The Business Office can enter a service request by clicking on Services in the left menu, and then clicking on New Service Request.
On the Service Request page, fill in the fields and click Start Request.
- PI Name: This field will auto-fill based off the contact.
- Card ID:
- Service Group::
Filling Out Your Request
Service Request
Facility and Room and Date Completed are required. The date completed determines when this request is billed to the investigator. A service request that is completed by the last day of the fiscal period will be included in that month’s billing. Notes are optional.
Click Add Supplies. Enter a word or partial word in the description field and click Search Supplies. Select one or more supplies to add to your service request by clicking Add to Service.
You can then search for more supplies to add, or click Back to Service Request.
Protocol Information
Within the Protocol Information tab, the Protocol and Species are required.
Financial Information
Within the Financial Information tab, the Account Number.
Completing Your Request
After saving, unfinished requests will not bill until you open them and click Finish Request.
Pending Requests that have a date completed by the end of the fiscal period and which have a dollar amount, will be included in the period close calculations and placed on the Investigator’s Invoice.