1. Fast Draw Techniques SoftTotalQC Reports Showdown: Bang! Bang! Bang!
Based on SoftTotalQC version

2. Understand the various report options and settings available
Objectives
Upon completing this session, attendees will be able to:
Understand the various report options and settings available
Build effective report templates for review purposes, or in preparation for an inspection
Better analyze your reports output, interpret the data, and compare results

3. Agenda Introduction: Benefits of using report templates
General tips for building templates
Statistics Report: Building templates for Lot, QC item and Test category, format report using various options, tips on understating output of the search
Graph Report: Building templates for LJ Graph, customize tables in printed report, format report
Linearity Report and Standard Curve functionality
Equipment Maintenance results: Identifying the right report type to meet your needs
Questions
Patient Correlation Study Report (for reference)

4. Benefits of using report templates
It is a one-time process to build report templates and define desired format options, which ultimately saves valuable time and frustration when pulling routine reports
Templates allow users to easily capture the data that they need, and immediately display data included in the report in a user-friendly and concise format
Predefined report templates can be scheduled to print on regular intervals
Interactive Output provides dynamic reports that allow users to interact with the data and apply various actions to the results, such as Reviews, Comments, and Excluding outlier points from statistics
Separate templates can be created for each Department

5. General Tips For Templates
Search criteria, Format tab options

6. General Tips: Search Criteria
Select only one Date Range criterion and limit it by shorter periods of time
Define Department
Define QC items
Notes:
Options from General Tips may not be available for all report types
If Department is defined it is not necessary to define Location, as each department can be defined on one Location only
If QC item ID is defined it is not necessary to define QC item type
Select Instruments OR Workstations

7. Uncheck unnecessary sections Check radio-button selections
General Tips: Format
Uncheck unnecessary sections
Customize tables
Check radio-button selections
Options from General Tips may not be available for all report types
Excluding sections from report will reduced number of pages saving a lot of paper and time for report review
Customize Grids in order to get best layout
Check radio-button selections in order to display data in appropriate way
Include/Exclude outlier points from calculated statistics
Print actions allows to exclude actions from report, print all actions, print action of selected types, print order or result actions only
Exclude outliers
Check to print actions

8. General Tips: Format Check Result Types
Define Title and Review Comment
Preview report to check applied format
Options from General Tips may not be available for all report types
Result Report qualifies any Result Type
Graph Report qualifies Mean and Range
Statistics Report qualifies Mean, Range, Target, Keypad
Linearity Report qualifies Mean, Range and Target
Always check preview report prior using you template or in order to check option selections
Copy templates to use same format

9. Do not define long date range Do not select same sorting option
Do not create one template for everything in the Lab
Do not leave all criteria not defined
Do not use only the defaults
Do not define all criteria
Do not define long date range
Do not define contradicting criteria, do not define both Order and Result Status
General advice: The smaller report is the easier is data analysis and the faster it will be generated
Split big reports for parts by Lots, QC items, Tests, Instruments or Workstations for better performance
Do not select same sorting option

10. Categories, Templates, Format
Statistics Report
Categories, Templates, Format

11. Remember: changing category will change your format options!
Statistics Report
Remember: changing category will change your format options!
Lot
QC item
Test
Lot Category:
Provides ability to view statistics for selected Lot Record(s), including Lot to Date statistics, month statistics, across lots statistics for the same QC item, statistics for selected date range
Allows to print Mean values graph, SD values graph, CV values graph, Keypad values graph
Include excluded results from statistics
QC item Category:
Provides ability to view statistics for QC item, including calculated Mean, SD, SDI, CV%
Allows to Include excluded results from statistics, combine statistics across multiple lots for QC item and combine statistics for Active and Testing parameters
Test Category:
Provides ability to view statistics for each test for selected date range and before selected date range for comparison,
Allows to Include excluded results from statistics and view SDI warning ranges

12. Tips for defining Search Criteria
Limit report output
Prepare template for
supervisor monthly review
Define Department
Define QC items OR Tests OR Lots according to category

