UniCel DxH Slidemaker Stainer Coulter Cellular Analysis System Training Modules

Transcription

1 Training Modules Name This document is not intended to replace the information in your Instrument Instructions for Use Manual (IFU). Information in the Instructions for Use Manual supersedes information in any other manual.

2 UniCel DXH SLIDEMAKER STAINER TRAINING MODULES WARNINGS AND PRECAUTIONS READ ALL PRODUCT MANUALS AND CONSULT WITH BECKMAN COULTER-TRAINED PERSONNEL BEFORE ATTEMPTING TO OPERATE INSTRUMENT. BECKMAN COULTER, INC. URGES ITS CUSTOMERS TO COMPLY WITH ALL NATIONAL HEALTH AND SAFETY STANDARDS SUCH AS THE USE OF BARRIER PROTECTION. THIS MAY INCLUDE, BUT IT IS NOT LIMITED TO, PROTECTIVE EYEWEAR, GLOVES AND SUITABLE LABORATORY ATTIRE WHEN OPERATING OR MAINTAINING THIS OR ANY OTHER AUTOMATED LABORATORY EQUIPMENT. INTENTION FOR USE This document is not intended to replace the information in your Instrument Instructions for Use Manual (IFU). Information in the Instructions for Use Manual supersedes information in any other manual. TRADEMARKS THE BECKMAN COULTER logo, COULTER, DxH, and UniCel are trademarks of Beckman Coulter; the BECKMAN COULTER logo COULTER, and UniCel are registered in the USPTO. All other trademarks, service marks, products or services are trademarks or registered trademarks of their respective holders. Copyright Beckman Coulter, Inc All Rights Reserved Find us on the World Wide Web at: Beckman Coulter Ireland, Inc. Mervue Business Park, Mervue Galway, Ireland Made in USA ii of iv

3 UniCel DXH SLIDEMAKER STAINER TRAINING MODULES REVISION STATUS Revision AA Initial Release (March 2012) Software release 1.0 and higher Revision AA.1 (March 2013) Software release 1.0 and higher Revision AA.2 (June 2014) Software release 1.0 and higher Presented June 2014, Miami, Florida Unicel DxH Slidemaker Stainer Training Modules iii of iv

4 UniCel DXH SLIDEMAKER STAINER TRAINING MODULES iv of iv

5 UniCel DxH SLIDEMAKER STAINER COURSE GUIDE Basics System Operations Troubleshooting UniCel DxH Slidemaker Stainer Additional Topics This document is not intended to replace the information in your Instrument Instructions for Use Manual (IFU). Information in the Instructions for Use Manual supersedes information in any other manual. 1 of 6

6 UniCel DxH SLIDEMAKER STAINER 2 of 6 PN A96923AA.2 (June 2014)

7 UniCel DxH SLIDEMAKER STAINER TRAINING TOPICS BASICS SYSTEM OPERATIONS TROUBLESHOOTING ADDITIONAL TOPICS 3 of 6

8 UniCel DxH SLIDEMAKER STAINER 4 of 6 PN A96923AA.2 (June 2014)

9 UniCel DxH SLIDEMAKER STAINER GROUP DISCUSSIONS Tuesday The following discussions take place in the classroom/laboratory. Ending times noted are approximate. General Information Learn about each other Safety: Personal Protective Equipment and Fire Evacuation Introduction to the course and materials Location of additional reference materials Registration Questionnaire Instrument Demo Wednesday Thursday Friday SMS Presentation Additional Topics Additional Topics Evaluations Graduation 5 of 6

10 UniCel DxH SLIDEMAKER STAINER You will see the following symbols used throughout the learning modules. Important information you should know Techie-type information you may be interested in knowing Do these steps now! Timely Tip You reached the goal! I do not understand Questions Resources, Help 6 of 6 PN A96923AA.2 (June 2014)

11 COURSE MAP BASICS BEGIN HERE Basics Daily Checks & Shutdown B-1 of 26

12 PERSONAL PROGRESS SUMMARY Basics Modules Date Initial Facilitator Basics Daily Checks & Shutdown B-2 of 26

13 OBJECTIVES BASICS Given an operating DxH Slidemaker Stainer: Log On and Log Off the System Manager Identify the main hardware of the system by labeling a diagram Identify the areas of the optional floor stand by labeling a diagram Locate and identify the areas and icons used on the screen by labeling a diagram State the meaning of icon colors and how to respond to them Access System HELP using the Help icon Find information using the Contents, Index and Search features Use hypertext jumps within Help Print Help topics Create Favorites in Help Why Is It Important? This module introduces the basics of the DxH Slidemaker Stainer. A basic hardware overview allows identification of the general areas of the system. These topics form the building blocks for the rest of your learning journey. Resources DxH Slidemaker Stainer System HELP B-3 of 26

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15 INFORMATION/PRACTICE Logoff/Logon In order to access the System Manager, you must Log on. Both an Operator ID and a Password are required. The system administrator will assign these to you in the lab. Step Action 1 Select the Logoff icon at the top right of the screen. 2 On the Logoff screen, select the logoff button. 3 On the Logon screen, type in the Operator ID: BCI (case sensitive), press tab. Type in the Password: bci (case sensitive). 4 NOTE: Neither the Operator ID nor the password bci is present in the system. Upon installation, Operator IDs and Passwords must be set up. 5 Select the Log On button or Press Enter. You will now be on the DxH Slidemaker Stainer home screen. Once you select any button or icon to move to a different screen, the home screen disappears. You will only see it after a Log On or if you press the F8 key. System Manager Statistics The System Manager features touch screen capability that lets you select the Status icons and Menu buttons on the screen. Your System Manager (computer) consists of the following: LCD flat panel monitor with touch screen capability Computer with a CD/DVD RW drive running Microsoft Windows XP Professional operating system and the DxH Solutions software Standard Keyboard Optical Mouse Hand-held barcode scanner Small Form Factor Computer B-5 of 26

16 Access System HELP Find the Help icon along the top right of the screen, next to the Logoff icon. Select this icon to enter the System HELP. To close Help, select x. Step 1 Action Select the System Status icon to give you an overview of the instrument. On this screen, you will see the status of the SMS, LIS, and Printer. We will explain this screen further in the Daily Checks Module. 2 Select the System HELP icon Select the Index Tab. Type the words home screen in the keyword field. A list displays, double click on the words home screen in the list or select the words and select the Display button at the bottom. Take some time to study the Home Screen section to learn the names of the areas on this screen. You will label a diagram with the correct names as part of the skill check later. To place this topic in Favorites as a reference for you, select the Favorites tab (to the right of the Index tab). 7 Then, select the Add button near the bottom. 8 You may now refer to this topic any time you select Favorites. 9 To delete a topic from Favorites, highlight it and select Remove The Help screen may be moved and resized to place it in a better position on the screen while you are working. Try it now! The font icon at the top of the Help screen allows you to increase or decrease the size of the font used to make it easier for you to read. Try it now! The print icon at the top of Help allows you to print any information that you want from Help. It will print in the font size chosen. Please feel free to print any topics that you want this week. 13 To close Help, select x. B-6 of 26

17 Software Overview System Status, Worklist, Daily Checks, Supplies, Event Log To review the software areas, reference the HELP, Chapter 1. System Overview>Viewing System Status/System Overview. Active = online and ready Inactive = offline and not ready Disabled = maker or stainer not available for use Enabled = maker and/or stainer available for use Alert Status Icon color meaning: Red = error Yellow = warning Neutral = OK Displays if unit is Online, Offline, in Diagnostics, or Stopped LIS Status: Green = LIS Interface ON Gray = LIS Interface OFF Printer Status: Status displays Auto Print Disabled if Disable All Auto Printed Reports is selected from Print> Print Printer Setup System Icons Step 1 Click the Start icon for processing. Action to place the Slidemaker Stainer online 2 Click the Stop icon to place the Slidemaker offline (inactive state); stainer and STM are still active. Note If an Audible Alarm is triggered, click the Turn Off Alarm to shut the audible alarm off. icon B-7 of 26

18 Hardware Overview The DxH Slidemaker Stainer is a slidemaking module, a slidestaining module and a System Manager. It is precisely integrated to provide process control, slidemaking and staining, and cassette or single-tube delivery of specimens. System HELP can provide a quick overview: Step Action 1 Select the Help icon. 2 Select the Contents tab. 3 Find Chapter 1 System Overview. 4 Use Next on the top right corner of the help screen to navigate the different Figures of the Slidemaker Stainer. You will label diagrams with the correct names as part of the skill check at the end of this module. 5 Place this info into your Favorites. Note The three Beacon colors are Red (Error), Yellow (Warning), or Green (OK to Run). Optional Floor Stand Step Action 1 Select the Index tab. 2 Type floor stand. 3 Double click Floor Stand Features from the list. 4 Take some time to study the Figures and their descriptions. You will label a diagram with the correct names as part of the skill check at the end of this module. Congratulations on completing this portion of your training. Please continue to the Skill Check on the next page. B-8 of 26

19 1. Label the sections of the Home screen: BASICS SKILL CHECK Label the main areas of the SMS System B-9 of 26

20 3. Label the parts of the Slidemaker Stainer: B-10 of 26

21 4. Left side of the Slidemaker Stainer: Right side of the Slidemaker Stainer: Show facilitator your favorites tab. Demonstrate how to add and remove a topic. B-11 of 26

22 7. Show facilitator how to Log off and Log on. 8. Label the parts of the Floor Stand: What do the colors mean? B-12 of 26

23 OBJECTIVES DAILY CHECKS & SHUTDOWN Given an operational DxH Slidemaker Stainer and using the System HELP: Point to the last time a Daily Checks or Shutdown was run using the System Status screen Access the Daily Checks Summary Screen Request a Daily Checks cycle Set up automatic Daily Checks after Shutdown View Daily Checks Information Add a comment to Daily Checks results Set up automatic printing of the Daily Checks results Perform the Shutdown procedure using DxH Cleaner State the minimum time the instrument should be in Shutdown and how often Shutdown should be performed Set up automatic Shutdown to occur for five days at 17:30pm Why Is It Important? The Daily Checks screen shows you the results of running the Daily Checks diagnostic tests. The summary screen gives a quick overview of the results and any alerts due to failed tests. The Shutdown procedure must be performed once every 24 hours that the instrument is used to ensure optimal cleaning of the instrument. Resources DxH Slidemaker Stainer System HELP B-13 of 26

