Jump to other news and events
Purdue signature

Business Office – PI/User Management

The resource documentation contained on this page is to assist the Business Offices with the management and maintenance of PI and User accounts in iLab.

Business Processes

Create a New iLab User – Internal -This process outlines the steps to create a new account in iLab for internal users.

Refund and Correction of Incorrect Charge – Internal - In the event an account was charged in error or incorrectly, a refund and a new corrected charge must be processed in iLab.  This process outlines the required steps and documentation for completing these tasks.

Quick Reference Cards (QRCs)

Approve Invoice - PI - This QRC outlines the steps for a PI to approve invoice(s) for a user.  The account string information contained in the invoice can be updated within 10 calendar days of the billing event creation.  Even if not approved, the charges contained in the invoice will be billed in 10 calendar days.

Approve Membership Request and Assign Account Strings - This document outlines the steps for to approve a users request to join a lab under a specific PI and to assign the account strings that the user will have access to in iLab.

Create an iLab Account – Internal - This document outlines the steps for Purdue’s internal users to create an iLab account.

iLab User Profile Settings - This document outlines how to edit email settings and view the iLab user profile information.

Managing Centers - This document outlines the steps to manage a center in iLab.  Centers are a method for providing a specifc group of labs or users specific rates/pricing for certain recharge facilties.

Managing Department Settings - This document outlines the steps to maintain settings for Departments, including: adding or removing members and email notifications.

PI/User Membership and Settings - This document outlines the steps to maintain settings for PIs and their users, including: PI assignment to a Department, manual assignment of a user to a PI, setting thresholds, and setting user expiration dates.

Review Account Assignments and Approve Invoice - Department - This QRC outlines the steps to access and review pending charges and approve invoices for a PI or user.  The account string information can be updated within 7 calendar days of the billing event creation.  Departments have access to view charges for only the PIs and users which are assigned to their Department. 

Additional Resources

Recharge Center Billing Calendar FY18 NEW - Each recharge center is expected to bill on a monthly basis.  This schedule provides business offices and recharge facility staff the schedule to review and complete billings.

Recharge Center Billing Calendar FY17 - Each recharge center is expected to bill on a monthly basis.  This schedule provides business offices and recharge facility staff the schedule to review and complete billings.

iLab Core Abbreviations and Business Office Contacts - This document provides a list of recharge facility abbreviations that appear on billing invoices, as well as information regarding the business office responsible for helping manage the facility and who to contact within that office for billing corrections.

Internal User Setup Email Template - Use this email template when inviting internal users to create an iLab account.

Correcting Document - iLab - Prepare this document, obtain required signatures, and send completed form to the business office of the recharge center from which the charge originated.