Onboarding
Roll out LabServices in a week.
This guide is for regional managers and operations leads setting up LabServices for their team. From account creation to first live project: all in one place.
Onboarding checklist
Day 1 — Organisation setup
- Create your organisation account (contact us if you don't have one yet)
- Set your organisation name, region(s), and contact details
- Add your accredited laboratory partners. The labs your team submits to regularly.
- Configure notification preferences (email / push / both)
Day 1–2 — User setup
- Invite your project managers. They receive a welcome email with login instructions.
- Assign regional manager role to yourself and any area leads
- Confirm each user has downloaded the mobile app (iOS / Android)
Day 2–3 — First live case
- Create a test case using a current or recent project
- Submit one sample with a project manager. Walk through the flow together.
- Confirm the lab receives the submission (ask your lab contact to verify)
- Receive a test result and confirm it appears in the case record
Day 3–5 — Team rollout
- Brief the full project manager team. 30 minutes is enough.
- Share the Get Started guide with all users
- Set expectation: all new cases go through LabServices from this date
- Book a 2-week check-in. Confirm all PMs are submitting and tracking via the app.
What works best
- Start with one active project, not all of them. Migrate as new cases open.
- Get your lab contact to confirm they're comfortable with the submission format before go-live.
- The biggest adoption driver: the first time a PM doesn't have to call the lab to get a status update.
- Regional managers: check the dashboard daily for the first two weeks. It makes adoption visible.
We'll do it with you
Prefer a guided onboarding? Book a call and we'll walk through the setup with you in real time: organisation setup, user invites, first case, first submission.
Book onboarding call