Time Request View (RQ)

Fields

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New Time Request View

This opens a new Time Request window in the Board.

  1. To create a new Time Request view,

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Save As New Time Request

This saves the Time Request as a new entry in the database.

  1. Make the Time Request window active in the Board.
  2. In the Time Request menu click Save As New Time Request, or click the Save as a new Time Request button in the button bar.

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Save Time Request

This saves the Time Request into the database.

  1. Make the Time Request window active in the Board.
  2. On the Time Request menu click Save Time Request, or click the Save the Time Request button in the button bar.

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Delete Time Request

This removes the Time Request from the database.

  1. Make the Time Request window active in the Board.
  2. On the Time Request menu click Delete Time Request.
  3. If you are sure you want to remove the Time Request from the database, Click OK.

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Verify Time Request

This verifies a Time Request to ensure that it can be submitted.

  1. Make the Time Request window active in the Board.
  2. On the Time Request menu click Verify Time Request, or click the Verify the current Time Request button in the button bar.
  3. If there are any problems with the Time Request, a pop up will appear indicating which fields need to be corrected and the headers of the fields with error will turn red.

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Submit Time Request

This submits a Time Request to a Recipient Lab for processing.

  1. Make the Time Request window active in the Board.
  2. On the Time Request menu click Submit Time Request, or click the Submit the current Time Request button in the button bar.
  3. If there are any problems with the Time Request, a pop up will appear indicating which fields need to be corrected and the headers of the fields with error will turn red.

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Withdraw Time Request

This withdraws a submitted a Time Request.

  1. Make the Time Request window active in the Board.
  2. On the Time Request menu click Withdraw Time Request.

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Refresh Time Request

This reverts the data for the Time Request to the version in the database.

  1. Make the Time Request window active in the Board.
  2. On the Time Request menu click Refresh Time Request.
  3. Click Refresh in the 'Are You Sure?' popup.

Close Time Request

This closes the window.

  1. Make the Time Request window active in the Board.
  2. On the Time Request menu click Close Time Request, or click the X button on the window's Title bar.

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Permit To Investigators

This adds the User and the PI from the selected Permit to the Investigators field.

  1. Make the Time Request window active in the Board.
  2. In the Edit menu click Permit To Investigators.

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Generate Report for Time Request

This creates a text report for the Time Request.

  1. Make the Time Request window active in the Board.
  2. In the Report menu click Generate Report for Time Request.

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Record XML Dump

This saves an XML report for the Time Request to the disk.

  1. Make the Time Request window active in the Board.
  2. In the Report menu click Record XML Dump.
  3. Fill out the pop up.
    • Inline DTD determines if the DTD (Document Type Definition) should be included in the file.
    • Formatting determines if newlines and spaces should be included in the file.
    • File Name defines the name of the file to be saved.
  4. Click the Save File button.

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Add Pulse Program

This adds a new row to the Pulse Programs field.

  1. Make the Time Request window active in the Board.
  2. Click the ICON button on the right side of the Pulse Programs Field.
  3. Enter data into the columns of the new row.

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Remove Pulse Program

This removes the selected row from the Pulse Programs field.

  1. Make the Time Request window active in the Board.
  2. Select a row in the Pulse Programs field.
  3. Click on the ICON button on the right side of the Pulse Programs field.

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Add File

This uploads one or more Files from the disk and attaches them to the Time Request.

  1. Make the Time Request window active in the Board.
  2. Click on the ICON button on the right side of the Files Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • Format determines if one or more Files will be added. To set it, click on the Field, then click the format that you want to use.
      • File if only the selected File will be added.
      • Folder if all the Files from the selected Folder will be added.
      • Folder with Subfolders if all the Files from the selected Folder and all the Subfolders will be added.
    • File Name is the name of the File or Folder depending on the selected Format. To set it, click on the Field, then set the values in the 'Select File' popup.
      • In the Look in drop-down, click the drive or Folder that contains the Files you want to add.
      • Specify whether the Format is a File, Folder, or Folder with Subfolders.
      • Click Select File.
    • File Type is a list of File Types maintained by the lab master.
  4. Click Add File.

