EZSPM Format

Format Name: EZSPM

File Name: EZSPM.zip

Software: EQuIS SPM

Source: SPM install

Export(s): No export

Description: The EZSPM format is a simplified version of the SPM format. The EZSPM format allows users to easily create multiple planned and scheduled tasks, samples, results, containers, and activities with limited manual data entry. This format assumes the plan already exists in SPM and the SPM_CONTRACT_MAG information is already setup.

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

•For SPM usage, no additional steps are necessary.

•For Enterprise and Professional usage of the export, this format should be published to the database. The export will be available for selection as a report once it has been published.

Overview: The Analysis_Request_General, Analysis_Request_Detail, and Activity_Request_Detail sections automatically create multiple Task, Sample, and Activity rows, respectively, on EDD load. The Task, Sample, and Activity sections can then be reviewed and modified before creating and commiting. The Analysis_Request_General, Analysis_Request_Detail, and Activity_Request_Detail sections do not map to any database tables—these sections just create rows in other sections of the EZSPM format.

A potential workflow could be:

1.Open the EZSPM format in EDP.

2.Add one row to the Analysis_Request_General section. This will correspond to one Task row. Note that each EDD can only have one Analysis_Request_General row.

3.Add one or more rows to Analysis_Request_Detail section. Each row in Analysis_Request_Detail will create one to many Sample rows.
Analysis_Request_Detail.location_group or Analysis_Request_Detail.location dictates how many Sample rows will be created. One Sample row will be created for every location within the location_group, or individual location listed. The Sample section creates samples, results, and containers when committed. One container per SPM_CONTRACT_MAG will be created.

4.Add one or more rows to Activity_Request_Detail. Each row in Activity_Request_Detail will create one to many Activity rows.
Activity_Request_Detail.location_group or Activity_Request_Detail.location dictates how many Activity rows will be created. One Activity row will be created for every location within the location_group, or individual location listed.

5.Save the EDD.

6.Clear EDP, or reopen the EZSPM format.

7.Open the EDD saved in Step 5.

8.Review the Task, Sample, and Activity rows for errors.

9.Add Collect_Members rows as desired. This section allows users to add specific user_names to exisiting Collect groups.

10.Create and Commit.

Note: Task, Sample, and Activity rows will be automatically created each time an EZSPM EDD is loaded with Analysis_Request_General, Analysis_Request_Detail, and Activity_Request_Detail information. If there needs to be changes to the Analysis_Request_General, Analysis_Request_Detail, or Activity_Request_Detail sections after opening the EDD (e.g., Step 7 above, which automatically populated Task, Sample, and Activity), ensure that Task, Sample, and Activity are cleared before saving the EDD. Not doing so will result in duplicate Task, Sample, and Activity rows when the EDD is opened again.

The tables below provide detailed automatic population information for the Task, Sample, and Activity sections. Blank cells indicate that the field is not automatically populated.

Task	Populated By
plan_code	Analysis_Request_General.plan_code
planned_task_code	Analysis_Request_General.task_code
planned_task_name
scheduled_task_code	Analysis_Request_General.task_code + _+ Analysis_Request_General.start_date
start_date	Analysis_Request_General.start_date
end_date	Analysis_Request_General.end_date
remark	Analysis_Request_General.other
task_type	Analysis_Request_General.activity_type
company_code	Analysis_Request_General.company_code
max_turnaround_days	Analysis_Request_General.max_turnaround_days
task_desc
recurrence	n
custom_field	Analysis_Request_General.use_collect
create_scheduled_tasks	Analysis_Request_General.create_scheduled_tasks
include_dates	Analysis_Request_General.start_date + \| + Analysis_Request_General.start_date + \|\|
naming_schema_task

Sample	Populated By
plan_code	Analysis_Request_General.plan_code
lab_code	Analysis_Request_Detail.lab_code
contract_start_date	dt_spm_contract where contractor_code = Analysis_Request_Detail.lab_code and plan_code = Analysis_Request_General.plan_code or is null
method_analyte_group_code	Analysis_Request_Detail.method_analyte_group_code
spm_contract_mag	Analysis_Request_Detail.spm_contract_mag
sys_sample_code	Analysis_Request_Detail.location (or location from Analysis_Request_Detail.location_group) + _ + Analysis_Request_Detail.matrix_code + _ + Analysis_Request_General.start_date + _ + an incremental three-digit number
sample_name
scheduled_task_code	Analysis_Request_General.task_code + _+ Analysis_Request_General.start_date
parent_sample_code
sys_loc_code
start_depth
end_depth
depth_unit
matrix_code	Analysis_Request_Detail.matrix_code
sampler
sampling_company_code
sample_class
sample_source
sample_type_code	Analysis_Request_Detail.sample_type_code
sample_method
medium_code
composite_yn
fraction	Analysis_Request_Detail.total_or_dissolved
sample_remark
hold_YN
hold_release_date

Activity	Populated By
plan_code	Analysis_Request_General.plan_code
scheduled_task_code	Analysis_Request_General.task_code + _+ Analysis_Request_General.start_date
sys_loc_code	Activity_Request_Detail.location (or location from Activity_Request_Detail.location_group)
activity_code	Activity_Request_Detail.activity_code
equipment_code	Activity_Request_Detail.equipment_code
sampler
sampling_company_code
remark
task_type
activity_type	Activity_Request_Detail.activity_type
activity_order
count
unit