How to configure header & footer in LSM report/CoC/invoices? (from v4.057+) - LabCollector

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How to configure header & footer in LSM report/CoC/invoices? (from v4.057+)

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SUMMARY:

Sample collection centers, or clients need t have reports/CoC (Chain of Custody) or invoice  with their logo and address. LabCollector LSM now offers possibility to add header & footer for each such center (requester, provider, sample collection center, clinic, etc).

Please follow the below steps to edit the edit and footer in the LSM:

1. Creating a template for the header and footer

2. Creating report/processing/CoC/invoice templates

1. Creating a template for the header and footer

  • Go to ADMIN -> PREFERENCES -> REPORT & INVOICE TEMPLATES -> TEMPLATE HEADER & FOOTER
  • You can now create different headers and footers for different requesters/clients/providers.

    Note
    The header and footer will be added to a particular requester and the Result reports, CoC’s, Processing reports, Invoices.
  • 1. The options here help you to
    • Add a new template for header and footer,
    • Search after adding a keyword in filter box (Steps A,B and C)

    • Delete the search that you have performed
  • 2. You can chose the requester/provider/client for whom you are creating the template for.
  • 3. Here you can add the template to the header.
  • 4. Here you can add the template to the footer. 
    *Please read our Knowledge Base to see how to use the content editor to create templates.
  • 5. Here you can save the template of the header and footer you created.
  • 6 You can also delete the header/footer template if you create it in error or dont need it anymore.
  • 7. You will all the templates of header and footer you created in this section. You can click on the name to see the respective template.

    Note
    When you create a job with a specific requester, the header and footer template of this requester will be applied to the the job’s
    report/processing/CoC/invoices.

2. Creating report templates

  • Go to ADMIN -> PREFERENCES -> REPORT & INVOICE TEMPLATES -> TEMPLATE BODY
  • Here you can create the template for report/processing/CoC/invoices.
    *Please read our Knowledge Base on how to create a processing report.
    *Please read our Knowledge Base on how to create a Result report.
    *Please read our Knowledge Base on how to create a Invoice report.
    *Please read our Knowledge Base on how to create a CoC report.
  • Now you dont need to add your logo or create a header and footer here.
  • You can create the copy of your report body here to which the header and footer of respective requester will be applied.
  • Example of a result report with header and footer of the respective requester.

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