Setup Convention

Accessing the LIMS Setup

Labmanager and admin users gain access to the Bika  Setup via the Setup cog icon, displayed at the top right of most LIMS pages

The configuration items are listed here for easy access. First Item, Setup, provides access to most of the global defaults. Analysis Services define the tests your lab offers. All the other setup items apart from templates are the building blocks culminating in Analysis Services

Most Setup items are configured to be used on the Sample registration form, and later in the workflow during results capture and reporting

All of them can be found in the Bika setup and its Navigation column, available only to users authorised as labmanagers

Global System Defaults

A further list of global settings is available for configuration from the veryfirst button on the page, [Setup]

They are categorised in a number of tabs

Create new Setup items

Navigate to the list or folder of setup items where a new one is to be added, e.g. Analysis Categories

On the list that opens, click [+ Add]

Complete the fields on the Add form, compulsory fields are indicated with red markers

Press [Save]

Edit a Setup item

Click on the item to be edited in the list above. The edit form looks exactly like the create form

Deactivating Setup Items

For traceability and database integrity, no data in the LIMS can be deleted. Where it becomes necessary, Setup items can be deactivated, transitioning to the state Dormant and off lookup and other lists. These can be reactivated again if necessary.

Transactional objects, such as Analysis Requests and Batches, can be cancelled, and they are moved to the background as Cancelled, maintaining their primary workflow states, from where they too can be woken up again if needed

Setup objects are Deactivated from their lists 

Or on the object itself

Re-appropriating Dormant setup Items

Similarly, Dormant items, say Methods that were unavailable and become available again, can be Reactivated, after relocating them from Dormant lists where they are being kept in the background

All edits on them remain traceable and version controlled