SampleServe Sampling and Reporting Digital Solution

Getting Started

SampleENV Environmental sampling and reporting solution

Getting started with SampleServe is fast and easy. We've broken it down into 6 simple steps. To help you get started, we offer short workshops broken down into each step. Learning is easy and short. We also offer How To Videos to help users along the way! Total time for our no cost solution pathway training takes about 3-4 hours.

SampleServe SampleENV getting started pathway

Download Our Getting Started Checklist

SampleServe Pathway to Success

Multiple Workshops can be completed in one session

Step 1

Select Portfolio & Team
(30-45 Mins)

In this session, the goal is to define the mission, the objectives, and the team. We will identify the project(s) to be included in the portfolio, select the team members, assign and clarify roles for individuals, select the lab(s), procure needed hardware, and timelines/sample date(s)

  • Select Team
  • Select Client(s)
  • Select Projects
  • Identify Regulatory Jurisdiction/Criteria (State, Country, etc.)
  • Select Laboratory
  • Review Hardware Requirements (Procure)
  • Select Project Sampling Dates(s)
getting started with sampleserve
SampleServe SampleENV Sampling and Reporting Software
Step 2

Create Digital Interface
(30-Mins)

In this session, the goal is to create the digital interface for users. We will create user accounts, workspaces, discuss possible variations for workspaces and how projects might be grouped. We will also set-up the mobile device and install the field app and pair the printer, if needed.

  • WorkSpace(s) Discussion
  • Setup Workspace(s)
  • User Access Discussion
  • Add Users
  • Load Field Application
  • Pair Printer
Step 3

Project Setup
(30-45 Mins)

In this session, the goal is to create individual projects. The primary objective is to get all the historical information loaded into the project. Information like, sample locations, well construction details, historical field data, historical lab data, site maps, and other images like cross-sections, etc.. Then we will locate the sample locations/monitoring wells on each of those maps and images.

  • Start New Project
  • Enter or Upload Sample Locations/Well Data
  • Upload Sample Location Photos (optional)
  • Add Maps and/or Images to you Project
  • Locate Sample Locations on you Maps/Images
  • Generating a Satellite Map from GPS Locations
  • Upload Historical Lab Data
  • Selecting or Adding your Lab
SampleServe SampleENV environmental Project Management tool
SampleServe SampleENV environmental project management tool
Step 4

Create Work Scope
(30 Mins)

In this session, the goal is to create and schedule future work to be completed. Commonly called a “work scope”. You will learn how to schedule a field event and pull the analytical parameters (tests) directly from the laboratories interface. You’ll learn how to add those parameters to each sample location, and how to change sample methods, mark as “water level only”, how to replicate a work scope for easy future scheduling, and how to confirm sample bottle orders and enter lab billing information. You will also learn how to create and utilize custom field data collection forms.

  • Scheduling a Sampling Event
  • Choosing your Analytical Parameters
  • Confirming Bottle Order/Lab Billing Info
  • Creating and/or Selecting Customized Data Collection form(s)
  • Saving your Work Scope/Confirming Field Tech Invitation to Project
Step 5

Field Data/Sample Collection
(30-45 Mins)

In this session, the goal is to teach you how to use the field app. You’ll learn how to synchronize the device and download your specific field event work scope. You’ll learn how to sort sample locations and find your location quickly and efficiently. We’ll teach you how to collect the data and print sample labels in the field along with custodies seals. You’ll also learn how to send and share the digital chain-of-custody or print to paper if needed. IN addition, you’ll learn how to work with multiple people in the field and share up to date information with others in the field.

  • Downloading Work Scope to you Device
  • Edit Sample Locations and Mark as "Compromised" if needed
  • Adding a New Sample Location if needed
  • Taking a Sample Location Photograph
  • Collect Field Data and Samples
  • Low Flow Sample Data Entry Process
  • Signature, Selfie and Alias Sample ID, Signing and Printing Sample Labels
  • Digital Chain-Of-Custody (or paper COC if needed)
  • Printing Custody Seal
  • Sharing the D-COC, Field Data and Custom Form Information
SampleServe SampleENV Environmental Field App
SampleServe SampleENV environmental report generator
Step 6

Reporting & Graphics
(30 Mins)

In this session, the goal is to teach you how to create detailed and informative custom graphics quickly and efficiently. We’ll teach you how to create all the various graphics listed below and how to save each setting so that when you come back to the site at a later date, your settings are saved and graphics can be completed even faster.

  • Data Box Maps
  • Flow Contours
  • Iso-chemical Contours
  • Free Product Contours
  • Analytical Graphs
  • Elevations Graphs
  • Combination Graphs
  • Field Data Graphs
  • Analytical Data Tables
  • Field Data Tables

Set up a new project in a matter of minutes.

SampleServe works out of the box. Simply upload your soil or groundwater data.

Create your project

Get set up in less than 5 minutes. Create your project, add your team, add your site details and your up and running.

Add your data

Set up a new site in minutes by uploading your well, field, and analytical data. Import via excel or CSV.

Download your report

After reviewing new data, download your report.