How to register a sample in LW Portal

6 minutesread

00:00: This tutorial guides you through the process of pre-registering a sample on the LubeWear.com portal.

00:07: You will learn how to create and use job sites machines.

00:10: And components to ensure accurate sample submission.

00:14: Click the Samples section on the left to begin managing your sample registrations.

00:20: If you don’t see a menu tap the hamburger 3 horizontal lines on mobile devices to show the menu first.

00:27: Click Create Samples to start the process of adding a new sample.

00:32: If you don’t see this option it means you don’t have access yet so please ask your sample kit supplier to grant you permission to create new samples.

00:41: The example customer we are using today is a pretend customer called enogen who managed several sites with gas engines.

00:49: Depending on your access if you have several customers you will have to pick a customer first two.

00:54: Or if you only have access to one job site, then you would not need to pick it.

00:59: This user has a choice of sites.

01:01: So we can scroll the list and click to choose the job site location for the sample.

01:07: If the site doesn’t exist you can even click to Create a Jobsite.

01:12: You can enter the new site name and click the add button to add,

01:15: or since i’m not creating a site we can just dismiss that and pick an existing site

01:21: If you have lots of entries you can always search to narrow down the list

01:27: If i pretend i can’t see the site name as its a long list and type Greater to find my greater west site, the search should automatically start narrowing down.

01:36: You can see its found the site I was looking for.

01:39: You don’t have to search but the option is always there to help you if needed.

01:45: As you can see I have 2 machines on there currently,

01:48: but lets pretend I have just purchased a new machine and this is its very first sample for Unit 3, our third machine.

01:55: So I start by clicking Create Machine.

01:59: it will ask me for a unique ID

02:02: this needs to be something unique that can’t be confused at a later date.

02:07: Common ones used a machine serial numbers registrations of vehicles and chassis numbers for instance.

02:14: It doesn’t matter what you use.

02:16: But it should be something unique and not easy to confuse.

02:20: There is nothing stopping you using an easy to remember. I’d with something unique like machine 7 serial for 5361.

02:28: For this example, I will just call it new gas engines cereal.

02:33: Click Make to choose the manufacturer of the machine.

02:37: This helps for limit selection by the lab as well as making your list to pick of machine types simpler later.

02:43: Don’t worry if your manufacturer isn’t listed, just click Other and you can enter it manually.

02:50: A common Methane Gas Engine manufacturer is Yen Backer,

02:53: so we will select them from the list.

02:57: Click Model to specify the machine’s model number.

03:01: If you don’t know be as specific as you can

03:05: Select the machine type from the list

03:08: Because this manufacturer make gas engines,

03:11: the machine type list is narrowed down to only gas engine types.

03:15: If you had selected Fords or Mercedes it would have narrowed you down to picking road vehicles.

03:21: If you picked Volvo however,

03:23: since they make cars,

03:24: industrial marine engines and construction equipment the list would be wider.

03:29: Whether your manufacturer is in lots of industries or just one the list will be nicely narrowed down to you to pick from.

03:36: You just need to pick the option from the list and Click Create New Machine to save the machine details.

03:43: In section 2 nothing is mandatory and in fact you can in your customer options actually choose to skip step two entirely and just keep the defaults if you don’t use job numbers or meet a reading such as a factory gearbox or power station turbine.

03:57: With an industrial methane gas engine it tends to be pretty important to record the hours.

04:02: So, I will fill it in.

04:04: if you had picked a road vehicle

04:06: this would have defaulted the units from hours to miles or kilometres for you.

04:12: We do not use the job number at the lab,

04:15: but if you use them to link a sample to your service jobs and want it on the report then Click Job Number to add a reference number for the job if needed.

04:24: In this example,

04:25: i have just added the machine has done 50 hours.

04:29: Click Next to continue to the next step.

04:33: Because we chose air cooled gas engine we just have the lubricating system to sample so we can go straight to the next step.

04:41: However,

04:41: for this tutorial, lets say I have now had a cooling system fitted to this engine and want to add a new component for the cooling system.

04:49: I can do this by Clicking Add Component to include a new component for the sample.

04:56: This is quite a long list so you will probably want to search,

04:59: but you can scroll too.

05:02: But i will just search cool to see what cooling options the component list has that might apply to me.

05:08: As you can see its brought up a few cooling system components,

05:11: which i can select as needed to add and click Add new component.

05:16: For now, i will just close this option and pick the oil sample I have already selected.

05:21: If you have sampled multiple components,

05:24: for instance on a vehicle you have sampled an engine oil,

05:27: a fuel and a coolant,

05:29: you would just tick all 3 and provide the bottle labels for each in the next step.

05:34: For now,

05:35: I will just use this one component.

05:39: the alltype will populate with whatever the last sample oil brand was

05:43: but I can select the fluid type myself since this is a first sample.

05:48: Enter the brand name of the fluid to provide detailed sample information.

05:53: I will select a made-up fluid type here for the demo.

05:56: But you should select whatever your oil is.

05:59: If it’s not listed pick other and you will be asked to add the new Oil brand to the list.

06:05: If there is more than one grade option for the fluid you will be asked to select this two such as sae 40 in this instance.

06:13: Every bottle we provide comes with a QR Code on the side.

06:17: You can on mobiles or even webcams on laptops use the camera to scan the code or you can just type.

06:24: For the sake of this demo, I will just type this in.

06:27: all prepaid bottles will start with a letter k

06:31: we can accept competitors bottles, too.

06:33: But you will need to provide a purchase order to.

06:37: If your bottle doesn’t have a barcode we also allow on lube wear.com you to generate and print a temporary code.

06:43: Which will also require a PO number?

06:46: We always recommend using one of our lab approved bottles which ensures the bottle is clean and made of a material to hold your sample.

06:54: drinks bottles

06:55: baby bottles

06:56: or urine specimen pots are not suitable for taking machinery fluid samples.

07:03: Enter the bottle label number to uniquely identify the sample container.

07:09: If you use hours to monitor your oil life,

07:11: then Click Fluid Hours to input the number of hours the fluid has been in use.

07:16: It will default to the same as the meter reading or automatically increase by the meter reading change for you.

07:23: So if you typed 1000 hours last time into meter reading, and

07:27: 10 last time into oil hours, and

07:29: you now enter 1040, i.e.

07:31: an increase of 40 hours it will increase your fluid hours to 50 for you.

07:36: So in reality most the time you won’t need to change this,

07:39: but the option is there if you need to.

07:43: I will just change the fluid hours just as an example.

07:47: You can also let us know if you changed the oil filters or the fluid by clicking filter changed or fluid changed if you have changed them.

07:55: Otherwise you don’t need to touch these.

07:58: If you do tick fluid changed the fluid hours on the next sample will be reset to zero and then increase by whatever the meter reading increased by.

08:07: Click Send To Lab to submit the sample for laboratory analysis.

08:12: You can now track the sample progress in Samples and samples again menu options.

08:19: You can search on multiple fields including the machine,

08:22: site and customer information as well as bottle labels

08:27: but for the moment lets just search for everything in transit to the lab.

08:32: I can see everything in transit to the lab currently,

08:35: including the sample we just created.

08:39: However, lets pretend i made a mistake in the information i provided for the meter reading and need to correct it.

08:45: I can do that by clicking the pencil.

08:49: So I will update the meter reading from say 50 to 65 for instance.

08:55: Click Save to finalise the sample information.

08:59: The great thing here is if for instance you are unsure about some information on site, you can get the sample shipped to the lab and then when you get back to your desk double check the information and correct as needed.

09:11: This means you never need to hold up the sample and you can always update any information right up until the point the lab opens the bottle.

09:19: Even after the report is generated you can update the sample information and request a reinterpretation if needed such as if you picked the wrong oil brand or grade.

09:29: You have successfully pre-registered a sample on the lube.com portal by creating job sites.

09:35: machines

09:36: and components

09:37: and submitting the sample for lab analysis.

09:41: To continue you can monitor sample status or register additional samples as needed.

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