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Quote Process Flow

Managers Guide Quote System

Quotes will generally follow the process below: Creation - A quote is generated by the facilit...

Updated 2 years ago by Elliot Francis

Managing Existing Quotes

Managers Guide Quote System

Quote States Quotes may be in one of 6 states: Creating - All unsent quotes in the process of...

Updated 2 years ago by Elliot Francis

Creating a Quote

Managers Guide Quote System

To create a quote for a facility a user must be listed as a manager on that facility. Users may b...

Updated 2 years ago by Elliot Francis

Module Overview

Managers Guide Quote System

External users often have a need for a PDF quote for services prior to starting a project. Using ...

Updated 2 years ago by Elliot Francis

Creating a Data Collection Form

Managers Guide Data Collection Form Sub-system

Creating a new service A new service can be created by clicking the "Create New Service" button ...

Updated 2 years ago by Elliot Francis

Walkup Service Configuration

Managers Guide Managing Services

For services that are publicly accessible and do not need to be scheduled in advance the resource...

Updated 2 years ago by Elliot Francis

Webhook / Interlock Configuration

Managers Guide Managing Services

Overview Occasionally it can be desirable to trigger remote actions in response to actions that ...

Updated 2 years ago by Elliot Francis

Data Collection Form Config

Managers Guide Managing Services

Black Box Sample Processing (BBSP) services for the resource system represent an order for servic...

Updated 2 years ago by Elliot Francis

Black Box Sample Processing Service Config

Managers Guide Managing Services

Black Box Sample Processing (BBSP) services for the resource system represent an order for servic...

Updated 2 years ago by Elliot Francis

Order Form Service Configuration

Managers Guide Managing Services

Line Item services for the resource system represent an order for services that have an item quan...

Updated 2 years ago by Elliot Francis

Line Item Service Configuration

Managers Guide Managing Services

Line Item services for the resource system represent an order for services that have an item quan...

Updated 2 years ago by Elliot Francis

Scheduled Service Configuration

Managers Guide Managing Services

Scheduled services for the resource system represent an order for services that are intended to t...

Updated 2 years ago by Elliot Francis

Auditing Overview

Managers Guide Auditing Charges

Users added as auditors in the system can access the "Site Information Audit" interface to review...

Updated 2 years ago by Elliot Francis

Available Reports and Formats

Managers Guide Generating Reports

Formats Fixed Width Text File - Displayed as page CSV File - Downloaded as file Reports Li...

Updated 2 years ago by Elliot Francis

Newsletters

News

Subscribe! We send our newsletter (and some other Cell Imaging news) to subscribers to our email...

Reviewing Exisiting Orders

BOS User's Guide Orders

Updated 2 years ago by Megan Bowler

Submitting an Order

BOS User's Guide Orders

Updated 2 years ago by Megan Bowler

BOS Overview and General Navigation

BOS User's Guide

Landing Page Logging In To BOS BOS utilizes the University of Utah's Duo authentication for l...

Updated 2 years ago by Megan Bowler

User Profile

BOS Manager's Guide

Updated 2 years ago by Megan Bowler

BOS Session Configuration

BOS Manager's Guide

Updated 2 years ago by Megan Bowler