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Mining & resources / APPLICATION BLUEPRINT

Exploration Sample Custody & Assay

Connect drill intervals, sample batches, laboratory custody, assay reconciliation and reviewed release of exploration data.

Start generatingExplore illustrative interface

12 workspace menus · 12 business workflows · 5 role profiles

Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.

Designed for Exploration geology managers and laboratory coordination teams

Exploration Sample Custody & Assay workspace interface preview; illustrative records and figures.
Exploration Sample Custody & Assay — operational workspaceIllustrative interface · Sample dataView full interface →

Explore an illustrative interface.

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

Exploration Sample Custody & Assay workspace interface preview; illustrative records and figures.
Exploration Sample Custody & Assay — operational workspaceIllustrative interface · Sample dataView full interface →
Exploration Sample Custody & Assay record interface preview; illustrative records and figures.
Exploration Sample Custody & Assay — record and workflow reviewIllustrative interface · Sample dataView full interface →

Operational dashboards and work queues.

Operational views

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

Site / operating areaPeriodAssigned teamReview state

Dashboard measures

  • Active reconciliation items
    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

Connect drill intervals, sample batches, laboratory custody, assay reconciliation and reviewed release of exploration data. An assay result is useful only when it can be traced to the correct sample and reviewed against quality checks. The system follows sample identity and custody through dispatch, laboratory receipt and reconciliation, preserving exceptions before data is released for geological interpretation.

Operations

Operational overview

Review the work position and priority actions.

Drill interval register

Coordinate drill interval register with assigned responsibilities, linked records and review history.

Sample batch preparation

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

Dispatch and custody

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

Laboratory receipt

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

Assay reconciliation

Coordinate assay reconciliation with assigned responsibilities, linked records and review history.

Quality review

Coordinate quality review with assigned responsibilities, linked records and review history.

Reviewed data release

Coordinate reviewed data release 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

Register sample identity

Register drill intervals and approved sample batches.

02

Track laboratory custody

Track dispatch and laboratory custody.

03

Reconcile assay records

Reconcile assay results and quality checks.

04

Release reviewed data

Release reviewed data to geological interpretation.

Business workflows

Select a workflow to review the steps, responsibilities, approval and exception handling.

01 · Coordinate drill interval register

Coordinate drill interval register within Exploration sample custody and assay reconciliation.

Trigger
Drill interval register requires a new record, an agreed review or a controlled change.

Responsible role
Geology coordinator

  • Register drill interval register and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

02 · Coordinate sample batch preparation

Coordinate sample batch preparation within Exploration sample custody and assay reconciliation.

Trigger
Sample batch preparation requires a new record, an agreed review or a controlled change.

Responsible role
Geology coordinator

  • Register sample batch preparation and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

03 · Coordinate dispatch and custody

Coordinate dispatch and custody within Exploration sample custody and assay reconciliation.

Trigger
Dispatch and custody requires a new record, an agreed review or a controlled change.

Responsible role
Geology coordinator

  • Register dispatch and custody and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

04 · Coordinate laboratory receipt

Coordinate laboratory receipt within Exploration sample custody and assay reconciliation.

Trigger
Laboratory receipt requires a new record, an agreed review or a controlled change.

Responsible role
Geology coordinator

  • Register laboratory receipt and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

05 · Coordinate assay reconciliation

Coordinate assay reconciliation within Exploration sample custody and assay reconciliation.

Trigger
Assay reconciliation requires a new record, an agreed review or a controlled change.

Responsible role
Laboratory liaison

  • Register assay reconciliation and its operating scope
  • Compare amounts, attribution and accepted conditions
  • Route differences to the accountable finance reviewer
  • Record authorised adjustments and the accepted position

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Amounts, ownership or allocation evidence do not agree.

Outcome
A reconciled position, approved adjustments and separately owned outstanding items.

06 · Coordinate quality review

Coordinate quality review within Exploration sample custody and assay reconciliation.

Trigger
Quality review requires a new record, an agreed review or a controlled change.

Responsible role
Laboratory liaison

  • Register quality review and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

07 · Coordinate reviewed data release

Coordinate reviewed data release within Exploration sample custody and assay reconciliation.

