Jump to content

Coffey Geosciences - QESTLab Laboratory Supervisor Training Course

From QESTonline

Scope
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 data input, test report signing and distribution. It also covers the duties of laboratory technicians - finding work to be done and entering raw test data.

Audience
The course is intended for staff at Coffey Geotechnical 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.

Pre-requisites
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.

All content and images (c) 2000-2006 Spectra Quality Engineering Software Tools

Getting started with QESTLab

This module covers the process of starting and logging on to QESTLab, and a description of the main screen in QESTLab.

By the end of this module users will be able to start and log on to QESTLab, change their password, have an understanding of the main screen in QESTLab, and use the QESTLab tree to navigate the main areas of QESTLab.

Suggested duration: 15 minutes


Logging in to QESTLab

Step 1. To start QESTLab double click the QESTLab Client icon on the desktop.

Step 2. When QESTLab has loaded the QESTLab log in screen will appear. Enter your QESTLab login name and password provided to you by your QESTLab administrator.

The first-time password that is generated by the system by default is "QEST_password" (minus the quotes). You will be prompted to change this when you access QESTLab for the first time.

Changing your password

The first time you log in to QESTLab change your password to something known only to you.

Step 1. With QESTLab running click the Security menu then select Change Password.

Step 2. In the Old Password field type your current password.

In the New Password field type your new password. Re-enter your new password in the Confirm Password field.

Step 3. Click OK to save your new password.

Logging out

Logout and change user

It is possible to log a different user in to QESTLab without shutting down QESTLab and restarting.

Step 1. With QESTLab running click the Security menu then click Logout.

Step 2. To login another QESTLab user, click the Security menu then click Login.

The new user can then enter their username and password as normal.

NOTE:

1. If you are logged on and the computer that you are running QESTLab on is unattended then there is the possibilty that another person may use the computer to carry out work under your name. When not using QESTLab it is recommended that you either Logout off QESTLab or lock the computer.

2. While you are logged in the Audit Trail keeps a log of every action you make in QESTLab. This is a security feature that enables the tracking of every change made to every field in QESTLab. For this reason you must only work in QESTLab when logged on using your own account.

Close QESTLab

To close QESTLab down on your computer click the File menu then click Exit, or click on the X button in the top right corner of the QESTLab screen



Navigating QESTLab

QESTLab operates like Windows Explorer. There is a left hand and a right hand window. Navigation in QESTLab is done using the tree in the left hand window.

The QESTLab tree

Notice the names of the nodes in the tree. Each node allows the user to manage a different area in QESTLab. For example, the Samples node is used to register samples in QESTLab.

The QESTLab tree will look different for users with different levels of permissions in QESTLab. If a user does not have access to a particular area in QESTLab, that node will not be displayed in the tree. For example, if you do not have rights to modify clients in QESTLab you will not see the clients node in the tree. The image below shows all the possible nodes in the QESTLab tree.

Below is a brief description of the different areas in the tree.

Clients Users with sufficient rights may add, remove and maintain details for all your customers in this area.
Projects Add, remove and maintain the list of projects your organisation is working on.
Work Orders Work orders are a convenient way to register a group of samples. They are similar to a test request. Select the work orders node to register and search for work orders.
Samples Individual samples are registered and displayed under the samples node. Select the samples node to register or search for samples.
Tests/Documents Select the tests/documents node to search for tests, test reports, or documents other than work orders or samples. Expand this node to see the filters that can be used to search for various documents in QESTLab.
Billing When invoices are raised they are displayed under the billing node.
Equipment Equipment is registered in QESTLab and displayed under the equipment node. Expand the equipment node to see the different types of equipment that can be registered in QESTLab.
Lists QESTLab lists allow you to maintain lists of commonly used items, such as concrete plants, aggregate/soil materials, tester names, and many others. This makes data entry faster and simpler. Lists are displayed and maintained under the lists node.
Reports and Charts This area is used to create and run reports and charts for quality control or other management functions.
Specification Specifications are used to set acceptable limits for test results. They are created and maintained under the specifications node.

The QESTLab tree can be hidden by clicking on the Show/Hide Tree button in the toolbar.


Laboratories

The Lab dropdown box above the tree shows the labs to which you have access.

The global lab

Most users will have access to only one laboratory. In this case you will see this lab plus the (global) lab. The global lab contains data (generally clients, plus other data) that needs to be available to all labs.

Note that if you change the lab selected in the Lab dropdown box the tree will change. If you notice that the tree looks unfamiliar or nodes are missing check that you have your lab selected and not the (global) lab.

Accessing more than one lab

If you have been granted rights to more than one laboratory you will see these labs in the Lab dropdown box. Select a laboratory to restrict the data shown in QESTLab to that lab. (all) will also be shown in the laboratory list. Selecting a lab of (all) simply displays information for all laboratories that the user has access to.