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25 INFORMATION/PRACTICE Daily Checks The Daily Checks testing is a once-a-day procedure normally performed after running a Shutdown cycle. Both of these cycles have auto-program features. We will discuss this and set it up later in the module. Even when you have the cycle pre-programmed, you may still request to perform a Daily Checks cycle at any time (for troubleshooting, etc.). For additional Reference, refer to Chapter 3, Daily Checks. Requesting a Daily Checks Cycle Step Action Select the System Status icon. Look at the SMS Status screen to give you an overview of basic information about the instrument. 1 STAINER & MAKER STATUS UNIT STATUS LIS STATUS PRINTER STATUS 2 Click on the Details Status button or double click on the instrument picture on the screen. B-15 of 26

26 DATE & TIME of last DAILY CHECK and SHUTDOWN Cycles MAKER & STAINER STATUS TRANSPORT STATUS DEFAULT SLIDE ORDER CASSETTE PREPARATION SINGLE-TUBE PREPARATION If the date and time are a neutral color, all is OK. If they are red, there is a problem. 3 Look at the Maker and Stainer status for Active, Inactive, or Disabled state. This is where you view the status of the maker and stainer. Note Transport Status may be Online, if processing samples. Offline, for special cycles and procedures. Diagnostics or Standby, for certain diagnostic tests. Stopped, when system is commanded by the operator to stop the process. Disconnected, when the system is powered off. 4 Select the Daily Checks alert status icon or Menu>QA>Daily Checks 5 Select Daily Checks from the local navigation bar. B-16 of 26

27 When the system displays: You have requested to perform Daily Checks. 6 Select OK to run Daily Checks For classroom practice, Perform a Daily Checks now. 7 This cycle takes approx. 3 minutes. Viewing Daily Checks Information Step 1 Action Look at the Daily Checks alert status icon. If it is neutral, all is well. If it is red, then something failed and needs review. You can view the daily checks result information for the Summary, SMS, and Supplies. The Daily Checks must pass or be reviewed in order to run specimens. If Daily Checks passes, the Review button is disabled. Note B-17 of 26

28 2 Select the Review button from the local navigation bar to clear any system failures and to return to neutral. 3 Select the View Log tab of the History Log. button to review the Daily Checks 4 After resolving the cause, repeat Daily Checks. 5 Note For classroom practice, use View Log to find a Daily Checks with a Fail entry, select it and then select the Details button. When you click Review for failed results, you are acknowledging the failure and the need to repeat the Daily Checks. Be sure to document per your regulatory requirements. You could add a comment in the History Log. If you review a failed Daily Checks result, the system will prompt the operator with the following message: Are you sure you want to acknowledge the Daily Checks failure? Press OK to continue. Enable Automatic Daily Checks Step Action From the Daily Checks screen, select Auto Configuration>Configure Daily Checks to display the Auto Daily Checks Configuration dialog box B-18 of 26

29 2 Select Enable Automatic Daily Checks to enable running daily checks automatically on your system. You have 2 options to choose from: 3 4 Perform Daily Checks After Shutdown Perform Daily Checks at a Specified Time For classroom practice, select Perform Daily Checks at a Specified Time. Hour will be 6, Min will be 30, and check the Daily check box. If you selected Perform daily checks after shutdown, select OK to save your selection. or If you selected Perform daily checks at a specified time, select a time and a day, and select OK to save your selection. Viewing Past Results/Adding Comments Step 1 Select the View Log Bar. Action button from the Local Navigation 2 You may select one date at a time to review. Once highlighted in blue, select the Details button below to view all tabs of those results. Select View Log to return to the log or the large back arrow on the upper left to go back one screen. Do this at this time! 3 B-19 of 26

30 With any date highlighted, select the Comments button below to add a comment. For classroom practice, add a comment. 4 5 Select OK to save comment. Once saved, you will see a yellow, page icon appear to let you know there is a comment there. You may go back to a comment to edit it as well. 6 7 Be sure to save at least one comment for any Daily Checks result as part of this exercise. B-20 of 26

31 Printing/Auto-Printing Step 1 Action You may manually print individual results by selecting the print icon from the utility area at the upper right. On the daily checks screen, you may print the Daily Checks Auto Report. If you are on Daily Checks: View Log>Log Type>Data Summary Logs, you may print: Entire log, All filtered, or Selected entries by clicking the print icon from the utility area at the upper right. 2 3 You may decide to have the Daily Checks print automatically. 4 5 To do this, return to the Daily Checks screen by selecting the Daily Checks icon. Select the Auto Report button from the Local Navigation bar. This opens the Daily Checks Auto Report window. B-21 of 26

32 You may select to print automatically by checking the Enable auto report generation box. 6 Shutdown The DxH Slidemaker Stainer allows you to program the length of time the instrument is in Shutdown. The default time is 30 minutes. This is the minimum time required for Shutdown. At the end of your programmed time, the system removes DxH Cleaner and replaces it with DxH Diluent. It then awaits a Daily Checks cycle, performed manually or automatically. If a Shutdown cycle needs to be interrupted, just cancel and then request a Daily Checks cycle. Step Action No other cycles or System Manager actions can be performed until the Shutdown cycle has completed. Once the Shutdown cycle is complete, a countdown timer bar appears near the bottom of the Daily checks screen to let you know how much time remains for the cleaning Note Select or Select Menu>QA>Daily Checks. On the Daily Checks Screen, select the Shutdown button from the local navigation bar. For classroom practice, select OK to begin the shutdown or In the event that you choose not to do a Shutdown, select Cancel to go back to the previous screen. Refer to Chapter 5 Shutdown in HELP for further information on the Shutdown Procedures. B-22 of 26

33 Enable Automatic Shutdown Step 1 2 Action From the Daily Checks screen, select Auto Configuration>Configure Shutdown to display the Auto Shutdown Configuration dialog box. Select Enable Automatic Shutdown to enable running Shutdown automatically on your system. In your Laboratory you may set-up shutdown as follows: Note Type the time for automatic shutdown in Hour and Minutes in the text box. Select Daily or select specific days of the week to run Shutdown automatically. Type the time the cleaner should remain in the DxH Slidemaker Stainer during the shutdown procedure in Hours and Minutes. Select OK to save your selections. 4 For classroom purposes, type in one hour for time in cleaner. 5 Type in 17:30 PM for the time the cycle should begin and select Monday through Friday. 6 Select OK. Note Refer to Chapter 6 Setup in HELP for further information on Enabling Automatic Procedure. Please continue to the Skill Check on the next page. B-23 of 26

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35 DAILY CHECKS & SHUTDOWN SKILL CHECK 1. Show your printouts from Daily Checks of today s result and one from a week ago to the facilitator. 2. Go to the DxH SMS Stainer Status screen and point to the time of the last Daily Checks cycle. 3. Show facilitator that you set up automatic Daily Checks using Auto Configuration. 4. Show facilitator the comment you added to a Daily Checks results. 5. Show facilitator that you set up automatic printing of Daily Checks. 6. What is the minimum time for the DxH SMS to be in shutdown? 7. How often should a Shutdown cycle be performed? 8. What is the reagent used for Shutdown? B-25 of 26

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37 COURSE MAP SYSTEM OPERATIONS BEGIN HERE Supplies Setting Up the Slidemaker Setting Up the Stainer Disabling/Enabling the Stainer & Maker Sample Processing S0-1 of 62

38 PERSONAL PROGRESS SUMMARY System Operations Modules Date Initial Facilitator Supplies Setting Up the Slidemaker Setting Up the Stainer Disabling/Enabling the Stainer & Maker Sample Processing SO-2 of 62

39 OBJECTIVES Using an operating DxH Slidemaker Stainer and System HELP: Setup and replace supplies using Beckman Coulter reagents Setup and replace other supplies manually Loading Slides Why Is It Important? SUPPLIES An up-to-date supplies screen shows that your laboratory is aware of good Quality Assurance procedures. Even if the same lot number of a reagent replaces the previous container, the supplies setup must be updated to show the correct open container expiration date. Resources DxH Slidemaker Stainer System HELP S0-3 of 62

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41 INFORMATION/PRACTICE Note: For any non-beckman Coulter reagent, select Setup Other and manually enter the bar code information. You can enter up to five bar codes. Setting Up DxH Slidemaker Reagents (Diluent & Cleaner) Step Action 1 Select to display the Supplies screen. 2 Select the Slidemaker tab. On the Supplies screen, select the Setup button from the local navigation bar. 3 S0-5 of 62

42 4 On the Setup Supplies dialog box, scan or manually enter the bar codes into Bar Code fields 1 and 2, and select OK. If replacing Diluent, choose Diluent 1 or Diluent 2 from the Supply Type drop-down list and select OK. 5 If replacing Cleaner, select OK. Note: The fields on the Setup Supplies screen are automatically populated from the bar code information. The Supply screen updates the percent (%) remaining for the supply bottle graphics. 6 Select OK to verify the reagent has been replaced. 7 Repeat this procedure for each remaining supply. Configure Low-Level Notification Step Action 1 Select to display the Supplies screen. 2 3 From either the Slidemaker or Stainer tab, select the Config Low Level button from the local navigation bar on the Supplies screen. On the Configure Low Level Condition screen, select a low-level percentage from the drop-down box (default is 10%). 4 Select OK to save your changes. Note In the classroom, we set the low-level warning to 10%. When this occurs, the Supplies Alert Status Icon is yellow. If a supply is out, the icon is red. SO-6 of 62

43 Setting Up Beckman Coulter Stainer Reagents Follow these steps to set up reagents for the stainer. Note: For any non Beckman Coulter reagent, select Setup Other and manually enter the bar code information. You can enter up to five supplies. Step Action 1 Select to display the Supplies screen 2 Select the Stainer tab. On the Supplies screen, select the Setup button from the local navigation bar. 3 S0-7 of 62

