Setting up a lab in the CFMS
Setting up a lab in the CFMS is a multi-step process with actions from several agents.
This flowchart shown here describes this process in detail, where each step is color-coded by the user types .
Some steps can be skipped, e.g. when a lab already exists or when a user is already registered in the CFMS.
Note that a FA can take over the user role of PI/Lab Admins if support is needed.
Setup of a lab in the CFMS Actors FacilityAdmin Principal Investigator (PI/Lab Admin) User (U) The PI must check with the Ghent University Financial Department on the type of contract needed. This information is required to be able to reserve instruments in the facility. Initiate the setup Contact FA for help setting up the lab Send financial information to the FA WBS-element/Cost center/SAP contract number The client type determines the inclusion/exclusion of cost drivers such as personnel cost, device cost, maintenance cost and consumables and VAT, overhead and margin. Determine the client type The lab need to be created by a high-level manager of the software and takes some time. Request lab creation a week in advance. A lab is created depending on the client type, organization and name of the PI . A PI can have multiple labs depending on the client types. Request DA/IA to create a lab Every user, internal and external, needs to register in the CFMS. Register in CFMS The DA/IA usually have already approved lab-level access of the facility, so this step can often be skipped. Facility access request on lab-level is required to be able to reserve instruments. Request lab-level access to facility C If not, the FA can approve. Approve facility access request The billing information is required to be able to reserve instruments. Add all applicable account codes to the billing information. Update lab information Contact information Billing information The PI/Lab Admin can add users which are already registered in the CFMS. Add existing users Every user, internal and external, needs to register in the CFMS. Register in CFMS Users must register with the lab to be able to reserve instruments. Request access to lab Can be done automatically, depending on the lab configuration. Approve lab access request Adding new account codes and/or users require updating the account code information, depending on the lab configuration. Update user account code It is important to note that the FA can only take over the role of the PI in the CFMS if the PI has also requested user-level access to the facility. Request access to facilty Facility access request on user-level is required to be able to reserve instruments. Approve facility access request This step is optional and only useful when the PI needs support in the lab management. Lab Admin Alternatives usually support the PI/Lab Admin for user management and invoicing. This is usually a proxy from the back office. Appoint Lab Admin Instrument access request on user-level is required to be able to reserve instruments. This step is only necessary for users who need to reserve instruments. Request access to instruments Approve instrument access request Make reservations Happy scanning