QESTonline - User contributions [en]

Coffey Geotechnics - QESTLab User Guide

2006-11-10T01:08:05Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Terminology
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

==TERMINOLOGY==
===Clients and projects in QESTLAB===
====Clients====
Customers are referred to as 'clients' in QESTLab.

New laboratory clients are currently added to E4SE by corporate staff in head office. This process will continue. The same staff will also add clients to QESTLab with the same unique client code and name. In this way the client code is a unique key for the client in BOTH systems.

====Projects====
Jobs are referred to as 'projects' in QESTLab.

Projects are simply a convenient way of grouping a number of tests done for a particular client. Each project has a project number automatically assigned by QESTLab. The project number in QESTLab has no relation to the job number in other Coffey business systems. Project numbers in QESTLab have the format: LABT, location code, number, phase. Eg. LABTALBU00001AA.

===Work Orders===
QESTLab contains things called 'work orders'. They are simply a convenient way to register a group of soil samples. They can be thought of as a 'test request'.

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. See the document '''Installing QESTLab shortcuts''' for instructions on installing the shortcuts to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node. There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>===Registering a concrete sample group===<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the format LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 6.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

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===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

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<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 6.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

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<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 6.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

====Internal (Coffey Geotechnics) clients====
=====Doing work for Coffey Geotechnics engineering=====
1. Client – work is registered to the internal client (eg. Coffey Geotechnics Albury). This client is requested from corporate in the same way as any client.

2. Project – create a project for the internal client with the next sequential QESTLab project number. This number will be unrelated to the (GEOT) job number being used by the Coffey Geotechnics Engineering unit requesting the work. To include the GEOT number in this project the project NAME must be preceded with the Coffey Geotechnics (GEOT) number and a dash. Eg. GEOTALBU00001AA – project name. It is critical that this is written exactly as specified so that this number can reliably be retrieved from this field when the process of accounting for this work is automated.

3. Invoices and reports – invoices and reports will display the internal client and the external project details, as described above.

4. Remember both testing and chargeable time must be registered in and invoiced from QESTLab. To capture chargeable time simply register a sample with no tests. Charges are then added to the billing document and an invoice produced as normal.

=====Doing work for another Coffey laboratory=====
1. Client - register all work against the internal client (eg. Coffey Geotechnics Albury). This client is requested from corporate in the same way as any client.

2. Project
*create a project for the internal client above with the next sequential QESTLab project number. Alternately you can use the one project for all testing for that client. Either way this project represents the testing work done for that laboratory. Therefore the project number will be unrelated to the project number being used by the laboratory requesting the work.
*most laboratories who request work from you will require that the report displays the '''external''' client details. To do this create a new project for this client, with the code and name supplied by the laboratory requesting the work. You can then selected this client and project on the report.

3. Invoices – invoices will display the internal client and internal project details described above.

4. Reports – by default the report will display the same details as the invoice. To report the external client and project details simply select the external client and project on the report.

5. Remember both testing and chargeable time must be registered in and invoiced from QESTLab. To capture chargeable time use the same internal client and project as above, and simply register a sample with no tests. Charges are then added to the billing document and an invoice produced as normal.

=====When work is done for you by another party=====
Often a laboratory project will require work to be done by others. This may include:
*testing work done by an external laboratory,
*testing work done by another Coffey laboratory,
*chargeable time done by another Coffey laboratory,
*chargeable time done by Coffey Engineering.

In all cases the laboratory will simply receive an invoice for the work. If the work was done by a Coffey laboratory the invoice will be a QESTLab invoice. If the work was done by Coffey Engineering the invoice will be a standard Coffey invoice from E4SE.

In all cases the charge is simply added to the charges for this laboratory project (with any appropriate additions), and this is reflected in the final invoice to the client.

To do this simply add the charges manually to the Billing document in QESTLab using an appropriate billable item such as 'Testing by Others'. Invoicing is then done as normal

=====Handling national clients and principals=====
Some clients require invoices and reports to be sent to different addresses. QESTLab allows this by separating the client and project details. By default reports and invoices will be sent to the client address (and email address). To send reports to a different address enter that address in the project address. Invoices, however, will always be sent to the client address.

Also the laboratory manager can address the envelope as required by the client.

'''Principals'''

Sometimes work is done for a principal via a project manager. For example work for a local council may be commissioned by a project management company.
The rule here is that the client in QESTLab must the person paying the bills.

Therefore the client selected in QESTLab must be the principal (eg. the local council), not the project manager.

If reports are to be sent to the project manager then enter the address of the project manager in the project. This will then overwrite the client address on reports.

Invoices will display the name and address of the principal. Reports will display the name of the client (the principal) and the address of the project manager.

Sometimes a lab may wish to simply display the road authority on the report as a 'principal'. To do this simply enter the principal in the principal field for the project. This will be displayed on the report.

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==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MANAGEMENT REPORTING==
QESTLab contains a number of pre-defined reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

===Fee to wage reporting===
At this stage the fee to wage will be the main management tool for the LM, OM & management. This is why it is important that the LM records ALL work in QESTLab.

The following KPI will be calculated centrally for each laboratory by the Testing Business Manager:

'''Fee to wage = (WIP2 – WIP1 + Total invoiced – TBO)/Cost of wages'''

Definitions:
*WIP2 = WIP at end current reporting period.
*WIP1 = WIP at end of previous reporting period.
*Total invoiced = Value of work invoiced in the reporting period.
*TBO (testing by others) = Value of work included in WIP2 to be tested by others.
*Cost of wages = Total cost of wages to the laboratory.

Procedures:
*WIP is calculated using the QESTLab report 'Lab WIP Report' which returns the total WIP for each laboratory at the time the report is run.
*Total invoiced is calculated using the QESTLab report 'Amount Invoiced' which returns the value invoiced for the specified period.
*TBO – will be supplied by the laboratory manager.
*Cost of wages – will be supplied by payroll.
*The reporting period will be one week, ending Friday 5pm.

===Other useful reports===
#Concrete billing summary - detailed reports of all concrete billing for use on large projects, when a summary invoice is created with items "rolled up".
#Equipment reports - display calibration information.

Coffey Geotechnics - QESTLab User Guide

2006-11-09T23:09:47Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Terminology
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

==TERMINOLOGY==
===Clients and projects in QESTLAB===
====Clients====
Customers are referred to as 'clients' in QESTLab.

New laboratory clients are currently added to E4SE by corporate staff in head office. This process will continue. The same staff will also add clients to QESTLab with the same unique client code and name. In this way the client code is a unique key for the client in BOTH systems.

====Projects====
Jobs are referred to as 'projects' in QESTLab.

Projects are simply a convenient way of grouping a number of tests done for a particular client. Each project has a project number automatically assigned by QESTLab. The project number in QESTLab has no relation to the job number in other Coffey business systems. Project numbers in QESTLab have the format: LABT, location code, number, phase. Eg. LABTALBU00001AA.

===Work Orders===
QESTLab contains things called 'work orders'. They are simply a convenient way to register a group of soil samples. They can be thought of as a 'test request'.

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. See the document '''Installing QESTLab shortcuts''' for instructions on installing the shortcuts to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node. There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>===Registering a concrete sample group===<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the format LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

====Internal (Coffey Geotechnics) clients====
=====Doing work for Coffey Geotechnics engineering=====
1. Client – work is registered to the internal client (eg. Coffey Geotechnics Albury). This client is requested from corporate in the same way as any client.

2. Project – create a project for the internal client with the next sequential QESTLab project number. This number will be unrelated to the (GEOT) job number being used by the Coffey Geotechnics Engineering unit requesting the work. To include the GEOT number in this project the project NAME must be preceded with the Coffey Geotechnics (GEOT) number and a dash. Eg. GEOTALBU00001AA – project name. It is critical that this is written exactly as specified so that this number can reliably be retrieved from this field when the process of accounting for this work is automated.

3. Invoices and reports – invoices and reports will display the internal client and the external project details, as described above.

4. Remember both testing and chargeable time must be registered in and invoiced from QESTLab. To capture chargeable time simply register a sample with no tests. Charges are then added to the billing document and an invoice produced as normal.

=====Doing work for another Coffey laboratory=====
1. Client - register all work against the internal client (eg. Coffey Geotechnics Albury). This client is requested from corporate in the same way as any client.

