User Guides

General

1. How does the 30 Day Free Trial work?
2. What happens with the 30 Day Free Trial if I upgrade from a free account to a paying account?
3. Do I have to sign a contract?
4. Do you have special pricing for non-profits, universities, or other groups in need?
5. How does your refund policy work?

FAQ

1. I can't edit my eCOC infomation. Why?
2. Do I need to have an AT&T contract to use the eCOC application?

Quick Start Guide

INTRODUCTION:

Welcome to Environmental Reports!
EnvironmentalReports is an integrated solution that allows you to manage project, documents, and people more efficiently. It encompasses two aspects: data collection applications and a website portal.
This guide will walk you through the basics of EnvironmentalReports and help you get started quickly!
Before we begin, the following terms will help you better understand the topics of discussion:
•    Subdomain: Your company’s EnvironmentalReports online workspace
•    Account: A username and password used to access your Subdomain
•    Sync: The process in which you send jobs from the iTouch, iPhone, or iPad or to your online workspace
•    eCOC: An electronic Chain of Custody form (produced by applications)
•    Greenlight: Making documents and eCOC’s viewable to partners


01.    SIGNING UP:

To begin, visit the EnvironmentalReports site at www.EnvironmentalReports.com.
Navigate to ‘Pricing & Signup’.  Select the appropriate plan for your needs and click ‘Signup’ on the bottom of your desired package.  This will take you to the Signup Screen.
After completing the Signup page, you can log in to your personal Subdomain.
Your Business Name will be displayed on the upper left corner in your personal EnvironmentalReports.com account, known as your Subdomain. 


02.    GETTING APPS:
In order to download the eCOC Application from Apple, you must have iTunes and an iTunes account. 
To download iTunes, visit the official iTunes webpage at www.apple.com/itunes.  Follow the instructions provided by Apple.  Once downloaded and installed, create an iTunes.   
There are two ways to download the eCOC Application.
You can download the application directly from your iTouch, iPhone, or iPad. To download directly from your Apple product, select the ‘App Store’.  Search for ‘eCOC’ and download.
Or you can use iTunes to download the application and manually syncing it to your Apple product. To download from your computer, log into iTunes and search for ‘eCOC’.  After downloading the application, you need to sync your Apple product with iTunes to transfer the eCOC.


03.    CREATING FIRST JOB:
First, establish a connection on iTouch.
Enter in your Account details.  The Account details are the username and password used to access your Subdomain.
To create a new Job, tap ‘+’.  Enter in Job details and tap ‘Save’ on the top right.
This will bring you to the first new Sample screen where you can begin sampling.


04.    SYNCING TO ONLINE WORKSPACE:
After you are finished gathering samples, you can send the Job to your online workspace.
On the Job screen, tap ‘Edit’ on the top right corner
Circles will appear to the left of each job. Tap the circles and a red checkmark will appear.  You can select multiple Jobs to send to your online workspace.
Tap ‘Send’ on the bottom right to Sync.


05.    CREATING CHAIN :
After Syncing jobs to your online workspace, you can create your eCOC and send to the laboratory.
In order to Sync jobs to your online workspace, log into your subdomain with your Account information.

On the ‘Dashboard’ tab, locate the ‘iPhone Jobs Awaiting Approval.’ Click on the blue ‘Job ID’ number. 
In the green box, click on the circle next to the ‘Job ID’ to select the job.
To send the job to the Laboratory, select ‘Yes’. Fill in required fields, such as ‘Analysis Required’ and ‘Turnaround Time’.
Select desired laboratory from drop down menu.
Fill out any special instructions for the lab in the designated area.  Click 'Save'.


06.    REVIEW INFORMATION:
On this page you can review all your samples and make any necessary changes by clicking on the pencil icon to the right of each detail.
On the right hand side, you must Greenlight the eCOC to make it viewable by the Lab.

*Remember that the Chain of Custody is a legal document.  A paper COC must be included when sending samples to the lab.  This COC can be any document with, at least, the inspector’s name, signature, and Job ID number.  All eCOC’s created on your online workspace are available to be downloaded and printed.

Dashboard

1. Can I delete items from the' Dashboard?'
2. Can I customize what I can see on my Dashboard?
3. What is the 'Dashboard?'

Projects

1. What is a project?
2. How do I create a project?
3. What is a location?
4. How do I create a location?
5. What is a project 'Category Filter?' How do I use it?

Locations

1. How do I create a project?
2. What is a location?
3. How do I create a location?
4. What is location ‘Category Filter?' How do I use it?
5. How do I edit a location?

Documents

1. How do I upload files?
2. How do I upload a document and associate it with a user?
3. I shared a project with a partner but they cannot see the documents. Why?

Milestones

1. How do I create a location?
2. What is a 'Milestone?'
3. How do I edit the name of a milestone once it is created?
4. How do I apply a milestone to an existing document?
5. Can one document be applied to multiple milestones?

Users/Companies

1. How do I upload a document and associate it with a user?
2. What are 'Roles?' What are the different types?
3. What is an Account Administrator? How can I change the Account Administrator on my account?
4. What is an 'Administrator' (aka Admin)? Can we have multiple admins? How do I give someone admin access?
5. What are 'Branches' and where are they listed?

Partnering

1. How do I download the eCOC or eXRF Software?
2. What are Partners?
3. How do I create a Business Partner?
4. How do I partner with a Premier Lab?
5. How do I group Business Partners together?

Sharing

1. I shared a project with a partner but they cannot see the documents. Why?
2. How do I Share with someone?
3. How do I cancel a Share?

Windows Mobile Apps

1. What is an eCOC?
2. What is an eXRF?
3. How do I download the eCOC or eXRF Software?
4. How do I install the handheld application?
5. How do I use the eCOC application?

iPhone App

1. How do I send my iPhone job to the lab?
2. Sending iPhone Job to Website
3. How do I download the Apple eCOC Application?
4. eCOC App - Asbestos Bulk
5. eXRF App

Glossary

1. EnvironmentalReports Glossary
2. Handheld Glossary