EIM Search Tool – Vlog
Locus Technologies’ customizable software makes scheduling and collecting routine water samples is made easy by using Locus Mobile and EIM.
Tag Archive for: Reporting
Finding the Best Environmental Sampling Tool
There is a need for most water entities to centralize data, and more easily load, share, analyze, and report data. Locus Technologies’ customizable software makes scheduling and collecting routine water samples is made easy by using Locus Mobile and EIM. Below is a list of frequent challenges that customers have encountered during their water sampling process and how they can be solved using the right tools from Locus. or better communications.
Challenge 1: Finding a flexible sampling planning tool
Planning tools need to allow flexibility in terms of different sampling intervals and date ranges, different field and analytical parameters, and account for location grouping. Using a well-designed application can pull together all of this detailed information and can provide a summary view of the individual samples. A manager can easily view sample status, and whether the sample is complete, in process, or planned. A well-designed application can also generate the chain of custody (COC), and lab and sample shipping date information and labels per sample, which is a huge time saver. This type of sample tracking detail seemed to be very useful to many conference attendees to help ensure they are in regulatory compliance with required sampling frequencies. A key feature to look for is an application that is flexible enough that it can allow one-time, unplanned sample events such as water main breaks, customer complaints and schedule changes, and can handle complex multi-year routine sampling with ease. As a plus, it’s easy for you or your manager to know where you stand at any time.
Challenge 2: Eliminating data entry errors caused by hand data entry
Data entry errors and fixing bad data when it was transcribed from field notes to Excel or other programs is a persistent problem with the old way of doing things. Your company needs a better way to streamline the error prone data collection process. Many clients are interested in an alternative to the pencil/paper/clipboard method and had goals to move to tablet or smartphone for data collection. The universal wish list for mobile field applications included:
- Easy to use and set up
- Built in data validation to catch data entry errors at the source
- Direct upload to a data system so the end of the day all the daily samples were in the system with the push of a button
- Prepopulating locations especially for large water systems
- Complete field instructions for samplers on what to collect and where to collect it to eliminate missed samples
- Smart tracking to know on a daily/weekly basis, what samples were collected and what samples were still outstanding
- Integrated with sample planning tools (See challenge 1) to automate the sampling instructions and track the data collection activities vs plan
Challenge 3: Getting the most out of their software, especially regarding updates
Everyone is aware that software updates all the time. Sometimes its security enhancements and sometime feature enhancements or bug fixes. A source of frustration is getting a software update and not knowing what was updated or how best to incorporate a new feature/enhancement into their established process. There was also concern for impact to an established routine with field crews that were used to the existing way of doing things. Even if a functionality improved the workflow, enhancements are only valuable to a user if they understand how to use them and how to incorporate them into their existing process.
Some suggestions from the attendees included:
- Concurrent documentation updates with software updates
- “Quick start” guides for new functionality
- Online training on the new functionality with recording for later viewing
- Heads up on what is coming in the next several months so they can do strategic planning (sharing the roadmap)
- Sandbox environment to test the enhancements before going in production so they can plan how to incorporate the features into their process and train field crews
Mobile applications, which appear very simple to the users, are in reality complex software and require careful integration with the receiving database for a range of complex use cases. This makes rolling out new mobile features challenging for both the developers and the users. Enhanced customer/developer communication along with a sandbox environment can go a long way towards solving some of the inherent issues with rapid innovations and updates associated with cloud and mobile software.
Software tools are available and can solve a lot of the common data management challenges, but know what you want, know the problem you are trying to solve and know it will take some time and effort, but the end result will significantly improve your business processes. Though these challenges are present when choosing a software, Locus Technologies has the experts to help you hurdle the challenges to find the solution that is best for your business.
Simplify Your Water Tracking with Locus Platform
Tracking your data is made easy within our software as a service (SaaS), Locus Platform (LP). Your company can take advantage of LP’s mobile-aware browser functions, giving you the capability to do all your fieldwork with your existing phones or tablets. When cellular connections are unavailable or unreliable, Locus also has a Mobile app which supports the offline capabilities you need to keep your workflow going.
Regardless of your mobile approach, each mobile form can be easily configured to capture the data you require in the field such as photos and the sampling results.