44 Scan or manually enter the barcodes into Bar Code fields 1 and 2, and select OK. 4 For any non Beckman Coulter reagent, select Setup Other and manually enter the bar code information. You can enter up to five supplies. 5 6 On the Supply field, choose the reagent to be replaced from the drop-down list. On the displayed message, select OK to verify that the reagent has been replaced. For non Beckman Coulter reagents, after selecting OK the system will display the Setup Supplies screen. Select OK (no need to enter any information in the barcode fields). 7 You would repeat steps 3 to 5 above for each remaining supply. Select Details from the local navigation bar to display information for each supply and select OK. Note: Slidestainer Supplies Details indicates the supplies required for the active staining protocol set for the instrument. 8 SO-8 of 62

45 Supplies History Logs Step 1 Select the screen. Action from the local navigation bar on the Supplies There are two history logs associated with Supplies. One is located under Event Logs and the other is located under Data Summary Logs. Supplies Event Log: This log records any changes or alerts associated with the supplies. Supplies Data Summary Log: This log records all the information on each new container set up on the System. 2 Find both of these logs and examine the entries in each one. S0-9 of 62

46 Loading Slides The software supply icon turns yellow when the slide level is low. The software supply icon will turn red when the slides are completely out. The system will go offline until more slides are loaded. Go back online to continue processing the slides. Risk of injury and biohazardous contamination. Handle slides with care to avoid skin puncture. Clean up any broken glass or blood spill as quickly as possible. Dispose of all contaminated disposable cleaning materials and broken slides in accordance with your local regulations and acceptable laboratory practices. Note: There are 2 sensors on the backside of the slide chute. One of the sensors, checks the slide inventory below ½ (approx. 75 slides). When this happens, the Supplies Icon will be in Yellow. The other sensor will stop the Slidemaker Stainer. This will occur when there are 12 slides left in the chute. The Supplies Icon will be in red. Step Action 1 Open the slide ejector door. Remove slides from the box handling them by the painted end. 2 SO-10 of 62

47 Load the slides into the slide chute with the painted side up. 3 Note: You can load up to 172 slides. Be aware that slides exposed to high humidity may stick together. Close the slide ejector door. 4 You reached the goal! Please continue to the Skill Check on the next page. S0-11 of 62

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49 SUPPLIES SKILL CHECK 1. Show facilitator the steps to setup Slidemaker reagent and Stainer reagent. 2. Show facilitator both history logs associated with Supplies. 3. The Supply icon will turn when the slide level is low. The Supple icon will turn when the slides are completely out. 4. Show facilitator the slides you placed in the slide chute. S0-13 of 62

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51 OBJECTIVES SETTING UP THE SLIDEMAKER Using the System HELP: Chapter 6 Setup Set up Default Slide Order/Set Number of Slides Set up Basket Settings Set Pre-Stain Drying Type Configure the Slide Label Set Up Basket Location Availability Set Up Stain Only Priority Set Up Agitation Set Up Heater Availability Set Up Smear Settings Why Is It Important? Setting up the slidemaker according to your laboratory will ensure maximum instrument performance. Resources DxH Slidemaker Stainer System System HELP S0-15 of 62

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53 INFORMATION/PRACTICE Set Default Slide Order Use Default Slide Order for samples that do not have a slide order from the LIS or samples without a slide request from the worklist. Runs with default slide order are done with batching enabled. Step Action 1 Select to display the System Status screen. 2 Select the Details Status from the local navigation bar. Select Default Slide Order and the number of slides from the drop-down list for Cassette: Preparation and Single-Tube Preparation. 3 For classroom practice, select Make Slides and Stain and Number to 1. Note When you select Cassette Preparation, the maximum number of slides obtained per sample is 12. When you select Single Tube Preparation, the maximum number of slides obtained per sample is 4. S0-17 of 62

54 Select Basket Settings Use basket settings to select the number and distribution of slides in each basket, the pre-stain slide drying time, and the time to advance baskets with different priorities through the Stainer module. Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the DxH Slidemaker Stainer Status screen. 2 Select Details Status from the local navigation bar. 3 Select SMS Configuration from the local navigation bar. 4 Select Basket Settings from the local navigation bar on the DxH Slidemaker Stainer Configuration screen to display the Basket Settings dialog box. For classroom practice, select Every other position and set the Number of Slides to Configure the Advance Timeout options by entering the minutes for each timeout (after which a basket will advance). 6 For classroom practice, set the STAT Timeout to 2 minutes, ASAP Timeout to 3 minutes, and Routine Timeout to 4 minutes. Note: Timeout is the amount of time set to move the basket after pre-drying (drying before staining). The timeout must be equal or greater than the amount of time for pre-drying. SO-18 of 62

55 7 Enter the Pre-Staining Drying Time in minutes and seconds by using the arrows. For classroom practice, set the Pre-Staining Drying Time to 1 minute. 8 Select OK to save the setting. Set Pre-Stain Drying Type Basket Settings allows you to select a Pre-Stain Drying Time. Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 On the SMS Status Screen, select SMS Configuration from the local navigation bar. Select Pre-Stain Drying from the local navigation bar to display the Pre-Stain Dryer Settings dialog box. 4 5 For classroom practice, select Heat and Fan Drying. NOTE: Selecting Fan Drying powers off the heaters and allows the smears to dry without heat. 6 Select OK to save the settings. S0-19 of 62

56 Configure the Slide Label This feature lets you assign sample information to print on the slide for identification. Note: The system must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 On the SMS Status Screen, select SMS Configuration from the local navigation bar. Select Slide Labeling from the local navigation bar to display the Label Configuration screen. 4 5 TIP Select Insert Field from the local navigation bar to add a field to the slide label from the displayed list or Select Remove Field to remove a field from the slide label. Note: The Specimen ID and Date/Time Made cannot be removed. To improve visibility of STAT slides in a basket, ***STAT*** will print on a slide if: the specimen has STAT priority or the Priority field is configured to print on the slide. SO-20 of 62

57 6 7 8 Select the individual field to move to the desired location by using drag and drop or by using the arrows to move the field on the grid. A red outline will be displayed around the fields when the fields overlap. Use the arrow on the Font Size drop-down list to change the font size to Small, or Large. From the Selected Field, select Specimen ID from the labeling configuration screen. Enable the Print with Barcode checkbox to include the Specimen ID bar code on the slide label. 9 You can select to print the bar code label identical to the sample or you can select a Data Matrix (2D) bar code label. For classroom practice, select the 2D bar code. Note: Slide bar code labels will default to 2D when the number of characters with certain symbologies exceed the printable area of the slides. 10 Move the Darkness scroll bar to adjust lighter or darker print Select the Option A or Option B radio button to determine the orientation of the label. Select Save Changes to save the label configuration updates or Select Discard Changes to ignore the label configuration updates or Select Restore Default to display the original instrument slide label configuration. Select OK to confirm that you are discarding changes or restoring the default Note: If you are saving changes, the system will not ask for your confirmation. S0-21 of 62

58 Set Up Basket Location Availability This feature lets you enable and disable positions to place a basket in the I/O drawer and the internal storage area during operation. Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 On the SMS Status screen, select SMS Configuration from the local navigation bar. Select Basket Location Availability from the local navigation bar on the DxH Slidemaker Stainer Configuration screen to display the Basket Location Availability screen. 4 5 Click to enable or disable the positions for basket placement in the I/O drawer and the internal storage area (displayed to the right of the I/O drawer on the Basket Availability screen). For classroom practice, select one of the positions of the I/O drawer and disable it by clicking on it. The internal storage area holds seven additional storage positions that may be used when the I/O drawer is full or no remaining positions are available. 6 Select OK to save the settings. SO-22 of 62

59 Set Up Stain Only Priority The stain-only feature is used to prioritize the staining cycle when the information is not downloaded from the LIS. Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 4 On the SMS Status screen, select SMS Configuration from the local navigation bar. On the SMS Configuration screen, select Stain-Only Priority from the local navigation bar. Select the appropriate radio button for your stain-only processing priority. 5 STAT immediately ASAP as soon as possible Routine - as configured by your lab. For classroom practice, select Routine as the Stain-only Processing Priority. 6 Select OK to save your changes. S0-23 of 62

60 Set Up Agitation Follow these steps to facilitate the staining process: Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 4 On the SMS Status screen, select SMS Configuration from the local navigation bar. On the SMS Configuration screen, select Agitation Settings from the local navigation bar. On the Agitation Settings dialog box, verify that a checkmark appears next to Stainer Agitation Enabled to enable agitation. 5 6 Select OK to save your changes. SO-24 of 62

61 Set Up Heater Availability Follow these steps to warm up the smears for faster drying: Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 4 On the SMS Status screen, select SMS Configuration from the local navigation bar. On the SMS Configuration screen, select Heater Availability from the local navigation bar. On the Heater Availability dialog box, verify that a checkmark appears next to your selections for enabling heaters. Both heaters enable drying by heat. Pre-Stain Heater provides heat for drying smears that just received printing information and are waiting in the basket elevator. Post Stain Heater provides heat for drying smears in baskets located in the stainer dryers. 5 Note: Slides made while heaters are not selected will generate slide exceptions. See the Slide Exceptions in CHAPTER 7. Use this configuration only when instructed by your Beckman Coulter Representative. 6 Select OK to save your changes. S0-25 of 62

62 Set Up Smear Settings Follow these steps to manipulate the smear as needed for testing and user preferences. Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 4 On the SMS Status screen, select SMS Configuration from the local navigation bar. On the SMS Configuration screen, select Smear Settings from the local navigation bar. On the Smear Settings dialog box, use the arrows to make your selections for the smear's length, thickness, edge, wicking position as it relates to the amount of blood drop used, and blood drop position near or away from the sample information area. 5 For classroom practice, set the Smear Settings Length to Longer and Edge to the Square. 6 Select OK to save your changes. You reached the goal! SO-26 of 62

