Table of Contents

Bika / Senaite LIMS User Manual

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

1.2 Usability

1.2.1 Display preferences

1.2.2 Tables

1.2.3 Icons

1.2.4 Search

1.3 Brand your LIMS

1.3.1 Portal banner. Favicon

1.3.2 Front page

1.3.3 Portlets

2 Users and Groups. Security

Best Practice

2.1 Managing users and groups

2.2 Authorisation matrix

2.3 Departmental segregation

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

4.4 ID Server

4.5 Samples and Sampling

4.6 Methods

4.7 Translation and Localisation

5 Instruments

5.1 Instrument Configuration

5.2 Instrument Calibration. Maintenance

5.3 Instrument QC

5.4 Corrective Action

6 Analysis Services

Overview

6.1 AS Description. Analysis Attributes

6.2 Uncertainty. Result Options

6.3 AS Methods and Instruments

6.4 Sample and AR attributes

7 Calculations

Overview. Configuration

Correction factors

8 Analysis Templates

Overview. Analysis Panels · Request Templates

9 Product Specifications

Analysis Specifications per Product / Sample Type

10 QC

Overview

10.1 Reference Definitions

10.2 Creating Reference Samples

10.3 Capturing QC results

10.4 Control Charts

10.5 QC Failure workflow

11 Workflow Basics

11.1 Creating Analysis Requests

11.2 Sampling. Preservation

11.3 Receiving and Labeling Samples

11.4 Results Capture

11.5 Verify or Retest results

11.6 Results publication. COA

11.7 COA invalidation

11.8 Workflow States Summary

12 Batching

Overview

5.2 Batches and their Analysis Requests

5.3 Batch AR Import from spreadsheets

13 Worksheets

Worksheets manually

13.1 Creating Worksheets

13.2 Add QC Controls

13.3 Results Capture

Worksheet Correction Factors

13.4 Results Verification. Retesting

Creating Worksheets the easy way

13.5 Creating Worksheets from Templates

13.6 Export Worksheets to Instruments

13.7 Instrument results import

13.8 Import manually captured result spreadsheets

14 Management Reports

Productivity, Quality Control and Administration reports

15 Use Cases

Bulk over-the-counter Samples

Wet Samples

Manual Convention · Front Page

Bika / Senaite Health manual

1 LIMS Portal

2 Users and Groups. Security

3 Clients and Contacts

4 Configuration

5 Instruments

6 Analysis Services

7 Calculations

8 Analysis Templates

9 Product Specifications

10 QC

11 Workflow Basics

12 Batching

13 Worksheets

Worksheets manually

Creating Worksheets the easy way

14 Management Reports

15 Use Cases