Logilab ELN - Register Sheet Orders

The Sheet Orders screen enables you to register orders to be processed. The orders shall be registered for the following:

ELN Order: Orders shall be registered for tests, templates and analysis created in Logilab ELN.

Research Order: Registering an order with this option enables the user to redesign / add or modify fields in the lab sheet during order processing.

Excel Orders: Registering orders with this option will enable the user to import Excel sheets during order processing.

Sheet Validation: Sheets that are designed/created are evaluated if they are working properly.

To register ELN Order, follow these steps:

On the main menu, click and then click Sheet Orders. The Sheet Orders screen appears as shown in the figure:

FIGURE: Sheet Orders Screen

The Sheet Orders screen consists of the following predefined folders.

Pending Orders: Contains list of orders registered and pending to process in each order type.
Completed Orders: Contains completed and approved orders.
Assigned Orders: Orders you assigned to other users appear here. These orders will not have workflow steps. The user to whom you assigned the order will complete this order or in their absence, you, the owner who assigned the order shall complete the order. These orders are visible only to you, the user to whom you assigned the order.
My Orders: Orders assigned to you by other users appear here. These orders will not have workflow steps. You can complete these orders or the user who assigned the order to you can complete the order. These orders are visible only to you and the user who assigned the order to you.
Shared Orders: List of orders shared by you to other users and list of orders shared to you by other users appear here.
Projects: For each entry in the Project master, a new folder is created inside the Projectspredefined folders.

When you select Project in the Create Order screen, the order is created inside the specified project folder as shown in the figure:

FIGURE: Order Created Inside Projects Folder

If you select Sample, then the order is created inside the specified sample folder.

1.1.1 Filter by Date

You can filter orders based on a selected date. To do so, follow these steps:

Click. The filter dialog appears. In the filter dialog, click Calendar. The calendar appears as shown in the figure:

FIGURE: Filter by Date

Select a date to filter orders. You can see orders fetched for the selected date.

1.1.2 Filter by Date Range, Task and Project

To search orders based on a specific period, task, project and search key, follow these steps:

Click. The filter dialog appears. In the filter dialog, click Date Range.
Select Filter from and Filter To dates to specify the duration for which the records will be fetched.
To narrow the search, select Task , Project and Search By

In the Search By field select Keyword . The Keyword field appears. Type the key word to search orders based on the given keyword.
In the Search By field select Search Content. The Search Content field appears. Type the content to search orders based on the given content.

Records are fetched for the selected task, project and search by fields and for the selected date range as shown in the figure:

FIGURE: Filter by Date Range

1.1.3 Creating New Folder

You can create your own folder and sub folders in ELN.

To create a new folder, follow these steps:

On the Sheet Ordersscreen, click New Folder. The Create New Folder dialog appears as shown in the figure:

FIGURE: Create New Folder Dialog 1

In the Enter new name for the file field, type a name for the folder you want to create.
Set the folder visibility to Site/ Only me / Project Team.
Click Add. The following dialog appears:

FIGURE: Create New Folder Dialog 2

Click YES. The new folder is created and appears as shown in the figure: You can also create subfolders inside the user defined folder as shown in the figure:

FIGURE: User Defined Folder and Sub Folder Created

Inside the user defined folder, you can upload files and attachments. Select the folder and then click Upload to upload files.

1.1.4 Change Views

Logilab ELN allows you to change views between Grid and List.

By default, the folder / grid view appears. If you want to switch to the List view, then click. The List View appears as shown in the figure:

FIGURE: Changing Views: Grid View / List View

1.1.5 Add More Fields to the Grid/List

Logilab ELN allows you to add more fields to the grid/list in the Sheet Order screen.

By default, the Order ID, Date Created, Task and Action fields appear. If you want to add more fields, click and then click to check the fields to add as shown in the figure:

FIGURE: Adding More Fields to the Grid/List

You cannot remove default fields.

1.1.6 Sort by Selected Field/Column

Logilab ELN allows you to sort records based on a selected field in the Sheet Order screen.

To sort records, click and then select a field as shown in the figure:

FIGURE: Sorting Records by selected Field

The order records are sorted based on the selected field.

You can also use to sort records in ascending / descending order.

1.1.7 Upload Files

Logilab ELN enables you to upload files to user defined folders/dynamic folders.

Note:You cannot upload files to default / system folders.

To upload a file, follow these steps:

Go to the user defined folder where you want to upload files and then click Upload as shown in the figure:

FIGURE: Uploading Files to the User Defined Folders

The Upload Files dialog appears as shown in the above figure.

Click Select Files, in the Open dialog navigate and choose the file to upload and then click Open.
The selected file will be uploaded. Once done, on the Upload File dialog, click done. The file is uploaded and appears as shown in the figure:

FIGURE: Upload Files Dialog

If required, you can click that appears next to the file uploaded to remove the attached file.

Click Done. The file is uploaded to the selected user defined folder and appears as shown in the figure:

FIGURE: File Uploaded

1.1.8 Move or Delete a File / Folder

Right-click a file or folder and then click Move to move a folder. The Move dialog appears as shown in the figure:

FIGURE: Move Dialog

The dialog displays the user defined folders. Select a folder to move the selected file/folder and then click MOVE. The file/folder is moved to the selected destination folder.
Right-click a file/folder and then click delete to delete the file/folder.

1.1.9 Move or Delete Multiple Files / Folders / Orders

Logilab ELN enables you to move multiple files / folders /orders from user defined folders to other user defined folders.

Note: You cannot move files/folders/orders from and to default folders.

To move multiple files, follow these steps:

Go to the user defined folder where you want to select files to move.
Click and then click Select Files as shown in the figure:

FIGURE: Uploading Files to the User Defined Folders

You can see a check box appears in every file to select. Click to select the files to move / delete as shown in the figure:

FIGURE: Selecting Files to Move / Delete

Note:

If you have selected Select Folders, the folders will appear with check boxes to select.

If you have selected Orders, the orders will appear with check boxes to select.

Click Delete to delete selected files if required.
Click Move to move the selected files. The Move dialog appears as shown in the figure:

FIGURE: Move Dialog

The dialog displays the user defined folders. Select a folder to move the selected files and then click MOVE. The files are moved to the selected destination folder and appears as shown in the figure:

FIGURE: Moved Files in the Destination Folder

1.1.10 Register Sheet Order

To register a sheet order, follow these steps:

On the Sheet Ordersscreen, click Register. The Create Order dialog appears as shown in the figure:

FIGURE: Create Order Dialog

Under Order Type , select the order type. If you want to register an ELN order, then select ELN Order with Template.
In the Task field, select the task.
In the Select Sheet Template field, sheet templates mapped with the task appear. Select the template.
In the Select a Material field, select the material for the task.
Under Order Visibility , set the order visibility to Site/ Only me / Project Team .
In the Select a Project field, select the project. Based on the selected project, the project team workflow user list appears. The sheet will pass through the workflow steps and the respective user must approve the sheet in each step.
In the Sample field, select the sample for the task.
In the Assign To field, select Order Workflow / User for the order. If you select Order Workflow, then the order will pass through the workflow defined. If you select User, then you must select the user to assign the order.
In the Key Word field, type a keyword for the order you want to register.
Under Save Within , you can see user defined folders if any. Click to select the folder to store the order.
Click REGISTER . The order is registered and the same appears in the folders Pending Orders >>ELN Orders folders as shown in the figure: