Dimension Vista® System Quality Control Level 1 Online Training

Welcome to the Dimension Vista® QC Level I Online Training Course.  Routine Quality Control operations include: Responding to Control Needs Alerts Loading QC Vials Responding to QC Out of Range Alerts Ordering QC to re-run   Select Next to continue.  Identify the steps required to prepare and load QC vials on the instrument List the required steps to respond to Control Needs alerts on the system Re-order QC using both the Routine and Advanced software Review QC results using the Routine and Advanced software Review the Inventory > QC Vials screen Upon successful completion of this course, you will be able to: Select Next to continue. On the following pages, we show you how to work with the Viewer and how to access important functions with your mouse. In general, you can navigate with the right mouse button and use the selected tool with the left mouse button. The middle mouse button / scroll wheel is used for windowing and scrolling.  If you double-click a segment, it will be enlarged. A second double-click reduces it again. Routine QC Operations on the Dimension Vista® System include: Loading QC Vials on the instrument Reviewing QC Results Ordering QC to be re-run on the instrument when results are out of range   Select Next to continue.  Responding to Control Needs on the Dimension Vista® System Control Needs: Automated QC processing requires that control products be onboard the instrument.  The system will check the inventory for the appropriate products as the scheduled QC time approaches.   Responding to Control Needs Alerts Learn how to respond to Control Needs alerts. Checklist TitleChecklist TypeChecklist ContentSelect the Control Needs alertHTML Select the Control Needs alert to navigate to the Needs > QC Vials Screen.  Select each checkbox  to learn how to respond to Control Needs on the Dimension Vista®System.  Review the Needs > QC Vials screenHTML Select the single or multiple products that are needed from the list.  Print QC Vial barcodesHTML Select the Print Vial Barcodes button to print a barcode for each of the products that are needed. Note: A single barcode per lot is printed with each selection.  To print replicate barcodes for a product, navigate to Advanced > QC > Order QC.     Print QC Needs list (if desired)HTML Select the Print button to print a list of all lots displayed on the Needs > QC Vials screen, if needed.   Load QC vials on the instrumentHTML    Always follow the manufacturer guidelines to prepare control products for use.        When complete, select the X in the upper-right corner to close the window and continue.   Control Needs Alerts Learn more about responding to Control Needs Alerts A Control Needs alert is generated if the required QC product is not available on the system.  Select the Control Needs alert to navigate to the Needs > QC Vials screen. The alert is removed after the vial is loaded onto the instrument. To print a QC Vial Barcode, select the product from the list and then select the Print Vial Barcodes button. When complete, select the X in the upper-right corner to close the window and continue.  Key steps to prepare and load QC vials on the instrument: Load Siemens QC Vials: Place QC vial in a vial carrier.  Ensure the barcode label is visible through slot. Position the vial carrier in the loading area with the label facing toward the instrument Press the Load button   Load third-party QC Vials: Label the new/empty vial with barcode Fill the vial with volume configured in QC Product Setup Tighten the cap Place QC vial in a vial carrier.  Ensure the barcode is visible through the slot Position the vial carrier in the loading area with the barcode facing toward the instrument Press the Load button Note: Always follow the manufacturer guidelines for individual product preparation.      Loading QC Vials Learn how to prepare and load QC Vials.   If the media does not automatically start, select the play arrow to begin. When complete, select the X in the upper-right corner to close the window and continue. Navigate to Setup > Inventory > QC Vials to review a listing of all QC products onboard the instrument. Information includes: Carrier ID Product name Control level Lot number Available volume—dead volume of 200 μl is accounted for in displayed value.  Vial expiration   Select Next to continue.     Key steps to review QC results in the Routine and Advanced software: System > Method Summary > QC: Displays the last 10 QC results for a particular method  Allows operators to order QC to rerun based on selected parameters Allows operators to print QC vial barcodes if needed Advanced > QC > QC Panels and Results: Displays the last QC result within the last 24 hours for each method on a panel Provides a panel view of QC results     Reviewing QC in Routine software Learn about reviewing QC results using the Routine software. Base ImageHotspotsText BlocksImage FileSelect the tab to review a specific QC material. When responding to a QC Out of Range alert, the method that was out of range displays.  Review other methods by selecting the specific method from the sidebar display.  Order QC to rerun for a single or multiple methods for a selected product and level.Remove the alert from the status area for out of range QC result(s). The QC is ordered to re-run by selecting the Rerun QC button. This action only removes the alert. Print QC Vial barcode if needed.  The last 10 QC results for the selected level are displayed on the screen.  Out-of-range results are red.  Reviewing QC in Advanced software Learn about reviewing QC results using the Advanced software. Base ImageHotspotsText BlocksImage File Select appropriate QC panel for review.  Results for each method on a panel can be viewed at a glance.  Select View QC Results to display QC data.  Select appropriate QC product level for review.  Re-order QC using the Routine and Advanced Software Key steps to order QC using the Routine software: Navigate to System > Method Summary > QC Select the method from the sidebar menu, then the product level, and lot Select Rerun QC Key steps to order QC using the Advanced software: Navigate to Advanced > QC > Order QC Select Run QC Panel or Run Single Method tab and complete selections as appropriate on each tab TIP:  You can print replicate QC vial barcodes or run replicate QC testing from this screen, if desired.   