Configuring the Client Application

See also

Configuring Access to CCLAS Applications, Tables and Fields

Maintaining Clients

Maintaining Client Groups

Maintaining Cost Centres

Overview

The Audit application allows users to review static data audits.

This process is pertinent to LIMS and laboratory managers who configure the LIMS, and the look and feel of applications to enhance laboratory processes and the user experience.

Process

Configuring Access to the Client Application

Ensure the Client.exe file is located in the folder defined by the ExeDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. Give users, or users with specific roles, access to the application by setting the AccessLevel Program Settings - CLIENTAPP. Once a user has sufficient access rights, they can run the Client application either from the Client node on the CCLAS menu or directly from the CCLAS Exe folder.

To display tips to users upon start up of the Client application, enable the ShowTipOfTheDay Program Settings - CLIENTAPP, and enter the tips, with one tip per line, in a text file, place the file in a folder under the CCLAS root folder defined by the CCLASRootDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, then set the TipofTheDayFile Program Settings - CLIENTAPP to the folder and file name, for example %CCLASRootDirectory%TIPS\CLIENT.TIP.

To present the list-view panel with grid lines, enable the MainListViewGrid Program Settings - CLIENTAPP.

To maintain the window size and position between closing and launching the Client application, set the Window Program Settings - CLIENTAPP.

Configuring Client Maintenance

Clients are maintained under the Clients » Client codes node within the Client application, To configure access to this node, set the AccessLevel Program Settings - CLIENT.

Two methods exist to filter records returned to the list-view panel:

Set the MainListViewColumnn Program Settings - CLIENT to specify which columns from the CLIENT table are presented in the grid when the Client codes node is selected.

Notes files for clients are typically located in the folder defined by the NotesFileDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

Default sample priority for a client is taken from the AveragePriority Program Settings—GLOBALSETTINGS for CCLASMGR.

When selecting invoice clients, the F2 function key opens a client lookup form to display matching client codes from all laboratories, including clients that are disabled. Set the ClientInvoiceLookupColumns Program Settings - CLIENT to specify which columns from the CLIENT table are presented in the grid.

The AuditLevel Program Settings - CLIENT defines the level of auditing changes to clients.

Client maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom client maintenance form to the Run main menu option for clients in the Client application, set the ClientScreenn Program Settings - CLIENT to specify the custom forms.

A laboratory often has the requirement to store additional details for a client. To provide a form to manage entry of this data, create the ClientUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

To add report templates to the Report main menu option for clients in the Client application, create the reports as Crystal Report templates, place them in the folder defined by the TemplateDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, and set the ReportLDFn Program Settings - CLIENT to each report template.

Configuring Client Contact Maintenance

Set the Edit1ListViewColumnn Program Settings - CLIENT to specify which columns from the CLIENTCONTACT table are presented in the grid when the client's Contacts node is selected.

When selecting carbon copy clients, the F2 function key opens a client lookup form to display matching client codes from all laboratories, including clients that are disabled. Set the ClientContactCCLookupColumns Program Settings - CLIENT to specify which columns from the CLIENTCONTACT table are presented in the grid.

A laboratory often has the requirement to store additional details for a client contact. To provide a form to manage entry of this data, create the ClientContactUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

Configuring Client Project Maintenance

Set the Edit4ListViewColumnn Program Settings - CLIENT to specify which columns from the CLIENTPROJECT table are presented in the grid when the client's Projects node is selected.

Notes files for client projects are typically located in the folder defined by the NotesFile Program Settings—GLOBALSETTINGS for CCLASMGR.

A laboratory often has the requirement to store additional details for a client project. To provide a form to manage entry of this data, create the ClientProjectUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

Configuring Client Quote Maintenance

Set the Edit2ListViewColumnn Program Settings - CLIENT to specify which columns from the CLIENTQUOTE table are presented in the grid when the client's Quotes node is selected.

A laboratory often has the requirement to store additional details for a client quote. To provide a form to manage entry of this data, create the ClientQuoteUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

Configuring the Quote Wizard

The Quote Wizard is accessed from a client quote in the Client application, however, to configure access to this tool, also set the AccessLevel Program Settings - PRICE and the AccessLevel Program Settings - GROUPPRICE.

