3.1 Client Organisations

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 The lab may give Clients discounts for being a bulk buyer or if the Client is a 'member' - sometimes the case in privately held co-operative labs The membership discount is set as a percentage while individual bulk prices can be assigned to individual Analysis Services 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 be 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 Which decimal mark to use Removing Clients More here... To maintain database integrity, you will not be able to delete Clients but only deactivate them and their Contacts individually to exclude them from view. This also maintains traceability, and contains data clutter. Deactivated Clients are listed on 'Inactive' lists from where they may be reactivated again To deactivate 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

Spacer 400

Client Configuration

The lab may give Clients discounts for being a bulk buyer or if the Client is a 'member' - sometimes the case in privately held co-operative labs

The membership discount is set as a percentage while individual bulk prices can be assigned to individual Analysis Services

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 be 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
Which decimal mark to use

Removing Clients

More here...

To maintain database integrity, you will not be able to delete Clients but only deactivate them and their Contacts individually to exclude them from view. This also maintains traceability, and contains data clutter. Deactivated Clients are listed on 'Inactive' lists from where they may be reactivated again

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