3.1 Client Organisations and their Contacts

Bika Senaite differentiates between Client organisations and their people, Client Contacts. The LIMS communicates with the Contacts only. They request Analyses and receive results, browse and report on their data online, via their trusted browsers. They may also configure their own information such as Sample points, and Profiles

Disclaimer
Creating new Clients Authorised labmanagers or labclerks navigate to the LIMS client folder from the navigation panel in the left hand column. The clients list is displayed: Click on a client to navigate to its pages or push [Add] to create a new one	Client Configuration Clients could do these themselves Bika's design aims to remove admin loads in the labs and for Clients to maintain their own Contacts, preferences and Templates Most labs prefer labmanagers to do the initial registration after an application and approval process, and then hand over to them, referring to these manual pages, or distributing their own client user guides On the client records, tabs are available to edit the client's contact and address information, contact people and preferences, as well as its Sample Points, Profiles, Sample Templates, Specifications and Sampling Round Templates Their Transactions lists are populated later: Batches, Analysis Requests, Imports, Samples, Sampling Rounds and Supply Orders. More about them later	Client Preferences On the Client's Preferences tab a number of items can be set up: An email address that will always bee cc'd with COAs, typically a QC manager at the Client For the Sample Registration form, which Analysis Categories the client will be restricted to and which ones to automatically expand Which decimal mark to use Removing Clients To maintain database integrity, you will not be able to delete Clients but only de-activate them and their contacts individually to exclude them from view. This also maintains traceability, and contain data clutter. They are listed on 'dormant' lists from where they may be re-activated again To de-activate a client, select it from the clients list, check the corresponding box, and press the [deactivate] button. They may be re-instated later

Disclaimer

Creating new Clients

Authorised labmanagers or labclerks navigate to the LIMS client folder from the navigation panel in the left hand column. The clients list is displayed:

Client List in Bika Senaite Open Source LIMS

Click on a client to navigate to its pages or push [Add] to create a new one

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Client Configuration

Clients could do these themselves

Bika's design aims to remove admin loads in the labs and for Clients to maintain their own Contacts, preferences and Templates

Most labs prefer labmanagers to do the initial registration after an application and approval process, and then hand over to them, referring to these manual pages, or distributing their own client user guides

On the client records, tabs are available to edit the client's contact and address information, contact people and preferences, as well as its Sample Points, Profiles, Sample Templates, Specifications and Sampling Round Templates

Their Transactions lists are populated later: Batches, Analysis Requests, Imports, Samples, Sampling Rounds and Supply Orders. More about them later

Client Preferences

On the Client's Preferences tab a number of items can be set up:

An email address that will always bee cc'd with COAs, typically a QC manager at the Client
For the Sample Registration form, which Analysis Categories the client will be restricted to and which ones to automatically expand
Which decimal mark to use

Removing Clients

To maintain database integrity, you will not be able to delete Clients but only de-activate them and their contacts individually to exclude them from view. This also maintains traceability, and contain data clutter. They are listed on 'dormant' lists from where they may be re-activated again

To de-activate a client, select it from the clients list, check the corresponding box, and press the [deactivate] button. They may be re-instated later