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Purpose
The Utilities module provides data extract and billing management tools for the various modules within MetaField.
This subsections of Utilities will allow you to view data and create .csv data extract files for both analysis and billing purposes.
Utilities Interface
All subsections of the Utilities module share similar controls to find data, extract data and create billing extract files. Generally speaking, the screens consist of:
- Filter Panel
- Results Grid
- Data Extract Buttons
- Billing Buttons
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Users who have access to use the Utilities module will have access to all project data, regardless of their data firewall settings that may restrict access to certain projects. Bear this in mind when assigning rights to the Utilities module. |
Filter Panel
The filter panel will appear at the top of the screen. Like other filter panels, it allows you to search / narrow your data according to the filter criteria you supply.
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Filter panels for the Activity and Sample Tracking subsections will contain both fixed filter controls and configurable filter controls. Configurable filter controls can be managed in the Activity - Search / Results Display for Activity and LIMS - Search / Results Display for Sample Tracking. |
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Previous billing data extracts can be accessed by clicking the Previous Billing Extracts button. A simple filter panel and grid will appear. Supply a date range to filter the underlying billing files. Select the needed records and click the Download button to download a copy of a previous billing extract file.
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If a record is billed my by mistake, it can be marked as Unbilled by using the Unbill button.
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