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					Attachment E – Technology Functional Requirements
Instructions for Responses
A response must be supplied for all requirements in all schedules as requested. Where applicable, the Compliance column should be completed
using the following codes:
               Y = Requirements are met by the core functionality of the products in the proposed solution
               C = Requirements will be met by customization of the core products in the proposed solution (describe the nature of customization
                   required)
               P = Requirements will be partially met by the solution.
               N = Requirements will not be met in the solution.
If the solution is custom or partial in compliance, please provide a brief description in the Description column, of the solution’s degree of capability
to satisfy requirement.
Sales

Requirements                                                                                                           Compliance (Y,   Description
                                                                                                                       C, P, N)
FUNC2.1: Discounts and Invoices
The solution shall enable a user to apply discounts for an invoice. This shall include the ability to apply a
percentage discount or a lump sum discount against the line items in the invoice, or the entire invoice.
FUNC2.2: Standard – Price Table
The solution shall enable a user to configure a price table for Laboratory analysis services. This includes the
ability to change the price point for the test that is reflective to the market, region or state.
FUNC2.3: Client – Price Table
The solution shall enable a user to configure a price table specifically for a Client. This may be associated with a
Client Project template. See requirement Project Template. This includes information such as Client contract
fees (unit based) and test services.
FUNC2.4: Project - Price Table
The solution shall enable a user to configure a price table specifically for a Project.
FUNC2.5: Update Standard, Client, and Project Price Tables
The solution shall enable a user to update a price for Standard pricing, a Client, and a Project, and have the
option to propagate updated values to existing Projects.
FUNC2.6: Create Quote
The solution shall create a draft quotation for services defined for a Client, Project, Group, Sample or Test. This
includes the ability to create lump sum line entries for quotation, retrieve and roll-up costs for Groups based on
the Samples Tests and display as line items for the Groups, retrieve and roll-up costs for Samples based on the
Samples Tests and display as line items for the Samples, and line items for individual tests.
FUNC2.7: Print Quote
The solution shall enable a user to print a quotation or save to a file location.
Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
FUNC2.8: Publish Client Pricing Information
The solution shall publish client pricing information via to the internet or e-mail.
FUNC2.9: Project Price Table
The solution shall provide a cost table to support Client, Project, Site Specific or Test list prices.
FUNC2.10: Package Pricing
The solution enables the user to create Client Package Pricing for quotation and invoices using Client language.
The services priced will be managed as Laboratory defined services for internal Laboratory processing and
analysis. I.e. Have a common service price that can manage Client definition, as well as Laboratory definition.
This can apply to an individual test, test group, or miscellaneous line items.
FUNC2.11: Generate Quote
The solution shall be able to create a quote referencing the marginal, high, and low price for a service. The
Client quotation shall be able to reference either the Standard, Client, or Project price tables.

This shall also include the ability to determine how much has been quoted for various clients. (optional)
FUNC2.12: Forecast Project Price
The solution shall enable the user to create a forecasted project price report.
FUNC2.13: Report Project Price
The solution shall enable the user to create a project price report.
FUNC2.14: Regulatory Agency Contact Management
The solution shall provide the ability to centralize regulatory agency contacts and web sites and make them
available to internal and external users.
FUNC2.15: Laboratory Competitor Management
The solution shall enable a user to manage laboratory competitor and subcontract partner contacts information,
web sites and fees.
FUNC2.16: Forecast Sales and Sales Targets
The solution shall provide the ability to generate a sales revenue forecast report based on the status of potential
Clients. This shall include the ability to report and calculate forecasted revenue based on client sales status and
price value.

The sales report will apply logic to determine forecasted sales. This can include logic applying probability of
sales success, such as sales statuses. i.e. initial communication (probability percent 10), needs assessment
(25%), presentation (40%), negotiation (65%), commitment to buy (80%), sales fulfillment (90%), captured
(100%)

These values will be compared against pre-determined sales targets.
FUNC2.17: Calendar
The solution shall provide scheduling and calendar capabilities to assist managing Client visits, meetings,
conferences, and proposal due dates.
Requirements                                                                                                            Compliance (Y,   Description
                                                                                                                        C, P, N)
FUNC2.18: Archive E-mail
The solution shall archive a users email and make the email accessible to enterprise users based on the profile
information contained within the email.
FUNC2.19: Mail Merge
The solution shall be able to perform "Mail Merge" capabilities, for letters, faxes, etc. Click email in LIMS and
pop-up email system and email and archive the email and make available in content management and LIMS.
Merging includes querying Client information and being able to broadcast.
FUNC2.20: Electronic Notebook
The solution shall provide weekly client contact summary reports and broadcast to staff based on the entries in
the database. The solution shall enable a user to record entries based on updates to the Client sales process.

Clients and Projects

Requirements                                                                                                            Compliance (Y,   Description
                                                                                                                        C, P, N)
FUNC7.1: Create Client
The solution shall enable a user to create a new Client profile. The Client profile will contain information such as
designating whether or not the Client is active or non-active. Non-active Clients include Clients who are still
engaged in a sales cycle, or expired Clients.

Client information includes contact information (both current clients and potential clients) - mailing address,
delivery address, phone, fax, e-mail, web site, secondary contacts, market classification, geographic location
(territory and market), and free-form text field(s) to contain and persist ancillary client information.
FUNC7.2: Modify Client
The solution shall enable a user to modify an existing Client profile. The user can update information such as
Client contact information.
FUNC7.3: Delete Client
The solution shall enable a user to de-activate an existing Client profile. The Client will remain in the system, but
no additional services can be performed while the Client has been de-activated.
FUNC7.4: Create Project
The solution shall enable a user to create a Project for a Client. The Project will contain information such as
contact information, pricing, invoicing and shipping information, required reports, regulatory schedule, testing
budget, sample needs (by test category) and sample schedule (by test category)..
FUNC7.5: Create Project Template
The solution shall enable a user to create a Project template to re-use for the creation of new Projects.
FUNC7.6: Modify Project Template
The solution shall enable a user to modify a Project template.
Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
FUNC7.7: Propagate Project Template Modifications
The solution shall propagate Project template modifications to Projects created with the Project template. The
solution shall present all projects created with the project template and enable the user to select the active
projects to receive the updated template modifications.

The solution shall also enable a user to lock a project disabling it to receive project template modifications.
FUNC7.8: Deactivate Project Template
The solution shall enable a user to deactivate a Project template. The users will no longer be able to use the
template to create or modify Projects.
FUNC7.9: Modify Project
The solution shall enable the user to modify a Project for a Client. The user will be able to modify information
such as contact information, pricing, invoicing and shipping information, and required reports.
FUNC7.10: Deactivate Project
The solution shall enable the user to deactivate a Client Project. The users will no longer be able to add Groups
to the Project.
FUNC7.11: Create Customer, Group or Sample Demographics
The solution shall enable the user to build a profile of fields for a type of client based on their demographics.
Demographics include information such as sampler well depth and user id.
FUNC7.12: Copy Client
The solution shall enable the user to use an existing project, and make a copy of the project to use for a new
project.
FUNC7.13: Cancel Project
The solution shall enable the user to cancel a Client Project.
FUNC7.14: Client and Project Hierarchy
The solution shall provide the ability to create and modify client and project hierarchies. The hierarchies will
also provide the ability to add user-defined levels. An example would be 'state'. If we have state limits and a
state hierarchy above projects, projects could inherit state limits.
FUNC7.15: Issue Management
The solution shall provide the ability for users to record issues associated with a Client, Client Project, and
Project Group. This is a general issue that includes information such as problem type, issue status, date created,
date resolved, and resolution. This is similar to a QIR and CAR, of which are issue types.