2. Project
*create a project for the internal client above with the next sequential QESTLab project number. Alternately you can use the one project for all testing for that client. Either way this project represents the testing work done for that laboratory. Therefore the project number will be unrelated to the project number being used by the laboratory requesting the work.
*most laboratories who request work from you will require that the report displays the '''external''' client details. To do this create a new project for this client, with the code and name supplied by the laboratory requesting the work. You can then selected this client and project on the report.

3. Invoices – invoices will display the internal client and internal project details described above.

4. Reports – by default the report will display the same details as the invoice. To report the external client and project details simply select the external client and project on the report.

5. Remember both testing and chargeable time must be registered in and invoiced from QESTLab. To capture chargeable time use the same internal client and project as above, and simply register a sample with no tests. Charges are then added to the billing document and an invoice produced as normal.

=====When work is done for you by another party=====
Often a laboratory project will require work to be done by others. This may include:
*testing work done by an external laboratory,
*testing work done by another Coffey laboratory,
*chargeable time done by another Coffey laboratory,
*chargeable time done by Coffey Engineering.

In all cases the laboratory will simply receive an invoice for the work. If the work was done by a Coffey laboratory the invoice will be a QESTLab invoice. If the work was done by Coffey Engineering the invoice will be a standard Coffey invoice from E4SE.

In all cases the charge is simply added to the charges for this laboratory project (with any appropriate additions), and this is reflected in the final invoice to the client.

To do this simply add the charges manually to the Billing document in QESTLab using an appropriate billable item such as 'Testing by Others'. Invoicing is then done as normal

=====Handling national clients and principals=====
Some clients require invoices and reports to be sent to different addresses. QESTLab allows this by separating the client and project details. By default reports and invoices will be sent to the client address (and email address). To send reports to a different address enter that address in the project address. Invoices, however, will always be sent to the client address.

Also the laboratory manager can address the envelope as required by the client.

'''Principals'''

Sometimes work is done for a principal via a project manager. For example work for a local council may be commissioned by a project management company.
The rule here is that the client in QESTLab must the person paying the bills.

Therefore the client selected in QESTLab must be the principal (eg. the local council), not the project manager.

If reports are to be sent to the project manager then enter the address of the project manager in the project. This will then overwrite the client address on reports.

Invoices will display the name and address of the principal. Reports will display the name of the client (the principal) and the address of the project manager.

Sometimes a lab may wish to simply display the road authority on the report as a 'principal'. To do this simply enter the principal in the principal field for the project. This will be displayed on the report.

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MANAGEMENT REPORTING==
QESTLab contains a number of pre-defined reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

===Fee to wage reporting===
At this stage the fee to wage will be the main management tool for the LM, OM & management. This is why it is important that the LM records ALL work in QESTLab.

The following KPI will be calculated centrally for each laboratory by the Testing Business Manager:

'''Fee to wage = (WIP2 – WIP1 + Total invoiced – TBO)/Cost of wages'''

Definitions:
*WIP2 = WIP at end current reporting period.
*WIP1 = WIP at end of previous reporting period.
*Total invoiced = Value of work invoiced in the reporting period.
*TBO (testing by others) = Value of work included in WIP2 to be tested by others.
*Cost of wages = Total cost of wages to the laboratory.

Procedures:
*WIP is calculated using the QESTLab report 'Lab WIP Report' which returns the total WIP for each laboratory at the time the report is run.
*Total invoiced is calculated using the QESTLab report 'Amount Invoiced' which returns the value invoiced for the specified period.
*TBO – will be supplied by the laboratory manager.
*Cost of wages – will be supplied by payroll.
*The reporting period will be one week, ending Friday 5pm.

===Other useful reports===
#Concrete billing summary - detailed reports of all concrete billing for use on large projects, when a summary invoice is created with items "rolled up".
#Equipment reports - display calibration information.

Coffey Geotechnics - QESTLab User Guide

2006-11-09T23:06:33Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

==TERMINOLOGY==
===Clients and projects in QESTLAB===
====Clients====
Customers are referred to as 'clients' in QESTLab.

New laboratory clients are currently added to E4SE by corporate staff in head office. This process will continue. The same staff will also add clients to QESTLab with the same unique client code and name. In this way the client code is a unique key for the client in BOTH systems.

====Projects====
Jobs are referred to as 'projects' in QESTLab.

Projects are simply a convenient way of grouping a number of tests done for a particular client. Each project has a project number automatically assigned by QESTLab. The project number in QESTLab has no relation to the job number in other Coffey business systems. Project numbers in QESTLab have the format: LABT, location code, number, phase. Eg. LABTALBU00001AA.

===Work Orders===
QESTLab contains things called 'work orders'. They are simply a convenient way to register a group of soil samples. They can be thought of as a 'test request'.

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. See the document '''Installing QESTLab shortcuts''' for instructions on installing the shortcuts to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node. There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>===Registering a concrete sample group===<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the format LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

====Internal (Coffey Geotechnics) clients====
=====Doing work for Coffey Geotechnics engineering=====
1. Client – work is registered to the internal client (eg. Coffey Geotechnics Albury). This client is requested from corporate in the same way as any client.

2. Project – create a project for the internal client with the next sequential QESTLab project number. This number will be unrelated to the (GEOT) job number being used by the Coffey Geotechnics Engineering unit requesting the work. To include the GEOT number in this project the project NAME must be preceded with the Coffey Geotechnics (GEOT) number and a dash. Eg. GEOTALBU00001AA – project name. It is critical that this is written exactly as specified so that this number can reliably be retrieved from this field when the process of accounting for this work is automated.

3. Invoices and reports – invoices and reports will display the internal client and the external project details, as described above.

4. Remember both testing and chargeable time must be registered in and invoiced from QESTLab. To capture chargeable time simply register a sample with no tests. Charges are then added to the billing document and an invoice produced as normal.

=====Doing work for another Coffey laboratory=====
1. Client - register all work against the internal client (eg. Coffey Geotechnics Albury). This client is requested from corporate in the same way as any client.

2. Project
*create a project for the internal client above with the next sequential QESTLab project number. Alternately you can use the one project for all testing for that client. Either way this project represents the testing work done for that laboratory. Therefore the project number will be unrelated to the project number being used by the laboratory requesting the work.
*most laboratories who request work from you will require that the report displays the '''external''' client details. To do this create a new project for this client, with the code and name supplied by the laboratory requesting the work. You can then selected this client and project on the report.

3. Invoices – invoices will display the internal client and internal project details described above.

4. Reports – by default the report will display the same details as the invoice. To report the external client and project details simply select the external client and project on the report.

5. Remember both testing and chargeable time must be registered in and invoiced from QESTLab. To capture chargeable time use the same internal client and project as above, and simply register a sample with no tests. Charges are then added to the billing document and an invoice produced as normal.

=====When work is done for you by another party=====
Often a laboratory project will require work to be done by others. This may include:
*testing work done by an external laboratory,
*testing work done by another Coffey laboratory,
*chargeable time done by another Coffey laboratory,
*chargeable time done by Coffey Engineering.

In all cases the laboratory will simply receive an invoice for the work. If the work was done by a Coffey laboratory the invoice will be a QESTLab invoice. If the work was done by Coffey Engineering the invoice will be a standard Coffey invoice from E4SE.

In all cases the charge is simply added to the charges for this laboratory project (with any appropriate additions), and this is reflected in the final invoice to the client.

To do this simply add the charges manually to the Billing document in QESTLab using an appropriate billable item such as 'Testing by Others'. Invoicing is then done as normal

=====Handling national clients and principals=====
Some clients require invoices and reports to be sent to different addresses. QESTLab allows this by separating the client and project details. By default reports and invoices will be sent to the client address (and email address). To send reports to a different address enter that address in the project address. Invoices, however, will always be sent to the client address.

Also the laboratory manager can address the envelope as required by the client.

'''Principals'''

Sometimes work is done for a principal via a project manager. For example work for a local council may be commissioned by a project management company.
The rule here is that the client in QESTLab must the person paying the bills.

Therefore the client selected in QESTLab must be the principal (eg. the local council), not the project manager.

If reports are to be sent to the project manager then enter the address of the project manager in the project. This will then overwrite the client address on reports.

