Add a New Instrument Type

This can only be performed by an Administrator.
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Steps to Add a New Instrument Type:

1. Open the Menu

2. Select "Administration"

3. Select the Instruments tab

4. Select "Add Instrument Type"

5. Enter the name of the Instrument

6.Select "Next"

7. If your instrument has any controls or reagents select "+Add Controls/Reagents Requirement"

8. Enter the information

9. Select "Save Lot" (you will be able to add tasks related to the lot under Maintenance Tasks). See How to Add a Reagent/Control article for further details.

*Add as many controls or reagents as needed

1. Select "+ Add Maintenance Task"

2. Enter the necessary information for the task and select "Save Task". Use the links below for additional help if needed

3. Select "Finish" when you have added all the tasks for this instrument type

4. The Instrument Type will be found in the dropdown "Instrument types without instruments"

5. You can now add an Instrument to the Instrument Type and add this instrument to the desired site and department. To do this select this link: Add an Instrument to a Bench/Unit

6. After the Instrument has been assigned to the Site/Bench/Unit, you may need to give users access to the instrument.

For more information on adding different types of Maintenance Tasks select from the following:

Add a Maintenance Task
​Add a Maintenance Task that is Linked to a Reagent/Control
​Add a Maintenance Task that Uses a Reagent/Control
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​Add a Data Field for Text
​Add a Data Field with a Number Value
​Add a Data Field with Defined Values (ex. POS/NEG)
​Add a Data Field that accepts a File Attachment