UW CORAL Web Front End - Definitions
Lab
These records specify the labs that exist in CORAL. The
meanings fo the fields are as follows:
Name
NameThe identifier name of the lab/facility. Once
set it never changes.
DescriptionA brief (single paragraph) description of this facility.
Official DepartmentThis is the department that operates the facility, from a legal perspective.
Users agreements are made between the users and this department.
Contact NameThe name of the main contact for this facility.
Contact EmailThe email address of the main contact
for this facility.
Home URLWhen a lab is set up, we copy this URL to get the style for the registration pages.
Wiki URLIf the facility has a separate wiki, its URL
may be entered here.
Admin Contact(s)A comma-separated list of email addresses that receive LAB-admin email.
Operation
Manual URLThe URL of the facility lab manual.
Opening TimeWhen "on hours" begins. This is assumed
to be every work day, M-F.
Closing TimeWhen "on hours" ends. Note that these are both 24-hour times.
Flags
Require lab orientationIf set, card swipes, reservations and
equipment enables require the user to hold the lab "orientation" role.
Manually import CAAMS logsInclude the CAAMS step in
the billing cycle sequence.
Require secondary lab orientationIf set, card swipes,
reservations and equipment enables require the user to hold the
lab "secondary_orientation" role.
Use lab hoursIf checked, on- and off-hours are
treated differently. If not checked, all hours are considered
"on hours".
Users can log other users outIf unchecked, users
will not be able to disable equipment when another user has it
enabled.
Ignore default billingXXX what is this?
Collect card numbersWhether card numbers should be
collected during registration.
Collect publication IDsWhether Thomson-Reuters ResearcherIDs and
ORCIDs should be collected at registration time.
Registration includes coursesIf checked, the
registration system will offer users the option of choosing a defined
"course" at registration time. See
the Definitions>Registration
Course tab.
Auto-approve registration proposalIf checked, users
are auto-approved at the Proposal step.
Require grata roleRequire that users hold the
"grata" role at card swipe, equipment enable and reservation time.
Send reservation remindersSend users reservation
reminders 18 hours before the event, unless they opt out.
Require Location reservation at the beginning and end of
Equipment reservationA stated, when an equipment
reservation is created, location reservations will also be
created at the beginning and end of that reservation. If they
cannot be created because of capacity constraints, the user
will receive an error.
All remote projects require billing signoffDo not
allow invoices to be formed until staff have signed the project
off. (Currently unused.)
Registration includes STF billingWhether to include
"STF" as a billing option during registration.
Registration includes 'undergraduate' billingWhether
to include "non-specific undergraduate use" as a billing option
during registration.
Registration includes 'graduate student'
billingWhether to include "non-specific graduate student
use" as a billing option during registration.
Create Staff Remote TokensWhether tokens will be
created for staff noVNC access to instruments.
Create User Remote TokensWhether tokens will be
created for user VNC access to instruments. (Currently unimplemented.)
Require covid roleIf set, card swipes, reservations and
equipment enables require the user to hold the lab "covid" role.
Eq Owners see Staff TokensWhether equipment owners
also see the tokens generated for staff noVNC access to instruments.
Registration
Long Name
Introductory NameThis is the name used in registration when the facility is being introduced.
Add article to name?Check this box if your lab is "the" lab, but not if it is not.
E.g., if your facility is called Professor Doolittle's Lab,
you probably don't want the article, but if it is called the Doolittle Lab, you probably do.
Lab/FacilityHow this entity will be referred to in
registration. Usually "lab" or "facility".
Use Agreement name for UserHow the user is referred
to in the user agreement. Typically "LAB USER".
Use Agreement name for SponsorHow the sponsor is
referred to in the user agreement. Typically "FACULTY USER".
Remote Users DoHow to describe remote users in the
sentence "Remote users do not come into the facility, but merely &emdash;".
Registration Contact(s)A comma-separated list of email addresses that receive LAB-registration email.
