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Table of Contents

Bika Senaite LIMS User Manual

Disclaimer

Because of the continuous development of the Bika Senaite code, it is near impossible to keep the manual freshly up to date. We apologise for inaccuracy - please alert us to such instances to have it fixed

Please do not use the manual as functional specification

Front Page

Manual Convention

FAQ Glossaries

1 LIMS Portal

1.1 Web based

1.1.1 Passwords and Preferences

1.1.2 Page layout

1.1.3 Bika Browser Convention

1.1.4 Folder structure

1.1.5 Workflow in four steps

1.1.6 System Dashboard

1.2 Usability

1.2.1 Display preferences

1.3 Language Preference

1.4 Brand your LIMS

1.4.1 Portal banner. Favicon

1.4.2 Front page

1.5 Export onscreen data

1.6 Technical

1.6.1 LIMS Version

1.7 Laboratory Document Management System

2 Users and Groups. Security

2.1 User Groups

2.2 Authorisation matrix

2.3 Creating users

2.4 Lab users made easy

3 Clients and Contacts

3.1 Client Organisations

3.2 Managing Clients

3.3 Client User privileges

3.4 Removing Clients

4 Configuration

4.1 Setup Convention

4.2 Order of configuration

4.3 Global settings

4.5 Samples and Sampling

4.7 Translation and Localisation. Removed

4.8 Import setup data

4.9 Migrating the LIMS configuration

5 Instruments

5.1 Instrument Configuration

5.2 Instrument Calibration. Maintenance

5.3 Instrument QC

5.4 Corrective Action

5.5 How To bring an instrument back on line after failing QC

6 Analysis Services

6.1 AS Description. Analysis Attributes

6.2 Uncertainty.

6.3 Result Options

6.4 AS Methods and Instruments

6.5 Sample attributes

6.6 Advanced settings

6.7 Results Interpretation Templates

7 Calculations

Overview. Configuration

7.1 Using Calculations

8 Analysis Profiles. Sample Templates

8.1 Analysis Panels · Profiles

8.2 Sample Registration Templates

9 Product Specifications

Analysis Specifications per Product / Sample Type

10 QC

10.1 Reference Definitions

10.2 Creating Reference Samples

10.3 Capturing QC results

10.4 Control Charts

10.5 QC Failure workflow

10.6 Audit trails

11 Workflow Basics

Also see 1.1.5 Workflow in four steps

11.1 Registering Samples

11.2 Sampling. Preservation

11.3 Receiving and Labelling Samples

11.3.1 Sample Rejection

11.4 Results Capture

11.5 Verify or Retest results

11.6 Results publication. COA

11.7 COA invalidation

11.8 Reanalysing Samples

11.9 Sample Prioritisation

11.10 Workflow States Summary

12 Batching

12.2 Batches and their Samples

12.3 Sample Batch Import from spreadsheet

13 Worksheets

Worksheets manually

13.1 Creating Worksheets

13.1.1 Worksheets per Client and Batch

13.2 Add QC Controls

13.3 Results Capture

Worksheet Correction Factors

13.4 Results Verification. Retesting

13.5 Create Worksheet Templates

13.5 Worksheets from Templates

13.6 Export Worksheets to Instruments

13.7 Instrument results import

13.8 Import manually captured result spreadsheets

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14 Management Reports

Productivity, Quality Control and Administration reports

15 Partitioning Samples. Aliquots

Subdivide Samples for distributed analysis

16 Sample Storage

Configuring Storage Facilities and Sample Containers. Storing and Retrieving Samples

17 Background Processing

17.2 Installation

17.3 Configuration

17.4 Using Asynchronous Processing

Video

Basic

Foir drops icon 32 Batched Sample registration

Drops Icon 32 Receiving and Labeling Samples. Sample Rejection and Cancellation

Creating Worksheets. Manual data capture

Checkboxes icon 64 Results Verification. Retesting. COA Publication

Advanced

Creating and using Worksheet Templates

Creating and using Calculations

Instrument Interfacing

drop and graph icon 64 Bika QC. Reference Definitions and Samples

Light bulb icon 63 More videos by Test It lab

Bulk over-the-counter Samples

Configuring Bika for Fire Assays

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Upgrade Senaite 1 to 2. Config Migration

042 Error Messages. Warnings

FAQ Frequently Asked Questions

Contribute

Very little is often needed to provide essential but small customisations to under sourced labs in remote locations

Creditcards for Bika Open Source LIMS donations