STATS Link User Guide

Transcription

1 STATS Link User Guide STATS Link November 11, Page

2 Streck s Interlaboratory Quality Control program, STATS, is an effective way for laboratories to evaluate the performance of their instrument or method against a peer group and demonstrate compliance with quality practices. STATS compiles data in personalized, easy to read reports to help labs detect changes in their systems before these significantly impact patient results. STATS Link is an enhanced data access portal that allows labs to submit data online, view real time reports, retrieve reports, and manage the lab account information. STATS reports are also processed on a monthly basis. These monthly reports are available to ensure peer group sizes are maximized for regular, periodic review of laboratory test systems. Customers receive an notification when reports are available and can immediately access reports via their secure STATS Link account. Archived reports are accessible for 12 months. Both real time and monthly data submission reports are available. Peer groups are comprised of other labs using the same instrument, method and control lot number. Peer group comparisons include essential lab and group statistics for the current submission period and cumulative data collected throughout the lot. Other types of reports include a real time report and lab manager report. You may reach the STATS Link website at STATS Link November 11, Page

3 Table of Contents Table of Contents... 3 Create a Login... 4 Migrate From the Legacy STATS Application... 5 Enroll Into a New Account... 6 Join an Existing Account Edit Account Demographics Edit Contacts Switch Primary Contact Edit Instruments Submit Data Search for Submissions View Monthly Reports View Real Time Reports Enroll Into a New Lab Manager Account Request Lab Manager Association After Enrollment Approve Lab Manager Request as a Lab s Primary Contact Remove Lab Manager Association as a Lab s Primary Contact Remove Lab Manager Association as a Lab Manager View Lab Manager Reports Reset Forgotten Password Reset Known Password Switch to a Different Lab Account Definitions Access FAQ Contact STATS Department Country Name Listing STATS Link November 11, Page

4 Create a Login Creating a login is the first step needed to access STATS Link, which can be found at Figure 1 1. Click the Create a Login link on the first page. Figure 1 2. Enter a valid address and password twice to validate the password. Figure 2 Figure 2 3. You will receive a confirmation that the login was successfully created. Note: Your address may only be used for one account in the application. STATS Link November 11, Page

5 Migrate From the Legacy STATS Application Every STATS account is approved by the STATS Department. However, if you ve already used STATS with an approved account, your account can be migrated. If your matches the primary for an existing account, this is the process you will use. No action on your part is needed to initiate it; it will automatically start when you log in. Figure 3 1. Follow the steps to create a login. 2. Log in with your new credentials. 3. You will see a screen that displays the data that was found for your account, and request that you validate that the information is accurate. Figure 3 4. If it is accurate and correct, click the Confirm & Continue. 5. An message requesting that you confirm your access will be sent to you. 6. When you click the link, you will be sent to a webpage with a confirmation message. 7. You can now log in to your transitioned account and will find information about your account, contacts, instruments, submissions and reports. STATS Link November 11, Page

6 Enroll Into a New Account If you have not used the application before or are not part of an existing laboratory account, you will follow this process to create a new account that the STATS Department at Streck will review and approve. 1. Follow the steps to create a login. 2. Log in with your new credentials. 3. Click the button to create a New Account. Figure 4 Figure 4 STATS Link November 11, Page

7 4. Complete the information regarding your laboratory. Figure 5 Figure 5 5. When finished entering the information, click the Continue button. Figure 6 6. Enter your instrument information and specify each product that you will be running on the instrument. Figure 6 7. For a hint regarding the Upload Date Format, hover over the question mark to learn additional information. 8. Click Save Instrument for each instrument you wish to add. Each time you will be asked if you would like to enter additional instruments or to complete this section of the enrollment. 9. When you are finished adding instruments, you will be taken to the third section. STATS Link November 11, Page

