1. Viral Vector Core Cincinnati Childrens Research Foundation help-cores@bmi.cchmc.org

2. How do I use the system? Log in to CORES Billing Select your role Place an order for the Viral Vector Core Monitor the status of your order CORES Billing: User Training

3. How do I use the system? Log in to CORES Billing Select your role Place an order for the Viral Vector Core: Monitor the status of your order CORES Billing: User Training

4. Logging in to CORES Billing Log in to CORES Billing using your CCHMC, UC or external* credentials: https://cores-cchmc.mis.vanderbilt.edu External users: *log-in credentials will be emailed to you when your account is created. If you need to request an account or have trouble logging in, please contact help-cores@bmi.cchmc.org CORES Billing: User Training

5. CCHMC & External (non-UC) users enter credentials here UC users click here

6. How do I use the system? Log in to CORES Billing Select your role Place an order for the Viral Vector Core Monitor the status of your order CORES Billing: User Training

7. Selecting your role Proxy to the PI Lab member: Technician Grad student Postdoc CORES Billing: User Training PI

8. If you need to:Choose the following CORES Billing role: Place an order or reservation from a Shared Facility Principal Investigator, Lab Manager/Assistant, Resource User Monitor order statusPrincipal Investigator, Lab Manager/Assistant, Resource User Grant a Resource User (lab member) access to a specific budget number Principal Investigator, Lab Manager/Assistant Budget number correctionsPrincipal Investigator, Lab Manager/Assistant, Business Director Approve/dispute invoiced chargesPrincipal Investigator, Lab Manager/Assistant, Business Director Pull reports on all Shared Facility usagePrincipal Investigator, Lab Manager/Assistant, Business Director Ask a question, or address other issuesPlease contact help-cores@bmi.cchmc.org What role do I choose? CORES Billing: User Training

9. How do I use the system? Log in to CORES Billing Select your role Place an order from the Viral Vector Core Monitor the status of your order CORES Billing: User Training

10. How to place an order: Viral Vector Core CORES Billing: User Training Log in to CORES Billing Enter your vector order directly in the system

11. Log in to CORES Billing CORES Billing: User Training

12. Quick Links: Order Entry CORES Billing: User Training

13. Select a Budget Number CORES Billing: User Training

14. Select a Budget Number CORES Billing: User Training Please ask your PI which budget number you should use for each transaction.

15. Select a Budget Number CORES Billing: User Training If your budget number is not listed, please contact help-cores@bmi.cchmc.org

16. Select a Budget Number CORES Billing: User Training CCHMC Budget Number format: BUS UNIT FUND DEPT (PROJ BUDG REF) CORES Example: 31.90000.590000.(123456.00).ABCD

17. Select a Budget Number CORES Billing: User Training External Account Number format: Generic, 10-digit number for all of your CORES purchases Example: 9999999892

18. CORES Billing: User Training Select a Template

19. CORES Billing: User Training Select a Template

20. Customize your order using the dropdown menus CORES Billing: User Training

21. Customize your order using the dropdown menus CORES Billing: User Training

22. Customize your order using the dropdown menus CORES Billing: User Training

23. Delete line items not needed CORES Billing: User Training

24. Add any additional items CORES Billing: User Training

25. Add any additional items CORES Billing: User Training

26. Customize using the dropdown menus CORES Billing: User Training

27. Customize using the dropdown menus CORES Billing: User Training

28. Follow instructions in the Comments CORES Billing: User Training Please add: IBC Number Plasmid Name DNA Concentration FedEx Number (if applicable)

29. Adjust unit quantities CORES Billing: User Training

30. Select (single unit) versus (multi-unit) CORES Billing: User Training If quantity is 2 or more, select (multi-unit) instead of (single unit) to obtain multi-unit discount

