The Requester and users can be created by various ways as shown below in the diagram.


1. Requester: It is the client or customer or provider at the sample collection center or who collects the sample.

1.1: You can create the requester using LSM add-on and by going to LSM 🡪CRM 🡪 Requester. 
For more information on how to create requester using LSM refer to section 6.1.1

1.2:  By going to LSMRemote  you can click on registration option on the login page and create a requester and a user at the same time.
To have more information on registration please read the knowledgebase  KB: LSMRemote Registeration.

Warning

The requesters generated from LSMRemote need to be validated in LSM. Please see the link to the above knowledgebase to see the process.


2. Users for Requester means a person/s who can login into LSMRemote with a login ID and password.

2.1: You can create new users using the LSM add-on.

2.1.1: You can create a new user from LSM add-on and and by going to LSM 🡪CRM 🡪 User.

2.1.2: In a scenario where the lab member itself is a requester & user, then you can also do registration from LSMRemote. When you create a user here, you will need to valid them in LSM add-on. Once you have validated, the requester will be the first and the last name in LSM 🡪CRM 🡪 Requester  and they will be also seen as a user in LSM 🡪CRM 🡪 User.

2.2: In scenarios where your requester is one of the users (lab members) are from LabCollector, then you can import these users from LabCollector into LSM add-on by going to LSM 🡪CRM 🡪 User 🡪 Import. You need to also assign them a user level permission for LSM.
To have more information on import of LabCollector members in LSM please read the knowledgebase  KB: LSM import of LabCollector users.


To create a Requester using LSM add-on go to the CRM 🡪 Requester menu.


Note

Customers may be labeled as Requester for some implementations of the LSM.


All functions related to customers and requesters are identical. Customer/partner/requester access is also available via the LSM remote.


To add a new customer/requester, click on the Add button. General information is followed by tabs used for billing and shipping purposes. Complete the fields and click on the Save button to save the customer profile. After the customer profile is active new tabs for the users, jobs and invoices will appear in the screen.




All the above points are explained in our Knowledge Base KB:Labcollector interface


Note

Note that options 17, 18 and 19 will only be activated after the requester/Customer is saved.


All lab service customers and/or partners can be seen in the Requester List. Results can be filtered. Type in the filter box and select the type of filter then click apply.




Results can be sorted by clicking the column title (alphabetic order). Each Requester is identified with a barcode ID for data traceability. 


To see details and modify profiles, double-click on the record of interest, and click on the Edit button. Edits to a Requester are only confirmed by clicking on Save after making the changes.


Once validated, the new profile is added to the customer list and additional tabs become available.  The new tabs are USERS, JOBS, and INVOICES (as seen in above image):

  • The USERS (17) tab displays information regarding user accounts. These are created in the next step (login and password).
  • The JOBS (18)  tab displays information on services ordered by this customer.
  • The INVOICES (19) tab displays invoices created from this customer’s orders.