Recently Updated Pages
Add User Permissions
When logged in as a manager for a group it is possible to grant other users various levels of acc...
Request Charge Account Access
All orders created in the resource management system require an account to be charged against eve...
Create a Line Item / Non-Scheduled Order
For groups that have a user facing order forms use the following steps to create a new order. ...
Create a Scheduled Event / Order
For groups that have a user facing order forms use the following steps to create a new order. ...
Editing News / Pinned News
News Items can be edited by clicking on the edit icon located next to the news title. Once e...
Creating News Items
To create a news item go to the Group for which the item is to be created. If you have manager pe...
Manage User Account Details
Users can manage their personal contact information, manage message/notification settings and set...
Create a Walkup Order/Event
Walkup services are instruments that are designed to be used for short durations as they are avai...
Create a Black Box Sample Processing Order
The Black Box Sample processing system uses an order wizard that will guide the user through the ...
Adding a line item order batch
For groups that need to add large numbers of line item orders there is a Batch Upload form availa...
Signature Blocks
Custom Data Forms can be used to collect approvals from anyone who has an email address. The emai...
Custom Form Configuration Overview
Custom data collection forms can be configured to collect any desired data including digital sign...
Excluding an order
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...
Altering an order
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...
Messaging Overview
The system messaging interface can be accessed by clicking on the top bar message button. The ...
List Invoices by Billing Month
Click on the "Invoices" button on the top bar Select the Month, Year, and group you want to lo...
Search for an Invoice
Click on the "Invoices" button on the top bar Select the type of search you want to use from t...
Approving an event order
Group managers can alter the billing status of individual events from the calendar event details ...
Batch approving orders
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...
Approving a single order
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...