The purpose of the user guides is to guide web portal users as they navigate through the portal. This guide will provide instructions to users on registration.

1.1 Register User

Steps to Complete Registration

  1. Select "Create Account" button from top right of any page
  2. Complete all mandatory fields and select the next button
  3. Accept Terms and Conditions and submit
  4. Registration status is now pending approval and notification will be sent to the account approver.

Steps to Approve User Registration

  1. Once a user submits their registration, the assigned approver (Refer to the approval matrix to understand approver responsibility) will receive a notification via email
  2. As an approver, return to the portal
  3. Select "Sign In" from home screen
  4. Insert valid credentials then select "Login"
  5. Select "Approve Users" menu item:
    • Full Screen View:
    • iPad view:
  6. Locate created user in "Approve Users" table
  7. Select "Review" next to user
  8. Select "Yes" radio button from "Approve User" popup and save
    Note: If the save button is unavailable, please ensure "Yes" is selected
  9. Selected User is now approved and will now have access to complete training
    Note: Contact us can be found in the footer. This can be used if any additional help is needed

1.2 Complete Training

Once a site coordinator or research assistant user is approved, training is assigned to the user:

Steps to Complete Training

  1. Select "Sign In" on home screen
  2. Log in with the credentials of an approved user
  3. Select "Training" from the navigation bar:
  4. Training video is assigned to user. Select the video in the "To Do" tab to play the training video. Training video should be completed before proceeding to next step
    Note: Once training video is complete, training video will appear in the completed tab. User can access video here for reference
  5. Select "Quiz" tab to complete and submit training quiz
  6. After successful completion of the training quiz (passing score is 100%), user details are sent to LIMS admin. User will receive notification by email once LIMS ID is updated and registration is complete. This process may take up to 24 hours.
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