Difference between revisions of "Order Entry Help"

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(Created page with "== '''Create a batch''' == * Navigate to '''Batches -> New Batch''' ''Note: Genotyping Orders can be created only if study exists'' * Click on the link "New Order" in the tabl...")
 
(Removed bolded titles and added photo constraints)
 
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== '''Create a batch''' ==
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== Step 1: Create a batch ==
 
* Navigate to '''Batches -> New Batch'''
 
* Navigate to '''Batches -> New Batch'''
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''Note: Genotyping Orders can be created only if study exists''
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* Click on the link "New Order" in the table for the study for which a batch is to be created.
 
* Click on the link "New Order" in the table for the study for which a batch is to be created.
  
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[[File:dna_order_1.png]]
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[[File:dna_order_1.png|700px]]
 
   
 
   
 
* Select the type of order to be placed with the help of 2 radio buttons for “ABI -3730 Platform” or “Illumina Genome Analyzer” platform.
 
* Select the type of order to be placed with the help of 2 radio buttons for “ABI -3730 Platform” or “Illumina Genome Analyzer” platform.
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''For Ordering Services on "ABI-3730 Platform", follow the below steps''
 
''For Ordering Services on "ABI-3730 Platform", follow the below steps''
  
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[[File:dna_order_2.png]]
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[[File:dna_order_2.png|700px]]
 +
 
 +
== Step 2: Batch Definition ==
  
 
* Provide the batch details in the “Batch Definition” page. Provide the batch name, and Sample Type. Say, Batch Name is “Seq_Batch_1” and Sample Type “is “DNA” from the drop-down.  
 
* Provide the batch details in the “Batch Definition” page. Provide the batch name, and Sample Type. Say, Batch Name is “Seq_Batch_1” and Sample Type “is “DNA” from the drop-down.  
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* '''DNA Plate Submission:''' Click 'Download Template' and save the Excel template to your computer.
 
* '''DNA Plate Submission:''' Click 'Download Template' and save the Excel template to your computer.
  
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[[File:dna_order_3.png]]
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[[File:dna_order_3.png|700px]]
  
 
* Fill in the details in file.
 
* Fill in the details in file.
  
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[[File:dna_order_4.png]]
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[[File:dna_order_4.png|700px]]
  
 
* Example sample excel file
 
* Example sample excel file
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** All Other fields are optional but it is recommended that you take the time to fill out these fields now so that they are pre-filled during the following steps.  <br />
 
** All Other fields are optional but it is recommended that you take the time to fill out these fields now so that they are pre-filled during the following steps.  <br />
 
** Return to the GIGPAD browser window and click ‘Upload’.
 
** Return to the GIGPAD browser window and click ‘Upload’.
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[[File:dna_order_5.png]]
 
  
 
* To upload DNA sample file for new batch:
 
* To upload DNA sample file for new batch:
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** Click ‘Browse’, a dialog should appear, navigate to the location where the excel sheet you just created is stored.  Select the file.
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** Click ''Upload...'', a dialog should appear, navigate to the location where the excel sheet you just created is stored.  Select the file.
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** Click ‘Upload Files’.<br />
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** Click ‘OK' to upload.<br />
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** Once upload is done, the number of samples should appear in the ‘Number of Samples’ text box<br />
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** Once upload is done, the File Name and File Size should be displayed in the Sample Input Files box<br />
 
** Click on “Next Step (Sample Description)”. <br />
 
** Click on “Next Step (Sample Description)”. <br />
  
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[[File:dna_order_6.png]]
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== Step 3: Select Services ==
  
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''Note: If you filled out the fields in the excel sheet all these fields should be pre-filled.  You can edit the values on this screen''
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''Select the service to be performed on your samples from this drop down''
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* "Sample Description" screen is displayed.
 
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** Edit the sample name
 
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** Edit quantity values for individual samples or use the drop down to change the unit of measurement
 
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** Edit concentration values for individual samples or use the drop down to change the unit of measurement.
 
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** Edit volumes for individual samples or use the drop down to change the unit of measurement
 
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** Once data for all samples has been configured to your liking, click ''Next Step(Sample Annotation)''.
 
  
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[[File:dna_order_7.png]]
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[[File:dna_order_10.png|700px]]
  
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* Provide "Sample Annotation" details if required and click on ''Next Step(Sample Containers)''
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* Provide the "Billing Information" and click on ''Next Step(Review Order) >>'' to proceed
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** Use the speed annotation tool to annotate multiple samples at once.  Select annotations from the drop down boxes, and then select the samples in the text box, which the annotations should be applied to, and press ‘Assign To Selected’.  Or simple press ‘Assign To All’.
 
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** If you require more annotation fields use this drop down.  There are default annotations listed.  There is also an option for custom annotation fields.
 
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** Annotations can be individually set here.
 
