eCOC Templates - the Inline Menu

Modified on: Tue, 17 Feb, 2026 at 7:41 PM


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.
  • New Job: Based on the selected Template, a new eCOC Template will be initiated with the Details, Tests, and Samples pre-populated for you. 
  • Order Supplies: Based on the selected eCOC Template, a new order will be initiated with the Details, Tests, and Samples pre-populated for you. 
  • Share: Opens your default email program and allows you to send a link to the eCOC Template. 
  • Export: Downloads eCOC template into an excel sheet. This can be edited offline and uploaded to the Jobs section to initiate an eCOC.
  • Delete: Deletes the Template. 


    Locked Template



  • Copy: Creates a copy of the Template.
  • New Job: Based on the selected Template, a new eCOC Template will be initiated with the Details, Tests, and Samples pre-populated for you. 
  • Order Supplies: Based on the selected eCOC Template, a new order will be initiated with the Details, Tests, and Samples pre-populated for you. 
  • Share: Opens your default email program and allows you to send a link to the eCOC Template.
  • Export: Downloads eCOC template into an excel sheet. This can be edited offline and uploaded to the Jobs section to initiate an eCOC.

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