Reference Materials/LIMS-plus IMUA/LIMS-plus IMUA Knowledge base
How do I Assign Requests in Batch?
Melissa Seccariccia
posted this on August 03, 2011 12:16
Requests may be entered into the application and immediately assigned, or left unassigned for a period of time. Supervisors or other staff members with permission to assign requests, may wish to perform this process in a quick and efficient manner. This is called Assigning Requests in Batch.
From the Main Menu
Select Assign Request for Analysis from the Analysis Menu.
From the Assign Request Form
The user is able to see all cases that are currently in progress. The grid shows the Case Number, Request Number, Service Name, the user to whom the analysis is currently assigned, and the Status.
To assign one or more analysis request, check the box(es) next to the Case Number (1). To check or uncheck all boxes at once, the box in the header row can be used. Then click the Assign button (2).
Only requests that are Unassigned may be Assigned. If you wish to re-assign a request, first check the box(es) for the services you wish to un-assign and then select Unassign (3). You may then follow the above instructions to Assign the request.
Assign Requests
To assign the request to a user or group, check the box next to the user name or group name. You can also view all the current assignments for each user by clicking on the '+' sign next to the user/group name. Click Save.
Note: Only those staff members, or groups, who have the proper permissions to perform analysis on the selected requests will appear in the list for selection.
Notification by Email
If the Notification is a part of the request workflow when requests are assigned, an email will be sent to the Assigned user. The email is configurable within System Administration, so the above is only an example.