Remisol Advance for Hematology Customers

Transcription

1 Remisol Advance for Hematology Customers This Training Guide belongs to: Rev. C (June 2015) i of iv Beckman Coulter Professional Development

2 WARNINGS AND PRECAUTIONS This training guide is not intended to replace the information in your Instrument Instructions for Use Manual (IFU) or User s Guide. The information in the IFU or User s Guide supersedes information in any other manual. TRADEMARKS Content is for information and illustration purposes only. Each person assumes full responsibility and all risks arising from the use of the information. The information is presented AS IS and may include technical inaccuracies or typographical errors. Beckman Coulter reserves the right to make additions, deletions, or modifications to the information at any time without prior notice. Beckman Coulter and the stylized logo are trademarks of Beckman Coulter, Inc. and are registered with the USPTO. All other trademarks, service marks, products or services are trademarks or registered trademarks of their respective holders. COPYRIGHT Except as expressly provided above in the restrictions for use, nothing contained herein shall be construed as granting any license or right under any Beckman Coulter copyright. Nothing contained herein shall be construed as granting any license or right under any patent or trademark of Beckman Coulter or any third party. Products, processes or technology in this document may be the subject of other intellectual property rights reserved by Beckman Coulter, and may not be licensed hereunder. NOMENCLATURE The Remisol Advance Data Manager is a registered trademark of Normand Info. Throughout the remainder of the training material, the Remisol Advance Data Manager will be referred to as the Remisol Advance. ii of iv Beckman Coulter Professional Development Rev. C (June 2015)

3 REVISION STATUS Revision AA (October 2012) Software release 1.5 Presented October 1, 2012, Beckman Coulter Professional Development Miami, Florida Revision AA.1 (April 2013) Software release 1.6 Presented April 1, 2013, Beckman Coulter Professional Development Miami, Florida Revision B (March 2014) Software release 1.7 Presented March 31, 2014, Beckman Coulter Professional Development Miami, Florida Revision C (June 2015) Software release 1.8 Presented June 22, 2015, Beckman Coulter Professional Development Miami, Florida Rev. C (June 2015) iii of iv Beckman Coulter Professional Development

4 DAILY AGENDA The following lists the discussions, information and practice exercises that take place in the classroom/laboratory. Monday General Information Learn about each other Safety: Personal Protective Equipment and Fire Evacuation Introduction to the course and materials Location of additional reference materials First day Registration Questionnaire Day 1 Basic Operations Tuesday Remisol Advance Introduction Samples List Request List Operations Shutdown/Startup RADV monitor (v1.7 and up) Day 2 Rules and System Configuration Parameter and Profile Definition Comments and Tag Definition Rules Manual Diffpad Practice Wednesday Day 3 Basic Setup and Programming User Setup Report Setup Database Management Saving Configuration Programming Functions Last day self-evaluation, course and instructor evaluations Graduation iv of iv Beckman Coulter Professional Development Rev. C (June 2015)

5 COURSE GUIDE DAY 1 BASIC OPERATIONS Day 3 Basic Setup & Programming Day 2 Rules & System Configuration Day 1 Basic Operations 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., Day 1 Rev. C (June 2015) 1 of 54 Beckman Coulter Professional Development

6 PERSONAL PROGRESS SUMMARY Basic Operations Modules Date Initials Facilitator Page# Remisol Advance Introduction 3 Samples List 15 Request List 27 Shutdown/Startup 41 RADV Monitor (v1.7 and above) 47 2 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

7 REMISOL ADVANCE INTRODUCTION OBJECTIVES At the completion of this module, you will be able to: Identify the main screen elements Utilize the buttons and/or keyboard shortcuts Arrange the Client Zone or Main Application Window for efficient use Launch Remisol Advance Access Help Why Is It Important? Learning how the Remisol Advance assists in managing laboratory processes can enable you to manage samples and results efficiently and improve laboratory workflow. Identifying the software format and button functions will assist in using the Remisol Advance. Resources Remisol Advance Help, Day 1 Rev. C (June 2015) 3 of 54 Beckman Coulter Professional Development

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9 INFORMATION/PRACTICE SECTION Software Overview Remisol Advance Main Application Window Elements and Functions 1. Title Bar displays the control menu button, software name and laboratory name and minimize, maximize and close buttons 2. Menu Bar contains the software menus 3. Toolbar contains the software buttons 4. Client Zone located between the toolbar and the status bar. Any open window is displayed in this area 5. Status Bar displays (from left to right) the current installed version of software, the status of the software, connection status LEDs, the computer name, the name of the database, the current user name and the current date and time 4 5, Day 1 Rev. C (June 2015) 5 of 54 Beckman Coulter Professional Development

10 Menu Bar The following table lists the Remisol Advance menus. Menu Environment Desk Archives Configuration Quality Control Audit Trail Window Keyboard Help Description Contains the submenus to setup peripherals (Instruments, host, etc.) and to carry out some system maintenance functions Contains submenus to create and work with patient requests and samples currently being processed Contains submenus to archive current patient requests and carry out other archiving functions Contains submenus to configure parameters, profiles, comments, etc. Contains all submenus to carry out quality control functions Contains the maintenance submenu allowing the manual entry of tracking events Lists all the windows currently opened in Remisol Advance and displaying options Lists all edit options currently available and their shortcuts Provides access to the integrated help and information on the software version, copyright, etc. 6 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

11 Toolbar Functions Toolbar buttons are shortcuts to frequently used operator functions. The table below identifies the buttons and their function. Toolbar button Button Name Samples List Request List Custom List Messages List Previous Results New Request Search Previous Request Next Request Comments Validate Unvalidate Host Transmission EQC Print New Function Displays a list of all current (non-archived) samples. May be filtered to user specifications Displays a list of all current (non-archived) patient requests. May be filtered to user specifications Use to query information in database Displays a list of all messages generated by rules for current (non-archived) requests Displays a Previous Results Search window use to search for results in the archives Displays the Request Sheet window - use to program a new request at Remisol Advance Searches current (non-archived) requests for a specific patient request Displays the previous request in the Request List Displays the next request in the Request List Displays Comments window use to enter result comments (technical notes/result interpretation) Use to manually validate one or more requests or one or more results in selected request Use to manually unvalidate one or more requests or one or more results in selected request Use to manually upload selected results to the host computer Displays the optional Extended Quality Control (EQC) program EQC with blocked points Displays the Requests Printing window use to print selected requests Creates a new sheet in the Request Sheet window, configuration screens and environment setup screens, Day 1 Rev. C (June 2015) 7 of 54 Beckman Coulter Professional Development

12 Toolbar button Button Name Save Delete About Help Stop Manual Count (Diffpad) Use to save information Function Use to delete information Displays the system software version, serial number and copyright information Displays the User Guide Instrument blocking not activated Instrument blocking activated Displays the manual diff window can be opened from a current request Launching Remisol Advance Step Action 1 Turn the power on at the Server console. 2 At the Log on screen, enter a User name and Password. This is a Windows log on. User name: sysadm Password: session Note: This is a generic administrator User name/password. 3 Select Enter on the keyboard to continue. 4 Note At the Remisol Advance login window, enter the following: Login: sysadm Password: session In your laboratories, you will perform the same steps to launch the Client consoles. 8 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

13 Accessing Remisol Advance Help Step Action 1 Select the Help icon from the toolbar. This will display the Help topic corresponding to the window that is open Select (single click) the General Information chapter and then select Remisol Advance Software Overview. Read all four topics in this section. From the General Information chapter, select Working with Windows and read Moving a Window. Close the Remisol Advance Help by selecting the Exit button on the Help window. Note: Selecting the Exit button on the Title Bar will exit the Remisol Advance software., Day 1 Rev. C (June 2015) 9 of 54 Beckman Coulter Professional Development

14 Communication Event Log The Communication Event Log window opens automatically when the user logs on to Windows and anytime an instrument event occurs. Instrument events include downloading samples, uploading results, initializing messages, and line down messages. Step Note Action If the Communication Event Log has been closed, you may re-open the window by selecting Environment from the Menu bar then select Communication Event Log. Using the reference from the topic Moving a Window, place the Communication Event Log window in the lower left quadrant of the Client Zone as shown below. 2 Communication Event Log 10 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

