SGS Engage Quick Guide
Getting Started

Home page
This is the Engage homepage, the standard landing page each time you visit. The homepage offers several key features:
• A search panel to find jobs and results data
• A summary of new job and document activity since your last visit
• Quick access to new jobs and documents
• Quick searches and lists
You can customize your experience by turning off the homepage and instead perform an automatic search after login. To configure this option, go to settings, profile, and select an auto-search.
Since last visit
The ‘Since Last Visit’ section shows the number of new or updated jobs and documents since your last visit. This includes new jobs or existing jobs that received new data. Simply click the link to perform a search. Searching will reset the counter, to start counting new jobs and documents for your next visit.
Quick search
The quick search links are the fastest way to find jobs:
• Last Search: Your previous search is saved, allowing you to run it again quickly.
• My Projects: Any projects you have added to your ‘my projects’ list.
• Favorites: Click to search for all jobs you have marked as a ‘favorite’. You can customize your favorite list from the jobs page by clicking the star icon to add or remove jobs from this list.
• Last 90 Days: Any jobs received by the lab in the last 90 days.
• Recently Completed: Any jobs that were completed (closed) in the last two weeks.
Lists
My Lists provide the same convenience as a quick search, with the added customization:
• Favorites are bookmarked jobs you need to find easily or frequently. Customize your favorite list from the jobs page, by clicking the star icon to add or remove jobs from this list.
• Project lists, such as ‘My Projects’, or other custom lists are found here.
To create or edit a list, go to settings, then project lists. Edit an existing list or click ‘new’ to create a new one.
Job search panel
The left search panel can be used to find jobs and result data within jobs using specific criteria. Use any of the fields to narrow down your search—note that fields operate as ‘AND’ criteria, meaning both must match to find a job if you use receive dates and sample ID.
Any search criteria you add will be highlighted in orange to make them easily identifiable, and they will be saved for next time to make your next search faster. Click “Clear” to remove all search criteria.

Jobs / Projects

Job Search
The search panel in the Jobs Page section is your primary tool for finding jobs or results data using specific criteria. Use any of the fields to refine your search. Fields operate as AND criteria, meaning all selected fields must match to find results.
Any search field criteria you use will be highlighted in orange, making them easily identifiable. These criteria will be saved for your next search to make the search faster. Click ‘clear’ to remove all search criteria.
Job List
Jobs matching your search are displayed in the table. You can resize and order columns to your preference or load a predefined view from the menu in the top right. On smaller screens, the compact view makes viewing comfortable.
From the actions column on the left, you can quickly download or email yourself any documents associated with a job, such as chain of custody, final report, or invoices.
Clicking on the orange job name/number will load the results for a single job. To view the results for multiple jobs, use the checkboxes on the left and click the “Results” button at the top of the page.
With one or more jobs selected, any available documents will show in the table below. From here, you can click to view or click the download icon to save them to your device.
At the top of the page, you can perform other actions, such as view summaries, trends, or request an EDD. Select the jobs you require, and then click on the action button.
Results
Click directly on a single job to view results data, or select multiple jobs and click the “Results” button to view combined results.
Summaries
Select one or more jobs and click “View Summaries” (where available). A summaries screen is displayed with tabs to show the login summary or the status summary. In the status summary tab, you can filter by status. Click the download icon to export the summaries as Excel file to your device.
EDDs
EDDs (where available), or electronic data deliverables, can be requested by selecting up to 20 jobs and clicking the “Request EDDs” button. From the popup, confirm the jobs and EDD format, then click “Submit”. The EDD(s) will then be sent to your email.
Trends
The trends module can generate a powerful range of charts for visual data analytics. To get started, search and select one or more jobs, then click the “Trends” button to load the module. Here you can refine your criteria by selecting analytes and including or excluding specific jobs, samples, or matrices, and click “Update” to generate a new chart.
Use the “Measure By” and “Chart Type” dropdown menus to customize the data representation.
You can use the download buttons to export the chart as an image for offline use or download an Excel file of the dataset with the chart included.
Documents
Selecting one or more jobs displays all documents associated with those jobs in the documents panel. You can resize, order, and filter columns to your preference. From the actions column, you can download a document by clicking the download icon.
Clicking on the document name will open the document in another browser tab/window. From here, you can click “Download” or “Print” to save or print the document.

Results

Overview
The report viewer presents your results data in a table with multiple display options, filters, and configurable features.
Views are available at the top of the page and include sample and analysis crosstabs, grouped crosstab, and detailed views.
Your last report view setting and any customizations you have saved will be applied when loading the results data. If this is your first time viewing results, or if you have reset your view, then default view settings will apply.

