Using Divisions

The Divisions feature is a powerful mechanism to help divide your QBench instance by department, location (site), or any other logical grouping that may be applicable to your laboratory or business. Enabling and creating Divisions makes it possible to have your Orders, Samples, Tests, and their corresponding custom Field and Data Type settings be only visible in the corresponding Division. For example, you may want to divide your laboratory into "Microbiology Division" and "Chemistry Division", or perhaps by business lines such as "Food Testing" and "Beverage Testing". When your users then choose a Division in the upper right corner of the navigation bar they will only see the corresponding Orders and Field settings.

In order to set-up and enable the Divisions feature, navigate to Configurations > Applications > General. In the General Settings page scroll down until you see a Divisions Section. 

In here, you can enable the Divisions Feature by clicking "Enable Divisions." Furthermore, there is also an option to restrict user access if they are not assigned to a Division or Team. If they are not assigned to a Team, the user will not be able to alter any fields and data types. 

Multiple Divisions can be added by clicking on "+Add Divisions" 

In this example - we have added three different Divisions, all of which will have their own Orders, Samples, and Tests.

When adding a Division, it is possible to assign specific Teams, Users, and Customers.

By clicking into the field, a dropdown list will appear. In the fields, multiple Users, Teams, and Customers can be selected. 

When a Team, User, or Customer is selected and added to a Division, they will appear in both the assigned Division(s) along with the Global Division. *Note - Global Division cannot be removed from a user.

As illustrated in Figure A, when a user is assigned a Division there is a blue tag next to the name, indicating which Division they are part of. 

Figure A

In Figure B, if a Customer is not assigned a Division and you are in Global Division, there will not be a tag next to the Name.

Figure B

Creating a New Order

When we navigate to the Order Landing Page to create a New Order in the Materials Division, the Customer dropdown will ONLY display the Customer that is associated with that Division. New Orders, Samples, and Tests created will only appear within its own Division as well as the Global Division.

In the example below, only Samples that are part of the Materials Division and Global Division will appear. 

In the Test List Page, the same applies - it will only display Orders, Samples, and Tests that are part of the Division, with the exception of Global Division. 

Fields and Data Types 

Fields and Data Types can be added and displayed in their respective Divisions as well. Global Divisions will act as the master key for other Divisions. If a field is hidden in Global Division, then it will not appear in other Divisions either.   

The newly configured field can be displayed in different Divisions as illustrated in Figure C, D, and E. 

Figure C

Figure D

Figure E

Furthermore, the Divisions Feature extends to the Customer Portal! Fields and Data Types can also be configured to display/ not display based on the selected Division as well! 

To set the Field and Data Types for the Customer Portal, navigate to Configurations > Applications > Customer Portal.

In here, we can choose to show or hide the field in the Order Request form. 

In the Customer Portal Field Settings, the Field must be enabled in Global Divisions first before it can be shown in a different Division. 

In the Customer Portal, when a Customer submits an Order Request Form, the Order Request Form indicates what Division the Order is being submitted from! Also notice how a new field is displayed in the Customer Portal.

Below display how the whole Order Request will look like. 

Once the Order Request is submitted, it will appear in the LIMS side under the Division that it was part of.