Build your environmental sampling request tracker.

How to build your environmental sampling request tracker

1. 1

   Describe the job

   Coordinate sampling requests, site details and specialist report follow-ups.

2. 2

   Review the first version

   Choose how the service coordinator records the request and how the assigned specialist reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your environmental sampling request tracker

• Keep the request in context

  Keep request, site, sample purpose, chain reference, assigned specialist and report status together so the next person can understand the request or record.

• When the next step needs a decision

  A sample report arrives without the collection reference. Keep the administrative request open until the qualified provider reconciles it.

• Keep report status visible

  Keep the report outstanding until the assigned specialist supplies its reference.

• Choose what each person needs

  Give the service coordinator a working view and the assigned specialist a review view. Keep request and site attached to the decision as the work moves between them.