CentraLink® Data Management System Quality Control Configuration Online Training

Welcome to CentraLink® Data Management Quality Control Configuration Online Training course.  In this course, you will learn about various options for setting up quality control on the system. Select Next to continue. Upon successful completion of this course, you will be able to: List the steps to setup Westgard Rules List the steps to edit lot information for a new lot of quality control Describe how to modify quality control targets based on historical data Describe the use of patient-based QC results Select Next to continue. Congratulations.  You have completed the CentraLink® Data Management Quality Control Configuration Online Training course.  Listed below are the key points that have been presented.  Take time to review the material before you proceed to the final quiz. Download and print a copy of the Course Review.   List the steps to setup Westgard Rules The CentraLink system is preconfigured with standard Westgard checks to apply to QC results. The operator can configure the severities and how the rules are applied: Westgard rules can be applied across lot or within lot: Across lot: Upon receipt of a new QC result, previous QC results for the same test on the same instrument, and from any lot, will be taken into account for the determination of violation of Westgard rules Within lot: Upon receipt of a new QC result, only previous QC results that originated from the same lot will be taken into account for the determination of violation of Westgard rules   Westgard rules can be applied to all tests running on a particular instrument or to specific methods on a single instrument List the steps to edit lot information for a new lot of quality control The first time a new lot of QC is run on an instrument, the QC will be autocreated in CentraLink. The operator must edit the following information for the autocreated QC: QC name Level Expiration Date Target and Deviation   Describe how to modify quality control targets based on historical data To review current QC statistics and adjust your QC targets: View the QC statistics on the QC Results screen View the current targets on the QC Population screen Set new targets on the Set targets screen Add a comment on the QC Results screen indicating that the targets were changed Describe the use of patient-based QC results Patient-based QC results, also called moving average results, are obtained by averaging test results from patient samples. Received in populations defined by instrument and patient species Created automatically as incoming results are stored Bull’s algorithm is used to smooth incoming data and generates a new QC result. Increasing the batch size will increase the smoothing level. The larger the batch size, the fewer QC results generated Results with > OR < values are not used to calculate moving averages Select Next to continue. The CentraLink system is preconfigured with standard Westgard checks to apply to QC results. The operator can configure which Westgard checks to apply to the QC results, as well as the severities and how the rules are applied: Westgard rules can be applied across lot or within lot: Across lot: Upon receipt of a new QC result, previous QC results for the same test on the same instrument, and from any lot, will be taken into account for the determination of violation of Westgard rules Within lot: Upon receipt of a new QC result, only previous QC results that originated from the same lot will be taken into account for the determination of violation of Westgard rules   Westgard rules can be applied to all tests running on a particular instrument or to specific methods on a single instrument   Westgard Rules Applied to QC Results See Westgard Rules in action. QC Results (across controls view) On the menu bar, select Start > Routine > Quality control > QC results. You can also select the QC icon on the toolbar. There will be a comment that indicates when a Westgard rule has failed. When complete, select the X in the upper-right corner to close the window and continue. Configure Westgard Rules for an Instrument Learn how to configure Westgard Rules for an instrument. Checklist TitleChecklist TypeChecklist ContentSelect Instruments iconHTML Select the Instruments icon. Select each checkbox to learn more about configuring Westgard Rules for an instrument. Right-select the instrument and Setup WestgardHTML On the Instruments screen, right-select the desired instrument. Then, select Setup Westgard.   Enter the desired severitiesHTML Enter the desired severities. The default QC severity level for each Westgard check is 1. A setting of 0 disables that specific check.   Select Apply westgard checks and OKHTML Select the Apply westgard checks checkbox. Select OK. When complete, select the X in the upper-right corner to close the window and continue. Configure Westgard Rules for a Method Learn how to configure Westgard Rules for a method. Checklist TitleChecklist TypeChecklist ContentSelect the Instruments iconHTML Select the Instruments icon. Select each checkbox to learn more about configuring Westgard Rules for an instrument. Right-select the instrument and Related > TestsHTML Right-select the desired instrument, and then select Related and Tests.   Select the Westgard tabHTML On the Tests on instrument screen, double select the desired test. Then, on the Method screen, select the Westgard tab.   