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EPA Region 4 EDGE Quick Start Guide
The Superfund Program in the EPA Region 4 uses the EQulS Data Gathering Engine (EDGE) software from
EarthSoft to ensure accurate and complete field data collection events. EDGE runs on field devices, such as a
laptop, tablet PC, USB drive, or SD Card. EDGE generates chain-of-custody (COC) files for laboratory analysis
and submits Electronic Data Deliverables (EDDs) via a connection to the EQulS Data Processor (EDP) for real-
time error checking of data. The EDGE Field EDD user report provides a template EDD with specific site
information that is tailored for each field event.
This guide provides a brief overview of how to access, register, configure, and use EDGE. Visit the EarthSoft
online help for more detailed documentation: https://help.earthsoft.com/index.html7edge.htm.
Obtain EDGE Field EDD and EDGE Reference Values
To obtain your EDGE Field EDD and Reference Value File (RVF), login to the Field Team Sampling Information
Dashboard at: https://epar4.equisonline.com/default.aspx?d=7432991. If you do not already have a user login
to the EPAR4 EQulS database, contact R4DART@EPA.GOV.
EQulS Enterprise
7.0.0.191*4 £ isnhSoft. Inc.
Field Team Sampling Information vl
Be sure to select the Facility Above!
Navigation to Additional Information
Field Team Site
Location Map
Field Team Historic
Information
Select the EDGE Reference Values Excel Icon to Obtain Ne..
Format
Reference Values *.rv
Blank EDD Template
EDD Description
EPAR4
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EPAR4rei
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a
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EDGE
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EPAR4update
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a
Please select a facility before uploading an EDD.
EDP EDD Status

Status
File Name
Chi
Date
Facility
Submitl
Ro'

All






¦No records to display

Select View/Edit Report Parameters to Update EDD Output
EDGE Field EDD
Last Download:
Run Time:
File Size:
Record(s):

1

DOWNLOAD
~ Sent
s report
Select View/Edit Report Parameters to Update Location Map .
Google Earth: Locations
Last Download:
Run Time:
File Size:
Record(s):
Q Send me this report
1.	Click the Facility Chooser $ and select the site you will be sampling.
2.	Update the input parameters and run the EDGE Field EDD user report in the EZView Widget.
a.	Select the Edit $ button (to the left of the Download button) to open the Report Parameter
Editor.
b.	Leave all default values unless directed otherwise.
c.	Go to the Reference Locations parameter group and expanded the group to show all parameters
by clicking on the arrow (~) to the left of the group name.
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
1

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d.	Select either the Group(s) or Individual(s)
option. Pick the locations to be sampled from
the window displaying available values.
e.	Go to the Scribe parameter group.
f.	Leave the default starting sample number if only
SESD laboratory. Otherwise, click the arrow (~)
to the left of the group name and enter the
Contract Lab Program (CLP) starting sample
number as provided by the CLP administrator
(e.g., D2345).
g.	Click on Output File Type. Select either .xls or
.xlsx in the window displaying available output
options.
h.	Click the Download button to download the
EDGE Field EDD as an Excel file. Save (and
rename) the file to the desired Windows folder.
3. Obtain a new EDGE Reference Value File for the selected
facility.
a.	On the EDP EDD Upload widget, find the EDGE
format and click the icon under the
Reference Values (*.rvf) column in that row.
b.	Download the file. If desired, rename the
downloaded EDGE.rvffWe to include the site name
folder after you have obtained the software.
Name4
EDGE Field EDD
CHOOSE FACILITY
Plan Code
SPM Task Filter
Sampling Company Code(s)
Only Task Locations false
Include SPM COCs for Selected Tasks false
User(s)
Include Subfacilities false
Only Selected Locations false
^ Reference Locations
Include Flow Parameters false
Task Code(s)
Select Format EDGE
Select Segment Type for Top of Screen and Well Diame..
Reference Elevation top_casing_elev
^ Historical
^ Scribe (leave default if SESD only)
Output File Type:
i.e., facility). You will copy this file to the EDGE
Obtain and Register EDGE Software
EDGE is not installed with an installation program. EDGE is delivered in a zip file. EDGE is then extracted and
registered to a specific drive on your computer or to a field device. Windows operating system is required.
The EPA Region 4 has upgraded to EQulS 7. All users should obtain the latest version of the EDGE 7 software
at: earthsoft.com/products/edp/edp-format-for-epar4/
Download and save the EPAR4_EDGE.zip file from the EarthSoft website to the field device and perform the
following steps:
•	Be sure to unblock the zip file. Right click on the EPAR4_EDGE.zip file in the Explorer window and
select Properties. On the General tab, check the Unblock option.
•	To operate EDGE, the files need to be extracted (unzipped) to a folder where you have full
permissions, such as the Desktop or "My Documents" folder.
•	Copy the facility-specific EDGE Reference Value File downloaded from the Field Team Sampling
Information Dashboard to the EDGE\Formats\EDGE folder where you extracted the EDGE files
(e.g., C:\Users\yourname\Desktop\EPAR4_EDGE\EDGE\Formats\EDGE).
•	Double click on the Start_EDGE exe file to start the program. EDGE requires a license and registration
prior to opening any formats or adding any data.
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
2

