Create a Job Template

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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 Fields section, add any custom fields you want included. Learn more below.

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

Tasks

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.

Custom Fields

Workflow job templates can include custom fields to support standardizing various workflows. These custom fields are defined using the standard field editor when creating or editing a template. You might include fields you want every user to complete, such as a billing code or site identifier. Custom fields can be required, and can be of any standard field type, including lookups and text choice fields for limiting user choices.

Custom fields will be shown to users in various places during workflow management:

  • During job creation when users choose a template, they'll see a summary of fields.

If desired, during job creation, fields can be assigned values.

  • Note that the name of the section is shown under the "JobType##" of the template, not on the template name.
  • Required fields do not need to be populated at this time; they must have values before the job is completed.
  • On the job details panel, you'll see and can populate custom fields by clicking the .

When you complete the final task for a job, if any required fields have not been completed, the user will see an error message like "Error while completing task: Cannot complete final task until all required job details are provided:..." with a list of the fields required.

Note that custom fields are included only in the jobs attached to the template where they are defined. If a user 'detaches' the job from the template (removes the association), they will be notified that any custom fields will also disappear.

When users view the Jobs tab for a source or sample, it will include a tabbed grid of all jobs for that entity, showing all jobs on the first tab, plus an additional tab for jobs from each specific template used (by name). These template-specific job grids show the custom fields for that template with values for the sample you are viewing.

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