Invoices will display the name and address of the principal. Reports will display the name of the client (the principal) and the address of the project manager.

Sometimes a lab may wish to simply display the road authority on the report as a 'principal'. To do this simply enter the principal in the principal field for the project. This will be displayed on the report.

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MANAGEMENT REPORTING==
QESTLab contains a number of pre-defined reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

===Fee to wage reporting===
At this stage the fee to wage will be the main management tool for the LM, OM & management. This is why it is important that the LM records ALL work in QESTLab.

The following KPI will be calculated centrally for each laboratory by the Testing Business Manager:

'''Fee to wage = (WIP2 – WIP1 + Total invoiced – TBO)/Cost of wages'''

Definitions:
*WIP2 = WIP at end current reporting period.
*WIP1 = WIP at end of previous reporting period.
*Total invoiced = Value of work invoiced in the reporting period.
*TBO (testing by others) = Value of work included in WIP2 to be tested by others.
*Cost of wages = Total cost of wages to the laboratory.

Procedures:
*WIP is calculated using the QESTLab report 'Lab WIP Report' which returns the total WIP for each laboratory at the time the report is run.
*Total invoiced is calculated using the QESTLab report 'Amount Invoiced' which returns the value invoiced for the specified period.
*TBO – will be supplied by the laboratory manager.
*Cost of wages – will be supplied by payroll.
*The reporting period will be one week, ending Friday 5pm.

===Other useful reports===
#Concrete billing summary - detailed reports of all concrete billing for use on large projects, when a summary invoice is created with items "rolled up".
#Equipment reports - display calibration information.

Coffey Geotechnics - QESTLab User Guide

2006-10-27T08:02:20Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. See the document '''Installing QESTLab shortcuts''' for instructions on installing the shortcuts to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node. There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>===Registering a concrete sample group===<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the format LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MANAGEMENT REPORTING==
QESTLab contains a number of pre-defined reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

===Useful reports===
#WIP reports - display WIP at the time the report is run. This means the report will look different every time you run it. To save the WIP figure on a particular date, run the report and save it.
#Concrete billing summary - detailed reports of all concrete billing for use on large projects, when a summary invoice is created with items "rolled up".
#Equipment reports - display calibration information.

Coffey Geotechnics - QESTLab User Guide

2006-10-27T07:58:11Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. See the document '''Installing QESTLab shortcuts''' for instructions on installing the shortcuts to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node. There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>===Registering a concrete sample group===<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the format LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MANAGEMENT REPORTING==
QESTLab contains a number of pre-defined reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

===Useful reports===
====Billing====
#WIP reports - display WIP at the time the report is run. This means the report will look different every time you run it. To save the WIP figure on a particular date, run the report and save it.
#Concrete billing summary - detailed reports of all concrete billing for use on large projects, when a summary invoice is created with items "rolled up".
#Equipment reports - display calibration imformation.

Coffey Geotechnics - QESTLab User Guide

2006-10-18T05:41:21Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. You will be provided with a shortcut on your desktop that is used to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node. There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>===Registering a concrete sample group===<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the format LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 5.2 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

Coffey Geotechnics - QESTLab User Guide

2006-10-18T05:32:10Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. You will be provided with a shortcut on your desktop that is used to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node. There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>=Registering a concrete sample group=<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the format LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 5 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

Coffey Geotechnics - QESTLab User Guide

2006-10-18T05:15:50Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties

of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration

staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of

concrete, aggregates/soils and asphalt.
It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules, Equipment & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not

be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality

Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. You will be provided with a shortcut on your desktop

that is used to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node.

There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the

'''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete

samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other

information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens

in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the

concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the

example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the

fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the

'''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete

sample group is registered. The concrete test report is used to report concrete test results, and the billing document is

used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be

entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>=Registering a concrete sample

group=<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new

sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually

the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added

when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has

the for LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete

sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and

the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results and signing reports===
====Checking concrete test results====
{{QESTLab:Concrete testing - checking results|tier=====}}

====Signing and distributing concrete test reports====
{{QESTLab:Concrete testing - test report overview|tier=====}}

{{QESTLab:Concrete testing - sign test reports|tier=====}}

{{QESTLab:Concrete testing - distribute test reports|tier=====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
In QESTLab 'billing' refers to the generation of charges for work done (as opposed to invoicing).

After the sample is registered, charges may be generated immediately. For instructions on generating the charges associated with this sample see '''section 5 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work

orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 5 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS, FEE SCHEDULES, EQUIPMENT AND OTHER LOCAL DATA==

===Managing projects===
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by corporate staff in head office. However each laboratory will maintain its own list of projects.

====The project list====
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

====Add projects====
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the

project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

====Modify projects====
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

====Delete projects====
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
===Managing fee schedules===
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier====}}

{{QESTLab:Billing and invoicing - fee schedules|tier====}}

<DIV CLASS="pageBreak"/>
===Managing equipment===
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier====}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier====}}

====Equipment reports====
There are several reports available under the '''Equipment''' report group that display the calibration status of equipment.

<DIV CLASS="pageBreak"/>
===Managing other local data===
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier====}}

====Lists in detail====
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

=====Agg/Soil Material Source=====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

=====Agg/Soil Materials=====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

=====Agg/Soil Sampling Method=====

'''SAMPLING METHOD:''' Describes the type of sampling done. E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

=====Agg/Soil Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Location=====

'''LOCATION:'''' A text field to store location details.

=====Concrete Plant=====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

=====Concrete Specimen Marks=====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

=====Concrete Supplier=====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

=====Concrete Test Groups=====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

=====Customer Requirements=====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

=====Sample Remarks=====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

=====Sampled By=====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

=====Weather Conditions=====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

File:Invoices.png

2006-10-13T07:23:44Z

Michael.johnson:

Coffey Geotechnics - QESTLab User Guide

2006-10-10T08:22:49Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties

of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration

staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of

concrete, aggregates/soils and asphalt.
It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers seven modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Managing Projects, Fee Schedules & Other Lists
#Running Reports

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not

be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality

Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. You will be provided with a shortcut on your desktop

that is used to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node.

There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the

'''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete

samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other

information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens

in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the

concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the

example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the

fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the

'''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete

sample group is registered. The concrete test report is used to report concrete test results, and the billing document is

used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be

entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>=Registering a concrete sample

group=<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new

sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually

the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added

when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has

the for LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete

sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and

the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
For instructions on generating the charges associated with this sample see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
==Checking test results and signing reports==
===Checking concrete test results===
{{QESTLab:Concrete testing - checking results|tier====}}

===Signing and distributing concrete test reports===
{{QESTLab:Concrete testing - test report overview|tier====}}

{{QESTLab:Concrete testing - sign test reports|tier====}}

{{QESTLab:Concrete testing - distribute test reports|tier====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work

orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing''

is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is

important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and

invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS==
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by

corporate staff in head office. However each laboratory will maintain its own list of projects.

===The project list===
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is

selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

===Add projects===
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for

which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter

division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter

phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to

override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the

project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area

above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you

enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client

address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

===Modify projects===
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

===Delete projects===
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the

toolbar

<DIV CLASS="pageBreak"/>
==MANAGING FEE SCHEDULES==
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be

maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and

projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb

Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier===}}

{{QESTLab:Billing and invoicing - fee schedules|tier===}}

<DIV CLASS="pageBreak"/>
==MANAGING EQUIPMENT==
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to

maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier===}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole

organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier===}}

<DIV CLASS="pageBreak"/>
==MANAGING LOCAL LISTS==
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier===}}

===Lists in detail===
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

====Agg/Soil Material Source====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

====Agg/Soil Materials====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default

on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

====Agg/Soil Sampling Method====

'''SAMPLING METHOD:''' Describes the type of sampling done on the Agg/Soil

E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

====Agg/Soil Specimen Marks====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

====Concrete Location====

'''LOCATION:'''' A text field to store location details.

====Concrete Plant====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

====Concrete Specimen Marks====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

====Concrete Supplier====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

====Concrete Test Groups====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

====Customer Requirements====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

====Sample Remarks====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

====Sampled By====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

====Weather Conditions====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

Coffey Geotechnics - QESTLab User Guide

2006-10-10T08:19:59Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties

of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration

staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of

concrete, aggregates/soils and asphalt.
It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers five modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Office administraion tasks

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not

be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality

Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. You will be provided with a shortcut on your desktop

that is used to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node.

