4.8.2 Completing the Bika configuration sheets

Sequence. Do not change sheet order

Building the configuration DB bottom up, the logic in Order of Configuration is followed. The sheets are presented in this order, not alphabetically, and loaded in the same sequence for references to be preserved

Prioritised

Some of the Tables are hardly used, while others, e.g. Analysis Services and Sample Types, are critical. Depending on the complexity and size of your configuration, not all of the sheets have to be completed for a successful upload

The sheet tab colours correspond to its Importance, see table at right,

Must do is red

Important yellow

Useful green

Nice to have is grey, only if you really need them

Please don't touch the Black sheets, they host a number of constants used in look-ups on the other sheets

Mind the gap 

To simplify navigation when starting out, some columns are hidden on wide sheets. Client addresses are good examples, collapse and expand columns as required

Linked to Manual pages

Where available, on sheets' Title fields

Pre-populated

Some sheets are pre-populated with either examples of data, or useful lookup data. Displayed against yellow shading, edit anything you do not need out of the way

Order of importance 

 Must do

Lab Contacts
Clients
Client Contacts
Sample Types
Analysis Categories
Analysis Services

 Important

Lab Information
Lab Departments
Preservations
Sample Points
Suppliers
Methods
Instruments
Analysis Service ResultOptions
Analysis Profiles
Analysis Profile Services
Analysis Specifications
Reference Definitions
Reference Definition Results
Setup

 Useful

Containers
Preservations
Attachment Types
Storage Locations
Sample Matrices
Instrument Types
Supplier Contacts
Instrument Certifications
Calculations
Calculation Interim fields
Analysis Service Uncertainties
Worksheet Templates
Worksheet Template Services
Worksheet Template Layouts 

 Nice to have

Lab Products
Client Departments
Client Types
Container Types
Sample Point Sample Types
Manufacturers
Sample Templates
Sample Template Analyses
Sample Template Partitions
Sampling Deviations
Sample Conditions

NB Redundant Columns

Are greyed out and can be left empty and are generally left hidden

NB Methods and Instruments and ASs

To resolve many ASs using multiple Methods on more than one Instrument:

• All Instrument and Method combinations to be captured on the 'Instrument Methods' sheet
  No Instruments  must be captured on the Methods Sheet, no Methods on the Instrument sheet
• Capture the default Method and Instrument for an Analysis Service, on the Analysis Services sheet
  All secondary Instrument, Method combinations per AS, must be captured on the Analysis Service Methods and Analysis Service Instruments  sheets

NB Uncertainty % as text

The % uncertainty column on Analysis Services must be formatted as text to be able to interpret the % symbol correctly, else a value like 3% gets loaded as 0.03

For best results, e.g capturing leading zeroes, the Commercial and Protocol ID columns must also be formatted as text

NB AS Keywords on dependent sheets

Where Analysis Titles and Keywords are both used on those sheets depending on ASs like Analysis Service Option, the Keyword does not have to be provided unless there ar ASs with duplicate names

NB Do not touch

Do not touch values in Row 1. Nor sheet titles. These are code used by the import scripts to identify data elements correctly

NB Remove all empty rows

Since Bika Senaite 2.2, the import code fails on empty rows, possibly because of invisible formatting. Please remove all empty rows on all sheets before exporting them