13. Lot Statistics Report
Options Exclude/Include Individual month statistics and SDI warning range are available from TotalQC
ASG (Assigned) - Displays the Mean, SD, CV, SDI and total number of results for Assigned statistics.
LTD (Lot To Date) - Displays the Mean, SD, CV, SDI and total number of results for Lot to Date statistics. Statistics is combined for entire Lot (data are collected starting from date when Lot Record was opened and to date when it is closed/or to current date if lot is still opened).
LMT (Previous Months) - Displays the Mean, SD, CV, SDI and total number of results for Previous Months statistics. Number of months to collect the statistics is controlled by option 'Number of Months for LMT' on the Format tab.
MTD (Month to Date) - Displays the Mean, SD, CV, SDI and total number of results for Month to Date statistics. Statistics for current month is printed in this section.
AML (Across Lots) - Displays the Mean, SD, CV, SDI and total number of results for Across Lots statistics. Statistics is combined for all lots for the same QC Item and analyte. Number of months to collect the statistics is controlled by option 'Number of Months for AML' on the Format tab.
DATE_RANGE - The report will display statistics for the date range (Range From-Range To).

14. Multiple instrument statistics (Controls only) combines statistics for the same test resulted on different workstations (instruments)

15. Lot Statistics for Keypad
Note:
Target type is added to Statistics report in SoftTotalQC

16. QC Item Statistics * Lot Record used for Assigned Mean/SD
*(Asterisk) indicates Lot record used for Assigned/Expected values
Options available from TQC :
Combine multiple Lots statistics of the same QC Item (Across multiple lots)
Combine Testing AND Active results of the same Lot when calculating statistics
Option available from TQC :
Generate QC item Statistics report for Reagents, Panels and Drugs
Print report for 2D results

17. Test Statistics Compare CV
Print separate statistics for active and testing parameters option is available from TotalQC
Number of days prior to selected date range defines period of time prior to selected scheduled date range to calculate statistics
Lot To Date - Displays the Mean, SD, CV and total number of results for entire Lot (data are collected starting from date when Lot Record was opened and to date when it is closed/or to current date if lot is still opened).
Compare CV

18. Standard Curve and Calibration
Linearity Report
Standard Curve and Calibration

19. Standard Curve Resulting: Test Setup Options
Save curve image
Result all calibrators
Grouping time frame for the same Run – result all calibrators within 10 minutes in order to include them in one standard curve
Save Standard Curve Image to SoftMedia option is available from TQC
Assigned values: Maximum axis range and Measured values: maximum axis range options are available from TotoalQC

20. Standard Curve Resulting: Test Setup Options
Accept Curve
History in Result Entry
Validate STD Curve by Slope Range option is available from TotalQC
Number of days of saved curves option is available from TotalQC

21. Linearity Report: Interactive Output
Select Instrument
Curve acceptable?
View result Points

22. Printed Linearity Report
Sign here
Curve acceptable?

23. Categories, Format, Output
Graph Report
Categories, Format, Output

24. LJ Graph Interactive Output
Display Relative view option is available in TotalQC
SSM:SoftTotalQC\Setups\LJGraph\Customization is available in TotalQC and TQC
Customize columns in SSM:SoftTotalQC\Setups\LJGraph\Customization

25. Printed LJ Graph Report

26. Printed Report: Group on One Chart
Compare results
from different
Instruments!

27. Printed Report: Tables Customization
Select columns
and width
Recalculate to adjust
Customization is added in TotalQC , updated in

28. Quick Way To Pull Statistics

29. Equipment Maintenance Reports
Results Report, QC Parameter Tracking & Other Equipment Tips

30. Maintenance Results: What report type is best?

31. Maintenance Record Report
This report
provides a hard copy
of the ENTIRE
Maintenance Record.

32. Maintenance Log Report

33. Report Setup: Maintenance Log Report Template
Print Actions option is available from TQC
Format the report, as desired

