Template Type
- Pinned Templates: Pinned templates are selected by the user, they are often selected based on frequency of the order. If you repeatedly submit the same order, it would be convenient to pin it for easy access.
- My Templates: Templates that have been created by me.
- All Templates: Templates that have been competed by my Company.
Inline Menu
The inline menu is designed to give access to various different functions throughout the portal.
Unlocked Template
- Edit: Directs you back the Details section of the selected template, allowing you to make edits.
- Copy: Creates a copy of the Template with a new job number.
- New Job: Based on the selected Template, a new eCOC Template will be initiated with the Details and Tests pre-populated for you.
- Order Supplies: Based on the selected eCOC Template, a new order will be initiated with the details and tests pre-populated for you.
- Share: Opens your default email program and allows you to send a link to the eCOC.
- Export: Downloads eCOC template into an excel sheet.
- Delete: Deletes the Template.
Locked Template
- Copy: Creates a copy of the Template with a new job number.
- New Job: Based on the selected Template, a new eCOC Template will be initiated with the Details and Tests pre-populated for you.
- Order Supplies: Based on the selected eCOC Template, a new order will be initiated with the details and tests pre-populated for you.
- Share: Opens your default email program and allows you to send a link to the eCOC.
- Export: Downloads eCOC template into an excel sheet.