15 Locking / Unlocking the Remisol Advance software Step Action 1 Select Environment from the Menu Bar. Then select Lock Station. Your system is locked when you see the Login/Password window. 2 You may also use the keyboard shortcut Ctrl+B to lock the station. Note You may place a timeout to log a user off after xx minutes. This is an optional setting that can be done by your applications specialist. Congratulations, you ve finished! Continue to the Skill Check., Day 1 Rev. C (June 2015) 11 of 54 Beckman Coulter Professional Development

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17 REMISOL ADVANCE INTRODUCTION SKILL CHECK Label the areas of the Home screen: , Day 1 Rev. C (June 2015) 13 of 54 Beckman Coulter Professional Development

18 2. Draw a line between the toolbar button and its function. Button Function Use to manually validate Use to program a new request Use to save information Use to delete information Displays the User Guide (Help) Use to display the Samples List Use to display the Request List Use to upload selected results to the Host 3. In the Communication Event Log, what types of events are displayed? 4. What is the keyboard shortcut for the Samples List? 14 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

19 SAMPLES LIST OBJECTIVES At the completion of this module, you will be able to: Explain functions of the Samples List Define Samples list window elements Configure Samples List filters Customize the Samples List Open the Samples List window Sort the Samples List by priority Use the Samples List as a real time pending log Why Is It Important? The Samples List is a display of all current (non-archived) requests. The Samples List can be configured to display pending samples received into the laboratory and can be configured to display STATs at the top of the list. These features can be useful in the pre-analytical testing phase. Resources Remisol Advance Help, Day 1 Rev. C (June 2015) 15 of 54 Beckman Coulter Professional Development

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21 INFORMATION/PRACTICE SECTION SAMPLES LIST The Samples List window gives an overview of all current (non-archived) samples. The Samples List window contains the following information: Routine or STAT flags (green tubes are routine, red tubes are STAT) Sample flags Sample ID Position (tube position) Assigned Instrument Patients last name and first name Sample nature Last run date and time, Day 1 Rev. C (June 2015) 17 of 54 Beckman Coulter Professional Development

22 Samples List Flags In addition to the tube icon which is colored green for routine samples and red for STAT samples, the left side of the window (Flags Column) allows for 5 sample flags. The Samples List has five flag columns the operator can use to determine the status of each sample. Flag Column 1 2 Flag? T B E U? T B E U Description No response from instrument Downloaded Instrument is busy Transmission error occurred Sample ID was already used for a diluted sample No response from automation line Downloaded Automation line is busy Transmission error occurred Sample ID was already used for a diluted sample Results received from the instrument but not yet 3 R reviewed P Awaiting rerun results from the instrument 4 R Rerun results received from the instrument 5 M Sample ID changed manually Samples List Filters The system administrator can customize the samples displayed on the Samples List by using the Filters feature. The default filter is set to display all current (non-archived) requests. Each defined filter will have a tab with a name customized by the Remisol administrator. Filters can be further customized by changing tab colors, text backgrounds and colors, as well as text effects. Multiple filters can be defined. Some examples of Samples List Filters are: Pending samples STATs Samples associated with a specific instrument Samples requiring rerun Tagged samples 18 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

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24 Samples List Step 1 Select Action to open the Samples List window. Position the Samples List in the upper right hand quadrant of the Client Zone. 2 Create Samples List Filters Step 1 Action Right click anywhere in the Samples List window to open the Samples List popup window. 2 Select Filters and then select New. 3 In the Sample Filters window fill out the following information: Filter Name: Pending Instruments: Select Heme only (only Heme will be backlit in blue). Display Samples: All checkboxes should be checked 20 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

25 Step Action Select the green check mark. To modify the Default filter, single click on the Default filter and then right click and select Filters Modify. Change the filter name from Default to All Samples. Ensure the following information is selected: Instruments: Select all instruments so they are backlit in blue Display Samples: All checkboxes should be checked Select the green check mark. 8 Select Filters and then select New Note In the Sample Filters window fill out the following information: Filter Name: Stat Instruments: Select Not assigned and Heme (these two selections will be backlit in blue) Display Samples: Select Stat only Custom colors: Select Stat only. Then click on Background and select red, then select OK. Click Background under Tab colors and select red, then select OK. Select the green check mark. For any Filter, Custom Colors, Tab colors, Default list colors and Alert limits can be applied to further customize filters. 11 How many tabs are displayed in the Samples List? To simulate an LIS download, on the LIS & Instrument Simulator Review desktop, double-click on the PowerSimu icon, then doubleclick on R2000 LIS DWNLD and then single-click on Hem Patient Batch. How many samples are displayed in the All Samples filter? How many samples are displayed in the Pending filter? How many samples are displayed in the Stat filter? The Samples Filters created are: Pending - Samples received in the laboratory Stat - Pending Stat samples All Samples - All samples on the Remisol, no matter what the status (probably will not use this tab much), Day 1 Rev. C (June 2015) 21 of 54 Beckman Coulter Professional Development

26 Displayed Fields The Samples List can be configured to display user selected columns of data. The columns can be positioned for user preference. To change the position of a field in the Samples List, click and drag that field name in the Field bar to its new position. To open the Displayed Fields window, right click on the Field bar on top of the Samples List, a popup window will display. This popup window contains the list of every field available for display for the current filter. Select or deselect a field name to either show or hide the field. The field names with a checkmark beside it are the ones currently displayed. Step Action With the Samples List open, choose the columns (display fields) of your choice and position the displayed field in the Samples List according to your preference. Right click on the field bar to open the Samples List display field selections. Deselect a displayed field of your choosing. Observe the changes in the Samples List. 4 Re-enable the field you deselected in step 3. Congratulations, you ve finished! Continue to the Skill Check. 22 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

27 SAMPLES LIST SKILL CHECK 1. In the Samples List, a green graphic in the Flags columns indicates the sample is a STAT. True False 2. In the Samples List flag area, define the following flags: T R, Day 1 Rev. C (June 2015) 23 of 54 Beckman Coulter Professional Development

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29 REQUEST LIST OBJECTIVES At the completion of this module, you will be able to: Define the functions of the Request List Define Request List window elements Configure Request List filters Open a Request sheet Manually validate results Utilize Tube History for tracking Why Is It Important? The Request List gives a concise overview of all current (non-archived) patient requests. The Request List can be configured to display samples with results requiring operator review and/or validation. The Request List is used to easily identify those samples that have results that do not meet the auto-validation criteria and require review. The Request List may be used as a critical or exceptions log. Resources Remisol Advance Help, Day 1 Rev. C (June 2015) 25 of 54 Beckman Coulter Professional Development

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31 INFORMATION/PRACTICE SECTION REQUEST LIST The Request List displays the status of each sample as it is received in the lab. Information displayed includes: Flags Patient Patient ID Position Sample Id Department Tag, Day 1 Rev. C (June 2015) 27 of 54 Beckman Coulter Professional Development

32 Request List Flags The Request List has nine flag columns that the operator can use to determine the status of each sample. Flag Flag Description Column 1 S The request is a STAT 2 O At least one result is out of validation range P The request is pending one or more results 3 C The request is complete 4 R Results have been received but not yet viewed 5 I The request has been printed 6 E A transmission error has occurred 7 V The request is complete and validated 8 T The request has been tagged Shown if at least one result for each parameter has been 9 H sent to the host. Removed if at least one parameter is pending Request List Filters The system administrator can customize the samples displayed on the Request List by using the Filters feature. The Default filter is set to display all current (non-archived) requests. Each defined filter will have a tab with a name customized by the Remisol administrator. Custom colors and icons can also be used as a tool to further distinguish requests/results within a filter. Multiple filters can be defined. Filters may be used to view: Results out of validation range (criticals) and require manual validation Results requiring smear review Requests that have been validated Requests that need to be uploaded or have been uploaded Tagged samples Completed or Incomplete samples STATs Requests that have been downloaded and have one or more pending parameters Requests with results that have been received but not yet viewed 28 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

33 Results Review Results may be reviewed directly from the Request List. The Request Sheet window displays: Patient Demographics Sample Information (i.e. draw date/time) Results (parameter values) Graphical data, histograms and dataplots may be sent for CBC, CBC w/ Diff and/or RETIC Comments (Sample, Instrument, Results, generated by rules, etc.), Day 1 Rev. C (June 2015) 29 of 54 Beckman Coulter Professional Development

