iLab Help > Core Facilities > Core Staff > Managing Service & Project Requests
 

How do I add real-time services and charges to a request?

Core staff can add services and charges from the request, but you may want to use the Charge Entry interface to quickly add multiple charges to multiple project requests.  

STEP 1: From the core home page, click the Charge Entry sub-tab. (Figure 1) 

Figure 1: Click the Charge Entry sub-tab.

The Quick Charge Entry Screen will display.

STEP 2: Select the processing service request you wish to update. (Figure 2) 

Figure 2: Select your service request.

STEP 3: Select the service you wish to add. (Figure 3) 

Figure 3: Select the service.

STEP 4: Update quantity, date, and order by fields as needed. (Figure 4) 

Figure 4: Complete the fields.

STEP 5: Click add to list.  The new charge displays in Step 2. (Figure 5) 

Figure 5: Your new charge will display under Step 2 section.

STEP 6: After entering all of the charges needed, click confirm all charges. (Figure 5) 

The new charges now display in the view confirmed charges section. (Figure 6) 

Figure 6: Your charge now displays in Confirmed Charges.


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