Add the Customer Sample Registration Entry to the Job Record Module

Interactive Tour: 

Add the Customer Sample Registration Entry to the Job Record Module

Guide: Add the Customer Sample Registration Entry to the Job Record Module (36 Steps)

Step 1: Click 'Customer Management'

Click 'Customer Management'

Step 2: Click 'Customer Sample Registration'

Click 'Customer Sample Registration'

Step 3: Navigate to and click on the 'Verified' Listing

Step 4: Enter the 'Company Name/Personal Full Name' field to search

Enter the 'Company Name/Personal Full Name' field to search

Step 5: Navigate to and click on the 'View'

Navigate to and click on the 'View'

Step 6: Click the 'Add to Job Record' button, and then a page 'Add to Job Record' will pop up

Step 7: Enter the KAS Reference ID in the 'KAS Reference#' field in the pop-up page

The selected KAS Reference# should match the newly created Job Record Entry's KAS Reference ID. This Job Record Entry is purposefully made to match the new Customer Sample Registration Record, as a new Customer Sample Registration Record will be added to the Job Record Module. You will see the Customer name auto-filled upon selection of the KAS Reference ID.

Enter the KAS Reference ID in the 'KAS Reference#' field in the pop-up page

Step 8: Click the 'OK' button to confirm the submission

Step 9: Click 'LIMS'

Step 10: Click 'LIMS - Sample Activities'

Step 11: Click 'Job Records'

Step 12: Navigate to and click the 'Draft' Listing

Step 13: Enter the KAS Reference ID in the 'KAS Reference#' field to find the matching KAS Reference ID assigned to the Customer Sample Registration Record just now.