”.
  9. Select the “Schedules >>” button at the bottom of the screen and a new window will open.
  10. Select “Edit” and select the “Add” button on the top right of the “Samples” tab.
  11. In the new dialogue box, enter “Station 2” as the sample name for the testing source and click “OK”.
  12. From the “Sample” tab in the middle of the screen: Select “Water” from the “Lab Matrix” drop down menu.
  13. Select “Water” from the “Report Matrix” drop down menu.
  14. Select “Grab” from the “Sample Type” drop down menu.
  15. Enter the word “Technician in the “Sampled By” field.
  16. From the Analyses tab: Select the “pH Operations” check box. Enter “Save” but not “Done.”

Generate a schedule of dates for sample analysis to be performed. Element presents several flexible options for you to choose from in order to meet your particular needs.

  1. From the “Schedules” screen, select the “Schedule” tab at the top of the screen and then select the “Edit“ button at the bottom of the screen.
  2. Select the “Build Schedule” button at the top of the screen to fill out the schedule. This will open a new window.
  3. Select a frequency of Every 1 [one] days to make this a regular sample collection.
  4. Select the “Specified Day” radio button. Select “Build” and “Done”.
  5. Select “Save” and “Done”.

When Element LIMS is implemented, operational information can be manually entered or uploaded from an external source such as a SCADA system. For this evaluation, you will enter data manually.

  1. Click the “Sample Control” drop down menu (top menu bar) and select “Operational Data”. Or you can click the “Operation Data icon in the dash board. This will open a new window.
  2. Click the “Add” button at the top of the screen and select the “Samples: Add” button to view samples. A dialogue box listing the samples will open.
  3. Double-click on “02:00 AM Water” (you may also right click on the entry and choose “Include Selection”). Close the samples list window (Red X). Select “Save” on the Operational Data window.
  4. Select the “Results: Query” button in the middle of the screen.
  5. Select the “Results: Edit” button (next to Query). This will enable you to enter test result data. Data may also be directly uploaded from a SCADA output. For the purposes of this demonstration we will enter the data manually.
  6. In the results grid, enter “7.2” under the IR results column. Select “Save” and “Done” and you have entered the data.

At this point in the process, activities at the plant have been completed and a variety of discharge monitoring reports (DMR) can be generated.

Because DMRs are frequently unique to each organization, and because an external application is required to present the information, for the purposes of this evaluation, sample DMRs are used.

When Element LIMS is implemented in your organization, any DMRs needed can be created if they are not already in the Element LIMS library.

LABORATORY

Whether samples come from the water plant or an outside source, the process for testing begins with the creation of a project.

  1. To open a project, click the “Project” icon or go to the “Project Management” drop down menu and select “Projects”.
  2. Select “Water Quality Laboratory” from the “Client” drop down list. Select the “Add” button from the lower left hand corner of the screen. Enter “New Well” and the new project name and then select “OK”.
  3. Enter the analysis by double-clicking on the empty cell under the “Analysis” column header and select “Ammonia as N (EPA 350.1)” from the drop down menu.
  4. Choose any option from the “Client Project Manager (1)” drop down menu.
  5. At the top of the window, select the “Reports/Invoices” tab. choose any option from the “Invoice Contract” drop down menu. Select “Save” but not “Done”.
  6. Click the “Schedules >>” button at the bottom of the project screen (or click the “Schedules” icon on the dash board) and a new window will be presented. Select “Edit” and then on the “Samples” tab, select “Add”. A new dialogue box will open. Enter the name “New Well Sample” and then select “OK”.
  7. In the “Sample” tab in the middle of the window, from the drop down menus, select a “Lab Matrix” of “Water”, a “Report Matrix” of “Water”, and a “Sample Type” of “Grab”.
  8. Switch to the “Analyses” tab and select the Analysis check box for “Ammonia as N (EPA 350.1)”.
  9. Switch to the “Containers” tab, right click in the empty white box and choose the “Auto Assign Containers” from the drop down menu that appears then select “Save” and “Done”.

Samples are logged in nested under work orders. The work order offers the option to log and track containers in and out of each process step. The work order is equivalent to a chain of custody.

  1. To open a work order, click on the “Work Order” icon or go to the “Sample Control” drop down menu and select “Work Order”. Then select the “Add” button from the lower left hand corner of the new window.
  2. Select the browse folder icon next to the Facility drop down menu and select (double-click) “Water Quality Laboratory”.
  3. Make sure the “Project” radio button is selected directly under the “Client” field and choose “New Well” from the Project drop down list below that.
  4. Switch from the “Project” tab to the “Receipt” tab at the top of the screen. Enter temperature information. Note that this is where any receipt information about the condition of the samples and how they were received will be housed.
  5. Select “Save” but do not select “Done”. A unique work order number will automatically be assigned (at the top left of the window). Take note of this work order number as it is specific to the demonstration.
  6. To log in samples, select the “Samples >>” button at the bottom of the work order screen from the work order you created. A new window will open. Select “Add” and select “New Well Sample” from the “Sample Name” drop down menu at the top of the screen. Ammonia as N (EPA 350.1) will display in the “Analyses” section. Note: If the work order is closed, go to the “Sample Control” drop down menu in the task bar at the top of the screen and select “Samples” and then enter your work order number.
  7. Select “Save” and then “Done” to close the window.

Note: In addition to logging samples individually, samples can be logged in using the Quick Log function (for bulk samples) and a work order is automatically generated.

Once logged in, the samples can be batched for preparation and analysis.