Users shall have the ability to query and report for issues by Client, Client Project, or Project Group and status.
The issues will be maintained in a centralized location.
FUNC7.16: Client Fax Form
The solution shall enable the user to generate a facsimile to a Client retrieving the Client information from the
solution; therefore, minimizing manually entering Client contact information.
Samples

Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
FUNC5.1: (Pre) Login Warning for Accounts Past Due
The solution shall provide a warning to a user if a Client is past due on making payment upon the pre-login or
login of new samples.
FUNC5.2: Create Group
The solution shall enable a user to create a Group for the Project. The Group will contain samples to be tested
for the Client Project, as well as frequency of pre-logging in a Group of samples. The pre-log settings can
indicate to create a Group once, or run at pre-determined periodic intervals.

The group should generate group and sample ids based on geographic service center.
FUNC5.3: Create Group Template
The solution shall enable a user to create a Group template to re-use for the creation of new Groups. The
template will indicate when and how often the Group should pre-log samples, as well as information such as the
samples matrices, sampling locations, and tests. The pre-log settings can indicate to create a Group once, or
run at pre-determined periodic intervals.

The group template should indicate which service center the group and sample were generated from. I.e. could
be sample ids, service center types as part of a group. Group templates can be re-used by other Clients.
FUNC5.4: Modify Group Template
The solution shall enable a user to modify a Group template.
FUNC5.5: Deactivate / Reactivate Group Template
The solution shall enable a user to deactivate a Group template. The users will no longer be able to use the
template to create or modify Groups. The user shall also be able to reactivate the Group template.

The solution shall also enable the user to copy or use the group template for the creation of new groups
regardless of its activation state.
FUNC5.6: Modify Group
The solution shall enable the user to modify a Group for a Client Project. The user shall be able to update when
and how often the Group should pre-log samples, as well as information such as the samples matrices, sampling
locations, and tests. The Group can be modified with respect to number for samples received and container type
received and quantity.
FUNC5.7: Deactivate / Reactivate Group
The solution shall enable the user to deactivate or reactivate a Project Group. The users will no longer be able to
add samples to the Group, or pre-log samples if the Group has been de-activated. The de-activation can
suspend the work to be performed on a Group.
Requirements                                                                                                             Compliance (Y,   Description
                                                                                                                         C, P, N)
FUNC5.8: Pre-Login Group
The solution shall automatically and manually pre-login a Group based on its configured schedule. This process
can pre-login samples if applicable.
FUNC5.9: Create Sample
The solution shall enable a user to create a sample for analysis. The sample shall include information such as
sample matrix, container type, sample location, type of preservation, sample hold-time, and tests to be
conducted against the sample. The sample should also include date and time stamps for the sample creation,
collection, receipt, analysis, verification, and approval, with respective user ids. The samples will always belong
to a Group.
FUNC5.10: Modify Sample
The solution shall enable a user to modify a sample for analysis. The user can update information such as
sample matrix, sample location, air bill number, type of preservation, sample hold-time, and tests to be
conducted against the sample. The user may update the status of the sample as the sample progresses through
its lifecycle. The solution shall automatically record the date and time stamps, as well as the user id when the
user updates the status of the sample. The samples can be moved from a Group to another Group, or deleted
from a Group.
FUNC5.11: Receive Samples
The solution shall enable a user to mark samples as received. This includes the ability to receive individual
samples, or a batch of samples based on the sample id or group id. This includes the ability of external users the
ability to receive samples via the internet. I.e. Subcontract labs may receive samples.

The ability to receive individual samples or individual test associated with a sample.
FUNC5.12: Receipt of Samples Notification
The solution shall generate a notification upon the receipt of samples into the laboratory. The notification will be
sent to users or user groups in the form of an e-mail, work summary alert, or page, based on business rules.
This may include the samples received being placed on the backlog and include the ability to color code samples
received based on priority.
FUNC5.13: Sample Notification
The solution shall generate a notification based on the business rules for a sample and test. This includes
notifications based on business rules such as pending hold-time violations. The notification will be sent to users
or user groups in the form of an e-mail, work summary alert, or page. The notification must be flexible to
accommodate notifications based on a Client, Project, Group, Sample and Test.
FUNC5.14: Delete Sample
The solution shall enable a user the ability to delete a sample as per defined business rules. I.e. If the status of a
test is analyzed, or the sample has been verified, a user will not be able to delete the sample. The solution shall
not remove the sample from the system, but rather mark the sample as canceled and or archived. This shall be
included in the sample audit trail.
Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
FUNC5.15: Sample Tests
The solution shall enable the user to add, modify, or delete tests from a sample. This shall include the ability to
add tests manually, or add tests using a pre-defined Test Group. The solution shall enable the user to add more
than one test, as well as more than one test group to the sample.
FUNC5.16: General – Sample Management Work Summary
The solution shall provide a sample management work summary for viewing and managing the sample backlog.
The work summary will include the ability to sort, filter, and search for samples.
FUNC5.17: Department – Sample Management Work Summary
The solution shall provide a sample management work summary configured specifically for a Laboratory
department for viewing and managing the sample backlog. The work summary will include the ability to sort,
filter, and search for samples.
FUNC5.18: User - Sample Management Work Summary
The solution shall provide a sample management work summary configured specifically for a Laboratory user for
viewing and managing the sample backlog. The work summary will include the ability to sort, filter, and search
for samples. The user can save their work summary viewing options and modifications.
FUNC5.19: Print Sample Management Work Summary
The solution shall enable a user to print out the work summary backlog.
FUNC5.20: Duplicate Sample
The solution shall enable a user the ability to duplicate a sample for analysis. The duplicated sample will include
sample detail information, as well as all tests and recorded results.
FUNC5.21: Pre-Login Samples
The solution shall automatically pre-login Samples based on a Groups configured schedule.
FUNC5.22: Import Samples
The solution shall enable a user to import samples, tests, test results and quality control from an external
system. The solution shall either accept the sample id from the external system, or generate a new sample id for
the respective samples. The user can be either an internal Laboratory user, or an external user via a web client.

