how do I require protocols on service requests?

STEP 1: From the core's home page, click on the Request Services tab, (Figure 1)

Figure 1: Click on Request Services tab.

STEP 2: Edit the request template.

Click on the pencil icon beside the request template you would like to alter. (Figure 2)

Figure 2: Click on the pencil icon to edit the template.

If a core facility has enabled Protocols for their core, you will see a new setting on each service request edit page called Protocol Information. Here, you can indicate whether a user must reference an active protocol in order to initiate and complete a request for that service. (Figure 3)

Figure 3: Edit the Protocol Information setting.

When a user initiates a request for that service, they will now see a new section displayed in the service request form called Additional Information. Here, they will select which of their active protocols they would like to reference when submitting this service request. (Figure 4) 107

Figure 4: New protocol section now viewable on the service request.

If they do not select a protocol, they will receive a validation error and will not be able to complete their request.


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