There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the

'''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete

samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other

information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens

in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the

concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the

example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the

fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the

'''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete

sample group is registered. The concrete test report is used to report concrete test results, and the billing document is

used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be

entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>=Registering a concrete sample

group=<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new

sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually

the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added

when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has

the for LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete

sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and

the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
For instructions on generating the charges associated with this sample see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
==Checking test results and signing reports==
===Checking concrete test results===
{{QESTLab:Concrete testing - checking results|tier====}}

===Signing and distributing concrete test reports===
{{QESTLab:Concrete testing - test report overview|tier====}}

{{QESTLab:Concrete testing - sign test reports|tier====}}

{{QESTLab:Concrete testing - distribute test reports|tier====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work

orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing''

is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is

important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and

invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS==
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by

corporate staff in head office. However each laboratory will maintain its own list of projects.

===The project list===
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is

selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

===Add projects===
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for

which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter

division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter

phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to

override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the

project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area

above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you

enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client

address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

===Modify projects===
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

===Delete projects===
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the

toolbar

<DIV CLASS="pageBreak"/>
==MANAGING FEE SCHEDULES==
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be

maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and

projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb

Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier===}}

{{QESTLab:Billing and invoicing - fee schedules|tier===}}

<DIV CLASS="pageBreak"/>
==MANAGING EQUIPMENT==
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to

maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier===}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole

organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier===}}

<DIV CLASS="pageBreak"/>
==MANAGING LOCAL LISTS==
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier===}}

===Lists in detail===
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

====Agg/Soil Material Source====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

====Agg/Soil Materials====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default

on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

====Agg/Soil Sampling Method====

'''SAMPLING METHOD:''' Describes the type of sampling done on the Agg/Soil

E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

====Agg/Soil Specimen Marks====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

====Concrete Location====

'''LOCATION:'''' A text field to store location details.

====Concrete Plant====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

====Concrete Specimen Marks====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

====Concrete Supplier====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

====Concrete Test Groups====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

====Customer Requirements====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

====Sample Remarks====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

====Sampled By====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

====Weather Conditions====

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

Coffey Geotechnics - QESTLab User Guide

2006-10-10T08:18:21Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The QESTLab training course covers all procedures involved in running a laboratory in Coffey Geotechnics. It covers duties

of laboratory technicians, laboratory supervisors and managers, and duties that may be undertaken by office administration

staff. After completing the course this guide is intended to be used as a reference for the use of the QESTLab.

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of

concrete, aggregates/soils and asphalt.
It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers five modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate Testing
#Billing and Invoicing
#Office administraion tasks

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not

be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality

Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. You will be provided with a shortcut on your desktop

that is used to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node.

There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the

'''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete

samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other

information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens

in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the

concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the

example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the

fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the

'''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete

sample group is registered. The concrete test report is used to report concrete test results, and the billing document is

used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be

entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>=Registering a concrete sample

group=<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new

sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually

the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added

when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has

the for LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete

sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and

the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
For instructions on generating the charges associated with this sample see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
==Checking test results and signing reports==
===Checking concrete test results===
{{QESTLab:Concrete testing - checking results|tier====}}

===Signing and distributing concrete test reports===
{{QESTLab:Concrete testing - test report overview|tier====}}

{{QESTLab:Concrete testing - sign test reports|tier====}}

{{QESTLab:Concrete testing - distribute test reports|tier====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work

orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results===
{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===
{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====
{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this work order see '''section 7 - Billing.'''

<DIV CLASS="pageBreak"/>
===Finding work to be done===
{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
===Entering raw test data===
{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing''

is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is

important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and

invoiced in QESTLab.

===Setting up your fees===
{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===
{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===
{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS==
This section covers the process of maintaining projects in QESTLab. At Coffey Geotechnics clients are managed centrally by

corporate staff in head office. However each laboratory will maintain its own list of projects.

===The project list===
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects

for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is

selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

===Add projects===
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for

which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter

division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter

phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to

override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the

project code with the required number and phase.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area

above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you

enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client

address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

===Modify projects===
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

===Delete projects===
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the

toolbar

<DIV CLASS="pageBreak"/>
==MANAGING FEE SCHEDULES==
This section covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be

maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and

projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb

Kaiserseder at Albury Office'''

{{QESTLab:Billing and invoicing - setup|tier===}}

{{QESTLab:Billing and invoicing - fee schedules|tier===}}

<DIV CLASS="pageBreak"/>
==MANAGING EQUIPMENT==
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to

maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier===}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole

organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier===}}

<DIV CLASS="pageBreak"/>
==MANAGING LOCAL LISTS==
There are a number of other lists maintained in QESTLab. Some of these are mantained centrally by the Business System Manager. The items in these lists are available to all laboratories. New items must be requested centrally. They include:
#Concrete Failure Mode
#Concrete Compaction Method

Other lists can be modified by each laboratory. These include:
#Additional remarks
#Agg/soil material source (quarry)
#Agg/soil materials
#Agg/soil sampling method
#Agg/soil specimen marks
#Concrete location
#Concrete plant
#Concrete specimen marks
#Concrete supplier list
#Concrete test groups
#Customer requirements
#Reason non standard
#Sample remarks
#Sampled by (list of field testers)
#Weather conditions

{{QESTLab:Lists - other lists|tier===}}

===Lists in detail===
The fields in each locally maintained list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

====Agg/Soil Material Source====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

====Agg/Soil Materials====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default

on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

====Agg/Soil Sampling Method====

'''SAMPLING METHOD:''' Describes the type of sampling done on the Agg/Soil

E.g:- AS1141.3.1 Clause 6.9.5a, AS1141.3.1 Clause 6.9.6 or Tested as Received etc...

====Agg/Soil Specimen Marks====

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

====Concrete Location====

'''LOCATION:'''' A text field to store location details.

====Concrete Plant====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

==Concrete Specimen Marks==

'''MARK:''' A Mark given to the specimen by the tester

'''DESCRIPTION:''' A description of the above mark

'''EXCLUDE:''' A '''YES''' or '''NO''' field that determines whether to exclude a specimen with this mark

'''COMPLETE:''' A '''YES''' or '''NO''' field that determines whether to consider a specimen with this mark complete

====Concrete Supplier====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

====Concrete Test Groups====

The fields below are simply repeated for each specimen in the test group.

'''CODE:''' A unique code to identify the group

'''NAME:''' The name of the group

'''PRODUCT CODE:''' Enter a product code. This group will be chosen by default for samples with this product code.

'''TYPE:''' Type of this specimen (COMP100, FLEX100, etc)

'''AGE:''' Age of this specimen in days

'''xSP:''' Externally sampled

'''xCR:''' Externally crushed

'''CAP:''' Type of cap used for this specimen (R, S, etc)

'''CORREC:''' Correction applied

'''MARK:''' Mark on this specimen

'''CRT:''' (Certificate). Whether to report the results of this specimen

'''CHG:''' (Charge). Whether to charge for this specimen

====Customer Requirements====

'''REQUIREMENT:''' A test requirement for a particular customer

====Reason Non Standard====

'''REASONCODE:''' Code identifying the reason

'''REASON:''' Reason for non standard specimen. 50 characters allowed

====Sample Remarks====

'''CODE:''' Code for this remark

'''REMARK:''' Remark. 50 characters.

====Sampled By====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

====Weather Conditions===

'''WEATHER:''' Weather condition

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running management reports.