This can include the ability to have a mapping utility for translating data to import to the system.
FUNC5.23: Barcode Samples
The solution shall generate and read barcode labels for samples. The barcode label will display the sample id
and potential text field(s).
FUNC5.24: Print Barcode Labels
The solution shall provide bar code labels on a flat file format accessible via the internet. This enables a Client
the ability to print the bar code labels and affix to their own bottles.
FUNC5.25: Chain of Custody
The solution shall maintain an audit trail of the sample based on the sample location, sample status, date and
time stamps, condition information, and sample custodian.
Requirements                                                                                                        Compliance (Y,   Description
                                                                                                                    C, P, N)
FUNC5.26: Add Tests
The solution shall enable a user to add tests to a sample.
FUNC5.27: Cancel Group
The solution shall be able to cancel a Group. The cancellation of a Group will not impact the invoicing of
completed tests for that Group. I.e. Completed Tests will be completed, and non-completed tests will be
canceled.
FUNC5.28: Move Sample from Group to Group
The solution shall enable the user to move a sample from one Group to another Group. The move of the sample
will retain all results recorded for the sample to the new Group.
FUNC5.29: Move Samples from Project Group to Project Group
The solution shall enable the user to move a sample from one Project Group to another Project Group. The
move of the sample will retain all results recorded for the sample to the new Group.
FUNC5.30: Archive Samples
The solution shall enable the laboratory user the ability to archive samples and sample results. This can include
a manual or scheduled archive routine.
FUNC5.31: Export Results to EDD formats
The solution shall provide the flexibility to create electronic data deliverables (EDD)s in a variety of formats.
Those EDDs must be capable of including calibration information for the instruments and various QC checks
required by the method (e.g a linearity check, an initial calibration, IPC, etc). The EDD must also be able to
map to a client's EDD specifications.

Tests

Requirements                                                                                                        Compliance (Y,   Description
                                                                                                                    C, P, N)
FUNC6.1: Test Groups
The solution shall provide the ability to create and modify a test group of which contains tests to be used for
analyzing a sample.
FUNC6.2: Delete Tests from Sample
The solution shall enable a user to delete tests for a sample based on the business rules for a test and sample.
I.e. the status of both cannot be ‘Analyzed’ or ‘ Completed’
FUNC6.3: Move Tests
The solution shall enable a user to move a test from one sample to another sample. The user can do this at the
sample level or the Group level.
Requirements                                                                                                            Compliance (Y,   Description
                                                                                                                        C, P, N)
FUNC6.4: General – Configure Tests
The solution shall enable a user to configure a test according to the method specification for the respective
analysis. The test configuration shall include information such as detection limits, control limits, comments, data
analyzed, analyst, and price. The solution shall enable the test configuration to support multiple limits for the
same test. Tests should include the ability to identify the quality control standards for the method.

The user can use a Test template for the initial creation of the test. See requirement – Test Template.
FUNC6.5: General – Test Validation
The solution shall notify a user or user group, if the entered test results exceed the test specification limits. The
notification can be an alert, such as a message box, change in color, test status, or e-mail.
FUNC6.6: General – Test Template
The solution shall provide the ability to create a test template to be used for the creation of new tests
configurable to Client Project specifications. The Test Template will include information such as test limits,
required certifications, and qualified subcontract laboratories, and price.
FUNC6.7: Dynamic – Configure Tests
The solution shall enable a user to configure a test according to the method specification for the respective
analysis. The user can add fields dynamically to the test specification, of which is unique only to the Client
Project. The solution shall provide the ability to configure Client specific business rules based on their test
specification as well as specific pricing used for the Group. The user can use a Test template for the initial
creation of the test. See requirement – General – Test Template or Dynamic – Test Template. I.e. a test has
separate hold-time parameters.
FUNC6.8: Dynamic – Test Validation
The solution shall provide the ability to configure Client specific business rules based on the Client specific test
specification. . A specific sample, with a specific site, testing a specific compound can have its own validation, of
which can generate a notification. Multiple parameters that can be input and completed at different times, when
they're all complete this will initiate the validation and potential notification.
FUNC6.9: General – Test Management Work Summary
The solution shall provide a test management work summary for viewing and managing the test backlog. The
work summary will include the ability to sort, filter, and search for tests.
FUNC6.10: Department – Test Management Work Summary
The solution shall provide a test management work summary configured specifically for a Laboratory department
based on business rules for viewing and managing the test backlog. The work summary will include the ability to
sort, filter, and search for tests.
FUNC6.11: User - Test Management Work Summary
The solution shall provide a test management work summary configured specifically for a Laboratory user for
viewing and managing the test backlog. The work summary will include the ability to sort, filter, and search for
tests. The user can save their work summary viewing options and modifications.
Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
FUNC6.12: Print Test Management Work Summary
The solution shall enable a user to print out the work summary backlog.
FUNC6.13: Run Lists
The solution shall enable a user to create a run list by selecting one to many tests to analyze in a run. The run
can be facilitated by the use of an instrument or be performed manually.
FUNC6.14: Barcode Tests
The solution shall generate and read barcode labels for tests. The barcode label will display the test id and
potential text field.
FUNC6.15: Barcode Run Lists
The solution shall enable a user to scan a barcode label for a test and automatically insert the test on to a run
list.
FUNC6.16: Manage the Order of the Run
The solution shall enable a user to manage the order in which the tests are processed in the run list.
FUNC6.17: Bench Sheets
The solution shall enable a user to print a bench sheet from a run list. The bench sheets can include information
such as methods, weights, volume, dilution, other test results and time stamps.
FUNC6.18: Concatenate and Consolidate Run Lists
The solution shall enable a user to select run lists and concatenate them into one run list.
FUNC6.19: General – Run Lists Management Work Summary
The solution shall provide a run list management work summary for viewing and managing the run list backlog.
The work summary will include the ability to sort, filter, and search for run lists.
FUNC6.20: Department – Run Lists Management Work Summary
The solution shall provide a run list management work summary configured specifically for a Laboratory
department for viewing and managing the run list backlog. The work summary will include the ability to sort,
filter, and search for run lists.
FUNC6.21: User - Run Lists Management Work Summary
The solution shall provide a run lists management work summary configured specifically for a Laboratory user for
viewing and managing the run lists backlog. The work summary will include the ability to sort, filter, and search
for run lists. The user can save their work summary viewing options and modifications.
FUNC6.22: Print Run Lists Management Work Summary
The solution shall enable a user to print out the work summary backlog.
FUNC6.23: Duplicate Tests
The solution shall enable a user the ability to duplicate a test for analysis. The duplicated test will include the
test specifications, and any recorded results. The solution will allow adding a duplicate, matrix spike, blanks or
control standards.
FUNC6.24: Individual Test Results Entry
The solution shall enable a user to record test results for a sample.
Requirements                                                                                                            Compliance (Y,   Description
                                                                                                                        C, P, N)
FUNC6.25: Multiple Test Results Entry
The solution shall enable a user to record multiple test results for a sample on a single display screen.
FUNC6.26: Import Test Results
The solution shall be able to import test results from an external system. This can include importing results from
an ASCII file, CSV file, or have APIs for receiving data from instruments or other systems.
FUNC6.27: Assign Test to Resource
The solution shall enable a user to assign a test to an analyst or team to perform the analysis.
FUNC6.28: Validate Resource to Test Assignment Criteria
The solution shall validate if an analyst or team has the appropriate certifications as required by the test. The
assignment will be completed if the criterion is satisfied. If not, the user assigning the test will be informed that
the assignment criteria has not been satisfied. This will serve as a warning, but not prevent the assignment.
FUNC6.29: Propagate Modifications to Tests
The solution needs to propagate changes to sample tests based on the Client, Project, and Group. This includes
the ability to determine which tests associated with the test standard propagate its changes to respective tests.
FUNC6.30: Cancel Test
The solution shall enable the user to cancel tests for a sample. This can occur if the Client determines to
change the testing services requested by MWH Laboratories.
FUNC6.31: Test Status
The solution shall have the ability to update the status of a test. The solution shall enforce business rules
associated with the update of the test status. The test status life cycle can contain 'Prepared', 'Started', 'Not
Started', 'Analyzed', 'Investigation', 'Verified', ‘Hold’, ‘Cancel’, and 'Approved'. Updates of status can use secure
permissions to manually update the status.
FUNC6.32: Recommended Analyst Assignment
The solution shall recommend to a user which Analysts are qualified to perform a test based on the Analyst's
certifications or proficiencies.
FUNC6.33: Analytical Bench Sheet
The solution shall enable a user to configure and generate analytical bench sheets for their samples or tests.
This shall include enabling a user to select tests or test groups to associate with the analytical bench sheet.
FUNC6.36 Instrument Interface Requirements
FUNC6.36.1: Reports
The solution shall be able to configure and generate reports for a method. These reports can be manually or
automatically created based on the business rules for the method. The reports can be sent to a printer, file, or
other external system. The reporting formats will include ASCII, .doc, .csv, .pdf file formats.
Requirements                                                                                                               Compliance (Y,   Description
                                                                                                                           C, P, N)
FUNC6.36.2: Business Rules
The solution shall support the ability to write simple and complex algorithms based on the specifications of the
method. For complex rules, the solution shall support a procedural language, or have interfaces used to
communicate with external modules, such as .dlls, for applying the business rule.

