| Offline field collection | Depends on scope | Collect Mobile records data without internet, with online upload and server-reporting dependencies. Collect field app and annual licensing |
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| Electronic deliverable checks | Documented by vendor | EDP screens submitted records against configured formats and allowed values. EDP data validation |
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| Field template governance | Documented by vendor | Collect Enterprise manages templates, forms and assigned user groups. Collect Enterprise forms and user groups |
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| Module installation | Depends on scope | Collect installation requires Enterprise, schema updates and license keys; some report paths need additional schemas. Collect installation and license dependencies |
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| REST interoperability | Depends on scope | The REST API supports OData, Power BI and ArcGIS access. Scheduled table exports require an active REST API subscription; confirm connector and access scope. REST API scope |
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| Specialist data scope | Depends on scope | Live, DQM and other named components extend the portfolio; evaluate and quote required modules separately. Current module portfolio |
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| Professional data administration and technical analysis | Depends on scope | EQuIS Professional supports checking, editing, loading, querying, reporting and visualizing environmental, analytical-chemistry and geology data. It includes reference-value and action-level management, query and crosstab tools, security and schema access, data qualification support and multiple third-party exports. Available formats, analysis components and interfaces depend on the licensed Professional library and optional Decision Support modules. EQuIS Professional data management and analysis scope |
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| Analytical-data qualification with DQM | Depends on scope | DQM runs configurable checks for holding times, blank contamination, recoveries, precision, accuracy, reporting limits and other project criteria. Qualification events can be saved and reopened, suggested qualifiers and reasons reviewed, and selected qualifiers written to the EQuIS database. DQM is licensed through Professional PremierD or PremierDG, and EarthSoft explicitly places professional judgment with the validator rather than treating automated flags as final decisions. DQM analytical-data qualification workflow |
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| Enterprise dashboards, maps and automated notifications | Depends on scope | Enterprise supports configurable dashboards assembled from reports, charts, tables, maps and other widgets. Published functions include EDD processing status, saved queries and exports with attached triggers, notifications, alerts, action-level traffic lights, time-series views and external web-service data. Dashboard permissions, project filters, report assemblies and workflow triggers require configuration and should be tested for the intended facilities and user roles. Enterprise dashboards, widgets and workflow automationEnterprise schemas and automated workflows |
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| Local offline Collect reports and chain of custody | Depends on scope | Collect Mobile can generate local form-summary reports, and EarthSoft documents an offline chain-of-custody PDF option. The offline COC is not a universal standard feature: it requires a licensed Collect module, the Collect schema and a custom Collect template built through EarthSoft services. Its PDF is local to the user and contains data collected on the selected form; buyers should test sharing, signatures, numbering and later reconciliation with the server record. Collect local and offline reportsCollect field app and annual licensing |
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| Ecological survey and species data (EQuIS Alive) | Documented by vendor | EarthSoft lists EQuIS Alive as an optional module for ecological, biological, taxonomy and re-vegetation data. Its help pages describe repeatable surveys over defined areas, a hierarchical species taxonomy, habitat assessment and inventory of invasive, indigenous and protected species, and export of survey templates to field collection tools. This manages species and habitat survey records; it is not described as a TNFD or ESRS E4 disclosure tool, so confirm reporting outputs, licensing and the module's current maintenance. Current module portfolioEcological survey and species data (EQuIS, checked 1 October 2026Ecological survey and species data (EQuIS (2), checked 1 October 2026 |
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