Agreements
Internal Paper Agreement URLThe URL for the user
agreement for internal users, in a printable form (usually PDF).
Internal Click-to-Accept URLThe URL for a user
agreement that can be shown inside an IFRAME during user registration.
External Remote Paper Agreement URLThe URL for the
user agreement for external remote users, in a printable form (usually PDF).
External On-Site Paper Agreement URLThe URL for the
user agreement for external on-site users, in a printable form (usually PDF).
External On-Site Multi-User Agreement URLThe URL for the
user agreement for multiple external on-site users from the same
company, in a printable form (usually PDF).
CAAMS
Use equipment qualification for CAAMS
notifications?If checked, notifications are sent to
the CAAMS contact whenever users gain the first or lose the
last equipment qualification in a given location. If
unchecked, users are expected to gain physical access some
other way (usually through the registration process).
Send CAAMS notifications immediately?If checked, the
notifications are sent when the user(s) gain and lose
qualification. (Note that qualification is generally lost in the
middle of the night.) If unchecked, the notifications are
batched and sent once a day at 4:50PM.
Default LocationThe default Location of this lab.
Billing
Run Billing?If checked, the billing processor for
this lab will be run automatically every night to produce
tentative invoices.
Budget #
Budget Name
Task
Option
Project
Ext Budget #
Ext Budget Name
Ext Task
Ext Option
Ext Project
Transaction CodeDefaults to 60 (CTI) if not set or zero
Revenue Code
Journal SourceThe Journal Source for
AccountingJournal transactions, for labs which bill to Program
Income budgets.
Revenue WorktagThe ISP designation for internal cost
center recovery; or the grant worktag for AccountingJournal transactions.
Revenue Fund NameThe name of the cost center or
grant associated with the given Revenue Worktag.
Revenue sub-WorktagsOther worktags to be provided
to direct revenue for ISD transactions.
Ext Revenue WorktagThe worktag to be used for
external revenue, if different from the internal revenue worktag.
Ext Revenue Fund NameThe name of the fund associated
with the external revenue worktag.
Ext Revenue sub-WorktagsOther worktags to be
provided with external invoices. (Unused.)
Box #The box number to be printed on internal invoices.
Primary Billing Contact EmailThe email address of
the lab's primary billing contact.
Secondary Billing Contact EmailThe email address of
the lab's secondary billing contact.
Time Rounding
Grace (min)How much time should be subtracted from a
given activity before rounding. Typically zero.
Round Time To (min)Activities are rounded to the
nearest N minutes. The default is six (0.1 hours).
Minimum Time (min)If after rounding an activity is
below this threshold it will be "rounded up" to the threshold value.
Equipment Default Settings
All of these settings provide default values for the
corresponding fields on
the Definitions>Equipment tab.
User Idle Settings
User Max Idle (days)How long a user can go without
using the facility before they are subject to deactivation. See
the Audit>Inactive>Users tab.
Post-Registration Max Idle (days)How long a user may
go after registration, if that user has never has any
activity in the lab, before they are subject to deactivation.
PI Max Idle (days)How long a PI can go with no users
in the lab before it is subject to PI deactivation. Note that
PIs may not really notice being deactivated and are seamlessly
reactivated when they sponsor students, so this can be
relatively short.
Administrative
Active?Whether the lab is current.
Hidden?This controls whether this lab is selectable
in user-facing tabs. Labs that are no longer in UW CORAL are
hidden rather than being deleted altogether, because activity
and role data depend on them.
Buttons
Hazards
This button allows hazard requirements to be set on a lab
Hazard requirements apply to all instruments in a lab unless
they are marked immune from hazards, and to all users,
including staff.
Locations
The Locations button allows staff to assign
locations to labs. Locations are meant to be physical
spaces in which the instruments reside, though theoretically
they could represent a hazard or policy classification rather
than a physical location.
Templates
The templates button pops up a list of the email templates
currently defined for this lab. Lab staff can edit these
templates or create new templates as required.