Business rules can be called either at the form or field level for validation. That is, for field level validation, if a
user leaves a field, the solution shall support the verifying the results when leaving the field, rather than
submittance of the form.
FUNC6.36.3: Parsing
The solution shall provide complex parsing capabilities for analyzing and parsing files sent from LIMS or
instruments. Parsing should include functions such as string matching, value-match splits, value-match joins,
value-match substitutions at the header, body, and footer file level.
FUNC6.36.4: Method Audit Trail
The solution shall provide an audit trail for a LIMS to instrument method specification. Audit trail will include
information such as version, resource making the update, date time, and description of change.
FUNC6.36.5: Interface Designer
The solution shall provide an administrative interface for designing forms for analysts to review and update
method results, the instrument interfaces, and method reports. This includes feature such as drag and drop, and
parsed data field to data field mapping.
FUNC6.37: Notification for Subcontracted Tests
The solution shall be to generate notification when a subcontract-related test has been logged in, but has not yet
had a COC/PO created for it within a defined period of time, i.e., 2 days since login has occured and still no
COC/PO.


Issue Management: General, Quality Investigation and Corrective Action Reporting

Requirements                                                                                                               Compliance (Y,   Description
                                                                                                                           C, P, N)
FUNC9.1: Create Quality Investigation Report
The solution shall enable a user to create a Quality Investigation Report (QIR) for test results that exceed their
defined limits.
FUNC9.2: General – Quality Investigation Report Work Management Summary
The solution shall provide a quality investigation management work summary for viewing and managing the
quality investigation backlog. The work summary will include the ability to sort, filter, and search for quality
investigation.
Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
FUNC9.3: User - Quality Investigation Report Management Work Summary
The solution shall provide a quality investigation management work summary configured specifically for a
Laboratory user for viewing and managing the quality investigation backlog. The work summary will include the
ability to sort, filter, and search for quality investigation. The user can save their work summary viewing options
and modifications.
FUNC9.4: Print Quality Investigation Report Management Work Summary
The solution shall enable a user to print out the work summary backlog.
FUNC9.5: Manually Flag Quality Investigation Report
The solution shall enable a user to flag a QIR with a reason or reason type as to the issue encountered or
identified in the sample analysis.
FUNC9.6: Automated Flag Quality Investigation Report
The solution shall set a flag for a QIR with a reason or reason type as to the issue encountered or identified in
the sample analysis based on pre-configured business rules.
FUNC9.7: Client Quality Investigation / Client Corrective Action Report
The solution shall enable the user to create a report indicating which samples or the number of samples that
exceeded their defined limits and business rules, or have a flag or indicating the issue or problem type.

A QIR are always related to a reported batch / run list test issue. A CAR can also be associated to a batch / run
list test issue, but can be related to miscellaneous issues as well, such as a wrong id associated with a report.
FUNC9.8: QIR / CAR Status
The solution shall enable a user the ability to update the QIR / CAR status and record comments about the test
based on the Client information.
FUNC9.9: QIR / CAR Workflow
The solution shall enable a QIR or CAR to be forwarded to a user or a group based on the problem type
recorded with the QIR or CAR.
FUNC9.10: Summary Quality Investigation Report / Client Corrective Action Report
The solution shall enable the user to create a Summary of all Quality Investigation Reports indicating which
samples or the number of samples that exceeded their defined limits and business rules.
FUNC9.11: Secure QIR / CAR Access
The solution shall provide secure access to QIR or CAR based on user or group. The secure access shall
provide the ability to restrict viewing, creating, updating, and approving a QIR or CAR.


Inventory

Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
Requirements                                                                                                                Compliance (Y,   Description
                                                                                                                            C, P, N)
FUNC11.1: Bottle Inventory
The solution shall enable a user to input and maintain bottle stock information. This includes information such as
bottle manufacturer, bottle type, bottle cost and physical bottle quantity.
FUNC11.2: Issue Bottles
The solution shall enable a user to issue bottles when a sample kit is created and shipped to a client. The
issuance shall decrease the bottle physical count in the solution.
FUNC11.3: Create Inventory Item Shipping Order
The solution shall be able to generate a shipping order for inventory items from MWHL. These inventory items
will not be returned per association with a Project or Group.

These bottles are not invoiced or tracked. The expectation is the bottles will be returned from an agreement.
FUNC11.4: Track Chemical Inventory
The solution shall be able to track chemical inventory information such as lot number, expiration date, and
received date.


Quality Assurance

Requirements                                                                                                                Compliance (Y,   Description
                                                                                                                            C, P, N)
FUNC8.1: Method Audit Trail
The solution shall enable a user to generate a report for methods tested and their results. The report will include
a complete audit trail for all updates to a test, including information such as tested date, name of analyst, and
results.
FUNC8.2: Analyst Audit Trail
The solution shall enable a user to generate a report for methods tested by a specific analyst and the recorded
results. The report will include a complete audit trail for all MDL and DOC performed/generated, SOPs read,
QAM read, CHP read, etc.. also include their job description, title, PT results (pass or fail, date, analyte).
FUNC8.3: Export Audit Trail Data
The solution shall be able to export data retrieved from either the method or analyst audit trails into a common
file format, such as MS Excel or ASCII.
FUNC8.4: Maintain Analyst Certifications
The solution shall enable a user to update a Laboratory users or "work cell" certification. This includes the ability
to add new certifications related to a test, modify expiration dates for a test certification, or disable certifications.

