Logilab ELN - Process Sheet Order 

Once an order is registered, the registered orders appear in the Pending Orders folder. You can process an order. When you open the order for processing, the results from the instrument are captured and appear on the sheet. You can review results, calculations etc. and approve/reject the task. When approved the task goes to the next step in the workflow. The rejected task goes to the previous step in the workflow for corrections.

When the task is in the final step of the workflow, you can complete the task.

To process order, follow these steps:

1. On the Sheet Ordersscreen, select an order; click PROCESS ORDER that appears in the Action column of the order as shown in the figure:

FIGURE: Processing Order 1

The lab sheet mapped to the order appears as shown in the figure:

FIGURE: Processing Order 2

You can see the Order ID and Task Name appear. The sheet is automatically locked for processing.

1. Review test results, data, calculations etc. in the sheet.
2. In the workflow stage field select Approveto approve. The approved task goes to the next step in the workflow. For example, in the Initiate field, select Approve.
3. In the workflow stage field select Rejectto return the task. The rejected task goes to the previous step in the workflow. For example, in the Initiate field, select reject.
4. When the task comes to the last step in the workflow, you can see the option Click to complete the test/task. The completed tasks appear in the Completed Orders folder.
5. Click SUBMIT.

Based on the workflow, the approved task goes to the next step. The rejected task goes to the previous step for correction.

• Click to view full screen.
• Click to the order processing screen. If you close without saving, the following dialog appears:

• Click SAVEto save the order.
• Click DISCARDto close the sheet without saving the changes.
• Click CANCELto cancel the closed operation.

1.1.1 Compare Versions

When you process the sheet orders, you can compare versions by clicking Compare Versions option as shown in the figure:

FIGURE: Using the Compare Versions Options

The Compare Versions screen appears as shown in the figure:

FIGURE: Compare Versions Screen

You can view the difference/changes between the selected versions highlighted in pink as shown in the above figure.

1.1.2 Share Order with Other Users

To share the order with other users, follow these steps:

1. While processing the order, click. The Share with Other Usersdialog appears as shown in the figure:

FIGURE: Share Order with Other Users

6. In the ELN Unique ID field, type the unique id of the user you want to share the order with.
7. You can grant the user read only or read and write access: select Read or Read/Write.
8. Click SHARE.

Note:  Alternatively, you can click that  appears on the order record in the Sheet Orders screen to share with other users.

9. The order will be shared with the selected user and the order appears in their Shared Orders>>Orders to Me

1.1.3 Upload Attachment

Click to attach files to the order. In the dialog, select file size option, click Choose File to attach files and then click Upload  as shown in the figure:

FIGURE: Attaching Files to the Order

1.1.4 View Version History, Transaction History and Workflow History

Clickto view version history, transaction history and workflow history of the order as shown in the figure:

FIGURE: View Order History

1.1.5 View Order Audit History

Click to view audit history of the order as shown in the figure:

FIGURE: Order Audit History Dialog

1.1.5.1 Cell Level Audit

ELN captures cell level change history. Even if you edit / change value in a cell and do not save the change, the change is logged in ELN and the same appears in the Order Audit History dialog.

1.1.6 Copy Link

Click to copy the order link as shown in the figure and paste in the lab sheet/browser to open the order:

FIGURE: Copy Link

When you open the link in a new tab, the following dialog appears for authentication:

FIGURE: Copy Link Authentication

Type valid Username  and Password  and then click Login. The order opens as shown in the figure:

FIGURE: Order Opened in New Tab

1.1.7 View Transaction History

Click to view version history, transaction history and workflow history of the order as show in the figure:

FIGURE: Viewing Transaction History and Workflow History

Alternatively, you can clickthat appears inside the lab sheet to view history of the order.

1.1.8 ELN Task Order

After registering the ELN Task Order, in the Pending Orders tab, click PROCESS ORDER that appears near the ELN Task Order you want to process as shown in the figure:

FIGURE: Processing ELN Task Order

The lab sheet attached to the order opens in Excel.

You cannot edit the sheet that is in the Completed/Approved state. But still, you can use the link, export and chart options:

- Link with other lab sheets

- Export lab sheet

- Add chart to the sheet

Decrease Decimal

Increase Decimal

1.1.9 Research Activity Order

When you register a Research Activity Order for the first time, once you select the task, the sheets attached to the task are listed.  You can select the Default Template  option when the predefined template is not available.

After registering the research activity order, in the Pending Orders folder or in the user defined folder, click PROCESS ORDER that appears in the research activity order you want to process as shown in the figure:

FIGURE: Processing Research Activity Order 1

The lab sheet attached to the order opens in Excel as shown in the figure:

FIGURE: Processing Research Activity Order 2

You can do the following in the Excel while processing the Research Activity Order:

1.1.9.1 Add / edit / remove fields in the lab sheet.

1. Click. The screen appears as shown in the figure:

FIGURE: Show Designer

10. In the left panel, you can see the list of fields as you see in the lab sheet. Add / edit / remove fields in the sheet dynamically as required.
11. Click to hide the designer (left panel).

1.1.10 Excel Orders

Excel orders allow the user to open a lab sheet while processing.

1. After registering the Excel order, in the Pending Orders >>Excel Orders folder or in the user defined folder, click PROCESS ORDER that appears in the Manage Excel order you want to process as shown in the figure:

FIGURE: Processing Manage Excel Order 1

The new template opens in Excel as shown in the figure:

FIGURE: Processing Manage Excel Order 2

12. Click, in the File Open dialog, locate the lab sheet and then click Open . The lab sheet opens as shown in the figure:

FIGURE: Processing Manage Excel Order 3

Now you can process the lab sheet as you process the ELN order.

1.1.11 Sheet Validation

Sheet validation order is registered only for sheets that are in-progress state. Sheet validation is done to evaluate the sheet or to test / check the status of the sheet.

After registering the Sheet Evaluation order, in the Pending Orders >>Sheet Validation folder, click PROCESS ORDER that appears in the Sheet Evaluation order you want to process as shown in the figure:

FIGURE: Processing Sheet Validation Order 1

The order opens as shown in the figure for processing:

FIGURE: Processing Sheet Validation Order 2