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How do I assign Requests in a Batch in LIMS-plus v5?

Requests may be entered into LIMS-plus v5 and immediately assigned, or they can be left unassigned for a period of time. Supervisors or other Staff Members with permission to assign Requests may wish to assign multiple Requests in a quick and efficient manner. This is called Assigning Requests in Batch.

Access the Assign Request List

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To access the list of Requests to be assigned, open the Analysis menu and select Assign Request for Analysis.

Assign Requests

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To sort the list of unassigned Requests, either click on the first number or letter of the case number (1), or type some text into one of the column text boxes (2). Alternatively, click the column header (3) to sort by that criteria.

Only Requests that are unassigned can be assigned. To assign a Request, place a checkmark in one or more checkboxes (4) corresponding to the Requests that will be assigned to the same individual(s) or group(s), then click the Assign button (5).

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In the Assign Request window, place checkmarks in the checkboxes corresponding with the individual(s) or group(s) to whom the Request will be assigned. Click Save when finished.

Export or Print the List of Requests to be Assigned

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To export the list of Requests to be assigned to HTML or Excel, or to print the list, click on the Export icon.

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The list of Requests to be assigned will appear in HTML format on a separate web page. From there, click the Print button to print the list, or click the Export to Excel button to perform that task. If the Export to Excel feature is used and the user has Excel installed on the computer, there will be an option to open the list in Excel. Otherwise, the file can be saved as an XMLReport.csv file.

Notification by Email

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If Notification is part of the Request workflow when Requests are assigned, an email will be sent to the assigned user(s). The email is configurable within System Administration; the above image is only an example.

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