{{QESTLab:Reports - running reports/charts|tier===}}

Coffey Geotechnics - QESTLab User Guide

2006-10-10T07:12:49Z

Michael.johnson:

Coffey Geotechnics - QESTLab User Guide

2006-10-10T07:06:16Z

Michael.johnson:

Coffey Geotechnics - QESTLab User Guide

2006-10-10T06:57:58Z

Michael.johnson:

Coffey Geotechnics - QESTLab User Guide

2006-10-10T06:51:30Z

Michael.johnson:

Coffey Geosciences - QESTLab Office Administrator Training Course

2006-10-09T00:04:29Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The office administrator training course provides detailed instructions for carrying out the administration functions in QESTLab. This includes maintaining local reference data including lists and such as projects, equipment and fee schedules, and running monthly reports.

responsible for; managing local reference data including lists and projects, fee schedule, monthly reporting)

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics who normally perform the above administration functions. Since the administration rights can be assigned to any QESTLab user, this may be a dedicated office administrator or another staff member who is given responsibility for the above duties.

|}

<big>Course Structure</big><br>
This training guide covers four modules:
#Managing Projects
#Managing Fee schedules
#Managing Equipment
#Managing Local Lists
#Monthly Reporting

Throughout the course there are activities ([[Image:CheckBox.gif]]) that you should complete to reinforce what you have learnt.

After completing the course this guide is intended to be used as a reference for the use of the QESTLab and should be considered a user guide tailored to the 'Office Administrator' role.

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS==
This module covers the process of maintaining projects in QESTLab. At Coffey Geosciences clients are managed centrally. However each laboratory will maintain its own list of projects.

===The project list===
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

===Add projects===
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

===Modify projects===
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

===Delete projects===
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - add your current projects'''</big>

#Logon to the production system.
#Add your current projects.
|}

Notes.
<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING FEE SCHEDULES==
This module covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

By the end of this section users will:
#Understand the QESTLab ''Fee Schedule List'' and the ''Billable Items List''.
#Be able to create fee schedules for their laboratory, including specific fees for clients and projects.

{{QESTLab:Billing and invoicing - setup|tier===}}

{{QESTLab:Billing and invoicing - fee schedules|tier===}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - add your current fee schedules'''</big>

#Expand the '''Lists''' node in the tree and select the ''Fee Schedule List''. All the fee schedules for the test laboratory are displayed.
#Enter your current fee schedules.
|}

<DIV CLASS="pageBreak"/>
==MANAGING EQUIPMENT==
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier===}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion. To get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier===}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - Add the equipment for your laboratory'''</big>

#Expand the '''Equipment''' node in the tree.
#Add your current equipment, including calibration schedules.
|}

<DIV CLASS="pageBreak"/>
==MANAGING LOCAL LISTS==
At Coffey Geosciences some lists will be managed centrally, while others will be managed by each laboratory. By the end of this module users should be able to maintain all locally managed lists, including:
#Sampled by (list of field testers)
#Concrete suppliers
#Concrete plants
#Concrete test groups
#Agg/soil materials
#Agg/soil material source (quarry)
#Customer requirements

{{QESTLab:Lists - other lists|tier===}}

===Lists in detail===
Each laboratory will also have their own versions of the following lists. The fields in each list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

====Agg/Soil Material Source====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

====Agg/Soil Materials====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

====Concrete Plant====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

====Concrete Supplier====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

====Customer Requirements====

'''REQUIREMENT:''' A test requirement for a particular customer

====Sampled By====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - populate your local lists'''</big>

#Expand the '''Lists''' node.
#Add required items to the local lists.
|}

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running monthly management reports.

By the end of this module users should be able to run a report for a desired date range. They should be able to save the report as a .CSV or.PDF file, print the report, or email the report if required.

{{QESTLab:Reports - running reports/charts|tier===}}

{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - produce and save a monthly management report'''</big>

#Expand the '''Reports''' node in the tree. Expand the '''Billing''' node and run the report 'Laboratory WIP'.
#Save the report as a .PDF file.
#Run the report 'Amount Invoiced'
#Click the '''Publish Report''' button and email the report to yourself.
|}

Coffey Geosciences - QESTLab Office Administrator Training Course

2006-10-09T00:02:38Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The office administrator training course provides detailed instructions for carrying out the administration functions in QESTLab. This includes maintaining local reference data including lists and such as projects, equipment and fee schedules, and running monthly reports.

responsible for; managing local reference data including lists and projects, fee schedule, monthly reporting)

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics who normally perform the above administration functions. Since the administration rights can be assigned to any QESTLab user, this may be a dedicated office administrator or another staff member who is given responsibility for the above duties.

|}

<big>Course Structure</big><br>
This training guide covers four modules:
#Managing Projects
#Managing Fee schedules
#Managing Equipment
#Managing Local Lists
#Monthly Reporting

Throughout the course there are activities ([[Image:CheckBox.gif]]) that you should complete to reinforce what you have learnt.

After completing the course this guide is intended to be used as a reference for the use of the QESTLab and should be considered a user guide tailored to the 'Office Administrator' role.

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS==
This module covers the process of maintaining projects in QESTLab. At Coffey Geosciences clients are managed centrally. However each laboratory will maintain its own list of projects.

===The project list===
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

===Add projects===
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format LABTXXXX#####XX. This consists of a four letter division code (LABT), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank a code will automatically be created for you. The only time you will need to override this is to use a previous project code and specify the next phase (AB, AC, etc). To do this simply overtype the project code with the required number.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

===Modify projects===
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

===Delete projects===
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - add your current projects'''</big>

#Logon to the production system.
#Add your current projects.
|}

Notes.
<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING FEE SCHEDULES==
This module covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

By the end of this section users will:
#Understand the QESTLab ''Fee Schedule List'' and the ''Billable Items List''.
#Be able to create fee schedules for their laboratory, including specific fees for clients and projects.

{{QESTLab:Billing and invoicing - setup|tier===}}

{{QESTLab:Billing and invoicing - fee schedules|tier===}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - add your current fee schedules'''</big>

#Expand the '''Lists''' node in the tree and select the ''Fee Schedule List''. All the fee schedules for the test laboratory are displayed.
#Enter your current fee schedules.
|}

<DIV CLASS="pageBreak"/>
==MANAGING EQUIPMENT==
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier===}}

'''The equipment code is simply a sequential number (eg. 1, 2,.. 100, 101, etc) This is a global number across the whole organistion so to get the next sequential number available contact the business system manager.'''

{{QESTLab:Calibration|tier===}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - Add the equipment for your laboratory'''</big>

#Expand the '''Equipment''' node in the tree.
#Add your current equipment, including calibration schedules.
|}

<DIV CLASS="pageBreak"/>
==MANAGING LOCAL LISTS==
At Coffey Geosciences some lists will be managed centrally, while others will be managed by each laboratory. By the end of this module users should be able to maintain all locally managed lists, including:
#Sampled by (list of field testers)
#Concrete suppliers
#Concrete plants
#Concrete test groups
#Agg/soil materials
#Agg/soil material source (quarry)
#Customer requirements

{{QESTLab:Lists - other lists|tier===}}

===Lists in detail===
Each laboratory will also have their own versions of the following lists. The fields in each list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

====Agg/Soil Material Source====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

====Agg/Soil Materials====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

====Concrete Plant====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

====Concrete Supplier====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

====Customer Requirements====

'''REQUIREMENT:''' A test requirement for a particular customer

====Sampled By====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - populate your local lists'''</big>

#Expand the '''Lists''' node.
#Add required items to the local lists.
|}

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running monthly management reports.

By the end of this module users should be able to run a report for a desired date range. They should be able to save the report as a .CSV or.PDF file, print the report, or email the report if required.

{{QESTLab:Reports - running reports/charts|tier===}}

{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - produce and save a monthly management report'''</big>

#Expand the '''Reports''' node in the tree. Expand the '''Billing''' node and run the report 'Laboratory WIP'.
#Save the report as a .PDF file.
#Run the report 'Amount Invoiced'
#Click the '''Publish Report''' button and email the report to yourself.
|}

File:Filter.png

2006-10-02T05:10:04Z

Michael.johnson:

Coffey Geosciences - QESTLab Office Administrator Training Course

2006-09-29T03:45:17Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The office administrator training course provides detailed instructions for carrying out the administration functions in QESTLab. This includes maintaining local reference data including lists and such as projects, equipment and fee schedules, and running monthly reports.

responsible for; managing local reference data including lists and projects, fee schedule, monthly reporting)

<big>Audience</big><br>
The course is intended for staff at Coffey Geotechnics who normally perform the above administration functions. Since the administration rights can be assigned to any QESTLab user, this may be a dedicated office administrator or another staff member who is given responsibility for the above duties.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.

