1. Title Page programmemanagementsystem KPMD (IT Solutions) Ltd Blades Enterprise Centre, Bramall Lane, Sheffield S2 4SU, United Kingdom telephone: +44 (0)114 292 2292 fax: +44 (0)870 705 2655 email: mick.daniels@kpmd.co.uk w w w. k p m d. c o. u k Software for external quality assessment and proficiency testing organisers.

2. System Overview Data synchronised between office database and website database using web services. programmemanagementsystem Website for participants using Active Server Pages with MS Access or SQL Server Database. Javascript for client- side validation. Internet access for participants for data entry and reports (Acrobat PDF files). Samples sent to participants. Some participants still rely on paper- based results data entry and reports. Office system: multi-user with MS Access or SQL Server database: modules for Lab (Participant) Management, To Do Items and Distribution Management.

3. Easy searching on name etc Login Screen Individual user login for administrator or ordinary user level access. Other security levels can be built in, along with Audit Trails as required. programmemanagementsystem

4. Participant / Laboratory List programmemanagementsystem Filter displayed records Search options Double-click to view lab records

5. Lab – Main Details programmemanagementsystem Main details: main contact, main address, courier, distributor, currency etc Membership

6. Lab - Contacts programmemanagementsystem Multiple contacts: Finance contact, manager, Technical contact, quality manager etc

7. Lab – Finance / Registration Details programmemanagementsystem Multiple registration forms Multiple invoices / invoice request forms (for Finance Dept)

8. Lab – Correspondence programmemanagementsystem Out-going correspondence generated using Word with Word templates and mail merge. Documents stored centrally for future reference. In-coming correspondence scanned and stored centrally as image.

9. Lab – Queries programmemanagementsystem Multiple queries: complaints, requests for extra samples, unsatisfactory performance, follow-up, appeals etc Query details

10. Lab – Queries / Actions programmemanagementsystem Multiple actions for each query: eg letter, visit, phone call, investigation etc

11. Lab – Cohorts programmemanagementsystem For grouping labs / participants into informal groups for reporting purposes

12. Lab – Meetings programmemanagementsystem Recording attendance of labs / participants at annual conferences, seminars, training courses, meetings etc

13. programmemanagementsystem Maintain system data eg system users, distributors, currencies, programme prices etc Administration – Lookup Maintenance

14. programmemanagementsystem Update website database using Web Services Administration – Web Services

15. programmemanagementsystem Various reports generated using Crystal Reports (enabling export to Word, Excel and Acrobat PDF format) or mail merge using Word and Word templates Reports

16. Batch Processes programmemanagementsystem For batch registration forms and batch invoices / invoice requests

17. To Do List programmemanagementsystem Multiple actions generated from queries

18. To Do List – Action Details programmemanagementsystem

19. Distribution List programmemanagementsystem Filter on Programme, dates etc List of distributions

20. Distribution Details programmemanagementsystem Distribution detailsAudit trail / key milestones Sample detailsSummary data

21. Distribution – Main Functions programmemanagementsystem Main Distribution functions: synchronising data with website database using web services, emailing labs about new distribution and reports availability, results entry, producing statistics.

22. Distribution – Results Data Entry programmemanagementsystem Example data entry form: designed to match current forms, quantitative, qualitative and interpretive results, drop-down combo- boxes to select look- up data for methods, machines, techniques etc, mark data input as complete, acceptable late return marker, exclude sample marker, Comments for recording reasons for late return, sample exclusion etc, additional data eg reagent lot number, sample received date, test date etc.

23. Distribution – Reports programmemanagementsystem Reports: cover sheets to accompany samples, data entry forms, labels for samples and paper reports (for non- web users), picking lists for bagging samples, distribution progress report, distribution results / reports for labs / participants.

24. Distribution Administration Lookup Maintenance programmemanagementsystem Maintenance of sample data (as required) Also methods, manufacturers, machines, techniques, units etc.

25. Distribution Administration Method Example programmemanagementsystem Example of Method maintenance where methods can be used across different schemes / programmes

26. Participant Report Example 1 programmemanagementsystem Participant’s results

27. Participant Report Example 2 programmemanagementsystem Graphical representation

28. Participant Report Example 3 programmemanagementsystem Various graph types available

29. Website Login programmemanagementsystem Website designed to match client’s corporate image with colours, logo, fonts, images etc. Three elements for participants to log in for added security and to allow individuals with laboratory to have their own login for audit purposes.

30. Website Programme Selection programmemanagementsystem Scheme selection using drop- down combo box to display list of distributions. Click a row for data entry form and report. Status of each distribution shown.

31. Website Result Data Entry programmemanagementsystem Screen designed to match paper data entry forms if necessary. Buttons to save data, mark it complete (after which it cannot be changed), and download report (when available). Print a blank results form for data entry. Qualitative, quantitative and interpretive result with validation where required. Drop-down combo boxes for methods, units, machines, techniques etc, with validation of acceptable combinations if required.