Testing Manuals & Guides
Role: Core Administrator, Institution Administrator
To support your iLab implementation and usage, we've compiled a growing collection of practical guides and resources. Whether you're in the early stages of onboarding, preparing to test your workflows, or finalizing go-live communications, each document below provides targeted instructions, training resources, and ready-to-use templates tailored to your role.
These resources are designed to help service center staff, administrators, and researchers get up to speed with scheduling, permissions, support, and communication workflows using the iLab system. This is a living collection—more topics may be added over time as new needs or areas of focus emerge. Feel free to check back anytime for newly added guides or manuals.
The table below summarizes each document, giving you their focus area, and provides direct links for further learning and support:
| Name | Description | Link |
Learn More |
|---|---|---|---|
| Request Services Testing Manual | A step-by-step guide for service center staff to test and validate workflows before iLab go-live. |
Request Services Recorded Webinars |
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| Scheduling and Managing Permissions Testing Manual | A hands-on guide to test scheduling workflows and manage equipment access and training permissions before launch. |
Creating Permission Groups Schedule Settings |
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| Go-Live Guide | Go-live transition guide with support ticketing instructions, help links, and customizable communication templates for users, PIs, and kiosk operations. |
iLab FAQs Community Forum System Status |
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| Add Event Testing | Tests booking reservations via the Add Event link and linking reservations to existing service requests. | Manage Events | |
| Staff Access to Resources Testing | Covers assigning staff to service requests and subscribing them to equipment calendars for notifications. |
Members Editing Service Request Templates General Settings |
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| Charge Entry Testing | Tests charge entry workflows: quick-add for new and existing requests, long-standing projects, and bulk CSV uploads. |
Overview of Charge Entry Quick Add File Upload |
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| Collaborative Cores Testing | Tests the Collaborative Cores feature, enabling multiple cores to independently manage services on a shared project. | Managing Collaborative Cores | |
| Kiosk Testing | Walks through kiosk login, starting scheduled and walk-up sessions, and signing out. |
Using Kiosk Managing Kiosk |
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| Recurring Charges Testing | Tests repeating service charges with custom recurrence patterns, start dates, and billing cycles. | Managing Recurring Charges | |
| Time Entry Testing | Covers logging staff hours against projects, correcting charges, and granting staff access to time entry services. | Time Entry | |
| Flexible Charges Testing | Tests flexible charge workflows including creating, adjusting, and applying flexible charges to service requests. |
Add a Charge Manage Services/Charges |