User Manual

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  Table of Contents...

Manual Convention

 Disclaimer

Because of the continuous development of the Bika Senaite code, it is near impossible to keep the manual freshly up to date. We apologise for inaccuracy - please alert us to such instances to have it fixed

Please do not use the manual as functional specification

1 Introduction. Web portal

Manual Convention. Database integrity, Workflow and usability overview. How to customise your web based LIMS portal

Brand you LIMS

Laboratory Document Management System

2 Users and Groups. Security

Authorisation roles

3 Clients and Contacts

Client organisations and their people, Client Contacts, who request analyses and receive results

4 Configuration

Global defaults and setup items to be configured for your lab's workflow and user responsibilities.

• Methods

• Samples and Sampling

• Import setup data

Use Bika's online spreadsheets for bulk imports of setup data. Get configurations done swiftly

  Order of configuration

On fresh installations, follow this sequence to ensure everything stacks up

5 Instruments

Configuration. Calibration Certificates. QC

6 Analysis Services

The tests your lab offers

• Sample attributes

7 Calculations

Weight loss · Correction factors · Dry Matter · Unit Conversion, more. Configure your own

8 Analysis Profiles. Sample Templates

Analysis Panels · Request Templates

9 Product Specifications

Alerts on out of range results

10 QC

Reference Analyses on standards of certified specification to determine accuracy of analysts, instruments and reagents. Control charts. 'Out of range' alerts. Instrument corrective action

•  How To bring an instrument back on line after failing QC

11 Workflow Basics

Analyses proceed through the system, per parent Sample, triggering alerts and actions while transitioning form state To be Sampled, through, Due, Received, Assigned, To be Verified, Verified and finally, Published

  Intro. Workflow in four easy steps

  Bulk Sample Import

12 Batching

Batch Samples together per Work order, Project, Experiment, Batch import etc. Manage them in context

13 Worksheets. Instruments

Analyses grouped on Worksheets per lab bench - specialist analyst, method and instrument. Uncluttered results capturing and QC

Results spreadsheet imports

14 Management Reports

Productivity, Quality Control and Administration reports

15 Partitioning Samples. Aliquots

Subdivide Samples for distributed analysis

16 Sample Storage

Configuring Storage Facilities and Sample Containers. Storing and Retrieving Samples

17 Billing

Invoicing per Batch

Background Processing

Install, configure, uses and monitor queued background processing

Technical

These howtos have to be written up somewhere'

Use Cases

Bulk over-the-counter Samples

Configuring Bika for Fire Assay

Wet Samples

Error Messages. Warnings

Under Construction

Bika Issue Tracking

Video

If Youtube is not available to you, please try Videos local

Basic

 Batched Sample registration

 Receiving and Labeling Samples. Sample Rejection and Cancellation

 Creating Worksheets. Manual results capture

 Results Verification. Retesting. COA Publication

Advanced

 Bulk Sample Import

 Creating and using Worksheet Templates 

 Creating and using Calculations 

 Instrument Interfacing

  Bika QC. Reference Definitions and Samples

 More videos by Test It lab

 Glossaries

  Bika | Senaite LIMS Terminology

 Health and Biobank

   Analysis and Method Vocabulary 

   Accreditation and QC

   Bika Lab Systems Development Jargon

State of these pages
This version of the Bika user manual, for Bika Senaite 2, remains work in progress. Updated and sourced from training content, replies to user enquiries and testing sessions. Please comment, Lemoene

Documentation is a love letter you write to your future self - Damian Conway