Trigger
Reviewed data release requires a new record, an agreed review or a controlled change.

Responsible role
Laboratory liaison

  • Register reviewed data release and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

08 · Register the operating requirement

Coordinate operating requirement within Exploration sample custody and assay reconciliation.

Trigger
Operating requirement requires a new record, an agreed review or a controlled change.

Responsible role
Geology coordinator

  • Register operating requirement and its operating scope
  • Compare options, dependencies and operating constraints
  • Review the selected option with its accountable owners
  • Accept the plan and track its delivery conditions

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.

Outcome
An approved operating plan and owned actions for its accepted conditions.

09 · Resolve operating exceptions

Coordinate operating exceptions within Exploration sample custody and assay reconciliation.

Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.

Responsible role
Geology coordinator

  • Register operating exceptions and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

10 · Verify completion and follow-up

Coordinate completion and follow-up within Exploration sample custody and assay reconciliation.

Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.

Responsible role
Laboratory liaison

  • Register completion and follow-up and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

11 · Review controlled operating changes

Coordinate controlled operating changes within Exploration sample custody and assay reconciliation.

Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.

Responsible role
Laboratory liaison

  • Register controlled operating changes and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

12 · Prepare scoped operational reports

Coordinate scoped operational reports within Exploration sample custody and assay reconciliation.

Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.

Responsible role
Geology coordinator

  • Register scoped operational reports and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Analytical quality reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

Governance and control

  • Approved records must be version-controlled and immutable except through controlled supersession.
  • Access must follow classification and role permissions.
  • Required evidence must be traceable to source, owner and date.
  • Retention and disposal actions require policy-based controls.
  • Critical changes require review, approval and preserved history.
Operating rules by business workflow
  • For drill interval register, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For sample batch preparation, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For dispatch and custody, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For laboratory receipt, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For assay reconciliation, adjustments require source evidence, a recorded reason and authorised financial review.
  • For quality review, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For reviewed data release, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
  • For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.

Data, interfaces and operating requirements.

Core records

Record / documentVersionOwnerClassificationEvidenceReviewApprovalRetention event
Record fields and linked information
  • Record identifier — Stable reference for the operating transaction.
  • Site / operating area — Business scope used for responsibility and reporting.
  • Operating subject — The request, commitment or work item being handled.
  • Accountable owner — Named responsibility for the next action.
  • Workflow stage — Current position in the agreed business journey.
  • Review requirement — Required review and outstanding decision.
  • Due or review date — Agreed action window or review trigger.
  • Linked evidence — Source records supporting the operating decision.
  • Decision authority — The delegated authority relevant to the accepted outcome.
  • Accepted outcome — Recorded decision and its business consequences.
  • Follow-up obligation — Remaining responsibilities after an accepted action.
  • Revision history — Trace of accepted changes and their evidence.
  • Drill interval register reference — Link the relevant drill interval register to the operating transaction and its decision evidence.
  • Sample batch preparation reference — Link the relevant sample batch preparation to the operating transaction and its decision evidence.
  • Dispatch and custody reference — Link the relevant dispatch and custody to the operating transaction and its decision evidence.
  • Laboratory receipt reference — Link the relevant laboratory receipt to the operating transaction and its decision evidence.
  • Assay reconciliation reference — Link the relevant assay reconciliation to the operating transaction and its decision evidence.

Systems and interfaces

  • Sample identifier systems
  • Laboratory interfaces
  • Approved geological data repositories

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

Implementation requirements
Sample identifiers; laboratory interfaces; qualified geological and analytical quality review.

Mobile and tablet access

Capture sample identifiers and custody events in field views. Offline requirements need separate validation.

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

Apple App Store ↗Google Play ↗

AI extensions

Core workflows and approval rules are defined with your business owners. Operational AI can be assessed separately against a specific business outcome and review requirements.

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

What to validate in a scoped demonstration.

A sample batch is dispatched to a laboratory. An identifier mismatch is raised during reconciliation and corrected with custody evidence. The quality reviewer records the checks before the authorised data release, retaining the original exception and resolution.

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
Discuss this solution

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.