Along with easy mobile data collection, Locus Platform can help you to:
- Track and report your daily results, such as chlorine, nitrite and temperature to water treatment operators, for real time adjustments.
- Monitor lab results from routine sampling.
- Flag out of range data in real time for notifications or data entry corrections.
- Analyze data geospatially to understand situations impacting water quality.
- Report average monthly chlorine results.
- Track water quality complaints and illicit discharges overtime.
- Generate Nitrification Reports.
- Prepare Monthly Flushing reports.
Of course, those are not the limits of Locus Platform. Our software can also help you to:
- Track and manage all types of tasks and regulatory commitments.
- Track any type of permit and associated requirements.
- Generate notifications for defined events, such as data entered above limits.
- Produce PDF and Excel reports for regulators and customers.
- Keep all your information in an easy-to-use secure system and basically future proof your program.
Whether in the office, or out in the field, Locus Technologies is with you every step of the way during the tracking process. Contact us to find your solution.
Shed Light On Your Air and GHG Calculations
Locus’ Air Quality app is designed to integrate with data sources to seamlessly calculate air emissions monthly or annually.
Locus Innovations in 2022
2022 has given us a wealth of new features and growth! Both of our platforms have undergone improvements to enhance our client’s user experience. Let’s look at all the new features for 2022.
Environmental Information Management (EIM)
1. New Site Metrics dashboard allows immediate visibility into your data with clickable mapping. This is especially powerful for customers with multiple sites where they want to keep track of site activity and usage.
2. Finding data can sometimes be overwhelming especially when you have hundreds, if not thousands, of locations and numerous analytical parameters to review. Locus added advanced database search tools to support multiple search terms and ‘exact match’ searches, making it easy to find exactly what you want with a couple of key words and a click. Never has finding the right results from large complex datasets been so easy.
3. Locus has enhanced its API functionality to enable easier integration with external BI tools, including Tableau, PowerBI, and other apps. Now, customers that rely on external business analytical tools will have quick and easy access to data to combine with other internal data sources.
4. Locus document management has been taken to the next level by allowing customers to link documents from any external library directly into their sites, monitoring locations, samples, and more. This means with a simple click, users can go to lab reports, regulatory reports, and any other current or historical document associated with the site. If you are using SharePoint, for example, to manage documents – they can be accessed directly from Locus software. Document access and security will be preserved by existing document library access controls.
5. 2022 was the year of “help”. In addition to the advanced search, Locus added a new Help Browser to provide access to comprehensive documentation for every feature of the software. It is similar to the familiar “site map”, only the links take you to help content. With this new feature, users can view help in a single location vs having to access the information on each individual screen. For new users, or infrequent users, this will be their new favorite feature.
EHS & ESG Solutions
1. Locus’ Survey/Questionnaire tool enables you to securely & easily obtain data globally without the burdens of training or maintaining user lists. The survey system effortlessly supports data entry from external organizations (such as suppliers) or even occasional users internal to your organization, with a simple link click.
2. Locus released a new pivot table tool that enables you to perform full data analysis on any query in the system. Data may be grouped and organized by any value. Output options include bar charts, heatmaps, tables, area charts, scatter charts, and tree maps. In support of the output options, Locus has improved the ability for users to create dashboards more easily.
3. Complex inspection and audit forms require branching, sophisticated, scoring, and automated responses. Locus added new question types to its inspection/ audit module, including conditional questions based on responses to one or more previous questions. Locus augmented the scoring calculation mechanism and automated creation and tracking of corrective action.
4. In today’s world, users need access to environmental data on the go. Locus augmented its mobile offerings to include configurable layouts for mobile users, with compact forms specially designed for smartphone and tablet access.
5. Today’s managers want immediate access to the data they need. Locus’ new Landing Page feature makes it simple to configure the dashboards, bookmarks, and record lists. This enables the user to review just the areas they need to see and navigate efficiently to complete the work.
Selecting ESG Software? Watch out for these 7 Red Flags
One of the biggest recent trends we have seen with novice ESG providers (both startups and major software providers new to the field) is a lack of substantial software tools presented. What is lacking is covered up by grandiose statements about the efficacy of their options. These statements are so vague that they could cover anything if you switched out references to ESG with any other nouns, since these providers don’t show their tools transparently.
