This quick start guide provides the basic actions that a PI needs to take for their lab management. This high level roadmap only contains the necessary actions a PI will need to perform. For additional information on iLab, please see the help at the Penn State CORES site or the Agilent iLab help site.
Navigate to the Penn State iLab site.
Click Sign-up in the upper right corner and register as a Penn State User.
If you already have an account created for you, you will need to update a few settings. Please go to the “Manage Your Lab” section.
If your account is not already created, you will be prompted to select a PI from the drop down list. If you are NOT listed in the list:
- Select the PSU NEW USER (PSU) Lab as your PI.
- Submit a ticket using the iLab General Help Request form. Select the option PI/Group Creation Request. Your lab will be created for you, you will be moved to your lab as the PI.
Go to your lab by selecting “my labs” in the right menu and selecting your lab.
Delegate a Lab Manager to manage lab memberships and fund access, edit a user’s member attributes, and select manager from the Lvl dropdown.
On the Membership Requests & Fund Numbers tab, choose to Accept or Reject any new lab members
On the Members tab, select the Link Existing User button. Search for your lab member’s name. NOTE: Search is sometimes difficult. Try the last name. Try the first name. Try Last, First.
Select the member’s name from the list and click the invite button.
On the Membership Requests & Fund Numbers tab, find the account/cost center column in the grid you wish to assign and check the box corresponding to the lab member’s row. The cell will change to green indicating you have made the change.
Uncheck any boxes for funds you don’t wish to be used.
If your funds do not appear in your lab, you can request access to them. This is currently required for all unrestricted accounts.
On the Membership Requests & Fund Numbers tab, expand the Request access to additional Account/Cost Centers section. Enter your entire fund number in the LONG FORM/COST CENTER format.
NOTE: YOU MAY NEED TO TALK TO YOUR BUDGET ADMINISTRATOR. You must have the EXACT fund and cost center in the following format: 1235322 UP10010/MYCOSTCENTER. The account and cost center must be separated by a slash.
Each month you will receive BY EMAIL invoices from the cores used by you AND your lab members. To view the invoice, click on the link you receive in your email. Please see the help page for additional information on invoices when in iLab.
YOU ARE EXPECTED REVIEW THESE INVOICES.
Please report any inaccuracies to the core WITHIN 5 DAYS.
You can ONLY change a fund in iLab WITHIN the 5 DAY REVIEW PERIOD.
After 5 days the funds selected for services/equipment time WILL BE CHARGED.
To change a fund AFTER it has been charged is a manual process outside of iLab. Please see your budget administrator.
For more information, watch the PI Training Video or visit the help sites listed above.