Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Review lab case and task KPIs
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Inspect recent case flow
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Inspect recent production-task flow
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Compare departments and workload
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Open cases from the dashboard
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Refresh live operating context
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Review lab case and task KPIs
- Inspect recent case flow
- Inspect recent production-task flow
- Compare departments and workload
- Open cases from the dashboard
- Refresh live operating context
Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.