Re-order QC using the Advanced Software Learn how to re-order QC using the Advanced software. Checklist TitleChecklist TypeChecklist ContentNavigate to Order QCHTML Navigate to Advanced > QC > Order QC.  Quality Control can be ordered for a single method or a panel in the Advanced software screen.  Note: Must log in with Administrative rights to access the Advanced software screens.  Select each checkbox to learn the key steps involved in ordering QC to rerun in the advanced software.   Select Run Single Method TabHTML Select this option to order QC for a single method.  Select specific method and product from the appropriate drop down menus.  Verify level and reagent lot to be tested and specify if it is to run in vial or cup.  Select Submit on the Actions menu to complete the order.  TIP: The "set replicates" feature allows the operator to print replicate vial barcodes or run replicate QC tests if needed.   Select Run QC Panel TabHTML Select this option to order QC for a panel.  Select the appropriate panel from the drop down menu.  Method options can be customized by selecting or de-selecting methods from the list.  Verify lot type, level and specify if it is to run in vial or cup.  Select Submit on the Actions menu to complete the order.  TIP: The “set replicates” feature allows the operator to print replicate vial barcodes or run replicate QC tests if needed.  When complete, select the X in the upper-right corner to close the window and continue.    Re-order QC in Routine Software Learn how to re-order QC using the Routine software. Slide NumberText BlocksCalloutsAudio ScriptImage File1Order QC using the Routine software: Respond to QC Out of Range alert in one of two ways: Navigate to System > Method Summary > QC to view QC results, or Select the QC Out of Range alert Note: Select the QC Out of Range alert to continue.Note: If audio does not automatically start, select the play arrow in the top left to begin.The Dimension Vista System can be configured to generate an alert that will notify the operator if QC values are out of range. Once the alert is selected, the software will navigate to the System Method Summary QC screen where the results can be reviewed in detail. At this time, the operators can repeat the QC with the same parameters that were previously tested, or customize additional settings. On the screen an alert is present for QC results that are out of range. Let’s take a closer look at the results. Now select the alert to navigate to the System Method Summary QC screen to view the QC results more closely. 2Order QC using the Routine software: QC Out of Range Alerts can be removed in one of two ways: Select the Remove Alert button for the level of QC with the out of range results Select the Rerun QC button for the method with the out of range results Note: Select the Remove Alert button to continue. The level with the out of range result displays in red on the System Method Summary QC screen. The alert can be removed by selecting the remove alert button for the level with the out of range result, or by selecting the rerun QC button for the method with out of range results. In this example, let's remove the alert for this level of QC by selecting the Remove Alert button on the screen. 3Order QC using the Routine software: Select the Rerun QC button to have the instrument repeat QC for the out of range result. Note: Select Rerun QC to continue. Notice the alert has been removed. Since the QC was out of range for the Creatinine method, we need to order the QC for this method to be repeated. In order to have the instrument rerun QC for the Creatinine method, select the Rerun QC button now. 4Order QC using the Routine software: The default option is Rerun only this method. To have the system repeat the QC on the same lot of reagent, using the same vial of QC, select the following: Reagent Vial Next Note:  Select  Next on the Rerun QC window to continue. The Rerun QC dialog box opens with the option of Rerun only this method from a vial selected by default. If more than one reagent lot is onboard the instrument, each lot will display on the screen. In some situations, the preference may be to rerun the QC from a sample cup when troubleshooting the QC vials onboard the system. In that case, it would be necessary to change the selection from vial to Sample Cup and enter or scan the barcode and position of the cup. In this example, let’s choose to rerun QC with the same lot of reagent using the same vial of QC that was previously run. To do this, select Next on the Rerun QC dialog screen. 5Order QC in the Routine software: After reviewing  the final configuration, there are three options: To complete the QC order ,select Finish To make changes to parameters, select Back To cancel order and return to the System > Method Summary > QC screen, select Cancel Note: Select Cancel to continue.Review the final configuration features on the screen to ensure the selected parameters are correct. If any changes are needed, select the back button or cancel button to cancel the QC order completely. The finish button will complete the QC order for the parameters selected. In this example, we have decided that in addition to repeating QC for the single method, we would like to run QC for some additional methods in this control product. To do this, select the back button now. 6Order QC using the routine software: To have the system repeat the QC and run additional methods from the same control: Select Run other methods from this product.  Note:  Select Run other methods from this control product to continue.  Let’s change the selection from Rerun only this method to Run other methods from this product. 7Order QC using the Routine software: Select Next on the screen to continue.Then select next. 8Order QC using the Routine software: All methods for this product will be selected by default.  There are two options: Select individual methods to remove from the order,  or Select Next to continue Note: Select Next on the screen to continue.On the screen, all of the methods for the selected control product will be selected. To run all of the methods for the product, select Next to advance to the next screen, or de-select any method to remove it from the order. Let’s select next to run all of the methods for this product.9Order QC using the Routine software:Run QC from a Vial or a Sample cupNote: Select Next on the screen to continue. TIP: You must enter or scan the rack barcode and position for sample cups.Next, decide whether to run the QC from the vial onboard the instrument or to run the QC from a sample cup. Let’s run the methods from the vial already on the instrument. To do that, select Next to continue. 