This describes the steps to add/edit Request Templates in LabVantage.

Target Audience

LabVatange Administrators

LabVantage Applications Team

Lab Managers

Analyst

NOTE:  At least one request template per lab is required to properly add a request to the system.

NOTE:  You will only see request templates that are associated with your lab.

On the LIM Admin Menu, select the Request Templates option.

1.  Refresh the list is nothing shows initially.

2.  Add Request Template

     a. Select Add

     b. Select the Request Class as Submission or Kit from the dropdown

     c. Select the request Type as Routine

     d. Add a description

     e. Set the Sample Creation to OnSubmit

     f.  Make sure the Auto Release is unchecked

     g. Set the fulfilling site to your lab

     h. Set the price list for your lab

     i.  Save

     j.  Give the template a name - the name has to be 20 characters or less

     k. After the refresh, go to the Acceptance Approvals tab.

     l.  Select Add Type

    m. Mark RequestAcceptance

    n.  Select & Return

    o. Select Release Approvals

    p. Select Add Type

    q. Mark RequestRelease

    r.  Select & Return

    s.  Select Template Attributes

         Attributes are additional fields of information that can be captured that are relevant to the request.

    t.  Select Add

    u. Mark the attribute fields to add.

    v.  Select & Return

    w. The attribute fields can be customized to the template.

        1.  Add a reference type list to create a drop down list instead of a static field

        2.  Change the input of the field from a text box to a check box.

        3.  Set default value for the field.

        4.  Make the field required to be filled out.

         5.  Save

         6. Return

For editing request templates, select the request template from the list.

Edit the request template as needed.

Save the changes