8 Analysis Profiles and Templates

8.1 Analysis Profiles

Also called Test Panels or Masks, Analysis Profiles in Bika are the collections of Analyses that are frequently requested together. Set up in Profiles, these Analyses are then requested in one click without having to manually select them individually

The profiles maintained by the lab, as described here, are available to all users. Clients may also maintain their own Profiles which are kept in their own profiles folder and visible to themselves and the lab. 

Creating a Profile

Navigate to Analysis Profiles in the LIMS setup and click [+Add]

On the profile's Default tab, give it a meaningful title and description, and add remarks if required. The title will be displayed in look-up lists where the user has to select one

The profile's keyword is used to identify the profile in import files

Sample types for which this analysis profile is supported can be selected. The profile won't be available for selection in sample creation and edit forms unless the selected sample type is one of these. If no sample type is set here, this profile will always be available for selection, regardless of the sample type of the sample.

Select the Analysis Services to include on the Analyses tab

Editing a Profile

Open the Profile by clicking on it in the Analysis Profiles list

NB Checkboxes that can edited on the View page are misleading, a Profile can only be edited after clicking its Edit tab that opens the editable pages

Proceed making changes on the Default, Analyses pages and save

Pricing per Profile

Often these Analyses, say Metals in water, are carried out in the same Instrument run and can all be offered together at little xtra cost and offered at a discount to clients as a Profile Price

Saving Clicks. Using Analysis Profiles

By storing the collection of analyses in a profile, these can be re-ordered  through one click in stead of having to select all the analyses one by one. More than one Profile can be used per Sample

The defaults can still be modified in the Sample registration form

Sample Registration Templates

Sample Templates take Sample registration a few steps further than Profiles by also including Sample Type and Point, Sample Partitions and their Containers, Preservation and Analysis distribution between them

Especially handy for recurring sampling at the same Sample Point

Analysis Profiles and Sample Templates
in the Bika Database Schema