Order Entry Help

Step 1: 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 table for the study for which a batch is to be created.

• 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

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.

• Fill in the details in file.

• 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: Sample Description

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

• "Sample Description" screen is displayed.
  • Edit the sample name
  • Edit quantity values for individual samples or use the drop down to change the unit of measurement
  • Edit concentration values for individual samples or use the drop down to change the unit of measurement.
  • Edit volumes for individual samples or use the drop down to change the unit of measurement
  • Once data for all samples has been configured to your liking, click Next Step(Sample Annotation).

• Provide "Sample Annotation" details if required and click on Next Step(Sample Containers)
  • 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’.
  • If you require more annotation fields use this drop down. There are default annotations listed. There is also an option for custom annotation fields.
  • Annotations can be individually set here.

Step 4: Sample Annotation

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.

• "Sample Containers" screen is displayed.
  • Select the way in which samples will be sent the center
  • If you wish to send samples on multiple 384 well plates, enter an name for the plate and click 'Add'
  • You can individually edit sample locations here
  • Once you are satisfied with your container configuration click Next Step(Select Services)

Step 5: Sample Containers

• Provide services details and click on Next Step(Billing Information) >>

Step 6: Select Services

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

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

Step 7: 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.

• 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 8: Order Confirmation

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

• Print the order confirmation