Click here for a Printable Quick Start Guide
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.
Create Account & Lab
Navigate to the Penn State iLab site at https://psu.corefacilities.org/.
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 User/Lab Accounts. Your lab will be created for you, you will be moved to your lab as the PI.
Manage Your Lab
Go to your lab by selecting “my groups” in the left side menu and selecting your lab.
Delegate a Lab Manager (if desired)
Delegate a Lab Manager to manage lab memberships and fund access, edit a user’s member attributes, and select manager from the Lvl dropdown. To see more details regarding roles within your lab and what each setting does, please take a look at the Overview of Managing a Group.
Accept Membership Requests
On the Membership Requests & Fund Numbers tab, choose to Accept or Reject any new lab members
Add Members
On the Members tab, select the Link Existing User button. Search for your lab member’s name.
Select the member’s name from the list and click the invite button.
NOTE: Search is sometimes difficult. Try the last name. Try the first name. Try Last, First.
Manage Your Funds
Assign Funds to Lab Members
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.
Request Access to Funds not in Your Lab
If your funds do not appear in your lab, you can request access to them. This is currently required for all unrestricted accounts. Please take a look at Requesting Access to IO Numbers in iLab for detailed step-by-step instructions
On the Membership Requests & Fund Numbers tab, expand the Request access to additional Cost Center or Internal Orders section. Enter your entire fund number/IO in the Internal Order field, leaving the Cost Center field empty.
Review Invoices
Each month you will receive BY EMAIL invoices from the cores used by you AND your lab members. The person within your lab set as the Core Financial Contact will receive these invoices. 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 done in SIMBA. Please see your budget administrator/financial officer.
For more information, watch the PI Training Video or visit the help sites listed above.