Notice that if all laboratories is chosen, then the tree will group items by laboratory, as shown below for the Lists.

This functionality can be turned off by clicking the Show/hide lab nodes button on the toolbar. If this is de-selected then information is not grouped by laboratory.

Filters

Filters are a way of searching for documents in QESTLab, such as samples, test reports, or invoices. Filters are displayed in the left hand window underneath the QESTLab tree. Filters are included with QESTLab and new ones may be created as required by your QESTLab administrator.

Since different filters are used to search for different things, notice that a different filter appears in the filters area depending on which node is selected in the QESTLab tree.


Activity - start, logon, navigate QESTLab

  1. Start the QESTLab program.
  2. Logon using your QESTLab user ID. Your QESTLab user ID has the format firstname_lastname.
  3. Logoff from QESTLab, without shutting down QESTLab (using the 'Security menu)
  4. Log back on to QESTLab.
  5. Click on each node in the QESTLab tree. Notice any change in toolbar buttons, and the filter area below the tree.

Concrete testing

Registering concrete samples

This module covers the process of registering a group of concrete samples, called a concrete sample group in QESTLab. It describes all the screens in detail.

By the end of this section users should be able to register a concrete sample group. They should also be able to include a billing document for the capturing of billing information for the sample, and a concrete test report to report the test results.

Suggested duration: 1 hour


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.

  1. 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.
  2. 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, plant, time sampled, and mix.

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.

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.

Registering a concrete sample group

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 .

Step 2. The Add Sample(s) and Document(s) window is displayed. To add a concrete sample group, select Concrete Sample Group from the Type of Sample to be added.

Step 3. In the Select group(s) area, select the concrete sample group as shown above, or select individually the documents to be added to the sample. Users with sufficent rights will also be able to create, edit and delete document groups at this screen.

Note that if a document is not listed on this screen then your organisation is not licensed for that document. If a document appears but is greyed out then your user account does not have rights to view or edit that document.

In order to generate charges for the sample a billing document must be added when registering a concrete sample group. For more details on billing see Billing and Invoicing. In order to report test results a concrete test report must be added. For more detail on reporting test results see the article Concrete testing - the test report.

Step 4. Select the laboratory at which you wish to register the sample. (This selection will be disabled if the laboratory context has been established in the QESTLab tree.)

Step 5. Leave the Sample ID field blank to automatically create a sample ID using the QESTLab sample counter.

Step 6. To copy an existing sample click the Copy details from existing sample drop down list. This lists all concrete sample groups for the selected laboratory in the QESTLab database. Select a sample to copy if required. Note that for large databases it may take up to a minute to populate this list. The exact fields that will be copied to the new sample is defined in the QEST Administrator Console by a user with QESTLab administrator rights.

Step 7. 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.

Note the concrete sample group document (highlighted) in the tree displays the sample number assigned using the concrete sample counter, but the client, and project and date cast are not yet populated. Similarly the concrete sample does not yet display the fieldsheet number, plant or other details in the tree. These will be displayed when the concrete sample group document and the concrete sample document are completed.


The concrete sample group document

The next step in the registration is to complete the fields in the concrete sample group document. The concrete sample group document provides a means of entering information that applies to many concrete samples (fieldsheets).

Completing the concrete sample group document

Step 1. Select the concrete sample group document in the tree.

Step 2. The concrete sample group document is displayed in the right hand window. Some customers have requested their own customised version of this document which may look slightly different to the example below.

Any field with a button can be selected from a list. For fields with two boxes, either select the item from the list or enter the code in the first box and press Enter on the keyboard.

frame

Select a client and project and enter the date cast, date received, and moisture cure time. The remaining fields can be completed if required. Remarks appear on the concrete test report in the remarks box at the bottom of the report as shown below.


The concrete sample document

The last step in the registration process is to complete each concrete sample document in the concrete sample group. The concrete sample document contains the fieldsheet data and the details of each specimen.

Completing the fieldsheet data

Step 1. Click on the concrete sample document in the tree.

Step 2. The concrete sample document in displayed in the right hand window. Again, this document may look slightly different to the example below.

Step 2. Enter the following data:

  1. The unique fieldsheet number.
  2. The grade, this will automatically populate the F'c field.
  3. Select the name of the person who did the sampling in the Sampled By drop down box.

The remaining data on this screen is optional. Each field is described in the table below.