63 SETTING UP THE SLIDEMAKER SKILL CHECK 1. Show the facilitator your SMS Status screen for Default Slide Order and Number of slides. 2. What is the maximum number of slides for: Cassette Presentation Single Tube Presentation 3. Show the facilitator the Basket Settings 4. Show the facilitator the Basket Location Availability settings. S0-27 of 62

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65 OBJECTIVES SETTING UP THE STAINER Given an operating DxH Slidemaker Stainer System and using the System HELP Copy a Staining Protocol Delete a Staining Protocol Add/Edit a Staining Protocol Configure Baths (mapping) to the Bath Location Set Active Staining Protocol Set Up a Quick Rinse (read only) Why Is It Important? Setting up appropriate stain protocols for your laboratory ensures that slides are properly stained for review of normal and abnormal cell population results. Changing staining protocols can accommodate various types of stains needed in a laboratory. Resources DxH Slidemaker Stainer System System HELP S0-29 of 62

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67 INFORMATION/PRACTICE Setting up the stainer includes the following: Adding or copying a stain protocol Installing reagents according to a selected protocol Setting an active protocol Any protocol can be edited except for the default protocols in bold in the Staining Protocols table. When you change a protocol and reagents for a new active protocol, perform steps in the Flushing Reagent Lines and Stainer with Methanol procedure in Chapter 9, Cleaning Procedures to remove current reagents and clear the lines. Copy a Staining Protocol Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 4 On the SMS Status screen, select SMS Configuration from the local navigation bar. Select Staining Protocols from the local navigation bar on the DxH Slidemaker Stainer screen. 5 Select a protocol to copy from the displayed list. 6 Select Copy Protocol from the local navigation bar. The Staining Protocol window for the protocol you selected is displayed. 7 Rename the copy. 8 Select OK to save your settings. Note When OK is selected to save your settings, the system w ill give you the following message: The selected protocol will be set as the active protocol. Select OK to continue. S0-31 of 62

68 If you select a different protocol with a different consumable configuration that is not consistent with the consumable configuration of the instrument, the system will prompt you with: Do you still want to set it as the active protocol? Click YES Delete a Staining Protocol The instrument must be offline and no staining should be in progress in order to perform this procedure. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar On the SMS Status screen, select SMS Configuration from the local navigation bar. Select the Staining Protocols from the local navigation bar on the DxH Slidemaker Stainer screen. Select the Protocol you want to delete from the Staining Protocols list. 6 Select Delete Protocol from the local navigation bar. Note This option is allowed only in user-defined protocols. Default protocols (In bold text) cannot be altered. 7 Select OK to delete the protocol. SO-32 of 62

69 Add/Edit a Staining Protocol Important Create or edit a stain protocol before placing reagents on a new system or adjusting a reagent setup on an existing system. Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. This option is allowed in user-defined protocols. Default protocols (In bold text) cannot be altered. Step Action 1 Select to display the System Status Screen. 2 Select Details Status from the local navigation bar. 3 On the SMS Status screen, select SMS Configuration from the local navigation bar. 4 Select Staining Protocols from the local navigation bar. 5 Select the Protocol. 6 Select the Edit Protocol button. Configure Baths (Mapping) to the Bath Location IMPORTANT: Create or edit a stain protocol before placing reagents on a new system or adjusting a reagent setup on an existing system. Step Action 1 Select the Wright Stain Protocol that you created. 2 Select Configure Baths on the Staining Protocol screen. 3 Select the Blue underlined names for the supplies and select the supply type for that location. Repeat for all supplies. S0-33 of 62

70 4 Note Note Connect all the baths to their supply types: Select the bath. The supply types available for connection are shown in bold type. Select the supply type(s) you need. (The operator may select None, select a supply type from the list, and select Select to save the supply type). The lines connecting the bath and supply will be displayed in the same color as the supply type bottle. Configuration is required for all baths that are associated with a supply type. For baths 2, 3, and 4 you may configure up to two supplies into one bath. Baths 1 and 5 can only accommodate one type of supply. The system will display *Configuration Required to the left of the Supply Type graphic above the Configure Bath button. An asterisk will also be displayed next to the bath name. 5 Select Configure Bath. Configure the bath content in Bath Content and the frequency required in Auto Drain and Refill. 6 When more than one supply type is configured for a bath, you can define the ratio of one supply to the other in the % fields. The bath content for combined supplies must equal 100%. Set the time that the basket will stay in the bath in the Duration field. From the When drop-down list, you can set Auto Drain and Refill to occur: SO-34 of 62

71 At a specified time - lets you select times when the baths will drain and refill at the same time After an elapsed time tells the system to perform this function upon completion of a time duration For every specified slide carrier counts the number of baskets carrying slides into the stainer bath Note: After an elapsed time and For every specified slide carrier may cause the drain and refill function to occur independently from each stainer bath. 7 Select OK to confirm your selection Select the Preview Protocol checkbox to display the selected mapping for the staining protocol. Deselect the checkbox to return to the Staining Protocol screen. Select OK to go back to the Staining Protocol screen, Protocol Options. Select the post-stain drying duration (amount of time the slide is allowed to dry after staining). Select OK to return to the Staining Protocol table. S0-35 of 62

72 Set Active Stain Protocol This selection will activate the staining protocol to run the stainer. Note: The instrument must be offline and no staining should be in progress in order to perform this procedure. Risk of instrument errors. Remove empty baths from the tray to prevent instrument errors and facilitate cleaning in the event of an overflow into the tray. See Clean Stainer Baths in Chapter 9, Cleaning Procedures for information on cleaning. Step Action 1 Select to display the System Status screen. 2 Select Details Status from the local navigation bar. 3 On the SMS Status screen, select SMS Configuration from the local navigation bar. 4 Select Staining Protocols from the local navigation bar. 5 Select the protocol to be used from the list displayed on the screen 6 Select Set Active Protocol from the local navigation bar. 7 Select OK to set the selected protocol. Note When an Active Stain Protocol is set-up and the system has another configuration of reagents installed, the system will display the following message: The selected protocol is not consistent with the consumable configuration of the instrument. Do you still want to set it as the active protocol? If YES is selected, the operator must verify that the stain supplies are appropriate for the selected protocol on the Slidestainer Supplies tab on the Supplies screen. See Setting Up Stainer Reagents in HELP. SO-36 of 62

73 Set Up a Quick Rinse (read only) Follow the procedure, when needed, to reduce stain precipitate on the slide for the Wright Giemsa QR(quick rinse) default stain protocol. Risk of personal injury or contamination. Failure to properly shield yourself while using or servicing the instrument may result in injury or contamination. To prevent possible injury or biological contamination, you must wear proper laboratory attire including gloves, and a laboratory coat, and eye protection. You will need the following materials: Methanol Deionized Water Empty reagent bottle with a 2L capacity, provided in the accessory kit Funnel Beaker with a minimum volume capacity of 2L Step Action PREPARATION Note 4 Note 5 6 Obtain an empty 2L reagent bottle and label it QR for Quick Rinse or Supply 3. Mix 500 ml of methanol and 1500 ml of deionized water in a beaker. Use the funnel to transfer the 2L mixture from the previous step into the QR quick rinse bottle. If you have a floor stand, load the quick rinse bottle on the floor stand behind Supply 3. Carefully insert the Supply 3 pickup tube assembly into the new quick rinse bottle and tighten the cap. The pickup tube assembly has several tubes that may bend when you insert them into the new container. Use a slight twisting motion if you experience difficulty. Access the Fill Bath option by selecting Menu>Diagnostics>DxTools>Slidestainer Tab>Fluidics. Select Fill Bath 4 from the drop-down list and select Start from the local navigation bar. S0-37 of 62

74 Note 7 Note Drain and Fill Bath 4 one additional time to prime the system. Select Stop to exit the diagnostic mode and place the instrument back online to resume operation. See Set Up/Edit Other Reagents for information on how to enter the reagent information manually. Step Action PROCESSING 1 Ensure that the active protocol requires a quick rinse supply. 2 Prepare the quick rinse according to the instructions in this section. 3 Load the quick rinse reagent bottle on the instrument. 4 5 Place the instrument online. The instrument automatically primes and fills all the baths. Load the sample(s) to run the active stain protocol with the quick rinse. Step Action REVIEW RESULTS 1 Review the slides for smear quality if this is your initial setup. 2 Refill the quick rinse bottle, as needed. You reached the goal! Please continue to the Skill Check on the next page. SO-38 of 62

75 SETTING UP THE STAINER SKILL CHECK 1. Show the facilitator where the Stain Protocols are displayed and point out which Stain Protocol is active. 2. Show the facilitator how you would Copy a Staining Protocol. 3. Show the facilitator how you would Delete a Staining Protocol. 4. What would you do to reduce Stain Precipitate on your slides when using the Wright Giemsa Stain Protocol? S0-39 of 62

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77 DISABLING/ENABLING THE STAINER & MAKER OBJECTIVES Given an operating DxH Slidemaker Stainer System and System HELP Disable the Slidestainer Enable the Slidestainer Disable the Slidemaker Enable the Slidemaker Why Is It Important? Knowing how to follow the appropriate procedure to enable/disable the slidestainer and/or slidemaker is important when troubleshooting the system. Resources DxH Slidemaker Stainer System HELP S0-41 of 62

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79 INFORMATION/PRACTICE Disable the Stainer Step Action 1 Select to display the System Status screen. 2 Select Details Status. 3 Select Module>Disable Stainer from the local navigation bar. 4 5 On the Disable Module dialog box, select the checkbox and select OK to disable the stainer. Select YES when the system displays: You have requested to temporarily disable a module. Do you want to continue with the request? Enable the Stainer Step Action 1 Select to display the System Status screen. 2 Select Details Status. 3 Select Module>Disable Stainer from the local navigation bar. 4 5 On the Disable Module dialog box, deselect the check box and select OK to enable the stainer. Select YES when the system displays: You have selected to enable a module. The System will automatically perform a Prime. Performance verification must be performed before patient samples can me analyzed. Do you want to Continue? S0-43 of 62

