3.3. Client actions and set-up

Next: Client Contacts Previous: Creating a Client  

In Bika LIMS 1.2 clients had one row of tabs available in the central work area. Due to expanded functionality in LIMS 2, the client tabs are now divided into two groups: |setup| and |actions|

When the tabs are displayed, the right most tab, either |setup| and |actions|, allows the user to switch to the alternative set of tabs. See the screen shots below. The |actions| tabs are the client's default view

The |setup| items consist of several set-up pages for configuring static client information, reached with the tabs:

• |edit| for address, telephone numbers and similar information
  
• |contacts| to configure the contact people at the client
  
• |profiles| for setting up the client's analysis profiles, templates used for repeated one click completion of analysis requests consisting of the same collection of commonly ordered analyses
  
• |specs| to configure the client's own specifications of valid ranges for analysis results for different sample types. These may differ from the specifications applied by the lab itself
  

Note the |actions| tab at far right, that'll toggle the client's action tabs menu

Set-up tabs showing with the |actions| tab highlighted

The |actions| items consist of several pages for dynamic client data, reached with the tabs:

• |samples| for viewing and editing samples
  
• |analysis requests| used to order, list and edit ARs
  
• |imports| to bulk import analysis requests per comma delimited spreadsheet
  
• |orders| to order, list and edit non analytical services or products offered by the lab
  

Action tabs shown with the |setup| tab highlighted

Next: Client Contacts Previous: Creating a Client