A "Work Cell" is a group of certified analyst that creates a working and certified team to perform all stages of test
preparation and analysis. The ideal solution shall enable individual analyst and work cell certifications.
Requirements                                                                                                              Compliance (Y,   Description
                                                                                                                          C, P, N)
FUNC8.5: Standard – Certification Work Management Summary
The solution shall provide a certification management work summary for viewing and managing the pending
certification expirations for analysts, work cell, or laboratory department. The work summary will include the
ability to sort, filter, and search for pending expiring analyst certifications.
FUNC8.6: User - Certification Management Work Summary
The solution shall provide a certification management work summary configured specifically for a Laboratory
user for viewing and managing the pending certification expirations for analysts, work cells, or laboratory
department. The work summary will include the ability to sort, filter, and search for pending expiring analyst
certifications. The user can save their work summary viewing options and modifications.
FUNC8.7: Print Certification Management Work Summary
The solution shall enable a user to print out the work summary backlog.
FUNC8.8: Secure Access for Certification Management
The solution shall enforce secure access based on user or group permissions for updating analyst or laboratory
certifications.
FUNC8.9: Generate Pending Expiring Certification Notification
The solution shall generate a notification to a user that an analyst or laboratory certification is pending expiration.
The notification can be an e-mail, color change to record in work summary, or a page.
FUNC8.10: Instrument Maintenance
The solution shall enable a user to create and manage the maintenance schedule for laboratory instruments.
FUNC8.11: Instrument Maintenance Notification
The solution shall generate a notification for maintenance services for an instrument based on the instrument’s
maintenance schedule.
FUNC8.12: Method Specification Audit Trail
The solution shall provide an audit trail for all modifications to a method specification.
FUNC8.13: Group, Run List, or Sample Audit Trail
The solution shall be able to generate an audit trail for a Group or a Run List.
FUNC8.14: Print Audit Trail Data
The solution shall be able to print audit trail data.
FUNC8.15: Assist in Analyst Certifications
The solution shall enable the user to generate a report for an analyst pending certification expiration and retrieve
an audit trail for the tests the analyst has performed. The solution shall enable the user to update the
certification status of the analyst based on the audit trail results.

The solution shall enable manual and automated re-certification based on the business rules associated with the
method.
FUNC8.16: Instrument Certification
The solution shall provide the capability to retrieve audit trail information for an instrument including information
such as test results, dates tested, and analysts.
Requirements                                                                                                           Compliance (Y,   Description
                                                                                                                       C, P, N)
FUNC8.17: State Certification
The solution shall enable a user to view, create update and disable state certifications. The solution should
notify users that the test is qualified to be conducted based on state certification.
FUNC8.18: Notification of State Certification
The solution should notify users that the test is not qualified to be conducted based on state certification.
FUNC8.19: Proficiency Testing
The solution shall enable a user to view, create update and disable the laboratory proficiency testing
certifications for NELAC and all states.
FUNC8.20: Quality Control Groups
The solution shall enable a user to configure quality control groups for tests. The quality control group includes
criteria such as a range of acceptable results for tests. The quality control groups may be referenced to
investigate reported analysis and results for tests.
FUNC8.21: Configure Quality Control Calculations
The solution shall enable a user to configure and apply quality control calculations to the quality control groups.
These calculations can include specific regulatory calculations, spikes, matrix spikes, and duplicates.
FUNC8.22: Analyst Training Certification
The solution shall enable a user to view and update an analysts training progress for certification. Each new
analyst must perform initial training - which involves reading all the materials, QAM, ethics, CHP and method
SOPs and his/her user file should flag them to get them all completed.


Accounting

Requirements                                                                                                           Compliance (Y,   Description
                                                                                                                       C, P, N)
FUNC1.1: Standard - Generate Invoice
The solution shall produce an invoice for services rendered by MWHL for a client. This shall include the ability to
automate the generation of an invoice (draft invoice), as well as the manual creation of an invoice. The invoice
will include information such as client specific information and line item costs.
FUNC1.2: Invoice Template
The solution shall be able to configure invoice templates used to generate invoices. The invoice templates shall
include data such as general client information and invoice price table. The invoice price table format will specify
if the invoice will list prices based on the Project, Group, Sample, or Test line item price. The invoice template
will also include the ability to add miscellaneous price items such shipping prices, rebates, etc.

The invoice template will enable the user to select a default or non-revenue price indicator for line items. See
Revenue and Non-Revenue Invoice Indication requirement.
Requirements                                                                                                              Compliance (Y,   Description
                                                                                                                          C, P, N)
FUNC1.3: Revenue and Non-Revenue Invoice Indication
The solution shall enable an indicator for revenue or non-revenue generating invoices. This will assist in
reporting revenues received for a defined time period. See requirement ‘Report Cash Received’.

The solution should enable a user to identify at the Client, Project, Group, Sample and Test level whether the
service is revenue or non-revenue.
FUNC1.4: Invoice Client Project
The solution shall produce an invoice for a Client Project. The invoice will include a line item listing of one or
many Projects analyzed and completed for the invoicing period with a summary statement. The invoice can be
created manually or automatically by the solution. The solution shall also have the ability to roll-up prices for
each of these groups and represent them as lump sum values.

This solution shall include the ability to use an invoice template for the generation of a Project Invoice.
FUNC1.5: Invoice Client Project Group
The solution shall produce an invoice for a Client Project’s Group. The invoice will include a line item listing of all
Groups analyzed and completed for the invoicing period with a summary statement. The invoice can be created
manually or automatically by the solution. The invoice can contain lump sum line items and non-test related
prices. The solution shall also have the ability to roll-up costs for each of these groups and represent them as
lump sum values.

This solution shall include the ability to use an invoice template for the generation of a Project Invoice.
FUNC1.6: Invoice Client Project Group Samples
The solution shall produce an invoice for a Client Project Group’s Sample. The invoice will include a line item
listing of all Samples analyzed and completed for the invoicing period with a summary statement. The invoice
can be created manually or automatically by the solution. The invoice can contain lump sum line items, Group
line items, and sample line items, and non-test related costs. The solution shall also have the ability to roll-up
costs for each of these groups and represent them as lump sum values.

This solution shall include the ability to use an invoice template for the generation of a Project Invoice.
FUNC1.7: Invoice Client Project Group’ Sample’s Tests
The solution shall produce an invoice for a Client Project Group’s Sample’s Tests. The invoice will include a line
item listing of all tests analyzed for the invoicing period with a summary statement. The invoice can contain lump
sum line items, Group line items, test specific line items and non-test related costs. The solution shall also have
the ability to roll-up costs for each of these Samples and represent them as lump sum values.