34 Results are highlighted with colors to indicate where they fall in relationship to the reference and/or validation range. Color codes include: Code Color Description Out Low Green Out of validation range low Valid Low Yellow Out of reference range low, in validation range Normal White Inside reference and validation range Valid High Purple Out of reference range high, in validation range Out High Red Out of validation range high Note 1: Alphanumeric results are color coded in light blue (results from the instrument that have flags, e.g. R flag). Note 2: If you would like to have criticals (out of validation range high or low) highlighted in red and actions (out of reference range high or low in validation range) highlighted in yellow, this option is done by your applications specialist. Results Flags Results may also be flagged. Result flags are listed in four columns to the right of the result. Result flags include: Column Flag Description V Result validated automatically 1 v Result validated manually M Result manually entered or edited C Calculated result 2 U UPC result D Dilution factor applied to result D Result passed delta check 3 X Result failed delta check 4 H Result sent to host 5 Optional EQC QC QC QC QC Flags as indicators of the EQC status for the parameter: White: no protocol defined/no data available Green: No mistake Yellow: Protocol in warning or Time-out Red: Protocol in error or blocked result 30 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

35 Previous Results When a request has been processed and validated, the results are stored in the database. Previous results for a Patient ID that have been archived will display next to the current results. The Previous Results columns will display the date and time the results were received by Remisol Advance. Note: Patient demographics are accessed by the Patient tab located next to the Graphics tab., Day 1 Rev. C (June 2015) 31 of 54 Beckman Coulter Professional Development

36 Result Validation Results within the laboratory established validation range may be automatically validated. Manual validation occurs from the Request Sheet window by selecting the result(s) and then clicking on the Validate button from the toolbar. You may manually validate selected results or the entire request. Request List Step 1 From the toolbar, select Action to open the Request List. Position the Request List in the Client Zone in the upper left quadrant of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

37 Create Request List Filters Step Note 1 Note 2 Action Right click anywhere in the Request List window to open the Request List popup window. Select Filters and then select Modify and change the filter name from Default to New Results. Select the following: Display Requests: Select To Validate and To Upload (to host) only Instruments: Select DxH 800 only so it is backlit in blue Display only requests: Only Received (R) should be checked. Deselect all other checkboxes Select the green check mark to confirm. Right click anywhere in the Request List window to open the Request List popup window and select Filters New. Change the filter name from Default to Smear Review. Select the following information: Display Requests: Select To Validate and To Upload (to host) Instruments: Select DxH 800 so it is backlit in blue Display only requests: All checkboxes should be unchecked Custom colors area select Request Tagged. Select the green check mark to confirm. Each new filter that that is created has all the display columns selected. Right click on the Field Bar to open the Displayed Fields window. Select the Flags and Sample Id to display, then select any other options you prefer to be viewed. To reposition display fields click on the Field name and drag it to its new location. Display columns may be resorted alphabetically or numerically by clicking on the display column., Day 1 Rev. C (June 2015) 33 of 54 Beckman Coulter Professional Development

38 Step Review 12 Action Create the following Request List filters referring back to Step 1 if needed. Select Filters New Filter name: Stat Display Requests: Select To Validate and To Upload (to host) Instruments: DxH 800 only Display only requests: Select Stat only Custom Colors: Select Request Tagged Select Filters New Filter name: Path Review Display Requests: Select To Validate and To Upload (to host) Instruments: DxH 800 only Display only requests: Select Request Tagged only Custom Colors: Select Request Tagged Select the green check mark to confirm. The Request Filters created are: New Results - Samples just run on the DxH 800 failing autovalidation Smear Review - Samples held for slide review Stat Samples that are Stat and have results Path Review Samples that have been manually tagged that are requiring review by the pathologist To simulate an LIS upload, on the LIS & Instrument Simulator desktop, double-click on the PowerSimu icon, then double-click on R2000 DXH 600/800 and then single-click on samples of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

39 Step Action To view these results from the Request List, double-click on Patient ID 1300 to open the Request Sheet. To view the next sample, select the Next icon from the Toolbar. Use the chart on p.30 to answer the following questions: What color represents results out of validation range low? 13 What color represents results out of validation range high? What color represents results that have a flag from the DxH? What test result for Patient ID 1300 is out of validation range low? What color represents out of reference range high, in validation range? Note: For Hematology, typically the Validation range is used for critical ranges and the Reference range is used for action limits not normal ranges. Manual Validation of Requests Step Note 1 Action If the Request List is not open, select the Request List icon from the Toolbar. From the Request List, double click a request to open the request sheet to view the detailed sample results. 2 Manually validate the request by selecting the Validate button from the Toolbar. To validate partial results, select the specific parameters. Note: Hold down the [Ctrl] key to select multiple parameters then select the Validate button from the Toolbar. Select Yes to the message Verify that all results to be validated are highlighted. If no results are highlighted, ALL results will be validated. Do you confirm the manual validation? Use the Next button to access the next request in the Request List., Day 1 Rev. C (June 2015) 35 of 54 Beckman Coulter Professional Development

40 Step Action 6 Review and manually validate all requests remaining in the Review tab. 7 Close the last request after manual validation is completed. Tube History Allows the operator to follow the processes completed for a sample (tracking the sample). Identifies the date and time when there was communication about the tube between the host to the Remisol, Remisol to the instruments and the instruments to Remisol. Filters within the tube history can be customized to search for samples based on a specific sample status. 36 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

41 Step Action 1 Open a result from the Request List. 2 Right click anywhere within the Request Sheet to open the selections and single click on Tube History. 3 View the tracking for this sample. Congratulations, you ve finished! Continue to the Skill Check., Day 1 Rev. C (June 2015) 37 of 54 Beckman Coulter Professional Development

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43 REQUEST LIST SKILL CHECK 1. In the Request List, what is the description of the following flags: S R V H 2. How many filters can be defined in the Request List? 3. In what list do you review sample results? Samples List Request List 4. A result highlighted in Red indicates a.) Inside Reference Range and Validation Range b.) Outside Validation Range Low c.) Outside Validation Range High d.) Outside Reference Range Low, in Validation Range e.) Outside of Reference Range High, in Validation Range 5. Define the following Result Flags: a.) V b.) v c.) H d.) D, Day 1 Rev. C (June 2015) 39 of 54 Beckman Coulter Professional Development

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45 SHUTDOWN/STARTUP OBJECTIVES At the completion of this module, you will be able to: Shutdown Remisol Advance software Startup Remisol Advance software Why Is It Important? There may be times when the Remisol loses communication with the LIS or the instruments. Communication can be restored by exiting and restarting the Remisol software but that process may not work every time. Shutting down the Remisol may be a helpful tool when troubleshooting and may be the only way to restore communication. Resources Remisol Advance Help, Day 1 Rev. C (June 2015) 41 of 54 Beckman Coulter Professional Development

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47 INFORMATION/PRACTICE SECTION Shutdown Remisol Advance Client DO NOT PERFORM THIS STEP Note: We do not have both Clients in this laboratory. In your laboratories, you will have both Client(s) and a Server, the Client(s) must be shutdown first, then the Server. Step Note 1 2 Action Do not perform these steps for a Client here in this classroom as there are no Clients. These steps would be performed in your laboratories. Select the Close button on the Title bar on the Client. Select Yes to the pop-up message: This action will stop Remisol. Continue?. 3 Select Start on the windows toolbar. 4 Click on the arrow beside the Log off button. 5 Select Shut down from the drop down list. Shutdown Remisol Advance Server PERFORM THIS STEP NOW Step 1 2 Select the Close button. Action on the Title bar on the Server. Select Yes to the pop up message: This action will stop Remisol. Continue?. 3 Select Start on the windows toolbar. 4 Click on the arrow located to the right-side of the Log off button. 5 Select Shut down from the drop down list. 6 On the ShutDown Windows window, enter a comment in the Comment: textbox as to the reason for shutting down the Remisol and then Select OK., Day 1 Rev. C (June 2015) 43 of 54 Beckman Coulter Professional Development

48 Restarting the Remisol Advance Server / Client If you have both a Client and Server, the Server must be restarted first. Step Action 1 Turn on the power at the Server console. 2 Enter the User name and Password in the appropriate fields. User name: sysadm and Password: session Note: This is a Windows logon 3 Select the Enter key on the keyboard. 4 Enter the Login and Password in the appropriate fields. Login: sysadm and Password: session Note: This is the Remisol Advance logon 5 Select or the Enter key on the keyboard. 5 Repeat steps 1 4 for the Client(s). Congratulations, you ve finished! Continue to the Skill Check. 44 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

