PEPconnect

UniPOC™ Data Management System Add and Certify Operators Job Aid

This job aid provides instructions on how to add and manage operators and operator certifications.

UniPOC™ Data Management System SIEMENS Healthineers Add and Certify Operators Add and Certify a New Operator 1. Select Operators > Manage 4 Tree Options Refresh Hide ADD OPERATOR: Main Hospital > All Departments > All Locations 2. Select Add Organization 3 Main Hospital OPERATOR INFORMATION • The Add Operator screen appears ER * First Name * Operator ID 3. Under Operator Information, enter the First Name, 1 East Middle Name E-Mail Address Last Name and Operator ID D @ ACCU-CHEK Inform II * Last Name * Home Department 4 @ FreeStyle Precision Pro * Home Location 4. Highlight a location in the Location Tree to assign the KAAS212-D0190 operator to a Home Department and Home Location KAQA001-A0001 @ i-STAT Certifications A B WRX Add Edit *Procedure is continued on the next slide. WRX-10.0.0.1 1 West Instrument Type Original Cert. Date Certification Date Expiration Date Recert Interval Auto Recert Last Patient Test Last QC Test 4 @ CLINITEK Status Plus No certifications exist for this operator. 1 Effective Date: 12-Jul-2021 | HOOD05162003201651 Unrestricted © Siemens Healthineers, 2021 UniPOC™ Data Management System SIEMENS Healthineers Add and Certify Operators Add and Certify a New Operator (continued) Certifications 5. To add operator instrument certification, select Add under Certifications 5 Add Edit 6. Enter the appropriate operator certification Instrument Type Original Cert. Date Certification Date Expiration Date Recert Interval Auto Recert Last Patient Test Last QC Test information Instrument Epoc 7. Select Add Certification 6 Original Cert. Date Recert Interval Specify 8. Select Save * Certification Date 05/05/2021 * Expiration Date 05/05/2022| 9. Repeat steps 5-8 to add additional certifications Recert with Good QC 7 Add Certification Cance Note: To add and certify a new operator, Add Edit separate permission must be assigned under Administrative > User Setup. To do this, select Edit Operator Certification and Edit Operator 8 Save Cancel Information under UniPOC Function Permissions. 2 Effective Date: 12-Jul-2021 | HOOD05162003201651 Unrestricted © Siemens Healthineers, 2021 UniPOC™ Data Management System SIEMENS Healthineers Add and Certify Operators Operator Certification Screen The Operator Certification screen allows users to search operators by Last Name, ID or certification information and to recertify operators. OPERATOR CERTIFICATION: Main Hospital > ER > 1 East 1. Select Operators > Certification 2 SEARCH CRITERIA • The Operator Certification screen appears Operator ID Instrument Precision Xceed Pro From Use Search Criteria and Location Tree to display filtered 31 2. Last Name Status Has Certification To operators Display Records 3 3. Select Display Records 7 Records Found 4. Use Actions Buttons in the table to apply selected actions to Edit Recertify Expire Deactivate Operator Email 4 Customize selected operators Operator Name Operator ID Email Instrument Type Original Cert. Recert Exp. Date Auto Last Good Last Pat All Cert. Date Date Interval Recert QC Test • Recertify: certify or recertify operator(s) from the Edit Certification screen Becker, Colin 13152 -- Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 09/27/2018 10/01/2018 Expire: expire certification(s) from the Operator Certification Hoover, Colin 13169 Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 09/30/2018 10/01/2018 • Huffman, Kelly 13167 -- Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 10/01/2018 10/01/2018 screen Jimenez, Hamish 13156 -- Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 09/27/2018 10/01/2018 • Deactivate Operator: hide all records for the selected Levine, Alma 13151 -- Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 09/29/2018 10/01/2018 operator(s), including the operator’s identity and all certification information for the operator(s) Note: From the Operator Certification screen, users can perform a wild-card style search using the percent (%) symbol in the beginning or middle of the queried text. There is an implied wild-card (%) at the end of any wild-card style 3 search, i.e. a %01 wild-card style search could display 10001 and/or 10100. Effective Date: 12-Jul-2021 | HOOD05162003201651 Unrestricted © Siemens Healthineers, 2021 UniPOC™ Data Management System SIEMENS Healthineers Add and Certify Operators Edit Operator Records 1. From the Operator Certification screen, select Tree Options Refresh Hide EDIT OPERATOR: Main Hospital >> ER > 1 East one or more records from the table Organization OPERATOR INFORMATION • Select All to edit all records Main Hospital 2. Select Edit 4 ER First Name Colin • Edit Operator screen appears 1 East Middle Name 3. Edit operator information 1 West A * Last Name Hoover Operator ID is not an editable field IT Department * Operator ID 13169 3 • Deployment To assign an operator to a different location @ Lab E-Mail Address • 4 select a location in the Location Tree 1st Floor * Home Department ER A 4. Select Save 4 Nursery * Home Location 1 East 3 West A A H West Clinic Previous 1 of 1 Next Note: An operator cannot be moved to a Save Cancel different Facility. Instead, create a new 4 operator record to add the operator to a different Facility. The same ID number can be utilized, provided the ID number is not currently assigned to another operator. Certifications will be kept separate per facility. 