1st step: Create users and requesters - LabCollector

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1st step: Create users and requesters

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SUMMARY:

Lab Service Manager (LSM) add-on is the perfect application for service core & test labs.

When starting LSM usage, it is essential to start with customization steps. You need to create accounts for your staff, customers, results parameters, assays catalog and more

These items interact with each other in multiple ways, therefore the order of steps for the initial setup is important.
Some portions of the LSM cannot be customized without first setting up others.

Please see our KB to see how to start LSM.

Hence, to set up the contacts:-

1.Create Requesters

2.Create Users

  • Add
  • Import
  • User options
WARNING: Completing this step requires admin or super-admin level permissions.

1. Create Requesters

  • Requesters refer to your clients, partners…  these are the people or organizations that will request or submit jobs (tests for their samples). 
  • The requesters may be internal as well. 
    Note: that an LSM user set as a customer/requester can only submit jobs and retrieve results.
  • To create requesters go to LSM -> ADMIN -> CONTACTS -> REQUESTERS.

  • Click on “Add” and fill out the form. General information section is followed by two tabs used for billing and shipping purposes, and a third tab used for specifying the projects that a requester has.
    *Below is a prefilled form just to provide an example.

  • 1. You cad the code for the requester as you require.
  • 2. The name of the requester.
  • 3. Name of the institute or company.
  • 4. Here you can add notes about the institute.
  • 5. You can choose how the requester wants to receive the report.
  • 6. Here you can add the tax or Vat (Value added tax) number for the requester.
  • 7. You can add discount percentage.
  • 8. Prefix is what you would like to add before each job number. it can help you differentiate between different jobs from different requesters.
    – See option D – JOBS below. You will see the prefix added under job number.
  • 9. API token helps you to connect LSM report to the I-Collector instrument connector.
  • 10. Here you can add the billing address of the requester. This address can be included in the invoices template you make.
  • 11. You can add a contact person, is any for the requester or billing information.
  • Click on “Save” to finish.
  • A. You can also add a shipping address if it is different from the billing address, by clicking on “Shipping” tab.
  • B. “Projects” tab allows you to see the ongoing projects (if any) with the requester. 
  • Once you save the requester and start executing jobs from them and creating invoices, you will see information under 3 new tabs.

  • C. Here you will see all the Users (from the next section point 4) who is connected to the respective requester.

  • D. When you execute jobs related to the requested, you will see the list of the same here.

  • E. When you finish a job and f you have adjusted the cost of the test, you will see the invoices of the jobs related to the requester here.
    *Please our KB on how to do invoices in LSM.

2. Create Users

  • A user is someone ho has access to LSM and will work on the jobs (test). It can be a technician or a validator like lab supervisor, etc.
  • You can add a users using 2 methods in LSM.
    • Add user
    • Import users
  • A user account (login and password) is required to have access to the LSM platform.
  • Users may be added within the LSM only, or they may be imported from the user list of the main portion of LabCollector.

  • Add User

    • You can use this feature if your user doesn’t already exist in LabCollector.( LABCOLLECTOR -> ADMIN -> USERS & STAFF -> MANAGE USERS)
    • To create requesters go to LSM -> ADMIN -> CONTACTS -> USERS.
    • Select Add and complete the form to create a customer/client 
    • *Below is a prefilled form just to provide an example.

    • 1 & 2. Here you can add the first name and last name of the user.
    • 3. Here you can select the type of the user.
    • 4. here you can ass which requester the user is connected to.
    • 5. You can create the login ID for the user.
    • 6. Here you can add the email for the user.
    • 7 & 8. You can create & confirm.
    • Once you save the user you will see them in the list.

  • Import User

    • You can use this feature if your user already exist in LabCollector.( LABCOLLECTOR -> ADMIN -> USERS & STAFF -> MANAGE USERS)
    • To create requesters go to LSM -> ADMIN -> CONTACTS -> USERS.
    • Click on the import option. You will see the below pop-up.

    • In the Import form, select by double click in User type (LSM) column, the type of user you want to associate to the LabCollector user in the list.
    • You can define the level of each user in the LSM. *Please check our KB to understand different levels in LSM.
    • The user is then automatically created under the LSM. 
    • Note: Users need the user type of staff, admin, or finance to conduct work.  Users with the type of customer may not edit results.

  • USER options

    • When you click on any user, you will see various options.

    • A. It takes you back to the list of all users in LSM.
    • B. You can Add new user by clicking on this option.
    • C. Here you can edit the information of user you have selected.

      • 1. & 2. the users that are blocked or disabled cannot log in the LSM.
      • 3. You can add the relevant equipment category which the user accesses while conducting experiments or is responsible for. Enter the first letter of the equipment in the auto search field, and click on the Plus button.
        -*For categories to be visible here you need to configure them in equipment module. (click the link to see the KB)
    • Note: Equipment categories can be associated with each user. In this way, lab managers can quickly identify users’ profiles to execute specific jobs.
    • D. Here you can delete the user if you want.
    • E. Here you can create a team and add users into it. When you click on it you will see this pop-up.

      • You can select the type of team. It can include staff members team or administrative team, etc.
      • You can add the name of the team.
      • Then you can add the users.
      • Once you add members to the team, you can click on save.
      • The teams and users will be visible on the right hand side of the pop-up. For example see below the added team Biolab consisting of staff.

2nd step: Reagent and equipment

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