1.2: Set Up Lab Service Requests for In-App & Public Access
The Scenario
Sometimes, researchers don't just need access to a machine; they need your facility's expertise to run it for them. You might have a constant stream of researchers asking for help with sample preparation or data analysis. Instead of managing these requests through scattered emails and chat messages, this setup creates a professional request queue. You can keep this access restricted to your internal QReserve users, or flip a switch to make your forms public—perfect for hosting on your own website or sharing via a direct link. It allows your staff to officially receive, review, and track every service request, ensuring no project falls through the cracks.
QReserve Subscription: Standard
Implementation Difficulty: Intermediate
Implementation Steps
- Configure the Resource: Navigate to
Resources → Add Resource, create the resource, and set its calendar type to Requestable. - Build Your Intake Form: Navigate to
Administration → Forms → Create Formto design a form for your project requirements, then attach it to the Service Request resource. - Set Approver Rules: Go to the resource profile and designate an Approver so staff receive automated notifications for new submissions.
- Enable Web Requests (Optional): To offer public booking, go to
Administration → Web Integration → Create New Web Integrationand select Public Slot Booking & Requests. - If creating a Web Integration for this Request, make sure the resource has the following parameter enabled:
[Resource Name] → Requests → Public Web Integration Requests → Enabled.
- If creating a Web Integration for this Request, make sure the resource has the following parameter enabled:
- Track Progress: Click any request and select + New Project to centralize file storage, manage collaborators, and track progress.
📖 Learn more about Request Mode
📖 Learn more about Project Management
📖 Learn more about Web Integrations
🎬 Watch Setup Video Guide