Atellica® Sample Handler with IM (SI) Self-Guided Education Program

Atellica® Sample Handler with IM (SI) Self-Guided Education Program Welcome to the Atellica Solution Self-Guided Education Program. This program is designed for medical technologists who need to reinforce their knowledge and skills to operate the Atellica Solution successfully. This course will take you through the different resources available to you, at any time, via a computer or the instrument itself, focusing on the PEPconnect e-learning content. 1. Follow the recommended PEPconnect learning modules below Note: if you are using this program as a refresher course, you can skip the System Over view section. SI New Operator PEPconnect Plan System Overview ( estimated time to completion: 1 hr 15 minutes ) • Atellica® Solution Software Overview Online Training (20 minutes) • Atellica® IM Analyzer Hardware Overview Online Training (25 minutes) • Atellica® Sample Handler Hardware Overview Online Training (30 minutes) Supply/Reagent Management ( estimated time to completion: 20 minutes ) • Checking Reagent Status on the Atellica® IM Analyzer Video (3 minutes) • Loading Reagent Packs on the Atellica® IM Analyzer Video (5 minutes) • Checking Supply and Waste Status on the Atellica® IM Analyzer Video (1 minutes) • Replacing System Fluids on the Atellica® IM Analyzer with the Sample Handler Video (4 minutes) • Replacing Cuvettes on the Atellica® IM Analyzer Video (2 minutes) • Replacing Sample Tips on the Atellica® IM Analyzer Video (2 minutes) • Emptying the Solid Waste on the Atellica® IM Analyzer Video (2 minutes) • Emptying Sample Tip Tray Waste on the Atellica® IM Analyzer with the Sample Handler (1 minutes) Video Quality Control ( estimated time to completion: 15 minutes ) • Manually Ordering QC Tests on the Atellica® Solution Video (3 minutes) • Automatic QC Scheduling on the Atellica® Solution Video (5 minutes) • Reviewing QC Results on the Atellica® Solution Video (2 minutes) • Printing QC Barcodes on the Atellica® Solution Job Aid (5 minutes) SIEMENS Healthineers Job Aid Effective Date: 03/12/2022 | T18001.046 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 Calibration ( estimated time to completion: 30 minutes ) • Atellica® Solution Reagent Calibration Interval Training Interactive Video (5 minutes) • Reviewing Calibration Status on the Atellica® Solution Video (8 minutes) • Scanning MC TDEF Barcodes on the Atellica® IM Analyzer Video (2 minutes) • Printing Calibrator Barcodes on the Atellica® Solution Job Aid (5 minutes) • Reviewing Calibration Results on the Atellica® Solution Video (6 minutes) Sample Processing ( estimated time to completion: 20 minutes ) • Loading Samples into the Atellica® Sample Handler Video (2 minutes) • Monitoring Sample Status on the Atellica® Sample Handler Video (5 minutes) • Manually Ordering Patient Tests on the Atellica® Solution Video (5 minutes) • Filtering and Viewing Orders in the Worklist Overview Screen on the Atellica® Solution Video (6 minutes) Maintenance( estimated time to completion: 5 minutes ) • Inspecting and Emptying the Water Trap on the Atellica® IM Analyzer Video (2 minutes) • Inspecting and Emptying the Dryer on the Atellica® IM Analyzer Video (2 minutes) • Cleaning the Exterior of the Reagent Probes on the Atellica® IM Analyzer Video (2 minutes) Troubleshooting ( estimated time to completion: 30 minutes ) • Atellica® Solution Submitting Service Support Requests Video (9 minutes) (9 minutes) • Atellica® Solution How to Troubleshoot Errors Using the Operator Event Log Video (4 minutes) (4 minutes) • Atellica® Solution Rebooting Job Aid (15 minutes) (15 minutes) 2. Print the following resources available on PEPconnect by clicking on the links below: a. Atellica Solution Competency Checklist b. Atellica Solution Key Tasks for Basic Operation Job Aid 3. Using the Atellica Solution Competency Checklist, identify the competencies required for your role. Mark N/A if not applicable. Using the Atellica Solution Key Tasks for Basic Operation Job Aid, and the Online Help, complete the hands-on exercise on the SIEMENS Healthineers Page 2 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 next page of this document. We recommend performing the hands-on exercises under the guidance of a trained Key Operator. 4. Once you are comfortable with the basic tasks, you can enroll in the 2-hour instructor- led virtual (E-Live) training programs by clicking on Register Now on the NAM ECM schedule: a. Atellica Solution Calibration Virtual Training b. Atellica Solution Troubleshooting Resources Virtual Training SIEMENS Healthineers Page 3 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 Hands-on Exercise Explore the System Hardware and Software ( estimated time to completion: 10 minutes ) 1. Sign into the System (if needed) 2. Look above the Command Bar. What is your Atellica Solution software version? ____________________________________________________________________ 3. On the SH module, open a drawer fully open, then close gently. 