49 SHUTDOWN/STARTUP SKILL CHECK 1. The Client and Server can be shutdown and restarted in any sequence. True False 2. In what sequence should the Remisol Advance Client and Server be shutdown and restarted? Shutdown 1 st 2 nd Restarted 1 st 2 nd, Day 1 Rev. C (June 2015) 45 of 54 Beckman Coulter Professional Development

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51 RADV MONITOR OBJECTIVES At the completion of this module, you will be able to: Identify the status of the Remisol consoles, instruments and host(s) Identify stopping, starting and resetting network connections and interface Identify when a reset of the system or a component of the system is necessary Why Is It Important? There may be times when the Remisol Advance program may need to be closed and restarted as well as instrument and host interfaces reset Resources Remisol Advance Radv Monitor USER Guide v1.8, Day 1 Rev. C (June 2015) 47 of 54 Beckman Coulter Professional Development

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53 INFORMATION/PRACTICE SECTION Radv monitor Radv monitor is a monitoring & management console for devices and system components across a Remisol Advance v1.7 and above network. A user with adequate rights will be able to monitor and control: Remisols Instruments Automations Host(s) Diagnostics, The database Services Radv Launcher (RADVL) Radv Launcher (RADVL) is the service in charge of starting instruments, host(s), automations & diagnostics tasks and optionally Remisols themselves. It holds a central role in the Remisol Advance implementation. Remisol Advance will install the service with its Startup Type set to Automatic. Launching Radv monitor The Radv monitor utility may be started in 3 different ways: Start menu > All Programs > 10-Radv monitor Start menu > All Programs > Remisol Advance > Radv monitor C:/Remisol directory > Radv_Monitor, Day 1 Rev. C (June 2015) 49 of 54 Beckman Coulter Professional Development

54 Radv monitor interface By default the Radv monitor interface will open up on the Remisol tab. The screen is split into 3 parts: Button bar tab buttons, provide access to the various tabs; each is dedicated to monitoring / controlling a specific type of device or system software component List of devices (left panel) depending on the tab selected, will display all corresponding devices on the network Details (right panel) will provide details on the specific item selected in the left panel list; it will also allow interaction, through buttons and options, with the device 50 of 54, Day 1 Beckman Coulter Professional Development Rev. C (June 2015)

55 Remisols tab Instruments tab Automations tab Tab buttons Hosts tab Database tab Services tab Reset All button - The Reset All button is used to restart all Remisols (software) and Radv launchers on the network.., Day 1 Rev. C (June 2015) 51 of 54 Beckman Coulter Professional Development

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57 RADV MONITOR SKILL CHECK 1. Who is allowed to launch Radv Monitor? 2. Match the Radv Monitor tab icon to its title. A. B. C. D. E. F. Database Services Instrument(s) Automation Remisol(s) Host(s) 3. What is the difference between the following Start types? Manual Start Auto Start 4. If production cannot be stopped and it is not possible to Reset All, it is possible to: Restart, Day 1 Rev. C (June 2015) 53 of 54 Beckman Coulter Professional Development

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59 COURSE GUIDE DAY 2 RULES AND SYSTEM CONFIGURATION Day 3 Basic Setup & Programming Day 2 Rules & System Configuration Day 1 Basic Operations, Day 2 Rev. C (June 2015) 1 of 38 Beckman Coulter Professional Development

60 PERSONAL PROGRESS SUMMARY Rules & System Configuration Modules Parameter & Profile Definition Comments &Tag Definition Date Initials Facilitator Page# Rules 15 Manual Diffpad 29 Practice of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

61 OBJECTIVES PARAMETER AND PROFILE DEFINITION At the completion of this module, you will be able to: Define a new Parameter Define Profiles Define Priorities and Instrument codes Define Host codes Why is it important? System Administrators for the Remisol may need to define a new test. In addition, determining the laboratory s requirements for parameters are a vital part of the installation process. Identifying parameter requirements will be a factor in the smooth installation of the Remisol Advance. Resourses Remisol Advance Help, Day 2 Rev. C (June 2015) 3 of 38 Beckman Coulter Professional Development

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63 INFORMATION/PRACTICE SECTION - FACILITATOR DEMO Parameter definition A test is identified as a Parameter in the Remisol Advance. To define a new parameter in the Remisol Advance, the system administrator must ensure that all test information is provided as well as communication parameters for the test. This would include: Parameter Definition Parameter code Parameter Abbreviation Parameter Name Measuring Units Decimal Places Sample Nature Sample Type Delta Check Formulas Reference and Validation Rules Rules (Used to trigger actions based on conditions) Parameters can be defined for manual tests or calculated tests. Parameter Communications Successful communication requires: Host Setup identifies Interface Type with the host Instrument Setup assigns Interface Type to the specific instrument(s) Instrument Code Use to identify communication of parameter(s) between the Host and Remisol Advance Assign code to same interface type identified in Host Setup Use to identify communication of parameter between Remisol Advance and the Instrument Assign code to interface type identified in Instrument Setup used between the Remisol Advance and the Instrument Parameter codes are supplied with the instrument, Day 2 Rev. C (June 2015) 5 of 38 Beckman Coulter Professional Development

64 Priorities Priority is used to define how Remisol Advance manages the feasibility, the assignment and download of a parameter or a profile to a specific instrument or group of instruments Priority 1: The parameter is compatible with the instrument or group; Remisol Advance automatically assigns and downloads this parameter to the instrument if possible Priority 2: The parameter is compatible with the instrument or group; the parameter can be downloaded after a host query, or manually (assigning and downloading have to be done manually or by rules) Priority 9: The parameter is NOT compatible with the instrument or group; it cannot be downloaded, but results can be received from the instrument (if the instrument code exists) Parameter Communication Host Remisol Instrument 1. Host Setup identifies Interface Type between Host and Remisol 2. Host Code (defined in Instrument Codes Setup Menu) identifies parameter transmission code 1. Instrument Setup identifies Interface Type between Remisol and Instrument. 2. Instrument Code (defined in Instrument Codes Setup Menu) identifies parameter code. 3. Requires Priority assignment to determine which instrument(s) to download and download type Note: To view this data select Environment Priorities and Instrument Codes 6 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

65 Changing Parameter and Profile Display Order Facilitator Demo The Parameter and Profile Display Order window is used to change the order in which parameters and profiles are displayed on screen. Step Action From the menu bar, select Environment then select Display Order to open the Parameter and Profile Display window. Select a parameter or profile in the Initial Order box to move it to the Final Order box. Repeat step 2 to continue moving parameter over. Note: If you moved the wrong parameter over select it again to move it back. Using a patient Sample Report from the DxH 800, move parameters over to correspond with the layout. 5 Repeat steps 2 and 3 for the profiles in any order you choose. 6 Select the save icon from the Toolbar to save your changes. 7 From the menu bar, select Configuration Profile Definition. 8 From the Profile Configuration window, select the drop down arrow to the right of Profile Code: and select HEM_PROFILE. 9 View the parameters that are included in a HEM_PROFILE., Day 2 Rev. C (June 2015) 7 of 38 Beckman Coulter Professional Development

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67 COMMENTS AND TAG DEFINITION OBJECTIVES: At the completion of this module you should be able to: Define Comments Define Tags Apply comments and tags to requests Why is it important Customizing comments and tags will allow you to easily identify samples or results that require operator attention. Resources Remisol Advance Help, Day 2 Rev. C (June 2015) 9 of 38 Beckman Coulter Professional Development

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69 INFORMATION/PRACTICE SECTION Tag Management The management of tags was improved in Remisol Advance. In the previous versions, the user could merely tag or untag requests, samples or patients. Now the user can define custom tags which can be used with requests and samples. Step Action 1 Select Configuration from the Menu Bar and then select Tag Definition. 2 In the Tag name field type Path review. In the Comment Field type Further review of results required. 3 Note: this is an optional field. 4 In the Colors in the lists box choose Custom colors radio button. 5 Change the Background color to the color of your choice. 6 If needed, change the Text color to black. 7 Select the check box for Bold and deselect any other options. 8 Select the save Icon from the Toolbar. 9 Close the Tag Configuration window. 10 Select Configuration from the Menu Bar and then select Tag Definition. 11 In the Tag name field type ER. 12 Select the save Icon from the Toolbar. 13 Close the Tag Configuration window. 14 Exit and Restart the Remisol Advance software., Day 2 Rev. C (June 2015) 11 of 38 Beckman Coulter Professional Development