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•	If the EPA R4 version of EDGE is not already
registered on the device, a registration window
will appear. Click the Register button on the
Evaluation window. (The registration window can
also be opened by clicking the EDGE application
button in the upper-left corner of EDGE and
clicking Register).
•	Go to the Workstation Licenses tab and click to
request registration keys for the computer or
device. EarthSoft will send an email with the
registration key codes enclosed.
•	Copy the registration keys to the New Key Codes
window of the Workstation Licenses tab. Click the
Save Key(s) button and then the OK button. EDGE
should open and load the EDGE format file
(i.e., EDGE.xse) provided in the zip file. This format
file is configured to meet the EPA Region 4
specifications.
Open and Configure EDGE
Double click on the Start_EDGE exe file (if EDGE is not still running) and perform the following steps:
•	Load the EDGE format (if the EDGE format did not automatically load). Select Open Format from the
EDD group on the Home ribbon. Navigate to the location of the EDGE Format and select the EDGE.xse file
(in the \EDGE\Formats\EDGE folder).
•	The EDGE.rvffWe will automatically load if it is the only RVF in the \EDGE\Formats\EDGE folder. To load or
change the RVF, click on Select RVF — from the EDD group on the Home ribbon. Select the appropriate
RVF (saved from the dashboard and copied to the \EDGE\Formats\EDGE folder).
•	Change the configuration settings if needed. The following configuration options are already set by the
EDGE format file but can be modified. Some additional file manipulations are required to be consistent
with these settings. Step lc must be completed or the EDGE Field EDD will not load properly.
1. Comment Indicator-The standard EQulS comment row indicator symbol (#) must be changed to
another symbol to allow the sys_loc_code of #DART# for QC samples needing analysis assigned. The
EDGE format file has assigned the dash (-) symbol to replace the # symbol.
a. To change the comment indicator to a different symbol, follow these steps.
i.	Navigate to the Plugins tab ribbon and click EDGE Configuration. The EDGE
Configuration window will open.
ii.	Select the EDP Options button in the bottom left corner to open the Options window.
iii.	Select General and update the Commentlndicator field from - to another chosen
character.
iv.	Select OK to close the Options window and then Save on the EDGE Configuration
window.
v.	Click the Close button.
Software Registration X
Review registration status of products currently installed on this computer.


Activation | Workstation Licenses | Network Licenses | SPLA |

Maintenance key not found
Computer ID:
-¦ —

New Key Codes:
Save Key(s) ^
j^Clickheretoreg uest registration key forthis^computej
Click here to request maintenance extension
1 <"< 1
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
3

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EDGE Configuration
- ~ X
Captions
| " EDP Export
El Enumerations
E Format Sections
Tabs
Appearances
EDP Options |
Ignore Error [7 |_
::
"41 _


