Setup Wizard¶

After the first login, the setup wizard walks through the open setup items of the laboratory. It is the guided counterpart to the basic setup: the same topics, but with a statement about what is still missing and how that is determined.

Access¶

On the first login of a user holding the basic_setting_admin permission, calServer redirects to the wizard (/v2/admin/einrichtung). Afterwards it remains reachable at the same address. Besides the guided sequence there is a full view of all items at a glance (?ansicht=stand).

Not a checkbox, but evidence¶

An item does not count as done because someone ticked it off. Every item states what makes it done, and knows exactly two ways of establishing that:

Kind	How it is established
Derived from data	A query against real data decides — for example "{count} active backup jobs"
Declaration by a person	Something the software cannot see. The wording is fixed; name and timestamp are recorded

The textbook case for the second kind is the restore test: that a backup was written is something the program can see. That it can be restored is not — someone confirms that after having done it once.

Every open item also carries its consequence: what does not come into existence while it stays open. It is phrased operationally rather than normatively, because it should also land with someone who never opens the standard.

The stages¶

Items are grouped by dependency, not by the structure of the standard:

Stage	What it covers
Foundation	Without these, every later setup step is wrong or cannot be evidenced
Laboratory	The identity of the lab and who may do what in it
Metrology	What measurements are made with
Certificate	What leaves the laboratory

The order has an operational reason. Stock comes last because the import requires fields, categories and device types: imported earlier, devices end up in fields that do not exist yet and in categories the import invents itself.

The guided sequence runs through welcome, operating mode, fields, laboratory details, roles, categories, statuses, operations, stock and handover.

Legal texts are public from the first minute¶

One foundation item is out of line with the rest because it has nothing to do with accreditation: legal texts completed. The imprint, privacy notice and accessibility statement sit in the footer of the sign-in page before anyone has signed in — as a template with square brackets. They are published before anyone has read them.

The item therefore measures what is shown there, not whether a row has been saved: as long as one of the three texts still carries a bracket to fill in, it stays open. A deliberately emptied document does not count against it — it disappears from the footer and so makes no claim at all.

The texts are maintained under Administration → Basic settings → Legal; details in Legal documents.

Operating mode¶

The second question of the wizard is the operating mode, because its answer shapes the rest of the session:

Operating mode	For whom
Accredited calibration laboratory	The full catalogue applies
Calibration laboratory without accreditation	Calibration work without an accreditation schedule
Test equipment management	Internal works laboratory, maintenance

Four properties matter here, none of them self-evident:

It sets starting values, not a running truth. Pre-selection happens when it is set; afterwards the marks are the truth.
It switches nothing off. No function, module or route depends on it. Otherwise a third barrier would stand next to the plan and permission barriers, and "why can't I see this" would have three possible answers.
It does not touch what a person decided. Only pre-selected entries are re-marked or released again.
Pre-selected does not mean wordless. Every pre-selected exclusion carries its reason and can be overridden.

Before switching, the wizard shows a preview: what would be marked, what would be released again and what stays untouched. Choosing no operating mode yields the full catalogue, from which items are excluded individually — the pre-selection is a shortcut, not a precondition.

Excluding items¶

An item that does not apply to this laboratory is marked as not applicable. That requires a reason; wording, name and timestamp are recorded. The mark can be withdrawn later.

Excluded is not done

An excluded item stays visible and shows its reason. In an assessment it is therefore traceable what was deliberately not set up — and why. An item that silently disappeared would not achieve that.

Scope¶

The catalogue covers the items of the guided sequence plus two on which the operating mode visibly takes effect. Manual chapters, certificates and evidence management are planned as a separate stage and are not yet part of the catalogue.