Create a job from scratch

  1. Click Jobs in the CCLAS EL menu or run the Profile.exe application in the Exe folder to display the PROFILE—Profile Form.

  2. Click New to display the PROFILE—JobAddNew Form.
  3. Select the Add new tab. The laboratory code of the client and the client code display in the first two columns of the Client grid. The LIMS may be configured to display other client and project details in subsequent columns.
  4. Where the LIMS is configured to return clients to the Client grid based on criteria:
    1. The query form contained in the script displays at the bottom of the screen.
    2. Enter the criteria and click Query to return clients based on the criteria.
  5. Where the LIMS is not configured to return clients to the Client grid based on criteria:
    1. Enter a search string in the field that matches one or more client codes, using the percent sign (%) as a wildcard, and click the F2 function key to open the client lookup form to display matching client codes from all laboratories, including clients that are disabled, and double-click the required client code.
  6. Select the Client code from the Client grid to display projects associated with the client.
  7. Select the Project code from the Project grid, where required.
  8. To manually enter a Job number:
    1. Enter the Job number. Note that the LIMS may be configured to limit acceptable characters for job numbers..
  9. To return the next Job number in a particular sequence:
    1. Click ... and select one of the pre-configured JOB Number Sequences.
  10. Select the Notes tab to view Client notes and Project notes.
  11. Click OK to create the job and open the PROFILE—JobEdit Form to update the job details, as required, or click Cancel to not proceed.