Create a Job Template

Sample Manager Help
Using job templates makes the creation of many similar workflow jobs simpler and more consistent. A template can include a common set of procedures and tasks, and new individual jobs can be created from this common template and edited or refined as needed.

The job template creation wizard is very similar to the steps involved in creating a new individual job, with the exception that samples and job details will be added to an individual job separately. No work is assigned within a template. You can also create a template during the process of creating an individual job, as described in Start a New Job.

Create a Job Template

To create a new job template:

  • Select Job Templates from the main header menu.
  • Click Create New Template. You can also select Create > Job Template from many other menus in the application.

Click each section in the wizard to define template details and job tasks.

After completing all sections, click Finish Creating Template to save.

Template Details

Enter the Template Name and Description. The name should be unique enough to help users find it on a menu.

In the Attachments section, upload any files that should be available to any jobs created from this template.


Click the Tasks tab and define the tasks. For each, enter the Name and Description and select any Assays to Perform as part of that task.

Click Add Task to add additional tasks, use the six-block handle to reorder them, and click to delete an unneeded task.

Finish Creating Template

Click Finish Creating Template when finished. You'll see the new template overview.

Notice in the upper left that there are tabs for viewing any Files associated with the template and for viewing any Jobs created using it.

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