1. TotalQC – The Mysteries Hidden Within
Presenter: Donna Passante

2. Who am I - Donna Passante
Work for Mayo Clinic as a
Senior Application Analyst (Aka System Manager)
When not doing TQC, I am...
Mother and Grandma
Daughter and a Son
One grandson 
Involved in Off Road racing – part of pit crew and as a racer
Like to camp and take photos
I also like to do crafts in my spare time
Make Vinyl transfers, crochet, and pottery

3. Agenda Shortcut to other Modules
Customize your Preferences – solve the mystery
Frequency – the mystery of multiple days and times
Result and Order Status codes – what do they mean
Notes vs Comments
Bridging
Graphing
Finding Related Patient Orders
Batch Edit
Linking Performing workstations
Review of Cancelled Orders
Instrument Test expiration
Expected Results
Reports and Custom grid
Finding QC Parameters
“Fake” Canned Comments

4. Tools
Shortcut to other
modules in Tools

5. Customize Tools>User Preferences
Solving the mysteries behind the tabs…..

6. User Preferences>General tab
General tab is used to Save your Look and Feel settings from View changes

7. User Preferences>Setup tab
The Setup tab has two sub-tabs Miscellaneous & Sorting Miscellaneous tab: What happens after you save
Default is Close record after saving
Consider Switch record to Read mode after saving

8. User Preferences>Setup tab
Sorting tab: Can customize to how you want to pull up items when in Setup
Example: If I change my preference to Location, then ID, then Ascending, it will pull up your data by Location starting at A at the top.

9. User Preferences>Inventory
Inventory tab: How your Search behaves in Lot Records
1. Determines where your curser will default when Lot Records is open
2. Can change flags to default in the Flags field in Lot Records
3. Can default the Status to show only what you want

10. User Preferences>Inventory
Default curser in Lot Records by either Lot record number or Lot Number

11. User Preferences>Inventory
Flags: The flags chosen will display when searching

12. User Preferences>Inventory
Inventory Tab corresponding fields

13. User Preferences>Inventory
Sorting tab has two tabs – Search and QC Orders
Search is how the Lot Record will display in Search Results box
QC Order is how the orders display in the Orders tab in the Lot Record. For More than 200 records consider changing to Descending and the most recent will show at the top.

14. User Preferences>Inventory
Saves lots and lots of clicking on More Records and scrolling…… to get to the most recent record.

15. User Preferences>Result Entry
Result entry – Miscellaneous tab
It is assumed that if an Order is opened in Result entry you will want it in Edit mode.
Help text can be turned off by unchecking the “Show Text on the buttons” box.

16. User Preferences>Result Entry
If you want the most recent on top then choose Sort by: Scheduled and Descending.
It will only change the display for Result Entry and not Resulting worklist.

17. User Preferences>Order Entry tab
Miscellaneous sub-tab will determine in the Search lot records by…where the curser will default when creating a new order.

18. User Preferences>Order Entry
Depending on your process – make it work better for your staff!

19. User Preferences>Equipment tab
Miscellaneous tab is blank
Sorting>Search Results List will display returned search by how you set Sort by:

20. User Preferences>Equipment tab
Sorting>QC Orders
Very helpful when in Equipment Maintenance Record Orders tab. 

21. Frequency Multiple time settings in one Frequency
Can set for different days of week

22. Result and Order Status Codes
Alpha bet soup - Codes and what they mean when investigating how an order was created?
Order Status
Order Category
Result Status

23. Order Status
Order status codes show up in Order Entry, Resulting Worklists and if you click on the Order status button in Resulting

24. Example: Resulting Worklist

25. Example: Order Status Button

26. Order Status vs Order Category

27. Order Category Codes
Tells you how the order was generated

28. Result Status Codes
These codes are the same as the Order Status codes just less of them are used for Result Status

29. Example: Result Status Codes

30. Result and Order Status
Good News!!!
Tool tips will be added to future code line
Ability to hover and see description

31. The mystery…is it a Note or Comment?
Notes Sections are for “Notes” to the users
For example directing the user to enter a required comment or document
Users cannot enter Notes