80 Disable the Maker Step Action 1 Select to display the System Status screen. 2 Select Details Status. 3 Select Module>Disable Maker from the local navigation bar. 4 5 On the Disable Module dialog box, select the check box and select OK to disable the maker. Select YES when the system displays: You have requested to temporarily disable a module. Do you want to continue with the request? Enable the Maker Step Action 1 Select to display the System Status screen. 2 Select Details Status. 3 Select Module>Disable Maker from the local navigation bar. 4 5 On the Disable Module dialog box, deselect the check box and select OK to enable the maker. Select YES when the system displays: You have selected to enable a module. The System will automatically perform a Prime. Performance verification must be performed before patient samples can me analyzed. Do you want to Continue? You reached the goal! Please continue to the Skill Check on the next page. SO-44 of 62

81 DISABLE/ENABLE SLIDESTAINER & SLIDEMAKER SKILL CHECK 1. Show facilitator how to disable and enable the Slidestainer. 2. Show facilitator how to disable and enable the Slidemaker. S0-45 of 62

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83 OBJECTIVES SAMPLE PROCESSING Given an operating DxH Slidemaker Stainer, access to System HELP and blood specimens collected in EDTA anticoagulant: State the aspiration volume for sampling, carryover, throughput, and known limitations Identify the five types of cassettes (A, A+, B, C, D) and the tubes to use in each Process bar coded samples using cassette presentation Process bar coded samples using single-tube presentation Process a STAT Process a specimen in a microtainer using single-tube presentation (optional) Adding a Test Order Basket Management & Details Advance Baskets Stain Next & Cancel Staining Why Is It Important? Running samples is a daily task that occupies much of your time in the lab. Learning how to process samples efficiently on the DxH Slidemaker Stainer saves you time. Resources DxH Slidemaker Stainer System HELP Blood specimens collected in EDTA Bar code labels Cassettes Microtainers S0-47 of 62

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85 INFORMATION/PRACTICE The DxH Slidemaker Stainer makes blood smears based on the criteria and rules set up for the sample results on the System Manager, on downloaded test orders from the host, or on the addition of a Test Order at the System Manager. The sample aspiration probe aspirates 90 μl for up to four smears. A maximum of four smears can be obtained from a single-tube aspiration (single-tube or cassette presentation). A maximum of 12 smears can be obtained from three aspirations in the cassette presentation. Tube dead volume varies depending on the tube s physical characteristics (length and diameter), the tube bottom adjustments, and the sampling presentation. Throughput Under a steady state, the DxH Slidemaker Stainer achieved a throughput of 140 slides (unstained dried blood films) per hour using normal whole blood under the following conditions: Consumables and waste containers were at acceptable levels Each specimen was presented as a single aspiration and a single slide Cassettes were fully loaded Refer to Chapter 1, System Overview, Chapter 2, Operation Principles, and Chapter 4, Sample Processing in HELP for further information on Sample Processing S0-49 of 62

86 Running Samples in Cassette Presentation (LIS Bidirectional Download to Pending) Step 1 Action Obtain barcode labels from your facilitator. This section assumes bidirectional LIS download and positive identifier set to Specimen ID. Affix the barcode labels supplied to the specimens provided. 2 3 Ensure the label is flattened smooth against the tube. Press the label down securely, including all the edges and the corners. Ensure that no part of the label is loose. Ensure your specimens have been collected and stored properly as per CLSI guidelines. Slide each sample firmly into the cassette ensuring that the bar codes are facing up within the cassette window. 4 5 Place the cassettes into the input buffer. 6 Place the instrument online. The instrument will automatically begin cycling the cassettes. SO-50 of 62

87 Running Samples in Single-Tube Presentation Obtain another bar-coded specimen. You will use the handheld bar-code scanner to scan the bar-code label on the sample, you may manually enter the Sample ID, or you can place the sample in the grooved area in front of the barcode reader. Step 1 Action Double-click the instrument icon to display the default order for single-tube aspiration or select the DETAIL STATUS from the local navigation bar on the system status screen. Select Single-Tube Presentation. 2 3 The system displays Preparing for Single Tube presentation, please wait and then the Single-Tube Station dialog box is displayed. At the Single-Tube Station: Place the specimen in the grooved area in front of the barcode reader or Enter the Sample ID manually (You may use alpha or numeric characters) or Use the bar-code scanner to scan the label. Your handheld barcode scanner is a camera that takes a picture of the bar-code. Note: Move the label closer if the bar-code scanner does not read the information. Once the bar-code is read, you will hear a beep. 4 Press Enter Follow the instructions in the highlighted area of the dialog box. If the system recognizes the barcode as a previous run barcode, it will prompt the operator to either choose: Re-run or Reflex. Rerun does not work. Either type in a new ID or Reflex. Place the tube in the correct cradle position. The left (lavender) position adapts to both open and closed vial tubes from 12 to 13 mm in diameter. The right (green) position holds microtainer tubes. The cradle retracts and the instrument processes the specimen. When the instrument is ready to process the next specimen, the system sends the cradle back out again. Select the Exit button on the Single-Tube Station dialog box to exit from the Single-Tube Station when processing is complete. S0-51 of 62

88 Adding a Test Order (Menu>Worklist) Step Action 1 2 Select or Select Menu>Worklist. Select the Slides tab, Slides Pending for the Filter Name, and Add Order button from the local navigation bar or Select the Slides tab and select the Add Order button from the local navigation bar. On the Add Order screen, enter the specimen ID manually or by using the bar-code scanner. 3 4 Select the desired radio buttons for Make, or Make and Stain. 5 6 Select the number of slides to be made, and/or made and stain using +/- buttons or editing the default value of 1. If desired, select the Patient button and Add Patient from the local navigation bar to add patient demographics. 7 Enter patient information and select OK. 8 Select the Submit button from the local navigation bar. SO-52 of 62

89 View Basket Details Step Action 1 Select to display the System Status screen. 2 Select the Details Status from the local navigation bar. Select Basket Management from the local navigation bar to view the Basket Management screen. On this screen, you can manage baskets or get basket information anywhere in the Stainer module and the Basket Transport Module. 3 4 Click on a basket that has slides which have been made by the Slidemaker. Select Basket Details from the local navigation bar to display the Basket Details dialog box containing specific patient information for the slides in the selected location. 5 6 Select OK when you are done. S0-53 of 62

90 Advance Baskets Follow these steps to advance a selected basket to the I/O drawer. Step Action 1 Select to display the System Status screen. 2 Select the Details Status from the local navigation bar on the DxH Slidemaker Stainer Status screen or double click on the instrument icon. Select Basket Management from the local navigation bar to view the Basket Management screen Select the basket to advance. Note: The operator may Advance a basket from the elevator position or from the Stain Dryer positions. Select Advance Basket from the local navigation bar to display the Basket Details dialog box. Note: The baskets/slides may be wet if you select Advance Basket before the pre-stain drying cycle is complete. The baskets will be transferred to the I/O drawer. On the DxH Solutions dialog box, select OK to forward the basket to the I/O drawer. SO-54 of 62

91 7 Select OK to save your changes. Select Basket to Stain Next Follow these steps to schedule the next basket with slides for staining. Step Action 1 Select to display the System Status screen. 2 Select the Details Status from the local navigation bar. Select Basket Management from the local navigation bar to view the Basket Management screen. 3 4 Select the basket to stain next. 5 Select Stain Next from the local navigation bar to display the Stain Next dialog box. S0-55 of 62

92 6 Select OK to save you changes. Cancel Staining This command cancels all staining in progress and all slides waiting to be stained. Slides that are in the stainer will advance to the dryer and then to the I/O drawer. Slides in the basket elevator will advance to the I/O drawer. Step Action 1 Select to display the System Status screen. 2 Select the Details Status from the local navigation bar. Select Basket Management from the local navigation bar to view the Basket Management screen. 3 4 Select Cancel Staining from the local navigation bar to display the Cancel Staining dialog box. SO-56 of 62

93 5 Select OK to save your changes. Note If cancel staining is selected, the stainer Status will become inactive. Select System Status>Details Status>Start to make the Stainer Active. Loading or Removing Baskets at the Input/Output (I/O) Drawer Risk of personal injury and contamination. The processing areas may contain prepared smears and/or broken glass with biohazardous material. Handle with care and avoid skin contact. Risk of personal injury and contamination. The instrument could continue to move or could have delayed movement. Wait a few seconds to ensure that all movement has ended before pulling the I/O drawer. Step Action Press the I/O drawer button button to access the input/output (I/O) drawer. 1 S0-57 of 62

94 Once the drawer has stopped moving (it may take a few seconds), pull the handle towards you until it stops. 2 Remove and/or load the baskets. Ensure that the baskets are thoroughly dry prior to loading. Note: Ensure that two slots are empty or available in the I/O drawer at all times. 3 The indicator lights are: Blinking green when the basket is ready for you to remove it Steady green when the basket is ready to be used by the system Blinking red when the basket is in an error state Blinking blue when a basket is loaded with slides for staining only Push the handle toward the instrument until it stops. The drawer will automatically return to its position inside the instrument. 4 SO-58 of 62

95 Staining Manually Prepared Slides (Stain-Only Priority) Risk of personal injury and contamination. The processing areas could contain prepared smears and/or broken glass with biohazardous material. Handle with care and avoid skin contact. Follow these steps to manually stain a sample. Step Action Fill an empty basket with slides for a Stain Only cycle as follows: Load the slides with the painted end on top to prevent the staining of sample information. Load all smears in the same direction facing the back of the next smear. 1 Open the I/O drawer and place the basket back in the I/O drawer in any open/empty position from 1 to 6. 2 S0-59 of 62

96 Press the number where the basket is placed. 3 Push the drawer in for staining to begin. 4 Making Slides (No Staining) Risk of injury and biohazardous contamination. Clean up any broken glass or blood spill as quickly as possible. Handle with care. Avoid skin puncture. Dispose of all contaminated disposable cleaning materials and broken slides in accordance with your local regulations and acceptable laboratory practices. Risk of contamination. The prepared smears contain biohazardous materials. Handle with care and avoid skin contact. Follow these steps to make slides that do not require staining: Step Action SO-60 of 62 1 From the Status Screen, select Make Slide on the Default Test Order for the applicable cassette or single-tube presentation or Add or edit a test from the Worklist Pending tab or Load samples for the processing of downloaded Test Orders from the LIS. Please continue to the Skill Check.

