How to use Webtrieve™
November 2019 | REVISION 3.1
IMPORTANT NOTICE — FOR INTERNAL USE ONLY!
The information in this guide has been provided to assist clients of ALS Geochemistry
using the unique ALS Webtrieve™ service. The information in this guide is of a
commercially sensitive nature and therefore should not be distributed to parties
outside the organisation to which this guide has been issued.
Geochemistry services
For internal use only
Contents
Webtrieve™ Login 3
Navigating Webtrieve™ 4
Workorders ........................................................................................................................... 4
Workorder Details.................................................................................................................. 6
Method Progress 6
Storage and Related WO’s 7
Distribution and Audit Trail 8
Analytical Results .................................................................................................................. 9
Analytical Sequence 10
Standards (Laboratory) 11
Duplicates (Laboratory) 12
Reports ............................................................................................................................... 13
Report Group 13
QC Wizard ........................................................................................................................... 14
Preferences ......................................................................................................................... 15
Workorder Default View Settings 15
E-Submission – submit samples electronically. 16
News and Updates ............................................................................................................... 18
Terms ................................................................................................................................. 18
Contacts.............................................................................................................................. 19
Help .................................................................................................................................... 19
How to use Webtrieve™
November 2019 | REVISION 3.1 Page 2 of 20
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Webtrieve™ Login
• To obtain Webtrieve™ access, an authorized staff member should send an email request to your ALS
client services representative. The email should be from a company email address and include the
name, position and email address to which the secure logins and passwords are to be sent. The
signature block of the authorized staff member should also be included.
• Once the account is established, a secure login with username and password will be provided.
• Access through the Internet – [Link]
• Logon with Username and Password provided
Click here
Add username
and password
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November 2019 | REVISION 3.1 Page 3 of 20
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Navigating Webtrieve™
Workorders
Workorders analyzed for your company are displayed on this page. These can be filtered in a variety of ways:
1 2 3 4
(1) By Status – Display by Received, In Progress, Updated, 5
Finalized and All.
(2) Search Filter – you can select from the drop-down menu to
search by Date, Workorder Number, Client Code, Invoice,
PO Number, Project, Waybill, Sample Description, Method
Code and an Advanced Search option.
(3) By Date Range (see drop down list under item 2) – Enter the
‘From’ and ‘To’ dates, then click on ‘GO’ – this will display a
list of all workorders processed within those dates.
(4) By clicking the sorting shortcut buttons on the top right-
hand side – ‘VIEW ALL’, ‘NEW/UPDATED’, ‘RECEIVED’, ‘IN
PROGRESS’ and ‘FINALIZED’.
(5) Advanced Search (see drop down list under item 2): You can
use this query tool to search for workorders using a partial
substring for any field. E.g. if you have partial workorder
number, PO number, Project etc. If you add data to multiple
fields (e.g. a Project and a Method Code) will only return workorders that match all criteria
specified. By ticking ‘Exact Search’ will return only workorders matching the search criteria exactly.
§ ‘Results and Certificates’ can also be downloaded from this area. Simply tick the box or boxes under
Results and Cert. for the workorder you want and then click on ‘Download Results’ to download
directly or select ‘Email Results & Certificates’ to send the data and/or certificates to an email
address you specify.
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November 2019 | REVISION 3.1 Page 4 of 20
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Clicking various links will direct you to different pages.
By clicking on the workorder number (1) – it will take you directly to the Results Grid. This displays results
for your workorder and includes options for viewing the laboratory ‘Standards’ and ‘Duplicates’ analyzed
with the workorder.
If you click ‘View’ (2) under ‘Details’ – you will be directed to a workorder details page which lists all methods
being used in the workorder and their progress details. From this page you can also access workorder
information, storage, report distribution and the audit trail. If you hover over ‘View’ it will give you a summary
of the methods for that particular workorder.
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2
The number of workorders displayed can be edited at the bottom of the page.
(3) If you want to see more workorders per page – change the number in
the drop-down list next to ‘Show’, options are: 10, 20, 30, 50, 75, 100.
(4) Jump to other pages by clicking on the page number, or ‘Next’.
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November 2019 | REVISION 3.1 Page 5 of 20
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Workorder Details
Method Progress
‘Method Progress’ will give you information about the progress of your work and what analysis you are
having performed on your samples.
The tabs give workorder specific information (1).
Clicking on ‘Prep QC Summary’ (2) will allow you to view a control chart of the Prep Quality Control
conducted in relation to your workorder.
On the ‘Workorder Information’ tab, you will find the following details:
(3) Workorder number (4) Received Date (5) Number of Samples
(6) Certificate and Invoice – view invoice summary or request/view certificate. Clicking on ‘Invoice Summary’
will show the invoice details directly below the current screen. Clicking on ‘View’ will download the PDF
copy of the certificate of analysis.