Report Views
• Sample Crosstab: This is the default view and lists analyses on the left and samples across the top of the table. This view includes a quick chart option, available under the chart menu in the top right.
• Analysis Crosstab: This view pivots to list the samples on the left and the analytes on the top of the table, grouped by analysis.
• Group Crosstab: This view has the same data layout as the sample crosstab but groups analytes by analysis. It also has a menu to custom group analytes together, for example, all general chemistry analyses.
• Max Concentration (where available): This view lists only the highest value for each analyte across all the samples in the selected dataset. For example, in a job with 20 samples of metals analysis, each metal analyte would appear only once, showing the highest result value found and indicating the sample where it was found.
• Detailed View: This is a flat, non-crosstab view with all available fields in a table. Here you can show/hide fields and reorder the table to your preference.
Filters
The left side of the second button row in the results table contains filters to narrow down rows in the table by keyword or excluding specific samples, analyses, and more. These filters are dynamic, depending on the data in the job you’re viewing, and are not persistent. They will not be saved if you use the ‘save view’ function.

Detections
The detections menu (where available) provides options to filter the results, including:
• Show Only Detections: Hide non-detect values from the results.
• Highlight Detections: Add a light blue highlight to all detected results (or ‘hits’).
• Non-Detect to RL: Report non-detect values to the RL value of the lab for that analyte.
• Qualifier: Change the qualifier symbol to match your requirements.
Note that any customizations will also be applied to any Excel exports generated.

Exceedances
Using the exceedances menu (where available), results can be filtered to show only values that exceed a specified action limit (aka regulation limit or permit). For this menu to be enabled and functional, an action limit must be selected and applied to the results data. Note that any customizations will also be applied to any Excel exports generated.

Table Data
Use the table data menu to add or remove columns from the table. Note that any customizations will also be applied to any Excel exports generated.

Units
You can convert units on the fly in the results table, for example, from mg/mL to mg/L, using the units menu. Only units along the same scale can be converted (for example, not across matrices). Note that any customizations will also be applied to any Excel exports generated.

Action Limits
Action limits (where available), also known as regulation limits or permits, are lab-defined or custom client-defined limits that can be applied to values in the results table. Find and select a limit to add it to the table. It will be added to the left of the results, and once added, will highlight any result values that exceed the corresponding limit value. Note that for a limit to present a value, it must:
• Have a value for that analyte in that limit (in the regulation).
• Match the matrix of the sample.
• Match the unit of the sample.
Any action limits added to the table will also be included in Excel exports generated.

Requests
The requests menu (where available) provides features such as:
• EDD: Generate an EDD format for the results in the table.
• Reduced Report: Request a reduced report (i.e., Level 4 to Level 1, results only) from the lab.
• Updated Report: Request an updated final report with updated action limits (aka regulation limits or permits).
Note that all these requests are processed automatically by the lab and are available in Engage within a few minutes.

Charts
The charts menu contains features to generate a quick chart as well as access the trends module.
• Quick Chart Menu (where available): This is a one-click bar or line chart for a single analyte from the results in the table. You can update the chart dynamically by clicking another analyte, and you can change the chart type and download the chart as an image using the buttons above the chart.
• Trends: This will load the current job(s) results into the trends module for advanced visualizations and analytics.
Downloads
The downloads menu contains multiple types of file exports for the selected results data:
• Excel Single Sheet: The results in the table will be exported into an Excel file, with multiple jobs combined into a single sheet.
• Excel Multi-Sheet: The results in the table will be exported into an Excel file, with multiple jobs separated into sheets.
• Detailed: The results in the table will be exported into an Excel file, with each analysis method separated onto a sheet.
• CSV: The results in the table will be exported into a comma-separated file, with no formatting applied to the layout.
Download options include:
• Separate Qualifier: Qualifiers will be moved into their own column in the export file, separate from the result values.
• Remove Comments: Result comments will be removed from the export file. This is useful for instances where the data is being imported into external systems that require numeric values only and could conflict with superscript comment characters. The export file will indicate in the summary that ‘X number of comments were removed from this export’.
Documents

Document Search
The left search panel can be used to find job documents using specific criteria. Simply use any of the fields to narrow down your search—note that fields operate as ‘AND’ criteria, meaning both must match to find a document if you use collect dates and job. Click “Clear” to remove all search criteria.
Job Documents
Job documents matching your search are displayed in the table. You can resize, order, and filter columns to your preference.
From the actions column, you can quickly download the selected document. You can also select multiple documents and click the download icon to download all selected.
Clicking on the document name will open the document in another browser tab/window. From here, you can click “Download” or “Print” to save or print the document.

