Divisions

To use this functionality, install senaite.clientdivisions

The Bika Client functionality is cloned as Divisions that live inside their parent Clients. Divisions have full Client functionality, with their own Contacts, Batches, Samples etc.

Permissions & Logic

Users with access to a Parent Client are able to view all related Child Clients’ data

Contacts at a Division do not see other Division’s data, nor the parent Client’s

Divisions remain editable and functionally independent and have their own contacts, samples, invoices, etc.

Clients

Clients have a Divisions tab where all its Divisions are listed and hyperlinked. Users navigate to Divisions from here

Or expand the Client on the Client list:

Divisions

Division views look exactly like Clients’ but without the Divisions tab. Users can navigate back to the parent Client by clicking on it in the breadcrumbs

Batches and Samples

The breadcrumbs on Batches and Sample are Plone’s default and do not include the parent Client in the case of a Division's

Samples do have a Division attribute but should not be included on Sample Create and View forms. It is alway auto filled. Division not Editable on Batches and Samples

Because of the hierarchical folder structure of the Bika DB, Batch and Sample Division attribute values cannot be edited once created. Like with their Client attributes currently

Main Client and Divisions are Independent Sample Submitters

Though main Client Contacts have view access to Division Samples and results, they cannot create Batches and Samples on behalf of the Divisions. It is expected that the main Client will submit Samples for their own use only

Best practice will always be to navigate to the Division and create their Batches and Samples there