  1. Select the “Batch” icon (or select “Batch” from the “Laboratory” menu).
  2. Select “Wet Chemistry” from the “Department” drop down and select the “Add” button at the bottom of the screen.
  3. From the “Preparation Method” drop down menu at the top left of the screen, Select “General Prep – Wet Chem”.
  4. Select “Water” from the “Batch Matrix” drop down menu.
  5. Make sure the “Preparation” radio button is selected in the “List Analyses By:” section on the left of the screen.
  6. Check the “Incomplete” check box to provide a list of analyses of samples logged in that have not yet been batched. Select Ammonia as N (EPA 350.1) and double-click or use the right arrow to select this analysis and then select “Save” but not “Done”.

Take note of the Batch number highlighted in the Batch field. This will be your batch for this demonstration session.

An electronic Bench Sheet is created as the next step in the workflow process.

  1. Select the “Bench Sheet >>” button at the bottom of the screen (or “Bench Sheet” icon on the dashboard).
  2. Make sure the department selected is “Wet Chemistry” at the top left of the screen. Otherwise, Select “Wet Chemistry” from the Department drop down and then select “Edit” at the bottom of the screen.
  3. Click the “Add” button at the top of the screen and select “Client Sample (by Container)”.
  4. Double click on “New Well Sample”. Close this window (click on X in top right corner) but do not select “Save” yet. The “New Well Sample” is now added to the bench sheet. Default QC samples are defined during the Analysis set up.Note that some QC was automatically added in the window below. This was done based on how the database is set up for this analysis.
  5. To associate Matrix Spikes and/or duplicate QC Samples with a source sample, select the QC samples at the bottom of the screen. To do this, select the first sample and then hold down the shift key and select the last entry—all entries should now be highlighted.
  6. Select the “Modify” button at the top of the screen (or right click in the highlighted portion).
  7. Select “Source” from the menu and a new window will open. Double click on the highlighted sample in the window that appears.
  8. Select “Modify” again and then select “Spike 1 ID” and a window will open. Select PA51401 and double click.
  9. Select “Modify” again and then select “Spike 1 Type”. “Pre-Prep” should be selected in the drop down menu. Select “Apply” for the dialogue box that opens.
  10. Select “Modify” again and then select “Spike 1 Amount”. In the dialogue box that opens, enter a value of “50” and then “Apply”. Select “Save” and then “Done”.

Once the bench sheets are created and tests are performed, data is entered and results can be reviewed for general analysis and/or approval.

  1. Select the “Data Entry and Review” icon or go to the “Laboratory” drop down and select “Data Entry/Review”. Make sure the “Batch” radio button and the department of “Wet Chemistry” are selected at the top left of the screen. Select the batch number you created from the previous session.
  2. Click the “Data Entry” tab and select “Create”. This action will load the data. For the sample IDs listed, enter values into the grid under the results header in this order: 0.0, 0.16, 1.19, 1.41, 1.23.
  3. Click the column header for “Analyzed” in the grid and from the drop down menu that appears, choose the “Fills Cells” option. Click “Apply” to apply todays date and time to all the cells for the analyzed date and time
  4. Select Save and then select “OK” on the DATA POST RESULTS screen that opens.

Note: External spreadsheets can be imported for review and Sample data and Data Review results can be saved into a spreadsheet.

  1. Review the results by selecting the “Data Review tab”. Then select the “Query” button to view the final result (FResult). You may need to scroll to the right or expand the window to see the full form.Note that the results can be color coded to show various information. Such as out of hold, QC violation, over MRL etc. Click the color palette above the grid on this screen for a full list of definitions.
  2. The status of the samples can be updated and results placed in the final report. Select all the results by clicking on the box in the upper left hand corner of the table next to the “SampleID” column header. You can also click on the first sample and then hold the shift key and select all the other samples.
  3. Then right click and a menu will appear. Select “Update Status” and then “Update to Reviewed”.
  4. Select “Done” to close the window.

For this demonstration, you have entered the data manually. When Element LIMS is actually implemented in your lab, Element DataTool functionality can be integrated with your lab instruments and data will be directly uploaded. 

Once samples are matched, the Merge Files function merges the data from the instruments and makes that data available for upload.

Element LIMS provides flexible report writing capabilities and includes many standard reports as well as the ability to easily create reports that are tailored to meet your unique needs. This is done using Crystal Reports.

  1. Select the “Report” icon (or go to the “Project Management” drop down menu and select “Reports”).
  2. Select “Water Quality Laboratory” from the “Clients” drop down menu. You can filter by many other variables as well, including work order number, reportable, incompletes, date, project managers, and projects.
  3. Select “New Well” from the “Projects” drop down menu and “PromiumSample.rpt” from the “Report Format” drop down menu. At this point if the system were live, you could also select EDDs from the library.
  4. Make sure your work order number is selected in the work order pane on the left and then select “Final”. When producing a final report, a dialogue box will open and ask if you want to update the Work Order status to “Completed”. Answer “Yes”.

At this stage you could have created a draft report for samples that are not management reviewed. A modified draft or modified final enable you to alter the process for non-standard reporting.

  1. Your final report will now display and can be printed and/or converted to a PDF. Close the report window and select “Done” from the open Project Management screen.

Element LIMS provides a variety of operational reporting tools including the ability to run daily work lists, report on outstanding projects, review turn-around-time charts, and assess quality control charts.

Since we just entered a small amount of data, we can’t view these reports in this demo but when we follow up with a live demonstration, each of these reports can be reviewed

You have now completed the online demonstration.

NEXT STEPS:

The online demo gives you an overview but for a more in-depth look, request a live demonstration. Questions? Contact a representative and we will be happy to answer any questions.