Limiting User Visibility of Products by Line of Business

• Limiting User Visibility of Products by Line of Business
  • Associating the Laboratory with Lines of Business
  • Creating an Org-scope Product for a Line of Business
  • Adding the Org-scope Product to a Sample
  • Limitations imposed by Lines of Business upon Adding Products to Samples

A line of business is a mechanism to classify the work performed by a laboratory for its clients.

A laboratory can be associated with multiple lines of business.

Products created at the organisation level, that is, org-scope products, are regarded as master products.

Where an org-scope product is linked to a line of business that is associated with the current laboratory, then the org-scope product is viewable by users within that laboratory. Otherwise, the product is hidden for use. This allows for a limited list of visible org-scope products for a laboratory, based on the types of samples the laboratory analyses.

Until a laboratory is linked to one or more lines of business, all org-scope products associated with a line of business are hidden to the laboratory's users.

If the laboratory creates a product of its own, then by definition the product does not belong to any corporate line of business, and can be used by that laboratory without any restriction based on lines of business.

Associating the Laboratory with Lines of Business

Link the laboratory to lines of business. Refer to Maintaining Lines of Business for a Laboratory.

Creating an Org-scope Product for a Line of Business

Create a product with org-scope and configure a line of business for the org-scope product. Refer to Maintaining Products.

Adding the Org-scope Product to a Sample

Create a production job. Add a group of samples to it with the org-scope product added to the sample group. Refer to Maintaining Sample Product and Specifications.

Limitations imposed by Lines of Business upon Adding Products to Samples

When searching for products to add to a sample group, the user can view only those org-scope products that have a line of business matching one of the laboratory's lines of business. The user can view any lab-scope products.

Therefore users can affectively only add products that are in the laboratory's realm of analysis for their lines of business.