It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers four modules:
#Managing Projects
#Managing Fee schedules
#Managing Equipment
#Managing Local Lists
#Monthly Reporting

Throughout the course there are activities ([[Image:CheckBox.gif]]) that you should complete to reinforce what you have learnt.

After completing the course this guide is intended to be used as a reference for the use of the QESTLab and should be considered a user guide tailored to the 'Office Administrator' role.

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==MANAGING PROJECTS==
This module covers the process of maintaining projects in QESTLab. At Coffey Geosciences clients are managed centrally. However each laboratory will maintain its own list of projects.

===The project list===
'''Step 1.''' To manage projects firstly ensure your laboratory is selected in the '''Lab''' dropdown box above the tree.

[[Image:lab dropdown.png|frame|center]]

Then click on the '''Projects''' node in the tree.

[[Image:lists - projects.png|frame|center]]

If the projects node is not visible in the tree, ensure your laboratory is selected in the '''Lab''' dropdown box.

'''Step 2.''' All the projects for the selected laboratory are displayed in the right hand window. To see only the projects for a particular client select that client in the filter area (ensure the [[Image:global clients button.png]] button is selected to see only the clients for your laboratory), then click the '''Refresh''' button [[Image:buttons refresh.png]].

[[Image:project filter.png|frame|center]]

===Add projects===
'''Step 1.''' To add a project click the '''Add list item''' button [[Image:button add list item.png]] on the toolbar.

'''Step 2.''' The '''Add List Item: Projects''' window is displayed.
Ensure the correct laboratory is selected (if you have access to only one lab this will be locked), and select the client for which the project is being added.

'''Project code''' - all new job numbers MUST have the standard format XXXXXXXX#####XX. This consists of a four letter division code (LABT, GEOT, etc), a four letter laboratory code (eg. ALBU), a five digit sequential number (eg. 09523), and a two letter phase (eg. AA). For example LABTALBU09523AA.
If you leave the project code field blank an LABT code will automatically be created for you. To use a code from a different division (eg. GEOT), or to create an LABT code with a specific sequential number (for example when testing for another laboratory), you can type the code in the Project Code field.

[[Image:add project.png|frame|center]]

'''Step 3.''' The new project is shown at the bottom of the list. Enter the details of the project in the details area above the list. '''Note: If you leave the address fields blank then QESTLab will use the client address for reports. If you enter an address for the project QESTLab will use the project address on reports.''' Invoices will always have the client address details.

Other useful fields are the 'Principal' appears on reports, and the 'Email address' which is used when emailing reports.

[[Image:lists - projects details.png|frame|center]]

===Modify projects===
You may modify project details at any time.

'''Step 1.''' Click on the project in the project list. The details are shown in the details area.

[[Image:lists - projects modify.png|frame|center]]

'''Step 2.''' Modify the details. The contents of each field is saved as soon as the user clicks into another field.

===Delete projects===
To delete a project, select the project in the grid and click the '''Delete''' button [[Image:buttons delete1.png]] on the toolbar

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - add your current projects'''</big>

#Logon to the production system.
#Add your current projects.
|}

Notes.
<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==MANAGING FEE SCHEDULES==
This module covers the process of maintaining fee schedules in QESTLab. A complete list of billable items will be maintained centrally so each laboratory will only need to maintain the actual fee schedules for their laboratory, clients and projects.

'''Billable items cannot be created or modified by laboratory staff. New items must be requested by email from Herb Kaiserseder at Albury Office'''

By the end of this section users will:
#Understand the QESTLab ''Fee Schedule List'' and the ''Billable Items List''.
#Be able to create fee schedules for their laboratory, including specific fees for clients and projects.

{{QESTLab:Billing and invoicing - setup|tier===}}

{{QESTLab:Billing and invoicing - fee schedules|tier===}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - add your current fee schedules'''</big>

#Expand the '''Lists''' node in the tree and select the ''Fee Schedule List''. All the fee schedules for the test laboratory are displayed.
#Enter your current fee schedules.
|}

<DIV CLASS="pageBreak"/>
==MANAGING EQUIPMENT==
This module explains the process of maintaining equipment in QESTLab. By the end of this module users should be able to maintain the equipment register, and record calibration schedules for equipment.

{{QESTLab:Adding equipment|tier===}}

'''The standard format for equipment codes at Coffey Geotechnics is ##-LABCODE, where ## is a one or two digit number identifying the item. eg. 3-ALBU.'''

{{QESTLab:Calibration|tier===}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - Add the equipment for your laboratory'''</big>

#Expand the '''Equipment''' node in the tree.
#Add your current equipment, including calibration schedules.
|}

<DIV CLASS="pageBreak"/>
==MANAGING LOCAL LISTS==
At Coffey Geosciences some lists will be managed centrally, while others will be managed by each laboratory. By the end of this module users should be able to maintain all locally managed lists, including:
#Sampled by (list of field testers)
#Concrete suppliers
#Concrete plants
#Agg/soil materials
#Agg/soil material source (quarry)
#Customer requirements

{{QESTLab:Lists - other lists|tier===}}

===Lists in detail===
Each laboratory will also have their own versions of the following lists. The fields in each list are described below. Some fields are completely optional, or were created specifically for other users of QESTLab, and are not relevant for Coffey Geotechnics.

====Agg/Soil Material Source====

'''CODE:''' A unique code for the agg/soil material source

'''NAME:''' The name of the agg/soil material source

'''SUPPLIER CODE:''' The code of the supplier of this material, from the '''agg/soil supplier list'''.

'''CUSTOMER:''' optional

'''COSTCENTRE:''' optional

====Agg/Soil Materials====

'''CODE:''' A unique code for the material

'''NAME:''' The name of the material

'''SOURCE CODE:''' The agg/soil material source code from the '''agg/soil material source list'''

'''SPECIFICATION:''' Choose a default specification for samples of this type. This specification will be selected by default on the aggregate/soil sample screen when this material is selected.

'''TYPE:''' The agg/soil material type from the '''agg/soil material type list'''

====Concrete Plant====

'''CODE:''' A unique code for the concrete plant

'''NAME:''' The name of the plant

'''SUPPLIER:''' Supplier code and supplier name from the '''concrete supplier list'''

'''CUSTOMER CODE:''' optional

'''BATCH MATERIAL MAPPING:''' Used for interfacing with the concrete mix system, QESTMix.

'''BUSINESS:''' Used for interfacing with QESTMix

'''REGION:''' Used for interfacing with QESTMix

'''AREA:''' Used for interfacing with QESTMix

'''EMAIL:''' Email address of a contact at the plant

'''COST CENTRE:''' optional

====Concrete Supplier====

'''CODE:''' A unique code for the supplier

'''NAME:''' The name of the supplier

====Customer Requirements====

'''REQUIREMENT:''' A test requirement for a particular customer

====Sampled By====

'''CODE:''' A unique code for each technician

'''NAME:''' The name of the technician

'''NOTE CODE:''' optional

{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - populate your local lists'''</big>

#Expand the '''Lists''' node.
#Add required items to the local lists.
|}

<DIV CLASS="pageBreak"/>
==MONTHLY REPORTING==
QESTLab contains a number of pre-defined management reports. User are able to modify these or create new reports as required. This module explains the process of running monthly management reports.

By the end of this module users should be able to run a report for a desired date range. They should be able to save the report as a .CSV or.PDF file, print the report, or email the report if required.

{{QESTLab:Reports - running reports/charts|tier===}}

{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - produce and save a monthly management report'''</big>

#Expand the '''Reports''' node in the tree. Run the report specified by your trainer.
#Save the report as a .PDF file to your desktop.
#Click the '''Publish Report''' button and email the report to yourself.
|}

Coffey Geosciences - QESTLab Laboratory Supervisor Training Course

2006-09-29T02:59:40Z

Michael.johnson:

__NOTOC__
{| class="wikitable"
|[[Image:Coffey logo.jpg]]||
<big>Scope</big><br>
The laboratory supervisor training course provides detailed instructions for the duties normally performed by laboratory supervisors and data entry personnel. It covers sample registration, billing, checking test results, test report signing and distribution. It also covers the duties of laboratory technicians - finding work to be done and entering raw test data.

