Create a new company

Create a company for a new lab, a new branch, or to practise on demo data. Have the lab's name, address, phone and the start date of the current financial year ready.

On this screen

1. Enter Name of Company / Firm / organization the only required box
2. Books Start on set it to your current financial year
3. Create a new company on Main PC keep this for a company on this computer
4. Link Remote links a SQL Server company on another server
5. MS Access Database (Recomended) the right choice for one computer
6. Settings switches SQL Server on
7. Copy Masters From an existing Company copies accounts and settings, not tests
8. Create Company makes the company and opens Users

Steps

1. Open the form
   On Select Company, click Create a New Company or press Alt+N.
2. Type the lab name
   Fill Enter Name of Company / Firm / organization. It is the only required box. Press Enter and mixed-case text turns into Title Case. All capitals stay as typed.
3. Fill the details
   Address, city, phone, financial year and the other boxes are the same as in Company Info (next topic). Set Books Start on to the start of your current year.
4. Choose where
   Leave Create a new company on Main PC selected. Link Remote is for a company that lives on another server (see below).
5. Choose the database
   Leave MS Access Database (Recomended) selected for one computer. SQL Server Database shows only after SQL Server is switched on with the Settings link next to it.
6. Create
   Click Create Company. The message says the company was created and that you will create users next. The Users screen opens.
7. Make your user
   Create at least one user with Full Rights whose name is not admin, then close Users. A login box opens for the new company.

What a new company already contains

E-Lab copies a ready template into a new folder named Data 1, Data 2 and so on, under the data folder. The template in release 261007 holds 321 tests in 53 test groups. The template's sample users are removed when the company is made, so only admin remains, plus the full-rights user you create next.

• Open Masters › Users. Create one login for each staff member, with only the rights they need.
• Open Masters › Test Master. Change the rates to your rates and the normal ranges to the ones your pathologist approves.
• Open Masters › Company Info. Check the address and phone that will print on every report.
• Open Help › Settings. Choose the Lab No. method before the first patient.
• Register the copy from Help › Register Now before real work (chapter 10).

The other options

Questions people ask