大仪共享二期系统操作指南

          感谢各位老师、同学的大力支持，针对不同用户角色，大仪系统二期使用的概要信息如下：

仪器使用用户

1、 账号需要提前一天注册，系统每晚凌晨同步更新数据，以绑定课题组账号信息；

2、 预约、使用仪器需要选择PI经费卡，如经费卡不可选，请至“课题组”—“可用经费余额”标签下查看“当前可用经费余额”信息；

3、 仪器如需培训才能使用，需要联系仪器管理员在“培训模块”中报名“培训课程”，并获得培训后授权使用。

    具体操作说明见附件： 常规用户大仪系统二期操作使用手册.pdf

PI（PI/助理）用户

1、 二期上线的“线上结算”模块，需要PI或PI助理首先至“报销管理”—“经费管理”中操作经费冻结；

2、 课题组成员使用后，每月中旬需要PI或PI助理至“报销管理”—“结算明细”中核实上一个月的费用明细，并由PI本人账户操作“全部确认”以结算费用。

    如课题组结算明细中有以下两种情况，则需要操作“修改经费卡号”；

3、 设置PI助理的方式，以下其中之一：

l PI的“PI助理”发邮件给wuweiwei@westlake.edu.cn，抄送给PI，写明设置“PI助理”；

l PI直接发邮件给wuweiwei@westlake.edu.cn，指定PI助理。

   相关详细操作说明见附件： PI用户财务结算模块使用说明.pdf PI课题组结算操作说明.docx

仪器管理员用户：

1、 新增“培训模块”，仪器如需培训，请先设置“培训课程”，可设置定期培训或长期培训课程；

2、 如遇系统自动计费需要调整的情况，请至仪器的“使用记录”中进行编辑修改；

3、 如仪器没有安装电脑客户端或者刷卡机，请在仪器的“预约设置”中，勾选“用户预约爽约后自动生成使用记录”选项，系统会对预约的用户自动生成使用记录，供您进行相应的编辑操作；

4、 系统上线前（7月6日正式上线）的“使用收费”线上结算逻辑不适用，不能成功操作“确认”，需要走线下结算流程；

5、 系统产生记录的使用收费都应该走线上结算流程，否则会造成PI经费被预占用，无法退还的情况；

6、 校外用户模块已完善，支持线上打印缴费单。

相关详细操作说明见附件： 仪器管理员大仪系统二期操作使用手册.pdf、 校外用户使用操作说明.pdf、 校外用户收费标准设置操作指南.pdf   

User Guide for Research Equipment Share Service System 2.0

         Thanks to all users’ supports, the Research Equipment Share Service System 2.0 phase was launched smoothly. Here is the guideline information for the upgraded system.

For Equipment User role:

1. The account must be registered one day in advance, due to the system data synchronizes at the midnight every day, you may fail to choose the lab’s fund account for reserving equipment.

2. The Lab’s fund account must be chosen when you reserve the research equipment resource in the system; the Lab’s fund account and amount availability could be checked under the lab menu.

3. If the training course must be taken before using the equipment, you need to go to “training module” to find the training course, sign yourself up to attend, and then get the authorization after training.

      Refer to the following appendix for detailed instruction please. 常规用户大仪系统二期操作使用手册.pdf（only Chinese version is available）

For PI and PI assistant role:

1. Before the lab member uses equipment, PI or PI assistant must freeze amount of money;

2. In the middle of each month, PI or PI assistant should review the last month’s billing list from each core facility and confirm all the charges online by the PI’s account.

3. There are 2 ways to assign a PI assistant, either way works.

l Your assistant sends an email to wuweiwei@westlake.edu.cn with you copied and expresses clearly to be PI assistant under your instruction;

OR

l Please you send an email to wuweiwei@westlake.edu.cn and specify the name of PI assistant.

       Refer to the following appendix for detailed instruction please. PI用户财务结算模块使用说明.pdf  PI课题组结算操作说明.docx(bilingual langues are available)

For Equipment owner role:

1. The training module was newly added, please set your course arrangement under each equipment, scheduled course or long-term course could be set up.

2. If the charge amount calculated automatically by the system is incorrect, you can edit the record item under the equipment usage list page.

3. If there is neither client software installed in the equipment control computer nor the power controller connected to the equipment, you can mark “generate the usage record if the reservation is stood up” in the equipment setting page, then the usage record can be generated according to the reservation information and edited to the true information.

4. Online charging only applies for the records generated after July 6^th of 2020, all the previous bills have to be settled offline.

5. All the records generated after July 6^th must be charged online, otherwise the PI’s money may be occupied and couldn’t be released.

6. External user module was improved.

       Refer to the following appendix for detailed instruction please. 仪器管理员大仪系统二期操作使用手册.pdf,  校外用户使用操作说明.pdf ,  校外用户收费标准设置操作指南.pdf(only Chinese langue is available).