AddHeaderRow
False

Commentlndicator
L

DaysUntilUpdate
0

DefaultExtension
.zip

ErrorThreshold
500

RecallLastUsedFor
Yes 	

Saved Ed dDateForr
yyyy/MM/dd

SavedEddTimeForr
HH:mm:ss w



Commentlndicator

Characters) used to designate a comment row.
iselect Options
lulti-Select Separator ~
ion	Save	Close
b.	If the dash is replaced with a different character, open the ScribeCOC.xls file in the
EDGE\COC Template folder to change the comment indicator in this file.
i.	On the Setup worksheet, update the Commentlndicator value from - to the character
chosen above.
ii.	Save As and supply a file name to be selected for use.
c.	The comment indicator symbol (#) must be changed in the EDGE Field EDD user report.
i.	Open the EDGE Field EDD user report saved from the Field Team Sampling Information
Dashboard.
ii.	For each worksheet in the file, change the # symbol in the first row to the - symbol
(or the character chosen).
iii.	Save the file.
2. Sample ID - Setup an appropriate nomenclature for auto creation of the Sample ID
(i.e., sys_sample_code). There is no required nomenclature for the Sample ID but needs to be unique.
a.	Navigate to the Plugins tab ribbon and click EDGE Configuration. The EDGE Configuration
window will open.
b.	Expand the Enumerations node on left pane in the EDGE Configuration window.
c.	The EDGE format file has the Sample IDs auto created using the month and year
(e.g., Location-1119). The following instructions detail how these enumerations were created.
These enumerations can be modified or other nomenclatures may be similarly created.
i. Scroll down and select the sampleid_date_format enumeration.
1.	If the desired date format is not listed, click the Add to List button in the
Enumeration Values frame to add a new value.
2.	Add MMyy and select OK.
3.	Highlight the newly added enumeration value and click the Value Up button until
the enumeration is at the top of the list.
4.	Click the Save button.
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
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EDGE Configuration
~ X
roof_drain
sa mple_col lection_poi nt_desc
sample_col lection_poi nt_other
sample_source
sample_type_1
sample_type_2
sampleid_date_format
sarnpleid_date_to_end
sampleid_schema
sampleid_separator
sampleid_spm
sampler
screen Jnterval
sequence
Signatory_Roles
size_confirmed
Sol i nstGoldCreateLevelSeries
Enumeration Values
MMyy
yyyyMMdd
yyyyM MddH Hmm
MMddyy
MMddyyHHmm
ddMMyy
ddMMyyHHmm
p Enumerations
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Multiselect Options
~
New
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Delete
Value Up
Value Down

1 1 Multi-Select Separator
Dynamic Loading Options
l~1 From
Select
Build
EDP Options
Ignore Error [7 Live Data Enabled W Convert Key Fields To Upper Settings Migration Replace Config Update Enumeration
ii.	Select the sampleid_date_to_end enumeration.
1.	In the Enumerations Values pane, highlight DATE_TO_END and click the Value Up
button until the enumeration is at the top of the list.
2.	Click the Save button.
iii.	Select the sampleid_schema enumeration.
1.	In the Enumerations Values pane, highlight EDGE_LocDate and click the Value Up
button until the enumeration is at the top of the list.
2.	Click the Save button.
iv.	Select the sampleid_separator enumeration.
1.	In the Enumerations Values pane, highlight DASH and click the Value Up button
until the enumeration is at the top of the list.
2.	OR, select NOTHING to get LocationMMYY without a separator.
3.	Click the Save button.
3. COC_vl Customization - The field names in the forms can be customized. The following changes have
been implemented on the COC_vl format section. Other changes can be made.
a.	If not still in the EDGE Configuration window, navigate to the Plugins tab ribbon and click on
EDGE Configuration.
b.	Expand the Formats node on left pane in the EDGE Configuration window.
c.	Select the COC_vl section.
d.	On the Columns tab in the right pane, scroll to the custom_field_l field.
i.	The Caption has been changed from "custom_field_l" to "Case Number:".
ii.	Scroll to the far right. The Required check box has been selected.
e.	The caption for the Remark field has been changed to "Remark for QC Assignment:". This has
been automated to work off of the QC flag.
f.	Click the Save button.
g.	Click the Close button to close the EDGE Configuration window.
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
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Collect Samples in Field
Once EDGE is configured, the EDGE Field EDD can be loaded and the sampling event can be performed.
Double click on the Start_EDGE exe file (if EDGE is not still running). When EDGE is started, the last opened
format and reference value files are loaded and the Home tab is displayed in the Data Tab area. The EDGE
interface consists of the main application menu, a series of ribbons to access various components of EDGE, the
Data Tab area, the Task Chooser pane, the Location Chooser/Filter pane, the Intelligent Bar, and the Status Bar
at the bottom that displays the loaded format file, reference value file, and EDD file. The EPA Region 4 EDGE
contains four forms/tabs: (1) Safety Meeting, (2) Location, (3) Field Samples, and (4) EPAGW.
EarthSoft EDGE -
Home G- Devices	Plugins
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New
Open
Save
Select
New Edit
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EDP
Touch COC
Home
MaVRestore
Close
EDD
EDD
EDD
RVF -
Task Task
Export *
Export
Ul Manager




