Configuring the Staff Application

Overview

The Staff application allows users to maintain staff accounts, staff roles and staff groups.

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 Staff Application

Ensure the Staff.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 - STAFFAPP. Once a user has sufficient access rights, they can run the Staff application either from the Staff node on the CCLAS menu or directly from the CCLAS Exe folder.

To display tips to users upon start up of the Staff application, enable the ShowTipOfTheDay Program Settings - STAFFAPP, 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\STAFF.TIP.

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

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

Configuring Staff Account Maintenance

Staff accounts are maintained under the Staff » Staff codes node within the Staff application, To configure access to this node, set the AccessLevel Program Settings - STAFF.

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

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

Image files for staff members are typically located in the folder defined by the PictureDirectory Program Settings—GLOBALSETTINGS for CCLASMGR.

Staff account maintenance often requires custom maintenance forms which are tailored to a laboratory's requirements. To add the name of a custom staff account maintenance form to the Run main menu option for staff members in the Staff application, set the StaffScreenn Program Settings - STAFF to specify the custom forms.

A laboratory often has the requirement to store additional details for a staff account. To provide a form to manage entry of this data, create the StaffUser.SCR screen file and place it in the folder defined by the ConfigDirectory Program Settings—GLOBALSETTINGS for CCLASMGR. This makes the screen available from a User tab when a staff account is updated.

To add report templates to the Report main menu option for staff accounts in the Staff 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 - STAFF to each report template.

Configuring Staff Program Setting 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 Staff Field Protection 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 Staff Group Maintenance

Staff groups are maintained under the Staff » 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 Clients node is selected.

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 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 - CLIENT to specify which columns from the CLIENT table are presented in the grid when the Clients node is selected.

Notes files for clients are typically located in the folder defined by the NotesFile 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.

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