4. On the IM module, open the drawer below the module display. a. What supplies are loaded in this drawer? _____________________________________________________________________ Navigate to the Command Bar, Select the Samples tab 5. Which 2 subtabs are available to view samples? ____________________________________________________________________ ____________________________________________________________________ Navigate to the Command Bar, Select the Inventory tab 6. Which subtab would you select to view the supplies status? _____________________________________________________________________ Select the IM module icon to view the supplies status 7. What is the status of Cleaner (#4)? _____________________________________________________________________ 8. What is the status of the IM Cleaner (#9)? SIEMENS Healthineers Page 4 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 _____________________________________________________________________ For the following questions, access the On-Line Help (OLH) icon located on the Status bar. 9. Search Manually Mixing IM Reagents a. What is the minimum number of times IM reagent packs needs to be mixed? _______________________________________________________________________ 10. Save to Favorites 11. Search About Module Displays a. List an operator available function which can performed from the analyzer specific module display. __________________________________________________________________ 12. Select Go Back button to return to the previous request. 13. Close OLH Checking your System Health (Status) 14. On the command bar, select System >Status. What are your instrument module icons and the status of each module: a. _____________________________________________ b. ____________________________________________ c. _____________________________________________ 15. What color is currently displayed on your visual status light? _________________________________________________________________________________ a. What does the color displayed indicate? (OLH: About Visible Status Light) __________________________________________________________________________ SIEMENS Healthineers Page 5 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 Reagent and Supply Management ( estimated time to completion: 20- 25 minutes) Reagent Overview At the Command Bar, Select Inventory > Reagent Needs 1. In the Reagent Needs, are there any reagents listed? ________________________________________________________________________ 2. Review one reagent listed on this screen. a. Under the Reason column, what is the reason listed for this reagent in this screen. ____________________________________________________________________ b. How many packs do you need to load for this reagent? ____________________________________________________________________ At the Command Bar, Select Inventory > Reagent Overview > Select IM icon 3. List one Immunoassay reagent that has a valid calibration status. __________________________________________________________________________________ 4. Use the Group by Reagent button to organize the reagent list. a. How many humidity packs are onboard the IM module? ______________________________________________________________________ 5. Select one Immunoassay reagent and one Humidity pack then click on Unload button. While the reagent is unloading, access the IM module display and select the Reagent Loader tile to view the unloaded reagent packs. 6. Open the reagent tray drawer. a. Is the barcode label on the reagent packs oriented on the right or left side of the drawer? ________________________________________________________________________ SIEMENS Healthineers Page 6 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 b. What is the shape of the humidity pack? ______________________________________________________________________ 7. Close the reagent drawer to allow the packs to be reloaded. Supplies Overview At the Command Bar, Select Inventory > Supplies Overview > Select IM icon 1. What number is associated with the IM Cleaner? ___________________________________________________________________________ 2. What is the Onboard Stability of the IM Cleaner number 9? ______________________________________________________________________________ 3. How many containers of IM Wash are on board? ______________________________________________________________________________ 4. Refer to OLH Replacing System Fluids. a. List step 1 for replacing an IM system fluid. _______________________________________________________________________ 5. Refer to PEP video: Replacing Cuvettes on the IM Atellica Analyzer a. What is the recommended way for the cuvette bag to be opened and handled? _____________________________________________________________________ 6. Refer to PEP video: Replacing Sample Tips on the IM Atellica Analyzer a. What step must be performed after the sample tip nest is installed but before closing the sample tip loading lid? __________________________________________________________________________ 7. At the IM Module Display, Select Waste Tile. Perform the following 2 tasks: a. Refer to OLH: Emptying the IM Sample Tip Tray Waste SIEMENS Healthineers Page 