EDD
Task
Export
Tools

Window


Add
Show All
Location Task Filt
Task Code Start Date End Date Priority I
Location Chooser/Filter


Filter |
Location Text Filter:
IH Filter By Selection
T U mm +
Alerts V sys_loc_code
V loc_type V d€
Home Safety Meeting Location Field Samples EPAGW
Safety Meeting
No Data Status
Field Samples
No Records
Location
No Records
EPA GW
No Records
Intelligent Bar
> 6S - Open format took 46.53 seconds.
Format: C:\__ RVF: C:Y

EDD: C:\li
1. Select Open EDD from the EDD group on the Home ribbon. Browse to and open the EDGE Field EDD
user report (Excel file) downloaded from the Field Team Sampling Information Dashboard. The data stored
in the Field EDD is displayed in the Task Chooser and the Location Chooser/Filter panes and any pre-
populated sampling information is placed into the visible tabs in EDGE.
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
6

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2.	In the Task Chooser pane (the left top pane),
either highlight/select an existing task or select
the Add button to add your Project code.
a.	Enter a Task Code (e.g., 17-0006).
b.	Enter the other fields with known
information (e.g., description and
start/end dates).
c.	Enter the event phase for the Task Type
(e.g., RA).
d.	Select the Add Task button.
e.	Highlight/Select the new Task.
3.	In the Location Chooser pane (the left bottom
pane), check if there are any Alerts and if so:
a.	Select the Location Tab in the Data Tab area.
b.	Scroll to see and fix any errors (e.g., ft to feet; R4 value to Scribe value).
c.	Optionally, select the Alert number at the left of the row to open an error screen.
d.	Resolve all errors and Save file.
4.	If you need to add a new location, one can be added through the Location Chooser pane.
a.	Select Add" from the Location Chooser toolbar.
b.	Enter the desired sys_loc_code and select the Create button. Note a new record is added to the
Location Chooser pane.
c.	Select the Locations tab in the Data Tab area and populate any pertinent details in the appropriate
fields for the new location.
5.	Select the Field Sample tab in the Data Tab area to
begin entering sample information.
a.	Select Auto Fill from the Grid group on the
Form ribbon to open the Auto Fill Manager
window.
b.	Enter any information that will be
consistent for all samples, and can thus be
auto filled (e.g., sample date, sampler,
sample type, matrix, composite, etc.).
c.	Select OK. Note that these values may be
updated and/or overwritten if needed
during sample collection.
6.	Add Samples.
a.	Select the Location in the Location Chooser pane to denote from which location the sample is
taken.
b.	Select New + from the Record group on the Form ribbon to add the new field sample record.
(Note that sampling records do not have to be created one at a time. Create multiple sampling
records by using the CTRL key to select multiple locations before selecting New).
c.	From the auto fill, many items should already be populated.
d.	Scroll left and update the Sample Time from 00:00 to the actual time.
Task Code:
T ask Desc:
Start Date:
End Date:
Delivery Order
Client
TaskType:
Monitoring Pro
Monitoring Ty
Authority:
Authority Type
©
Add Task
©
Cancel
Auto Fill Manager - Field Samples
Check All (Selected) Uncheck All (Selected) Check All (new) Uncheck All (new) _
Column
Column
Value
Selected
Rows
New
Rows
Pefset
Value
A
1
svs samole code

~
~
~

2
s a m p 1 e_mahix_code

~
~
~

3
s a m p 1 etypecode

~
n
n

4
pa rent s ampJecode

~
~
~

5
sampledate

u
~
~

€
sample_time (24hr)