<big>Audience</big><br>
The course is intended for staff at Coffey Geosciences who normally perform the tasks of sample registration, billing, checking results, and signing and distributing test reports. This may vary depending on staffing arrangements at each laboratory and may include both laboratory supervisors and data entry personnel.

<big>Pre-requisites</big><br>
The course assumes a good knowledge of the various Australian and Road Authority standards for the sampling and testing of concrete, aggregates/soils and asphalt.
It also assumes general computer skills and familiarity with Windows operating systems.
|}

<big>Course Structure</big><br>
This training guide covers five modules:
#Getting Started with QESTLab
#Concrete Testing
#Soil Field Testing
#Other Soil/Aggregate and Asphalt Testing
#Billing and Invoicing

Throughout the course there are activities ([[Image:CheckBox.gif]]) that you should complete to reinforce what you have learnt.

After completing the course this guide is intended to be used as a reference for the use of the QESTLab and should be considered a user guide tailored to the 'Laboratory Supervisor' role.

More user information for the QESTLab product can be found at http://online.spectraqest.com

''All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools. The information contained herein can not be reproduced, copied, altered or distributed to a third party without the explicit written consent of Spectra Quality Engineering Software Tools Pty Ltd.''

<DIV CLASS="pageBreak"/>
==GETTING STARTED WITH QESTLAB==
=== Connecting to the Server ===
The QESTLab application runs on servers in the Coffey Sydney office. You will be provided with a shortcut on your desktop that is used to connect to these machines.

Once you have connected and logged on to these machines, start QESTLab by double clicking on the '''QESTLab Client''' icon.
{{QESTLab:Logging on|tier===}}
{{QESTLab:Navigation|tier===}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|
[[Image:CheckBox.gif|left]]<big>'''Activity - start, logon, navigate QESTLab'''</big>

#Connect to the Sydney server.
#Start the QESTLab program.
#Logon using your QESTLab user ID. Your QESTLab user ID has the format firstname_lastname.
#Logoff from QESTLab, '''without''' shutting down QESTLab (using the 'Security'' menu)
#Log back on to QESTLab.
#Click on each node in the QESTLab tree. For each node in the tree (work orders, samples, etc) scroll through the different filters that are available.
|}

Notes.
<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>

==CONCRETE TESTING==
===Registering concrete samples===
====Overview====
Concrete samples are added and displayed in the QESTLab tree under the '''Samples''' node.

There are two main documents (screens) for concrete testing in QESTLab - the '''concrete sample group''' document and the '''concrete sample''' document.
# The concrete sample group level contains, as the name suggests, information that is applicable to a ''group'' of concrete samples taken from the same project on a particular day. This includes the client, project and date cast, as well as other information.
# The concrete sample document stores the actual fieldsheet data for that sample, and the test data for each of the specimens in that sample.

In the QESTLab tree the concrete sample group is displayed with the concrete sample(s) 'hanging' off. In the example the concrete sample group is highlighted and shows the client, project and date cast. There is only one concrete sample in the example, but there may be many concrete samples, one for each fieldsheet for that project for that day. It is shown with the fieldsheet number, mix code, time sampled, and number of specimens i.e. cylinders.

The format of the sample codes is [Lab Code][Year][Report Type]-[number] e.g. ALBU06C-0072.

Notice the two other documents displayed at the same level as the concrete sample document. These document are the '''concrete test report''' document, and the QESTLab '''billing''' document. These are normally added whenever a concrete sample group is registered. The concrete test report is used to report concrete test results, and the billing document is used to store charges associated with the sample, for inclusion on an invoice at the end of the month.

[[Image:Concrete testing - overview tree Coffeys.png]]

The advantage of having two documents is that the concrete sample group allows information common to all samples to be entered once, billed once, and reported on the same test report.

<includeonly>{{{tier}}}</includeonly><noinclude>=</noinclude>=Registering a concrete sample group=<noinclude>=</noinclude><includeonly>{{{tier}}}</includeonly>

To register a concrete sample group follow the steps below:

'''Step 1.''' Select the '''Samples''' node in the tree, and click the '''New sample''' button [[Image:buttons new sample.png]].

[[Image:Concrete testing - sample registration tree Coffeys.png]]

'''Step 2.''' The ''Add Sample(s) and Document(s)'' window is displayed.
Ensure the correct laboratory is chosen, then select ''Concrete Sample Group'' from the '''Type of Sample''' to be added.

[[Image:Concrete testing - sample registration add Coffeys.png]]

'''Step 3.''' In the '''Select group(s)''' area, select '''Concrete Testing''' group as shown above, or select individually the documents to be added to the sample. In order to generate charges for the sample a '''billing document''' must be added when registering a concrete sample group.

'''Step 4.''' '''Ensure that the Sample ID field is left blank'''. The sample ID will be automatically generated. It has the for LABCODE YEAR REPORTTYPE - NUMBER. eg. ALBU06C-0231.

'''Step 5.''' Click OK to add the new sample. The selected documents will appear in the QESTLab tree below the concrete sample group as shown below.

Note the hierachical arrangement of the concrete sample. The concrete sample group document (highlighted) appears first and the concrete sample, billing, and test report documents all 'hang' off the concrete sample group.

[[Image:Concrete testing - sample registration new Coffeys.png]]

====The concrete sample group document====
{{QESTLab:Concrete testing - the sample group screen|tier=====}}
====The concrete sample document====
{{QESTLab:Concrete testing - the sample screen|tier=====}}
====The concrete specimen grid====
{{QESTLab:Concrete testing - the concrete specimen grid|tier=====}}

===Billing===
For instructions on generating the charges associated with this sample see section 7 - Billing.

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - register a concrete sample group'''</big>

'''Registering the sample group'''
#Register a concrete sample group. Use the document group '''Concrete Testing''' to add one sample, a billing document and a concrete test report.
#Complete the fields in the concrete sample group document and the concrete sample document to register the sample. Sample data will be provided in your training course. Note the sample number.

'''Billing'''
#Click on the billing document.
#Click on the '''Auto create''' button to generate the charges for the work order.
#Manually add an extra charge provided by your trainer.

'''Finding the sample'''
#Press F5 to refresh the QESTLab tree.
#Find the sample using the '''Concrete samples''' filter, using the client, project and date.
#Refresh the tree again, and find the sample using the sample number.
|}

Notes.

<DIV CLASS="pageBreak"/>
===Finding work to be done===
This section covers the process of finding concrete specimens due for testing.
This includes:
#Printing a daily worksheet of specimens due for testing.
#Bringing up an electronic version of the daily worksheet for data entry
#Searching for concrete samples using the sample ID or fieldsheet number.

{{QESTLab:Concrete testing - daily worksheet|tier====}}

{{QESTLab:Concrete testing - electronic worksheet|tier====}}

===Entering raw test data===
This section covers the process of entering the raw test data for concrete testing.

{{QESTLab:Concrete testing - entering raw test data|tier====}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - using the concrete worksheets'''</big>

'''Produce a daily worksheet'''
#Using the report '''Concrete Compressive Worksheet''' produce a daily worksheet for the date provided by your trainer.
#Print the daily worksheet to your default printer.
#Enter the raw test data on the worksheet, provided by your trainer.
'''Produce an electronic worksheet'''
#Using the filter '''Concrete Compression Tests''', produce an electronic worksheet for the same date.
'''Enter test data'''
#Enter the test data into the electronic worksheet. Enter the current time as the test time. Notice any failed specimens.
#Mark each specimen as measured and crushed by yourself.
#Note the first fieldsheet number on the worksheet.
'''Search by sample ID'''
#Using the filter '''Concrete Samples''' search for the concrete sample using the fieldsheet number above.
#Notice the test data has been populated for this sample.
|}

Notes.
<DIV CLASS="pageBreak"/>
==Checking test results and signing reports==
===Checking concrete test results===

{{QESTLab:Concrete testing - checking results|tier====}}

===Signing and distributing concrete test reports===

{{QESTLab:Concrete testing - test report overview|tier====}}

{{QESTLab:Concrete testing - sign test reports|tier====}}

{{QESTLab:Concrete testing - distribute test reports|tier====}}

{{QESTLab:Concrete testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
{|class = "wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - checking, signing and distributing concrete test reports'''</big>

'''Checking'''
#Use the filter '''Concrete Compression Tests''' to display the concrete test results to check. Use the date provided by your trainer.
#Mark all test results as checked using the '''Checked By''' button.
'''Signing'''
#Use the filter '''Concrete Test Reports''' to display concrete test reports that have not yet been signed. The date range will be provided by your trainer.
#Select the first test report in the list to display it, then sign the report by ticking the '''signed''' box.
#Sign the remaining test reports as a group, using the '''Batch Sign Reports''' button.
'''Distributing'''
#Click on the first report in the list. Print this report.
#Click on the second report. Save this report to your desktop as a .PDF file.
#Click on the Tests/Documents node and email all reports.
|}

Notes.
<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==SOILS FIELD TESTING==
===Registering work orders===
{{QESTLab:soils field testing - sample registration|tier====}}

===Billing===
For instructions on generating the charges associated with this work order see section 7 - Billing.