Resources

The Resources page has tabs for Limits, Documents, and Certifications.
Limits
Limits contains the lab-provided action limits, and client-created custom limits (aka regulation limits or permits). Use the filters to find limits – type, laboratory, and more.
To find limits, select a type (all limits shows every available limit, custom limits shows only client-created limits), then select a lab, client (optional), and action limit. The table will populate with the values for all analysis specified in the limit – including the matrix, value, unit, and comparator (greater than, or greater than/equal to). Use keywords if required to refine the results. You can resize, reorder, and filter columns to your preference.
Exporting limits
When viewing a limit, use the export button on the top right of the grid to generate an Excel export of the limit data.
Creating limits
To create custom limits – for example a custom permit or non-regulatory list that the lab does not provide, select the custom limits option, and select the following:
Laboratory: Select the lab you will be using to compare data against this limit. If you need to use this limit in multiple labs, you can create the same limit in another lab.
Client: Select your client from the list – custom limits are client-specific so only you will see them.
Then click ‘get template’, to download a limit template. Fill out the template, save it, then select the file, and click ‘upload’ to create the limits.
General Documents
Documents contain lab-provided documents – for example technical papers or sampling guides, and client-uploaded documents, for example price lists or site maps.
You can resize, order, and filter columns to your preference. From the action column, you can download a document by clicking the download icon, or select multiple documents and click the download icon in the top right to download them as a zip file. To view a PDF document, click the filename.
To upload a document, you must be a client admin – click the ‘client upload’ icon, select the file, indicate the file type, and upload. Note that general documents are visible to all users within your client.”
To delete a document, you must be a client admin – click the delete icon in the actions column and confirm.
Certifications
Certifications (where available) contain a list of lab certifications or accreditations. You can filter by lab and search for a certification name, description, or other information in the list. Some certifications may have additional documentation or an external reference – this is found in the URL column.
 
Settings & Notifications

Settings
Change client: here you can switch between SGS labs, and client profiles if you have access to more than one profile. Choose between single-client, multi-client, and multi-lab options: use multi-lab if you work with more than one client and want to see all available client data. Use multi-lab if you use more than one SGS lab, and need to see or combine data from all labs – note that with multi-lab enabled some features are not available – so we recommend disabling it when not needed. Click save when done.
Profile: here you can update your profile information, change the language, configure the auto-search options, and reset the in-app help tips. Selecting an auto-search option will disable the home page and instead perform your search after you log in. Resetting the app-tips will re-display all the blue helper tips found in Engage.
Project lists: here you can create and edit custom lists of projects, which are searchable on the home page, and can be used to create notifications. Select an existing list or click new, edit the name if required, then enable the toggle for any projects that should be in this list, and save. Now, all jobs that part of any of the projects selected will be grouped automatically in this list – you can use this list from the home page, results and documents searching, and notifications.
Notifications: here you can create and update Engage email notifications:
• To create a notification, first select either a project list, or a laboratory and client, then optionally a project – leaving project blank will use all projects in your profile – then click Add.
• The notification will be added to the table, here you can refine the filters and alerts you wish to receive.

• The ‘state/region’ filter is used to trigger a notification only for jobs that match. ‘Complete’ will send a notification when a job is complete (finished). ‘Document’ can be used to send a notification and/or attach the document to the email – with an additional filter on the type of document. ‘Data’ will send you a notification every time any data is received – regardless of job status.
• The action limit notification will notify you when results exceed your configured limit values.
To configure this notification, enable the notify option, then click the configure button:
• In the popup box, you can optionally filter only specific sample IDs or analyte types to be notified for. Leave these blank to select all IDs and all analytes.
• Select up to two action limits from the list, and results data will be compared to these values. If any results values exceed, you will be notified. Note that the limit must have appropriate values, matrix, and units that match the lab results to be compared. You can view detailed information on each limit from the limits page.
You must save any changes made to a notification.
To delete a notification, click the delete icon.
Change password: here you can update your password to log in to Engage. 
Client Admin

Overview
Note: an existing admin or your SGS project manager must enable client admin access for your account. If you do not have any existing admins, contact your SGS project manager.
The client admin page allows you to manage other Engage users in your account. You can add new users, change existing user permissions, temporarily deactivate users, and remove users.
The table shows you the name, email address, associated client, and active status of all users in your account.
The actions column allows you to perform actions to manage these users.
Adding users
Click add user, then provide the user’s first name, last name, and email address, then click next.
Select the appropriate permissions:
• Laboratory: choose the SGS lab to add permissions for.
• Client: Select the client if you are assigned to multiple clients within the lab.
• Project: Optionally, add specific project permissions. Leaving this blank will grant permissions to all projects.
Click Save once finished.
Editing permissions
In the actions column for the appropriate user, click Edit Permissions.
Select the appropriate permissions:
• Laboratory: choose the SGS lab to add permissions for.
• Client: Select the client if you are assigned to multiple clients within the lab.
• Project: Optionally, add specific project permissions. Leaving this blank will grant permissions to all projects.
Click remove to remove any permissions. Click Save once finished.
Activating/Deactivating users
Toggle the slider to activate/deactivate a user.
Removing users
In the actions column for the appropriate user, click Remove User and confirm. If you wish to restore access to a removed user, follow the steps above to add a user.