viral vector core
DESCRIPTION
Viral Vector Core. Cincinnati Children’s Research Foundation h [email protected]. ™. CORES Billing: User Training. How do I use the system?. Log in to CORES Billing Select your role Place an order for the Viral Vector Core Monitor the status of your order - PowerPoint PPT PresentationTRANSCRIPT
How do I use the system?• Log in to CORES Billing• Select your role• Place an order for the Viral Vector Core• Monitor the status of your order• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
How do I use the system?• Log in to CORES Billing• Select your role• Place an order for the Viral Vector Core:• Monitor the status of your order• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
Logging in to CORES Billing
Log in to CORES Billing using your CCHMC, UC or external* credentials:
https://cores-cchmc.mis.vanderbilt.edu
External users: *log-in credentials will be emailed to you when your account is created.
If you need to request an account or have trouble logging in, please contact [email protected]
CORES Billing: User Training
CORES Billing: User Training
CCHMC & External (non-UC) users enter credentials here
UC users click here
How do I use the system?• Log in to CORES Billing
• Select your role• Place an order for the Viral Vector Core• Monitor the status of your order• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
Selecting your role
Proxy to the PI
Lab member:• Technician• Grad student• Postdoc
CORES Billing: User Training
PI
If you need to: Choose the following CORES Billing role:
Place an order or reservation from a Shared Facility Principal Investigator, Lab Manager/Assistant, Resource User
Monitor order status Principal Investigator, Lab Manager/Assistant, Resource User
Grant a “Resource User” (lab member) access to a specific budget number Principal Investigator, Lab Manager/Assistant
Budget number corrections Principal Investigator, Lab Manager/Assistant, Business Director
Approve/dispute invoiced charges Principal Investigator, Lab Manager/Assistant, Business Director
Pull reports on all Shared Facility usage Principal Investigator, Lab Manager/Assistant, Business Director
Ask a question, or address other issues Please contact [email protected]
What role do I choose?
CORES Billing: User Training
How do I use the system?• Log in to CORES Billing• Select your role
• Place an order from the Viral Vector Core• Monitor the status of your order• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
How to place an order: Viral Vector Core
CORES Billing: User Training
Log in to CORES Billing
Enter your vector order directly in
the system
Log in to CORES Billing
CORES Billing: User Training
Quick Links: Order Entry
CORES Billing: User Training
Select a Budget Number
CORES Billing: User Training
Select a Budget Number
CORES Billing: User Training
Please ask your PI which budget number you should use for each transaction.
Select a Budget Number
CORES Billing: User Training
If your budget number is not listed, please contact [email protected]
Select a Budget Number
CORES Billing: User Training
CCHMC Budget Number format:BUS UNIT FUND DEPT (PROJ BUDG REF) CORES Example: 31.90000.590000.(123456.00).ABCD
Select a Budget Number
CORES Billing: User Training
External Account Number format:Generic, 10-digit number for all of your CORES purchasesExample: 9999999892
CORES Billing: User Training
Select a Template
CORES Billing: User Training
Select a Template
Customize your order using the dropdown menus
CORES Billing: User Training
Customize your order using the dropdown menus
CORES Billing: User Training
Customize your order using the dropdown menus
CORES Billing: User Training
Delete line items not needed
CORES Billing: User Training
Add any additional items
CORES Billing: User Training
Add any additional items
CORES Billing: User Training
Customize using the dropdown menus
CORES Billing: User Training
Customize using the dropdown menus
CORES Billing: User Training
Follow instructions in the Comments
CORES Billing: User Training
Please add:• IBC Number• Plasmid Name• DNA Concentration• FedEx Number (if applicable)
Adjust unit quantities
CORES Billing: User Training
Select (single unit) versus (multi-unit)
CORES Billing: User Training
If quantity is 2 or more, select (multi-unit) instead of (single unit) to obtain multi-unit discount
Attach your Plasmid Map
CORES Billing: User Training
Submit Order Request
CORES Billing: User Training
How to place an order: Viral Vector Core
• To review:
– Log in to CORES Billing– Quick Links: Order Entry– Select a budget number– Select a Template– Customize order using dropdown menus– Add items if necessary– Follow instructions in Comments: add IBC number and DNA concentration– Attach plasmid map– Submit order request
CORES Billing: User Training
Comparison to previous VVC Request Form
CORES Billing: User Training
PI and lab contact information:
CORES Billing: User Training
CORES Billing: User Training
PI
Lab contact (person logged in to CORES Billing, placing the order)
PI and lab contact information:is automatically loaded
Previously: enter up to 4 vector requests
CORES Billing: User Training
1 2 3 4
CORES Billing: 1 vector/order request
CORES Billing: User Training
1
CORES Billing: 1 vector/order request
CORES Billing: User Training
1
Add details
CORES Billing: 1 vector/order request
CORES Billing: User Training
1
Attach plasmid map
CORES Billing: 1 vector/order request
CORES Billing: User Training
1
Submit the request for Vector #1
Additional Order Details:
CORES Billing: User Training
Plasmid Details: Comments and Plasmid map
CORES Billing: User Training
To Comments add:• Name/Identification• DNA Concentration
Add Annotated Plasmid Map that indicates plasmid size
CORES Billing: 1 vector/order request
CORES Billing: User Training
2
Repeat the process for any additional vectors preps.