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - register a work order'''</big>

'''Registering the work order'''
#Register a new work order for dry density testing.
#Complete the data in the work order. Data will be provided by your trainer.
#Add tests to the work order using the test group '''AS Field Density:Std Compaction'''.
#Add three samples to the work order. Complete the sample information for each sample.

Tip: For '''Roadworks''' samples six samples are displayed on the test report rather than four for '''General''' sample types. Because Coffey has long sample numbers this currently truncates the sample number on the report. For this reason use 'Roadworks' to help you enter your roadworks data for the samples, then select 'General' after you have finished entering the sample data. This changes the report to only display four samples, and the sample number is displayed in full. This will be changed in the next release of QESTLab.

'''Billing'''
#Click on the billing document.
#Click on the '''Auto create''' button to generate the charges for the work order.
#Manually add an extra charge provided by your trainer.

'''Enter initial test data'''
#Complete the field density data.
#Complete the initial moisture content data, and oversize data.
#Complete the initial compaction data.
#At this point you need to wait for the final moisture content results. Record the work order ID, then refresh the QESTLab tree by pressing '''F5''' on your keyboard.
|}

Notes.
<DIV CLASS="pageBreak"/>
===Entering final test data===
After moisture content tests are complete the final data can be entered. This section covers the process of finding work orders and tests, and entering final data.

{{QESTLab:Soils field testing - finding work to be done|tier====}}

{{QESTLab:Soils field testing - finding work orders|tier====}}

{{QESTLab:Soils field testing - finding test documents|tier====}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - enter final results'''</big>

#Click on the '''Work Orders''' node in the tree.
#Find the work order you registered earlier using the work order ID, and using the project.
#On the work order screen enter the final moisture content test results provided.
#Update the MDD test, and import the MDD result to the relative compaction tests.
|}

Notes.
<DIV CLASS="pageBreak"/>
===Checking test results===

{{QESTLab:soils field testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
{|class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - checking results'''</big>

#Find the work order you registered above.
#Check the test results on the work order screen.
#Mark these test results as checked using the '''Checked By''' button on the work order screen.
#Find '''all''' complete work orders for this project.
#Select the first work order and mark as checked.
#Press F5 to refresh the tree.
|}

Notes.
<DIV CLASS="pageBreak"/>
===Signing and distributing soil field test reports===

{{QESTLab:Soils field testing - test report overview|tier====}}

{{QESTLab:Soils field testing - sign test reports|tier====}}

{{QESTLab:Soils field testing - the test report|tier====}}

{{QESTLab:Soils field testing - distribute test reports|tier====}}

<DIV CLASS="pageBreak"/>
{|class = "wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - signing and distributing soil field test reports'''</big>

#Find the work order you registered above.
#Select the test report, check this is ok and sign the report.
#Print the report.
#Save the report as a .PDF document.
#Email the report to yourself.
#Click on the Tests/Documents node in the tree.
#Use the filter '''Field Test Reports to Sign''' to display all soil field test reports ready to sign.
#Select the first test report in the list to display it, then sign the report by ticking the '''signed''' box.
#Sign the remaining test reports as a group, using the '''Batch Sign Reports''' button.
#Click the print button to print all reports.
|}

Notes.
<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>
==OTHER AGGREGATE/SOIL TESTING==
===Registering samples===

{{QESTLab:Aggregate/soil & asphalt testing - sample registration|tier====}}

====The sample screen====

{{QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen|tier=====}}

===Billing===
For instructions on generating the charges associated with this sample see section 7 - Billing.

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - register an aggregate/soil sample'''</big>

'''Registering the sample'''
#Register a new aggregate/soil sample. Add relevant Grading, Atterberg, and CBR tests to the sample.
#Add a billing document and an aggregate/soil test report
#Complete the sample information provided.

'''Billing'''
#Click on the billing document.
#Click on the '''Auto create''' button to generate the charges for the work order.
#Manually add an extra charge provided by your trainer.

#Record the sample number.
#Press F5 to refresh the tree.
|}

Notes.
<DIV CLASS="pageBreak"/>

===Finding work to be done===

{{QESTLab:Aggregate/soil & asphalt testing - finding samples|tier====}}

<DIV CLASS="pageBreak"/>
{| class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - search for a sample'''</big>

#Find the sample you registered in the previous exercise.
#Find all incomplete samples for this project.
#Find complete samples for this project for this month.
|}

Notes.
<DIV CLASS="pageBreak"/>

===Entering raw test data===

{{QESTLab:Aggregate/soil & asphalt testing - entering raw test data|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - particle size distribution|tier====}}

<DIV CLASS="pageBreak"/>
{|class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - enter data on an electronic worksheet'''</big>

#Display the sample you registered above.
#Select the grading test and enter the data provided in your training course.
#Record that you performed the test, using the '''T''' button on the worksheet.
#Repeat for the CBR and Atterberg tests.
#Press F5 to refresh the tree.
|}

Notes.
<DIV CLASS="pageBreak"/>

===Checking test results ===
{{QESTLab:Aggregate/soil & asphalt testing - checking results|tier====}}

<DIV CLASS="pageBreak"/>
{|class="wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - checking results'''</big>

#Find the sample you registered above.
#Mark each test result as checked using the '''T''' button on the test document.
|}

Notes.
<DIV CLASS="pageBreak"/>

===Signing and distributing test reports===
{{QESTLab:Aggregate/soil & asphalt testing - test report overview|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - sign test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - distribute test reports|tier====}}

{{QESTLab:Aggregate/soil & asphalt testing - the test report|tier====}}

<DIV CLASS="pageBreak"/>
{|class = "wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - signing test reports'''</big>

#Find the sample you registered above.
#Sign the report by ticking the '''signed''' box.
#Save the report.
#Email the report to yourself.
|}

Notes.
<DIV CLASS="pageBreak"/>
<DIV CLASS="pageBreak"/>

==BILLING AND INVOICING==
In QESTLab, ''billing'' refers to the process of generating the charges associated with each sample. The term ''invoicing'' is used to describe the process of generating invoices. QESTLab provides a complete billing and invoicing package. It is important to emphasise that no matter what type of testing you do, '''ALL''' your laboratory's charges can be captured and invoiced in QESTLab.

===Setting up your fees===

{{QESTLab:Billing and invoicing - setup|tier====}}

===Billing===

{{QESTLab:Billing and invoicing - billing|tier====}}

===Invoicing===

{{QESTLab:Billing and invoicing - invoicing|tier====}}

<DIV CLASS="pageBreak"/>
{|class = "wikitable"
|[[Image:CheckBox.gif|left]]<big>'''Activity - raise invoices'''</big>

#Raise invoices for all charges up to the current date. The client and project will be specified in your training course.
#Click the '''Preview''' button to preview the first invoice.
#Return to the '''Details''' view. Unselect the first two samples and preview the invoice again.
#Tick the '''Roll up indentical items''' box and notice the change to the invoice.
#Notice that changes to the billing document are immediately reflected on the invoice.
#Print the invoice and mark it as '''printed'''.
#Select the second invoice in the list. Save this invoice as a file to your desktop, and mark the invoice as '''printed'''.
|}

Notes.
<DIV CLASS="pageBreak"/>

===Work done by/for other labs or departments===

{{QESTLab:External testing|tier====}}

<DIV CLASS="pageBreak"/>
'''Notes.'''
<DIV CLASS="pageBreak"/>