Difference between revisions of "Customer Requests"

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[[Category:DNA_Module]]
 
[[Category:DNA_Module]]
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=Customer Requests=
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[[File:Customer1.jpg|thumb|200px|The shopping cart will guide you to the customer request administration]]
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The '''Customer Requests''' tool enables you to record and administer DNA samples orders requested from your DNA bank. Here you learn how to:
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* Add new costumers
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* Add new orders of DNA samples
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* Edit costumer and order data
  
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This tool enables you to:
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=Add new request=
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* Add costumers
 
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* Add orders of DNA samples
 
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* Edit costumer and order data
 
  
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=New costumer requests=
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Once you have successfully logged in, click on the shopping cart “Add new request” or on XXX “Edit requests” to record or modify a request for DNA samples.
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[[File:Main_menu_input.jpg|thumb|200px|Main menu]]
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This feature enables you :
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== Customer list ==
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* Add new costumers
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Now you can choose your customer by opening the drop down list (black arrow down) and clicking on the right name highlighted in blue.
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* Add new orders of DNA samples
 
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* Edit costumer and order data
 
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xxxvvvvxvx.<br>
 
  
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Before entering DNA data you have to load the relevant specimen data. There is no possibility to save DNA data without specimen information! To guarantee both the safeguarding and long-term availability of referenced DNA samples these should be deposited in research collections. Corresponding data including voucher information have to be stored in suitable collections databases. If the respective databases are not yet integrated into the DNA Bank Network, these can either be [[#Add new specimen provider|newly added]] or alternatively, if the specimen data are not available in an online database, these can be set up offline with the [[Specimen Tool]].<br>
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== Add new customer ==
  
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Once you have successfully logged in, click “Input Tool” to add DNA details.<div style="clear:both;"></div>
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If your customer is not yet on that list you must add your customers data first. Click on the green cross next to the customers list to open the '''Staff and Customer input field''' (see [[Staff and Customer]]).
  
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==Specimen Details==
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== DNA Extraction Numbers ==
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Each DNA sample is extracted from a specimen. This specimen can be a tissue sample, a complete individual, a living plant or animal or a culture (algae, microorganisms). By defining a reference between DNA sample and the DNA voucher you should keep in mind what exactly the DNA voucher is. In terms of the DNA Bank Network the ideal DNA voucher means a complete individual, from which the tissue and DNA sample was taken from. This DNA voucher should be deposited in a natural history collection and the voucher data are available via GBIF. In many cases it is not possible to deposit such an ideal voucher, because it is for example a threatend species. Than you should reference to the most applicable DNA voucher.
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Now you can fill in the exact DNA sample numbers requested from that customer in the dedicated fiedl. These numbers are as well provided attached to that customers order request email send to your DNA bank's curator. Please note that the sample numbers have to be separated with semicolon (e.g. 236;289;324).
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[[File:Input.jpg|thumb|400px|Input Mask DNA Module]]
 
  
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===The GBIF world===
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== Check data ==
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GBIF technologies are basis and backbone of the DNA Module and the DNA Bank Network. Many institutions are GBIF providers, more than 302 millions of specimen and observation records are available via GBIF.<br>
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Click on the '''Check data''' button and you will see you customers personal data as well as details to the requested DNA samples. Here you can edit resp. update your customers database entry by clicking on the edit button (see [[Staff and Customer]]).
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But how to find out if the required specimen data is available via GBIF? For that you should check the following facts:
 
  
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* Where is the DNA voucher deposited?
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=Edit requests=
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* Is the relevant institution already a GBIF provider? Ask administrators or curators for help.
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[[Category:DNA_Module]]
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** If so: The requirement related to specimen data is fulfilled.
 
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** If not: Is the relevant institution planning or willing to become a GBIF provider?
 
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*** If so: The requirement will be met if the relevant database is GBIF accessible.
 
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*** If not: Relevant institution has no specimen database or no possibility of becoming a GBIF provider any time soon? Please go ahead at this point: [[#Specimen_databases|Specimen databases]]
 

Latest revision as of 17:06, 11 February 2012

Customer Requests

The shopping cart will guide you to the customer request administration

The Customer Requests tool enables you to record and administer DNA samples orders requested from your DNA bank. Here you learn how to:

  • Add new costumers
  • Add new orders of DNA samples
  • Edit costumer and order data

Add new request

Once you have successfully logged in, click on the shopping cart “Add new request” or on XXX “Edit requests” to record or modify a request for DNA samples.

Customer list

Now you can choose your customer by opening the drop down list (black arrow down) and clicking on the right name highlighted in blue.

Add new customer

If your customer is not yet on that list you must add your customers data first. Click on the green cross next to the customers list to open the Staff and Customer input field (see Staff and Customer).

DNA Extraction Numbers

Now you can fill in the exact DNA sample numbers requested from that customer in the dedicated fiedl. These numbers are as well provided attached to that customers order request email send to your DNA bank's curator. Please note that the sample numbers have to be separated with semicolon (e.g. 236;289;324).

Check data

Click on the Check data button and you will see you customers personal data as well as details to the requested DNA samples. Here you can edit resp. update your customers database entry by clicking on the edit button (see Staff and Customer).

Edit requests

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