70 Defining Comments This option allows the user to predefine technical comments or interpretations. Also, these may be categorized so that they are displayed only where required. The comment abbreviation can be used as a shortcut to enter one or more technical comments or interpretation in the Comments window for a patient. Note: These are known as Result level (interpretation) comments and Run level (technical) comments Step 1 Action From the menu bar select Configuration then select Comments Definition to open the comments configuration window. 2 In the Abbrev. column, type CLT. 3 In the Name column type in Sample clotted Select the category in which you want the abbreviated comment to appear. For this exercise choose Technical (Tech.). Select the save made. icon from the toolbar to save the changes you In the Abbrev. column, type QNS, then in the Name column type Quantity not sufficient. Select the Tech checkbox and then select save toolbar. from the To simulate an LIS download, on the LIS & Instrument Simulator desktop, double-click on the PowerSimu icon, then doubleclick on R2000 LIS DWNLD and then single-click on samples 1305 and To simulate an LIS upload, on the LIS & Instrument Simulator desktop, double-click on the PowerSimu icon, then doubleclick on R2000 DXH 600/800 and then single-click on samples 1305 and From the Request List, double-click on sample 1305 and then select the Comments icon from the toolbar. 12 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

71 Step 11 Action Under Technical Comments, select Choose and double-click on the technical comment of your choice. 12 Save the comment by selecting the save icon and on the next screen select the save icon again Below the tabular area on the left side of the result screen, check the Tagged checkbox and click on the drop down arrow and choose Path review. Select the save icon from the toolbar and close the request., Day 2 Rev. C (June 2015) 13 of 38 Beckman Coulter Professional Development

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73 OBJECTIVES At the completion of this module you will be able to: RULES Identify Rule Definitions Explain common uses for rules Differentiate between types of rules Define Rule Validation Identify conditions and actions for predefined rules Modify a rule Create a Rule for critical samples utilizing the Messages List Utilizing Played Rules Why is it important? Rules help you to manage results and increase efficiency in the laboratory. New rules must be validated to ensure quality before the rule can be applied in the laboratory. Utilizing the rule features will enable you to configure the Remisol Advance to autovalidate results, add messages and comments, utilize delta checking, utilize reflex testing, and perform other automatic additions/ checks. Resources Remisol Advance Help, Day 2 Rev. C (June 2015) 15 of 38 Beckman Coulter Professional Development

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75 INFORMATION/PRACTICE SECTION Rules Overview Rules are formulas that are designed to trigger specific actions. Some examples of how rules can be used are listed below: Automatically validate a result Convert results using a formula Calculate a parameter Trigger a message Order a test Add a comment to a request/result The Remisol Advance generally uses the following format for rule writing: IF this condition exists, THEN this action will happen or ELSE this action will happen. The condition builds the rule for the IF portion and the action builds the rule for the THEN or ELSE portions. Using AND or OR within a rule can be used for multiple conditions. If AND is used, both conditions must be met for the action to be performed. Using OR means at least one of the conditions will result in an action. Rules fit into three categories: Download Rules - Requests received from the LIS Parameter Rules - Rules based on single parameters Upload Rules - Actions based on a single parameter or group of parameter results Download Rules Download Rules generate actions based on requests received from the host. Download rules may be used to automatically add new tests to a request, delete requested tests, or notify the user to review something on the request. Some examples of download rules are: Add a test to specific type of order: Add CBC when a Retic only is ordered Change sample priority: If sample received from ER, make priority STAT, Day 2 Rev. C (June 2015) 17 of 38 Beckman Coulter Professional Development

76 Parameter Rules Parameter Rules generate actions for an individual parameter (test). Parameter rules may be used to auto validate results, check a result against a delta check formula, add a comment, or modify a result. Some examples of parameter rules are: Generate a message if a delta check fails: IF HGB delta check fails, add comment: Failed Delta Check Modify a result: IF manual comment contains Anisocytosis Slight, Then report SLT Upload Rules Upload Rules generate actions based upon results received from instruments. Upload rules may be used to add a reflex test, add a calculated parameter, display a message, validate a result, stop rules processing or change tube status to a STAT. Some examples of Upload Rules are: Validate a result if it falls within the validation range: If HGB is within validation range, validate result Order a reflex test if result greater than critical limit and reflex test not previously ordered: If only CBC was ordered and WBC <=2.0 or >=30.0, then reflex DIFF Important Information about Rules A Rule may involve a parameter, reference limit, validation limit, delta check, patient age, sex, doctor, location, comment, etc. Rules are applied from the first Rule to the last, in the order that the rules are listed The rules are played in the following order: 1. Download Rules 2. Parameter Rules 3. Upload Rules Note: Use the server when accessing the test database. All communication between systems (LIS, Remisol Advance/EQC and Instruments) is stopped when using the test database. 18 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

77 Rules Validation Each laboratory is responsible for validating all rules for their laboratory setting, patient population and requirements Rules are evaluated in a test database to avoid alteration of the Remisol production database Rules should not be activated in the live environment until tested in the testing environment Once rules are defined they are validated using the following process: Production Database (Live Environment): 1. Rules are written but not activated 2. Patient requests that will be used to test the rules are manually requested 3. Representative data to test the rules at the decision points are input into the manually programmed requests 4. Export results to a file accessible in the testing mode Test Database: 1. Switch to the Test Database 2. Activate the rule(s) for testing 3. Import manually entered results into the test database 4. Print rules report and review to verify appropriate actions 5. Modify the rule(s) if necessary and repeat testing Note: The Test Database configuration can be save and then loaded into the Production Database Production Database (Live Environment): 1. Return to the Production Database 2. Activate the new rule(s) or load the test database configuration 3. Save the new configuration 4. Delete manually entered requests, Day 2 Rev. C (June 2015) 19 of 38 Beckman Coulter Professional Development

78 Creating a Rule Do on the Server Step 1 Action Select Configuration from the Menu Bar then select Parameter Definition. 2 Select WBC from the Param. Code drop down box. 3 Select the Rules button to open the Rule for WBC box. 4 Select the New button. 5 6 Enter Perform manual diff in the Name field for the Rule name. From the drop down list in the Condition box, select Into the validation range. 7 Choose the check box for reverse the condition Select the Add button. Note: The rule should look like this: (NOT(InValRange(WBC))) in the IF box. From the Actions drop down box choose Display Message then type Perform manual diff in the text box. Note: the text box will not appear until the action Display A Message is chosen. Select the Add button. Note: The message should look like this MSG(Perform Manual Diff) in the Then box. 11 Select the green check mark. Note 12 Important: For v1.8, DO NOT activate the Rule at this time. Select the save button on the toolbar. Note 1: Before the rule can be activated, it needs to be tested in a test environment. This is applicable to v1.6 and v1.8. Note 2: Only for v1.7: The rule must be activated before testing. 20 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

79 Testing Rule Step 1 Note Action Select Configuration Parameter Definition Param Code: WBC Reference & Validation Ranges Default Validation Range to verify the lower and upper validation range for WBC. Use values outside the ranges above to test the rule. Manually program a new request by selecting New Request from the toolbar. Enter 0001 and select the Enter key on the keyboard. Select Yes to the popup window, No such person exists. Create a new demography?. Put the cursor in the Last Name box and type RULES TEST and then select the Enter key on the keyboard. Double click on the parameter WBC. You will see WBC is now in the Summary box on the right side of that screen. 6 Select the green check mark. 7 8 In the Sample ID Assignment box, enter LOW and then select the green check mark. Select save from the toolbar. Type 0001, for the next sample, select Enter and then select the green check mark as this demographic has been created in step 4. Repeat steps 5 to 8 to enter the rest of the information Patient ID Last Name Sample ID Test 0001 Rules Test LOW VALID WBC 0001 Rules Test HIGH VALID WBC 0001 Rules Test HIGH WBC After completing these 4 entries, close the Request sheet window. From the Request List, select the first Sample ID Low to input results. 11 Right click on the test name WBC., Day 2 Rev. C (June 2015) 21 of 38 Beckman Coulter Professional Development