Fieldsheet The unique fieldsheet number. The fieldsheet number must be unique and can be the number from a pre-printed fieldsheet or simply a sequential number managed by the laboratory.
Time Batched Time, in 24 hour format, that the batch of concrete was batched. Any format is acceptable. eg 1200, 12.00, 12:00, 12, 12a, 12 pm, etc.
Time Sampled Time, in 24 hour format as above, that this sample was taken.
On Site
Sampled By Select the name, or enter the code, of the person who took the sample. Populated from the QESTLab Sampled by list.
Grade Grade of the concrete in this sample. eg N32. The grade is used to populate the F'c.
F'c Design strength of the concrete. Automatically populated from the grade. eg 32. The F'c is used to calculate which specimens have failed strength testing.
Plant Select the name, or enter the code, of the plant that batched the concrete. Populated from the QESTLab Concrete plant list.
Mix The mix code of the mix in the batch.
Max Agg The size of the maximum aggregate in the mix.
Supplier The concrete supplier for the plant selected in the Plant field. The supplier field is populated with the supplier name entered in the concrete plant list for this plant.
Design Slump The design slump of the mix.
Meas. Slump (initial) The measured slump before additives.
Meas. Slump (final) The measured slump after additives.
Truck The reference number of the truck that delivered the batch of concrete associated with this docket number.
Docket No. Docket (ticket) number for the batch.
Batch No. Batch number for the batch.
Water Added Before/After Test (WABT/WAAT) Check the relevant box to display the litres field, and enter the amount in litres.
Weather The weather at sampling time. Populated from the QESTLab Weather list.
Temperature Air/Concrete Air/concrete temprature at time of sampling.
Compaction Select the concrete compaction method. Populated from the QESTLab Concrete compaction method list.
Sampling Method The sampling test method number used for this sample.
Conditioning
Load The size of the concrete load in the batch.
Prog Load
Sampling Location Select the sampling location.
Location Enter details of the location if required.
Remarks Enter remarks regarding the sample if required.

Step 3. Slump only tests

If the sample was taken for slump testing only, and no specimens are to be added, tick the Slump Only box to identify the sample as a slump only sample.

Note that this will only register as one slump test when charges are generated later. If you wish to charge for more than one slump test you can manually alter this in the billing document later.

Step 4. Registering concrete specimens

To register and display the specimens for this sample select a test group from the Test Group drop down box. Test groups are setup by a QESTLab administrator in the concrete test groups list. They contain commonly added groups of specimens and are used to save time during sample registration. Note that once a test group is selected and the sample is saved, the test group field is hidden and no longer available for selection.

Alternately specimens may be added manually, without selecting a test group, by simply entering the number of specimens in the No. field. Also, note that even if specimens are added using a test group, extra specimens may be added by increasing the number in the No. box.

Step 5. The concrete specimens are shown below the fieldsheet information. Notice that much of the data has been completed for each specimen. This is contained in the concrete test group.

If this is correct then the process of sample registration is complete.


The concrete specimen grid

Each field in the concrete specimen area is explained below. Note that the test data and results fields are only shown when the relevant checkbox is ticked.

You may make changes to the data that was entered as part of the concrete test group in this area. Test data can also be entered here, although it is generally entered elsewhere using an electronic version of the daily worksheet to enter data for all specimens tested that day.

The important fields are highlighted in bold.

The specimen details fields
Specimen ID Consists of the fieldsheet number and the ID of the specimen (A,B,C etc). Identifies the specimen on the concrete test report.
Type The test to be performed on the specimen. eg COMP100, FLEX150, etc. Note that the type selected determines the measurement columns that are displayed. Different columns will be displayed for different test types.
ID A letter used to identify each specimen in a sample (A,B,C etc).
Client ID The client specimen ID if required.
Age The age of the specimen, in days, at which the test must be conducted. The age may be changed by typing a different age in this field. Note this will change the test date.
Test Date The test date for the specimen. This is automatically calculated from the date cast on the concrete sample group screen, and the specimen age.
Std Cure The standard cure. Leave blank or enter one of the three following options: number of days, A for air cured, or S for site cured. Reported on the concrete test report.
Mould The identifying number of the mould used for this specimen.
Spec Locn The location of the specimen in the curing room or water tank.
Cap Type of cap used in testing. The cap is reported on the concrete test report.
Fc The F'c of the mix.
Marks Record significant marks on the specimen. The marks are reported on the concrete test report.
Print Select Yes or No to determine whether the test results for this specimen will appear on the test report.
Charge Select Yes or No to determine whether the charge for this specimen will be included in the automatic generation of charges for this sample.
Charge to Plant Select Yes or No to determine whether this specimen will be charged to the plant instead of the client for this sample group. This requires that the plant have an entry in the QESTLab client list.
Extern Samp Select Yes if the specimen was sampled externally.
The test data fields

Enure the Show Test\Raw Data box is ticked to display the test data columns.

The test data columns appear between the Cap and Density columns, and also include the Test Time and Age Hours columns. Note that the measurement columns that appear depend on the type of specimen selected in the Type column.

