To add a new internal user to the PreLink V3 LIMS, follow the steps described below:


On the preLink menu bar, select "Administration > Stakeholders> Employees> > Employee Management".



The following screen will appear:

 


To add a new user/employee, click on “Add new record" (top left - beneath Search). 


The following screen will appear:
 


Enter the employee details and then click on “Insert"at the bottom.


The following tabs will appear on top:
 


Note: The above tabs will also be available when editing a user/employee profile. Click on "Edit" on the far right of a user/employee on the Employee Management list. 


Click on each tab and add the relevant information to the employee’s profile (use "Add new record" where applicable).

  • Email Address – Can link multiple Email address(es).
  • Address – Physically and/or postal address.
  • Phone – Telephone/cell-phone number(s) and/or any other contact numbers.
  • User  – To create Username, initial password & validation permissions.
  • Capture Stations – To give access to a specific site's capture stations.
  • Roles – Depending on job description, will determine LIMS roles/access levels.
  • Sign Off – Allow sign off.
  • Qualification – Expertise/education.
  • Medical Aid – Medical aid info.
  • Bank Account – Bank details for payment.

 

Though all tabs are important for setting up an employee account, the following sections need to be completed in order for the employee to log in to preLink and perform their role in the company/laboratory:


Select “User", to create the username and password, and other applicable info shown below.



Note: Don't forget to select the "Default Site:"


Next, select the "Capture Stations" tab, and assign stations where applicable using the single or double arrows to move stations across. NB. If the lab user does not have the image station for a specific site assigned, no permissions will be assigned to view request generated by the unassigned Image Station.
 


Next, select the "Roles" tab.
 


Click on "+ Add new record", select the relevant role(s), and click on "Insert” (shown below): 


 

Note: If the employee requires Sign Off permissions, also select the "Sign Off" tab and tick the relevant department checkboxes. 


The final step is to ask the employee to log in to preLink and test their new account.


To delete a user/employee:


Click on "Edit" on the far right of a user/employee on the list. 


Next, click on "Delete" at the bottom of the first tab, and click on "OK" in the pop-up confirmation window.