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Access
Labmanager and admin users gain access from the Setup option on the user drop-down at very top right on all screens
Quick Access
Especially diring initial configuration, the Setup area is visited often, use this button
Creating and Maintaining the LIMS Configuration
Most Setup items are configured to be used on the AR Create form, and later results capture and reporting.
All of them can be found in the Bika setup and its Navigation column, available only to users authorised as labmanagers.
Click on an existing object to edit it or the add button to create a new one
Plone Configuration
Basic LIMS platform options are set from the top half of the page, most importantly Users and Groups
More options are available to admin users here, note the ZMI, the Zope Management Interface, which provides access directly to the code, but is more commonly used to tweak low level settings and templates
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Deactivating Setup Items
For traceability and database integrity, no data in the LIMS can be deleted. Where it becomes necessary, Setup items can be deactivated, transitioning to state Dormant and off look-up and other lists. These can be re-activated again if necessary.
Transactional objects such as Analysis Requests and Batches, can be cancelled and they are moved to the background as Cancelled, maintaining their primary workflow states from where they too can be woken up again if needed.
Nothing Deleted. Deactivate or Cancel
Setup objects are Deactivated from their lists
Or on the object itself
Re-appropriating Dormant setup Items
Similarly, Dormant items, say Methods that were unavailable become available again, can be Re-activated, after relocating them from Dormant lists where they are being kept in the background
All edits on them remain traceable and version controlled
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Ingozi