C
Received call / email from client on job needed
Start Here
SC
Do we have all of the details needed?
Yes
Project created in ERP, sent to MetaField via API
SC
Is the job part of current project?
PM
Create Project in Project Setup
No
Yes
SC
Are all of the specifications included?
SC
PM
Add Scheduling project level specifications
No
Yes
Draft
SC
Save the WO as a Draft in bulk, or individually. Call / reach out to Technicians for tentative work.
SC
Create a work order, assign technician(s), and add work item(s)
Submitted
SC
Submit the work order to the field technician
SC
Did the technician accept the work?
Declined
FT
Technician declines the work and it is sent back to the scheduler
Cancelled
FT
Technician cancels the work
Accepted
FT
Technician receives and accepts Work Order
FT
Call back to dispatch to notify / inform of availability
FT
Fill out Cancellation Form
Yes
No
SC
Have there been any changes?
FT
Communicate to dispatch add’l details/changes are needed
SC
Modify Work Order
No
Yes
FT
Technician opens form through My Assignments
Yes
FT
Are all of the specifications included?
PM
Add Field Project level Specifications
No
FT
Is there a sample chain of custody involved?
No
Entered
FT
Technician completed activities and required inspection forms
Draft
FT
Save as a working draft
Logged
FT
Tech completes activities and required sample forms
WO Complete
FT
Tech completes activities and required sample forms
Yes
C
Client requests additional work
SC
PM
Calls Project Manager for work order approval
FT
PM
Communicate results to the PM
FT
Was there any non-compliant results?
Yes
No
FT
Is a preliminary report needed?
FT
PM
Preliminary report emailed
No
Yes
FT
Are there any specimen pickup work items?
Picked Up
FT
Update specimen status to Picked Up
No
Yes
FT
Leave the site
FT
Field tech updated the record data
No
Yes
LT
Lab technician gathers additional details from the client
FT
Field Staff performs the receiving process during check-in
FT
Let the client and project manager know and document non-conformance
Checked In
FT
Field Staff Checks in specimens to the lab
Logged
LT
Log sampe in MetaField
FT
Does your field staff break down and put away specimens in the lab?
No
FT
Type of Non-Conformance?
FT
LT
Does the sample meet requirements?
C
Client works to get new sample
C
Client approves use of sample?
Yes
Client data does not meet requirements
Field data does not meet requirements
No
Yes
Yes
PM
Is the Project in MetaField?
To Receive
LT
Lab technician receives specimens into the lab
LT
Is this a predefined test type?
C
Client drops off Sample/Test Results
No
PM
Create Project in Vantagepoint
Retained
LT
Log retained specimen for future testing
Tests to Assign
LM
Assign test type to specimen
LT
Project manager communicates to the LM on tests to assign
Testable
LT
LT
Is a separate specimen needed for future testing?
LM
Are there lab instructions?
No
No
Yes
Yes
Yes
No
SU
Add specifications required to global list
LT
Are all of the specifications included?
PM
Should global specifications be added?
No
Yes
PM
Add Lab/LIMS project level specification
To Test
LT
Conduct testing
Yes
No
LT
Retest added in MetaField
LM
Is a retest required?
LT
Results approved?
No
Yes
Yes
To Review
LM
Review lab results
LT
Input / Edit lab results
No
LM
Import test results
LT
Proctor Results?
Yes
No
LAB / LIMS