TABLE OF CONTENTS 1. Annual Goal recording: Editing.. 2 2. LIMS IA Tress Code. 6 3. IA Specs 7 4. IA in LIMS Evaluation Process with Responsible Personnel... 9 5. Evaluation by Observation... 10 6. Evaluation by Split Sample... 15 7. Evaluation by Observation/ Split... 25 8. Evaluation by Proficiency Sample. 35 9. Technician Training Records.. 41 10. Report: IA Analysis. 43 11. Report: IA Spec Report. 44 12. Report: Active Testing Technicians.. 45 13. Report: Not Evaluated Active Testing Technicians.. 46 14. Report: Active Sampling Technicians... 47 15. Report: Not Evaluated Active Sampling Technicians... 48 16. Report: Evaluated Technicians by District... 49 17. Report: Technician Other than Valid Status... 50 18. Report: Technician with Strike. 51 19. Report: Qualification Performance Report. 52 20. Report: Active Technicians per Project.. 53 21. Report: Active Project per Technicians.. 54 22. Report: Qualified Performance Report Track of Evaluated Technicians... 55 IA Program 1 of 55
IA PROGRAM ANNUAL GOAL SCREEN 1. To enter the annual goal: a. Go to modules. b. Click on Training and Qualification c. Techs c. Click on Annual Goals. This is the screen for Annual Goal. IA Program 2 of 55
2. Enter the District and the Year. (D1&7 is 1, D2 is 2, D3 is 3, D4&6 is 4, D5 is 5, TP is TP, SMO is SM). Then: a. Click search. b. Click view entries This is the screen after you click view entries IA Program 3 of 55
3. Enter the percent goal on the percent goal column. After you enter the percent goal for each test method, click update. Note: you can enter one goal at a time or enter them all at the same time and then click update. 4. The 4 th column with QQ ------ entries are CTQP tresscodes. To find out what they stand for, click on the Qualification area----- and click Qual name from the menu bar. IA Program 4 of 55
This is how the screen would look like after you click Qual name. IA Program 5 of 55
LIMS IA PROGRAM TRESSCODES QUALIFICATION NAME Qualified Sampler Technician Aggregate Base Testing Technician Aggregate Field Testing Technician Aggregate Lab Testing Technician Aggregate Testing Technician (Old) Aggregate Testing Technician (New) LBR Technician Asphalt Paving Technician- Level 1 Asphalt Plant Technician- Level 1 Concrete Field Technician- Level 1 Concrete Lab Technician- Level 1 Earthwork Construction Inspection- Level 1 Earthwork Construction Inspection- Level 2 TRESSCODES QQ060001 QQ060402 QQ060007 QQ060010 QQ060004 QQ060401 QQ060016 QQ060101 QQ060107 QQ060204 QQ060213 QQ060301 QQ060304 IA Program 6 of 55
IA in LIMS SPECIFICATION TABLE Material Sample Spec Spec Authority Method of Acceptance Description ID Level Year IAAGGB IA 200805 MM Section 5.5-0 IA Observation Aggregate Base Testing Qualification by Observation Method IAAGGB IA 200805 MM Section 5.5-S IA Split Sample Aggregate Base Testing by Split Sample Method IAAGGB IA 200805 MM Section 5.5-0/S IA Observation/Split Sample Aggregate Base Testing by Observation /Split Sample Method IAAGGB IA 200805 MM Section 5.5-P IA Proficiency Sample Aggregate Base Testing by Proficiency Sample Method IAAGGF IA 200110 MM Section 5.5-0 IA Observation Aggregate Field Qualification by Observation Method IAAGGF IA 200110 MM Section 5.5-S IA Split Sample Aggregate Field Qualification by Split Sample Method IAAGGF IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Aggregate Field Qualification by Observation /Split Sample Method IAAGGF IA 200110 MM Section 5.5-P IA Proficiency Sample Aggregate Field Qualification by Proficiency Sample Method IAAGGL IA 200110 MM Section 5.5-0 IA Observation Aggregate Lab Qualification by Observation Method IAAGGL IA 200110 MM Section 5.5-S IA Split Sample Aggregate Lab Qualification by Split Sample Method IAAGGL IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Aggregate Lab Qualification by Observation /Split Sample Method IAAGGL IA 200110 MM Section 5.5-P IA Proficiency Sample Aggregate Lab Qualification by Proficiency Sample Method IAAGGT IA 200110 MM Section 5.5-0 IA Observation Aggregate Testing (Old) by Qualification by Observation Method IAAGGT IA 200110 MM Section 5.5-S IA Split Sample Aggregate Testing (Old) by Split Sample Method IAAGGT IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Aggregate Testing (Old) by Observation /Split Sample Method IAAGGT IA 200110 MM Section 5.5-P IA Proficiency Sample Aggregate Testing (New) by Proficiency Sample Method IAAGTN IA 