Measurement columns The measurements for the relevant dimensions of each specimen type (ie. Dia1, Dia2, Dia3, Len, Len1, Len2, Wid, Wid1, Wid2, Dep, Dep1, Dep2, Spn, Height). Note that only the relevant dimension fields will be shown, for each specimen type. Also not that the average of the two measurements (eg Dia1 and Dia2) is reported on the concrete test report along with the other measurement (eg Height).
Weight The weight of the specimen in kgs.
Load The load on the test machine in kNs. The density and strength results that are reported on the concrete test reports are calculated using the measurement, weight and load results above.
Extern Crush Select Yes if the specimen was crushed externally.
Test Time The test time in 24 hour format.
Age Hours The specimen age in hours, calculated from the test time.
The results fields

Tick Show Results to display the result columns.

Dens The density calculated from the test data and reported on the concrete test report.
Strgth The strength calculated from the test data and reported on the concrete test report. The type of strength reported on the test report varies for diferent test types (eg compressive strength for COMP tests, modulus of rupture for FLEX tests, etc).
Prd Str Predicted strength. If the QESTLab is integrated with QESTMix then the system can predict the acceptance age strength of an earlier age specimen. Note that this field is not visible for some specimen types.
Wet Dens Optional entry of Wet density result.
Failure Mode the failure mode for each specimen. A list of possible failure modes is maintained by a QESTLab administrator in the QESTLab concrete failure mode list. There are two important implications of choosing a failure mode. The first is that some failure modes will result in the exclusion of this result from sample average calculations. The second is that for some failure modes the specimen is considered complete. The failure mode is reported on the concrete test report.
Measured By The name of the person who measured this specimen.
Crushed By The name of the person who crushed this specimen.
Checked By The name of the person who checked the results for this specimen.


Activity - register a concrete sample group
  1. Register a concrete sample group including one sample, a billing document and a concrete test report. Use the document group Concrete Testing
  2. Complete the fields in the concrete sample group document and the concrete sample document. Data will be provided in your training course.

Finding work to be done

This module covers the process of finding concrete specimens due for testing.

By the end of this module users will be able to use a QESTLab report to print a daily worksheet of all specimens due for testing on a particular day. The will also be able to use a filter to display the electronic worksheet for the day's testing. They will also be able to search by sample ID and fieldsheet number.


Printing a daily worksheet

Follow the steps below to print a daily worksheet for all specimens due for testing on a particular date. Note that the daily worksheet report can be modified by your QESTLab admininstrator, so the name and layout of the report may be slightly different to that presented here.

Step 1. Expand the Reports node in the QESTLab tree. All reports are displayed in this area. Select the daily worksheet report. In the example it is called Concrete Compression Worksheet and found in a group called Concrete Testing. This may be different in your laboratory.

Step 2. The filter is displayed in the QESTLab filter area below the tree. Enter the required test date, or select the date using the calender. Click the Refresh button to run the report.

Step 3. The worksheet is displayed in the right hand window. An example is shown below.

Click the Print button in the toolbar to print the worksheet.


Activity - print a daily worksheet
  1. Using the report Concrete Compressive Worksheet produce a daily worksheet for the date provided by your trainer.
  2. Print the daily worksheet to your default printer.
  3. Enter the raw test data on the worksheet, provided by your trainer.


Using the electronic worksheet

QESTLab provides an electronic worksheet for entering test data for all specimens for a particular date, regardless of project. The electronic worksheet may be used to enter data directly into QESTLab during testing or to enter data written on a printed daily worksheet.

Step 1. Expand the Tests/Documents node in the tree and select the filter Concrete Compression Tests. Note that this is not the daily worksheet discussed earlier, which is found under the Reports area in the tree.

Step 2. The Concrete Compression Tests filter is displayed in the data filter area.

Notice that the date defaults to Today. If a different date is required enter the date or use the calendar to select the date. You may also limit the search further by entering a sample ID or a fieldsheet ID. Run the filter by clicking the Refresh button .

Step 3. The specimens are displayed in the tree, grouped by test type. Note that this grouping may be slightly different for your organisation.

Step 4. Click on the test type node in the tree (eg. click on COMP100). The specimens are displayed in the right hand window ready for data entry.

Searching for concrete samples using the sample or fieldsheet ID

You may also want to search for particular concrete samples rather than displaying the electronic worksheet for specimen data entry. To do this follow the steps below:

Step 1. Select the Samples node in the tree.

Step 2. In the filter area, select either Concrete Samples or the Concrete Sample Groups filter.

.