Here are seven red flags to be aware of when selecting ESG software:
- These providers prominently share statements and statistics about the current ESG climate, without any offering of how their software fits into the picture. This is a major ‘tell’ that someone is jumping on the ESG bandwagon without adequate expertise or software tools.
- There is a lack of explanation about how their tools directly improve your ESG program. There is no mention of their dashboards or reporting options or other integrated tools. A seasoned software provider will happily share the specifics of what they offer.
- You’ll find over-the-top flashiness on their website, but there are no software previews to be found. If they’re not showing an example of their software, it may be because it lacks functionality, or is theoretical.
- Their site is filled with buzzwords. They will talk about reaching net-zero, about how their software is expert-led and data-driven. They will offer no insight as to how they meet these goals.
- They will shy away from offering demonstrations. Instead, they will seek to have conversations where they make lavish promises about what their software will be able to do in the future. They may be quick to offer a PowerPoint presentation, but you’ll find that many organizations are reluctant to show their software in action. You deserve to see the software you intend to purchase.
- No case studies or current customers can be found. If there’s not an example of their software in use, then it may not be worth exploring, or it may not exist.
- If an ESG software provider has grown by acquisition, there are likely issues with software integration and staffing knowledge/support for the product. And if they’re owned by investors, it’s inevitable that they’re being packaged to sell, and they’ve raised prices to meet the needs of the investor.
So, what should you look for in an ESG Software Solution instead?
When selecting an ESG software solution, don’t waste your time with something that either isn’t functional or doesn’t exist. More importantly, your software should have a long track record of usability and be backed by years of expertise. Locus ESG software is proven and is a vital part of the Port Authority of New York and New Jersey’s Clean Construction Program. It also helps Del Monte Foods meet their sustainability goals by improving analyzation and forecasting.
Don’t Trust Your ESG Reporting to Just Anyone
Is ESG the new gold rush? Some tech giants and startups seem to think so. With each passing day, more and more software providers throw their hat into the burgeoning ESG ring, hoping to cash in. While it’s perfectly reasonable for these companies to seek out profitable endeavors, most of those companies have limited real-world experience with ESG reporting and software. You may want to think twice about trusting your critical ESG reporting to someone looking to ride the wave toward a quick buck.
Locus has been developing and supporting ESG solutions for over two decades, before the ESG acronym ever made its way into headlines and boardrooms. In addition to the years of experience, Locus places great emphasis on domain knowledge, hiring experts in environmental science, engineering, sustainability, and mathematics to name a few. Our solutions are built and supported by these qualified experts, opposed to developers who are frantically cobbling together a solution that they can rush to market.
It takes years to develop a foolproof system for handling massive quantities of complex data. In a recent piece written by President of Locus, Wes Hawthorne, he delves into the importance of having accurate, audit-ready ESG reporting. Data quality and reporting accuracy have been pillars of Locus’ success since our founding in 1997.
Do more for your ESG program than applying a cookie-cutter tool meant to meet the bare-minimum needs of the many or an application that is new and untested, and unfit for your requirements. Our robust solutions help you manage impact, create reports with ease, and meet your ESG goals effectively.
6 Ways To Get Data Into Your EHS System
Locus provides multiple methods to populate EHS, ESG, or any environmental data, including the following:
Integrations
Locus provides a full suite of REST API’s, and SDK that can be used to populate data from external data sources. Typical uses include utility data, CEMS, meter data and IoT data.
Surveys
Locus Survey tool enables you to issue survey questionnaires to people outside your organization, and enables them to securely and seamlessly respond directly into the survey form. Typical uses include supplier surveys, audits and customer questionnaires.
Mobile
User input forms can be optimized for input on a phone or tablet, which allows quick uploads of photos and also geotags your data so you can ensure it was collected at the right location.
Excel and Text Files
Locus provides a full suite of Excel upload tools that allow you to import data directly from Excel or CSV files. This option also allows you to work offline and re-sync your data later. Typical uses include laboratory data, periodic monitoring data and data migrations.
