Create order templates
Order templates help save time when you frequently receive similar orders for which the same core data fields are necessary.
To create a new order template, click on: Navigation bar Settings Order Templates.
Here, click Add new Order Template.
Add Order Template
- Name: Enter the name of the template.
- Status: Select the status of the template.
- Parent Template: If this template is based on another template, select the corresponding parent template here. If none is selected, this template will be taken as a new parent template.
- Project: Select the project to which this template will be assigned.
- Order Label: Enter a specific label for the order that will be based on this template.
- Order Request: Determine whether the activation of the order template should be done for DE or ENG customers in the customer zone.
- Add Attributes Add additional fields that should be included in the template.
After saving the order template, you can create orders with it (see instructions Create orders using templates).
Last change: 24.07.2025
Allgemeines
- Main menu
- Dashboard
- Backup / Data protection
- Version number of the Labordatenbank
- Supported browsers
- Activation of SSO in the Labordatenbank
- Print labels
- Automatic Labordatenbank validations
- Create/Edit/Delete Categories
- Status management
- SMTP Configuration
- Konfiguration SMTP via OAuth 2.0
- IT requirements for the use of the Labordatenbank
- Add Dashboard Widgets
Einführungsphase
- Labordatenbank introduction checklist
- Labordatenbank data structure
- Implementing the QM-Database
- configurable master data fields in the Labordatenbank
Auswertungen
- SQL JOINs
- SQL Basics
- Create SQL reports
- Parameter columns
- Variables in SQL reports
- Export SQL Reports
- Link Evaluations
- SQL report tables (SQL table and SQL bar chart)
- Save and Display MySQL Laboratory Database Backup Locally
Mitarbeiter
- Add employee
- Labordatenbank Login
- Change employee
- Change password
- Create task
- Access rights
- Employee groups
- Audit Trail: traceable documentation of all work
- Import employees
- Archive employees
- Tracking working hours
- activate Multi-Factor-Authentification (MFA) with TOTP
- activate a Security Key for the MFA
- Activation of Passkey
- Install TOTP App
- Edit Accessright
Aufträge
- Create Order
- Add an order using a template
- Equipment GPS location
- Add samples with an order template
- Add on-site inspection
- Delete order
- Scanning and sending documents to the Labordatenbank with QR
- Typical configurations
- Create order templates
- Create orders using templates
- Defining order access rights
- Order schedule
Proben
- Add samples
- Add multiple identical samples
- Enter values
- Enter identical values for multiple samples
- Edit samples as a group
- Sample search
- Sample sorting rules
- Statistical evaluations
- Save sample search as filter
- Show results table
- Column filter for results table
Probenvorlage
Berichte
- Create report
- Sign reports
- Send reports by e-mail or post
- Reissue of signed reports
- Inserting Images and File Attachments into a Report
- Certificate
- Manage signatures
- Deposit signature certificate
Kunden
- E-mail templates for reports and invoices
- Create customer
- Add contact persons at customers
- Search customers
Berichtstabellen Editor
- Create report table with Report Table Editor
- Add column to report table
- Creating a parameter table with target values
- Order of the report tables
Kundenzone (optional)
Anlagen
Rechnungen
- Create Invoice
- Sending Invoices
- Manage price list
- Exporting invoices
- Cancel invoice
- QR code for online banking on invoices
Parameter
Rechnen mit Parametern
- Deposit formulas with parameters
- Calculating with number sequences
- Example: Weighing in and weighing out
- Calculation of dry matter and annealing loss
- Example: Calculation of annealing loss with validity check
- Bsp.: Drinkingwater-Legionella since March 2023 (German Regulation)
Schnittstellen
Webservice
Prüfpläne / Grenzwerte / Spezifikationen
- Create test plan / limit values / specification
- Add setpoints
- Parameter-specific text modules according to limit tables
Dokumentenlenkung
- Create a New Document
- Create new version
- Validate document
- Release Document
- Request read confirmation
- Change the document creator afterwards
- Delete documents
- Documents: Confirm validity check
Prüfmittel
Material
- Functions of Material Management
- Create/edit/delete material
- Linking materials with parameters
- Reorder Materials Online
- Management of chemicals
- Manage/Create/Edit/Delete Batches
Mitarbeiterschulungen
- TrainingSchedule: Document Training Sessions, Demonstrate Competencies
- Add/edit/delete training
- Import Trainings (Introduction)
Sonstiges
PDF-Vorlagen
- Create/edit PDF templates
- Design elements Setting options
- Create design elements
- Design element for the reason for reissuing test reports
Fragen und Antworten
- Download files in the Edge browser instead of opening them directly
- Transfer the status of the production system to the test system
Dateiverwaltung
Prozesse