Step 3. Enter a sample ID, fieldsheet ID or other search criteria and run the filter by clicking the Refresh button . The samples will be displayed in the tree


Activity - produce an electronic worksheet

Search by date

  1. Using the filter Concrete Compression Tests, produce an electronic worksheet for the date provided by your trainer.
  2. Specimens on this worksheet come from several different fieldsheets. Notice how many fieldsheets are represented on this worksheet?

Search by fieldsheet number

  1. Using the same filter, produce an electronic worksheet using the fieldsheet ID provided by your trainer.

Search by sample ID

  1. Using the same filter, produce an electronic worksheet for using the sample ID provided by your trainer.

Entering raw test data

This module covers the process of entering raw test data for concrete testing. By the end of this section users should be able to enter test data either during testing, or afterwards using the printed worksheet. They should be able to record which technician did the measuring and which technician did the crushing.


For a full description of each specimen field, see the previous section on The Concrete Specimens. Note that many of the specimen fields have already been entered for the specimens. This was done during sample registration. Enter the test data as follows:

Step 1. Tick the Show Raw Data box to display the test data columns in the worksheet.

Step 2. Enter the measurements, weight and load results for each specimen. Press ENTER on your keyboard to move from one cell to the next. There is no need to click in each cell using the mouse.

The strength and density results for each specimen will be calculated and displayed in the grid. If a strength result is less than the F'c the result is highlighed in red.

Step 3. Enter the test time for each specimen. The age in hours will be calculated and automatically populated.

Step 4. By default the failure mode will typically be set to 'N' (Normal). If the failure was not normal then you can use an alternative letter designation as per the 'Failure Mode List'. For example 'S' for Shear, 'A' for Abnormal, etc.

Step 5. Optionally you may select the QESTLab user who measured and crushed the specimen in the Measured By and Crushed By fields.

Test results calculated by QESTLab

When raw test data is entered QESTLab calculates the following results:

  1. The density and strength result for each specimen.
  2. Sample average strength/densty - The average strength and density results for specimens of a certain type and age are calculated and stored in the database (eg. the average 28 day strength for COMP100 specimens). This is done for each sample.
  3. Pair difference - The difference in strength and density results between two specimens of the same type and age is calculated and stored for each sample.

The sample average and pair difference calculations are done for predetermined ages present in a sample. (Typically, 7,28,56 and 90 day). If these differences exceed tolerances (as per AS1379 for Australia) then the results are highlighted in red.

It is important to realise that data entered for specimens on the electronic worksheet is stored with that sample and reported on the concrete test report. The worksheet is simply a convenient way to enter data for multiple samples.


Activity - complete an electronic worksheet
  1. Using the printed worksheet above, enter the raw test data into the electronic worksheet. Enter the current time as the test time. Notice any failed specimens.
  2. Mark the specimens as measured and crushed by yourself.

Checking concrete test results

This module covers the checking of concrete test results and signing of concrete test reports.

By the end of this section users with sufficient rights should be able to use a filter to display concrete test results that are complete and ready for checking, and then mark them as checked.

Users should also be able to use a filter to display concrete test reports that are ready for signing, and sign them either individually or as a group.

Suggested duration: 1 hour


Overview

Most authorities require that the test results are checked, often by a different technician than the one who performed the work. In QESTLab, checked documents can only be changed by users with QESTLab laboratory supervisor rights.

Checking results

Step 1. Use a filter, such as Concrete Compressive Testing to bring up the electronic worksheet with the days testing. Note that this filter may be named differently in your organisation.

Step 2. Click on the Checked By button to mark all the completed specimens displayed as checked. Alternately mark specimens individually using the Checked By drop down list for each specimen.

Note that any incomplete specimens will not be marked as checked. A specimen is considered complete when it has a strength result or a Mark or Failure Mode with a corresponding entry in the Concrete specimen marks or Concrete failure mode lists that has been flagged to be considered Complete. For example a specimen that is destroyed on site may be marked with an X and should be considered complete, even though a strength result can not be determined.

Also note that if you have just checked later day specimen results (eg. 28day), and the concrete test report has already been issued for earlier results, then the test report will need to be un-signed and re-signed for the newly checked results to appear.


Activity - checking concrete test results
  1. Use the filter Concrete Compression Tests to display concrete test results. Use the date provided by your trainer.
  2. Mark all results as checked using the Checked By button.

Signing and distributing concrete test reports

This module covers the signing and distribution of concrete test reports

By the end of this section users with sufficient rights should be able to use a filter to display concrete test reports that are ready for signing, and sign them either individually or as a group.

They should then be able to distibute them either by printing the report or by saving the report as a .PDF file, or by emailing the .PDF file directly from QESTLab.


Overview

Once test results have been checked they are ready to be signed. In order to sign a report a user requries QESTLab signatory rights for all the test results shown on the test report.

When a test report has been signed any document with results appearing on that test report is read only.