80 Step Action 12 Select Add Manual Run from the pop-up window. 13 Select the result cell to the right of Downloaded. 14 Manually enter the numeric result 2.9 for the WBC result and then press Enter on the keyboard. 15 Select the Save icon from the toolbar Select Yes to the prompt Do you confirm that entered values are correct. Select the Next Request button on the Toolbar. Repeat steps 5-11 for each Sample ID you requisitioned. 18 Use the table below for the rest of the requests: WBC Sample ID Numeric Value Low Valid 3.0 High Valid 20.0 High Close the last request. Exporting Results In order to test results in the testing mode, requests (sample results) need to be in a file that is accessible in the testing mode. Step 1 Action Using the Request created in the previous exercise open the first request, (Sample ID LOW) to be exported 2 Right click the mouse. 3` 4 Select Export Selected Sample to File. On the left side of the Save As window, select Libraries Documents. 22 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

81 Step Action 5 Enter the Sample ID Low as the file name. 6 Select Save. 7 Select the Next Request button on the Toolbar. 8 Repeat steps 2-7 for each Sample ID you requisitioned. 9 Close the last request. Switch to Testing Mode Testing a rule must be done on the Server Step Action 1 Select Environment from the Menu Bar. 2 Select Mode: Rules Validation. 3 Select Switch in Test Mode. 4 Enter (TestDB) in the Switch to: field. Note 5 6 You can assign a new name or select a test database name of a previously saved database on the drop down list. Leave the Database files destination folder area with the default selection. Optional area: Select Export current dictionary (overwrite test database) option to create a dictionary. 7 Select OK. 8 9 Select Yes to the pop-up message: This function can take few minutes. Instrument should be in standby. Do you want to continue?. Select Yes to the pop-up message: Remisol must be restarted.do you want to stop Remisol now? 10 Select the Remisol icon on the desktop to enter the Test Mode., Day 2 Rev. C (June 2015) 23 of 38 Beckman Coulter Professional Development

82 Step Action On the Top of the screen it will state you are in the Remisol Advance (Rules Testing). Activate the rule created earlier refer to the exercise Creating a Rule page 20 if needed. Note: You do not need to exit and restart this time. Import Results in Test Mode Before beginning the actual testing of rules created, results need to be imported into the testing environment. For Classroom purposes we will use the results we exported earlier using the steps below: Step Action 1 Select Environment from the Menu Bar. 2 Select Mode: Rules Validation. 3 Select Import Data. 4 5 Select Import from files button from the Rules Testing window. Select the file name(s) from the saved locations. Note: to select multiple files hold down the [Ctrl] key while selecting the file names. 6 Select Open. 7 In the Select Steps window select the following checkboxes: Play rules on imported samples Print requests after rules was played Export request after rules was played Export/print rule trace Note: You can select the Delete all data from the database checkbox to purge the database. 8 Select OK. 9 Select OK to the pop-up message: Data exportation done. 24 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

83 Step Action 10 Close the Rules Testing window Review the reports generated and determine if the rules passed or failed. Correct and retest your rule if it did not demonstrate correct behavior. Ask the Facilitator to discuss possible solutions. When finished with all testing, exit the Testing Mode by exiting and restarting the Remisol Advance software. 14 Modify the rule if necessary and then activate the rule. 15 Delete all of the requests manually created to test rules, by selecting the sample and selecting the Trashcan (delete) button from the Toolbar., Day 2 Rev. C (June 2015) 25 of 38 Beckman Coulter Professional Development

84 Messages List The Messages List window gives a concise list of all messages created by extended rules for all current (non-archived) requests. One of the primary uses of the Messages List is to notify the operator of critical results. Other types of messages may also be triggered by rules. Since critical results appear in the Messages List, it is the first list you would use to review results. This will ensure that critical results are acted upon first. Messages List Filter The message filter window is used to modify each display filter. The filters allow the user to specify which messages to display in the message list window. You can select one or several of the follow filters: Display the messages for requests that have not been reviewed (message will then disappear after the requests are reviewed) One or several of the instruments that generate the results Step Action From the toolbar, select the Messages List icon and move that box to the lower right quadrant of the Client Zone. Right click anywhere in the Messages list box and select Filters Modify and change the name from Default to Critical results. Check the checkbox for Show only messages not reviewed and select the DxH 800 only so it is backlit in blue. 4 Under Tab color change the background color to red. Note 4 The (*) beside the Message generated by rules header on the title bar allows the user to know a filter is currently set. This will appear for any filters (Samples and Request Lists). To simulate an LIS download, on the LIS & Instrument Simulator desktop, double-click on the PowerSimu icon, then doubleclick on R2000 LIS DWNLD and then single-click on Hem Patient Batch. To simulate an LIS upload, on the LIS & Instrument Simulator desktop, 5 double-click on the PowerSimu icon, then double-click on R2000 DXH 600/800 and then single-click on samples What message is posted in the Messages List? 26 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

85 Played Rules Facilitator Demo When entering results, a quick check to determine the rules that were evaluated and if they passed or failed (condition requirements) can be performed by clicking the right mouse button on the result and selecting Played Rules from the contextual menu. Rules that display green with a status of Passed indicate that the rule was evaluated and all conditions were present and the action was performed. Rules that display in red with a status of Failed indicate that the rule was evaluated and the conditions were NOT met, so no action was taken. This does NOT indicate the rule is configured incorrectly, rather the conditions of the rule are not present. Rules that display in purple indicate the rule does not have enough information to evaluate. This indicates a rule that may not be configured correctly., Day 2 Rev. C (June 2015) 27 of 38 Beckman Coulter Professional Development

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87 MANUAL DIFFPAD OBJECTIVES At the completion of this module you will be able to: Configure users in the Diffpad Configure setup for the Diffpad Utilize comments as morphology Why is it important? The manual DiffPad can be used when a manual differential is required directly from the Remisol Advance console. Resourses Remisol Advance Help, Day 2 Rev. C (June 2015) 29 of 38 Beckman Coulter Professional Development

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89 Information/Practice Section If you are using a hematology instrument, you can carry out a manual diff directly from the Remisol Advance console. You can access this screen by selecting the Desk / Manual count menu, or pressing CTRL+K from the request sheet, or by clicking on the microscope toolbar button. Diffpad Configuration Facilitator Demo The Hematology Standard Dictionary contains a DiffPad with cell types already defined. This can be used as is or edited for the cell types you want to use. Before you can add a user to the DiffPad configuration, the user must be defined in Remisol. The Diffpad is setup through the following path: Start All Programs Remisol Advance Intranet Advance Remisol Advance Login: and Password. Performing a manual diff using Remisol Diffpad Step 1 2 Action To simulate an LIS download, on the LIS & Instrument Simulator desktop, double-click on the PowerSimu icon, then double-click on R2000 LIS DWNLD and then single-click on Hem Patient Batch. To simulate an LIS upload, on the LIS & Instrument Simulator desktop, double-click on the PowerSimu icon, then double-click on R2000 DXH 600/800 and then single-click on samples 1300 and 1303., Day 2 Rev. C (June 2015) 31 of 38 Beckman Coulter Professional Development

90 Step 3 4 Action Open the request for Patient ID 1300 from the Request List and select the Manual Count (Diffpad) Button from the toolbar. IMPORTANT NOTE: Single click the manual diff icon one time from the toolbar. Perform a manual diff entering the cells identified in the table below: Cell Number Segs 65 Bands 1 Lymph 14 Mono 10 Eos 5 Atypical Lymphs Or, you may enter the 100 cell diff of your choice. To enter morphology, you may select either the drop-down arrow for Comments or select the Choose button. If the Choose button is selected, double-click on the morphology of your choice. When the diff is complete, select the save icon. 32 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

91 PRACTICE OBJECTIVES At the completion of this module, you will be able to: Create a Parameter Rule Create a rule for critical samples Create a delta check Why is it important? System Administrators for the Remisol may need to define rules. In addition, determining the laboratory s requirements for rule validation is a vital part of the not only the installation but for the future. Resourses Remisol Advance Help, Day 2 Rev. C (June 2015) 33 of 38 Beckman Coulter Professional Development