Manual Data
Like any system, Locus provides tools for users to directly enter data into the system. These include Locus sophisticated data validation tools which employs machine learning techniques to identify data entries which may be invalid, with visual indications of the expect range or ranges.
Locus can be configured to directly read email input (as text) and place it into the system. Typical uses include instances where external users initiate a conversation, which then may be responded to from within the system, such as an inquiry, issue, or an incident report.
Automate Your Vapor Intrusion Management
The Vapor Intrusion tools in Locus’ Environmental Information Management (EIM) software solve the problem of time-consuming monitoring, reporting, and mitigation by automating data assembly, calculations, and reporting.
Quickly and easily generate validated reports in approved formats, with all of the calculations completed according to your specific regulatory requirements. Companies can set up EIM for its investigation sites and realize immediate cost and time savings during each reporting period.
Environmental Reports Tailored to Your Needs
Companies across a wide array of industries utilize Locus Environmental Information Management (EIM) software. Some examples include petroleum companies with over 6,000 sites, fracking companies with 3,000 plus sites, leading chemical corporations, engineering firms, private and public water utilities, DOE facilities, Native American tribes, aerospace companies, representatives of the electronics industry, and more. There is not a single report that these companies share in common, and as such, our approach to reporting recognizes our customers’ diversity.
Instead of focusing on canned reports, we provide users with the tools to build their own custom reports—enabling them to design exactly what they need, either independently or along with our stellar support team. To make the transition to Locus EIM as easy as possible, we ask our customers about their top reporting priorities. Then, we build reports to match their specifications during the implementation process to be up and running from day one. Not only does this facilitate the transition to our system, but it also gives our customers examples of how to build their custom reports.
Grid Reports
Before we delve into EIM’s formatted reports module, keep in mind that many of our customers’ reporting needs are met by EIM’s grids. For example, here is a sample grid populated with analytical results that match some previously chosen selection criteria:
One-click and this becomes an Excel spreadsheet (or any of a range of file formats) to which you can add a title, edit the column headers as needed, and if required, engage in further formatting.
Formatted Reports
Let’s now move on to EIM’s formatted reports module. Templates provide EIM with instructions concerning report layouts, content, and formatting. They do not address which records stored in EIM are to appear in the report. Template creation requires more in-depth knowledge of EIM and needs to be done only once for any given report format. Running a report is a more straightforward task. The same report can be re-run any number of times using different selection criteria. For example, it is not uncommon for a customer to print a monthly, quarterly, or even annual report using the same template. All that changes from one reporting period to the next is the selected sampling or measurement date range. Upon saving your entries, the report is ready to be used by others, unless designated as private.
To run a formatted report in EIM, all you need to know is what filters should be chosen to display only the relevant set of data. Aside from date ranges, what are examples of selection criteria available to you when executing a formatted report? For example, you can select individual locations or named location groups; individual or named groups of parameters; one or more sample types, sample purposes, samples, sampling programs, sampling events, or sample delivery groups; a range of sample depths; only filtered or unfiltered samples; only leached or not leached analyses; one or more EDDs; and one or more work order numbers to name a few.
Expert SQL Query Reports
The expert query tool allows the user to retrieve records from many EIM data tables with a flexible interface, where join and column definitions are customized. The expert query output can be scheduled as an attachment to an email or run as needed, private or public, or saved on the dashboard for ultimate access by all user levels.
The EIM Expert Query Tool (EQT) lets users create their database queries using a drag-and-drop table interface. Users can also directly write T-SQL language requests to pull data from EIM. This powerful tool empowers the super users to take full advantage of the data managed in EIM and creates “custom reports” without the need for a developer.
Additional Reports
Additional reports include DMR reports (formatted and NetDMR); Self-monitoring; Regulatory formatted exports (various EPA regions); Consumer Confidence Reports; Data Validation (in association with the Data Validation Module); Coliform reports (Water configuration); custom DMR reports and custom MSGP reports; and a wide range of metric reports for usage statistics, records, sites, and management reports including holding table metrics, SDG turnaround times, reporting tool metrics, and LocusDocs metrics.
Tag Archive for: Reporting
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