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Admin

Application Users
   [Open PDF]

The Application Users screen lists all the users that are currently setup in the system, and when each user last logged in. Use this screen to create and maintain login profiles for the internal users. This does not include users that login to the External (XT) view.

Define Remarks
   [Open PDF]

Maintain definitions of Sample Remarks.

Domain Values
   [Open PDF]

Maintain definitions of domain names and values. Domain Values are sets of lists mainly used by the system for building pick-lists for other screens.

Logs
   [Open PDF]

This screen shows the different logs from Pure Harvest Operations including, but not limited to:
- Email Logs
- Internal Visit Log
- Customer Visit Log


Manage Crops
   [Open PDF]

This document explains how to use the Manage Crops screen. You can define the crop name and the latin name. The screen shows you how many varieties, fields, samples and test results exist for that crop.

New Associates
   [Open PDF]

Enter new Associate from this screen, or edit existing Associates. An Associate is anyone you need to include as part of your business. Also use this screen to setup users to sign into the External (XT) login.

Pure Harvest Emails
   [Open PDF]

This document gives a brief overview of the types of emails that can be sent by Pure Harvest, which customers they are sent to, and the summary that is sent back to the lab (if applicable).

Solving Email Problems
   [Open PDF]

Sometimes email is blocked or rerouted by the receiver, or by gateway on the recipients network. This covers some ways that these problems could be solved.

System Variables
   [Open PDF]

System Variables define default values that Pure Harvest uses to affect the behavior of screens, reports, backups etc. These could also be called "configuration settings".

Test Definitions
   [Open PDF]

Define tests that are offered by your lab. Assign certain behaviors and requirements to each test.

Test Groups
   [Open PDF]

A test group is a list of tests that can be requested as a group. A test group is also used to affect reports.

Exports

Exports and Reports
   [Open PDF]

Most of the data exports are queries that create “csv” files. CSV files can be loaded into Excel or other spreadsheet programs, as well as into another database, like MS-Access. See the "Guide to opening a CSV file in Excel" for more information.

Fields

Counties
   [Open PDF]

Use the Counties screen to setup a list of counties to be used when entering fields for inspection.

Field Applications
   [Open PDF]

This Field Applications screen shows a group of requests for inspection of fields as part of a QA or certification process.

Field Inspection Templates
   [Open PDF]

This Field Inspection Templates is used to merge template documents with field data for batch printing.

Field Inspections
   [Open PDF]

This document describes the Field Inspection screens Inspection Components, Inspection Plans, and Inspection References.

Field Map
   [Open PDF]

Use the Field Map screen to display Google maps showing field locations.

Field Rollover
   [Open PDF]

The Field Rollover is used to automatically Field Applications for the new inspection year by copying forward fields with Perennial & Biennial crops.

Field Search
   [Open PDF]

Use the Field Search screen to search for Fields and navigate to Field Applications.

Field Sets
   [Open PDF]

Use the Field Sets screen to create a Field Set, and to add or remote Fields to the set.

Field Supervisors
   [Open PDF]

Use the Field Supervisors screen to define Supervisors for Field areas.

Guide to Field Inspections
   [Open PDF]

This guide will go over customizing your Inspection Forms and tying the Inspection results back into Pure Harvest.

Guide to Field Processing
   [Open PDF]

This guide will cover the process of entering a new Field application & the individual fields and entering the inspection results.

Guide to Online Field Applications
   [Open PDF]

This guide will cover how to assist your customers in creating field applications online, and how to accept a field into the system after it has been submitted.

Financial

Billing Periods
   [Open PDF]

Use this screen to create and print invoices.

Invoice to your Customers
   [Open PDF]

This document goes over the Invoice PDF itself, covering the various sections of the invoice, and the customizable options of the invoice.

Invoices
   [Open PDF]

This screen can be used to Print or email Invoices in a batch, as well as creating an invoice for an individual customer.

Payments
   [Open PDF]

In PH we track payments in a table that can allow the payment to be assigned to an invoice, or even split between invoices. The Payment records do not directly affect the accounts. In order to affect a customer account, the payment must be assigned to an account or an invoice.

Setting up Fees for Tests or Services
   [Open PDF]

This guide will explain how to set up fees for a test.

Guides

Customer Access Guide
   [Open PDF]

This describes how the internal user can set up access for external users and how external users can login and interact with Pure Harvest.

Extensions to Pure Harvest
   [Open PDF]

Pure Harvest is designed to be Open. Our clients are not locked in to Pure Harvest included features. PH was designed to be open for access by other programs and programmers.

Although we don’t provide training and support for how to develop with those tools, we will share information about how to do it if we have it available.


Getting The Best Support
   [Open PDF]

Support requests are started by clicking the [PHTicket] link at the top of the screen or
in the menu. You should use this for all requests whether it is a bug or a new feature
request.


Guide To Invoices
   [Open PDF]

This guide will explain how to create & send invoices in Pure Harvest.

Guide to Opening CSV Files in Excel
   [Open PDF]

This document describes the steps to open a CSV file using Microsoft Excel.

New PH User Guide
   [Open PDF]

This guide goes over some of the basics for getting started with Pure Harvest.

Password Management
   [Open PDF]

Explains requirements for passwords and shows screens for changing and recovering passwords.