~
~
~

7
sys_loc_code

~
~
~

8
start_depth

~
n
n

9
end_depth

~
~
~

10
depthunit

u
~
~

11
sampler
Sampler Name|
0
a
~

12
samplingcompanycode
R4-SESD
0
0
~

13
sampling_method

~
n
n

14
compos ite_yn

~
~
~

15
compos ite_desc

u
~
~

16
comment

~
~
~
V
o
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
7

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e.	Populate other fields as needed.
f.	If the record is a duplicate sample, the auto created Sample ID (i.e., sys_sample_code) can be
modified by typing directly in the field. Note that any changes will not be retained if the date field
is entered again for the record (i.e., triggers the auto creation of the sys_sample_code).
7. Click Save from the File group on the Form ribbon.
Create Chain-of-Custody
1.	Select the Home ribbon and then COC Manager from the Tools group to open the COC Manager.
2.	Select New from the COC section to generate a new COC number. The "Set ID for New COC" window wil
open.
a.	Either retain the system generated COC ID, or
b.	Select By User to set your own COC ID.
c.	Select OK. Note that the COC Details tab will be partially populated.
3.
COC Manager
+ X 0 0
New Delete Update COC
ID Options'
Save Load
i i
Add Remove
El ® ® *C> i
COC eCOC Government Label FTP
' ' Printing '
0
Close

COC
Samples
Export
Window

1082819-1626 (R4-SESD)
•
Region 4 Lab
| ScribeCOC.xls
H
Delivery Lab:
COC Details Samples Containers
COC Information
Chain Of Custody:
Lab Code:
Shipping Date:
Shipping Company:
Shipping Tracking Number
Project Manager:
Project ID:
Po Number:
Quote Number:
Department:
Sampler 1:
Sampler 2:
Sampler 3:
Relinquished By:
Relinquished Date:
Email Invoice To:
Email Report To:
Turn Around Time:
Cooler Count:
082819-1626
R4-SESD
01/18/2018
FEDEX
123456789777
01/19/2018
Lab Information
Company Code
Company Type
Company Name
Contact Name
License Nbr
Address 1
Address 2
City
County
5.
6.
Select the Lab from the drop-
down menu.
a.	The Lab Information on
the COC Details tab is
read only and will auto
populate.
b.	'R4-SESD' has the proper
information in the
rt_company table.
c.	CLP Labs contain the
company type of
LAB_CONTRACT.
Select the COC Template from
the drop-down menu. This will
be ScribeCOC.xls unless there is a
renamed version with any
updates. Macros in the Excel
template file are used to
generate the PDF and XML files
and must be enabled for the
template to properly function.
Fill out the COC Information in
the left pane of the COC Details tab.
a.	Custom_field_l has been updated to hold the Case Number.
b.	The Remark field is to hold the information designating which samples need QC samples.
c.	Select the Save button in the COC group.
Select the Samples tab.
i
a. Select Add from the Samples group in the ribbon to add samples from the EDGE EDD to the COC.
State
Country
Postal Code
Phone Number
Alt Phone Number
Fax Number
Email Address
Custom Field 1
rnctnm FiolH 9
R4-SESD
LAB_CONTRACT
Region 4 Lab
MikeBeall
980 College Station Rd
Athens
GA
30605
706-355-8856
ESAT-R4-FAS@alionscience. com
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
8

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b.	Single-click on one or more samples from the Samples list in the left upper window. To add more
than one sample, use the CRTL key. The Shift key can be used to select all samples.
c.	Select one or more analyses in the right upper window.
•	Group Type will define the type of CLP Sample ID used and to which COC it flows.
•	Group Owner may be used to filter CLP or Non-CLP.
d.	Click the Assign Analysis button. The select samples will appear in the Assigned Lab Analysis pane
with the selected analytical methods.
e.	Select the Finish button to return to the main COC Manager page. The added samples appear in
the Samples tab.
z	Add Samples to COC	- a X
s Filter
Samples



All Groups Task Groups Single Analyte Custom Groups Re < ~
Task
Location
Location Name Date
Sample ID
A
Group Code v Group Desc v Group Type v Short Name v Grou| *

18-0111
MW05
01/18/2018 12:20 PM
MW05-0118
| BTEX-GC

18-0111
MW06
01/18/2018 12:40 PM
MW06-0118

CNA-LCP

18-0111
MW07
01/18/2018 12:55 PM
MW07-0118

DDTR isomers

18-0111
MW08
01/18/2018 01:10 PM
MW08-0118
DDTs

18-0111
MW09
01/18/2018 01:25 PM
MW09-0118
DMTL-LCP

18-0111
MW10
01/18/2018 01:50 PM
MW10-0118
LeadWithXRF

18-0111
MW11
01/18/2018 02:10 PM
MW11-0118
PCP1

18-0111
MW12
01/18/2018 02:25 PM
MW12-0118

SSCL v
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MAG Custom Assign Analysis
Assigned Lab Analysis
Task
Sample ID
Sampling Location
Location Name Sample Date
Sample Time
MAG Remark Analysis
CLP Number On Hold TAT Number Lab G A

