Limiting User Visibility of Schemes by Line of Business

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.

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

Where an org-scope scheme is linked to a line of business that is associated with the current laboratory, then the org-scope scheme is viewable by users within that laboratory. Otherwise, the scheme is hidden for use. This allows for a limited list of visible org-scope schemes 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 schemes associated with a line of business are hidden to the laboratory's users. An org-scope scheme with no line of business is visible to all users.

If the laboratory creates a scheme of its own, then by definition the scheme 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 Scheme for a Line of Business

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

Enabling an Org-scope Scheme for Use in the Laboratory

Enable an org-scope scheme for use in the laboratory. Refer to Maintaining Schemes.

Adding the Org-scope Scheme to a Sample

Create a production job. Add a group of samples to it and assign org-scope tests to the sample group. Refer to Maintaining Sample Tests.

Limitations imposed by Lines of Business upon Adding Schemes to Samples

When searching for schemes to add to a sample group, the user can view only those org-scope schemes that are enabled for use by the laboratory, a process that is dependent upon an org-scope scheme having a line of business matching one of the laboratory's lines of business. The user can add any lab-scope schemes.

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