• Assigns an Activity Category to the Form – this is used in Forms Store and Forms Library so this appears in the table under Category. It's more for Internal use.

• Short for Work Breakdown Structure
• Allows the specifications of the WBS levels within the Billing Cost section of DIY forms
• If "Require WBS" is checked, then at least the first WBS level must be entered before saving the form

• Turns on the ability to capture field costs that are associated with the form record
• Form specific costs can be added in the form settings after enabling "Capture Costs"

• If this setting is NOT applied, all Forms will show in the Activity PM Tile on the Home Screen
• If this setting IS Applied - the Form with this Form Setting will appear in the "Field Testing" and "Lab Testing" tiles.

• Automatically creates / applies a number of system fields necessary to do a BNG density test using an Activity form

• Automatically creates / applies a number of system fields necessary to do a Density Sand Cone test using an Activity form

• Automatically creates / applies a number of system fields necessary to do a SNG density test using an Activity form

• Not available yet in Prod (as of 03/14/25). This setting will add System Fields used for Boring Log forms.

• Once a PM or other authorized user changes the status of the form to Complete or Review, the technician who initially filled out the form. can't make changes to it.

• Adds system fields to the Activity Form for Private Provider Inspections.

• Configures the form-specific columns to display when filtering a QC grid to a specific form

• Assigns a Subcategory to the Form – this is used in Forms Store and Forms Library so this appears in the table under Subcategory. It's more for Internal use.

• Assigns a unit of measure (Imperial / Metric) to a form and is used to return the applicable specification values for that unit of measure

• Short for Work Breakdown Structure
• Allows the specifications of the WBS levels within the Billing Cost section of DIY forms
• If "Require WBS" is checked, then at least the first WBS level must be entered before saving the form

• Allows the system to bypass the Tests To Assignment workflow step in the LIMS queues
• Can be set at the Sample Type level for Sample forms with the CGM Sample Specification form setting

• Turns on the ability to capture field costs that are associated with the form record
• Form specific costs can be added in the form settings after enabling "Capture Costs".

• Selected test form defaults in the Test pick list inside the Lab Instructions data grid
• User can only see / select tests where the material for the test matches the material for the sample form

• Requires the user to pick a CGM Sample Type
• Creates input fields for Location, Supplier, Plant, and Mix Design
• Creates a specification section containing CGM specification fields based on the sample type

• If this setting is NOT applied, all Forms will show in the Activity PM Tile on the Home Screen
• If this setting IS Applied - the Form with this Form Setting will appear in the "Field Testing" and "Lab Testing" tiles.

• Not available yet in Prod (as of 03/14/25). This setting will add System Fields used for Boring Log forms.

• Removes the scheduling prompt that appears after saving a Sample Form
• If the Form Designer selects "Always Answer 'Yes'", the form will be added to Scheduling
• If the Form Designer selects "Always Answer 'No'", the form will not be added to Scheduling

• Allows user to select which columns appear in LIMS when pushing through a Sample Form

• Forces the sample to only have one specimen associated with it

• If one Specimen or more is checked in, Field will no longer see this Sample to prevent them from making changes.

• Configures columns that display in QC grid when you filter the grid in QC to a specific form

• Allows for control over which specimen sizes can be used with a sample form
• One or more specimen sizes can be associated with the form
• All specimen sizes available if this setting is not used

• Assigns a Subcategory to the Form – this is used in Forms Store and Forms Library so this appears in the table under Subcategory. It's more for Internal use.

• Associates a sample form to a material

• Turns off the question regarding scheduling (in the Scheduling system) a future specimen retrieval

• Assigns a unit of measure (Imperial / Metric) to a form and is used to return the applicable specification values for that unit of measure

• Associates the test form to one or many materials

• Short for Work Breakdown Structure
• Allows the specifications of the WBS levels within the Billing Cost section of DIY forms
• If "Require WBS" is checked, then at least the first WBS level must be entered before saving the form
• There is an optional checkbox to Default WBS from Sample. If this is checked, then the test form will populate with the associated sample's WBS values. Even if this is checked, the user still has the option to edit the values in the test form

• Configures the grid columns presented when doing batch data entry for multiple (like) forms

• Default billing code for the test

• Default billing quantity for the test

• Turns on the ability to capture lab costs that are associated with the test form record
• Form specific costs can be added in the form settings after enabling "Capture Costs".

• Default (billed) test cost for executing the test

• Dictates the columns presented in the Testable and To Test queues in LIMS

• Dictates the columns presented in the To Review and Done queues in LIMS

• Associates the test form to one or many material specifications

• Removes the specification range limit operators when displayed on a report (i.e. 65 - 90 will display instead of >=65 - <90)

• Default standard the test adheres to (i.e. ASTM standard number)

• Assigns a Subcategory to the Form – this is used in Forms Store and Forms Library so this appears in the table under Subcategory. It's more for Internal use.

• Default specimen size for the test that will be assigned in the test assignment process

• Default duration (days) it takes to execute the test

• Allows for a custom report linked to the current test form to replace the default 'Print Early Test List' report found in LIMS. This can be useful for techs who like to print out and take notes while completing a lab test as it allows for them to have a partially completed report as a starting point. 

• 1. Go to the test form and create a Report

  2. In report settings, you need to toggle the switch to "Test List Report"

  3. You then go back to "Form settings" on the test and the report should show there.

  4. Now when you go to select the sample in the Lab Module and Select "Print test List" it will print out the report as configured. 

   

Evaluation

• Configures the grid columns presented when doing batch data entry for multiple (like) forms

Batch Data Entry

• Configures the grid columns presented when doing batch data entry for multiple (like) forms