Contents
SiteFX
Introduction
1
Intro -
Introduction...................................................................................................................................................
1
Intro - SiteFX User’s Guide
Overview...................................................................................................................
1
Intro - Viewing and Printing this
Document.........................................................................................................
2
Intro - Copyright
Notice...........................................................................................................................................
3
Intro - Software License
Agreement......................................................................................................................
3
Intro - Technical
Support.........................................................................................................................................
3
Intro -
Installation.....................................................................................................................................................
4
Intro – Installation – System
Components...............................................................................................
4
Intro – Installation – Hardware Platform and
Network...........................................................................
4
Intro – Installation – Operating
System....................................................................................................
4
Intro – Installation – Additional Software
Requirements.......................................................................
5
Intro – Installation – Before You
Install....................................................................................................
5
Intro – Installation – Performing the
Installation.....................................................................................
6
Intro – Installation – Network
Installations..............................................................................................
7
Intro – Installation – Web / Internet
Installations...................................................................................
7
Intro - SiteFX / Database
Limits..............................................................................................................................
7
Getting
Started
8
Getting Started -
Introduction.................................................................................................................................
8
Getting Started - Starting
SiteFX............................................................................................................................
8
Getting Started - Starting SiteFX –
Overview...........................................................................................
8
Getting Started - Starting SiteFX -
Troubleshooting...............................................................................
8
Getting Started - Security
Logon............................................................................................................................
9
Getting Started - Security Logon -
Overview...........................................................................................
9
Getting Started - Security Logon - General
Usage...................................................................................
9
Getting Started - Security Logon -
Notes/Tips........................................................................................
9
Getting Started - Opening Databases in
SiteFX...................................................................................................
9
Getting Started - Opening Databases -
Overview....................................................................................
9
Getting Started - Opening Databases - General
Usage.........................................................................
10
Getting Started - Opening Databases -
Notes/Tips...............................................................................
10
Getting Started – Close Current
Database..........................................................................................................
11
Getting Started – Close Current
Database..............................................................................................
11
Getting Started - Using the
Menu........................................................................................................................
11
Getting Started - Using the Menu -
Overview........................................................................................
11
Getting Started - Using the Menu - General
Usage...............................................................................
12
Getting Started - General SiteFX
Tips..................................................................................................................
12
Getting Started - Backing Up
Databases.............................................................................................................
12
Getting Started - Backing Up Databases -
Overview............................................................................
12
Getting Started - Backing Up Databases - General
usage....................................................................
12
Getting Started - Converting
Databases..............................................................................................................
13
Getting Started - Converting Databases -
Overview.............................................................................
13
Getting Started - Converting Databases - General
Usage....................................................................
13
Getting Started - Converting Databases -
Notes/Tips..........................................................................
14
Getting Started – Show Current
Database..........................................................................................................
15
Getting Started – Show Current Database -
Overview..........................................................................
15
Getting Started – Show Work
Log.......................................................................................................................
15
Getting Started – Show Work Log -
Overview.......................................................................................
15
Adding
Data
17
Adding Data -
Introduction...................................................................................................................................
17
Site
Management....................................................................................................................................................
18
Site Management -
Overview....................................................................................................................
18
Site Management - General
Usage...........................................................................................................
19
Site Management -
Notes/Tips.................................................................................................................
19
Site Management – Adding
Sites............................................................................................................
19
Site Management – Editing Site
Information..........................................................................................
19
Site Management – Deleting Sites and Site
Projects............................................................................
20
Adding New
Locations..........................................................................................................................................
20
Adding New Locations –
Overview........................................................................................................
20
Adding New Locations - General
Usage.................................................................................................
20
Adding New Locations –
Features..........................................................................................................
21
Adding New Locations
(Multi-Level/Nest)........................................................................................................
24
Adding New Locations (Multi-Level/Nest) -
Overview.......................................................................
24
Adding New Locations (Multi-Level/Nest) -
General
Usage...............................................................
25
Adding New Locations (Multi-Level/Nest) -
Notes/Tips....................................................................
25
Adding New Locations (Multi-Level/Nest) – Adding
a Location......................................................
25
Location
Explorer....................................................................................................................................................
27
Location Explorer -
Overview....................................................................................................................
27
Location Explorer - General
Usage...........................................................................................................
28
Location Explorer -
Features.....................................................................................................................
29
Location Explorer – Search
Example........................................................................................................
29
Location Explorer – Using Custom
Views...............................................................................................
29
Location Explorer – Creating Location and
Interval
Groups................................................................
32
Browse Database Tool (& Merging
Locations).................................................................................................