Sign test reports

Step 1. Display the required test reports using a filter to display test reports, such as the Concrete test reports filter. Note that this filter may by named differently in your organisation.

Step 2. Enter a test date or a sample ID and click the Refresh button.

Step 3. All the test reports returned by the filter will be displayed in the tree.

Step 4. To display a test report click on it in the tree. The test report will be displayed in the right hand window.

The concrete test report is described in detail below. Each test report can be displayed and checked before being signed and issued.

Step 5. When test reports have been reviewed sign them all by selecting the Tests/Documents node, then clicking on the button on the toolbar. Note that this button is only available when the Tests/Documents node is selected, and not when one of the test reports is selected.

Alternately each test report may be signed individually. To sign an individual test report select it in the tree, then click on the checkbox at the bottom left of the document.

To sign a test report but leave it non-endorsed tick the Non-endorsed box at the bottom right of the test report before signing. The accreditation logo is not shown on non-endorsed reports.

Once a test report has been signed the sample and all related data is read only for all users regardless of Lab Supervisor or other rights. If a change needs to be made then a signatory needs to un-sign the test report by clearing the check box. The change can then be made and the report re-signed.

The only exception to this rule is that, even after the test report has been signed, concrete specimen tests that have not yet been checked can be entered/modified. This exception allows for the recording of later age results (eg. 28 days) where a test report has already been issued for an earlier age (eg. 7 days). However, even once the later age result is entered and checked it will not appear on the test report until the repot has been un-signed and re-signed.


The concrete test report

The test report header

All test reports in QESTLab share the same header. Note that many of the fields shown below are only visible once the test report is signed.

The following fields can be customised using the QEST Administrator Console if required.

  1. Laboratory Logo - The logo for each laboratory is set in the QEST Administrator Console, under Laboratories > Internal.
  2. Accreditation Logo - The default is the NATA logo. This may be changed for users in countries other than Australia.
  3. Accreditation Text - The default text is shown. This can be replaced by entering your preferred text in the Accreditation Text option in the QEST Administrator Console.
  4. Endorsment Text - The default text is shown. This can be replaced by entering your preferred text in the NATA Endorsement Text option. If the test report is marked as Non-endorsed prior to signing then no text will display. The user must specify their preferred text in the Non Endorsed Text option.
  5. Approved Signatory - By default the text "Approved Signatory" precedes the name and title of the user who has signed the test report. This text can be replaced by entering your preferred text in the Approved Signatory option.
  6. Laboratory Details - These are set in the QEST licence file and can only be modified by Spectra QEST.
  7. Client and Project Details - Check the Specify client and project checkbox to display a different client and project on the test report to the one set in the sample.
The concrete test results
  1. Results are grouped by test type (eg. cylinders, grout cubes).
  2. The Details of sampled concrete section contains fieldsheet data.
  3. The Concrete specimens and results section contains specimen data and results.


Activity - signing test reports
  1. Use the filter Concrete Test Reports to display concrete test reports by date. The date will be provided by your trainer.
  2. Select the first test report in the list to display it, then sign the report by ticking the signed box.
  3. Sign the remaining test reports as a group, using the Batch Sign Reports button.


Distribute test reports

Test reports may be distibuted by:

  1. Printing.
  2. Emailing as an Adobe Acrobat (*.PDF). file.
  3. Saving as an Adobe Acrobat (*.PDF) file to be emailed later.
Printing test reports

Step 1. Use a filter, such as Concrete Test Reports, to search for concrete test reports by date or sample, as described above.

Step 2. When all test reports have been signed, click the Print button to print all test reports. Alternately select an individual test report, and click the print button to print that report only.

Emailing test reports

Step 1. Use a filter, such as Concrete Test Reports, to search for concrete test reports by date or sample, as described above.

Step 2. When all test reports have been signed, select the Tests/Documents node in the tree and click the Publish button . This will prompt QESTLab to email all the displayed test reports. If an individual test report is selected then only that report will be emailed.

Step 3. The Batch Email window is displayed. Click OK.

Step 4. The Email Details window is displayed. Ensure the PDF Format button is selected, and enter the email address(s) for this project.

Saving a test report as a .PDF file

This option only applies to individual test reports.

Step 1. Click on an individual test report in the tree.

Step 2. Click the Export to File button [Image:buttons pdf button.png]].

Step 3. Browse to the location to save the file, enter a file name.

Step 4. Select Save as type Adobe Acrobat (*.PDF).

Step 5. Click Save to save the report. The file can be emailed or printed when required.


Activity - distributing concrete test reports
  1. Click on the Tests/Documents node in the tree.
  2. Use the filter Concrete Test Reports to display concrete test reports that have been signed and not distributed.
  3. Click on the first report in the list. Print this report.
  4. Click on the second report. Save this report to your desktop as a .PDF file.
  5. Click on the Tests/Documents node and email all reports.

