Orders

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.