Enter the desired severitiesHTML Enter the desired severities. The default QC severity level for each Westgard check is 1. A setting of 0 disables that specific check. Select Apply westgard checks and OKHTML Select the Apply westgard checks checkbox. Select OK. When complete, select the X in the upper-right corner to close the window and continue. The first time a new lot of QC is run on an instrument, the QC will be autocreated in CentraLink. The operator must edit the following information for the autocreated QC: QC name Level Expiration Date Target and Deviation Enter QC Lot Information Learn how to enter information for a new QC lot. Enter QC Lot Information Select Start > Routine > Quality Control > QC lots > by lot number Double-select Autocreated QC lot (this option appears if this is the first time a new lot of QC is run on the instrument) Enter the Name, Level, and Expiration date Select OK When complete, select the X in the upper-right corner to close the window and continue. Enter Target and Deviation Learn how to enter the target and deviation for a new QC lot. Checklist TitleChecklist TypeChecklist ContentNavigate to the QC lots screenHTML Select Start > Routine > Quality Control > QC lots > By lot number Select each checkbox to learn more about entering the target and deviation for a new QC lot. Navigate to the Set target screenHTML Right-click the desired QC lot number and select Related and then QC Populations.  Select OK. The QC Populations screen with all the methods for that lot will be displayed. Right-select the method and then select Set target.   Enter the target informationHTML Enter the Target value and Target deviation. Select OK. When complete, select the X in the upper-right corner to close the window and continue. To review current QC statistics and adjust your QC targets: View the QC statistics on the QC Results screen View the current targets on the QC Population screen Set new targets on the Set targets screen Add a comment on the QC Results screen indicating that the targets were changed Modify QC Targets Learn how to modify QC targets. Slide NumberText BlocksCalloutsAudio ScriptImage File1View QC Statistics The QC Results (Across controls view) window can be accessed in two ways: From the Review and Edit browser window, right-select a Test and then select View QC OR Select the QC Results icon from the Function toolbar On this screen, the current QC statistics for a specific date range are displayed in the bottom right corner. Select Next to continue.Note: If audio does not automatically start, select the play arrow in the top left to begin.The QC Results window can be accessed either by right selecting a test and then selecting View QC from the Review and Edit browser window, or by selecting the QC Results icon from the Function toolbar. On this screen, the current QC statistics for a specific date range are displayed in the bottom right corner. Select Next to continue.2View Current Targets The QC Population screen displays the values for the QC targets for the population. To navigate to this screen: Select Start > Routine > Quality Control > QC Populations Select the instrument and method   Select Next to continue.To view the current targets for the QC population, navigate to the QC Populations browser window, and select the desired instrument and method. Select Next to continue.3Set New Targets Set the new targets on the Set targets screen. To navigate to this screen: Select Start > Routine > Quality Control > QC Populations Right-select the desired instrument and method, and select Set target Select Next to continue.To set the new targets, navigate to the Set targets screen. On the QC Populations screen, right-select the desired instrument and method, and then select Set target. Select Next to continue.4Add a Comment Indicating the Change To insert a comment documenting the target change: Navigate to the QC Results (Across controls view) screen Select the data point at which the target was changed Right-select Edit Comment The comment can be viewed in the bottom left corner of the screen. Note: The new targets will be applied to all of the existing QC data points for that test and QC lot.  Select the X in the upper-right corner to close the window and continue. To insert a comment documenting the target change, on the QC Results screen, select the data point at which the target was changed, and right-select Edit Comment. The comment can be viewed in the bottom left corner of the screen. The new targets will be applied to all of the existing QC data points for that test and QC lot. Select the X in the upper-right corner to close the window and continue. Patient-based QC results, also called moving average results, are obtained by averaging test results from patient samples. Received in populations defined by instrument and patient species Created automatically as incoming results are stored Bull’s algorithm is used to smooth incoming data and generates a new QC result. Increasing the batch size will increase the smoothing level. The larger the batch size, the fewer QC results generated Results with > OR < values are not used to calculate moving averages Configure Patient-Based QC Results Learn how to configure patient-based QC results. Checklist TitleChecklist TypeChecklist ContentSelect the Instruments iconHTML Select the Instruments icon. Select each checkbox to learn more about configuring patient moving averages. Right-select the instrument and Related > TestsHTML Right-select the desired instrument, and then select Related and Tests.   Double select desired testHTML On the Tests on instrument screen, double select the desired test. Then, on the Method screen, stay on the Basic tab.   Select Enabled and enter Batch sizeHTML Select the Enabled checkbox, and enter the desired Batch size. The batch size determines the frequency by which a patient result should be added as a QC result in the QC population. Select OK. When complete, select the X in the upper-right corner to close the window and continue.