200805 MM Section 5.5-0 IA Observation Aggregate Testing (New) by Qualification by Observation Method IAAGTN IA 200805 MM Section 5.5-S IA Split Sample Aggregate Testing (New) by Split Sample Method IAAGTN IA 200805 MM Section 5.5-0/S IA Observation/Split Sample Aggregate Testing (New) by Observation /Split Sample Method IAAGTN IA 200805 MM Section 5.5-P IA Proficiency Sample Aggregate Testing (New) by Proficiency Sample Method IAAPV1 IA 200110 MM Section 5.5-0 IA Observation Asphalt Paving Level 1 Qualification by Observation Method IAAPV1 IA 200110 MM Section 5.5-S IA Split Sample Asphalt Paving Level 1 Qualification by Split Sample Method IAAPV1 IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Asphalt Paving Level 1 Qualification by Observation /Split Sample Method IAAPV1 IA 200110 MM Section 5.5-P IA Proficiency Sample Asphalt Paving Level 1 Qualification by Proficiency Sample Method IAAPL1 IA 200110 MM Section 5.5-0 IA Observation Asphalt Plant Level 1 Qualification by Observation Method IAAPL1 IA 200110 MM Section 5.5-S IA Split Sample Asphalt Plant Level 1 Qualification by Split Sample Method IAAPL1 IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Asphalt Plant Level 1 Qualification by Observation /Split Sample Method IAAPL1 IA 200110 MM Section 5.5-P IA Proficiency Sample Asphalt Plant Level 1 Qualification by Proficiency Sample Method IA Program 7 of 55
Material Sample Spec Spec Authority Method of Acceptance Description ID Level Year IACFD1 IA 200110 MM Section 5.5-0 IA Observation Concrete Field Level 1 Qualification by Observation Method IACFD1 IA 200110 MM Section 5.5-S IA Split Sample Concrete Field Level 1 Qualification by Split Sample Method IACFD1 IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Concrete Field Level 1 Qualification by Observation /Split Sample Method IACFD1 IA 200110 MM Section 5.5-P IA Proficiency Sample Concrete Field Level 1 Qualification by Proficiency Sample Method IACL12 IA 200110 MM Section 5.5-0 IA Observation Concrete Lab Level 1 Qualification by Observation Method IACL12 IA 200110 MM Section 5.5-S IA Split Sample Concrete Lab Level 1 Qualification by Split Sample Method IACL12 IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Concrete Lab Level 1 Qualification by Observation /Split Sample Method IACL12 IA 200110 MM Section 5.5-P IA Proficiency Sample Concrete Lab Level 1 Qualification by Proficiency Sample Method IAEWL1 IA 200110 MM Section 5.5-0 IA Observation Earthwork Level 1 Qualification by Observation Method IAEWL1 IA 200110 MM Section 5.5-S IA Split Sample Earthwork Level 1 Qualification by Split Sample Method IAEWL1 IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Earthwork Level 1 Qualification by Observation /Split Sample Method IAEWL1 IA 200110 MM Section 5.5-P IA Proficiency Sample Earthwork Level 1 Qualification by Proficiency Sample Method IAEWL2 IA 200110 MM Section 5.5-0 IA Observation Earthwork Level 2 Qualification by Observation Method IAEWL2 IA 200110 MM Section 5.5-S IA Split Sample Earthwork Level 2 Qualification by Split Sample Method IAEWL2 IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Earthwork Level 2 Qualification by Observation /Split Sample Method IAEWL2 IA 200110 MM Section 5.5-P IA Proficiency Sample Earthwork Level 2 Qualification by Proficiency Sample Method IALBR IA 200110 MM Section 5.5-0 IA Observation LBR Qualification by Observation Method IALBR IA 200110 MM Section 5.5-S IA Split Sample LBR Qualification by Split Sample Method IALBR IA 200110 MM Section 5.5-0/S IA Observation/Split Sample LBR Qualification by Observation /Split Sample Method IALBR IA 200110 MM Section 5.5-P IA Proficiency Sample LBR Qualification by Proficiency Sample Method IAQSMP IA 200110 MM Section 5.5-0 IA Observation Qualified Sampler Qualification by Observation Method IAQSMP IA 200110 MM Section 5.5-S IA Split Sample Qualified Sampler by Split Sample Method IAQSMP IA 200110 MM Section 5.5-0/S IA Observation/Split Sample Qualified Sampler by Observation /Split Sample Method IAQSMP IA 200110 MM Section 5.5-P IA Proficiency Sample Qualified Sampler by Proficiency Sample Method IA Program 8 of 55
IA IN LIMS EVALUATION PROCESS WITH RESPONSIBLE PERSONNEL TYPE OF EVALUATION LOG IN RECEIPT RESULT ENTRY VALIDATION APPROVAL FOLLOW-UP ACTION OBSERVATION IA EVALUATOR AUTO RECEIPT IA EVALUATOR AUTO VALIDATED IA EVALUATOR IA EVALUATOR OBSERVATION/ SPLIT IA EVALUATOR IA EVALUATOR IA EVALUATOR IA EVALUATOR IA EVALUATOR IA EVALUATOR SPLIT IA EVALUATOR IA EVALUATOR IA EVALUATOR IA EVALUATOR IA EVALUATOR IA EVALUATOR PROFICIENCY SAMPLE IA EVALUATOR TECHNICIAN TECHNICIAN TECHNICIAN SMO IA EVALUATOR IA Program 9 of 55