Sample Processing
   [Open PDF]

This guide will cover the process of entering a new sample through sending the completed report to the customer

Organic

How To: Organic Template Update
   [Open PDF]

Tech notes for process plan templates.

Organics Tech Notes
   [Open PDF]

This is a summary of the screens supporting the organics program.

It includes Materials List, Process Plan and Merge Templates.


Process Planning
   [Open PDF]

The Process Planning screen is part of the Organics Module. It is used to define and manage a series of steps and documents about an organic certification process. Each plan belongs to an associate and is tied to a year. An associate can have more than one plan per year.

Phadmin

2024 April phtech
   [Open PDF]

exported to pdf directly from wiki

Regulatory

Regulatory Samples
   [Open PDF]

This document describes how regulatory samples work in Pure Harvest.

Test Tolerances
   [Open PDF]

Define the Regulatory Tolerances. Used by Pure Harvest to determine the In/Out Tolerance when comparing Given to Tested results.

Seed Lab

Activity Log
   [Open PDF]

This page is for entering notes/memos intended for internal use.

Aging
   [Open PDF]

This screen shows the balance aging for each customer by charge type. The screen shows the last time the Account Aging balances were calculated and has a link to rerun the aging calculations to get the most recent status of unpaid invoices.

Associate Groups
   [Open PDF]

This screen can be used to Create & Manage Associate groups. Many exports, such as the Contact List, can be restricted to a single group. Some Groups have special meaning in Pure Harvest. Associates can be in multiple groups.

Associate Search
   [Open PDF]

Easy search screen to find Associates.

Batch Reports
   [Open PDF]

From this screen you can print & email Lab reports as a batch.

Billing Screen
   [Open PDF]

This screen shows billing Information for a single customer account.

Calculations
   [Open PDF]

Pure Harvest has built in calculations for a number of different tests, this document goes over how those calculations work, and any requirements necessary for the calculations to work correctly.

Class For Programs
   [Open PDF]

Class For Programs is used only by MCIA but might be required for others just as a default

Contaminants
   [Open PDF]

Create and manage the list of Contaminants/Weeds.

Crop Groups
   [Open PDF]

This screen can be used to Create & Manage Crop groups.

Crops
   [Open PDF]

Define Crops, Varieties, Rules/Methods, Groups, and other info from this screen.

Define Fees
   [Open PDF]

Use this screen to define fees to charge customers.

Germination Tolerance Ranges
   [Open PDF]

Tolerances that define when a germ needs to be redone.

Lab Reports
   [Open PDF]

This document is under construction. This document is about the PDF lab report.

Planting
   [Open PDF]

From this screen, the Dates, Prechill Days, and # of seeds can be set for many viability tests at once.

Print Lab Cards
   [Open PDF]

Use this screen to batch print lab cards for samples.

Print Labels
   [Open PDF]

Print labels for samples. Labels are formatted for a sheet of 10 peel-off labels.

Ryegrass Fluorescence
   [Open PDF]

Use this screen to define the Varietal Fluorescence (VFL) for the varieties of Ryegrass that are defined in Pure Harvest.

Sample Search
   [Open PDF]

Search for a Sample, Service, or Regulatory, from this screen.

Samples Screen / New Samples
   [Open PDF]

This document refers to mostly Service & Certification Samples.

Seed Lot Search
   [Open PDF]

Search for a Seed Lot from this screen.

Seed Lots
   [Open PDF]

A Seed Lot definition can be entered manually, or some of the information could be derived from a sample that was submitted to the lab, or a field that was inspected and harvested.

Varieties
   [Open PDF]

Create/Edit a variety for an existing crop, and create/edit synonyms of that variety.

Workflow - Other Tasks
   [Open PDF]

As new features are added to the system, they often start here until a more permanent menu/page is decided upon.

XT Samples
   [Open PDF]

This page lists the Samples that have been submitted online.

Upload

Data Import
   [Open PDF]

Pure Harvest can take an Uploaded data file (must be a .csv spreadsheet) and use it to create a temporary table. The purpose of this is to allow users to quickly load large data-sets into Pure Harvest without having to manually add each row.

XT

Bulk Lot Transactions
   [Open PDF]

This guide will cover the process of creating bulk lot transactions and the various bulk lot transaction downloads/reports.

Sample Results Summary
   [Open PDF]

This will download or display a data file with one row per sample, showing the tests for that sample in separate columns.

Submitting Samples Online - For Customer
   [Open PDF]

This page details the screens and how to use them when entering new samples, listing samples that have been submitted, and printing labels for those samples. It does not cover any of the rules, regulations or requirements for submitting samples to the lab. If you have questions about those, contact the lab.

Submitting Samples Online - For Lab
   [Open PDF]

Allows the lab customer to fill out a sample submission form online. The external user may create a new sample submittal form by entering all information, by copying from a previous submittal. They can also create a form using an existing Lot Number that they have previously sent to the lab.

This capability is not used by all labs.


XT Find Samples
   [Open PDF]

This screen allows customers to find samples that have been printed to PDF in preliminary or final form but have not been “released” or “batch emailed” or emailed individually.

XT Inventory / Lot Search
   [Open PDF]

Search for a Seed Lot from this screen. It will display up to 500 samples per page.