Set the WizardStep1..WizardStep5 Program Settings - CLIENT to the text explaining each step of the quote wizard.

It is mandatory to enable the CombinedSchemeAnalyteSelection Program Settings - CLIENT to locate schemes and analytes for the client quote's price group using combined scheme-analyte selection, as default scheme-analyte selection is not available in this application.

Set the Scheme1ListViewColumnn Program Settings - CLIENT to specify which columns from the PRICESCHEME table are presented in the grid when the client quote's Scheme » Selected node is selected.

Set the Analyte1ListViewColumnn Program Settings - CLIENT to specify which columns from the PRICEANALYTE table are presented in the grid when the client quote's Scheme » Selected » Scheme node is selected.

Set the Scheme2ListViewColumnn Program Settings - CLIENT to specify which columns from the PRICESCHEME table are presented in the grid when the client quote's Scheme » Avcailable node is selected.

To display a query form on the main screen to filter records returned to the list-view panel:

  • Create the QuoteSchemeAddNew.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

  • Code an event subroutine in the script file, then set the QueryEvent Program Settings - CLIENTAPP to the name of the event subroutine. Where the script file is located, but the query event does not exist within the script file, then no schemes are returned to the list-view panel.

Enable the AddAllAnalytes Program Settings - CLIENT to only return the analytes for the scheme from the SQLWhere clause in the QuoteAnalyteAddNew.SCR script. Disable the setting to return all analytes for the scheme.

Set the QuoteProcedureLVWDisplayColumn Program Settings - CLIENT to specify which columns from the PROCEDURE table are presented in the grid after the Procedure code field when the Add new form is displayed to add a procedure to a quote.

To display a query form on the procedure add form to filter records returned to the list-view panel:

  • Create the QuoteProcedureAddNew.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

  • Code an event subroutine in the script file, then set the QueryEvent Program Settings - CLIENTAPP to the name of the event subroutine. Where the script file is located, but the query event does not exist within the script file, then no procedures are returned to the list-view panel.

Configuring Client Scheme Discount Maintenance

Set the Edit3ListViewColumnn Program Settings - CLIENT to specify which columns from the CLIENTSCHEME table are presented in the grid when the client's Scheme discounts node is selected.

Configuring Client Group Maintenance

Client groups are maintained under the Clients » Client groups node within the Client application, To configure access to this node, set the AccessLevel Program Settings - GROUPCLIENT.

Two methods exist to filter records returned to the list-view panel:

Set the MainListViewColumnn Program Settings - GROUPCLIENT to specify which columns from the GROUPCLIENT table are presented in the grid when the Client groups node is selected.

Client group maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom client group maintenance form to the Run main menu option for client groups in the Client application, set the GroupClientScreenn Program Settings - GROUPCLIENT to specify the custom forms.

A laboratory often has the requirement to store additional details for a client group. To provide a form to manage entry of this data, create the GroupClientUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

To add report templates to the Report main menu option for client groups in the Client application, create the reports as Crystal Report templates, place them in the folder defined by the TemplateDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, and set the ReportLDFn Program Settings - GROUPCLIENT to each report template.

Configuring Cost Centre Maintenance

Cost centres are maintained under the Clients » Cost codes node within the Client application, To configure access to this node, set the AccessLevel Program Settings - COSTCENTRE.

Two methods exist to filter records returned to the list-view panel:

Set the MainListViewColumnn Program Settings - COSTCENTRE to specify which columns from the CLIENT table are presented in the grid when the Cost codes node is selected.

The AuditLevel Program Settings - COSTCENTRE defines the level of auditing changes to clients.

Cost centre maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom cost centre maintenance form to the Run main menu option for cost centres in the Client application, set the CostCentreScreenn Program Settings - COSTCENTRE to specify the custom forms.

A laboratory often has the requirement to store additional details for a cost centre. To provide a form to manage entry of this data, create the CostCentreUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from the User Screen main menu option.

To add report templates to the Report main menu option for cost centres in the Client application, create the reports as Crystal Report templates, place them in the folder defined by the TemplateDirectory Program Settings—GLOBALSETTINGS for CCLASMGR, and set the ReportLDFn Program Settings - COSTCENTRE to each report template.