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

Laboratory staff or supervisors may need to assign Technical Reviews to other Staff Members or groups in an efficient manner. This feature will allow them to do that, and will automatically notify the Staff Member(s) to whom the Technical Review is assigned.

The Tech Reviewed Milestone

The purpose of the Tech Reviewed Milestone is to allow the user to indicate that he or she has peer reviewed the technical results of the analyses.

A user cannot set the Tech Reviewed Milestone on a Request to which he or she is assigned.

When a user is assigned to a Tech Review, the Laboratory can have an e-mail sent to the assigned user or a notification printed for that user and the assignment will be automatically added to the user's Pending Tasks (My Assigned Tech Reviews) on the dashboard/home page. The assignment of a Tech Review does not prevent another user with appropriate permissions to technically review the Request.

The Lab can choose to allow users to skip the Technical Review or to require a Technical Review prior to an Administrative Review.

Once the user has completed the review, he or she has the choice to reject the findings or to set the Tech Reviewed milestone. If the Technical Reviewer finds a mistake in the results or the final report for a Request, he or she can select Reject Findings from the left-click menu of the specific Request.

Assign the Technical Review

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To see the list of unassigned Technical Reviews, first open the Analysis menu and select Assign Technical Review (1).

All cases currently awaiting Technical Review appear in the grid list. To filter the list of unassigned Requests, either click on the first number or letter in the Case Number as shown at the top of the list (2), or type some text in one of the filter boxes (3). To sort the list by Case Number, Request Number, Service Name, Assigned To or Status, click on the column title name (4).

To assign one or more Requests to a reviewer, place a checkmark in the checkboxes next to the case numbers (5) and click the Assign button (6).

Tech Review Request Assignment

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To assign the Technical Review to a user or group, check the box next to the user name or group name. The number in parenthesis after the user or group name is the number of tasks already assigned to that user or group.

Click Save when finished.

NOTE: Only those Staff Members, or groups, who have the proper permissions to Tech Review the selected Requests will appear in the list for selection.

Export or Print the List of Technical Reviews to be Assigned

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

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The list of Technical Reviews 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.

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