35
Browse Database Tool –
Overview.........................................................................................................
35
Browse Database Tools –
Features.........................................................................................................
36
Browse Database Tool – Merge Location
Data.....................................................................................
38
Location
Editor........................................................................................................................................................
39
Location Editor -
Overview.......................................................................................................................
39
Location Editor - General
Usage...............................................................................................................
40
Location Editor -
Features.........................................................................................................................
41
Location Editor -
Notes/Tips....................................................................................................................
47
Location Editor –
Browsing......................................................................................................................
47
Location Editor –
Editing...........................................................................................................................
47
Location Editor –
Deleting........................................................................................................................
48
Location and Interval
Types.................................................................................................................................
48
Location and Interval Types -
Overview................................................................................................
48
Location and Interval Types - General
Usage........................................................................................
49
Checklist
Report......................................................................................................................................................
49
Checklist Report -
Overview.....................................................................................................................
49
Checklist Report – Setting up List
Items.................................................................................................
50
Checklist Report – Entering
Data.............................................................................................................
52
Checklist Report – Printing Reports – Single
Location or
Interval.....................................................
54
Checklist Report – Printing Reports – Multiple
Locations or Intervals.............................................
54
Time Based Data – Data
Entry..............................................................................................................................
55
Time Based Data – Data Entry –
Overview............................................................................................
55
Time Based Data – Data Entry - General
Usage.....................................................................................
56
Time Based Data – Data Entry -
Features...............................................................................................
56
Time Based Data – Data Entry - Entering
Data......................................................................................
60
Time Based Data – Data Entry – Creating a
Template..........................................................................
61
Time Based Data – Data Entry – Accepting or
Rejecting
Outliers.....................................................
62
Time Based Data – Importing
Files......................................................................................................................
63
Time Based Data – Importing Files -
Overview......................................................................................
63
Time Based Data – Importing Files - General
Usage.............................................................................
63
Time Based Data – Importing Files -
Features.......................................................................................
64
Time Based Data – Importing Files -
Notes/Tips...................................................................................
64
Time Based Data – Importing Files - Loading A
File............................................................................
65
Time Based Data – Importing Files – REMP Dose
Data.......................................................................
66
Time Based Data – Importing Files – REMP
Chemistry.......................................................................
69
Time Based Data – Importing Data Logger
Files...............................................................................................
71
Time Based Data – Importing Data Logger Files –
Overview..............................................................
71
Time Based Data – Importing Data Logger Files –
General Usage.....................................................
73
Time Based Data – Importing Data Logger Files –
Features...............................................................
73
Time Based Data – Importing Data Logger Files –
Importing.............................................................
73
Time Based Data – Importing Data Logger Files –
File
Testing..........................................................
74
Time Based Data – Importing Data Logger Files –
Calibration...........................................................
75
Time Based Data – Importing Data Logger Files –
Corrections..........................................................
77
Time Based Data – Importing Data Logger Files –
Summaries............................................................
78
Time Based Data – Importing Data Logger Files –
Settings................................................................
79
Time Based Data – Importing Data Logger Files –
Notes /
Tips.........................................................
83
Time Based Data – Importing Data Logger Files –
Linking Logger Files to Wells.......................... 83
Time Based Data – Importing Data Logger Files –
Running an Import.............................................
85
Validating
Data........................................................................................................................................................
85
Validating Data -
Overview.......................................................................................................................
85
Validating Data - General
Usage...............................................................................................................
86
Validating Data -
Features.........................................................................................................................
86
Validating Data - Checking the
Data........................................................................................................
87
Time Based Data - View / Delete
Data.................................................................................................................
87
Time Base Data – View
Data.....................................................................................................................
87
Time Base Data – Delete
Data..................................................................................................................
88
Reporting
89
Reporting –
Introduction.......................................................................................................................................
89
Reporting – Analyze Data (Tables, Graphs,
etc.)...............................................................................................
89
Reporting – Analyze Data –
Overview....................................................................................................
89
Reporting – Analyze Data – General
Usage...........................................................................................
90
Reporting – Analyze Data – Data
Selection...........................................................................................
90
Reporting – Analyze Data – Data
Filtering.............................................................................................
93
Reporting – Analyze Data – Report
Layout...........................................................................................
96
Reporting – Analyze Data – Data
Screening..........................................................................................
96
Reporting – Analyze Data –
Notes/Tips.................................................................................................
97
Reporting – Analyze Data – Data
Extraction..........................................................................................
97
Reporting – Analyze Data – Saving
Settings.........................................................................................
98
Reporting – Analyze Data – Recalling
Settings.....................................................................................
