Lab Roles in Lab Planning Tool

DESCRIPTION

This document outlines the various roles within the Lab Planning Tool and their associated responsibilities. It details how users request lab roles and how those roles are approved and assigned within the system.

Step 1:

When registering in Lab Planning Tool, a lab user will request one or more of the roles below:

Lab Role Name	Description	Who Approves
Associate Lab Director	Responsible for reviewing and concurring on project changes within lab.	Lab Account Administrator
Account Administrator	Account Administrator (AA) is responsible for managing and approving lab roles, for their lab only. This role cannot create, view, or edit.	CMEI Help Desk
Technical POC	Lab Technical staff. This role allows a user to be assigned to as a Principal Investigator (Lab Lead) on a Project, or a Lab Relationship Manager	Lab Account Administrator
Business POC	Able to be identified as Lab Operations POC.	Lab Account Administrator

Step 2:

Lab User account is approved by the Lab Account Administrator

Step 3:

Once the lab user is approved by the Lab Account Administrator, the Office Administrator from the Technology Office will assign them to a role within their respective office. Roles below:

Assignment Role Name	Required Lab Role	Description	Who Assigns
Associate Lab Director	Associate Lab Director	Can view all projects for a lab	N/A
Lab Operations POC	Business POC Technical POC	Can view all projects for lab/office combination The Lab Operations POC is a lab staff member who may assist the LRM with administrative steps in ensuring the lab project portfolio is appropriately planned. A Technology Office may not necessarily have a Lab Operations POC at the lab.	Technology Office Administrator
Lab Relationship Manager	Business POC Technical POC	Can view all projects for lab/office combination The Lab Relationship Manager (LRM) is the Technology Office’s main POC(s) at the Lab. The LRM is responsible for ensuring the lab’s project portfolio is accurately planned and the full FY AOP is approved through the Associate Lab Director. The LRM will also be able to approve the FY AOP on behalf of the Associate Lab Director.	Technology Office Administrator
Principle Investigator	Technical POC	Can only view projects where they have been assigned as a PI	CMEI Project Lead

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Lab Roles in Lab Planning Tool