IA EVALUATION BY OBSERVATION (1) Go to Login and click on IA Login. Then: (A) Enter the following information: Evaluation date- enter the date evaluation was performed. Technician ID - enter the TIN of the technician being evaluated. Note: This is the format for the TIN: A123456789-000. Is Technician an active IA evaluator?- check this box if the Technician ID is an active IA evaluator. Tech s Lab ID or Evaluated Lab ID- enter the Lab ID of the Technician being evaluated. Lab ID of IA Evaluator- enter the Lab ID of the IA evaluator. Tech s E-mail address- enter the e-mail address of the Technician being evaluated. Supervisor s Email- enter the supervisor s email address. Qual Area- select the applicable Qualification Area (Material ID) from the pick list by clicking the right arrow. Skip the Split or Proficiency Sample Reference ID field. This does not apply to evaluation by observation. Leave it blank. (B) Click Initiate on the menu bar. IA Program 10 of 55
This is the screen after it has been initiated. (C) Write down the Sample ID. You will need this for the entire process. Select which test codes you want activated by clicking on the test code then click on the menu bar either: a. Activate All- this is use to activate all tests in the list, especially if all applies. b. Activate Single- this use to activate one test at a time, especially when only few of the test methods from the list applies. (Select the test code then click activate single.) c. Deactivate All- this is use to deactivate all tests after all tests were activated with no intent. d. Deactivate Single- this is use to deactivate one test at time, after all tests were activated. (Select the test then click deactivate single.) Note: the equip and qpr test code of the applicable test method must be activated since the equipment is also evaluated in addition to technician evaluation. IA Program 11 of 55
(D) Click Save on the menu bar. (2) Skip Receipt step since this is Auto Receipt. (3) Go to Result Entry and click on IA Checklist. (A) (B) (C) (D) (E) (F) Enter the Technician ID- this is the TIN of the technician being evaluated. Note: This is the format for the TIN: A123456789-000 Click Search on the menu bar. Look at the Sample ID on the screen. If it is not the right Sample ID, click on either Next Sample or Previous Sample on the menu bar until you get to the right Sample ID. Enter the IA Evaluator s TIN on the performed by field. Note: This is the format for the TIN: A123456789-000 Skip the Split or Proficiency Sample Reference ID field. This does not apply to evaluation by observation. Leave it blank. The result entry screen should display the IA Checklists (procedure and equipment). Enter 0, 1 or 2 on the IA checklist. 0 means not applicable, 1 means pass and 2 means fail. If you have an entry of 2, make sure that it is entered in the last row of the step number. Use the notepad for comments, if any. (G) Click either Qualify all or Qualify Test. Qualify all- this is use to qualify all tests in the result entry screen. (Click on any test then click qualify all.) Qualify test- this is use to qualify only one test at a time in the result entry screen. (Click on the particular test then click qualify test.) (H) Note: Qualify all and Qualify test are features of LIMS which highlights test results that are out of bounds, meaning a failing test. This feature gives you a chance to change the test results entered if you inadvertently entered a 2 instead of a 0 or 1. Qualify all and qualify test are optional steps. Click Update on the menu bar. IA Program 12 of 55
(4) Skip validation process since this is set to auto validate. (5) Go to Approve and click on IA Evaluations. (A) (B) Choose AC or RE from the status drop down list as appropriate. AC means pass, RE means fail. Click Approve. Note: The top approval status field is used when approving all samples listed on the screen. Do not use if approving only a few samples listed on the screen. Note: The approval screen is linked to the Technician Training Record. An entry of RE will put a strike to the Technician Training Record on the particular qualification. IA Program 13 of 55
