Overview
The Pools Details screen contains the configuration settings for a random pool.
Create, Update, and Delete a Random Pool
To Create a new Random Selection Pool, selection Add Pool from the Menu.
Enter field configuration on the blank Random Pool screen.
Details description of each field on the Random Pool screen
Field | Description |
Details |
|
Name | the Pool Name, usually company or consortium name with a regmode at the end. E.g. Bob’s Trucking FMCSA |
Code | A unique code or abbreviation for the pool. E.g. BTR000 |
Pool Admin | Employee name who manages this pool |
Active | Checked or unchecked |
RegMode |
|
Notes |
|
Number of Alternates | Set to 1. The number of alternates to be selected. Minimum of 1. Another alternate will be selected if this one is used. |
Number Alternates Type | Set to Number of employees from pool. Percent of employees from pool available if needed |
| Test Frequency | The frequency that selections will be generated. After generating a selection, the start date will advance based on the Test Frequency. |
Begins On | Set to 1/1 of current year. The date this pool starts and calculated all future start dates from this date |
Effective Date | The effective date the pool officially begins |
Available Donors | The total number of donors from all selected companies |
Average # Donors | The average number of donors for each selection. E.g. 1st quarter = 20, 2nd quarter = 10, average is 15 calculation=(20+10)/2 |
Prevent same donor selection annually | Checking this option will prevent the same donor from being selected for the annual selection period |
Same Donor Start Date | The date when the annual period starts. Only the month and day are relevant. E.g. Schools would use an annual period start on 8/1 until 8/1 the following year. |
Drug Test 1,2, and 3 |
|
Specimen Type | Set to Urine. |
Select Donors | The percent or number of donors to select. If Select Donors Type is set to percentage, this is an annual percentage so this value will be divided by the frequency to determine how many to select. E.g. if set to 20, then 5% will be selected each period. |
Select Donors Type | Percent of employees or Number of employees depending on if using a percent or not. |
Annual Tested Percent | The percentage of donors tested divided by the average number of donors and the number of donors tested. |
Annual Target Percent | The annual percentage to reach and the number needed to reach that percentage. |
Selection Filters |
|
Location | Filter employees that have this employee primary location |
Department | Filter employees that have this department designated |
Reg Mode | Filter employees that have this regulatory designation |
| Occupation | Filter employee that have this occupation |
To add companies to the pool, select the Companies link in the navigation bar
And check the companies you wish to include in this pool
Manage Annual Random Fees
Before a company can be used to generate a random selection, you must indicate the Random Fee has been paid for that year. To do this, select the menu dropdown and select Set Random Fee Paid from the Companies screen.
From the dialog window that opens, select the dropdown, and check each company that has paid their random fee. Select Save when done.