98
Reporting – Analyze Data – Editing
Data...............................................................................................
98
Reporting – Saved
Output.....................................................................................................................................
98
Reporting – Sample
Management........................................................................................................................
99
Reporting – Sample Management –
Overview.......................................................................................
99
Reporting – Sample Management – Select
Samples...........................................................................
100
Reporting – Sample Management –
Edit/Delete/Re-Assign/Merge
Samples................................. 100
Reporting – Sample Management –
Criteria.........................................................................................
101
Reporting – Adverse
Events...............................................................................................................................
101
Document
Management
102
Document Management -
Introduction.............................................................................................................
102
Document Management -
Overview......................................................................................................
102
Document Management - General
Usage.............................................................................................
103
Document Management -
Features........................................................................................................
103
Document Management - Adding /
Editing / Deleting a
Document.............................................................
104
Document Management - Adding a
Document...................................................................................
104
Document Management - Editing a
Document....................................................................................
105
Document Management - Deleting a
Document..................................................................................
105
Document Management - Searching
/ Viewing a
Document..........................................................................
105
Document Management - Searching
a
Document...............................................................................
105
Document Management - Viewing a
Document..................................................................................
106
Document Management - Document
Associations and
Locations..............................................................
106
Document Management - Document
Associations............................................................................
106
Document Management - Document
Locations..................................................................................
107
Tools
108
Unit
Conversions..................................................................................................................................................
108
Unit Conversions -
Overview.................................................................................................................
108
Unit Conversions - General
Usage.........................................................................................................
108
Unit Conversions -
Notes/Tips..............................................................................................................
109
Unit Conversions - Adding New
Conversions....................................................................................
109
Unit Conversions - Deleting
Conversions............................................................................................
109
Unit Conversions - Activating/ Deactivating
Conversions...............................................................
109
Parameters &
Criteria............................................................................................................................................
109
Parameters & Criteria -
Overview...........................................................................................................
109
Parameters & Criteria - General
Usage...................................................................................................
110
Parameters & Criteria -
Features.............................................................................................................
110
Parameters & Criteria - View/ Editing
Criteria.......................................................................................
110
Parameters & Criteria - Alternate Parameter
Names............................................................................
111
Parameters & Criteria - Adding New
Parameters/
Criteria..................................................................
111
Parameters & Criteria - Deleting Parameters/
Criteria..........................................................................
112
Parameters & Criteria - Criteria/ Parameter
Group
Management........................................................
112
Performing
Conversions......................................................................................................................................
114
Performing Conversions -
Overview......................................................................................................
114
Performing Conversions - General
Usage.............................................................................................
114
Performing Conversions -
Features.......................................................................................................
115
Performing Conversions -
Notes/Tips...................................................................................................
115
Sample
Types........................................................................................................................................................
115
Sample Types -
Notes/Tips.....................................................................................................................
115
SiteFX
Options......................................................................................................................................................
115
SiteFX Options -
Overview.....................................................................................................................
115
SiteFX Options - General
Usage.............................................................................................................
116
SiteFX Options -
Features.......................................................................................................................
116
Passwords..............................................................................................................................................................
117
Passwords -
Overview.............................................................................................................................
117
Passwords - General
Usage.....................................................................................................................
117
Sampling
Programs
119
Sampling Programs -
Introduction......................................................................................................................
119
Sampling Programs -
Staff....................................................................................................................................
119
Sampling Programs - Staff -
Overview...................................................................................................
119
Sampling Programs - Staff -
Notes/Tips................................................................................................
120
Sampling Programs - Staff - Adding New
Staff....................................................................................
120
Sampling Programs - Staff - Removing Staff From
List.......................................................................
120
Sampling Programs - Staff - Editing Staff
Names.................................................................................
120
Sampling Programs - Bottle & Container
Types..............................................................................................
120
Sampling Programs – Bottle & Container Types
-
Overview.............................................................
120
Sampling Programs – Bottle & Container Types
-
Notes/Tips..........................................................
120
Sampling Programs - Bottle & Container Types
- Adding New Bottles.........................................
120
Sampling Programs – Bottle & Container Types
- Removing Bottles From List............................ 121
Sampling Programs – Bottle & Container Types
- Editing Bottle Names........................................
121
Sampling Programs – Laboratories & Test
Packages......................................................................................
121
Sampling Programs – Laboratories -
Overview....................................................................................
121
Sampling Programs – Laboratories - Adding a New
Lab....................................................................
123
Sampling Programs – Laboratories - Adding a New
Test Package...................................................
123
Sampling Programs – Laboratories -
Adding/Editing Parameters in a Test Package.....................