This solution shall include the ability to use an invoice template for the generation of a Project Invoice.
Requirements                                                                                                               Compliance (Y,   Description
                                                                                                                           C, P, N)
FUNC1.8: Invoice Miscellaneous
The solution shall produce a miscellaneous invoice for a Client. This shall include the ability to use invoice
templates for the Client. This shall include the ability of adding line items such as Projects, Groups, Samples and
Tests that haven't been completed, or free form text line items, or other existing configured service price line
items.
FUNC1.9: Standard – View, Update, Cancel Invoice
The solution shall view, create, update and cancel a Client invoice. The invoice can contain lump sum line items,
group lump sum line items, test specific line items and non-test related costs.
FUNC1.13: Consolidate Invoices
The solution shall enable a user to identify a Client’s invoices and consolidate their invoices into one invoice.
FUNC1.14: Invoice Audit Trail
The solution shall maintain an audit trail for all modifications to invoices. The solution will have the option to print
the audit trail of invoice modifications.
FUNC1.15: Search Invoice
The solution shall enable the user to search for an invoice. This shall include the ability to query based on a
information such as keywords or tags (i.e. statement code), or Client, Project, a Group, a Sample, a Test, Invoice
Id, Invoiced Date, and Invoice Status. The solution shall have the ability to have multiple tags for queries.
FUNC1.16: Standard – Invoice Management Work Summary
The solution shall display a summary of invoices for ease of invoice management. The summary shall be
configured to filter, sort, and prioritize based on the invoice information including invoice status and Client Project
information.
FUNC1.17: Department – Invoice Management Work Summary
The solution shall provide the capability to configure invoice management summary displays based on the
requirements of the Accounting department.
FUNC1.18: Department Users – Invoice Management Work Summary
The solution shall provide the capability to configure invoice management summary displays based on the
requirements of the Accounting department users. A user shall be permitted to modify and save their own
invoice management summary displays.
FUNC1.19: Automated Invoice Status Updates (Generate Accounts Receivable)
The solution shall automatically update the invoice status based on the invoiced date and the current date. The
invoice statues should include Invoiced, Paid, 30, 60 and 90 days in arrears, as well as Collections.
FUNC1.20: Report Cash Received
The solution shall be able to report all revenue received daily, monthly, and annually. The report shall include a
revenue total for all payments received, as well as the invoice id and respective payments, and payment dates.
The solution shall also enable to receive cash to a GL number, as well as Client, Project, Group, Sample and
Test.
Requirements                                                                                                              Compliance (Y,   Description
                                                                                                                          C, P, N)
FUNC1.21: Accounting – Secure Access
The solution shall provide secure access for managing Accounts Receivable functions. An Accountant user will
be granted full access for updating invoices and purchase orders; whereas a Laboratory Analyst will not be able
to make invoice updates. The security shall enforce which fields are visible and modifiable to a user or a user
group.
FUNC1.22: Multiple Purchase Orders and Invoicing
The solution shall enable a user to create multiple purchase orders and invoices for the same Client, Project, or
Group..
FUNC1.23: Invoice Client
The solution shall produce an invoice for a Client. The invoice will include a line item listing of all Projects
analyzed and completed for the invoicing period with a summary statement. The invoice can be created
manually or automatically by the solution. This shall include the ability to use invoice templates for the Client.
FUNC1.24: Remaining Purchase Order Amount
The solution shall enable a user to query or generate a report indicating the amount of money remaining to be
spent for a purchase order.
FUNC1.25: View Invoices On-Line
To enable a client to view and print invoices remotely.
FUNC1.26: Purchase Order Expiration Notification for Tests
The solution shall notify a user if active tests are included in an expired purchase order. This shall assist the
user in identifying work that may not be paid for.
FUNC1.27: Purchase Order Expiration
The solution shall provide an expiration date for purchase orders.
FUNC1.28: Subcontractor Invoice
The solution shall generate an invoice for a Subcontractor for their test services.


Subcontract Management

Requirements                                                                                                              Compliance (Y,   Description
                                                                                                                          C, P, N)
FUNC13.1: Subcontractor Profile Management
The solution shall enable a user to manage general subcontractor profile information. This includes the ability to
create, view and modify subcontractor profile information such as contact information, invoice and shipping
information.
FUNC13.2: Subcontractor Certifications Management
The solution shall manage subcontractor certifications to be used for outsourcing laboratory analysis work. This
will include the ability to create, view, and modify subcontractor certifications for test codes, and the certification
expiration dates. In addition, the solution will also provide a means for attaching the electronic certification
Requirements                                                                                                        Compliance (Y,   Description
                                                                                                                    C, P, N)
document to the subcontractor test.

The solution shall also notify a user when a subcontractor certification has expired or is pending expiration.
FUNC13.3: Subcontractor Work Management
The solution shall enable a user to effectively manage subcontractor workloads. This includes the ability to view
work orders such as overdue subcontractor work orders, and work orders that are awaiting acknowledgement of
receipt of work from a subcontractor.

Calculations on date due are based on when the samples are shipped, not when the samples are received by
the client.

The work order management will provide the user the ability to search, sort and filter by attributes such as
project, batch, sample, status and different dates.
FUNC13.4: Subcontract Test Code Quotation Management
The solution shall enable the user to attach test codes to subcontractor profiles, and provide a cost for
conducting the test. This includes having a default cost per test, as well as modifying the test cost per client
project.
FUNC13.5: Subcontractor Query
The solution shall enable the user to query for subcontractor based on the needs of the client project. The query
will include the ability to search for subcontractors by information such as test code and location.
FUNC13.7: Subcontractor Overdue Notification
The solution shall generate e-mail notifications to a Subcontractor reminding them of overdue analysis results.
FUNC13.8: Subcontractor Report
The solution shall enable a user to generate a Client report based on Client, Client Project, Project Group
retrieving both completed and non-completed tests and any comments associated with the test or sample.
FUNC13.9: Subcontractor Price Table
The solution shall provide a price table listing the cost of services rendered per test by a subcontractor.


