Mission Soft Total QC Navigating Your Quality Control

Mission Soft. Total. QC: Navigating Your Quality Control Concerns Presenter: Antoinette Resina Soft. Total. QC Product Specialist

Mission Goals v. Understanding of what Total. QC offers v. How Soft. Total. QC can assist you with Inventory Management v. How Soft. Total. QC can alert you to various issues within the lab v. Ways to reduce the amount of Quality Control papers you need to review and store v. Tips and Tricks for Using or Implementing Soft. Total. QC

Mission Outline v. Goal of Session v. Brief introduction to Soft. Total. QC v. Inventory Management v. RBS Notifications v. Reports v. Tips and Tricks v. Summary

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

Soft. Total. QC Introduction v. Reports v. Interactive Reports v. Printed Reports v. Review Documentation v. Curious to see more? Come to the Hands on Lab to see Soft. Total. QC in action! v. Thursday 9 AM to 4 PM in Sand Key Room v. TQC/Genetics: Wednesday 9 AM to 12 PM in Sand Key Room

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

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

Lot Record

Lot Record>QC Orders

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

Audit Trail v When event occurred v Who performed it v What was done

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

Tests Per Unit>Before and After Testing

Amount Per Unit>Before and After Testing

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

RBS Rule

Action to Trigger Rule

My Notifications

Reports v. Preview, Print, or Save to File v. Report Types v. Maintenance Log Report v. Interactive Graph Reports v. Related Lab Orders

Maintenance Log v. Equipment Maintenance Record v. Maintenance Log tab v. Maintenance Actions v. Troubleshooting Actions v. Repair Actions v. Other Actions added to Maintenance Log v. Scheduled or Ad hoc Report

Maintenance Log Report

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

Example of Interactive Report

3 Levels of Control for Same Test

Result Report

View Statistics

Result Entry

Resulting Worklist

Review QC

Related Lab Orders v. Patient orders associated with QC Item v. Date Range v. Entire Lot v. Lot Record v. Tools menu v. Reports v. Related Lab Orders

Related Lab Orders Report v Time Frame v. Select Start and End Dates v Entire Lot

Related Lab Orders Report

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

Scheduler v. Reports v. Inventory v. Equipment Maintenance v. Worklist v. Tools

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

Task Added to Scheduler

PDA – Go Mobile v. Inventory v. Add New Lots v. Open/Close v. Add/Remove/Reconcile v. Results v. Result Entry v. Resulting Worklist

PDA Main Screen

Adding New… v. Instrument v. Equipment v. Assay v. QC Item

Implementation Project List of all… v Instruments v Workstations v Tests v Equipment v Maintenance Procedures v QC Items v Controls v Reagents v Microbiology Media v Microbiology Drugs v Reports

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

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