Request Forms: uploading requests with Custom template
HOW TO UPLOAD MULTIPLE REQUESTS with custom template
This section is personalised for customers who prefers to use a personalised request file template.
The function is available under REQUEST FORMS/ submenu is then particular to each customer
This area is only visible to users who have requested custom forms during the implementation project.
A specific page in this HelpCenter is also only visible to each Company users group that have requested the custom form.
These custom forms can be bypassed by integrating other systems such as ERP, LIMS that would directly feed the scheduling page.
Related Articles
How to upload multiple requests with Optima template
HOW TO UPLOAD MULTIPLE REQUESTS with Optima template The feature to upload requests with Optima template is available in the Scheduling page/ Features menu/ Upload requests/Optima requests The Optima Excel file can be downloaded in .csv and .xlsx ...
Setting the Requests Parameters
HOW TO SET THE REQUEST PARAMETERS The following sections take through the different steps for configuring Request Parameters. Request Priority This section takes into account the different Priority levels. The priority indicates the level of urgency ...
The Scheduling page
HOW TO USE THE SCHEDULING PAGE This section is the core page of Optima from which requests are ready to be scheduled by the engine. It is composed of 2 sections: Upper section with charts and Bottom section with the complete Requests list. How to ...
How to create a single request
How to create a single request To create a new single request, go directly to the Scheduling page / Features menu /Create Allows to create a single request manually. Fields marked with a red triangle are mandatory Other field might not be mandatory ...
Launching the Engine
HOW TO LAUNCH THE AUTOMATIC SCHEDULING As soon as the requests are loaded on the scheduling page, they are marked with the Status"NEW" in the status column. When the engine is launched , only the requests marked as Status "NEW" and selected are ...