97 SAMPLE PROCESSING SKILL CHECK 1. What is the sample aspiration volume for the DxH Slidemaker to make up to four smears? Aspiration Volume to make twelve smears? 2. Show stained slides of the samples run to your facilitator. 3. Navigate the Worklist screen tabs with your facilitator. S0-61 of 62

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99 COURSE MAP TROUBLESHOOTING BEGIN HERE Removing System Covers Components and Sample Flow Cleaning Procedures Replacement Procedures Using Diagnostics Optimize Stain Protocols TB-1 of 48

100 PERSONAL PROGRESS SUMMARY Troubleshooting Modules Date Initial Facilitator Removing System Covers Components and Sample Flow Cleaning Procedures Replacement Procedures Using Diagnostics Optimize Stain Protocols TB-2 of 48

101 OBJECTIVES REMOVING SYSTEM COVERS Using an operating DxH Slidemaker Stainer System and System HELP: Locate and Lift/Lower the Front Cover Locate and Remove/Install the Transport Shield Locate and Remove/Install the Slide Printer Cover Locate and Remove/Install the Upper Right-Side Cover Locate and Remove/Install the Stainer Shield Why Is It Important? Knowing how to remove and install the system covers is important when you are troubleshooting. It will help you get to the source of the problem when something is not working. Using the System Help as a primary resource can help you solve problems. Resources DxH Slidemaker Stainer System System HELP Screwdriver TB-3 of 48

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103 SETUP Be sure to wear full-face protection (either a full-face shield OR protective eyewear with a face mask) along with a lab coat and gloves when running a sample with covers open. Have the facilitator help you to remove the covers. Note: this exercise is for training purposes only. You would not normally open the covers of the Slidemaker Stainer, and never when running samples. INFORMATION/PRACTICE Step Action Removing and Installing the Transport Shield Note Risk of personal injury. To avoid personal injury, do not bypass any of the safety interlocks and do not open covers while the instrument is operational. For some cleaning procedures, you need to remove the transport shield. Grasp the transport shield on both sides and pull it away from the instrument. 1 2 Silence any alarms. 3 To reinstall transport shield, locate the pins on the shield and their corresponding rails on the front of the instrument. TB-5 of 48

104 Insert the pins into the rails and push the transport shield into place. 4 Step Action Lifting and Lowering the Front Cover Grasp the transport shield on both sides and pull it away from the instrument Grasp the sides of the front cover and lift upward. 1 Grasp the sides of the front cover and push downward. Reinstall the transport shield. 2 TB-6 of 48

105 Step Action Removing and Installing the Slide Printer Cover Note 1 Risk of damage to dispense probe. Ensure that the SAM is moved all the way to the left before pulling the Slidemaker. Go to Menu>Diagnostics>Dx Tools. Click on the Release SAM button from the Local Navigation bar. 2 Remove the Transport Shield. 3 Lift the Front Cover. 4 Manually move the SAM to the left. Pull the Slidemaker release handle. 5 Note: Releasing the SAM and pulling SM out is not required to access the printer cover unless there is no access like in a connectivity or if instrument up against a corner with no access. Pull the Slidemaker out to the maintenance position. 6 TB-7 of 48

106 Pull the release pin down to unlock the Slidemaker. 7 Note Risk of hand injury. Use caution when pushing the Slidemaker back into position. 8 Push the Slidemaker back until it locks into operating position. Unfasten the captive screw at the rear of the slide printer cover. 9 Pull the cover toward the front of the instrument to disengage the cover hangers. 10 TB-8 of 48

107 To reinstall the Slide Printer Cover, position the cover to align the cover hanger bracket with the three cover hangers. 11 Slide the cover toward the rear of the instrument to engage the cover hanger bracket with the cover hangers. 12 Fasten the captive screw at the rear of the cover Lower the Front Cover and install the Transport Shield. TB-9 of 48

108 Step Action Removing and Installing the Upper Right Side Cover 1 Remove the Transport Shield. 2 Lift the Front Cover. 3 Remove the Slide Printer Cover. 4 Grasp the front and back of the cover. 5 Slide the cover forward and then up and off the instrument. To reinstall the Upper Right-Side Cover, grasp the front and back of the cover. 6 7 Lower the cover to engage the top slides in their mounting brackets. IMPORTANT: To engage the round slide on the top and bottom of the cover in its cutout in the frame, hold the cover almost vertical during installation. It is critical to align all four sides at the same time. TB-10 of 48

109 Align the two lower slides with their cutout in the frame. 8 Slide cover toward rear of instrument to engage all four slides Lower the Front Cover and install Transport Shield. Step Action Removing and Installing the Stainer Shield 1 Go to Menu>Diagnostics>Dx Tools. Click on the Release SAM button at the bottom of the screen. Manually move the SAM to the left. 2 Remove the Transport Shield. 3 Lift the Front Cover. 4 Pull the stainer shield forward to disengage it from the alignment pins and magnets. TB-11 of 48

110 Slide the shield down and out. 5 6 To reinstall the Stainer Shield, support the e-chain out of the way. Slide the shield up and into place behind the e-chain. 7 TB-12 of 48

111 Attach the shield in line with the alignment pins and magnets. 8 9 Lower the Front Cover. 10 Install the Transport Shield. You reached the goal! Please continue to the Skill Check on the next page. TB-13 of 48

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113 REMOVING SYSTEM COVERS SKILL CHECK Show facilitator that all the covers have been put back and no alarms or errors are being triggered. TB-15 of 48

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115 COMPONENTS AND SAMPLE FLOW OBJECTIVES Using an operating DxH Slidemaker Stainer and System HELP: Locate and name major modules of the DxH Slidemaker Stainer Locate and name the components of the Specimen Transport Module Locate and name the components of the Sample Aspiration Module Locate and name the components of the Slidemaker Module Locate and name the components of the Stainer Module Locate the Bar Code Readers List the steps the Slidemaker Stainer performs to process a stained slide Why Is It Important? Knowing module and component names and their locations as well as their functions is important when you are troubleshooting. Recognizing and knowing what components should be doing in a cycle helps you troubleshoot when something is not working. Using the System Help as a primary resource can help you solve problems. Resources DxH Slidemaker Stainer System System HELP TB-17 of 48

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117 SETUP Be sure to wear full-face protection (either a full-face shield OR protective eyewear with a face mask) along with a lab coat and gloves when running a sample with covers open. Have the facilitator help you to remove the transport shield and raise the front cover. Note: This exercise is for training purposes only. You would not normally open the covers of the Slidemaker Stainer, and never when running samples. INFORMATION/PRACTICE Step Action 1 Open System Help. 2 Expand Chapter 1, read the information in this Chapter to familiarize yourself with the System Overview. 4 Expand Chapter 2 Operation Principles. 5 Note Read the information in this section to learn the sample flow from Request through Basket Transfer. You will label system components at the end of this module as part of the Skill Check. TB-19 of 48

118 DxH Slidemaker Stainer System DxH Slidemaker Stainer System Manager (SM) Handheld Bar Code Scanner Specimen Transport Module (STM) Input Buffer Pushers Input Buffer STAT Cassette Position Single-Tube Station Bar Code Reading Station Mix Stations Output Buffer Pusher Output Buffer Sample Aspiration Module (SAM) Aspiration Syringe (Cassette and Single-tube stations) Hemasphere - examines the blood left behind in the tubing to determine characteristics for speed and acceleration used in the smear preparation. Blood Detector - distinguishes between blood, air, and diluent. Aspiration Probe samples from both closed and open specimen tubes. Dispense Probe - carries sample used for the smearing process. Slidemaker Module Ejector with Slide Chute Smear Truck Smear Shuttle Print Shuttle Slide Printer Basket Elevators Heat Dryer Fan Dryer TB-20 of 48

119 Stainer Module and Basket Transport Input/Output (I/O) Drawer Stain Drawer Baths (within Stain Drawer) Drying Stations Robot Arm Bar Code Scanners The Slidemaker Stainer has 3 bar code readers. It has a bar-code reader on the single-tube station, the SAM (Specimen Aspiration Module) bar code reader, and the STM (Specimen Transport Module) bar code reader. These barcodes have the following functions: Provide for positive identification of all specimen tube IDs in the form of an image. Scan the cassette and specimen ID twice prior to aspiration. Support symbologies as small as 5 millimeters and include Code 128, Codabar, NW7, Code 39 and Interleaved 2 of 5. Scan a maximum number of 22 characters plus checksum or whatever can be printed in the viewable height, whichever is less. Sample Flow (Chapter 2>Operation Principles) Cassette Presentation Samples in cassettes are loaded in the input buffer. Each specimen is identified by a bar code scanner. Cassettes are transferred to one of the two mixing stations. The aspirated sample is transported through the hemasphere, the blood detector, and finally into the dispense probe. Twenty-five ul of the sample is discarded. The probe moves to the drop placement position. Approximately 4 ul drop of blood is placed on the slide located on the smear shuttle. A second slide is picked up by the smear truck and used to spread the blood drop on the first slide using the wedge technique. The prepared slide is transferred from the smear shuttle into the print shuttle, and then into the basket elevator for drying. Single-Tube Presentation The specimen is manually mixed, identified, and placed in the single-tube station. The specimen is aspirated and follows the same path through the hemasphere, and so forth as described above in the Cassette Presentation. TB-21 of 48

120 Review Chapter 2 >Operation Principles: Slide Request: Cassette Presentation Single-Tube Presentation Sample Aspiration Volume Initial Slide Transport Smear Preparation Slide Labeling Smear Drying Basket Transfer Stain Cycle Method History: Slidemaking Staining You reached the goal! Please continue to the Skill Check on the next page. TB-22 of 48

