4.8.2 Completing the Bika configuration sheets

Sequence. Do not change sheet order

Building the configuration DB bottom up, the logic in Order of Configuration is followed. The sheets are presented in this order, not alphabetically, and loaded in the same sequence for references to be preserved

Prioritised

Some of the Tables are hardly used, while others, e.g. Analysis Services and Sample Types, are critical. Depending on the complexity and size of your configuration, not all of the sheets have to be completed for a successful upload

The sheet tab colours correspond to its Importance, see table at right,

Must do is red

Important yellow

Useful green

Nice to have is grey, only if you really need them

Please don't touch the Black sheets, they host a number of constants used in look-ups on the other sheets

  NB Do not touch

Do not touch values in Row 1. Nor sheet titles. These are code used by the import scripts to identify data elements correctly

  NB Remove all empty rows

Since Bika Senaite 2.2, the import code fails on empty rows, possibly because of invisible formatting. Please remove all empty rows on all sheets before exporting them

Order of importance 

 Must do

Lab Contacts
Clients
Client Contacts
Sample Types
Analysis Categories
Analysis Services

 Important

Lab Information
Lab Departments
Preservations
Sample Points
Suppliers
Methods
Instruments
Analysis Service ResultOptions
Analysis Profiles
Analysis Profile Services
Analysis Specifications
Reference Definitions
Reference Definition Results
Setup

 Useful

Containers
Preservations
Attachment Types
Storage Locations
Sample Matrices
Instrument Types
Supplier Contacts
Instrument Certifications
Calculations
Calculation Interim fields
Analysis Service Uncertainties
Worksheet Templates
Worksheet Template Services
Worksheet Template Layouts 

 Nice to have

Lab Products
Client Departments
Client Types
Container Types
Sample Point Sample Types
Manufacturers
Sample Templates
Sample Template Analyses
Sample Template Partitions
Sampling Deviations
Sample Conditions

Mind the gap 

To simplify navigation when starting out, some columns are hidden on wide sheets. Client addresses are good examples, collapse and expand columns as required

Linked to Manual pages

Where available, on sheets' Title fields

Pre-populated

Some sheets are pre-populated with either examples of data, or useful lookup data. Displayed against yellow shading, edit anything you do not need out of the way