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5
4
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November 2019 | REVISION 3.1 Page 6 of 20
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Storage and Related WO’s
Sample storage instructions can be
found on the ‘STORAGE’ tab.
The ‘Related WO’ tab will list any workorders that are linked to the workorder you are viewing. For
instance – if you have your workorder re-submitted for additional analysis after its finalized, the new
workorder with the additional tasks will be visible on this tab.
Click on the workorder number to view details for
the related WO.
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November 2019 | REVISION 3.1 Page 7 of 20
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Distribution and Audit Trail
The ‘Distribution’ tab displays the reports that will be sent / have been sent and the names of the recipients
of those reports. ‘Delivery Method’ tells you how they will receive their reports – options include email, post
or via Webtrieve™.
The ‘Audit Trail’ tab details the processes and tasks completed by ALS operators from sample receipt right
through to manager workorder approval.
Details of people who have viewed the results can also be seen.
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November 2019 | REVISION 3.1 Page 8 of 20
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Analytical Results
This page can be reached by clicking on the Workorder Number from the home page.
There are several important functions on this page.
(1) You can view the results for your workorder.
(2) You can view the ‘Standards’ or ‘Duplicates’ for your workorder – this will open the standards or
duplicates on a new grid.
(3) You can view all laboratory QC together with your results using “Full QC” and selecting “Reportable”
will change the data view back to results only.
(4) You can view the ‘Analytical Sequence’ for any sample on any element. (see next page for details).
(5) You can query the laboratory directly on any results, by highlighting them and clicking on ‘Ask the
Lab’ – you can highlight a single result, or a whole row or column.
(6) You can toggle ‘Show Prep’ to view the prep tasks on the results grid.
(7) Clicking on the method code link will show method details, available analytes and routine QC
standards for that method.
(8) Using Export will send all data currently toggled on screen to Excel and display on a spreadsheet.
(9) Clicking on the workorder number will take you back to workorder details page.
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9 3
6 4 5 8
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November 2019 | REVISION 3.1 Page 9 of 20
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Analytical Sequence
Viewing the analytical sequence allows you to see where in the analytical run your sample(s) have been
analyzed and the relative concentrations of other samples and standards analyzed in the same run.
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4
2
(1) You can change the analyte and/or sample being viewed by selecting new options from the list.
(2) The sample selected is highlighted in green on the graph, standards are highlighted in red. You can
hover over the other data points to see the value for that sample.
(3) You can click on the ‘Export’ button to send the data to Excel or click on ‘Larger’ to increase the size
of the graph.
(4) Clicking on the workorder number will take you to the workorder details page.
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November 2019 | REVISION 3.1 Page 10 of 20
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Standards (Laboratory)
If the standard name on the left side of
the “STANDARD” page is underlined,
clicking on it will download the
Standard Certificate (if it is available on
the system).
On “STANDARD” view, you can see the
results for standards and blanks run in
conjunction with your samples.
If you click on a standard result – this will
open a QC Chart for that standard and
method. The example below, shows
Arsenic under ME-MS61
Once in the Quality Control Chart, you can
change the Data Range “To” and “From”
dates and click “Reload” to get a new chart.
You can toggle
to view all
results or QC
only
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November 2019 | REVISION 3.1 Page 11 of 20
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Duplicates (Laboratory)
On ‘DUPLICATES’, you
can view the results
for laboratory
duplicates analyzed
with your samples.
If you click on a
duplicate result – this
will open a Duplicates
Report for that
element.
The example below
shows Aluminium.
Method details can You can change the date range and
be reached from the graph scale on this page.
Duplicates Report.
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November 2019 | REVISION 3.1 Page 12 of 20
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Reports
Report Group
In ‘Reports’, you can run queries for the specific You can transfer codes and entry labs using the
workorders and generate custom reports. For ‘Available’ and ‘Selected’ tables using the arrows to
instance you can look for all workorders that have transfer between the two. Items listed in the
a project name containing the number 14. ‘Selected’ list will be utilized for the reports.
Selecting ‘Exact Search’ will return only workorders
matching the search criteria exactly.
Next to ‘Report Options’, you will see boxes that can be
ticked to generate certain kinds of reports. Each report you
select will generate on its own tab when you click ‘Generate
Reports’.
Results can be viewed as a graph
(pictured right) or as a numerical
table where the results can be
viewed as samples or as
workorders by percentage.
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November 2019 | REVISION 3.1 Page 13 of 20
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QC Wizard
The ‘QC Wizard’ is a tool that allows a user to
generate a QC Chart for an analyte, method and
standard.
First, select an analyte, method or standard – then
select an option from the drop-down list. Then step 2
will appear.
For the second step, you will be asked to select
another parameter and then choose another option
from the drop-down list. Then the third step will
appear.
Lastly, select the third parameter (only the drop-down
list is left now) you want to generate a Quality Control
Chart for and click ‘Generate Chart’.