7 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 b. Refer to OLH: Emptying the IM Solid Waste Sample Loading (estimated time to completion: 5 minutes) Loading Samples through the Sample Handler 1. Open a drawer on the SH. 2. Practice loading a rack into the drawer of the SH, close the drawer. a. When the LED indicator light above drawer is on, what does that indicate? __________________________________________________________________ 3. Locate a 15 position STAT rack. What color is the barcode on the STAT rack? __________________________________________ Quality Control ( estimated time to completion: 10-15 minutes) At the Command Bar, select Inventory > QC Needs 1. Review the QC Needs workspace to answer the following questions: a. Are there any QC materials listed that need to be loaded displayed in the screen? ______________________________________________________________ b. What column is highlighted in RED? ___________________________________________________________________ At the Command Bar, select Inventory > Cal-QC Storage Inventory 2. Select a QC material and review the list of tests associated with that QC material under Assay Details. a. Are there any tests listed for which that QC material has expired? ___________________________________________________________________ At the Command Bar, select QC > Create QC Orders 3. Creating a QC order (OLH Key Phrase: Creating QC Orders) • Select a test from the IM Assay list. • Select the + sign next to the level to place control into the Orders section of the screen. SIEMENS Healthineers Page 8 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 • Select Edit Test Options for the assay. i. List the options available to edit under Edit test option _______________________________________________________________________ _______________________________________________________________________ 2. Click on REFRESH to remove this order. At the Command Bar, select QC > QC Definitions 1. Select a current definition by placing a checkmark in the box. 2. Click on Edit/View. a. How do you determine if the QC material for this definition will be stored onboard? _________________________________________________________________________ b. Select the USAGE dropdown box. i. List the 4 usage options for a QC definition _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ Calibration ( estimated time to completion: 15-20 minutes) At the Command Bar, select Inventory > Calibration Needs 1. Are there any Calibrations displayed that need to be performed by the end of the day? _____________________________________________________________________ a. If YES, what calibration material and/or reagent pack would need to be loaded to satisfy the need? _________________________________________________________________ At the Command Bar, select Inventory > Reagent Overview > IM module icon. Select an assay with a valid Calibration Status. 2. What is the Calibration Interval and Cal Type in Use? SIEMENS Healthineers Page 9 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 __________________________________________________________________________ 3. View the Reagent Details on the right side of the screen a. What is the Calibration Expiration? ________________________________________________________ b. What is the position location of this pack in the reagent compartment? ___________________________________________________ At the Command Bar, select Calibration > Calibration Results. Filter by the IM Analyzer. 4. Under Attributes select Active. What glyph in the assay column indicates that the calibra- tion is an active calibration? ___________________________________________________________________________ 5. Select an assay with a Valid result under the Cal Status column, then select the Details button. c. View the Calibration Results Details. List the Assay and Calibrator Name. ___________________________________________________________________________ Sample Management ( estimated time to completion: 15 minutes) At the Command Bar, select Samples and select the Sample Handler subtab. 1. Under the Rack tab, select a section in a sample drawer. a. List the location of the selected rack from the upper left side of the software screen. ____________________________________________________________________ At the Command Bar, select Samples and select the Sample List subtab 2. Select the red and yellow filter boxes under Sample issues b. Are there any samples requiring your attention listed in the workspace? _________________________________________________________ At the Command Bar, select Patient Orders and Create Patient Orders. Refer to OLH About Create Patient Orders. 