31. Attach your Plasmid Map CORES Billing: User Training

32. Submit Order Request CORES Billing: User Training

33. How to place an order: Viral Vector Core To review: –Log in to CORES Billing –Quick Links: Order Entry –Select a budget number –Select a Template –Customize order using dropdown menus –Add items if necessary –Follow instructions in Comments: add IBC number and DNA concentration –Attach plasmid map –Submit order request CORES Billing: User Training

34. Comparison to previous VVC Request Form CORES Billing: User Training

35. PI and lab contact information: CORES Billing: User Training

36. PI Lab contact (person logged in to CORES Billing, placing the order) PI and lab contact information: is automatically loaded

37. Previously: enter up to 4 vector requests CORES Billing: User Training 1 2 3 4

38. CORES Billing: 1 vector/order request CORES Billing: User Training 1

39. CORES Billing: 1 vector/order request CORES Billing: User Training 1 Add details

40. CORES Billing: 1 vector/order request CORES Billing: User Training 1 Attach plasmid map

41. CORES Billing: 1 vector/order request CORES Billing: User Training 1 Submit the request for Vector #1

42. Additional Order Details: CORES Billing: User Training

43. Plasmid Details: Comments and Plasmid map CORES Billing: User Training To Comments add: Name/Identification DNA Concentration Add Annotated Plasmid Map that indicates plasmid size

44. CORES Billing: 1 vector/order request CORES Billing: User Training 2 Repeat the process for any additional vectors preps.

45. Vector Details: Category & Description CORES Billing: User Training Use Category & Description dropdown menus to indicate: Virus type (+ pseudotype) Titration Purification

46. Add Items: Category & Description CORES Billing: User Training Click Add Item to request additional items or services:

47. Add Items: Category & Description CORES Billing: User Training Click Add Item to request additional items or services:

48. Add Items: Category & Description CORES Billing: User Training Click Add Item to request additional items or services: Vector Concentration

49. Add Items: Category & Description CORES Billing: User Training Click Add Item to request additional items or services: Vector Concentration Plasmid Prep

50. Add Items: Category & Description CORES Billing: User Training Click Add Item to request additional items or services: Vector Concentration Plasmid Prep Safety Testing

51. Add Items: Category & Description CORES Billing: User Training Click Add Item to request additional items or services: Vector Concentration Plasmid Prep Safety Testing Shipping

52. Add Items: Category & Description CORES Billing: User Training Once youve selected an additional Category, the related Description dropdown menu will populate

53. Special Requests: in Comments CORES Billing: User Training If applicable, include in Comments: Non-standard medium Special dispensing Shipping FedEx Number

54. > 1 plate of the same prep: multi-unit discount CORES Billing: User Training Step 1: Increase number of plates (quantity)

55. > 1 plate of the same prep: multi-unit discount CORES Billing: User Training Step 2: Change to multi-unit Description.

56. > 1 plate of the same prep: multi-unit discount CORES Billing: User Training Step 2: Change to multi-unit Description.

57. > 1 plate of the same prep: multi-unit discount CORES Billing: User Training If you order > 1 plate of the same vector prep, you qualify for a multi-unit discount.

58. IBC Protocol number: in Comments CORES Billing: User Training

59. DNA Concentration: in Comments CORES Billing: User Training Also include your DNA concentration in the Comments field.

60. Budget Number: selected before order entry CORES Billing: User Training

61. Budget Number: selected before order entry CORES Billing: User Training You can also change budget number on order entry screen before you submit order request

62. How do I use the system? Log in to CORES Billing Select your role Place an order or reservation from Viral Vector Core Monitor the status of your order CORES Billing: User Training

63. Quick Links: Open Orders Status CORES Billing: User Training

64. Monitor Order Status CORES Billing: User Training Open = still in process Submitted for invoice = order is completed

65. CORES Billing: User Training Monitor Order Status

66. We are here to help! Please contact us at: help-cores@bmi.cchmc.org Find more information on Centerlink (CCHMC only) at: http://centerlink.cchmc.org/content1/110696/ CORES Billing: User Training