4 Effective Date: 12-Jul-2021 | HOOD05162003201651 Unrestricted © Siemens Healthineers, 2021 UniPOC™ Data Management System SIEMENS Healthineers Add and Certify Operators Deactivate an Operator MANAGE OPERATORS: Main Hospital » ER » 1 East SEARCH CRITERA The Deactivate operator action button will hide all records for the Operator ID Full Name selected operator(s), including the operator’s identity and all E-Mail Address Show Deactivated Operators certification information for the operator(s). Display Records From the Manage Operators screen: 1. Select one or more records from the table Add Edit Deactivate Export Customize 2. Select Deactivate Page 1 of 1 (7 records) << 1 Page size: 50 Operator ID Full Name Department Location E-Mail Address From the Operator Certification screen: 13159 Saunders, Kiara ER 1 East 1. Select one or more records from the table 13160 Turner, Lionel ER 1 East 2. Select Deactivate Operator 13152 Becker, Colin ER 1 East 13167 Huffman, Kelly ER 1 East 3. The following warning message displays: 13151 Levine, Alma ER 1 East Message from webpage × O 13156 Jimenez, Hamish ER 1 East 13169 Hoover, Colin ER 1 East ? Any selected operators not associated with certification records or test data will be deleted, all other operators will be deactivated. You may Page 1 of 1 (7 records) 1 Page size: 50 reactivate deactivated operators later. Are you sure you wish to deactivate and/or delete 2 active operator(s)? Add Edit Deactivate Export Customize OK Cancel 5 4. Select OK to confirm Effective Date: 12-Jul-2021 | HOOD05162003201651 Unrestricted © Siemens Healthineers, 2021 UniPOC™ Data Management System SIEMENS Healthineers Add and Certify Operators OPERATOR CERTIFICATION: Main Hospital > ER > 1 East SEARCH CRITERIA 2 Operator ID Instrument Precision Xceed Pro From 31 Last Name Status Has Certification V To 31 Recertify an Operator Display Records 3 7 Recor 1. From the Operator Certification screen, select one or Edit Recertify Expire Deactivate Operator mail Customize more operators from the table Operator Name Operator ID Email Instrument Type | Original Cert. Recert Exp. Date Auto Last Good All Cert. Date Date Interval Recert QC Last Pat Test • Select All to select all operators Becker, Colin 13152 -- Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 09/27/2018 10/01/2018 2. Select the desired instrument type certification from 1 Hoover, Colin 13169 -- Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 09/30/2018 10/01/2018 the Instrument dropdown list Huffman, Kelly 13167 - Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 10/01/2018 10/01/2018 3. Select Recertify Jimenez, Hamish 13156 -- Precision Xceed Pro -- 03/24/2021 6 Mths 09/24/2021 No 09/27/2018 10/01/2018 4. Complete the appropriate operator certification fields 5. Select Save to certify the selected operator(s) for the EDIT CERTIFICATION: Main Hospital >> ER » 1 East selected instrument CERTIFICATION INFORMATION Note: To certify an operator for another instrument, Instrument Precision Xceed Pro 05/01/2018 31 you must change the selection in the Instrument Original Cert. Date * Certification Date 10/02/2019 31 4 dropdown list. * Expiration Date Expired v Automatically Recertify With Good OC Yes O No 5 Save Cancel Operator Name Operator ID Email Instrument Type | Original Cert. Recert Exp. Auto Last Good QC Last Pat Test Cert. Date Date Interval | Date Recert Vazquez, Victor 1298 -- Precision Xceed Pro 05/01/2018 05/10/2019 None Never No 05/10/2019 10:02AM 05/10/2019 10:16AM 6 Effective Date: 12-Jul-2021 | HOOD05162003201651 Unrestricted © Siemens Healthineers, 2021 SIEMENS Healthineers 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 shall 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 Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions. Please 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. UniPOC and all associated marks are trademarks of Siemens Healthcare Diagnostics Inc., or its affiliates. All other trademarks are the property of their respective owners. © Siemens Healthcare GmbH 2021 Siemens Healthineers Headquarters Siemens Healthcare GmbH Henkestr. 127 91052 Erlangen, Germany Telephone: +49 9131 84-0 7 siemens-healthineers.com Effective Date: 12-Jul-2021 | HOOD05162003201651 Unrestricted © Siemens Healthineers, 2021

  • unipoc