3. Create a patient order using sample ID 1234 with a x2 manual dilution a. Select 1 IM test. SIEMENS Healthineers Page 10 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 4. When creating manual orders, how would IM replicates be ordered? _________________________________________________________________________________ ___________________________________________________________________________ 5. When creating manual orders, what option allows you to choose the analyzer to run the test? ________________________________________________________________________________________________ 6. Print the sample barcode before saving the patient order. At the Command Bar, select Worklist and Worklist Overview 7. Use the filter to view samples with the below statuses. a. Ordered b. In process c. Intervention needed d. Completed 8. Select Ordered filter to view the order you just created. a. Why must the View Samples button be selected when changing filters? _________________________________________________________________ 9. How is the diluted sample identified in the software? ________________________________________________________ 10. Select the new patient order you created and select Delete Order. Maintenance Overview (estimated time to completion: 15 minutes ) At the Command Bar, select Maintenance > Schedule Access the Procedure Details to answer the following questions. 1. Use the filters to identify daily maintenance activities for the Sample Handler (SH). a. How do you verify these activities passed? ______________________________________________________________________ 2. Use the filters to locate the daily IM maintenance activities. a) What supplies are needed to complete the daily IM maintenance activity? _____________________________________________________________________ SIEMENS Healthineers Page 11 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 3. Use the filters to locate the weekly IM maintenance activities. b) What must be used to clean the reagent probes? ____________________________________________________________________ 4. Use the filters to locate the monthly IM maintenance activities. c) What must be used to clean the aspirate probes? _________________________________________________________________ Troubleshooting ( estimated time to completion: 15-20 minutes) At the Command Bar, select System >Logs > Operator Event Log 1. Using the Filter options, select a Time and a Module to review. 2. Place a checkmark in the Errors box. b. Why do you have to click on Display Events button when you use the checkboxes in the Filters area of the screen? ________________________________________________________ 3. Select an error event and locate the corrective action to be performed using Event Help. a. How can you differentiate between an error and a warning? ______________________________________________ Creating a Service Support Request 4. What icon in the Status Bar allows the operator to create a Service Support Request Ticket? ________________________________________________________________________________ Refer to the Rebooting Job Aid in PEPconnect. 5. What steps can be taken to recover from a slow user interface? _______________________________________________________________________________ _______________________________________________________________________________ 6. Will patient processing continue during a PCC restart? ____________________________________________________________________ SIEMENS Healthineers Page 12 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 7. Can a module be restarted while other modules are still processing? ________________________________________________________________________________ 8. If the IM module is powered off for more than 30 minutes, how are the onboard rea- gents to be handled? SIEMENS Healthineers Page 13 of 14 Job Aid | Atellica Sample Handler with IM (SI) Hands-on Exercise Effective Date: 03/12/2022 | T18001.046 Please note that the learning material is for training purposes only. For the proper use of the software or hardware, please always use the Operator Manual or Instructions for Use (hereinafter collectively “Operator Manual”) issued by Siemens Healthineers. This material is to be used as training material only and sha ll by no means substitute the Operator Manual. Any material used in this training will not be updated on a regular basis and does not necessarily reflect the latest version of the software and hardware available at the time of the training. The Operator's Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions. Note: Some functions shown in this material are optional and might not be part of your system. Certain products, product related claims or functionalities (hereinafter collectively “Functionality”) may not (yet) be commercially available in your country. Due to regulatory requirements, the future availability of said Functionalities in any specific country is not guaranteed. Please contact your local Siemens Healthineers sales representative for the most current information. The reproduction, transmission or distribution of this training or its contents is not permitted without express written authority. Offenders will be liable for damages. All names and data of patients, parameters and configuration dependent designations are fictional and examples only. All rights, including rights created by patent grant or registration of a utility model or design, are reserved. Copyright © Siemens Healthcare GmbH 2021 SIEMENS Healthineers Page 14 of 14