8 Figure The contact information on this page will be tied to the that you used to create your login. As the requestor of the enrollment, you will become the primary contact. Figure Enter your name and phone number; you can also edit your address information by expanding the Optional Information section. 12. If you wish to add other logins/contacts for this account, you may expand the section Add Secondary Contact, and select Yes. 13. If you are adding additional contacts, enter the information for that contact including the address. 14. When you are finished adding contacts, click Continue to complete your enrollment. Figure You will receive this message on the screen when your enrollment is complete. Figure 8 You will also receive an message in your inbox notifying you that Streck has received your enrollment request. Figure 9 The STATS Team will approve your account enrollment request within two business days. 16. When the enrollment is approved, you will receive a welcome from Streck. Figure You will then be able to log in and submit data. STATS Link November 11, Page

9 Figure 9 Figure 10 STATS Link November 11, Page

10 Join an Existing Account Follow these steps if you are looking to join an existing lab account and have the primary contact approve your access. The lab must already be approved, be currently active, and have an approved primary contact. Once your account is created, this is how additional users at your lab will gain access to your account. Figure Follow the steps to create a login. 2. Log in with your new credentials. 3. Click the Existing Account button. 4. You will be asked to enter the account number and the primary contact s last name, and then click the Lookup button. Figure If the information matches, you will receive a validation message to confirm the information. You will receive an error message if the information does not match an active lab. 6. Click the Confirm Account button if the lab s information is correct. Figure You will be asked to complete the contact information regarding your login. Figure 12 STATS Link November 11, Page

11 8. After you ve finished entering the information, click Continue. Figure After completing your contact information, you will be redirected to Waiting for Approval page and an message requesting approval will be sent to the primary contact of the lab. Figure After the primary contact clicks the link in the message to approve your account, you will receive an notification that you have been approved by the primary contact. You will be able to access the account s information, contacts, instruments, submissions and reports when you log in after receiving approval notification. STATS Link November 11, Page

12 Edit Account Demographics Once you are part of a lab (through migrating, joining or creating a new lab), you can adjust account demographic information such as account name, address, phone number, etc. The primary contact will be notified via that changes were made. Figure Log in with your credentials. 2. Go to My Account Info. 3. Change any information that needs to be adjusted, and click Save Account when complete. Figure A confirmation message will display on the screen upon successful save. 5. An message will be sent to the primary contact notifying him or her of the change. STATS Link November 11, Page

13 Edit Contacts You can change your contacts information, including name, address, address and primary contact designation. The primary contact is able to edit any contact while non primary contacts are only able to edit their own information. Additionally, a primary contact is the only person who can make another contact the new primary contact. Figure Log in with your credentials. 2. Go to My Account Contacts. 3. Click Edit next to the contact that needs to be updated. Figure 15 The primary contact is the only user that can edit information for all contacts. Non primary contacts can only edit their own information. STATS Link November 11, Page

14 Figure Update the information on the screen. Figure 16 The primary contact for this account is the only person able to edit and see the primary checkbox when editing a contact. Also, changing the address changes the login of the contact, and the edited contact will need to use the new address the next time he or she logs in. 5. When finished, click Update to commit the changes. 6. If you wish to permanently delete a contact, click the Delete button on the contact line that you wish to remove. Note: A primary contact cannot be deleted from the application; a different contact on the account must be designated as primary first. STATS Link November 11, Page

15 Switch Primary Contact The primary contact can designate another contact to be the new primary. Only the new primary contact can reassign primary contact privileges after the changes are saved. 1. Log in with your credentials. 2. Go to My Account Contacts. 3. Click the Edit button of the contact you wish to set as the primary. You must be the primary contact in order to initiate a change of the primary contact. 4. Check the primary checkbox of the non primary contact. 5. Click Update to save your changes. 6. You are now logged in as a non primary contact without primary contact permissions. 7. An message has been sent to both the prior primary contact and the new primary contact. The message outlines the rights and responsibilities of the primary contact. Figure 17 Note: In an employee turnover situation, the STATS Department can change the primary contact. Figure 17 STATS Link November 11, Page

