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How do I add a Staff Member in LIMS-plus v5?

Staff Members can be added and provided with accounts so that they can use LIMS-plus v5. Once a Staff Member has been added, they will need to be given one or more security roles.

Access the List of Staff Members

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Open the Admin menu and select Staff. There is a submenu with additional options, but only the Staff menu item is needed at this time.

Add a New Staff Member

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Click the Add Staff Member button. To see the list of all staff members, including inactive staff members, remove the checkmark from the Active Only checkbox.

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Add at least a Last Name (1) for the staff member.

Signature, initial and profile photo images can be added in the Attachments section (2). Click on the Add button at the bottom of each of these items, browse for the image file, and click Upload.

NOTE: If the staff member will be an iPreLog or iResults regular or administrative user, a correct email address should be entered in the Email field on this screen. Users cannot reset iPreLog or iResults passwords using email if there is no email address stored here. Please see the Create an iPreLog and/or iResults Login Account section below for more information.

Click Save when finished, or select another tab to continue.

Add Address Information (Optional)

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Address information for the new staff member can be added in the Address tab section of the Add Staff Member window. Click Save when finished or select another tab to continue.

Create a Login Account for the Staff Member

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The staff member's login credentials are entered in the Login tab in the Add Staff Member window. The Login ID, Password (and Retype Password), Pin (and Retype Pin) fields are required. Certification Statements can be added by clicking on the gray ellipsis area on the right side of the Certification Statement text box. To generate a new barcode for the staff member, register an existing barcode, or print the staff member's barcode, click the Create Barcode button. Click Save when finished or select another tab to continue.

Create an iPreLog and/or iResults Login Account

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iPreLog and iResults are applications that can be used with LIMS-plus v5. (Note:  Early versions of LIMS-plus v5 may not have these options.) LIMS-plus v5 users can also use iPreLog and iResults with their LIMS-plus v5 username and password, if the correct checkboxes are selected on the LIMS-plus v5 Login tab in the Add Staff Member (or Edit Staff) window.

To set a user as a regular iPreLog and/or iResults user with no administrative functions, place a checkmark in the checkboxes for iPreLog User and/or iResults User.

If the user will be an iPreLog or iResults Lab Staff Administrator, place a checkmark in the checkboxes for iPreLog Administrator or iResults Administrator.

NOTE: If iPreLog or iResults uses email to reset user passwords, a correct email address must be entered in the Email field on the Personal Info tab section of the Add Staff Member or Edit Staff window. Users without email addresses listed with their account information will be unable to reset iPreLog or iResults passwords using their email addresses.

Set User Preferences

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To set preferences such as display name and preferred language, time zone, color theme and date/time format for the staff member, click the Preferences tab in the Add Staff Member window.

Note: Placing a checkmark in the Show Incomplete Case checkbox will allow users to see on their Open Case dashboard a list of incomplete cases. This is helpful especially when a user's computer crashes or if the user's login session times out before the entry can be submitted. Users are able to click on the date and time of the incomplete case and continue entering information. If the checkbox is not checked, incomplete cases will not be listed.

Click Save when finished or select another tab to continue.

View Training Records

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Training Records for each staff member can be viewed in the Training Records tab, but no Training Records will appear in this tab while the staff member is being added. Instead, Training Records will be listed (if any exist) when editing an existing staff member's information. Click Save when finished or select another tab to continue.

Adding Security Roles

After saving the Staff Member information, a pop-up window may appear asking if the user wants to add Security Roles for this Staff Member. Please see the topic about Changing a Staff Member's Security Roles for more information.

Edit Information for Existing Staff Members

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To edit the information for an existing staff member, left-click on the staff member's name in the grid list and select Edit Staff.

Deactivate Staff

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To deactivate a staff member, left-click on the staff member's name in the grid list and select Deactivate Staff. Click Yes in the Confirm Deactivate box. Of note, deactivated staff members will not appear in the grid list unless there is no checkmark in the Active Only checkbox on the Staff Member screen.

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