Presentation on theme: "Title Page programmemanagementsystem KPMD (IT Solutions) Ltd Blades Enterprise Centre, Bramall Lane, Sheffield S2 4SU, United Kingdom telephone: +44 (0)114."— Presentation transcript:
Title Page programmemanagementsystem KPMD (IT Solutions) Ltd Blades Enterprise Centre, Bramall Lane, Sheffield S2 4SU, United Kingdom telephone: +44 (0)114 292 2292 fax: +44 (0)870 705 2655 email: firstname.lastname@example.org w w w. k p m d. c o. u k Software for external quality assessment and proficiency testing organisers. Version 3.0
Easy searching on name etc Login Screen Individual user login for administrator or ordinary user level access. Other security levels can be built in, along with Audit Trails as required. programmemanagementsystem Office based system written using Microsoft Visual basic.Net using a SQL Server or Access database. This system runs on PCs using Microsoft Windows connected together over a local or wide area network.
Participant / Laboratory List programmemanagementsystem Filter displayed records Search options Double-click to view lab records After logging in, the opening screen displays all participants.
Lab – Main Details Tab programmemanagementsystem Main details: main contact, main address, courier, distributor, currency etc Membership Double-clicking displays a participant’s details. Various Tabs across the top of the form displays different details.
Lab – Finance / Registration Details Tab programmemanagementsystem Multiple registration forms Multiple invoices or invoice request forms (for Finance Dept)
Lab – Correspondence Tab programmemanagementsystem Out-going correspondence generated using Word with Word templates and mail merge. Documents stored centrally for future reference. In-coming correspondence scanned and stored centrally as image.
Lab – Queries Tab programmemanagementsystem Multiple queries: complaints, requests for extra samples, unsatisfactory performance, follow-up, appeals etc Query details
Lab – Queries / Actions Tab programmemanagementsystem Multiple actions for each query: eg letter, visit, phone call, investigation etc
Lab – Cohorts Tab programmemanagementsystem For grouping labs / participants into informal groups for reporting purposes
Lab – Meetings Tab programmemanagementsystem Recording attendance of labs / participants at annual conferences, seminars, training courses, meetings etc
programmemanagementsystem Maintain system data eg system users, distributors, currencies, programme prices etc Administration – Lookup Maintenance From the Main Participant List form, an administrator can maintain the various look-up tables.
programmemanagementsystem Update website database using Web Services Administration – Web Services Web Services are used to transfer data from the office system to the website and vice versa.
programmemanagementsystem Various reports generated using Crystal Reports (enabling export to Word, Excel and Acrobat PDF format) or mail merge using Word and Word templates Reports
Batch Processes programmemanagementsystem For batch registration forms and batch invoices / invoice requests To automate the registration process, batch registration/invoices creates all the necessary forms.
To Do List programmemanagementsystem Multiple actions generated from queries The To-Do functionality can be used to record participants’ questions, handle complaints, document requests from participants (eg for extra samples), set reminders, etc. A request or complaint can generate many different actions, each of which can be allocated to different members of staff. This To-Do list will be loaded first when a member of staff with allocated actions logs in.
To Do List – Action Details programmemanagementsystem
Distribution List programmemanagementsystem Filter on Programme, dates etc List of distributions The main screen in the Distribution module is the list of distributions. This can be filtered by Scheme (Test / Programme), or by dates. Double clicking on a specific distribution (row) loads the Distribution Details form.
Distribution Details programmemanagementsystem Distribution detailsAudit trail / key milestones Sample detailsSummary data
Distribution – Main Functions programmemanagementsystem Main Distribution functions: synchronising data with website database using web services, emailing labs about new distribution and reports availability, printing cover letters / instructions, data entry forms, labels, etc, printing picking lists for couriers, participants’ results entry, producing statistics, scoring and distribution reports for printing and as PDF Acrobat files.
Distribution – Results Data Entry programmemanagementsystem Example data entry form: designed to match current forms, quantitative, qualitative and interpretive results, drop-down combo- boxes to select look- up data for methods, machines, techniques etc, mark data input as complete, acceptable late return marker, exclude sample marker, Comments for recording reasons for late return, sample exclusion etc, additional data eg reagent lot number, sample received date, test date etc.
Distribution – Reports programmemanagementsystem Reports: cover sheets to accompany samples, data entry forms, labels for samples and paper reports (for non- web users), picking lists for bagging samples, distribution progress report, distribution results / reports for labs / participants.
Distribution Administration Lookup Maintenance programmemanagementsystem Maintenance of sample data (as required) Also methods, manufacturers, machines, techniques, units etc. From the Main Distribution List form, an administrator can maintain the various look-up tables which are related to distributions. This normally includes Sample data and can include elements of stock control as well as the management of reference materials if this is applicable.
Distribution Administration Method Example programmemanagementsystem Example of Method maintenance where methods can be used across different schemes / programmes
Participant Report Example 1 programmemanagementsystem Participant’s results Distribution Reports can take many formats ranging from simple tabular presentation of results to multiple graphical representations. PT Organisers often like to present results based on different methods, or instruments for comparison purposes. We will replicate your reports in whatever format is required.
Participant Report Example 2 programmemanagementsystem A mix of tabular data and graphical representation
Participant Report Example 3 programmemanagementsystem Various graph types available, usually with a ‘pointer’ to indicate the participant’s own result, ‘Your Result’.
Website Login programmemanagementsystem Website designed to match client’s corporate image with colours, logo, fonts, images etc. Three elements for participants to log in for added security and to allow individuals within a laboratory to have their own login for audit purposes.
Website Programme Selection programmemanagementsystem Scheme selection using drop-down combo box to display list of distributions. Click a row for data entry form and report. Your programmes Status of each distribution shown.
Website Result Data Entry programmemanagementsystem Screen designed to match paper data entry forms if necessary. Buttons to save data, mark it complete (after which it cannot be changed), and download report (when available). Print a blank results form for data entry. Qualitative, quantitative and interpretive result with validation where required. Drop-down combo boxes for methods, units, machines, techniques etc, with validation of acceptable combinations if required.
programmemanagementsystem Website Participant Registration 1 Existing Participants can login and accept or change their existing registration data. New participants select the tests they wish to subscribe to, and if applicable, choose methods, machines etc that they will be using. Some of our clients now use online registration.
programmemanagementsystem Website Participant Registration 2 Existing Participants confirm or change their existing contact details. Participants can have as many contacts as required, default, report, quality manager, finance etc.