Usage:

 This feature is designed so laboratories can add an attachment to a case then send request for Approval to the customer.  Upon requesting a design approval, an email will be sent to the customer with a link to view the design file and approve. The link contains a special token and will log into the portal automatically without needing the customer to manually log in.

 

There are several steps to setup this feature:

➢Navigate to the E-mail Template Manager under Marketing and copy the template to another folder before editing. Users may make any desired changes to this template accordingly.

Please note: In this template, it is imperative that text within any brackets must remain the same. Edits made to the text within any brackets will prevent the template from merging the correct information in those fields.

➢On the Lab Templates tab of Laboratory settings in Global, there is an option in the drop down menu called “Design Approval”.

➢On the Settings tab of Laboratory settings in Global, under the Customer Portal section there is an entry to capture the Portal URL.

➢In Customer Portal Management Console, there is an option under the Alerts section for Case Document Approval. The user or member of the selected group will receive a notification when customer accepts or rejects the design.

➢On the Images and Attachment tab of the Case Finder and Customer Form, there is a grid for “Design Approvals” that will display the requests for each document and if they were approved or rejected.

➢Right click Menu options added to the case documents grids for “Request Design Approval” will open a form with the customer's email address filled in and an area for comments. The email address may be replaced and multiple emails may be added separated by a comma.

Please note: The digital design approval feature allows users to select and submit multiple files for case design approval from the Images & Attachments tab. All documents included in the design approval request will be listed in the Lab Notes section.