Add a Laboratory Account

To make Labs available in Trace when creating QA Samples, they need to be added in Sales under the Laboratory account type.

Add a laboratory account

  1. Go to the Clients menu in the Sales sidebar and click Accounts.                                                  
  2. Click Add.         
    • The Add Client Account pop-up window opens.                                                                          
  3. Type the required lab name, trade name, and email in the Account Name, Trade Name, and Email fields.

    If you are located in Washington state, you can also add an optional Unified Business Identifier (UBI) number in the UBI field.

  4. Click the License Type drop-down and select the Laboratory license type.                                  lab
  5. Type the lab's license number in the License field.                                                  license
  6. Type the lab's address and phone number in the Address Information section.                            address
  7. Type optional lab notes in the Comments section.                                                                              comment
  8. Click Next to proceed with adding the lab's point of contact.      
  9. Type the lab's point of contact information in the relevant fields.
    • First Name
    • Last Name
    • Position
    • Email Address
    • Phone                                                                                                                               primary
  10. Click Create to add the lab.
    • The lab will appear on the Accounts page with a "Laboratory" account type and will be available for selection in the Trace application when creating QA Samples and QA Sample Manifests.