Select Request Batch from the Analysis Menu.

To begin the process of creating a batch of requests to update, the user must enter:

1. A Request Batch Name: This is a simple, readable way for the user to identify the batch they are creating. In this example, the batch name includes the current date and the word "batch".
2. Assigned To: Select the user to whom the batch should be assigned.
3. Activity: Select the milestone you wish to update using the batch process. Requests may be Assigned, Draft Completed, Tech or Admin Reviewed or a To Do can be completed for a batch of requests.
4. Lab: If multiple Labs are configured, select the lab for which you wish to see the list of requests.

The user may also choose to filter this list by selecting a Priority (e.g. Rush, Standard, Other); a Complexity (e.g. Routine, Simple, Complex); and/or a Discipline.

Once the fields have been filled out, the form will populate a list of Services that are offered in the chosen Lab. Check the box(es) next to the services to select requests of that type to be added to the batch.

Requests can be selected by either checking the box next to the request (1), or scanning a barcode into the barcode field (2). To scan request barcodes, the Select Request radio button must be selected. If you wish to have the requests selected by scanning evidence barcodes, or by scanning another Request Batch barcode, the appropriate radio buttons must also be checked.

To print a Request Batch Barcode, click the barcode icon (3). Request Batch Barcodes can be used if the batch will not be processed immediately, or if the Request Batch is being created by someone to whom it is not assigned. With a barcode, the assigned user can quickly locate their batch.

Once the requests have been selected, click Next to continue.

All selected requests will show in the list. At this point, the Request Batch may be re-assigned by selecting a different name in the Assigned to section. If you do not wish to re-assign, simply click Finish.

Note: Selecting Finish will not update the requests in the batch. The user must then process the batch to complete the update.

As mentioned previously, the user may wish to process this batch immediately. To do so, click Yes. This will, for example, update the milestone for the batch to Draft Complete.

If the batch will be processed at a different time, click No. The next step documents a batch that was NOT processed immediately, but that the user returned to at a later time.

In the Request Batch screen, the user will see any batches that are assigned to the selected Assigned To user. To view batches that are complete, the checkbox to Include Completed Request Batch should be checked. The default is for the grid to display only batches that have not yet been completed.

To complete a Request Batch, click the Bulk Activity button (1) next to the appropriate batch.

All requests in that batch will be displayed. All requests will, by default, be checked to update. If you wish, you may uncheck any requests that should not be updated. Click Process.

In order to have the batch removed from the grid, the user must check the Done icon next to the batch. To view completed batches, check the Include Completed Request Batch checkbox.

After clicking the Done icon for the batch, you must confirm this by clicking Yes on the Request Batch Done form.