1. From Home Screen, hover cursor over "Administration" tab
2. Hover cursor over "LIMS Events" from the drop down
3. Click on "new" from menu

This is a view of LIMSEventsManager.  

1. For EVENT_DESC, type in event name: Generate CoA
2. For TABLE_NAME, type in the name of the table in the database where this data is kept: Sample
3. For this event, you must select two check boxes: "Status" and "On Update".  This informs the system on when to run this event, in other words when Status is Updated run this event.
4. For WHERE_CLAUSE, type in this command (select only text in red):  sample_status='A' and 'BK'= (select ST_TYP from sampletype where sampletype.SAMPLETYPE_ID = sample.SAMPLETYPE_ID) and SAMPLE_TYPE not like '%ip' and Owner ='XXX'        This command specifies that the sample must be approved in "A" status, class has to be Bulk Code, Bulk Code not to contain "ip" text which signifies in-process samples, and the owner has to be defined.  Depending on which site you are setting this up for, type in the Owner name in place of XXX.  For this example we will set-up an event in SZN site so the WHERE_SLAUSE will included SZN instead of XXX.
5. For EVENT_TYPE, type in: Report
6. For RPT_SOURCE, type in: sampletype.coa
7. For OUTPUT_FILE_DEST, type in: location where the file will be kept. For this example destination is: d:\wlasia\export\shenzhen
8. For FILE_FORMAT, type in: <<sample.sample_id>>--<<sample.lot>>  This will name the file with the Sample ID first, followed by a dash and the lot number of the sample.
9. STORE_REPORT_AT allow the system to know in which column to store the link, type in: COA_URL
10. WL_REPORTS_FOLDER allows the system to know what folder to keep the file in, for this example use: ~\export\shenzhen
11. SUBFOLDER will put the reports in the appropriate subfolder with the naming convention supplied in this text box.  When a folder does not exist it will be created with name following convention listed here.  For this example use: YYYY-MM
12. SUBFILTER will inform the system how to filter the subfolder.  For this example use: Sample_Type

OUTPUT_FILE_TYPE will inform the system what format the file should be saved in.  For this example use: PDF

1. From Home Screen, hover cursor over "Administration" tab
2. Hover cursor over "LIMS Events" from the drop down
3. Click on "update" from menu