Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
project
408935d18744a604
Normalized: experlogix follow up quotes and reorder and essf enhancements
moreland_contracts
Entity Properties (gold project table)
project_id
408935d18744a604
name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
client_id
—
canonical_metadata
—
created_at
2026-02-12 05:36:54.288209+00:00
updated_at
2026-02-12 05:36:54.288209+00:00
status
—
billable
—
recurring
—
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
state
—
team_name
—
closedate
—
dealstage
—
contract_type
time_and_materials
contract_hourly_rate
—
contract_estimated_hours
400.0
contract_total_fee
—
48%
Separation Confidence
How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
100%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Strong source linkage
Source Mappings (89)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| moreland_contracts | krMf2lmmNADvxg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-09T02:06:23.509840+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | PD2WUu8IB7AD+Q | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-03T02:06:54.245363+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | GZFz+d6bpvZwCA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-26T02:08:25.371740+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 2ICJ7WcUKGtNGw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-22T02:06:40.249056+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | aIioVy4bMBh+XQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-06T02:06:34.451715+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | O40sOvjrNQJrbg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-06T06:06:04.970217+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | KH3sqEkwhHw8Vw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-04T00:06:52.147016+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | iLmMAGjH8MseOQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-03-04T06:07:57.028873+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 9E5EyLWt4+LXtA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-03T02:07:05.974590+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | l9rvEvXbgMSC5Q | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-26T12:07:13.613191+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | bGWRz20m51O1dg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-02-26T02:06:50.131762+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | vSAmQtIaFdigYQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-24T18:06:51.324035+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | fUBlYzleSx34QA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-25T12:06:32.048970+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | IjiMHZvqn6Dohg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-24T02:07:23.287252+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 5Z72otzHfeD0ZA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-19T03:12:44.422874+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | exKTVfx5Xib6Qw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-21T06:06:42.101767+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | dMDZf3HEnEeORw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-03T06:05:59.937550+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | ADEX/CyYm6Teew | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-05T12:06:56.582230+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | pQzAUoPDpIWqAg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-19T21:23:23.023521+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | elR0MB3qXNU5BA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-23T02:07:15.465745+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | sG92q/vWQjtK1g | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-25T02:08:05.658752+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | YMfpOLuzei/F8A | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-08T21:09:31.555138+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | +ddjdN9J3qDVqA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-05T02:06:50.406908+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | ItAKcVA6dBeZ2w | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-01T02:08:23.087537+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | IW8KLl0c9O6zTg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-31T02:07:40.056019+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | sVJ78KoaeZs6kQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-06T12:06:11.395737+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | y1ECv4cOaTuErQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-06T00:06:16.164328+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | VR72nVu9rgILAg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-05T02:06:32.531458+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | eLKpGwO6bbZiow | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-04T12:06:37.245020+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | YaN8HtHvVmFhOQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-02T17:49:56.085039+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | E6HVmwIiyuvlWQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-25T18:07:16.135276+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | k2UdB8lRyAhumA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-25T00:06:05.939882+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | Dc3CeViEXd5Orw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-02-25T06:06:52.798890+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 3xaAWgx2d+buzg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-23T00:07:35.880787+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 0e6XtW6G6pv3pw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-21T02:07:02.173543+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | B+1WQ1s4TiZF9A | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-21T18:06:35.408501+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | xsbYUs9go1sX2g | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-19T12:06:59.673154+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | mmJbWSuwAl18aA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
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company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-23T18:07:22.257174+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | xXNZbCArl/X+3Q | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-19T15:18:22.507235+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | XkKvn26qZAgujQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-28T02:07:50.546830+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | VPTn0+Z91iJpbw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-03-29T02:06:43.580776+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | jcJZzCMIxDG6Jw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-06T02:07:09.343474+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | yHsu3sNgg5TskQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-07T02:07:40.544242+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | kqGYOabXUw3PSA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-02T02:07:19.582334+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 94QZEDv4tk5+BQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-27T02:07:30.356242+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 4LTi+/IccA5Azg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-05T00:05:31.430587+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | vgyFm2gjUrDPiQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-03T18:06:59.765476+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 9cOtCzjp0xRGmQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-04T18:07:03.598197+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | T7mdDb/pJKbZ7g | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-02-26T00:06:49.188680+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | QONXdPo/xj+HmA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-24T06:06:32.745808+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | KxDCnOrM9B0qTA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-23T12:06:33.337082+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | olij02OJBLdOng | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-19T03:10:36.680785+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | FeYTVEMF/9cWgw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-20T18:06:05.963956+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | jUBxK9gz4Wm5Sg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-22T00:06:10.119675+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | xGj8KCAYeTlJHw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-22T02:06:39.326768+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | w2Iftu/YfnJssA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-22T06:05:48.190746+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | zMNigV9+31KEGA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-21T12:06:28.567817+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | ibl1cYrM1BSPEQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-24T00:06:17.980667+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | LVRs3zQhd4eXyA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-02T18:06:15.022464+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | z2pJTXuOPcXbUQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-08T02:07:14.926129+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | NIMCIcv9mWvHoA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-04T02:07:39.667572+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | lDRhTfU6oCjKdA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-30T02:08:03.818693+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | UgNe81UdiTcc/A | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-24T02:07:09.531063+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | BvBI+X6lxSAIRA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-03T12:05:12.569472+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | beyw51IAprNGPw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-04T02:07:15.934590+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | sL47nKHnDgxotw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-03T00:05:59.803779+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | J9LgVqXd1C5yXQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-02T17:50:10.888112+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | vNwK9Sz3fnmyDA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-02-23T02:06:55.268443+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 7NIox8Nf9+f+IQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-23T06:07:54.352998+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | bV9fcGDlDrGiOw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-25T02:06:24.923119+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 013B/tM/mwdQ0w | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-19T06:06:53.074375+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | gi1t4RNHJ/rGLg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-20T00:05:47.370980+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | X34bbwPj0DMrZw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-02-20T12:06:38.303693+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | DDCIWp6D2c56fg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-20T02:07:29.064320+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 4vfmtzcDvCh8OQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-22T12:06:24.152855+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | A6rUSGDqpaxMAQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-19T18:06:54.628132+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | tFigD28rw0kieA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-21T00:07:31.605705+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | gLuYK7y6dbZwPQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-20T06:06:41.648923+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | BfPJ7rgXEpVkYA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-24T12:06:24.980532+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | WqijQ9SVy9XXsA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-02-26T18:06:38.948492+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 3MD8SYDylomMwg | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-05T06:06:10.036069+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | tMbyv3JUg56SoA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-20T02:06:40.997815+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | UgljtzKJP3Mf1A | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-03-21T02:07:23.475368+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | lLqbMWTqQsjg7g | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-10T02:07:23.738169+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | VsWf4KpfU6xcbA | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-11T02:06:26.202403+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | w5n3+W7EB8Fiiw | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-12T02:05:55.246036+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | CFE/xDjyd3yK+Q | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-13T02:06:57.112166+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | xBljpEOOrlgQ5w | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including Quotes integration and UX/UI improvements.
start_date
2025-01-01
extracted_at
2026-04-14T02:06:49.654017+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
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| moreland_contracts | hS9wiY2Yab1klQ | Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5a0c97b4e9a89fc538298b9670b4ec59
file_name
Sotera - Experlogix Follow-Up and eSSF Enhancements.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B84ED2A64-ECA2-4F62-9BAA-83C767F0B601%7D&file=Sotera%20-%20Experlogix%20Follow-Up%20and%20eSSF%20Enhancements.docx&action=default&mobileredirect=true
company
Nelson Labs (Sotera Health)
project_name
Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements
contact_person
Dani Silva
contract_type
time_and_materials
hourly_rate
—
estimated_hours
400.0
total_fee_estimate
—
brief_project_description
Enhancements to the Experlogix web-config API and eSSF, including UI integration and functional improvements.
start_date
2025-01-01
extracted_at
2026-04-09T14:00:25.529091+00:00
raw_text_preview
Moreland Arrangement Letter – Nelson Labs (Sotera Health)
Project: Experlogix Follow‑Up (Quotes & Reorder) and eSSF Enhancements Date: {{Month DD, 2025}} Prepared for: Dani Silva, Kate Corr, Nelson Labs (Sotera Health) Prepared by: Moreland Connect, LLC
1) Background and Objectives
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current Experlogix version and is preferable to the IFrame approach. With SME guidance (Hannah, Brooke, John, Mitch), we enhanced the existing “My Orders” re‑order implementation to properly represent prior orders (including Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped v1/PostRequote with a corrected data model, coordinating with Experlogix to validate data entry.
In parallel, we defined the Quotes data model and completed a development UI for a new Quotes page (currently using stub data), designed to leverage the same requote/edit APIs. The next steps are to complete the Quotes integration end‑to‑end, wire the new API, finalize activation logic for routine vs. non‑routine quotes, and connect the “Start Order” flow to the Sample Submission Form (SSF). In addition, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Objectives: - Complete the Experlogix follow‑up for Quotes & Reorder, including API, UI integration, and activation logic. - Implement eSSF UX/UI and functional enhancements aligned to the updated design direction.
2) Scope of Services
The engagement is organized into two workstreams that may run in parallel where dependencies allow.
Workstream A — Experlogix Quotes & Reorder Follow‑Up
v1/PostRequote completion
Implement logic to set quotes to Active when “routine”; keep in Draft for non‑routine and return detailed warnings to the end user consistent with agreed business rules.
Update the response to return the Quote model defined in the ContactQuo
file_created_at
2025-08-22T15:02:52+00:00
file_modified_at
2025-08-22T15:02:50+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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