124
Sampling Programs – Laboratories - Deleting a
parameter from a Test Package............................ 124
Sampling Programs – Laboratories - Deleting a
Test
Package..........................................................
125
Sampling Programs – Laboratories - Deleting an
Existing
Lab..........................................................
125
Sampling Programs – Laboratories - Printing
Analytical
Packages.................................................. 125
Sampling Programs - Chain of Custody
Notes.................................................................................................
125
Sampling Program – Chain of Custody Notes -
Overview.................................................................
125
Sampling Programs - Chain of Custody
Numbers............................................................................................
126
Sampling Programs – Chain of Custody Numbers -
Overview..........................................................
126
Sampling Programs - Sampling Program
Creation............................................................................................
127
Sampling Programs – Sampling Program Creation -
Overview..........................................................
127
Sampling Programs – Sampling Program Creation -
Adding A New Sampling Program............... 127
Sampling Programs – Sampling Program Creation -
Adding Intervals, Duplicates, Alternates and Field/Trip Blanks to a
Sampling
Program..............................................................................................................
128
Sampling Programs – Sampling Program Creation -
Removing Samples from a Sampling Program 129
Sampling Programs – Sampling Program Creation -
Adding Analysis Packages to All Intervals of a
Program 129
Sampling Programs – Sampling Program Creation -
Deleting Analysis Packages.......................... 131
Sampling Programs – Sampling Program Creation -
Adding Analysis Packages to Individual Intervals 131
Sampling Programs – Sampling Program Creation -
Deleting a Sampling Program........................ 132
Sampling Programs – Sampling Program Creation -
Duplicating a Sampling Program................... 132
Sampling Programs – Sampling Program Creation -
Renaming a Sampling Program...................... 132
Sampling Programs – Sampling Program Creation -
Printing a Program Schedule......................... 132
Sampling Programs - Scheduled
Samples..........................................................................................................
133
Sampling Programs – Sample Collection -
Overview...........................................................................
133
Sampling Programs – Sample Collection - General
Features..............................................................
134
Sampling Programs – Sample Collection -
Selecting Samples – List Mode.....................................
135
Sampling Programs – Sample Collection –
Selecting Samples – Grid Mode...................................
136
Sampling Programs – Sample Collection –
REMP...............................................................................
136
Sampling Programs - Registering Collected
Samples......................................................................................
138
Sampling Programs - Re-Printing Labels and Field
Forms for Schedules Samples.....................................
139
Sampling Programs - Unscheduled
Samples.....................................................................................................
140
Sampling Programs – Unscheduled Samples
-Overview....................................................................
140
Sampling Programs – Unscheduled Samples -Adding
Unscheduled Samples............................... 141
Sampling Programs - Schedule
Status...............................................................................................................
142
Sampling Programs – Schedule Status -
Overview..............................................................................
142
Sampling Programs - Chain of
Custodies..........................................................................................................
142
Sampling Programs – Chain of Custodies –
Overview.......................................................................
142
Sampling Programs – Chain of Custodies -
Creating Chain of Custody Documentation.............. 143
Sampling Programs - Sample
Reconciliation.....................................................................................................
144
Sampling Programs – Sample Reconciliation -
Overview...................................................................
144
Concepts
146
Concepts -
Introduction.......................................................................................................................................
146
Concepts - Parameters and
Aliases....................................................................................................................
146
Concepts – Parameters and Aliases – Existing
Data...........................................................................
146
Concepts – Parameters and Aliases – Prompts
during Parameter Conversion............................... 147
Concepts – Parameters and Aliases – Setting
Aliases using the Data Validation Tool................ 147
Concepts – PWQMN Data
Loading..................................................................................................................
147
Concepts – PWQMN Data Loading -
Overview..................................................................................
147
Concepts – Connecting to SiteFX
Remote.......................................................................................................
151
Concepts – Connecting to SiteFX Remote -
Overvie..........................................................................
151
Concepts – Linking SiteFX to SQL
Server........................................................................................................
156
Concepts – Linking SiteFX to SQL Server -
Overview.......................................................................
156
Concepts – Using the Excel Starter File to Load
Location
Information........................................................
157
Concepts – Using the Excel Starter File to Load
Location Information - Overview....................... 157
Concepts – Water Level Depth to Elevation
Conversions............................................................................
159
Concepts – Water Level Depth to Elevation
Conversions - Overview............................................
159
Trouble
Shooting
162
Trouble Shooting – Logging
In..........................................................................................................................
162
Trouble Shooting – Logging In - An unexpected
error has occurred..............................................
162