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Add File from the Web

This takes a File from the Web and attaches it to the Time Request.

  1. Make the Time Request window active in the Board.
  2. Click on the ICON button on the right side of the Files Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • URL is the Web address of the File. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
    • File Type is a list of File Type maintained by the lab master.
  4. Click Add File.

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Display File in the Board

This displays a File, attached to the Time Request, in the Board.

  1. Make the Time Request window active in the Board.
  2. Alternatively, you can
    • select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field, or
    • drag a File (a row) from the Files Field to an open area of the Board and drop it, or
    • double-click on a File (a row) in the Files Field.

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Display File in its Associated Application

This opens a File, attached to the Time Request, using its associated application .

  1. Make the Time Request window active in the Board.
  2. Alternatively, you can
    • select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field, or
    • right-click on a File (a row) in the Files Field.
  3. Click OK in the the 'Open with...' popup.

Edit File User Label And Type

This updates the User Label and the File Type for a File attached to the Time Request.

  1. Make the Time Request window active in the Board.
  2. Select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field.
  3. Set the values in 'Edit File Information' popup.
    • User Label is the User label.
    • File Type is the Lab Resources File Type of the File.
  4. Click Update.

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Save File

This saves Files, attached to the Time Request, to the disk.

  1. Make the Time Request window active in the Board.
  2. Select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field.
  3. If you want to save the File in a different Folder, locate and open the Folder, or, in the File Name box, type the name for the Folder.
  4. Click Save.

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Remove File

This removes a File from the Time Request.

  1. Make the Time Request window active in the Board.
  2. Select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field.
  3. Click Remove File in the 'Are You Sure?' popup.

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Link File by Drag & Drop

This adds a File, already attached to a record, to the Time Request.

  1. Make the Time Request window visible in the Board.
  2. Make the other window that contains the record that has the File already attached active in the Board.
  3. Select a File (a row) in the Files Field of the other record, then drag and drop it into the Time Request window's Title bar.

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Add Image

This uploads one or more Images from the disk and attaches them to the Time Request.

  1. Make the Time Request window active in the Board.
  2. Click on the ICON button on the right side of the Images Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • Format determines if one or more Images will be added. To set it, click on the Field, then click the format that you want to use.
      • File if only the selected Image will be added.
      • Folder if all the Images from the selected Folder will be added.
      • Folder with Subfolders if all the Images from the selected Folder and all the Subfolders will be added.
    • File Name is the name of the File or Folder depending on the selected Format. To set it, click on the Field, then set the values in the 'Select Image' popup.
      • In the Look in drop-down, click the drive or Folder that contains the Files you want to add.
      • Specify whether the Format is a File, Folder, or Folder with Subfolders.
      • Click Select Image.
  4. Click Add Image.

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Add Image from the Web

This takes an Image from the Web and attaches it to the Time Request.

  1. Make the Time Request window active in the Board.
  2. Click on the ICON button on the right side of the Images Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • URL is the Web address of the Image. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
  4. Click Add Image.

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Display Image in the Board

This displays an Image, attached to the Time Request, in the Board.

  1. Make the Time Request window active in the Board.
  2. Alternatively, you can
    • select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field, or
    • drag an Image (a row) from the Images Field to an open area of the Board and drop it, or
    • double-click on an Image (a row) in the Images Field.

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Display Image in its Associated Application

This opens an Image, attached to the Time Request, using its associated application .

  1. Make the Time Request window active in the Board.
  2. Alternatively, you can
    • select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field, or
    • right-click on an Image (a row) in the Images Field.
  3. Click OK in the the 'Open with...' popup.

Edit Image User Label

This updates the User Label for an Image attached to the Time Request.