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93 PRACTICE EXERCISES EXERCISE 1: CREATE A PARAMETER RULE Step Action Select Configuration Parameter Definition, click on the down arrow 1 in Param. Code and select WBC. 2 Select Rules New and in the Name field type WBC Critical. Select the down arrow next to Condition, scroll down and select Test 3 result. WBC will be populated in the next box. 4 In the next box select < and then in the next box type 2.0. Click Add. Select the Or radio button and then repeat step 3 and select > and then 5 type in Click Add. In the IF condition text box, manually type.value after the word WBC for 6 both conditions. The condition will now read: (WBC.Value<2.0) OR (WBC.Value>50.0) Select the drop arrow under Actions and select Add a comment 2 and 7 type Critical into the text box. Select Add. 8 Add another Action, select Add a comment 2, type CNV and select Add. Add another Action, select Display a message, type Critical result and 9 select Add. 10 Enable the rule by checking the This rule is active checkbox. 11 Select the green check mark and then select the save icon to save the rule. The Rule will read: 12 IF (WBC <= 2.0) OR (WBC >= 50.0) THEN COMMENT2(Critical); COMMENT2(CNV); MSG(Critical result), Day 2 Rev. C (June 2015) 35 of 38 Beckman Coulter Professional Development

94 EXERCISE 2: CREATE A PARAMETER RULE Step Action Select Configuration Parameter Definition, click on the down arrow 1 in Param. Code and select PLT. 2 Select Rules New and in the Name field type PLT Non-numeric. Select the down arrow next to Condition, scroll down and select Test 3 result. PLT will be populated in the next box. 4 In the next box select = and then in the next box type NULL. Click Add. In the IF condition text box, manually type.value after the word PLT for 5 the condition. It will read (PLT.Value = NULL) Select the drop arrow under Actions and select Add a comment 2 and 6 type CNV into the text box. Select Add. To add another Action select Add a comment 2, type Integrity check 7 and select Add. 9 Enable the rule by checking the This rule is active checkbox. 10 Select the green check mark and then select the save icon to save the rule. The Rule will read: 11 IF (PLT.Value = NULL) THEN COMMENT2(CNV); COMMENT2(Integrity check). EXERCISE 3: CREATE A COMMENT RULE Step Action Select Configuration Parameter Definition, click on the down arrow 1 in Param. Code and select NE%. 2 Select Rules New and in the Name field type Manual Diff. 3 Select the down arrow next to Condition, select Search in comment. 4 In the next box select Suspect Flags. In the next box select Contains. In the next box select Left Shift. Then select Add. 5 Note: You may select Or and select other Suspect Flags, for example Imm. NE 1. Remember to erase the number 1 in the IF box. 36 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

95 Step Action Select the drop arrow under Actions and select Add a comment 2 and 6 type DNV into the text box. Select Add. 7 To add another Comment2, type Perform manual diff and select Add. 8 Enable the rule by checking the This rule is active checkbox. 9 Select the green check mark and then select the save icon to save the rule. The Rule will read: 10 IF (HEM_SUSPECT Contains Left Shift ) OR (HEM_SUSPECT Contains Imm.NE ) THEN COMMENT2(DNV); COMMENT2(Perform manual diff) EXERCISE 4: CREATE A DELTA CHECK FORMULA Step Action Refer to User Guide Configuration Parameter Definition, scroll down to Delta Check and read this section. Select Configuration Parameter Definition, click on the down arrow in Param. Code and select HGB. In the Delta Check box, and using the formula from Example 1 in the User Guide as a reference, write a formula whereby R1-R2 is not greater than 2.0 with a Validity of 2 days. Select Test and in the Formula Testing box, enter 13.0 for R1 and 11.0 for R2. Select Test and the Result should be which indicates a Fail. Note: A Pass is indicated by , Day 2 Rev. C (June 2015) 37 of 38 Beckman Coulter Professional Development

96 NOTES FOR RULE WRITING 1. When a rule contains a result#, add.value after the parameter HGB.Value< Do not use punctuation in comments; 9( (., () ) 3. Use only specific short comments and do not get too wordy 4. Comment goes to the LIS and Comment2 stays in Remisol for Actions 5. For Comment2 use Review Slide, Scan Slide or Manual Diff. A rule will be written later that plays off these comments 6. When using OR and AND in a Rule, must use double parantheses, for example ((HGB.Value,12.0) OR (HGB.Value>20)) AND (Age=365) Note: If using the Rules Wizard, it will provide the correct syntax, i.e. the parentheses ( ). 7. Download Rules: Received from the LIS. These rules are used once they are received from the LIS. Download Rules can be used for adding a test, deleting a test or warn the operator that something needs to be reviewed Parameter Rules: Stops results from going to the LIS. They can be used to add/suppress instrument parameter automatically or warn the operator of something abnormal by displaying messages Upload Rules: Go to the LIS. These rules are used once results are received from the instrument. Upload Rules can be used for reflexes, reruns, add other instrument tests or add a calculated parameter. 38 of 38, Day 2 Beckman Coulter Professional Development Rev. C (June 2015)

97 COURSE GUIDE DAY 3 BASIC SETUP AND PROGRAMMING Day 3 Basic Setup & Programming Day 2 Rules & System Configuration Day 1 Basic Operations, Day 3 Rev. C (June 2015) 1 of 34 Beckman Coulter Professional Development

98 PERSONAL PROGRESS SUMMARY Basic Setup & Programming Modules Date Initials Facilitator Page# Users Setup 4 Report Setup 5 Database Management 7 Saving Configuration 21 Programming Functions 25 2 of 34, Day 3 Beckman Coulter Professional Development Rev. C (June 2015)

99 SYSTEM CONFIGURATION OBJECTIVES At the completion of this module, you will be able to: Create new users Create a Report Header Why is it important The system configuration allows laboratories to define user access and a report header if it is your laboratory protocol to print reports. Resources Remisol Advance Help, Day 3 Rev. C (June 2015) 3 of 34 Beckman Coulter Professional Development

100 INFORMATION/PRACTICE SECTION Users Setup Different levels of access/privileges may be defined for different individual users. Only users with system administrative privileges can define new users. Step Action 1 Select Environment from the Menu Bar then select Users Setup. 2 From the Users Setup submenu, select Access Rights. 3 From the Users pop-up window select New. 4 In the Your password field type in session. This is the password for the administrator currently logged in. 6 Create the following users and privileges. Note: Passwords can be up to 25 characters. User Name Password Allow Access to: Input manual results User 1 Dorothy Gale Oz Manual validation User 2 Clark Kent Superman Administrator 7 Move the desired access privileges from the Access Denied box to Access Allowed box by single clicking the privilege. 8 Select the green check mark to save the settings. 9 Select End to exit the Users window. 10 Select Ctrl+B or Environment Lock Station to log off. 11 Log back on using sysadm/session. Note For the Manual Diffpad, users need to setup in Remisol first, then in the Diffpad. 4 of 34, Day 3 Beckman Coulter Professional Development Rev. C (June 2015)

101 Changing Report Header The report header allows for laboratories to define header information for patient and quality reports to be printed. Please note that Remisol Advance also prints the laboratory name as defined in the PMF license file at the bottom of the page. Step 1 Action From the menu bar select Environment Report Setup Report Header to open the Report Header Setup window. Create a Report Header using example below: Line One: Hospital Name 2 Line Two: Hospital Address Line Three: City, State Line Four: Contact Name Line Five: Contact Number 3 Select the green check mark the window. to save your changes and close Note: The Cancel button will close the window without saving changes. 4 Close the Remisol Advance software by selecting the bar. on the title Note When changes are made to the Environment, the Remisol Advance software needs to be restarted., Day 3 Rev. C (June 2015) 5 of 34 Beckman Coulter Professional Development

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103 OBJECTIVE At the completion of this module you will be able to: DATABASE MANAGEMENT Manually archive results Set up the Remisol Advance to automatically archive Back Up archive to external media Restore archive from external media Configure Automatic Export Why is it important? The Remisol Advance will operate more efficiently and quickly when the database is properly maintained. When the database contains too many current requests the Remisol may exhibit performance issues. Maintaining archived records will ensure the patient records are available for delta checking and easy retrieval. Backing up archives allows for long term storage and result traceability to an instrument. Resources Remisol Advance Help, Day 3 Rev. C (June 2015) 7 of 34 Beckman Coulter Professional Development