  
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[[File:dna_order_8.png]]
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== Step 4: Billing Information ==
  
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''Note: If you filled out the well fields in the excel sheet all these fields should be prefilled. If you wish, you can use this screen to edit any values.''
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* This is an invoice payment option. If you would like to have an invoice sent to the selected recipient, simply enter in a percentage of the total bill you would like to allocate.
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* "Sample Containers" screen is displayed.
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** Select the PeopleSoft number you will be billing your services to.
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** Select the way in which samples will be sent the center
 
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** If you wish to send samples on multiple 384 well plates, enter an name for the plate and click 'Add'
 
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** You can individually edit sample locations here
 
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** Once you are satisfied with your container configuration click ''Next Step(Select Services)''
 
  
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[[File:dna_order_9.png]]
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[[File:dna_order_11.png|700px]]
  
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* Provide services details and click on ''Next Step(Billing Information) >>''
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== Step 5: Review and Create Order ==
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''Select the service to be performed on your samples from this drop down''
 
  
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[[File:dna_order_10.png]]
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[[File:review_order.png|700px]]
  
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* Provide the "Billing Information" and click on ''Next Step(Review Order) >>'' to proceed
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* Review your order. If you are satisfied with your order click 'Submit' otherwise the 'Previous' button to go back and edit your order. Or use 'Save and Finish Later' to return to your order at a later time (Your order will be saved in the browse window).
 +
* Click on ''Submit Order>>'' for order submission.
  
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** This is an invoice payment option. If you would like to have an invoice sent to the selected recipient, simply enter in a percentage of the total bill you would like to allocate.
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== Step 6: Order Confirmation ==
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** Select the PeopleSoft number you will be billing your services to.
 
  
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[[File:dna_order_11.png]]
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[[File:dna_order_12.png|700px]]
  
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* Review your order. If you are satisfied with your order click 'Submit' otherwise the 'Previous' button to go back and edit your order. Or use 'Save and Finish Later' to return to your order at a later time (Your order will be saved in the browse window).
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* Click on the link "here", to generate a printer-friendly version of the order confirmation.  
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* Click on ''Submit Order>>'' for order submission.
 
  
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[[File:dna_order_12.png]]
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[[File:dna_order_13.png|700px]]
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* Click on the link "here", to generate a printer-friendly version of the order confirmation.
 
  
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[[File:dna_order_12.png]]
 
 
* Print the order confirmation
 
* Print the order confirmation

Latest revision as of 19:51, 27 September 2016

Step 1: Create a batch

  • Navigate to Batches -> New Batch
  • Click on the link "New Order" in the table for the study for which a batch is to be created.

Dna order 1.png

  • Select the type of order to be placed with the help of 2 radio buttons for “ABI -3730 Platform” or “Illumina Genome Analyzer” platform.

For Ordering Services on "ABI-3730 Platform", follow the below steps

Dna order 2.png

Step 2: Batch Definition

  • Provide the batch details in the “Batch Definition” page. Provide the batch name, and Sample Type. Say, Batch Name is “Seq_Batch_1” and Sample Type “is “DNA” from the drop-down.
  • DNA Plate Submission: Click 'Download Template' and save the Excel template to your computer.

Dna order 3.png

  • Fill in the details in file.

Dna order 4.png

  • Example sample excel file
    • To fill out this excel sheet with information regarding the samples that you will be submitting
    • ‘Sample Identifier’ must be unique. Sample identifier should only contain numbers, letters, dash, underscore, parentheses, period, and space
    • ‘Plate Label’ should be the same for all samples being submitted on the same plate. If samples are in tubes, each tube label must be unique.
    • Fill in the ‘Well’ column only if you are submitting a plate
    • If you wish to add annotation fields you can do so under the ‘Add additional annotation columns here’ heading.
    • All Other fields are optional but it is recommended that you take the time to fill out these fields now so that they are pre-filled during the following steps.
    • Return to the GIGPAD browser window and click ‘Upload’.
  • To upload DNA sample file for new batch:
    • Click Upload..., a dialog should appear, navigate to the location where the excel sheet you just created is stored. Select the file.
    • Click ‘OK' to upload.
    • Once upload is done, the File Name and File Size should be displayed in the Sample Input Files box
    • Click on “Next Step (Sample Description)”.

Step 3: Select Services

Select the service to be performed on your samples from this drop down

Dna order 10.png

  • Provide the "Billing Information" and click on Next Step(Review Order) >> to proceed

Step 4: Billing Information

  • This is an invoice payment option. If you would like to have an invoice sent to the selected recipient, simply enter in a percentage of the total bill you would like to allocate.
    • Select the PeopleSoft number you will be billing your services to.

Dna order 11.png

Step 5: Review and Create Order

Review order.png

  • Review your order. If you are satisfied with your order click 'Submit' otherwise the 'Previous' button to go back and edit your order. Or use 'Save and Finish Later' to return to your order at a later time (Your order will be saved in the browse window).
  • Click on Submit Order>> for order submission.

Step 6: Order Confirmation

Dna order 12.png

  • Click on the link "here", to generate a printer-friendly version of the order confirmation.

Dna order 13.png

  • Print the order confirmation
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