Maintain client projects

To search for projects associated with the client:

  1. Use the Maintain clients activity to update the client and open the ClientEdit Form.
  2. Select the Details tab and select the Projects node in the Folder Items list.

To create a project:

  1. Click New to display the AddNew form.
  2. Enter the New code.
  3. Click OK to create the project and open the ClientProjectEdit Form to update the project details, as required, or click Cancel to not proceed.

To review a project:

  1. Double-click a Project Code to open the ClientProjectEdit Form.

To update a project:

  1. Double-click a Project Code to open the ClientProjectEdit Form.
  2. Enter the Project description.
  3. Select the Contact code.
  4. Click ... to locate and upload a Notes file for the project. Notes files are typically located in the folder defined by the NotesFile GLOBAL setting.
  5. Click Save to close the form and save the changes, or click Close to close the form.

To deactivate the project in the system:

  1. Check the Disabled check box.

To enter custom details for a project:

  1. Where the LIMS is configured to allow for the entry of custom details for the client project, click User Screen in the main menu to open the custom form to update the custom details, as required.

To delete a project:

  1. Click Delete.