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IA EVALUATION BY SPLIT SAMPLE NOTE: FOR EARTHWORK LEVEL I AND LEVEL II EVALUATIONS: FOLLOW THE NON-LIMS PROJECT INSTRUCTIONS. I. QC/V/IV TECHNICIAN S SAMPLE ENTRY PROCESS FOR SPLIT SAMPLE: Note: This step is for the technicians being evaluated. FOR LIMS PROJECTS: (1) Technician being evaluated enters his split sample in LIMS. (A) (B) (C) If the split sample is a regular production sample, enter it just like a regular production sample using the production material id. If the split sample is a dummy sample, use the IA Material ID (example: IAAGGF, I AAPL1, IALBR). Continue all the way to approval, just like a production sample. OR IA Personnel can log in the technician s split sample, initiate, and process. (The purpose is to have the technician s Sample ID right away. The IA personnel will plug this Sample ID in the IA log in screen s Split or Proficiency Sample Reference ID field. Let the technician continue after log in and complete the process all the way to approval. FOR NON-LIMS PROJECTS: (A) Technician being evaluated doesn t enter his sample in LIMS. This is not applicable. II. IA EVALUATION ENTRY PROCESS: (2) Go to Log in and click IA Evaluation. Then (A) Enter the following information: Evaluation date- enter the date evaluation was performed. Technician ID - enter the TIN of the technician being evaluated. Note: This is the format for the TIN: A123456789-000. Is Technician an active IA evaluator?- check this box if the Technician ID is an active IA evaluator. Tech s Lab ID or Evaluated Lab ID- enter the Lab ID of the Technician being evaluated. Lab ID of IA Evaluator- enter the Lab ID of the IA evaluator. Tech s E-mail address- enter the e-mail address of the Technician being evaluated. Supervisor s Email- enter the supervisor s email address. IA Program 15 of 55
Qual Area- select the applicable Qualification Area (Material ID) from the pick list by clicking the right arrow. Split or Proficiency Reference Sample ID- This is the split sample id of the technician being evaluated, from the LIMS production. For LIMS projects: Enter the Technician s Sample ID (LIMS production sample ID) in the Split or Proficiency Sample Reference ID field. For non-lims projects: Skip the Split or Proficiency Sample ID field. This does not apply to non-lims project. Leave it blank. (B) Click Initiate on the menu bar. (C) Write down the Sample ID. You will need this for the entire process. Select which split sample test codes you want activated by clicking on the test code then click on the menu bar either: a. Activate All- this is use to activate all tests in the list, especially if all applies. b. Activate Single- this use to activate one test at a time, especially when only few of the test methods from the list applies. (Select the test code then click activate single.) c. Deactivate All- this is use to deactivate all tests after all tests were activated with no intent. IA Program 16 of 55
d. Deactivate Single- this is use to deactivate one test at time, after all tests were activated. (Select the test then click deactivate single.) (D) Click Save on the menu bar (3) Go to Receipt and click on Single Sample Receipt. (A) Enter the Sample ID (B) Click Search (C) Enter the rest of the information: Sample No., if any assigned. Destination Lab ID.- this is the Lab ID of the IA Evaluator. Sampled By- is the TIN of the Tech who took the sample. This is optional. You may leave it blank. Sample from- this is Lab ID of the Technician being evaluated. (D) Click Receive on the menu bar. IA Program 17 of 55
(4) Go to Result Entry and click on IA Checklist. (A) Enter the Technician ID- this is the TIN of the technician being evaluated. (B) Note: This is the format for the TIN: A123456789-000 (C) Click Search on the menu bar. (D) Look at the Sample ID on the screen. If it is not the right Sample ID, click on either Next Sample or Previous Sample on the menu bar until you get to the right Sample ID. (E) Enter the TIN who performed the IA Evaluator s Split sample on the performed by field. (F) Enter IA results in the split sample test, and use the test comment field to enter the QC/V/IV technician s non-comparing test results (Example: Did not compare. QC result =3.82). (G) Do not enter anything in the test comment field unless it is a non-comparing result. IA Program 18 of 55
