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  1. LIMS
  2. LIMS-2832

Load setup data 1.1 - Spreadsheet additions

    Details

    • Type: Improvement
    • Status: Open
    • Priority: Minor
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:

      Description

      On the Setup sheet

      copy pasta from manual:

      • Sample Partitions - Off if your Samples always arrive in one container
      • Worksheets access to lab managers and assigned analysts only - Off unless your business rules dictate differently
      • Only lab managers may create and manage worksheets - Off, if not business rule
      • Include and display pricing information - On if applicable
      • AR Specifications - Off unless you want to see 'Product' specifications in views and COAs
      • Sample Preservation - Off unless you need it
      • Allow self-verification of results - 1. By default, for ISO 17025 compliance, the same user is not allowed to capture and verify results. Small labs, and skeleton staff on night shift, work around this by enabling self-verification, if not temporarily. Only available for users normally authorised to verify results. Full audit trail remains
      • Number of verifications before a given result is 'verified'. Some labs require more than one verifiers for verification. The setting can be configured further per individual Analysis Service
      • Sample rejection - Off, unless required

      ID Server

      Option to edit all IDs, specifically to add

      {year}

      Worksheet Templates

      Methods

      Analysis Categories

      Sort Order

      Methods

      Should have Instruments column? Separated by comma
      Subcontractor (must check whether bika.coa where it currently lives is installed

      Clients

      ​VAT no, bulk discount (y/n), member discount (y/n)
      Others...

      Environmental conditions

      new sheet

      Sample Conditions

      new sheet

      Reference Samples

      new sheet

        Issue Links

          Activity

          Hide
          lemoene lemoene added a comment - - edited

          Note actual code improvements at https://jira.bikalabs.com/browse/LIMS-3070

          Show
          lemoene lemoene added a comment - - edited Note actual code improvements at https://jira.bikalabs.com/browse/LIMS-3070
          Hide
          lemoene lemoene added a comment - - edited

          Confirmed All text on rows 2 and 3 maybe edited, they are skipped in the code

          Please Confirm

          • Any sheet can be removed if not required seems not possible since Senaite 2?
          • Any column can be removed if not required
          • Columns can be re-arranged
          • Sheet names may NOT be modified
          Show
          lemoene lemoene added a comment - - edited Confirmed All text on rows 2 and 3 maybe edited, they are skipped in the code Please Confirm Any sheet can be removed if not required seems not possible since Senaite 2? Any column can be removed if not required Columns can be re-arranged Sheet names may NOT be modified

            People

            • Assignee:
              lemoene lemoene
              Reporter:
              lemoene lemoene
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              Dates

              • Created:
                Updated: