This article will help you understand how to assign a Lab User as a Lab Relationship Manager or Lab Operations POC. As an Office Administrator, Help Desk, or Func Lead, you'll want to add and manage new Lab POCs so they can access the information essential for their roles.

pushpin As an Office Administrator, Help Desk, or Func Lead, your role involves ensuring that the right people have the right access. This process empowers other lab personnel to effectively manage their responsibilities within the system. You are enabling seamless operations and clear lines of communication by accurately assigning these roles.

STEP 1: Access Lab Role Assignment

  • To begin assigning roles, you need to navigate to the correct section within the system:

    • From the "Lab Planning Home" page, go to the "Management" menu.

    • Select "Lab Role Assignment."

    • This action will take you to the Lab Role Assignment page, where you can begin managing roles.

STEP 2: Initiate the Role Assignment Process

  • Once on the Lab Role Assignment page, you'll find the option to add a new team member:

    • Click on "+Add Lab POC Team Member." This initiates the process for creating a new role assignment.

STEP 3: Complete the "Add Lab POC Team Member" Details

  • The system will open the "Add Lab POC Team Member" screen. Here, you will provide the necessary details to assign the role:

  • Select a role in the Team Role box to add. Begin typing the user’s name in the Assigned User box to select the correct user for the role.

    • Lab Team Role: Click the lookup modal to display available assignment roles. You must select one of the following:

      • Lab Operations POC: This role typically manages the day-to-day operational aspects for a lab.

      • Lab Relationship Manager: This role usually oversees the overarching relationship and strategic coordination for a lab.

      • Select the appropriate role by checking the box next to it and clicking "Select."

    • Office: Click the lookup modal to display a list of available offices. Your view here depends on your permissions:

      • Office Administrators will only see their assigned office.

      • Help Desk and Func Leads can see all offices.

      • Check the box next to the office you wish to select and click "Select."

    • Lab: Click the lookup modal to display all available labs. Check the box next to the specific lab you want to associate with this role and click "Select."

    • Assigned User: This is a critical field where you link the role to an individual. The system will display names of users who have the approval role associated with your selected assignment role:

      • If you selected "Lab Operations POC," options in the "Assigned User" field will be users with the "Technical POC" or "Business POC" approval role for the chosen Lab.

      • If you selected "Lab Relationship Manager," options in the "Assigned User" field will also be users with the "Technical POC" or "Business POC" approval role for the chosen Lab.

pushpin All fields within the "Add Lab POC Team Member" window are required. 

For each lookup modal (Lab Team Role, Office, Lab, and Assigned User), you always have the flexibility to either remove your current selection or cancel the selection process entirely if you change your mind.

STEP 4: Save Your New Team Member

  • After accurately completing the "Add Lab POC Team Member" details:

    • Click "Submit."

    • The system will save the record, and the new Lab POC team member will be assigned to their role, giving them the necessary access to fulfill their responsibilities.

Frequently Asked Questions

1. Why can't I find a specific user in the "Assigned User" picklist? 

The "Assigned User" picklist is filtered to only show users who hold the "Technical POC" or "Business POC" approval role for the selected lab. If a user isn't appearing, they might not have one of these prerequisite approval roles assigned to them for that specific lab.

2. What if I need to assign a role to an office I don't see in the dropdown? 

Your visibility of offices depends on your role. As an Office Administrator, you can only see your assigned office. If you need to assign a role for an office outside of your current view, a Help Desk or Func Lead user would need to perform that action, as they have visibility to all offices.

3. What's the difference between a Lab Operations POC and a Lab Relationship Manager? 

A Lab Operations POC generally focuses on the functional, day-to-day operational details and processes within a lab. A Lab Relationship Manager typically handles broader strategic coordination, communication, and overall relationship management for the lab within the larger organizational context.

4. Can I edit or remove a Lab POC assignment after it's been submitted? Yes, you can remove a Lab POC assignment. From the "Lab Role Assignment" page, locate the assigned username. Use the dropdown option next to the assignment and select "Remove." Confirm the removal to complete the process.

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