Soils field testing

Registering work orders

This module covers the process of registering a group of soil field testing samples. In QESTLab this is done using a work order, which is equivalent to a test request or work request.

By the end of this section users should be able to register a group of field samples as a work order, with all the necessary tests to be condutcted on the samples. As part of the registration process they should also be able to register a billing document and test report documents with the work order.

Suggested duration: 1 hour

QESTLab:soils field testing - sample registration

Activity - register a work order
  1. Register a new work order. Add a billing document and a Field

Density - Dry Density Ratio test report.

  1. Complete the data in the work order. Data will be provided by your trainer.
  2. Add tests to the work order using the test group AS Field Density:Std Compaction
  3. Add three samples to the work order. Complete the data in each sample.

Finding work to be done

Overview

Technicians searching for testing work to be done have several options. They can search for:

  1. Work orders - you can search for all work orders for a particular project, date range or other criteria. You can also use the work order ID to bring up a particular work order. Test data may then be entered for all the samples in this work order.
  2. Specific Tests - instead of searching for each work order, you can search for all instances of a particular test, such as all incomplete moisture contents, that are waiting to be done. This will display all these tests, regardless of which job they belong to.

The method for searching is optional and may vary between laboratories.


Activity - search for a work order
  1. Using the default sample filter, find a work order using the work order ID provided in your training course.
  2. Some test results can be entered directly into the work screen. On the work order screen enter the test results provided for the test Nuclear field density [RTA T173].
Activity - search for MDD tests
  1. Using the filter MDD Tests, display all the MDD tests that are currently awaiting test results.

Entering raw test data

Entering data on the work order screen

As mentioned above, test data for some tests can be entered on the work order screen. For example, field density and moisure content test data, which doesn't required complex calculations may be entered on the work order screen. The advantage of entering data on the work order screen is that data can be entered for all samples on the one screen.

Entering data on the electronic worksheet

Other tests such as the maximum dry density have more complex calculations. Therefore data needs to be entered on the electronic worksheet provided for this test. The maximum dry density worksheet is described below.


Activity - bulk enter data on the work order screen
  1. Using the default sample filter, find a work order using the work order ID provided in your training course.
  2. On the work screen some test results can be entered.
  3. On the work order screen enter the test results provided, for the test Nuclear field density [RTA T173].
Activity - enter data on an electronic worksheet
  1. Using the filter MDD Tests, display all the MDD tests that are currently awaiting test results.
  2. Select the first MDD test.
  3. Enter the data provided in your training course.

Checking test results

This module covers the checking of test results and signing of test reports.

By the end of this section users with sufficient rights should be able to use a filter to display test results that are complete and ready for checking, and then mark them as checked.

Suggested duration: 1 hour

QESTLab:soils field testing - checking results

Activity - checking results and signing test reports
  1. Click on the Tests/Documents node in the tree.
  2. Use an appropriate filter to display aggregate/soil test results that are complete and are awaiting checking.
  3. Mark each test result as checked using the T button on the test document.

Signing and distributing soil field test reports

This module covers the signing and distribution of soil field test reports

By the end of this section users with sufficient rights should be able to use a filter to display soil field test reports that are ready for signing, and sign them either individually or as a group.

They should then be able to distibute the reports by printing a copy, the report or by saving the report as a .PDF file, or by emailing the .PDF file directly from QESTLab.

QESTLab:Soils field testing - the test report

Activity - signing soil field test reports
  1. Click on the Tests/Documents node in the tree.
  2. Use the filter Field Test Reports to display soil field test reports for the date.
  3. Select the first test report in the list to display it, then sign the report by ticking the signed box.
  4. Sign the remaining test reports as a group, using the Batch Sign Reports button.
Activity - distributing soil field test reports
  1. Click on the Tests/Documents node in the tree.
  2. Use the filter Field Test Reports to display soil field test reports that have been signed and not distributed.
  3. Click on the first report in the list. Print this report.
  4. Click on the second report. Save this report to your desktop as a .PDF file.
  5. Click on the Tests/Documents node and email all reports.

Other aggregate/soil and asphalt testing

Registering samples

This module covers the process of registering an aggregate or asphalt sample for laboratory testing.

By the end of this section users should be able to register a sample, and associated documents including the tests to be

conducted on the sample, a billing document and a test report.

Suggested duration: 1 hour

QESTLab:Aggregate/soil & asphalt testing - sample registration

QESTLab:Aggregate/soil & asphalt testing - the aggregate/soil sample screen

Activity - register a work order
  1. Register a new aggregate/soil sample. Add the following test to the sample - Grading AS1141.11.
  2. Add a billing document and an aggregate/soil test report
  3. Complete the data in the sample. Data will be provided in your training course.