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105 INFORMATION/PRACTICE SECTION Database The Remisol Advance database consists of both Current Requests (nonarchived) and Archived requests. The amount of data stored in the database should be maintained by deleting and/or archiving requests per the laboratories protocol. LIS functionality may contribute to the decision on how to manage data. Current Requests Current requests should be archived or deleted at least once a day Current requests can be manually archived or deleted Deleting current requests removes them from the database and CANNOT be restored. The system can also be set up to either automatically archive or delete requests based on: After a specified number of days (deleting) or time (for archiving) Upload to host Archived Results Archiving current request allows for: Delta Checking current results are compared to the last archived result Easy retrieval to review previous results Multiple runs of the same Sample ID can be archived (reruns) Previous results traceability, i.e. who validated, QC Status Reruns can be requested from an archived request, Day 3 Rev. C (June 2015) 9 of 34 Beckman Coulter Professional Development

106 Archive Information Archived requests have additional information stored with each result. This information can be used to identify result information as well as validation, instrument, and reagent traceability. The information is accessed from the result cell of the request. The following table describes each of the items in the Archive Information window. Field Flag Description Sample ID _ Sample ID of result Sample Modification (sample flag) M Sample ID was manually changed Stat (patient flag) S Stat request Validation (result flag) V v Result validated automatically Result validated manually Result Flag (result flag) M C U D Result manually entered or edited Calculated result UPC result Dilution factor applied to result Delta check (result flag) D X Result passed delta-check Result failed delta-check Send to host Result sent to host H (result flag) Number of result _ Number of results Source _ Instrument the result was run on Dilution factor _ Remisol Advance dilution factor Reagent(s) _ Serial number of the reagent used Reagent lot Lot number of the reagent used _ number Validated by _ Person who validated this result manually Received on _ Date and time of reception EQC status flag: White: No protocol defined no data available EQC Status (Optional Module) _ Green: No Mistakes Yellow: Blocked results or Time-Out Red: Protocol in error 10 of 34, Day 3 Beckman Coulter Professional Development Rev. C (June 2015)

107 Archived Patient Results Archived Request Management Archived requests should be either deleted or stored offline to maintain database efficiency. Archived requests can be manually deleted or set up to automatically delete after a specified time. Deleting archived requests removes them from the database. Deleted requests/results cannot be restored. Backup archives to external media (flash drive or CD) for offline storage. Data can be restored to the archive database from the external media for traceability purposes., Day 3 Rev. C (June 2015) 11 of 34 Beckman Coulter Professional Development

108 Archive Maintenance Remisol Advance V1.5 Database Capacity NOTE: Assumes data base is on the T310 Server Number of Archive Days to Keep: Hematology (No Graphics Stored) #Tubes/day* Tests/day Maximum Number of Archive days *Assumes 26 tests/tube, 2 technical comments per request and 13 results Comments or run comments. Number of Archive Days to Keep: Hematology WITH Graphics #Tubes/day* Tests/day Number of Archive days to keep *Assumes 26 tests/tube with graphics, 2 technical comments per request and 13 result comments or run comments, 3 histograms and 2 scatterplots 12 of 34, Day 3 Beckman Coulter Professional Development Rev. C (June 2015)

109 General Setup For automatic archiving and deletion, from the Menu Bar select Environment then General Setup. Automatic Export From Remisol Advance 1.8, a new functionality was added to automatically back up the latest archives, those that have not been backed up already (via the General setup option). This can be set up via the Archives Automatic export menu, this will bring up the Automatic Archive Export Setup window., Day 3 Rev. C (June 2015) 13 of 34 Beckman Coulter Professional Development

110 Manually Archive Requests Step 1 2 Action Select Archives from the Menu Bar then Archive Current Request(s). Select Yes on the message window to open the Requests Archiving window. 3 Select All radio button in the Archive Requests area. 4 In the From box, type in the date from 7 days ago. 5 In the To box, type in yesterday s date. 6 Choose the following Checkboxes: Archive Graphs Archive only validated requests Leave all other checkboxes deselected. 7 In the Instrument box, select DxH Select the green check mark to save changes. At the message: This action will destroy all patient demographics which have no results. Do you want to continue? Note: Keep check box selected for Keep Monitor-It patients and data and then select Yes. 10 At the message Database Purged Select OK. 11 Close the Request Archiving window. 14 of 34, Day 3 Beckman Coulter Professional Development Rev. C (June 2015)

111 Creating a Backup of the Archives Step Action 1 Ask your facilitator for external media for performing the backup. 2 3 Select Archives from the Menu Bar then select Save to open the Save Archive window. In the Patient ID field put in a * (wild card) and leave all other fields corresponding to patient information blank. 4 In the From field type in the date from 7 days ago. 5 In the To field type in yesterday s date. 6 Select Extract. 7 Select Select All. 8 Select Save. 9 On the left hand side of the Save As window under Computer select the appropriate drive. 10 For the File Name: type Practice Backup and today s date 11 Select Save. 13 Note Select No at the prompt asking if you want to delete archives after performing backup. Selecting No is for class room purposes only. Laboratories may choose to delete the archives once they have been backed up. Selecting Yes to the prompt gives the message This action will destroy all patient demographics which have no results. Do you want to continue?. 14 Close the Save Archives window. 15 Remove the media and save it for another exercise later., Day 3 Rev. C (June 2015) 15 of 34 Beckman Coulter Professional Development

112 Configure Auto Archive Step 1 2 Action Select Environment from the Menu Bar then Host Setup to open the Host Setup window. In the Host Upload area choose the check box for Archive After Upload. 3 In the field for Defer the archiving or the deletion of, enter 0. 4 Select the save icon from the Toolbar. 5 Close the Host Setup window. 6 Exit and Restart the Remisol Advance software. Restoring Archived Data Step 1 Action Place the external media you used in the Backup Archived exercise into the appropriate drive. 2 Select Archives from the Menu Bar. 3 Select Restore. 4 Select Extract. Note You can restore a specific patient or date range by filling in the appropriate fields. 5 Select Extract from files. 6 Note 7 Select the green check mark. If prompted select Cancel if not using the A drive (floppy disk). Locate the file name to restore. Note: Should be Practice Backup and today s date. 8 Select Open to open the Restore Archives window. 9 Choose Select All. 16 of 34, Day 3 Beckman Coulter Professional Development Rev. C (June 2015)

113 Step Action 10 Select Restore. 11 Select Close. 12 Remove the external media. Result Search from Archive Step 1 2 Select the Previous Results button Action from the Toolbar. Type in the Patient ID or Last Name in the appropriate fields use Patient Name: Margie Smith Patient ID: Press Enter on the keyboard. 4 Select the Patient from the list in the Demographics Search window. 5 6 Select the green check mark. In the Previous results window double click on a result to open the Archive Information window to view additional information stored with the result. Automatic Export Step Action 1 From the Menu bar, select Archives Automatic export 2 Select the drop down arrow to the right of Computer dedicated to the export and select the name of the Server R Select the frequency of your choice. 4 Select the green check mark. Congratulations, you ve finished! Continue to the Skill Check, Day 3 Rev. C (June 2015) 17 of 34 Beckman Coulter Professional Development

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115 DATABASE MANAGEMENT SKILL CHECK 1. Where do you go to set up automatic archiving or deleting of requests after a specified time frame? 2. Archives cannot be saved to external media therefore it is important to maintain the database? TRUE FALSE 3. Results can be manually archived. TRUE FALSE 4. How do you setup Automatic Export?, Day 3 Rev. C (June 2015) 19 of 34 Beckman Coulter Professional Development

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117 SAVING CONFIGURATION OBJECTIVE At the completion of this module you will be able to: Save the configuration Explain the importance of saving the configuration Why is it important This option allows the user to save the current dictionary configuration. The configuration and environment settings saved by this procedure are parameters, profiles, departments, control definitions, instrument setup, host setup, etc. Resources Remisol Advance Help, Day 3 Rev. C (June 2015) 21 of 34 Beckman Coulter Professional Development

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119 Saving the Configuration Step Action 1 Ask your instructor for an external media device. 2 Select Configuration from the menu bar then select Save. 3 Insert external media. Choose the appropriate drive list under Computer on the left side of the Save As box. 4 Leave the file name as the default (yyyymmdd) which should be 5 today s date with a.dic extension. 6 Select Save, when save complete remove external media device., Day 3 Rev. C (June 2015) 23 of 34 Beckman Coulter Professional Development