(H) Click on the Notepad on the menu bar. You may need to use the notepad to enter (I) the Technician s test results. Then click save on the menu bar and exit the notepad. Click Update on the menu bar. Example of non-comparing test result where QC result was entered on the test comment. IA Program 19 of 55
Example of notepad entry. (5) Go to Validation by Sample or Validation by Qual Tech ID to validate the sample. (A) (B) (C) If you chose Validation by Sample, enter the Sample ID and click search. If you chose Validation by Tech ID, enter the Technician ID and click search. Look at the Sample ID on the screen and make sure that you are on the right Sample ID. If not click on either Next sample or Previous Sample until you get to the right Sample ID. Use Validation Comment to make note of what test did not compare. Click Validate All on the menu bar. IA Program 20 of 55
(6) Go to Approve and click on Approve IA Evaluations. Then: (A) (B) (C) Look for the Sample ID to approve. Choose AC or RE from the status drop down list as appropriate. AC means pass, RE means fail. Click Approve. Note: The top approval status field is used when approving all samples listed on the screen. Do not use if approving only a few samples listed on the screen. Note: The approval screen is linked to the Technician Training Record. An entry of RE will put a strike to the Technician Training Record on the particular qualification. IA Program 21 of 55
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III. TO VIEW THE QC/V/IV S TEST RESULT: (A) (B) (C) (D) (E) Go to Status and click Sample Status by Sample ID. Enter the Sample ID Click Search Click View Tests to see the test results of the QC, V, or IV sample s test result. Click Notepad to see the entries in the notepad. STATUS SCREEN IA Program 23 of 55
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IA EVALUATION BY OBSERVATION/SPLIT SAMPLE NOTE: FOR EARTHWORK LEVEL I AND LEVEL II EVALUATIONS: FOLLOW THE NON-LIMS PROJECT INSTRUCTIONS. I. QC/V/IV TECHNICIAN S SAMPLE ENTRY PROCESS FOR SPLIT SAMPLE: Note: This step is for the technicians being evaluated. FOR LIMS PROJECTS: (1) Technician being evaluated enters his split sample in LIMS. (A) (B) (C) If the split sample is a regular production sample, enter it just like a regular production sample using the production material id. If the split sample is a dummy sample, use the IA Material ID (example: IAAGGF, IAAPL1, IALBR). Continue all the way to approval, just like a production sample. OR IA Personnel can log in the technician s split sample, initiate, and process. (The purpose is to have the technician s Sample ID right away. The IA personnel will plug this Sample ID in the IA log in screen s Split or Proficiency Sample Reference ID field. Let the technician continue after log in and complete the process all the way to approval. FOR NON-LIMS PROJECTS: (D) Technician being evaluated doesn t enter his sample in LIMS. This is not applicable. II. IA EVALUATION ENTRY PROCESS: (1) Go to Log in and click IA Evaluation. Then (A) Enter the following information: Evaluation date- enter the date evaluation was performed. Technician ID - enter the TIN of the technician being evaluated. Note: This is the format for the TIN: A123456789-000. Is Technician an active IA evaluator?- check this box if the Technician ID is an active IA evaluator. Tech s Lab ID or Evaluated Lab ID- enter the Lab ID of the Technician being evaluated. Lab ID of IA Evaluator- enter the Lab ID of the IA evaluator. Tech s E-mail address- enter the e-mail address of the Technician being evaluated. Supervisor s Email- enter the supervisor s email address. IA Program 25 of 55
Qual Area- select the applicable Qualification Area (Material ID) from the pick list by clicking the right arrow. Split or Proficiency Reference Sample ID- This is the split sample id of the technician being evaluated, from the LIMS production. For LIMS projects: Enter the Technician s Sample ID (LIMS production sample ID) in the Split or Proficiency Sample Reference ID field. For non-lims projects: Skip the Split or Proficiency Sample ID field. This does not apply to non-lims project. Leave it blank. (B) Click Initiate on the menu bar. (C) Write down the Sample ID. You will need this for the entire process. Select which test codes you want activated by clicking on the test code then click on the menu bar either: a. Activate All- this is use to activate all tests in the list, especially if all applies. b. Activate Single- this use to activate one test at a time, especially when only few of the test methods from the list applies. (Select the test code then click activate single.) c. Deactivate All- this is use to deactivate all tests after all tests were activated with no intent. IA Program 26 of 55
