Templates

A template is a preconfigured report skeleton that groups a selection of blocks tailored for a recurring deliverable. Rather than rebuilding the structure every time, the user chooses the template that best fits their context and adjusts it at the margin. IsoFind includes fourteen built-in templates covering standard cases in environmental forensics, analytical services, regulatory compliance, CSIA simulation, and hydrogeology.

The Fourteen Built-in Templates

Each template has been designed to address a specific use case. Templates vary in length (from 8 to 30 blocks) and positioning (ranging from short, accessible reports to detailed expert reports). The table below provides an overview.

Template Block Count Typical Usage
Source Attribution (concise) 11 Short origin identification report, for non-specialist decision-makers
Source Attribution (expert) 30 Detailed report for experts or counter-experts, litigation files
Analytical Services Delivery 16 Standard client deliverable for isotopic analysis laboratories
Analysis Session Report variable Internal technical report on a measurement session
Exploratory Report 8 Preliminary exploration of a dataset, short format
Scientific Exploration 16 Detailed scientific investigation with advanced interpretation
Regulatory / Traceability 28 Complete file for authorities, with maximum traceability
Nexus Report 14 Focused on the analysis of processes identified by the Nexus engine
Drilling & Hydrogeology 20 Hydrogeological project with vertical profiles and field conditions
CSIA Simulation (concise) 12 Quick visualization of an isotopic simulation scenario
CSIA Simulation (expert) 26 Expert report for technical consultancy firms
Monitored Natural Attenuation 24 Long-term monitoring and MNA regulatory decision-making
Reactive Barrier Remediation 16 Design and monitoring of PRB barriers
Temporal Monitoring 11 Time series with CSIA options and Rayleigh fit

Anatomy of a Template

All templates follow a common architecture that reflects the expected reading path of a technical report. Understanding this architecture helps in choosing the right template and customizing it effectively.

Section Typical Blocks Role
Header Cover page, executive summary, context, table of contents, glossary Reader orientation, deliverable positioning
Data Sample inventory, maps, signatures, concentrations, physico-chemistry Presentation of factual material
Methods Analytical protocol, standards, CRM, quality control Credibility and reproducibility
Analysis Ratios, statistics, matches, Nexus process chains Computational processing and inference
Rigor Limitations, robustness index, sensitivity, scope of questions Honest qualification of conclusions
Conclusion Open conclusions, recommendations, bibliography, appendices, certification Synthesis and closing

Short templates (Exploratory Report, Concise CSIA Simulation) omit certain sections, notably Methods and Rigor, to prioritize quick reading. Expert and regulatory templates, conversely, detail all sections to meet traceability and contestability requirements.

Focus on Three Structural Templates

Source Attribution (expert)

With thirty blocks, this is the most comprehensive template in the catalog. It is designed for litigation files or expert assessments where the report must withstand counter-expertise. It covers all sections with detailed variants: complete sample inventory, annotated maps, isotopic signatures and plots, descriptive statistics, elemental data, ratios, zone-specific matches, similarity matrices, multi-sample comparisons, limitations, robustness index, sensitivity analysis, scenario comparison, audit trail, chain of custody, data integrity, project compliance, bibliography, appendices, and certification.

CSIA Simulation (expert)

Twenty-six blocks dedicated to a groundwater isotopic modeling project. The structure includes all blocks from the simulation category (parameters, CSIA pathway, hydraulic field, plume evolution, isotopic evolution, metabolite cascade, dual isotope plot, field validation, chronology, uncertainties, attenuation prognosis, future regulatory compliance, scenario comparison) and concludes with limitations, robustness index, recommendations, bibliography, and certification. This template best leverages the coupling between 3D Visualization and Reports.

Drilling and Hydrogeology

Twenty blocks centered on drilling and hydrogeology projects. It highlights vertical profiles, saved cross-sections, Nexus geochemical conditions, and process chains. It is particularly suited for mining sites, geological storage, or deep aquifer studies where the vertical dimension is crucial.

Licensing and Availability

Not all templates are available in all IsoFind editions. The distribution of blocks across the three license levels (research, research+, pro) determines whether a template can be used in its entirety.

Level Available Blocks Full Templates
Research Approx. 13 basic blocks Exploratory, Concise Attribution
Research+ Approx. 41 blocks Analytical delivery, Nexus, hydrogeology, scientific exploration, temporal monitoring, Expert Attribution (partial)
Pro 70 blocks (Full) All templates, including simulation and advanced rigor blocks

When a template contains a block unavailable under the active license, the block is replaced by an explicit placeholder, and the report remains generatable. This substitution is flagged in the final report to avoid any confusion regarding completeness.

Customizing a Template

Starting from a template is the standard practice, but no template perfectly fits every need. Three levels of customization are available.

Choose template > Add/remove blocks > Reorder > Configure per block > Save as custom template

Adding and removing blocks is done via simple drag-and-drop in the assembly interface. Reordering is free, provided the logical order is respected (header before data before conclusion). Per-block configuration covers internal parameters for each block (thresholds, sample filters, styles).

A custom template can be saved under a specific name and reused across other projects. For organizations with multiple users, custom templates can be shared via the theme system to ensure uniformity in issued reports.

Choosing the Right Template

The choice of a template depends on three variables: the nature of the project, the target audience, and the expected level of formalism. The following table guides this choice for common cases.

Project Reader Recommended Template
Origin Identification Non-technical decision-maker Source Attribution (concise)
Origin Identification Expert, litigation Source Attribution (expert)
Laboratory Analysis Session Lab client Analytical Services Delivery
Plume Simulation Internal project team CSIA Simulation (concise)
Plume Simulation Regulatory authority CSIA Simulation (expert) or MNA
Drilling & Characterization Client / Site Owner Drilling & Hydrogeology
Long-term Monitoring Monitoring team Temporal Monitoring
Full Regulatory Filing Authority, litigation Regulatory / Traceability
For a project that doesn't fit perfectly into a template, the most efficient strategy is to start with the closest template in terms of project nature, then add or remove blocks as needed. Rebuilding a report from scratch without using a template is technically possible but rarely optimal.

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