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 Sites tab, and select the site you’d like to create a location for.
  3. Select Locations
  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 Sites tab, and select the site 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.