d. Deactivate Single- this is use to deactivate one test at time, after all tests were activated. (Select the test then click deactivate single.) (D) Note: the equip and qpr test code of the applicable test method must be activated since the equipment is also evaluated in addition to technician evaluation. Click Save on the menu bar (2) Go to Receipt and click on Single Sample Receipt. (A) Enter the Sample ID (B) Click Search (C) Enter the rest of the information: Sample No., if any assigned. Destination Lab ID.- this is the Lab ID of the IA Evaluator. Sampled By- is the TIN of the Tech who took the sample. This is optional. You may leave it blank. Sample from- this is Lab ID of the Technician being evaluated. IA Program 27 of 55
(D) Click Receive on the menu bar. (3) Go to Result Entry and click on IA Checklist. (A) Enter the Technician ID- this is the TIN of the technician being evaluated. (B) Note: This is the format for the TIN: A123456789-000 (C) Click Search on the menu bar. (D) Look at the Sample ID on the screen. If it is not the right Sample ID, click on either Next Sample or Previous Sample on the menu bar until you get to the right Sample ID. (E) For the test codes by Observation (test codes starts with QPR*), enter the IA Evaluator s TIN on the performed by field. (F) For the test codes by Split Sample, enter the TIN who performed the test on the IA Evaluator s split sample on the performed by field. IA Program 28 of 55
(G) The result entry screen should display the IA Checklists (procedure and equipment) and Split Sample tests. Enter 0, 1 or 2 on the IA checklist. 0 means not applicable, 1 means pass and 2 means fail. If you have an entry of 2, make sure that it is entered in the last row of the step number. FOR SPLIT SMPLE RESULTS: Enter IA results in the split sample test, and use the test comment field to enter the QC/V/IV technician s non-comparing test results (Example: Did not compare. QC result =3.82). Do not enter anything in the test comment field unless it is a non-comparing result. Click on the Notepad on the menu bar. You may need to use the notepad to enter the Technician s test results. Then click save on the menu bar and exit the notepad. Example of non-comparing test result where QC result was entered on the test comment IA Program 29 of 55
Example of notepad entry. (H) Click on Qualify all or Qualify Test as appropriate Qualify all- this is use to qualify all tests in the result entry screen. (Click on any test then click qualify all.) Qualify test- this is use to qualify only one test at a time in the result entry screen. (Click on the particular test then click qualify test.) (I) Note: Qualify all and Qualify test are features of LIMS which highlights test results that are out of bounds, meaning a failing test. This feature gives you a chance to change the test results entered if you inadvertently entered a 2 instead of a 0 or 1. Qualify all and qualify test are optional steps.. Click Update on the menu bar. IA Program 30 of 55
(4) Go to Validation by Sample or Validation by Qual Tech ID to validate the sample. (A) (B) (C) If you chose Validation by Sample, enter the Sample ID and click search. If you chose Validation by Tech ID, enter the Technician ID and click search. Look at the Sample ID on the screen and make sure that you are on the right Sample ID. If not click on either Next sample or Previous Sample until you get to the right Sample ID. Use Validation Comment to make note of what test did not compare. Click Validate All on the menu bar. (5) Go to Approve and click on Approve IA Evaluations. Then: (A) Look for the Sample ID to approve. (B) Choose AC or RE from the status drop down list as appropriate. AC means pass, RE means fail. (C) Click Approve. Note: The top approval status field is used when approving all samples listed on the screen. Do not use if approving only a few samples listed on the screen. IA Program 31 of 55
Note: The approval screen is linked to the Technician Training Record. An entry of RE will put a strike to the Technician Training Record on the particular qualification. IA Program 32 of 55