10Order QC using the routine software: Review the final configuration. There are there are three options: To complete the order, select Finish To make changes to parameters, select Back To cancel the order and return to the System > Method Summary > QC screen, select Cancel Note: Select Finish to continue.  And finally, review all of the selected parameters on the final configuration and select Finish to complete the QC order. All of these selections look correct, so let’s select Finish now. 11You have just viewed how to:Respond to a QC out of range alertOrder QC to rerun for single or multiple methodsWhen complete, select the X in the upper-right corner to close the window and continue. You’ve just learned how to respond to an alert for QC with out of range results and order the QC to rerun for single or multiple methods using the routine software Congratulations.   You have completed the Quality Control Level I online training course.  Listed below are key points that have been presented.  Take time to review the material before you proceed to the final quiz.  Once you have reviewed the material on this page, you may proceed to the assessment portion of the course.  Vista QC Overview: Routine QC Operations on the Dimension Vista® System include: Loading QC vials on the instrument Reviewing QC results Re-ordering QC when results are out of range Responding to Control Needs Alerts: Quality Control can be configured to run automatically in each laboratory at selected times, but the control product must be onboard the instrument.  As the scheduled time for QC to run approaches, the system reviews the onboard inventory and will generate an alert if any product is not available.  Any product with limited or no availability on the instrument will display on the Needs > QC Vials screen.  It is possible to print QC vial barcodes on this screen if needed.  A list of all the products on the screen can be printed by selecting the Print button.  The control needs alert will be removed once the appropriate control product has been loaded on the instrument.  Load QC Vials on the instrument: Siemens QC vials are labeled and ready to load onto the instrument, but control products from a third party vendor require some additional steps to prepare them for loading on the instrument.  Load Siemens QC Vials on the Dimension Vista® System:   Place QC vial in a vial carrier.  Ensure the barcode label is visible through slot Position the vial carrier in the loading area with label facing toward the instrument Press the Load button Load third-party QC vials on the Dimension Vista® System:   Label the new/empty vial with barcode Fill the vial with the volume configured in the QC Product Setup.  Do not exceed the configured volume for the QC material Tighten cap Place the QC vial in a vial carrier.  Ensure the label is visible through the slot Position the vial carrier in the loading area with the label facing toward the instrument Press the Load button Note: Always follow the manufacturer's guidelines for individual product preparation.  QC vials are designed for single use and should NEVER be re-used. Review QC Inventory: The QC Vial Inventory screen provides a complete listing of all control products onboard the instrument. The product name, lot number, expiration date and available volume display on this screen.  Any product that has expired or has no available volume will display in red.    Review QC results using the Routine and Advanced software: The Siemens informatics system provides the most comprehensive review of Quality Control data, but the Vista QC allows the ability to quickly review QC results in both the routine and advanced software screens.  Occasionally, a QC result may contain out of range results and it will generate an alert if it is configured on the system.  When the alert is selected, the system navigates to the System > Method Summary > QC screen in the software where results can be further investigated.  After the results are reviewed, the alert can be removed and QC can be ordered to rerun from this screen. QC results can also be reviewed using the advanced software.  Navigate to Advanced > QC > QC Panels and Results screen.  Note: It is necessary to be signed in under Admin to access the Advanced software screens. Order QC using the Routine and Advanced software: When it is necessary to repeat QC testing, it can be accomplished using both the Routine and Advanced software screens. The method, level and lot type are selected on the System > Method Summary > QC screen.  Next select the Rerun QC button on screen.  There are three options for repeat testing: Rerun only this method is the default option.  This will repeat QC on the same reagent lot and QC vial that was previously run. Rerun only this method but repeat using a sample cup.  This will rerun QC on the same method, and run a new sample of control in a sample cup.  The sample rack barcode and position must be entered or scanned in for this option. Run other methods from this control product.  This will rerun additional methods from the same control product and can be repeated using the same control vial or use a sample cup. It is possible to order QC for a single method or panel on the Advanced > QC > Order QC screen it is possible to order QC for a single method or panel.  This screen provides the advantage of allowing the operator to print replicate vial barcodes or order replicate QC testing if needed. Select Next to continue.   You can add frequently used layouts from the Layout Gallery to the Viewing panel so that they are instantly available if you want to switch the layout. Click the Layout Gallery icon in the Viewing panel. The Layout Gallery window opens. Drag the required layout onto the Viewing panel. Or right-click a layout and choose Add to Favorites from the context menu. The selected layout is now also displayed in the Viewing panel. To remove a layout from the Viewing panel, right-click the layout and choose Remove from Favorites from the context menu. To set your personal default layout right-click the required layout and choose Set as default from the context menu.