16 Edit Instruments Whether you ve created a new lab account or you were migrated to/joined an existing account, after you successfully have access to the account, you can add, edit, and deactivate your instruments. Please note that your instruments cannot be removed only deactivated. Figure Log in with your credentials. 2. Go to My Account Instruments. 3. Click Edit next to the instrument that needs to be updated. Figure Modify the information, and click Save Instrument when finished. 5. To remove an instrument, click the Deactivate button to the right of the instrument. Figure 18 This will prevent the instrument from being utilized in the future. You cannot Reactivate an instrument once it has been deactivated. 6. To add an instrument, click the Add New Account Instrument button on the top right. Figure 18 Figure Select and enter the information to add the new instrument. Figure Click Save Instrument when finished adding the additional instrument. Figure 19 You will be returned to the instrument screen and your changes will be reflected. An confirmation will be sent to the primary contact on the account. 9. If you need to have your instrument configured for SI Units, please contact the STATS Department. STATS Link November 11, Page

17 Submit Data Submitting data will allow you to see reports for the instrument, product and lots you submit. Submitting data is easy: you can either hand enter it or, the more frequent option, you can import files with your data. All products have a due date that is used for processing data and creating the regular report. The purpose of the due date is to keep the peer group contributing at regular intervals and generate larger comprehensive reports on the respective due date. Figure Log in with your credentials. 2. Go to Data Submissions Submit Data. 3. If you submit individual daily run data, leave the Daily Data default. Figure If you submit summarized data, select the Summary Data radial button. 5. Select your instrument from the drop down list. 6. Select the product you ran on the instrument. 7. Select the lot number for the data you are submitting. 8. Enter the date range for your submission data into the From and To date range boxes. Your run data will be verified against these dates if you are submitting daily runs. 9. If you are interested in entering comments or adjusting the shift value or submission SD, expand the Optional Information section and make the adjustments. 10. Click the Start Entering Data button. Figure To manually enter data, first click the Add Level button to select the level of the run for which you are entering data. Figure 21 STATS Link November 11, Page

18 12. Enter the run data for your level. 13. The legend displays what the cell coloration will indicate for your data. Figure 21 Legend: Error This will need to be repaired or the data will not be committed. STATS Link Customer User Guide Legend: Data will be Converted to SI Unit This data is configured to have an SI unit conversion, and is only reflected with assay information. Legend: Data Outside Assay Range This data is above or below specified limits (i.e., assay). Legend: Possible Duplicate Run This data is checked across multiple submissions for the current month and could possibly be a duplication run. This flag simply identifies data to check, but does not remove any data from calculations. 14. Your run data will be required to fall in between the From and To dates you specified. 15. The data entry grid has many Excel like features which make data entry easier. For example, you may copy run dates from one level to another. 16. To change the From and To dates, click the Expand button to view all the submission s information and click the down arrow on the date picker and make the correction. It will automatically save when you click outside the date picker and display a confirmation message. Other data will not be editable. Figure 22 Figure To import files, you can simply click on the Import File button at the top right. This will open the file import dialog box. Figure 23 Figure Use the import box to specify the level of your file. If the file to be imported is a Streck Excel file, all levels will be imported at once, and do not need to be specified. The levels are determined by the product selected. 19. This data must fall within the specified From/To date range, or data will be flagged with an error and will not be saved. 20. The imported data will be displayed on the screen. Figure Examine the screen for flags, which may indicate issues with the data. STATS Link November 11, Page

19 Figure 24 STATS Link November 11, Page

20 Search for Submissions After submitting data, you can filter and sort to review submissions you have entered. STATS Link Customer User Guide Figure Log in with your credentials. 2. Go to Data Submissions Submission History. 3. Filter your data by clicking on the column headers to select the criteria. Figure 25 You can also click on the column header to sort. 4. When you find the submission you would like to review, click to select the row and choose the View/Edit Record button on the top right. You may also double click on the desired row to open the submission. Note: You are able to edit or delete your data as long as it has not been processed for a monthly report. STATS Link November 11, Page

