Tutorial for our Client Portal

Transcription

1 Tutorial for our Client Portal Use of the Portal requires a Login assigned by WuXi AppTec. If you do not have a Login, contact your WuXi AppTec Account Manager. If you need technical assistance with using the Portal, please contact WuXi AppTec Online Services at or by info@wuxiapptec.com

2 Table of Contents Accessing the Client Portal on our Website Portal Sign- In Home Page and Naviga<on Searching Projects Ordering Tests Ordering tests via the portal is available only for tes4ng performed at our Atlanta facility, e.g., standard microbiology, compendial chemistry and package tes4ng. Order Confirma<on Placing Similar Orders for Different Samples Order History Searching & Reordering

3 Accessing the U.S. Client Portal 1. Go to our website: us.wuxiapptec.com. 2. Click on the Ordering tab at the top and when the page opens, click on the Launch Client Portal orange buson. 3. On the Client Portal landing page, click on the link Client Portal for U.S. Services. This will take you to the Client Portal login. NOTE: For best experience, use Internet Explorer as your web browser.

4 Portal Sign- In Enter your User Name, which is your address. Enter your Password. If you have a temporary password provided by WuXi AppTec, you can change it once you are logged into the system. If you do not have a password, contact your WuXi AppTec Account Manager. Accept Terms and CondiPons by checking box. User must accept Terms and Condi?ons to be able to sign in. Click on the Sign In buson.

5 Home Page and NavigaPon Client Name On this Home page you will find links in the navigapon panel to search your projects and, if applicable, order tests and access your order history. There are also links for changing your password and signing off the Portal. NOTE: If you do not see Order Tests in the lex- hand naviga<on panel and you plan to use the portal to order tests performed at our Atlanta facility, you will need to contact us for online ordering rights. Please send your name, company address, account name and account number to and we will add ordering rights to your account.

6 Searching Projects The Search Projects func<on can be used by all registered users to view project status, test dates, report dates, etc. Addi<onally, clients who have ordered tests via the Portal can also view a history of tests performed by WuXi AppTec. ADVANCED SEARCH Select search criteria for mul<ple items and enter search values for each selec<on to limit the results. Each search value will be added as an AND item to the search string. Click the Search buson and a result grid will appear with a summary of the search results. For result grid example, see next page.

7 Searching Projects (con4nued) Example of a Search Result Grid This is an example of the grid displaying a summary of search results. You can click on a column header to sort the results grid in ascending order. Click the header again to sort in descending order. Click the Project/Accession Number link to get the current status of a par<cular project. For an example of an individual project status report, see next page.

8 Searching Projects (con4nued) Project Status Report Sample Company 987 Street Address, City, ST USA Client Name This is an example of the Project Status Report you will view if you have selected a par<cular project from your search results grid. There is an op<on for a printer friendly version if you want to produce a hard copy.

9 Ordering Tests Steps 1-5 NOTE: The ability to order tests using the Client Portal for U.S. Services is currently available only for tespng performed at our Atlanta facility, e.g., standard microbiology, compendial chemistry and package tespng. If you do not see Order Tests in the Client Portal s lex- hand naviga<on panel, you will need to contact us for online ordering rights. Please send your name, company address, account name and account number to info@wuxiapptec.com and we will add ordering rights to your account.

10 Ordering Tests Step 1 of 5 Account InformaPon & Contact InformaPon Sample Company Client Name Client.Name@SampleCompany.com When you select Order Tests from the naviga<on bar, you will find that the Account Number and Contact Informa<on have been auto- populated based on your User login. ConfirmaPon: If box is checked, an e- mail will be sent confirming that the order was placed on the portal. Sample Receipt: If box is checked, an e- mail will be sent confirming the receipt and login of the samples into the WuXi AppTec system. Con?nued next page.

11 Ordering Tests Step 1 of 5 [con4nued] Test ArPcle InformaPon The Test ArPcle Type will be auto- filled based on your account set- up. Client Name Sample Company Number of Samples If submibng mul<ple units of the same sample (example: 10 units for an aerobic bioburden test), leave the Number of Samples value at 1. Client.Name@SampleCompany.com If submibng mul<ple units of different samples (example: 5 <ssues with different donor numbers for a sterility test), enter the number of different samples. NOTE: A maximum of 10 different samples can be placed on a single order. CLICK NEXT TO MOVE TO NEXT STEP

12 Ordering Tests Step 2 of 5 Complete all the necessary informa<on for your sample. Mandatory fields are noted with an asterisk. CLICK NEXT TO MOVE TO NEXT STEP

13 Ordering Tests Step 3 of 5 Using the dropdown menu, choose the way you want to search for a test: Test Code Test Name OR Category of Test When the search results display, you can select the test(s) you want by clicking on the Add link in the far right- hand column. Con?nued next page.

14 Ordering Tests Step 3 of 5 [con4nued] As shown in the example here, the test you have added will now be listed under Selected Test(s). To add more test codes for the same sample, repeat the process of searching for and selec<ng tests as shown on the previous page. You also have the op<on to remove test codes if necessary. Review all the tests you have selected before moving to the next step. CLICK NEXT TO MOVE TO NEXT STEP

15 Ordering Tests Step 4 of 5 For each test, enter the number of samples to be tested. Then provide answers to any addi<onal ques<ons related to your sample and the test(s) you have requested. The comments sec<on can be used for addi<onal informa<on if necessary. CLICK NEXT TO MOVE TO NEXT STEP

16 Ordering Tests Step 5 of 5 Review Order Details Sample Company Client Name client.name@samplecompany.com Carefully review all order details and edit as necessary. A sec<on for addi<onal comments is available. A document upload func<on allows the asachment of applicable materials that can be downloaded by the lab. When you are sapsfied that all content is complete and correct, click Submit.

17 Order ConfirmaPon Client Name Once order is submised, the system will provide a Tracking Number for the order. Be sure to print a copy of the order confirmapon page to be included with the sample shipment. The printed copy includes a Signature line. See next page for informapon on placing similar orders for different samples.

18 Placing Similar Orders for Different Samples Client Name If placing mul<ple orders for different samples, axer comple<ng one order, click the New Order Same Info buson. This will bring up an exact duplicate of the original order that can be edited to accommodate the new sample or test being ordered. This convenient func<on is also available by searching for a previously submised order using the Order History op<on in the lex- hand naviga<on bar. See next page.

19 Order History Search in Order History for an order s tracking number. When the informa<on is returned, click on the hyperlinked Tracking Number to bring up the order. Sample Client! Sample Company Client Name client.name@samplecompany.com To use the informa<on from the selected historical order to create a new order, click on the buson New Order Same Info. You will be able to edit the new order as necessary before submibng.

20 Thank you from all of us at WuXi AppTec for entrus4ng us with your important tes4ng.