121 . COMPONENTS AND SAMPLE FLOW SKILL CHECK Use Job Aid to complete the Skill Check. Get numbered tabs from the facilitator and place on the components listed below. Score: / Bar Code Reading Stations 10. Smear Truck 2. Input Buffer 11. Smear Shuttle 3. Mix Stations 12. Print Shuttle 4. Aspiration Probe 13. Slide Printer 5. Single Tube Presentation 14. Basket Elevators 6. Hemasphere 15. Stain Drawer 7. Blood Detector 16. Baths 8. Dispense Probe 17. Fill Probe 9. Slide Chute 18. I/O Drawer SAMPLE FLOW 1. State the sample aspiration volume. 2. State the maximum number of smears from each aspiration for: Single-tube presentation Cassette presentation 3. How does the dispense probe prepare for a clean drop of blood? TB-23 of 48

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123 OBJECTIVES CLEANING PROCEDURES Use the System HELP Clean the Aspiration Probe Clean the Dispense Probe Clean the STM Clean the STM Optical Sensors Clean the STM Bar Code Scanner Clean the Vacuum Trap Clean the Slide Chute Empty the Broken Slide Bin Clean the Baskets Flushing Reagent Lines and Stainer with Methanol Cleaning the Stainer Baths and Tray Clean the Stainer Fill Probes, Drain Probes, and Level Sense Probes Extensive Cleaning of Fill Probes and Drain Probes (read only) Why Is It Important? Knowing how to clean certain components on an as-needed basis will keep your system running smoothly. Resources DxH Slidemaker Stainer System System HELP Lint-free tissue/cloth and lint-free swabs Screwdrivers and Pliers TB-25 of 48

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125 INFORMATION/PRACTICE Reminder: Please wear lab coats, gloves and full-face protection for these procedures. Step Action 1 Open System Help. 2 Expand Chapter 9 Cleaning Procedures. Read the information in this Chapter to familiarize yourself with the Cleaning Procedures. 3 Follow the procedures for: Cleaning the Aspiration Probe Cleaning the Dispense Probe Cleaning the STM Cleaning the STM Optical Sensors Clean the STM Bar Code Scanner Cleaning the Vacuum Trap Cleaning the Slide Chute Emptying the Broken Slides Bin Cleaning the Baskets Flushing Reagent Lines and Stainer with Methanol Clean Stain Baths and Tray Clean Stainer Fill Probes, Drain Probes, and Level Sense Probes Extensive Cleaning of Fill Probes and Drain Probes (read only) TB-27 of 48

126 You reached the goal! Please continue to the Skill Check on the next page. TB-28 of 48

127 CLEANING PROCEDURES SKILL CHECK Have facilitator verify all cleaning procedures done properly: Cleaning the Aspiration Probe Cleaning the Dispense Probe Cleaning the STM Cleaning the STM Optical Sensors Cleaning the STM Bar Code Scanner Cleaning the Vacuum Trap Cleaning the Slide Chute Emptying the Broken Slides Bin Cleaning the Baskets Flushing the Reagent Lines and Stainer with Methanol Clean Stain Baths and Tray Clean Stainer Fill Probes, and Level Sense Probes TB-29 of 48

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129 OBJECTIVES REPLACEMENT PROCEDURES Using the System HELP: Replace a Bath Replacing the Fill and Drain Probes Replace the Ribbon Replace the Aspiration Probe (read only) Replace the Dispense Probe (read only) Replacing or Refilling the Reagent Containers (read only) Replacing the Biohazard Waste Container (read only) Replacing the Stain Waste Container (read only) Replacing the Stainer Reagent Line Filters (read only) Why Is It Important? Knowing how to replace some basic components will minimize instrument down time and require fewer service calls. Resources DxH Slidemaker Stainer System System HELP Pliers Screwdrivers TB-31 of 48

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131 INFORMATION/PRACTICE Reminder: Please wear lab coats, gloves and full-face protection for these procedures. Step Action 1 Open System HELP. 2 Note Note 3 Expand Chapter 10 Replacement/Adjustment Procedures. Read the information in this Chapter to familiarize yourself with the Replacement Procedures. It is important to follow all instructions in Help. When in Diagnostics, do not remove the shield and raise cover until directed to do so. You must select START to begin a procedure and FINISH to end. Follow the replacement procedures for: Bath Fill and Drain Probes Printer Ribbon Remove and replace the same part. 4 Read only: Replace the Aspiration Probe, Replace the Dispense Probe, Replacing or Refilling the Reagent Containers, Replacing the Biohazard Waste Container and Stain Waste Container, Replacing the Stainer Reagent Line Filters. Do not remove the shield or raise cover on the instrument until told to do so in Diagnostic Tools. You reached the goal! Please continue to the Skill Check on the next page. TB-33 of 48

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133 REPLACEMENT PROCEDURES SKILL CHECK Have facilitator verify all replacements: Bath Fill and Drain Probes Printer Ribbon TB-35 of 48

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135 OBJECTIVES USING DIAGNOSTICS Use the Dx Tools and System HELP to perform the following troubleshooting procedures: Access the System Monitor Verifying the Blood Detector Retrieving a Lost Basket (read only) Event Messages (read only) Why Is It Important? Using the Diagnostics available in the System will help you in any troubleshooting efforts, especially when working with BCI Representatives. Resources DxH Slidemaker Stainer System System HELP TB-37 of 48

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137 INFORMATION/PRACTICE When you troubleshoot problems that may occur, the Diagnostic features available to you through the software will help you to solve the problem and resume operation. In your lab, you may do these procedures at the direction of a BCI representative. IMPORTANT: The DxH Slidemaker Stainer must be offline to run diagnostic procedures. If the system is online, the following message is displayed: Putting the instrument offline will stop processing specimens and any cassette in progress will be routed to the output buffer. Do you still want to continue with the request? Select OK to continue or select Cancel to cancel the procedure and remain online. When you are finished running diagnostics and want to return to online processes, select Finish from the local navigation bar on the Diagnostics screen. Step Action 1 Open System HELP. 2 3 Expand Chapter 8 Troubleshooting. Read the information in this Chapter to familiarize yourself with the General Troubleshooting- Diagnostic Procedures. Under Individual Troubleshooting Procedures, perform the following: System Monitor Verifying the Blood Detector Retrieving Lost Basket (read only) 4 Review Chapter 8>Event Messages. There are suggested actions for error events that you may be able to perform. TB-39 of 48

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139 USING DIAGNOSTICS SKILL CHECK Have facilitator verify all diagnostic procedures: System Monitor Verifying the Blood Detector TB-41 of 48

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141 OBJECTIVES OPTIMIZE STAIN PROTOCOL Given an operating DxH Slidemaker Stainer and access to System HELP Perform a Stain Quality Adjustment Why Is It Important? Having stained slides, which meet each individual laboratory colorization is very important. Colorization is subjective and optimizing the stain protocol will satisfy each institution s expectation. Resources DxH Slidemaker Stainer System HELP Blood specimens collected in EDTA Bar code labels Cassettes TB-43 of 48

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143 INFORMATION/PRACTICE Overall Stain Quality Beckman Coulter has developed COULTER TruColor reagents and default protocols to be used on the UniCel DxH Slidemaker Stainer. The Beckman Coulter default protocols have been optimized to a predefined colorization specification. Since colorization is subjective, optimization of the protocols and/or reagents may be necessary to meet your individual colorization criteria. Ensure that both the methanol and water you use meet the specifications detailed in your system s online help. Typical time adjustment increments: Stain 30 seconds Buffer 1 minute Coloration (red/blue) is primarily controlled by the ph of the buffer. Stain intensity and differential staining characteristics are controlled by: The length of staining times (longer = more intense) Decreasing the buffer strength Concentration of stain in buffer (more stain = darker, more intense) Step Action 1 Open APPENDIX B. 2 Read all the information in that section. 3 Select Default Wright Stain Protocol and copy it. 4 Rename it to STAINCHANGE. 5 Change the settings in Bath 2 to 1 minute. 6 Place some barcoded bloods in a cassette and process the cassettes. 7 Keep the stained slides to show facilitator. TB-45 of 48

144 You reached the goal! Please continue to the Skill Check on the next page. TB-46 of 48

145 OPTIMIZE STAIN PROTOCOL SKILL CHECK 1. Show facilitator the changed protocol you created. 2. Coloration on a slide is primarily controlled by the of the. 3. What are the 2 Default Stain Protocols in the Slidemaker Stainer? 4. Show facilitator the stained slides. 5. What was the probable cause of why these slides look the way they do and what would be your recommended action? TB-47 of 48

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147 UniCel DxH SLIDEMAKER STAINER COURSE MAP ADDITIONAL TOPICS History Logs Operators & Roles Configure Auto Stop Settings Enabling Batching Smear Quality & Stain Quality Mentor Trainer These modules are elective. You may perform them in any order desired. If a topic is not applicable to your lab situation, you do not need to do it at all. AT-1 of 44

148 UniCel DxH SLIDEMAKER STAINER PERSONAL PROGRESS SUMMARY Additional Topics Modules Date Initial Facilitator History Logs Operators & Roles Configure Auto Stop Settings Enabling Batching Smear Quality & Stain Quality Mentor Trainer AT-2 of 44 UniCel DxH Slidemaker Stainer Training

149 UniCel DxH SLIDEMAKER STAINER OBJECTIVES Given an operating DxH Slidemaker Stainer Locate the History Logs (Event) Alert Status Icon State the four types of History Logs Show how to review (clear) a red or yellow icon Find the Details of an event Add a comment to an event Print a log Export a log Why Is It Important? HISTORY LOGS This module introduces History (Event) Logs. These logs record every event that occurs on the system, divided into separate categories based on the type of error. You must review any event that causes a red icon so that the system may continue running. Resources DxH Slidemaker Stainer System Storage media for exporting logs AT-3 of 44