21 View Monthly Reports Every product has a regular monthly due date (or weekly for linearity products) for which STATS generates reports. These monthly reports are available to ensure peer group sizes are maximized for regular, periodic review of your test systems. Customers receive an notification when reports are available and can immediately access reports via their secure STATS Link account. Peer groups are comprised of other labs using the same instrument, method and control lot number. Peer group comparisons include essential lab and group statistics for the current submission period and cumulative data collected throughout the lot. The monthly report contains Levey Jennings Charts, SDI Charts and a Six Month Historical Comparison. You can view as well and sort and filter the reports. Figure Log in with your credentials. 2. Go to Reports Monthly Reports. 3. The most recently processed reports are listed first. 4. Filter your data by clicking on on the column headers to select the criteria. Figure You can also click on the column header to sort. 6. When you find the report you would like to review, click the View button on the row of the report. 7. A PDF file will open for you to view or save. STATS Link November 11, Page

22 View Real Time Reports Real time reports are great tools to do an intermediate check how your instrument is performing compared to others. Real time reports can be run for data that has not been processed in a monthly report. Real time reports are only valid at the time they are created and are not meant to replace the final report. Peer group data will continue to change and be updated as other customers contribute to the peer group aggregation. Figure Log in with your credentials. 2. Go to Reports Real Time Reports. 3. Filter your data by clicking on on the column headers to select the criteria. Figure You can also click on the column header to sort. 5. When you find the submissions you would like to create a real time report for, click the Generate button on the row. 6. A notification dialog box will appear at the top right of your screen. You are able to move around the site while this is running; it will reappear on the active page when it is complete. 7. When you receive the completed notification, click the link to open the PDF. Figure A PDF file will open for you to view or save. Figure 28 STATS Link November 11, Page

23 Enroll Into a New Lab Manager Account A lab manager is able to see reports of associated lab accounts and a special manager s report. This is a useful tool to show how a variety of labs are performing. Additionally, lab managers receive a lab manager report when the final monthly reports are generated. You can create your lab manager account and either add associations to active accounts during enrollment or you can also add the accounts after your account is approved. Figure Follow the steps to create a login. 2. Log in with your new credentials. 3. Click the New Account button. 4. Complete the information regarding your laboratory, making sure to select Lab Manager as the account type. Figure When finished completing the information, click the Continue button. Figure 30 STATS Link November 11, Page

24 6. Enter the information for the labs that you wish to manage. Figure 30 You will need to enter the account number for each active lab and the primary contact at each location. 7. Click the Lookup Account button. If the account number and last name match, a message will show with the account s name and address. 8. Click the Link Account button for each lab. 9. When you are finished adding labs, click the button Finish Adding and Continue and you will be taken to the third section. Figure The contact information on this page will be tied to the you used to create your login. 11. Enter your name and phone number; you can also edit your address information by expanding the Optional Information section. Figure If you wish to add other logins or contacts for this account, you may expand the section Add Secondary Contact, and select Yes. 13. If you are adding additional contacts, enter the information for that contact including the address. 14. When you are finished adding contacts, click Continue to complete your enrollment. Figure You will receive this message on the screen when your enrollment is complete. Figure 32 You will also receive an message in your inbox notifying you that Streck has received your enrollment request. The STATS Team will approve your enrollment request within two business days. 16. When the enrollment is approved, you will receive a welcome The labs that you have requested to manage will receive an request for approval for the association between the accounts. This request goes to the primary contact. STATS Link November 11, Page

25 18. Once the lab approves the association, the lab manager account is able to view all labs reports. An notification of the approval is sent to the primary contact of the lab as well. 19. To see a full list of the associated accounts, visit your account information page. Figure 33 Figure 33 STATS Link November 11, Page

26 Request Lab Manager Association After Enrollment A lab manager can add new associations with labs after enrollment. The association request sends an to the primary contact of the lab requesting access. Figure The lab manager logs in with his/her credentials. 2. Go to My Account Info. 3. Click the Add Associated Account button. Figure Enter the lab number of the lab you wish to join and the primary contact s last name, and then click the Lookup button. 5. If the information matches, you will receive a validation message to confirm the information. You will receive an error message if the information does not match an active lab. 6. Click the Link Account button if the lab s information is correct. 7. You will receive a notification that an message requesting approval was sent to the primary contact of the lab. 8. After the primary contact clicks the link in the message to approve your request, you will receive an notification that you have been approved by the primary contact. You will then be able to access the account s reports. STATS Link November 11, Page

