4. Configuration

Disclaimer

    Table of Contents...                 

Setup Convention

4.1 How to create, edit, view and de-activate Bika and Senaite configuration objects

Order of configuration

4.2 On fresh installations, follow this sequence to ensure everything stacks up

Global Settings

4.3 Main considerations before diving deeper

ID Server

4.4 Format the IDs generated by Bika

Samples and Sampling

4.5 Leading up to the Analysis Services the lab offers, all their dependants

Also see Audit logs
Extensive logging of changes and transitions of configuration objects which are also versioned for database integrity purposes

Methods

4.6 Configure the Analytical methods used in the your lab 

From here, proceed to set up:

Instruments
Analysis Services
Calculations
Profiles
Specifications

Worksheet Templates

Reference Material 

Email  Settings

4.7 Email notification and password resets will not work without this

Import setup data

4.8 Use Bika's online spreadsheets for bulk imports of setup data. Get configurations done swiftly

Migrating the LIMS Configuration

4.9 Export and import the LIMS Configuration

Also see

Export onscreen data

Near all tabled lists and transactional objects can be downloaded as CSV with the click of a button

Bika / Senaite ERD

Top level, layman's

  Analysis Request = Sample

In earlier Bika and Senaite versions, 'Analysis Request' was the term used before changing it to more commonly accepted 'Sample'. Some screenshots and texts still use Analysis Request