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151 UniCel DxH SLIDEMAKER STAINER INFORMATION/PRACTICE The History (Event) logs have a variety of types. You access them by selecting the Event Status Icon. Learn more about this area by using the System Help. Step Action 1 Select at the top of any screen to display the History Logs screen. Select a log name from the Log Type drop-down list to view that log. 2 Review There are four log types: Event Logs, Data Summary Logs, Audit Log and Maintenance Logs. Whenever the Event Status Icon is yellow or red, select it to review the message. This always takes you to the General tab. This log records all entries for System problems/warnings. You must review any entry with a or. The signifies information only. Selecting the Review button causes the Event Status Icon to return to a neutral color. Select the Details Button to see more information about the entry. Just as in the Daily Checks area, you may want to add a comment to the entry to explain why you reviewed and accepted the message. The Patients tab records information about individual specimens, e.g. a no read of a barcode. The Supplies tab records information associated with the reagents, when a supply is depleted or switched. The System Status tab records information on reports and LIS activity. AT-5 of 44

152 UniCel DxH SLIDEMAKER STAINER Details The Daily Checks tab records the details of each Daily Checks test run in the past. The Supplies tab records the details of each reagent container change. The Audit tab records information such as when a configuration was changed. The Maintenance tab records status messages and allows the lab to add New Entries to record cleaning or other procedures performed. It can be thought of as an Action Log. Try adding an entry now! The Service tab records any diagnostic procedures performed. It can only be accessed and commented on by someone with a Service access level. The lab may view and print this log. Most of the logs give you access to the Details button to find out more about the message posted. Highlight any entry in a log and select the Details button. Comments Any log allows you to attach a comment. Highlight an entry and select the Comment button. You may enter any text you wish. You may also amend, add to or delete previous comments. Whoever is logged in at the time is recorded as the comment author along with the date and time. Add a comment now! You may also automatically add this to the Maintenance Log by selecting the checkbox Log Comment/Event in Maintenance Log. Delete Some logs allow a Delete. We do not recommend deleting any entries in the logs. AT-6 of 44 UniCel DxH Slidemaker Stainer Training

153 UniCel DxH SLIDEMAKER STAINER Print Export You may print logs manually or automatically. Manual Open a log, select a couple of entries and select the manual print button from the utility area. A dialog box opens giving you options to print the entire log, by filters or selected entries. You may optionally choose Details as well. Choose Selected Entries and OK. Auto Print If you want to print all or certain logs on a regular basis, choose the Auto Print button. This allows you to schedule printing of each category of the logs, weekly or monthly, at a certain day and time, with or without details. Selecting the Export button gives you the option of exporting the logs you choose to a CD or flash drive. If you choose to save to a flash drive, you must first save temporarily to E:\, then drag and drop to your flash drive. You may then want to delete that temporary file. The logs exported are converted to a.csv format that you can read on any computer that has a spreadsheet program on it (not on the System Manager). You may perform this now if you think you may use this method in your lab. Step Action 1 Click on the Event Alert Status icon. 2 Select one of the logs and select a message. 3 Click on the message and find the details pertaining to it. 4 Select another message and add a comment to the message. AT-7 of 44

154 UniCel DxH SLIDEMAKER STAINER You reached the goal! Please continue to the Skill Check on the next page. AT-8 of 44 UniCel DxH Slidemaker Stainer Training

155 UniCel DxH SLIDEMAKER STAINER HISTORY LOGS SKILL CHECK 1. Point to the Event Alert Status Icon. 2. State the four types of History Logs. 3. Point to the Review button, used to clear a red or yellow Event icon. 4. Highlight an entry in a log and display the Details of an event. 5. Add a comment to an event. 6. Export a log using a CD or flash drive and show the file to the facilitator. AT-9 of 44

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157 UniCel DxH SLIDEMAKER STAINER OBJECTIVES OPERATORS AND ROLES Given an operating DxH Slidemaker Stainer and access to System HELP: Create new operator logins for a Level I, Level II and Level III access Edit an existing operator account Reset an operator password Change your own password Set a Password Expiration and enable Auto Lockout (optional) Why Is It Important? As a DxH Slidemaker Stainer operator with Level III (highest customer) privileges, you will help decide the levels of security access for those working with you, based on their laboratory responsibilities. Resources DxH Slidemaker Stainer System AT-11 of 44

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159 UniCel DxH SLIDEMAKER STAINER INFORMATION/PRACTICE During the classroom exercises, you are at a Level III access. These next steps will show you how to manage and create the other two customer levels. For more information, see System HELP Appendix D, Operator Access Chapter 6. Step Action 1 Select Menu>Setup>Operators and Roles. 2 On the Operators and Roles screen, view the list of various operators who are set up to use the system. Note that the Level III access (aka Lab Administrator) is the only one of the levels that can set up or edit other operator levels. TIP TIP 3 4 L I L II Ultimately, the Operator ID and Password will be the information entered on the login screen. Remember that BOTH are casesensitive. The initial password entered at this point is considered a temporary password. Simply use the word temp for now. Write down the information you enter for each level below: Create a new Level III login for yourself as well as a Level I and a Level II login. You may be creative with your entries! On the Operators and Roles Screen, Select New Operator from the local navigation bar. On the New Operator dialog box, enter the operator information and password, select an access level using the drop-down list and select an account status. Select OK to confirm you selection or cancel to go back to previous screen or select HELP for more information. First Name Last Name Operator ID Password temp Confirm Password _temp First Name Last Name Operator ID Password temp Confirm Password _temp AT-13 of 44

160 UniCel DxH SLIDEMAKER STAINER L III First Name Last Name Operator ID Password temp Confirm Password _temp 5 Once you complete the steps above, select Log off. Log on at Your New Levels Step 1 2 Action At the Log on screen, type in your new Level I Operator ID and the Password temp. A message appears telling you that the password is a temporary one and to enter a new password. Select OK. 3 Type in temp for the old password. 4 Type in the new password you want to use. You will need to do this for Password and Confirm Password. 5 Record your password for Level I here. 6 Explore the different screen areas noting the differences (for example, the areas to which you no longer have access). 7 Once you complete steps 1-6 above, select Log off. 8 Now repeat steps 1-7 for the Level II log on. 9 Record your password for Level II here. 10 Now repeat steps 1-7 for the Level III log on. 11 Record your password for Level III here. AT-14 of 44 UniCel DxH Slidemaker Stainer Training

161 UniCel DxH SLIDEMAKER STAINER Editing an Existing Operator You must be logged in at Level III access to perform this exercise. One reason for needing to perform this editing is to change an existing operator s access, e.g. from Level I to Level II. Step Action Follow the steps and choose the Level II account you previously set up. Change it to Level 1 and make it Inactive. Note that you may also edit the first and last name. 1 Select Menu>Setup>Operator and Roles. 2 3 On the Operators and Roles screen, select Edit Operator from the local navigation bar. On the Edit Operator dialog box, change the operator information, select an access level using the drop-down list, and select an account status. 4 Select OK to save the changes. Resetting an Operator s Password The Level III Operator may reset the password of another operator. This may be necessary if operators forget their own password. Step Action Follow the steps and select the Level I Operator ID you previously set up. 1 Select Menu>Setup>Operator and Roles. 2 On the Operators and Roles screen select Reset Password from the local navigation bar. 3 Change the password. Select OK to save the changes. 4 Log off and Log on to try it out. AT-15 of 44

162 UniCel DxH SLIDEMAKER STAINER Changing Your Password Any operator may change his or her own password at any time. Select the Change Password button from the Operators and Roles screen. Try this now and change back to your original password for Level I. Timeout Settings - Setting the Password Expiration and Enabling Auto-Lockout You must be at Level III access to do this exercise. The Password Expiration defaults to 60 days. You may change this to 30 days or 90 days or Disable it. Note: The Auto-Lockout feature is initially disabled. You may enable it and set the number of minutes between 5 and 60. This is the amount of time of non-use that requires the user to log in again. Operator Roles Access In System HELP, go to Appendix D and expand Operator Access. There are ten tables that list the various operator functions by Level I, II and III. Review this for your information. You reached the goal! Please continue to the Skill Check on the next page. AT-16 of 44 UniCel DxH Slidemaker Stainer Training

163 UniCel DxH SLIDEMAKER STAINER OPERATORS AND ROLES SKILL CHECK 1. Show facilitator the three access levels you created. 2. Demonstrate editing an account. 3. Demonstrate resetting a password. 4. Demonstrate changing your own password. 5. Demonstrate the timeout features. AT-17 of 44

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165 UniCel DxH SLIDEMAKER STAINER OBJECTIVES CONFIGURE AUTO STOP SETTINGS Using an operating DxH Slidemaker Stainer and System HELP: Demonstrate how to set up Auto Stop Settings Why Is It Important? You can use the Auto Stop Settings when you want the instrument to stop operations when a criteria is triggered per the Auto Stop Configuration. Resources DxH Slidemaker Stainer System HELP AT-19 of 44

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167 UniCel DxH SLIDEMAKER STAINER INFORMATION/PRACTICE Configure Auto Stop Settings Step Action 1 Select System Status>More. 2 Select Auto Stop from the local navigation bar. On the Configure Auto Stop Settings dialog box, select from the following options: 3 4 Select OK to confirm your selection. You reached the goal! Please continue to the Skill Check on the next page. AT-21 of 44

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169 UniCel DxH SLIDEMAKER STAINER CONFIGURE AUTO STOP SKILL CHECK Show the facilitator the where you set-up the Auto Stop. AT-23 of 44

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171 UniCel DxH SLIDEMAKER STAINER OBJECTIVES ENABLING BATCHING Using an operating DxH Slidemaker Stainer and System HELP: Enable Batching Why Is It Important? You can use batching when you want to analyze all your specimens with the same default test panel (for example, when your LIS is down). Resources DxH Slidemaker Stainer System HELP Blood specimens collected in EDTA Cassettes AT-25 of 44

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173 UniCel DxH SLIDEMAKER STAINER INFORMATION/PRACTICE Enable Batching Step Note Action The system must be offline and no staining should be in progress in order to perform this procedure. 1 Select to display the System Status screen. 2 Select the Details Status from the local navigation bar. 3 Select the Batching from the local navigation bar. Select the checkbox to enable Batching. 4 Note All results are labeled as Default Slide Order. 5 Select OK. You reached the goal! Please continue to the Skill Check on the next page. AT-27 of 44