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

2. 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

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

4. 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

5. 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

6. 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

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

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

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

10. 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

11. Audit Trail
When event occurred
Who performed it
What was done

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

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

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

15. 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

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

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

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

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

20. 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

21. Maintenance Log Report
Maintenance Log Report example

22. 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

23. Example of Interactive Report
Report example – default when run

24. 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

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

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

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

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

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

30. 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

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

32. 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.

33. 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

34. Scheduler Reports Inventory Equipment Maintenance Worklist Tools
Scheduler information for use

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

36. Task Added to Scheduler
Example of scheduler with newly created task

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

38. PDA Main Screen
Main Screen

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

40. 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

41. 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

42. 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