Finding work to be done

Overview

When a technician wants to find testing work that needs to be completed they have a number of options. They can search for all samples for a particular job, all samples tested over a particular period, and a number of other search criteria. If they know the sample number they can just bring up that sample.

Alternately, technicians can search for all instances of a particular test that need to be done. For example they can find all CBR tests that are currently incomplete, regardless of which job they come from.


Activity - search for a sample
  1. Using the default sample filter, find a sample using the sample ID provided in your training course.
  2. Expand the sample to see the tests for this sample.
Activity - search for grading tests
  1. Select the Tests/Documents node.
  2. Using an the filter Grading Tests, display all the grading tests that are currently awaiting test results.

Entering raw test data

QESTLab electronic worksheets

QESTLab provides a custom electronic worksheet for each test method. Data is entered into the worksheet during testing, and QESTLab calculates the test results according to the relevant standard.

The tests to be conducted on a sample are displayed in the tree under the sample. To display the worksheet for a particular test click on that test in the tree.

  1. In the Equipment area, select the equipment used for this test.
  2. In the Details area enter the test data.
  3. The results will be calculated and displayed in the grey result fields.

Some worksheets such as the PSD worksheet contain more complex calculations.

The PSD worksheet is described in detail below.


Activity - enter data on an electronic worksheet
  1. Using the filter Grading Tests, display all the grading tests that are currently awaiting test results.
  2. Select the first grading test.
  3. On the worksheet, enter the data provided in your training course.

Checking test results

This module covers the checking of test results and signing of test reports.

By the end of this section users with sufficient rights should be able to use a filter to display test results that are

complete and ready for checking, and then mark them as checked.

Suggested duration: 1 hours

QESTLab:Aggregate/soil & asphalt testing - checking results

Activity - checking results and signing test reports
  1. Click on the Tests/Documents node in the tree.
  2. Use an appropriate filter to display aggregate/soil test results that are complete and are awaiting checking.
  3. Mark each test result as checked using the T button on the test document.

Signing and distributing test reports

This module covers the signing and distribution of aggregate/soil and asphalt test reports

By the end of this section users with sufficient rights should be able to use a filter to display test reports that are ready

for signing, and sign them either individually or as a group.

They should then be able to distibute the reports by printing a copy, the report or by saving the report as a .PDF file, or by emailing the .PDF file directly from QESTLab.

QESTLab:Aggregate/soil & asphalt testing - the test report

Activity - signing test reports
  1. Click on the Tests/Documents node in the tree.
  2. Use an appropriate filter to display test reports that have not yet been signed.
  3. Select the first test report in the list to display it, then sign the report by ticking the signed box.
  4. Sign the remaining test reports as a group, using the Batch Sign Reports button.
Activity - distributing soil field test reports
  1. Click on the Tests/Documents node in the tree.
  2. Use an appropriate filter to display aggregate/soil test reports that have been signed and are awaiting distribution.
  3. Click on the first report in the list. Print this report.
  4. Click on the second report. Save this report to your desktop as a .PDF file.
  5. Click on the Tests/Documents node and email all reports.


Billing and invoicing

Billing

Billing refers to the process of generating the charges associated with each sample. By the end of this section uses should be ale to:

  1. Add a billing document to a sample or work order during sample regisration.
  2. Automatically generate charges for a sample or work order based on the fee schedule setup by a QESTLab administrator.
  3. Manually add extra charges as necessary.
  4. Use the bulk update process to generate charges for all samples for a particular project.

QESTLab:Adding Charges

Activity - billing samples and work orders
  1. Click on the work order node in the tree and use the filter to search for the
  2. Expnad the work order and click on the billing document.
  3. Click on the Auto create button to generate the charges for the work order.
  4. Manually add an extra charge. Add one unit of the item Geotechnician - Standby (55).

Invoicing

This section explains how to raise invoices based on the charges generated for each sample. It also explains how to print, save or email invoices, and how to search for printed or unprinted invoices.

By the end of this section users should be able to raise invoices for a client, then check and distribute the invoices.

QESTLab:Invoicing

Activity - raise invoices
  1. Raise invoices for all charges up to the current date. The client and project will be specified in your training course.
  2. Under the Billing node use the filter Unprinted Invoices to display the new invoices
  3. Select the first invoice. Click the Preview button to preview the invoice.
  4. Tick the Roll up indentical items box and notice the change to the invoice.
  5. Return to the Details view. Unselect the first two samples and preview the invoice again. Notice the change to the invoice.
  6. Print the invoice and mark it as printed.
  7. Select the second invoice in the list. Save this invoice as a file to your desktop, and mark the invoice as printed.