Maintain line of business

Use this activity to create a line of business.

Activity Steps

1. Access the CCLOFB—Line of Business application from the main menu or quick launch to display the CCLOFB—Search Line of Business screen.
2. Click New to display the CCLOFB—Line of Business Detail screen.
3. Select the Line of Business Code.
4. Click Submit.

   The line of business is created.

To search for lines of business:

1. Access the CCLOFB—Line of Business application from the main menu or quick launch to display the CCLOFB—Search Line of Business screen.

2. Enter the relevant search criteria and click Search to display the lines of business that match the criteria.

   Note: All codes, enumerations and Job Name fields are case-sensitive for searching.

To export lines of business to a report:

1. Search for lines of business.
2. Select the check box in the first column of each line of business to be included in the report, or leave all lines of business unselected to include all lines of business in the report.
3. Click Export to report on the grid to generate the grid report document.

   Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

   During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To create a line of business:

1. Access the CCLOFB—Line of Business application from the main menu or quick launch to display the CCLOFB—Search Line of Business screen.
2. Click New to display the CCLOFB—Line of Business Detail screen.
3. Select a mandatory Organisation Code to link the laboratory to the organisation.
4. Enter a mandatory Laboratory Code.
5. Select the Laboratory Type—External or Instance
6. Click Submit.

To create a line of business from an existing line of business:

1. Search for lines of business.

2. Open the line of business to display the CCLOFB—Search Line of Business screen.

3. Click Save As to open the Save As dialog box.

4. Enter the Line of Business Code for the new line of business.

5. Click OK to create and open the new line of business in the CCLOFB—Line of Business Detail screen.
6. Update the details, as required.
7. Click Submit.

To update a line of business:

1. Search for lines of business.

2. Open the line of business to display the CCLOFB—Line of Business Detail screen.

3. Update the fields, as required.

   Note: The Organisation Code, Laboratory Code and Laboratory Type fields cannot be updated.

4. To upload a logo:

   1. Click the Open Folder icon next to Logo.
   2. Locate the file.
   3. Click Open.

5. To remove a logo:

   1. Click X next to Logo.

6. To upload a document file:

   1. Click the Open Folder icon next to Document.
   2. Locate the file.
   3. Click Open.

7. To remove a document file:

   1. Click X next to Document.
8. Click Submit.

To delete a line of business:

1. Search for lines of business.

2. Open, the laboratory to display the CCLOFB—Line of Business Detail screen.

3. Click Delete to display the Confirm Delete dialog box.
4. Click Confirm.