Vector Details: Category & Description
CORES Billing: User Training
Use Category & Description dropdown menus to indicate:• Virus type (+ pseudotype)• Titration• Purification
Add Items: Category & Description
CORES Billing: User Training
Click “Add Item” to request additional items or services:
Add Items: Category & Description
CORES Billing: User Training
Click “Add Item” to request additional items or services:
Add Items: Category & Description
CORES Billing: User Training
Click “Add Item” to request additional items or services:• Vector Concentration
Add Items: Category & Description
CORES Billing: User Training
Click “Add Item” to request additional items or services:• Vector Concentration• Plasmid Prep
Add Items: Category & Description
CORES Billing: User Training
Click “Add Item” to request additional items or services:• Vector Concentration• Plasmid Prep• Safety Testing
Add Items: Category & Description
CORES Billing: User Training
Click “Add Item” to request additional items or services:• Vector Concentration• Plasmid Prep• Safety Testing• Shipping
Add Items: Category & Description
CORES Billing: User Training
Once you’ve selected an additional Category, the related Description dropdown menu will populate
Special Requests: in Comments
CORES Billing: User Training
If applicable, include in Comments:• Non-standard medium• Special dispensing• Shipping FedEx Number
> 1 plate of the same prep: multi-unit discount
CORES Billing: User Training
Step 1:• Increase number of
plates (quantity)
> 1 plate of the same prep: multi-unit discount
CORES Billing: User Training
Step 2:• Change to “multi-unit”
Description.
> 1 plate of the same prep: multi-unit discount
CORES Billing: User Training
Step 2:• Change to “multi-unit”
Description.
> 1 plate of the same prep: multi-unit discount
CORES Billing: User Training
If you order > 1 plate of the same vector prep, you qualify for a multi-unit discount.
IBC Protocol number: in Comments
CORES Billing: User Training
DNA Concentration: in Comments
CORES Billing: User Training
Also include your DNA concentration in the Comments field.
Budget Number: selected before order entry
CORES Billing: User Training
Budget Number: selected before order entry
CORES Billing: User Training
You can also change budget number on order entry screen before you submit order request
How do I use the system?• Log in to CORES Billing• Select your role• Place an order or reservation from Viral Vector Core
• Monitor the status of your order• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
Quick Links: Open Orders Status
CORES Billing: User Training
Monitor Order Status
CORES Billing: User Training
Open = still in processSubmitted for invoice = order is completed
CORES Billing: User Training
Monitor Order Status
How do I use the system?• Log in to CORES Billing• Select your role• Place an order or reservation from Viral Vector Core• Monitor the status of your order
• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
Maintenance Menu: Resource User
CORES Billing: User Training
See current budget number assignments
CORES Billing: User Training
Select/Deselect All or set individually
CORES Billing: User Training
Customize budget number access for each lab member
CORES Billing: User Training
• This can be updated and/or monitored by:– Principal Investigator– Lab Manager/Assistant (proxy role)– Business Director of your Division (LMA role)– Research Administration ([email protected])
• Investigators: if members of your lab use the RFCC, CIC or VVC, please check this in January.– Or send a list to [email protected]
CORES Billing: User Training
Assigning budget numbers to your lab members
How do I use the system?• Log in to CORES Billing• Select your role• Place an order or reservation from Viral Vector Core• Monitor the status of your order• Assign lab members to a particular budget number
• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
Entry: Budget Number Correction
CORES Billing: User Training
Entry: Budget Number Correction
CORES Billing: User Training
How do I use the system?• Log in to CORES Billing• Select your role• Place an order or reservation from Viral Vector Core• Monitor the status of your order• Assign lab members to a particular budget number• Issue budget number corrections
• Dispute invoices• Pull reports
CORES Billing: User Training
How to Dispute Invoices
• CCHMC customers can dispute directly in CORES (see following slides).
• External customers: to dispute an order, please contact [email protected]
CORES Billing: User Training
How to Dispute Invoices
• CCHMC customers can dispute directly in CORES (see following slides).
• External customers: to dispute an order, please contact [email protected]
CORES Billing: User Training
CORES Billing: User Training
Invoice Menu: Approve/Dispute Invoices – CCHMC only
CORES Billing: User Training
Invoice Menu: Approve/Dispute Invoices – CCHMC only
Invoice Menu: Approve/Dispute Invoices – CCHMC only
CORES Billing: User Training
How do I use the system?• Log in to CORES Billing• Select your role• Place an order or reservation from Viral Vector Core• Monitor the status of your order• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices
• Pull reports
CORES Billing: User Training
Reporting Features
CORES Billing: User Training
Reporting: Invoice Report
CORES Billing: User Training
Reporting: Active Budget Numbers
CORES Billing: User Training
Reporting: Budget Number Summary
CORES Billing: User Training
Reporting: Usage Report
- Order Number- Shared Facility- Budget Number- P30 Center
CORES Billing: User Training
Reporting: Query Function
CORES Billing: User Training
Options available to you in CORES Billing:• Log in to CORES Billing• Select your role• Place an order or reservation from Viral Vector Core• Monitor the status of your order• Investigators: assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports
CORES Billing: User Training
We are here to help!
Please contact us at:
Find more information on Centerlink (CCHMC only) at:
http://centerlink.cchmc.org/content1/110696/
CORES Billing: User Training