18-0111
MW05-0118
MW05
1/18/2018
12:20
BTEX-GC


18-0111
MW06-0118
MW06
1/18/2018
12:40
BTEX-GC


18-0111
MW07-0118
MW07
1/18/2018
12:55
BTEX-GC


18-0111
MW08-0118
MW08
1/18/2018
13:10
BTEX-GC


18-0111
MW09-0118
MW09
1/18/2018
13:25
BTEX-GC


18-0111
MW10-0118
MW10
1/18/2018
13:50
BTEX-GC


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Remove Selected Finish
Edit the Sample Information for each sample.
a.	Select the check box to the left of the options you want to apply.
•	TAT-Turn Around Time in days.
•	On Hold - Should the Sample be placed on hold?
•	Lab QC - Should the Sample have Lab QC performed?
•	Preliminary Results - Should the Lab only perform preliminary analysis?
b.	Enter the information for each option and then select the samples to which the information
applies.
c.	Select the Apply to Selected button.
d.	Continue with different combinations as needed for the samples.
e.	Once the information has been associated, it may be edited per sample.
EPA Region 4SEMD EDGE Quick Start Guide
January 2020
9

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COC Manager
+ X 0 0
New Delete Update COC
ID OptionsT
COC
i a i
Add Remove
Samples
Government Label FTP
Printing
Export
Close
Window
1082819-1626 (R4-SESD)

ScribeCOC.xls
HI
Lab:
Delivery Lab:
a
COC Details Samples Containers
5 Edit Sample Information
r TAT:
P On Hold: jyes H l~ LflbQC:
r Preliminary Results:
Apply To Selected
Task v Sample ID v Sampling Location v Location Name v Sample Date v Sample Time v MAG Remark v Analysis v CLP Number v On Hold v TAT
18-0111
MW01-0118
MW01
1/18/2018
10:00
BTEX-GC

18-0111
MW01-0218
MW01
2/26/2018
16:11
BTEX-GC

18-0111
MW03-0118
MW03
1/18/2018
10:50
BTEX-GC

1118-0111
! MW04R-0118
: MW04R
j 1/18/2018
111:30
; BTEX-GC j

18-0111
MW05-Q118
MW05
1/18/2018
12:20
BTEX-GC

H 18-0111
: MW06-0118
MW06
j 1/18/2018
112:40
; BTEX-GC |

18-0111
MW07-0118
MW07
1/18/2018
12:55
BTEX-GC

18-0111
MW08-0118
MW08
1/18/2018
13:10
BTEX-GC

18-0111
MW09-0118
MW09
1/18/2018
13:25
BTEX-GC

| < n





>
8.	Select the Containers tab and enter select the appropriate information from the drop-down options.
a.	For each Sample's Analysis Method, you must provide the container information.
•	Container Code - Select the type of container used for the sample portion
•	Number of Containers - Enter the number for that container type.
•	Filtered - Is the sample portion to be filtered in the field, lab, both, or not at all.
•	Preservative - Select the type of preservative used for the container.
•	Container Description - Enter any additional information regarding the container(s); may be
an additional item to print on the label.
b.	If there are multiple types of containers being used, add additional lines for the samples.
9.	Select the Save button in the COC group.
10.	Prepare the Chain of Custody for the samples. Both the hard copy PDF and the electronic copy XML files
will be generated. After all sampling is complete, the final COC may be created using the CLP custom
option.
a. From the Export group on the Menu ribbon,
select Government > Scribe. The Analyte Method
Group owner and group type determine which
COC drop-down to select.
•	Use CLP Generic for the non-CLP Regional
Lab.
•	Otherwise, select the appropriate group
type from CLP Organic, CLP Inorganic, or
CLP High Resolution for the Contract Lab
Program.
•	Select CLP Custom for the final COC to be sent to Regional Lab.
i 1
COC eCOC
Government
f> i
Label FTP
Printing
X
Close