III. TO VIEW THE QC/V/IV S TEST RESULT: (A) (B) (C) (D) (E) Go to Status and click Sample Status by Sample ID. Enter the Sample ID Click Search Click View Tests to see the test results of the QC, V, or IV sample s test result. Click Notepad to see the entries in the notepad. STATUS SCREEN IA Program 33 of 55
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IA EVALUATION BY PROFICIENCY SAMPLE (1) Go to Login and click on Proficiency Sample Login. Step 1 is performed by SMO/DMO. (A) Enter the following information. You may need to click on the drop down menu right next to the field. Type- this is the same as Material ID. (Examples of IA Material IDs: IAAGGF, IAAPL1, IAEWL1, etc.). Make sure that you choose the Material ID with the Spec Authority MM Section 5.5-P. The LVL, Year, and Spec Authority fields will be automatically populated once you choose the Material ID. Technician ID- this is the TIN of the technician who receives proficiency sample. Enter the QC, V, and IV personnel TINs first and then the IA personnel TINs last on the row. IA? box- click this box if the technician to run the proficiency sample is an active IA Personnel/Evaluator. Note: Since IA personnel TINs are entered last, you will only need to check the IA Evaluator box of the first IA TIN entered. Once you click process the empty fields will copy the last entry in each column, down to the last TIN. Please see the picture below to see how to enter a QC, V, and IV technicians and IA technicians. (B) Click Process. Note: Print the screen after you process, to have a copy of the Sample ID assigned to the TIN. The technician will need the Sample ID to complete the sample process. IA Program 35 of 55
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(2) Go to Receipt and click on Receive Proficiency Sample. Step 2 is performed by technicians who received the proficiency sample. This is to acknowledge receipt of proficiency sample. (A) (B) (C) (D) (E) Put a check in the checkbox on the left labeled In Lab? to receive the sample. Enter the Technician s e-mail address. Enter the Technician supervisor s e-mail address. Enter the Lab ID from the pick list. This is the Lab ID where the proficiency sample will be tested. You may need to enter the Lab IDs on the other samples if there is more than one sample on the screen, even if you do not wish to receive them yet. Click Receive IA Program 37 of 55
(3) Go to Result Entry and click on Test Entry by Sample. Step 3 is performed by technicians who tested the proficiency sample. (A) (B) (C) (D) (E) (F) Enter the Technician- this is the TIN of the technician who received proficiency sample. Click Search. Look at the Sample ID on the screen. If it is not the right Sample ID, click on either Next Sample or Previous Sample on the menu bar until you get to the right Sample ID. Enter the TIN who performed the test on the performed by field. Enter test results. Some tests have automatic calculation feature. If so, click Single Calc after result entered per test. The screen below is an example. Click Update. IA Program 38 of 55
(4) Go to Validate Step 4 is performed by technicians who tested the proficiency sample. (A) (B) (C) Go to Validation by Sample ID or Validation by Tech ID to validate a sample. If you chose Validation by Sample, enter the Sample ID and click search. If you chose Validation by Tech ID, enter the Technician ID and click search. Look at the Sample ID on the screen and make sure that you are on the right Sample ID. If not click on either Next sample or Previous Sample until you get to the right Sample. Click Validate All on the menu bar. IA Program 39 of 55
(5) Go to Approve under Proficiency Sample Approval. Step 5 is performed by SMO. (A) (B) (C) (D) Fill in Sample Number and Material ID Click Search Fill the status column with the appropriate status for the selected sample. AC means pass and RE means fail. Click Approve IA Program 40 of 55
TECHNICIAN TRAINING RECORDS 1. To go to the Technician Training Records: a. Go to Modules. b. Click Analyst Training Records c. Click on Technician Training Records This is the technician training screen: 2. You can query by: a. TIN. Enter the TIN and click search. Or b. Last name. Enter Last name starting with a capital letter and click search. IA Program 41 of 55
3. Click view entries. You can edit, clear the strike no., or the status from here. Then click update. IA Program 42 of 55
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