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November 2019 | REVISION 3.1 Page 14 of 20
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Preferences
Workorder Default View Settings
‘Preferences’ allows you to change the
default settings to suit you. This is where
you can set things like:
Preferred date range for the workorder
list you see when you first open
Webtrieve™
Type of workorders you would like to
see – e.g. Received, In Progress,
Updates, Finalized or All.
Sort order for your workorders to
appear, ascending or descending: By Workorder, Client Code, Purchase Order, Project Name, Received
Date, Receiving Office, Type, # of Samples, # of Parameters.
Under ‘Workorder Download Settings’, you can change the type of data file you receive when you
download your results. A drop-down list under ‘Data Download Format’ will tell you what formats are
available to you. If the format you need is not available, contact your ALS representative to discuss your
download requirements.
You can set the Data Download file
name and include a date if required.
You can change your
password under Preferences –
‘Change Password’. If at any
time you forget your
password, you can get a new
password issued by
contacting your ALS
representative.
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November 2019 | REVISION 3.1 Page 15 of 20
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E-Submission – submit samples
electronically.
Under ‘Preferences’, click on the link
labelled ‘CPTs’.
This will bring up a list of your active
templates – click on the template you wish
to submit your samples for.
If you can’t find the template you need, or
you would like a new template customized
for your samples – please contact your local
client services team to arrange this.
The first tab labelled methods will show the methods applied to this template.
The Triggers tab shows the methods that will be applied should the indicated element read above the upper
limit. In the example below, the base method is Au-AA23. If the Au result should read at or above 10ppm,
the higher level method Au-GRA21 will automatically be activated for the relevant samples in this workorder.
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November 2019 | REVISION 3.1 Page 16 of 20
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The Analytes tab shows what elements will be reported under each method code.
The Reports tab shows who is on the distribution list, what reports they will receive (Result Certificate, Data,
QC Report etc.) and in what form (Webtrieve™ access, email or printed report).
The Rep ID is the name of the report type (e.g. a COA is a Certificate of Analysis; a CSV is a data file with
comma separated values).
Once you are happy with your selection, click on the ‘e-Submit’ button on the right-hand side of your screen
– this will open the e-Submittal form to be filled out:
Select the lab your samples will
be submitted to from the drop
down list
Type in any other relevant
information you wish to include:
dispatch number, project name,
geologist and purchase order
number.
These are recommended but
Sample IDs can be copied not required
and pasted from a
spreadsheet Select sample type from the
drop down list.
E.g. drill core, rocks,
percussion, soil
Once all required fields are completed, click the ‘e-Submit’ button.
For assistance in using this feature – please contact your local client services team.
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November 2019 | REVISION 3.1 Page 17 of 20
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News and Updates
News and updates are obtained
from the ‘News’ tab.
Information regarding
scheduled service interruptions
for maintenance and updates
can be viewed here.
New information for the site can be viewed under the ‘What’s New’ Tab.
Terms
The ‘Webtrieve Terms and Conditions’ for service provision, ‘Lab Service Terms’ and a link to ‘Service
Schedules’ can be found in ‘Terms’. This includes important information about the terms of use for
Webtrieve™ and steps to be taken if a Webtrieve™ user is no longer authorized to access your data.
A link to the ALS Global Service Schedules can also be found under ‘Terms’.
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November 2019 | REVISION 3.1 Page 18 of 20
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Contacts
Under ‘Contacts’, a map of all ALS Geochemistry labs is displayed. By
clicking on the icon in any of the locations – a pop-up box will appear
with the relevant contact details for that particular lab.
Or you can select
a country and
state from drop
down lists below
the map – this will
provide a table of
contacts for the
ALS Geochemistry
labs in that
region.
Help
Under ‘Help’, there is a query form
which can be filled out to send your
help request to the team of
Webtrieve™ support staff. One of the
team members will contact you and
follow your query through to ensure
a speedy resolution.
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November 2019 | REVISION 3.1 Page 19 of 20
Geochemistry Client Services
Australia/Asia — Brisbane Europe — Loughrea
+61 7 3243 7222 +353 91 841 741
CSGBR@[Link] [Link]@[Link]
Australia/Asia — Perth Europe — Seville
+61 8 9347 3222 +34 955 513 035
CSGPH@[Link] ALSSV@[Link]
Africa — Johannesburg Mexico — Hermosillo
+27 11 608 0555 +52 662 260 7586
ClientServicesAfrica@[Link] ClientServicesMEX@[Link]
Brazil — Belo Horizonte Peru — Lima
+55 31 3045 8400 +51 1 574 57 00
[Link]@[Link] ServicioAlClientePeru@[Link]
Canada — Vancouver Ecuador-Quito
+1 604 984 0221 +593 2 513 0891
ClientServicesWCAN@[Link] ALSEcuadorMin@[Link]
Chile — Santiago USA — Reno
+56 2 2654 6100 +1 775 356 5395
[Link]@[Link] ClientServicesUSA@[Link]