Accessing the LIMS Setup
Labmanager and admin users gain access to the Bika Setup via the Setup cog icon, displayed at top right o most LIMS pages
The configuration items are listed here for easy access. First Item, Setup, provides acces to most of the global defaults. Analysis Services define the tests your lab offers. All the other setup items apsrt form templates are the building blocks culmibating in Analysis Services
Most Setup items are configured to be used on the Sample registration form, and later in the workflow during 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
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Create new Setup items
Navigate to the list, folder, of setup items where a new one is to be added, e.g. Analysis Categories
On the list that opens, click + Add
 Complete the fields on the Add form, compulsory fields are indicated with red markers
Press Save
Edit a Setup item
Click on the item to be edited in the list above. The eit form looks exactly like the create form
Apply the require edits and press Save
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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.
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 and 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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