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Bika · New functions specification and use cases
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General Micro-Bio Analysis
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Chemical Analysis Requests . CARsPurposeClients and lab staff use this facility to create, edit and manage CARs per sample Note – AR templatesMany of the fields required when creating CARs can be completed easily by using CAR templates maintained elsewhere. CAR templates are described in Use case - CAR Templating Module and is not included in this the paragraph here. Template driven fields are styled clearly in the Create CAR page in the wire frame model CAR tabs
Apart from the standard bika CAR functionality and workflow, BikaClient requires: Client status checksi) no requests are allowed
for ‘blocked’ clients – they are shown a message
telling them why before being returned back to their previous page.
Blocking a client gets done by the labmanager in the client set-up ii) ‘past due’ clients and those overstepping their
credit limits who place CARs are still allowed to do so but a notification
is raised for the labmanager. Setting these statuses and limits
are done in the client set-up and are regularly updated via imports
from Pastel iii) after the CAR is created, the AR’s
prices are brought in calculation against the client’s credit
limit and the labmanager notified if the client had gone over TemplatesShould the role player select a CAR template, the fields indicated to be template driven are loaded with the selection from the template The user may still over ride these values If she on top of that select ‘All’ on the template row, the template is applied for all the AR columns on the Create page. In the fashion describe at ‘All’ checkbox. Creating ARS with the same header info CC results and invoicing of othersi) the option to include contacts to be cc’d in emailed results. contacts included here get the result as set up per their own publication preferences, email and/or fax
ii) if enabled in the client’s set-up, the option to indicate a 3rd party, other than the analysis requester, to be invoiced is available
iii) a global list of allowed 3rd party invoicees is maintained in the lab set-up. in the client accounts set-up, labmanagers may assign 3rd party invoicees from this global list to specific clients Quotesif the CAR is created as the result of a quote, the quote number is carried over onto the AR. Quotes are discussed in Use case - Quotes Module Specificationsthe sample type is selected from a list of sample types maintained in the lab set-up – this parameter is used to determine the valid range for analysis results on the CAR for this sample as specified in the product specification module Control samplesif the analyses will be done on a control sample, this option gets checked when creating the CAR What happens after AR creation if this is checked? Or is this just record as a reference point for reporting purposes? Just record BlobsPlease see Blobs - Text insertions and Calculated Bobs - Interpretation table insertions “Duplication of these texts on results emails, faxes and pages are prevented” Cost codesDefault cost codes are associated with analytical services in the system set-up and these references are maintained for reporting purposes. Since all the analyses on a CAR will be of the same cost code, ie ‘Chemical analyses’, the assigned cost code title is shown, to the labmanager only, on the | invoice | tab of the CAR It seems as if 'Chemical analyses' cost codes should be hardcoded. Or is there a place in the system where this is configured? /setup/accounts/costcodes.htm Re-testing of suspect valuesAt times analyses maybe repeated to confirm suspicious results. These are then marked ‘confirmed/retested’ on the AR If the client insist on further retesting, a separate CAR is made out for the same sample and the client charged Why not use the workflow ie. retract and republish? The log will show these transitions. Can be used to mark the value 'retested' for clients? They do not see the logs Re-publication of resultsa (re)publish button on CAR lists pages will publish all verified results on the selected ARs. it addresses the use case where a single analysis is delaying publication of other results its secondary function is to republish the selected ARs where contacts request it (lost the previous email and too lazy to look on the web.... NB NB by having this button also on client CAR lists, publication of results per client will also be facilitated in a better way than the current functionality where a specific client’s ARs maybe separated over more than one page in the global AR list. Wire frame CAR view here:: Why not use the workflow ie. retract and republish? The log will show these transitions. Its a hard rule that published results cannot be retracted. Unless it can be prevented from further retraction and data tampering. Also, [re-publish] is 1 click only Weight calculationsSome analyses require weight calculations and are flagged as such in their set-up pages. For these analyses, normally expressed as percentages ie ‘% moisture’, extra fields are added on the Manage Results tab to calculate the result value from some primary measured weights: ‘All’ checkbox. Creating ARS with the same header infoOften the batch of ARs being created on the Create AR page, will have the same attributes, ie interpretation tables or other blobs to be inserted. In these cases, the user clicks the ‘All’ checkbox on the row under consideration, ie next to ‘Sample type’ if all the samples are from the same type, and provides that entry only for the first AR in column 1 The value then gets repeated for that field for all AR columns. These remain editable and the user may want to edit any deviations Turn around times not met When an analysis is taking longer than its targeted turnaround time, a notification to labmanager and technicians is raised Job card linksOn AR views, hyper linked Job card Ids are shown for analyses assigned to Job cards. This is mainly to assist lab staff trace analyses in the lab Clients should not see Job cards including requests by other clients. Since, specifically for MicroB analyses but chemical job cards inherits the functionality here, client specific sample batches are facilitated on job cards and also published as such, clients will often be familiar with their results in job card context firstly. I don't understand the above paragraph. Does it describe functionality required? Yes new. Publication and client views of jobcards, see MicroB jobcards. But this falls away in chemistry only spec NB NB Therefore it makes sense to include links for clients to Job cards containing their data only See Micro-Biological JCs, these client batch job cards are provided per list to clients as well Diversei) individual analyses statuses are shown and linked to logs of status changes ii) often organisations requesting analyses supply an order number and it is captured on the CAR iii) prices remain editable for labmanagers on the create and edit pages iv) designated manager. in the set-up, a table of departmental managers is maintained. all the LIMS publications are related to a department and responsible manager. on the CAR, the responsible manager is shown to everybody incl clients. for special cases, the manager responsible for a certain object may overwritten by the labmanager on the create and edit pages v) apart form the standard information, CARs show:
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