Water, waste & environment

Drinking Water Sampling & Corrective Action

Coordinate approved sampling schedules, laboratory custody records, specialist exception review and response evidence.

12 workspace menus · 5 role profiles · Connected records

Designed for water service operators and drinking water assurance teams

Drinking Water Sampling & Corrective Action workspace interface preview; illustrative records and figures.
Drinking Water Sampling & Corrective Action — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Catchment / service areaPeriodAssigned teamReview state

Dashboard measures

  • Active control records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Coordinate approved sampling schedules, laboratory custody records, specialist exception review and response evidence. Sampling assurance depends on more than recording a laboratory value. Teams must connect the location, sampling obligation, custody evidence and authorised response. The system tracks that chain, making missed samples and outstanding corrective actions visible to responsible water specialists.

Operational visibility

  • Sampling programme compliance rate
  • Open findings and overdue actions
  • Inspection completion dashboard
  • Release / compliance status
  • Repeat finding trends

Operations

Operational overview

Review the work position and priority actions.

Sampling programme

Coordinate sampling programme with assigned responsibilities, linked records and review history.

Location and obligation register

Coordinate location and obligation register with assigned responsibilities, linked records and review history.

Sample custody

Coordinate sample custody with assigned responsibilities, linked records and review history.

Laboratory result intake

Coordinate laboratory result intake with assigned responsibilities, linked records and review history.

Specialist exception review

Coordinate specialist exception review with assigned responsibilities, linked records and review history.

Corrective action tracking

Coordinate corrective action tracking with assigned responsibilities, linked records and review history.

Reporting evidence

Coordinate reporting evidence with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Plan approved sampling

Schedule approved sampling locations and obligations.

02

Receive laboratory evidence

Receive laboratory results with custody evidence.

03

Escalate exceptions

Escalate exceptions to authorised water specialists.

04

Track authorised responses

Track approved responses and regulatory reporting completion.

Governance and control

  • Inspection and release criteria must be based on approved requirements.
  • Critical findings cannot be closed without authorised disposition.
  • Corrective actions require owners and due dates.
  • Evidence must remain linked to the inspected object or process.
  • Release status must be blocked when mandatory requirements remain open.
  • Jurisdiction-, regulator- or authority-specific rules must be configurable and validated by an authorised domain owner before production use.

Accountable roles

Sampling coordinator
Field sampler
Laboratory liaison
Water assurance specialist
Reporting reviewer

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Requirement / standardInspection / assessmentObject / site / lotFindingCorrective actionEvidenceApproval / releaseFollow-up

Systems and interfaces

  • Accredited laboratory result interfaces
  • Approved sampling and location records
  • Authorised reporting channels

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Accredited laboratories and qualified water safety oversight.

Mobile and tablet access

Record sampling and custody evidence on field devices. Water-safety interpretations remain with qualified specialists.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

AI extensions

Prepare trend summaries for specialist review after approved data-quality and interpretation rules are established.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A sampling schedule creates a task at an approved location. A custody discrepancy is resolved before the result is reviewed. An authorised specialist records the response to an exception and verifies the corrective-action evidence before reporting closeout.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.