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FORMS II LiteTM

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This page contains information about the Field Operations and Records Management System (FORMS) II Lite software.

The use of FORMS II Lite is mandatory for all Contract Laboratory Program (CLP) samples. For detailed instructions on how to upload XML files to the Electronic Sample Documentation System (ESDS), download the instructions available on the ESDS page. See Directive 9240.0-38 (PDF, 243K, 4 pages) for details on the requirements and exemptions.

General Information

The FORMS II Lite software is a flexible and easy-to-use, stand-alone, Windows-based application that simplifies and accelerates the sample documentation process. FORMS II Lite reduces the generation of hand written documents by nearly 70 percent. Specifically, FORMS II Lite:

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Minimum System Requirements

Recommended minimum configuration requirements for the user's system are as follows:

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FORMS II Lite Training

FORMS II Lite Training is provided by the Analytical Services Branch (ASB) for Superfund samplers and contractors interested in using FORMS II Lite to document their sampling events. A full training session runs one day and includes lectures and hands-on exercises. Clients are encouraged to provide their sampling scenario and documentation so that the training can be customized for specific needs.

If you are interested in scheduling a training session, contact Eric Reynolds via email at reynolds.eric@epa.gov or via telephone at (703) 603-9928.

The FORMS II Lite Version 5.1 installation CDs now include a Computer-Based Training (CBT) course that users may use to learn the basics of the software. The CBT walks the users through the software at their own pace, with quizzes at the end of each section, and a final test at the end of the course.

FORMS II Lite Web-Based Training!

Federal, Tribal, State, and local government personnel may access FORMS II Lite Training on the Web anytime and at no cost. The course is hosted by the EPA's Emergency Response Training Program (ERTP) virtual university. Exit EPA Disclaimer Please use the following instructions to access the FORMS II Lite online training. Non-governmental employees may contact Eric Reynolds at (703) 603-9928 or via email at reynolds.eric@epa.gov for training materials.

Step 1

New Users Instructions

If you are new to the EPA's Emergency Response Virtual University you will need to first register with the ERTP virtual university.

Registration: Access the ERTPVU registration page by visiting the ERTPVU login page Exit EPA Disclaimerand selecting "Register" 'from the menu at the top of the page. To begin registration, type a Login ID and Password. You will enter these each time you access the site. Your Login ID and Password should consist of at least four letters and/or numbers. Your Password is case-sensitive. Click the Submit button.

Select Organization: Either identify your organization by selecting it from the list below and clicking Select, or click Expand to view divisions within an organization. If you are a contractor, select "Other".

User Profile: As part of the registration process, you need to provide some general information. Please fill in the fields below and click the Submit button. All required fields are marked with *.

Successfully Completed: You are now a registered user of the ERTP Virtual University. Select Next to go to the Campus Map (Step 2). You can always receive navigation help through the Help function on the toolbar from any location within the site.

Returning User Instructions

Login to the ERTP virtual university. Exit EPA Disclaimer

Step 2: Campus Map

Select: Online Courses

Step 3

Select: Module Information and Enrollment

Step 4

Select: FORMS II Lite Web-Based Training

Step 5

Select: Take Course. The FORMS II Lite Web-Based Training will open up in a new window.

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Help Desk and More Information

Support for the FORMS II Lite software may be obtained from the FORMS II Lite Help Desk.

Help Desk Hours: 9AM - 5PM ET, M-F
Telephone: (703) 818-4200

The FORMS II Lite Web Site Exit EPA Disclaimer is the primary source for information, documentation, and support for managers, developers, and FORMS II Lite users. For more information about FORMS II Lite, contact Eric Reynolds via email at reynolds.eric@epa.gov.

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