Adding Lab Results (COAs)

Objective

This video outlines the steps to access, add, edit, and display Certificates of Analysis (COAs) on the website for lab results management.

Key Steps

1. Accessing the COAs Tool 1:00

• Log into the backend of the website using WordPress.

• Navigate to the dashboard.

• Click on the COAs tool located on the left-hand side of the screen.

2. Adding New COAs 1:47

• Click on 'Add New COA' at the top of the COAs page.

• Enter a name for the batch of test results (e.g., 'Harvest 3').

• Add test result documents by: 

  • Giving each document a title that correlates with the COAs module.

  • Optionally adding a subtitle (e.g., strain type).

  • Uploading the PDF documents outlining the test results.

  • If applicable, add an external URL for displaying COAs.

3. Publishing New COAs 2:59

• Once all information is entered, click 'Publish' on the right-hand side of the screen.

• Verify that the new COA (e.g., 'Harvest 3') is displayed in the COAs module.

4. Bulk Uploading PDFs 3:35

• Click 'Add File' to upload multiple PDFs.

• Hold down the shift key to select multiple files.

• Click 'Select' to upload all chosen files.

• Name each file with a title and subtitle as needed, then click 'Save'.

5. Editing Existing COAs 4:29

• Go to the 'All COAs' tab.

• Click on the batch you wish to edit.

• Update the title, subtitle, URL, or replace the linked file as necessary.

• Click 'Update' in the publish box to save changes.

6. Adding COAs Module to a New Page 5:20

• Navigate to the page where you want to add the COAs module (e.g., 'About Us').

• Click 'Edit Page' in the top toolbar.

• In the page builder, click 'Add Module'.

• Select the COAs module and optionally add a title and content.

• Preview changes to ensure the test results display correctly.

Cautionary Notes

• Ensure that all uploaded documents are the most current lab results before publishing.

• Double-check the titles and subtitles for accuracy to avoid confusion for customers.

Tips for Efficiency

• Use bulk upload for multiple PDFs to save time.

• Keep a consistent naming convention for documents to streamline the process of finding and editing files.

Link to Loom

https://loom.com/share/074240da6df44740b102a16bf1f42eca