34. Maintenance Order: Option 1
Option 1: Resulting Tech must enter a Result Comment for selected Param

35. Results Report Template: Criteria for Selected QC Parameters
Default Category OK
Define Equipment in QC Items
Select QC Parameters of Interest
Qualify Param’s with Comment

36. Results Report Template: Format Tab for Selected QC Parameters
Print only qualifying QC Param’s
Customize tables
Print results (Print all results, Print results for qualifying parameter only) options are available in TotalQC1.0.3
Print actions options radio-buttons are available from TotalQC
Custom Result Grid is available from TotalQC
Unselect unnecessary criteria

37. Results Report: Report Output
Report displays
only selected
QC Parameters
with added Result
Comments!

38. Maintenance Order: Option 2
Option 2: Resulting Tech can bridge to Maintenance Log from the Lot number field to enter an Action

39. Maintenance Record: Maintenance Log
Action added for
specific Param’s can be
quickly referenced from
Maintenance Log

40. Additional Tips: Review Worklists
Consider creating a Review Worklist Template for an Equipment record to view results for the past week by setting the Scheduled Date Range to 7 days backwards.
This will generate a shorter, more manageable worklist from which you can open each order’s details and view results.
From the Review Worklist, the system provides the ability to bridge directly to a
Results Report or an Action Log
Report for those orders selected
within the worklist.
Slide has been updated.

41. Additional Tips: Review Worklists
In addition, separate Review Worklist Templates could be created to only qualify orders that contained parameters generated using a Weekly and/or a Monthly frequency.
This will facilitate quicker review of the maintenance procedures performed between longer intervals of time, without having to weed through all of the daily maintenance results.
Slide has been updated.

42. Additional Tips: Review Worklists
Within a Review Worklist, users can expand the order details to view all results, and check to see if weekly or monthly maintenance was performed along with the daily.*
Slide has been updated.
* Please note: checked check box type results appear as a “1” within the Result column.

43. Additional Tips: RBS Rules
Create RBS rules that will trigger when a specific action is added to an Equipment Maintenance Record Log.
The information included in the message should be:
“Action ID, Equipment ID, and the text entered in the comment section of the action (Action Comment).”
The available action types in the lookup are:
Calibration
Maintenance
Reagent change
Repair
Troubleshooting
Slide has been updated.

44. RBS Rule for Equipment Example
Create an Equipment maintenance management RBS Rule
Define Equipment and Maintenance Action that will trigger the rule to fire

45. Support Task Suggested Information
Describe what do you expect to see on the report
Provide screen shot of your search criteria
Provide screen shot of your Format tab
Provide screen shot or Copy of your report (pdf)
Define SoftTotalQC version and environment (LIVE, TEST, UPG, etc.)
List questions need to be addressed for your report

46. Questions?
TQC Hands-on session:
Thursday 8am-4:45pm
Sand Key Room

47. Patient Correlation Study Report
Interactive Output

48. Patient Correlation Study Report
New category is available for the Comparison Report
Report allows users to compare the results of the same sample run on different instruments or methods and produce various graphs and calculations.
Mean, Range and Delta type results can be used to generate this report
1. An Error Index graph based on the total allowable error defined in Test setup
2. A scatter plot and Youden plot based on 95% confidence
3. Correlation Study summary, Result table
Interactive Output can be saved to SoftMedia and can be added to lot records selected for the report
Report provides:
Functionality was added in SoftTotalQC and updated in SoftTotalQC

49. Patient Correlation Study Report
Reference Result - Result from Reference Order should be printed in this column.
D - Individual Delta between result from Instrument and result from Reference Instrument
D% - Individual Delta% between result from Instrument and result from Reference Instrument
Run Date - Date on which results were entered, results should be grouped by Run Date. Column is required.
Control ID - Control ID
Result - Result
Resulted - Resulted Date/Time and Tech
Max Error Index - Max Error Index calculated within all results on each Instrument (the same value as in table under Error Index Graph