Scribe ~

CLP Generic
CLP Organics
CLP Inorganics
CLP High Resolution
CLP Custom
-tr
~ Lab:
Delivery Lab:





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Setup of Facility Information
(Review EDGE FacilityReadOnly Tab to verify and update.
Although it says Readonly, the information will save into the EDD for COC generations)
EQulS
COC XML Element
Scribe Data Element
Scribe Description
Example
dt_facility.sys_region_code
Sites. EPARegion Number
Site.EPARegion Number
EPA Region Number
4-
dt_facility.facility_name
Sites.SiteName
Site.Site_Name
Name of site or project
AMERICAN CREOSOTE WORKS INC
dt_f a c i 1 ity .f a c i 1 ity_ty p e
Sites.Action
Site.Site_Action
Site Action
(e.g., Emergency, TC,
NTC, Remedial)
RD
dt_facility.program_code
Sites.CERCLIS
Site.CERCLIS
Cerclis Number
FLD008161994
dt_facility .client
Sites.AccountCode
Site.AccountCode
Account Code
000DD20445LA03
dt_f a ci 1 ity. p rp_a ge n cy
Sites.Lead
Site.Res ponse_Authority
Response_Authority
(e.g., OPA, CERCLA)
CERCLA
dt_facility.data_provider
Sites.SamplingCompany
Site.Contractor
Contractor name/
company name
PL-CONT_BV
dt_facility .state
Sites.State
Site.Site_State
Site State
FL
dt_f a c i 1 ity .f a c i 1 ity_co d e
Sites.SiteNumber
Site.Site_No
Site Number (PK)
110002527025
dt_facility.region_code
Bottle.TagPrefix
Site.EPARegion Number
EPA Region Number
(with a dash suffix)
4
Create Labels
Print Labels if they were not pre-printed. The template ScribeLabels5163_blank_date.docx in the
\EDGE\Custom Labels folder was designed to print on the Avery 5163 label size with the date and time NOT
populated. This template can be modified (see instructions on the next page).
1.	On the Containers tab in the COC Manager window, check the Label Print column for the analyses needing
labels.
2.	Select Label Printing from the Export group on the Menu ribbon.
a.	This will prompt for the label template to use.
b.	Select the ScribeLabels5163_blank_date.docx or the renamed file if the template was modified.
Modifying Label Template File
Open the ScribeLabels5163_blank_date.docx file in Word.
1. To add a field such as the sample's date to the right of the "Date:" label
a.	Select the Insert ribbon.
b.	In the Text group, select Quick Parts > Field.
c.	On the pop-up window,
•	From the Categories drop-down menu, select Mail Merge.
•	In the Field names list box, select MergeField.
d.	In the center, Field Properties will display.
•	Enter the Field Name as noted in the Field Label column in the table below.
•	Select the Mapped Field check box on the right and select OK.
e.	Select Save As and rename the file. Close Word.
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2. The following fields may be configured:
Field Label
EDD/EDP Table

Field Label
EDD/EDP Table
TASK
Contra ctMagSPM_Bottles

PRESERV
Contra ctMagSPM_Bottles
SAMPLEID
Contra ctMagSPM_Bottles

FILTERED
Contra ctMagSPM_Bottles
MAG
Contra ctMagSPM_Bottles

SAMPLETYPE
FieldSample_vl
FRACTION
Contra ctMagSPM_Bottles

SAMPLEDATE
FieldSample_vl
METHOD
Contra ctMagSPM_Bottles

SAMPLEDATEONLY*
FieldSample_vl
TAT-DAYS
Contra ctMagSPM_Bottles

CONTAINER_DESC
Contra ctMagSPM_Bottles
HOLD_YN
Contra ctMagSPM_Bottles

MAG_REMARK
Contra ctMagSPM_Bottles
LAB
Contra ctMagSPM_Bottles

PROJECTID
COC_vl
LOCATION
FieldSample_vl

SAMPLETIME
FieldSample_vl
SAMPLER
FieldSample_vl

COLLECTIONMETHOD
FieldSample_vl
MATRIX
FieldSample_vl

MAG_DESC
Contra ctMagSPM_Bottles
FACILITY
Contra ctMagSPM_Bottles



*Use of the SAMPLEDATEONLY is hardcoded to the YYYY/MM/DD; SAMPLEDATE uses the computer system date format.
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