Reporting

Requirements                                                                                                        Compliance (Y,   Description
                                                                                                                    C, P, N)
FUNC10.1: Ad-hoc Reporting
The solution shall enable the user to create ad-hoc reports for querying and reporting on a Client, Project,
Group, Samples, Tests and Results.
FUNC10.2: Save Ad-hoc Reports
The solution shall enable a user to save and modify ad-hoc reports.
Requirements                                                                                                           Compliance (Y,   Description
                                                                                                                       C, P, N)
FUNC10.3: Consumer Confidence Reports
The solution shall enable a user to create a Consumer Confidence Report (CCR) for a Client Project based on
their State or Client business rules and regulations, and the test results for the Project Group, or a sample
flagged to include on a CCR.
FUNC10.4: Report Test Results based on Site Location
The solution shall enable the user to report on test results based on the site location regardless of the Client,
Project, or Group. The results shall include data such as site description, source ids, and database numbers.
FUNC10.5: Report Test Revenues
The solution shall report the number of test performed, and the price charged per test, and estimated duration for
each test. The report needs to retrieve revenue data at the Department and Business Unit level.
FUNC10.6: Report Test Turn-Around-Time
The solution shall report the number of tests in-house and display the number of tests due, and the number of
tests past due.
FUNC10.7: Generate State Reports
The solution shall provide canned state reports for reporting safe drinking water analysis.
FUNC10.8: NELAC with Quality Control
The solution shall provide canned NELAC reports that include quality control values used in the analysis.
FUNC10.9: NELAC with Results Only
The solution shall provide NELAC reports reporting only the results for the method analysis.
FUNC10.10: FDA type (with and without non regulated compounds)
The solution shall provide FDA reports for reporting regulated and non-regulated compounds.
FUNC10.11: California Title22
The solution shall provide state of California Title 22 safe drinking water report based on Client test analysis and
results. This includes the electronic data file transfer to the State.
FUNC10.12: Pivot Table Reports
The solution shall enable a user to use pivot table type reports with multiple samples and multiple analytes on
one report.
FUNC10.13: Standard Reports
The solution shall enable a user to create standard reports of which can be saved, accessed and run by those
with permissions. The standard reports can include information such as specific compounds (including alias
definition) in specific order with specific headers with specific compound limits and flag for anything that exceeds
those limits. Limits may vary by client. Some versions may not have limits shown except for the MRL. Ability
to flag (e.g. underline) exceedances is critical. Reports shall have the ability to display and compare to multiple
limits for a single analyte (e.g. a state and federal MCL). Reports shall have the ability to censor data at
different reporting limits.
Requirements                                                                                                         Compliance (Y,   Description
                                                                                                                     C, P, N)
FUNC10.14: Data Trend Reports / Control Charts
The solution shall enable the user to generate a data trend report displaying the standard deviation of the
sample test results to the test standards specification and historical sample type results. The data trend reports
will be used during the raw data analysis to determine if the sampling analysis falls within acceptable or normal
ranges.
FUNC10.15: Report Rounding
The solution needs to allow different rounding mechanisms for different reports, and different values within a
report. (Different reports require different significant number rounding rules)
FUNC10.16: Report Disposable Limits Exceedance
The solution shall be able to generate a report of all disposable samples that exceeded the limits defined for the
matrix.
FUNC10.17: Data Upload to External Agencies
The solution shall enable electronic data deliverables that will upload to USEPA's (United States Environmental
Protection Agency) databases, including UCMR (Unregulated Contaminant Monitoring Rule )and SDWIS (Safe
Drinking Water Information System) data.
FUNC10.18: Data Transfer from LIMS to External Database Applications
The solution shall enable electronic data transfer from LIMS to other database applications such as Equus. This
includes the ability to map data fields from one database to another database.
FUNC10.19: Preliminary and Final Reports
The solution shall be able to generate preliminary and final reports. Preliminary reports are reports that do not
have all the completed and approved data for a Group. Whereas, final reports have all Group data completed
and approved.


Management

Requirements                                                                                                         Compliance (Y,   Description
                                                                                                                     C, P, N)
FUNC10.5: Report Test Revenues
The solution shall report the number of test performed, and the price charged per test, and estimated duration for
each test. The report needs to retrieve revenue data at the Department and Business Unit level.
FUNC10.6: Report Test Turn-Around-Time
The solution shall report the number of tests in-house and display the number of tests due, and the number of
tests past due.
Requirements                                                                                                        Compliance (Y,   Description
                                                                                                                    C, P, N)
FUNC12.1: Forecast Workload
The solution shall enable a user to generate a workload forecast report displaying pending sample (pre) login
and tests, and compare workload to qualified analysts for pending work. The reported pending work will display
information such as tests, number of tests to be performed, estimated duration of tests, and resources qualified
to perform the work. This can also include Groups that are expected to generate a (pre) login based on a pre-log
schedule. A.k.a. MWHL Capacity Chart.

The ideal solution will incorporate potential Clients based on the sale status, services details, and timeframe.
For example, incorporate all new sales with a status of ‘commitment to buy‘ (80% probability), the type of tests,
the volume of tests to be conducted, and when the sale is projected to close in the forecasted workload.
FUNC12.2: Forecast Revenue
The solution shall enable a user to generate a revenue forecast report based on pending tests and the test
prices. The solution will decipher between revenue and non-revenue generating tests, and report forecasted
revenue on a periodic basis.
FUNC12.3: Client Revenue Reports
The solution shall enable a user to create a revenue report for a Client. The cost report will include a summary
of all tests performed, number of tests performed, and a total cost for tests performed based on the Project
Groups test prices.


Content Management

Requirements                                                                                                        Compliance (Y,   Description
                                                                                                                    C, P, N)
FUNC4.1: Manage Electronic Content
The solution shall enable the user to review electronic content for use in preparing invoices. This includes
viewing the electronic content, and then manually updating the invoice. This requirement may be satisfied either
via integration with a content management system, or linkage to a file system server. This includes content such
as invoices, SOPs, and various reports.
FUNC4.2: View Electronic Content
The solution shall enable the user to view all electronic content for a Client, Project, Group, Sample, Test, QIR
and Invoice.
FUNC4.3: Print Electronic Content
The solution shall enable the user to select and print electronic content for a Client, Project, Group, Sample,
Test, QIR and Invoice.
Requirements                                                                                                             Compliance (Y,   Description
                                                                                                                         C, P, N)
FUNC4.4: Print and Paginate Electronic Content
The solution shall paginate all selected electronic content for printing. It is acceptable for solution to use third
party products for pagination, such as Adobe. If this is the case, Applicant should state what product their
solution interfaces with to paginate selected documents. Pagination includes the ability to select, group and
concatenate reports to paginate into one document.
FUNC4.5: Create Electronic Content
The solution shall create electronic content, such as a report, quotation, and invoice and save as electronic
content. The content may be saved to a file system server or interface with a content management system and
store content in logical location.
FUNC4.6: Search Electronic Content
The solution shall enable the user to search for electronic content for a Client, Project, Group, Sample, Test, QIR
and Invoice. This shall include the ability to use text string matches, usage of wild card expressions, and meta
data such as keywords or tags. In addition, the user should be able to sort, filter and group retrieved content
from initial search.
FUNC4.6.1 Search Archived Electronic Content
The solution shall enable a user to search and track archived electronic content.
FUNC4.7: Update Electronic Content
The solution shall enable the user update electronic content for a Client, Project, Group, Sample, Test, QIR and
Invoice from a centralized content location.
FUNC4.8: Version Control Electronic Content
The solution shall provide version control management of electronic content associated with a Client, Project,
Group, Sample, Test, QIR and Invoice from a centralized content location.
FUNC4.9: Workflow Embedded Electronic Content
The solution shall provide electronic content workflow routing and approval based on the Laboratory’s
operational business rules, of which includes Laboratory roles and department specific verification and approval
procedures. The workflow shall include the generation of notifications to users or roles requiring approval. The
notifications may include e-mail, paging, or solution alerts such as a pop-up window.
FUNC4.10: Tracking Electronic Content
The solution shall enable the tracking of electronic content for the location, identification and status of electronic
content in its workflow.
FUNC4.11: Secure Access Electronic Content
The solution shall enable secure access to electronic content to Laboratory users using their intranet or internet.
The solution shall enable secure access to electronic content to external users using the internet
FUNC4.12: Label Content Management
The solution shall enable a user to attach a label to a collection of content released to a Client. The label shall
enable ease of tracking and auditing for the versions of the respective content released to a client.
Requirements                                                                                                                Compliance (Y,   Description
                                                                                                                            C, P, N)
FUNC4.13: Temporary Assignments
The solution shall enable the assignment of temporary users to manage content in relation to a defined
embedded business workflow. Temporary users may be assigned due to vacation, illness, or other absentee
related reasons.
FUNC4.14: Content Collaboration
The solution shall enable multiple users to collaborate on the same content.
FUNC4.15: Track and Report User Content Access
The solution shall track and report users accessing the content, or where the content is in relation to the
embedded business workflow.
FUNC4.16: Credit Based Client Access
The solution shall restrict access to results based on invoice payment status. This shall impact the access to
content to a Client. i.e. if a Client fails to pay their invoice, the Client will no longer be able to view their results
on-line.


