1. Click Workflow > Order > +New Order and enter Order information. Note: Customer field is required.
2. Details Order: Edit Order information, clone Orders and print Order labels.
3. Details Samples: Sample creation options listed below
- Click +Create New Sample and enter the number of Samples.
- Click +Add from Existing Samples and select a Sample from the dropdown.
- Click the Import Icon > Import and select a spreadsheet file containing list of Sample information.
4. Details Tests: Test creation options listed below.
- Click Select Assays > Search Assays and select an Assay from the dropdown.
- Click Select Assays > Search Panels and select a Panel from the dropdown.
- Click Select Assays > Search by Tags and enter a Tag to search Assays.
5. Comments: Internal comments within the lab.
6. Attachments: Add files and documents. List notes or choose a new file name. Then, click the Upload button.
- After clicking Upload, other users will be able to download this file by clicking the downward pointing arrow.
- Click the garbage can icon next to the arrow to delete Attachments.
7. Reporting: Click Preview Report > Choose report type and select a Report Template. Note: this report will not be saved, it is only a preview.
- Click Generate Report > Choose report type and select a Report Template.
- Click Upload > Order Report. Then select a Cover Page Template from dropdown and choose a file
- Click Publish > Order Report to make the Order Report viewable in Customer Portal. Enter recipient emails and click Email & Submit.
- Click Withdraw > Order Report to make the Report inaccessible from Customer Portal.
- Click Make Public and click on the link. The Order Report is accessible for download to anyone through this link.
8. Print: Select a Template and click Generate
9. Billing: If a single Invoice exists for this Order, the Billing tab automatically redirects to the Invoice and prompts to sync the Invoice.
10. Locks: Record of previous and current locks assigned to Order.
11. History: Record of any changes made to the Order.
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