  1. Make the Time Request window active in the Board.
  2. Select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field.
  3. Set the values in 'Edit Image Information' popup.
    • User Label is the user label.
  4. Click Update.

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Save Image

This saves Images, attached to the Time Request, to the disk.

  1. Make the Time Request window active in the Board.
  2. Select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field.
  3. If you want to save the Image in a different Folder, locate and open the Folder, or, in the File Name box, type the name for the Folder.
  4. Click Save.

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Remove Image

This removes an Image from the Time Request.

  1. Make the Time Request window active in the Board.
  2. Select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field.
  3. Click Remove Image in the 'Are You Sure?' popup.

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Link Image by Drag & Drop

This adds an Image, already attached to a record, to the Time Request.

  1. Make the Time Request window visible in the Board.
  2. Make active, in the Board, the record with the Image already attached.
  3. Select an Image (a row) in the Images Field of the other record, then drag and drop it into the Time Request window's Title bar.

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Add Info

This adds a new row to the Info table.

  1. Make the Time Request window active in the Board.
  2. Click on the ICON button on the right side of the Info Field.
  3. Enter data into the editable columns of the new row.

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Remove Info

This removes the selected row from the Info table.

  1. Make the Time Request window active in the Board.
  2. Select a row in the Info Field, then click on the ICON button on the right side of the Info Field.
  3. Click Remove Info in the 'Are You Sure?' popup.

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Email Info

This emails the selected Info to the User who created the Time Request.

  1. Make the Employee Record window active in the Board.
  2. Select a row in the Info Field, then click on the ICON button on the right side of the Info Field.
  3. Click Send Email in the 'Are You Sure?' popup.

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Add Investigator

This adds a new row to the Investigators field.

  1. Make the Time Request window active in the Board.
  2. Click the ICON button on the right side of the Investigators field.
  3. Enter data into the columns of the new row.

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Search and Add Investigators

This shows the Investigators from the Time Requests of the User the Permit is for, and adds the selected ones to the current Time Request.

  1. Make the Time Request window active in the Board.
  2. Click on the ICON button on the right side of the Investigators field.
  3. The Search is automatically executed, and all the Investigators from the User's Time Requests in the database will be shown in the 'User's Investigators' popup.
  4. Select the Investigator(s) to be added in the 'User's Investigators' popup:
    • Select the Investigator(s) to be added by clicking on the checkbox in the Selected column.
    • To select all the Investigators in the table, click the ICON button on the right side of the popup.
    • To deselect all the Investigators in the table, click the ICON button on the right side of the popup.
  5. Click Add Selected to add the selected Investigator(s) to the Investigators field.

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Remove Investigator

This removes the selected row from the Investigators field.

  1. Make the Time Request window active in the Board.
  2. Select a row in the Investigators field.
  3. Click on the ICON button on the right side of the Investigators field.

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Add Linked Item by Drag & Drop

This explicitly links an item to the Time Request.

  1. Make the Time Request window visible in the Board.
  2. Alternatively, you can
    • Drag and drop a tree node from the Search Results tree in the Main Window to the Time Request window's Title bar.
    • Drag and drop a row from the Linked Items Field of an Item already in the Board to the Time Request window's Title bar.
  3. Click Yes in the 'Are You Sure?' popup.

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Display Linked Item in the Board

This displays the Items linked to the Time Request in the Board.

  1. Make the Time Request window active in the Board.
  2. Alternatively, you can
    • select a row in the Linked Items Field, then click on the ICON button on the right side of the Linked Items Field, or
    • drag a row from the Linked Items Field to an open area of the Board and drop it, or
    • double-click on a row in the Linked Items Field.

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Unlink Linked Item

This removes an explicitly linked item from the Linked Items Field.

  1. Make the Time Request window active in the Board.
  2. Select a row in the Linked Items Field, then click on the ICON button on the right side of the Files Field.
  3. Click Unlink Item in the 'Are You Sure?' popup.

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See also