Mission SoftTotalQC: Navigating Your Quality Control Concerns Presenter: Antoinette Resina SoftTotalQC Product Specialist

Mission Goals Understanding of what TotalQC offers How SoftTotalQC can assist you with Inventory Management How SoftTotalQC can alert you to various issues within the lab Ways to reduce the amount of Quality Control papers you need to review and store Tips and Tricks for Using or Implementing SoftTotalQC State goals of session

Mission Outline Goal of Session Brief introduction to SoftTotalQC Inventory Management RBS Notifications Reports Tips and Tricks Summary

SoftTotalQC Introduction Integrated with other Soft applications Can be used as a stand-alone product as well Document and Monitor Control Results Document and Monitor Equipment Maintenance Inventory Management Controls, Reagents, Media, Drugs, Panels (QC Items) Assay plates, pipettes, gloves (Consumables) Intro slide 1

SoftTotalQC Introduction Reports Interactive Reports Printed Reports Review Documentation Curious to see more? Come to the Hands on Lab to see SoftTotalQC in action! Thursday 9 AM to 4 PM in Sand Key Room TQC/Genetics: Wednesday 9 AM to 12 PM in Sand Key Room Intro slide 2

Inventory Management Lot Records Lot Actions Countdown Functionality What you can document in Lot Records Countdown Functionality Taking information from Setup and how it is presented in Lot Records Audit Trail Inventory Management topics

Inventory>Batch Receiving Creates multiple Lot Records at once Just the facts Lot number Expiration date How many

Lot Record Lot Record screen information – default to Active Parameters tab

Lot Record>QC Orders QC Orders tab, bridge to RE

Lot Actions Document what is performed Open/Close Lot Prepare Batches Add/Remove Units Enter a comment Date/Time/Tech attached to comment Open Lot Action window

Audit Trail When event occurred Who performed it What was done

Countdown Functionality Tracks remaining amount of item in Lot Record Subtracts amount used from Number remaining Units Countdown functionality in Lot Records

Tests Per Unit>Before and After Testing Countdown functionality in use

Amount Per Unit>Before and After Testing Countdown functionality in use

RBS Notifications Need to know when QC is out? Need to know when inventory levels are low? Want to know when a piece of equipment was documented as down, or repaired by field service? Setup an RBS rule – get a notification RBS Setup

RBS Rule Steps to create a new RBS rule – Rule category and name

Action to Trigger Rule Action added to equipment record to trigger rule.

My Notifications My Notifications – access for users – Notification example from triggered rule

Reports Preview, Print, or Save to File Report Types Maintenance Log Report Interactive Graph Reports Related Lab Orders Reports information for session

Maintenance Log Equipment Maintenance Record Maintenance Log tab Maintenance Actions Troubleshooting Actions Repair Actions Other Actions added to Maintenance Log Scheduled or Ad hoc Report Maintenance Log Report – Information for use

Maintenance Log Report Maintenance Log Report example

Interactive Graph L-J Graph for Mean type results Line Graph for Range type results One Report See all Tests for Control Level See all Controls for one Test Document Review for all orders included in Report No hard copy required!! Interactive L-J Graph report information for use

Example of Interactive Report Report example – default when run

3 Levels of Control for Same Test Graph Report selections to change what is displayed in Graph – all 3 controls levels for the same test on one graph

Result Report Access to Result Report for items on interactive graph – report example

View Statistics Access to Statistics report for items qualified to interactive graph, report example

Result Entry Access to Result entry screen for order qualified to interactive graph – order in Result Entry example

Resulting Worklist Access to Resulting Worklist for all orders qualified to report – Resulting worklist example

Review QC Access to Review worklist for orders qualified to interactive graph report – example of Review Worklist

Related Lab Orders Patient orders associated with QC Item Lot Record Date Range Entire Lot Lot Record Tools menu Reports Related Lab Orders Information for the Related Lab Orders Report

Related Lab Orders Report Time Frame Select Start and End Dates Entire Lot Search Range window for Related Lab Orders Report

Related Lab Orders Report Example of Report – top – QC Item information and list of Tests linked to record – bottom-list of patient orders linked to record.

Tips and Tricks Scheduler PDA What information to have when Adding New Instrument, Equipment, Assay, or QC Item Implementation Project What is covered in Tips and Tricks

Scheduler Reports Inventory Equipment Maintenance Worklist Tools Scheduler information for use

Adding a Task Place in Edit mode Right click on Scheduler Select task to create How to add a task

Task Added to Scheduler Example of scheduler with newly created task

PDA – Go Mobile Inventory Results Add New Lots Open/Close Add/Remove/Reconcile Results Result Entry Resulting Worklist Information on PDA functionality

PDA Main Screen Main Screen

Adding New… Instrument Equipment Assay QC Item Adding New Instrument or Equipment – have information available – create setups – create maintenance record

Implementation Project List of all… Instruments Workstations Tests Equipment Maintenance Procedures QC Items Controls Reagents Microbiology Media Microbiology Drugs Reports What you need for an implementation project

Summary Understand what is offered by SoftTotalQC Seen how SoftTotalQC can assist you with Inventory Management Use of RBS to alert you to various issues within the lab Interactive Reports reduce the amount of papers you need to store Track Equipment Maintenance instead of paper documentation Tips and Tricks for Implementing and Using SoftTotalQC Summary of presentation

Questions Want to see Integration with Lab? Questions about QC Reports? Would you like a demo of SoftTotalQC? Hands on Lab Sand Key Room Thursday 9AM – 4PM TQC/Gene Integration Wednesday 9AM-12PM End