Professional Services

Requirements                                                                                                                Compliance (Y,   Description
                                                                                                                            C, P, N)
FUNC3.1: Integration - Content Management and LIMS Solutions
The integrated solution shall enable the content management system and laboratory information management
system the ability to seamlessly communicate and transfer data between their systems.
FUNC3.2: Integration LIMS to ICM – Create Client, Project, Group, Sample, Test, QIR and Invoice Content
Folders
The integrated solution shall automate the creation of a Client, Project, Sample and Test content folders in the
content management system when these items are created in LIMS. The content folders will only include the
name of the respective item.
FUNC3.3: Integration LIMS to ICM – Modify Client, Project, Sample, Test, QIR and Invoice Content
Folders
The integrated solution shall automate the update of Client, Project, Sample and Test names in the content
management system, when their respective names are updated in the LIMS.
FUNC3.4: Integrate LIMS to ICM – Archive Client, Project, Sample Test, QIR and Invoice Content Folders
The integrated solution shall automate the archiving of a Client, Project, Sample and Test names in the content
management system, when the user deletes the respective item in the LIMS.
FUNC3.5: Integrate LIMS to ICM – Create Client, Project, Group, Sample, Test, QIR and Invoice Electronic
Content
The integrated solution shall automate the upload of new electronic content from the LIMS to the content
management system.
Requirements                                                                                                          Compliance (Y,   Description
                                                                                                                      C, P, N)
FUNC3.6: Integrate LIMS to ICM – Modify Client, Project, Group, Sample, Test, QIR and Invoice Electronic
Content
The integrated solution shall automate the upload of modified electronic content from the LIMS to the content
management system.
FUNC3.7: Integrate LIMS to ICM – Delete Client, Project, Group, Sample, Test, QIR and Invoice Electronic
Content
The integrated solution shall automate the deletion of electronic content from the LIMS to the content
management system.
FUNC3.8: Integrate ICM to LIMS – Modify Client, Project, Sample, Test, QIR and Invoice Content Folders
The integrated solution shall automate the update of Client, Project, Sample and Test names in the LIMS, when
their respective names are updated in the content management system.
FUNC3.9: Integrate ICM to LIMS – Delete Client, Project, Sample Test, QIR and Invoice Content Folders
The integrated solution shall automate the delete a Client, Project, Sample and Test names in the LIMS, when
the user deletes the respective item in the content management system.
FUNC3.10: Integrate ICM to LIMS – Modify Client, Project, Group, Sample, Test, QIR and Invoice
Electronic Content
The integrated solution shall automate the upload of modified electronic content from the content management
system to the LIMS.
FUNC3.11: Integrate ICM to LIMS – Delete Client, Project, Group, Sample, Test, QIR and Invoice
Electronic Content
The integrated solution shall automate the deletion of electronic content from the content management system to
the LIMS.
FUNC3.12: Integrate LIMS to Instrument – Send Sample Tests to Instrument
The integrated solution shall enable the LIMS solution to send sample tests from a run list, to a specific
instrument based on its method.
FUNC3.13: Integrate Instrument to LIMS – Send Sample Test Results to LIMS
The integrated solution shall enable the instrument solution to send sample tests results to the LIMS. This
includes the ability to either manually review and send the test results, or have the solution automatically send
the test results once the instrument has completed its analysis.
FUNC3.14: Integration Hospital
The integrated solution shall manage failed integration transactions.
FUNC3.15: Integration Escalation Management
The integration solution will provide node escalation management to route and notify users to determine
appropriate action for failed integration transactions.
FUNC3.16: Integrate Air Freight Systems Pricing Updates to LIMS
The solution shall have the ability to receive pricing updates for shipping line items from the Air Freight Systems
to LIMS. The solution shall use the air bill number to retrieve and update the service price from the airfreight
shipper. Integration can include carriers such as UPS, FedEx, and DHL.
Requirements                                                                                                            Compliance (Y,   Description
                                                                                                                        C, P, N)
FUNC3.17: Integrate Air Freight Systems Tracking System Updates to LIMS
The solution shall have the ability to receive air freight tracking updates from the air freight carrier to the LIMS.
FUNC3.18: Translate External System Data to LIMS
The integrated solution shall translate external system test codes and results to LIMS standard test codes and
result fields. The integrated solution shall provide a mapping utility for mapping external client test codes to
internal LIMS test codes, and other field to field mapping and translations. (i.e. units conversion)
FUNC3.19: Integrate Accounting to JDE EnterpriseOne
The integrated solution shall send a purchase order to E1 providing information such as purchase order number,
PO amount, Group number, Vendor Name, Vender / Supplier Number, and the name of the test.
FUNC3.20: Integrate JDE EnterpriseOne to Accounting
The integrated solution shall send purchase order status updates from E1 to the accounting module.
FUNC3.21: Integrate Instrument to Content Management
The integrated solution will enable raw data reports generated from the Instrument to be stored in the content
management solution. This does not require the creation of new content management nodes, rather using
existing nodes created from LIMS to ICM requirements.
FUNC3.22: Integrate Content Management to Instrument
The integrated solution will enable the retrieval of electronic content from the content management
solution, and view from within the instrument on the instrument workstation. Note: The ability of this
requirement to be satisfied is dependent on the instrument software.
FUNC3.23: Archive Instrument Raw Data
The solution shall provide the capability to archive instrument raw data.
FUNC3.24: Integrate Accounting to Content Management
The integrated solution shall enable electronic content generated from Accounting to be integrated
and synchronized with the content management solution.

This does not require the creation of new content management nodes, rather using existing nodes
created from LIMS to ICM requirements.
FUNC3.25: Integrate Content Management to Accounting
The integrated solution shall enable the retrieval of electronic content from the content management
solution to the Accounting solution.

This does not require the creation of new content management nodes, rather using existing nodes
created from LIMS to ICM requirements.

				
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