Removing Clients

Removing Clients and Contacts

For traceability and database integrity purposes, Clients and Contacts cannot be deleted in Bika, the same as for the LIMS' setup and configuration

When it becomes necessary, say a Client goes into arrears or a Client Contact resigns, they can be deactivated. The object transitions to state Dormant, de-cluttering look-ups and other lists of active Clients and Contacts

Their transaction history stays intact and dormant Clients can be re-activated again when re-instated

Deactivate Configuration objects in Bika and Senaite Open Source LIMS

NB Contacts might move between Clients and to protect data privacy, also

Remove the user for the contact

and create a new one for him/her at the new employer

Reinstating Dormant Clients

When Clients are reinstated after a period of inactivity, they can be reactivated in the LIMS after relocating them from Dormant lists where they are being kept in the background

All edits on Bika setup items remain traceable and version controlled at all times

Reactivating Client Contacts in Bika | Senaite Open Source LIMS

Transactional objects

Analysis Requests, Samples and Batches can be cancelled and transitioned to the background in state Cancelled

They maintain their primary workflow states from where they too can be woken up again if needed

Nothing Deleted. Only Deactivated or Cancelled