Post import Configuration
Even the best import sheets do not get to all the corners in the system
Installation and Configuration
At this point we assume you install a Senaite site and uploaded the Setup data spreadsheets successfully
You'll already be able to process Samples but are likely to come across gaps that lab manager users continue to plug. We describe the more common follow ups to the spread sheet import here, recommended to do before starting to use the system
Install add-on products
A wide variety of add-on Bika and Senaite modules are available as 'Add-ons' to complement the standard installation
Popular ones are
- senaite.instruments - Various instrument interfaces
- senaite.storage - Sample storage module
- bika.ui - restores the classic multicolour Bika icon set
- bika.coa -A number of variations on the standard COA Templates
- bika.extras - Handy tweaks not in core and other customisations staged here before merging with core
- senaite.crms - Enables alert for soon to expire Reference Samples
- senaite.patient - and various microbiology add-ons for health care labs.
Configure a mail host or a site 'From' address, for emails to work. Localhost, port 25 and valid email address, utf-8 character set
Site 'From' Address
Brand your LIMS
Configure the LIMS to use the lab's own logo, favicon and site title, in the UI and COAs
Core Setup items per tab
In the very first setup item, SETUP, top left of the LIMS setup page, a number of tabs need to be reviewed as it effects the way the lab works
These are the important tabs:
Security
Consider these alternatives:
Allow access to worksheets only to assigned analysts.
Disable submission of results by analysts for one another
Allow only lab managers to create and manage worksheets
Accounting
Disable Pricing information if you are an inhouse lab and don't need to display or use prices for testing
Analyses
Categorise analysis services - to group analysis services by category in the LIMS views and COA
Enable Automatic verification of samples. This sees samples automatically verified as soon as all results are individually verified.
Allow self-verification of results in labs where ISO 17025 workflow does not have to be followed, or emergencies when a Verifier is not available
Sampling
If your lab does sampling too and you want the Sampler and DateTime recorded in a workflow step, enable Sampling
Auto-receive samples. In labs where all samples are registered at reception, enable this option for samples to start their workflow in Received state and skip the To Be Sampled and Due states for a quicker progression
Set the Reference Sample Expiry Warning, the number of days before expiry an alert will be raised
ID Server
Labs have different Sample Identification conventions and these can be configured on the Setup's ID Server tab
Common practice is to add the year, {year} to Sample IDs
Configure the Sample Registration form
Decide which of then many available Sample attributes you want to use, and select only them on the Manage Form Fields screen. Order them in a logic sequence
COA Templates
Select the templates to be made available, default template and page format