Bika · New functions specification and use cases

    v2.0, 17 October 2006, lemoene

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General

Samples

Chemical Analysis
     Requests
     Templates
     Job Cards
     Quotes

Analysis Specifications

Micro-Bio Analysis
     Requests
     Job Cards
Hygiene Surveys
     Templates
Visual Inspections
Staff Surveys
Cultures and Antibiograms

Orders

MicroB, Order and other Quotes

Invoices

Price Lists

Reports

Orders

Standard bika functionality with the addition of add unlisted items on an open order, see order creation in the wire frame

Similar to submitting Analysis Requests, clients can also place orders for items and non analytical services for sale, remotely

Ordering in advance, has the advantage that labpersonnel can make up orders to be ready when the driver arrives at the lab. For this purpose, the system alarms the dataclerk when new orders are placed.

Like for the AR use cases, Clients not using the internet place there orders at reception with the labclerk who then fills out the order form in LIMS

Use Case - Placing an Order

Role players: client contact, lab clerk and manager

the clientcontact fills out an order form from the 'Orders' item on her main menu

the same client status checks and workflows are carried out as specified for ARs

she provides quantities for items on order and maintained in the systems set-up

an editable field is provide for unlisted ad hoc items

the form totals the cost for the order at the bottom of the form: total, VAT total, total incl VAT

the clientcontact submits the form

the LIMS generates unique serial order number and displays it to the client

like for ARs a notification of the pending order is posted to lab staff, clerks, and managers

she navigates to the order and prints it

the labclerk gets the products ordered ready and packs it

she hands the products to the client's shipping agent / driver

the driver signs the printed order form as 'delivered'

the labclerk pushes [delivered] on the order form in LIMS

LIMS  sets the order's status to 'delivered'

Manually - the dataclerk captures the order

For any other orders not submitted by clients themselves, be it telephonically or 'over the counter', the dataclerk captures and executes the order as per the above use case