27 Approve Lab Manager Request as a Lab s Primary Contact After a lab manager has requested to manage a lab, the primary contact of that lab can approve the association. This can be done via the sent or it can be done in the application. Figure The managed lab s primary contact logs in with his/her credentials. 2. Go to My Account Info. 3. Hover your cursor over the exclamation mark next to the Lab Manager Request box. 4. Click the exclamation point, and then click the Approve button. Figure 35 This grants the lab manager access to the lab s reports. 5. An notification regarding approval is sent to the lab manager s primary contact. STATS Link November 11, Page

28 Remove Lab Manager Association as a Lab s Primary Contact After a lab has approved lab manager access, the primary contact has the ability to remove that lab manager at any point. Figure Log in with your credentials. 2. Go to My Account Info. 3. Click the X button next to the Lab Manager Name. 4. You will receive a dialog box confirming you would like to remove your association to the lab manager account. Figure Once you click OK, the association is removed. The lab manager will no longer be able to view the lab reports. 6. A notification is sent to the lab manager s primary contact indicating the association has been removed. STATS Link November 11, Page

29 Remove Lab Manager Association as a Lab Manager A lab manager has the ability to manage the associated labs, including removing currently associated labs. Figure Log in with your credentials. 2. Go to My Account Info. 3. To remove an association with a lab, click the Remove button for the desired lab. Figure When you respond OK to the dialog box confirming your choice, your association will be removed. You will no longer be able to see the reports for this lab. 5. A notification is sent to the lab indicating the association has been removed. STATS Link November 11, Page

30 View Lab Manager Reports Lab managers have access to lab manager reports that are created when the final monthly reports are generated. These reports give an overview of all related instruments, products, and lots of all the labs associated to the lab manager. Figure Log in with your credentials. 2. Go to Reports Manager Reports. 3. Filter your data by clicking on on the column headers to select the criteria. Figure 38 You can also click on the column header to sort. 4. When you find the report you would like to review, click the View button on the row of the report. 5. A PDF file will open for you to view or save. STATS Link November 11, Page

31 Reset Forgotten Password If you have forgotten your password or have incorrectly logged in too many times, you have the ability to reset your password. Figure On the login page, click the Forgot Password? link. 2. You will be taken to a page to enter your address for receipt of a password reset link. 3. Enter the address you use for logging in to the website. Figure Click the button to Send Reset . This will send an message to the address entered. 5. Click the link inside the message to reset your password. Figure 40 Figure You will be taken to a webpage where you can enter a new password. 7. Once you have re entered the password, click the Reset Password button. 8. You will receive an message that you have successfully changed your password. You will also be logged in upon successful change of your password. STATS Link November 11, Page

32 Reset Known Password If you know your password and would like to change it, follow these steps. STATS Link Customer User Guide Figure On the login page, click the Hello, Username menu next to the Log Out button. Figure Click the Change Password option. 3. This will take you to a page to enter your current password and a new password. 4. Once you have successfully entered the new password, click the Change Password button. 5. Your password is now changed, and you will receive an message confirming the change. STATS Link November 11, Page

33 Switch to a Different Lab Follow these steps if you want to join an existing lab account and have the primary contact approve your access. The lab must already be approved, be currently active and have the primary already migrated. Figure Log in with your credentials after you have access to an account. 2. Go to My Account Settings. 3. Click the Switch Account Access button on the page. This will take you to a new page where you can click the Existing Account button. Figure 42 Figure You will be asked to enter the account number of the lab you wish to join and the primary contact s last name. Then click the Lookup button. Figure If the information matches, you will receive a validation message to confirm the information. You will receive an error message if the information does not match an active lab. 6. Click the Confirm Account button if the lab s information is correct. 7. You will be redirected to Waiting for Approval page and an message requesting approval will be sent to the primary contact of the lab. 8. After the primary contact clicks the link in the message to approve your access, you will receive an notification that you have been approved by the primary contact. You will then be able to access the account s reports. STATS Link November 11, Page

34 Account Definitions The definitions of accounts and users are explained below. STATS Link Customer User Guide 1. There are three types of accounts: a. Lab: This customer account submits data and receives reports. b. Distributor: This customer account is able to view reports of the labs they manage, as well as receive a manager s report. c. Lab Manager: This customer account is able to view reports of the labs they manage, as well as receive a manager s report. A lab manager account does not submit data. 2. When you create a login, you are actually creating a contact. An account can have many contacts, however a login (or contact) can only exist in the application once. a. A primary contact is able to manage all other contacts, and receives notifications about changes made to settings in the application. b. A secondary contact is able to only manage their own contact information, but is able to perform the same functions as the primary contact. They do not receive notifications about changes. STATS Link November 11, Page

35 Access FAQ The application has a section for frequently asked questions. The content may have been updated since you last viewed it, so be sure to check it regularly if you have any questions. 1. Log in with your credentials. 2. Go to Help FAQ. STATS Link November 11, Page

36 Contact STATS Department If you have any issues please contact the STATS Department Monday Friday from 8 a.m. to 5 p.m. Central time at You can also StatsData@Streck.com. This information, along with sample reports and supporting documents, can be viewed in the application. 1. Log in with your credentials. 2. Go to Help Support. Figure 44 Figure 44 STATS Link November 11, Page

37 Country Name Listing Please see the list below for a more detailed listing of country names available in the application. Table 1 Country AA AE AF AI AN AO AR AT AU AZ BB BD BE BF BG BH BL BM BN BO BQ BR BS BY CA CH CI CL CM CN CO CR CS CU CV CW CY CZ DE DK Description Aruba United Arab Emirates Afghanistan Anguilla Netherland Antilles Angola Argentina Austria Australia Azerbaijan Barbados Bangladesh Belgium Burkina Faso Bulgaria Bahrain Belize Bermuda Brunei Bolivia Bonaire Brazil Bahamas Belarus Canada Switzerland Ivory Coast Chile Cameroon China Colombia Costa Rica Serbia Cuba Cape Verde Curacao Cyprus Czech Republic Germany Denmark STATS Link November 11, Page

38 DM DO EC EE EG ES FI FO FR GB GD GR GT GU GY HK HN HR HT HU IC ID IE IL IN IQ IS IT JM JO JP KE KH KR KW KY LB LC LI LK LT LU LV LY Dominica Dominican Rep Ecuador Estonia Egypt Spain Finland Faroe Islands France United Kingdom Grenada Greece Guatemala Guam Guyana Hong Kong Honduras Croatia Haiti Hungary Canary Islands, The Indonesia Ireland Israel India Iraq Iceland Italy Jamaica Jordan Japan Kenya Cambodia Korea, Republic Of Kuwait Cayman Islands Lebanon Saint Lucia Liechtenstein Sri Lanka Lithuania Luxembourg Latvia Libya STATS Link November 11, Page

39 MA MF ML MM MN MO MS MT MV MW MX MY NA NG NI NL NO NP NZ OM PA PE PG PH PK PL PT PY QA RO RU RW SA SE SG SI SK SM SV SX TC TH TN TR Morocco St Martin Mali Myanmar Mongolia Macau Montserrat Malta Maldives Malawi Mexico Malaysia Namibia Nigeria Nicaragua Netherlands Norway Nepal New Zealand Oman Panama Peru Papua New Guinea Philippines Pakistan Poland Portugal Paraguay Qatar Romania Russia Rwanda Saudi Arabia Sweden Singapore Slovenia Slovakia San Marino El Salvador St Maarten Turks and Caicos Thailand Tunisia Turkey STATS Link November 11, Page

40 TT TW TZ UA UG US UY VC VE VG VI VN YE YU ZA ZW Trinidad/Tobago Taiwan Tanzania Ukraine Uganda United States of America Uruguay St Vincent Venezuela British Virgin Islands U.S. Virgin Islands Vietnam Yemen Yugoslavia South Africa Zimbabwe Table 1 STATS Link November 11, Page