This procedure assume FinePointe is configured with the default security policies. FinePointe Studies can only belong to one laboratory at a time, but users can be granted access to multiple laboratories.

Creating a new laboratory

1. Launch FinePointe Control Panel. Note: You must use a Windows Administrator account.
2. Select “Manage Studies and Laboratories”.
3. Click the “New Laboratory” button on the main toolbar. The “Add New Laboratory” dialog should open.
4. Enter the name of the new laboratory in the “Name” field. The name must be unique.
5. Enter a description of the laboratory in the “Information” field. This field is optional.
6. Click the “OK” button. The new lab should appear in the list on the left.
7. Left-click the new lab one time to select. Note that no studies will appear in the study list on the right until an existing study has been added manually or a new study is created under the new laboratory.
8. While the new laboratory is still selected, click the “Manage Laboratory Users” button on the main toolbar (blue person icon). The Authorized User list for the new lab will open. The only “User” that will initially appear in the new lab is “New Users On Login”. Existing FinePointe users are not added by default, but FinePointe users with the “System Administrator” right will have full control of all laboratories even if they do not appear in the Authorized Users list. Any users that are created in FinePointe after a laboratory is created are added to the Authorized User list for all existing labs and given full access. The users must be manually removed if you do not want them to have access.

Adding an existing study to a laboratory

1. Launch FinePointe Control Panel. Note: You must use a Windows Administrators account!
2. Select “Manage Studies and Laboratories”.
3. Left-click the lab you want to add a study to one time select. Any studies that are currently assigned to the lab will be displayed in the list on the right.
4. Click the “Add Studies” button on the main toolbar (green “+” icon). The “Add Studies” dialog should open.
5. The Study Controller server will be selected by default in the “Select Machine” field. Keep this selection.
6. In the Study Name list, click to check each study you want to add to the laboratory.
7. Click the “OK” button. The studies you selected will be added the laboratory and appear in the study list on the right.
8. Please note that to move a study to one laboratory to another, you must remove it from the first lab and then add it to the second lab.

Removing a study from a laboratory

1. Launch FinePointe control Panel. Note: You must use a Windows Administrator account.
2. Select “Manage Studies and Laboratories”.
3. Left-click the lab you want to remove a study from one time select. Any studies that currently belong to the lab will be displayed in the list on the right.
4. In the study list on the right, left-click the study you want to remove from the lab one time to select.
5. Click the “Remove Study” button on the main toolbar (red “-” icon). A confirmation message will appear asking if you sure you want to remove the study.
6. Click the “yes” button. The study will be removed from the laboratory. It will no longer appear in the study list on the right. The study has not been deleted. It still exists on the SQL server, but it is does not belong to a laboratory. It can be added to a different laboratory at this time.

Adding a FinePointe user to a laboratory

1. Launch FinePointe Control Panel. Note: You must use a Windows Administrator account.
2. Select “Manage Studies and Laboratories”.
3. Left-click the laboratory you want to add a FinePointe user to one time to select.
4. While the new laboratory is still selected, click the “Manage Laboratory Users” button on the main toolbar (blue person icon). The Authorized User list for the new lab will open. All current lab users will appear in this list.
5. Click the “Add User” button above the Authorized User list (green “+” icon). The “Add Users and Roles” dialog will appear. A list of all users that are not current members of the lab will appear on the left. A list of possible user roles appears on the right.
6. Select the User you want to add to the laboratory from the list on the left.
7. Select the roles you want to assign to the User from the list on the right. Here are the main User roles:
   1. Laboratory Administrator – This is the highest level role that can be assigned to a user other that “System Administrator”. The user will be able perform all tasks including creating new studies and managing lab users. They will be able to add or remove existing users from the lab when logged into FinePointe Review.
   2. Study Administrator – This user can do everything the Laboratory Administrator can do except modify a laboratory or manage the laboratory users. This user can manage users on the Study level if the users are already members of the parent laboratory.
   3. Technician - This user can do anything the Study Administrator can do except create studies or modify studies at a high level. This user cannot delete, archive, or restore studies. They can modify the study settings. This role has no control over users at any level. This is the most common role to assigned laboratory technician. This is the lowest level role that can run a session and collect data.
   4. Study User – This user can only study export data. Access to a study is read only. This user cannot run a session and collect data. They cannot modify the study in any way.
   5. Contract Client – This is a special role that has the same access as the Study User. It is designed to be used by someone outside of the research staff to review data in a study. All access is read only.
   6. All other roles are used for creating GLP signatures. GLP roles should not be used unless you have a version of FinePointe with the GLP features enabled. These roles are not discussed in this document.
8. Please note that any new users added to FinePointe after a laboratory has been created are added to the Authorized User list of all existing laboratories!

Removing a FinePointe User from a laboratory

1. Launch FinePointe Control Panel. Note: You must use a Windows Administrator account.
2. Select “Manage Studies and Laboratories”.
3. Left-click the laboratory you want to remove a FinePointe user from one time to select.
4. While the new laboratory is still selected, click the “Manage Laboratory Users” button on the main toolbar (blue person icon). The Authorized User list for the new lab will open. All current lab users will appear in this list.
5. Left-click the user you want to remove one time to select.
6. Click the “Delete User” button above the Authorized User list (red “-” icon).
7. The user will be removed from the Authorized User list on the left.