Managing Plans & Locations In SureTrend Cloud

Introduction

This article will show you how to manage and create Plans & Locations in SureTrend Cloud. Locations are where swabbing tests are performed. Plans are a set of locations for a given area.  After setting your plans and locations up in SureTrend Cloud  your changes will update Ensure Touch when you sync.

Creating a Location

  1. Sign into SureTrend Cloud.
  2. Navigate to the Instrument tab, and select the instrument you’d like to create a location for.
  3. Select Locations/Samples.
  4. Select + to add a new location.
  5. Enter the location information and save.
  6. Your new location will now show on your instrument after a successful sync.

Creating a Plan

  1. Sign into SureTrend Cloud.
  2. Navigate to the Instrument tab, and select the instrument you’d like to create a plan for.
  3. Select the Plans tab.
  4. Select +, and enter a plan name.
  5. To add locations to a plan select the check box next to the Available Locations.
  6. Select next to your newly created plan to edit the plans settings.Orange:

    Red: The name of the plan.
    Blue:
    If you want each location randomly chosen to only be chosen once.
    Purple: Make the plan globally available to all instruments on that site.

    Green: The minimum amount of locations to be tested before the plan can be completed.
    Orange: The locations on a plan is random. For example if you have 5 tests with a quota of 3, a random selection of 3 tests will be selected from the 5 tests.

Excluding Plans and Locations from an Instrument

  1. Navigate to the plan or location you would like to exclude from the selected instrument, and check the Exclude box.
  2. Perform a sync on the selected instrument.
  3. The plan and/or location is now excluded from this instrument.


Adding a New/Replacement EnSURE Touch to a Site

Introduction

This article will show you how to add a new or replacement EnSURE Touch to your SureTrend Cloud account.

Solution

  1. Login to SureTrend Cloud.
  2. Navigate to the Instrument Tab.
  3. Select ➕ located on the right hand side above the Instruments table.
  4. Enter an instrument name (optional), and select a Site. Note: If you only have a default site you will not need to select this.
    If this is a replacement instrument be sure to select the proper site so your plans and locations will sync.
  5. On the EnSURE Touch tap the Sync App and when prompted enter the Username and Code.
  6. Tap the sync now button to add your existing plans and locations.
    Note: Plans and Locations are linked by the site the instrument are assigned to.
  7. Your EnSURE Touch is now registered.