32. Notes vs Comments
Comments section is for user to enter information into the Action

33. Bridging, Bridging, Bridging!
Using Right click you can Bridge to different areas of TQC with a right and left click

34. Bridging
Bridging also works from TQC and Lab to bridge to the Lot Record

35. Bridging
Bridge to Equipment Record from Order – Who knew! (a hidden mystery)
Bridge to equipment maintenance record by right clicking in the Lot number empty box to Bridge to Maintenance Record

36. Bridging
Bridges you to the Equipment Maintenance Record

37. Graphing
In Review Worklist>use + to expand to see results>if you double click on a numeric value it will open the corresponding graph

38. Graphing
Can Click on QC Result Graph on the instrument menu to see the graph of the values
Note: Client must have >4.5 Lab Version for this process to function

39. Bridges to TQC Graph from Lab
Will show last 30 points posted points

40. Finding a Related Patient Order from TQC
Finding a specific Patient Order which was performed against a specific TQC Order
Great for Inspections! Or Recalls!
Can do from Lot Record or Individual order
Open an order in TQC Result Entry (not from the TQC Resulting Worklist)
Click on Tools>Reports>Related Patient Orders>Lab or Mic (QC flags must be set on the test)
A new window will open and prompt for a log in. You do not need to do anything…it will auto-login and display the order in Lab or Mic.

41. Finding a Related Patient Order from TQC
From TQC order

42. Finding a Related Patient Order from TQC
Report will generate with the Lab/Mic Patient order

43. Finding a Related Patient Order from TQC
From TQC Lot Record

44. Finding a Related Patient Order from TQC
A different box will display
Choose either a Time Frame or the Entire Lot
There is a limit as to how many SoftLab Order numbers are able to display.
Click on OK

45. Finding a Related Worksheet/Plates
For Gene modules use Tools>Reports>Related Worksheets/Plates
Same process Tools>Reports>Related Worksheets/Plates

46. Finding a Related Worksheet/Plates
Will Return the worksheets/plates which are related to the TQC order

47. Edit Batch vs Save
Edit Batch Save
If changes are made and the Edit Batch button is activated then the Edit Batch mode can be used to change more than one record at a time

48. Batch Edit Note: Batch Edit cannot be used for all items in a record
Some items still have to be edited individually

49. Edit Batch Edit Batch button> Yes to save current record
New Search Screen will appear
Select the items you want>click OK> and Finish

50. Edit Batch
The Edit Batch screen will display what will be updated/edited. All checked items will be updated when you click on Save
Click Save at the bottom to complete the action
It will show you what is changing before you Save

51. Linking Performing Workstation Tests
Setup>Tests>Related Tests/QC Parameters

52. Linking Performing Workstation Tests
Old way
Import Test with Performing Workstation and then make Not Active
Link imported Not Active test to the one carrying the QC
New way
Use +f button and add a line to the Related Test/QC Parameters
Magic Button!

53. Linking Performing Workstation Tests
Type in Test code (name does not matter) and choose the performing workstation from the dropdown under workstation
Name in most cases will not match and that is okay.
ID must match!

54. Review of Cancelled Orders
Review of Cancelled orders is not currently an option available TQC – It is being added in a future code. 
Workaround - Review cancelled orders by adding a Review Result Action
Find your cancelled orders

55. Review Cancelled Orders
Select the Orders you want to put the Action on
Click on Result Action

56. Review Cancelled Orders
Send QC Item ID across to Right with > or >>
Once items are sent to the right, Click on OK

57. Review Cancelled Orders
Choose your Action and add your comments
Click on OK

58. Review Cancelled Orders
Click on Yes to complete process
The Action will now be attached to the Items you chose.

59. Instrument Test Expiration Duration
Tests can be set to expire at specific time durations set on the Instrument setup tab

60. Expected Results Column
If you add in the Expected column in TQC it will also show up in Lab/Mic when TQC Orders display
The column must be added for each type of result (Equipment vs Control/Reagent)

61. Expected Results Column
Customization box will display
Left Click on the Expected column header and drag and drop it on the column headers where you want it. The arrows will show where it is being placed.

62. Expected Results Column
The Expected results display can be modified
Open Setup record for Control or Kit
Click on Additional Info button (at bottom)
Flags
Display Expected Results
Use the dropdown menu to choose which display you want

63. Expected Results Column
Can set for Mean, Range, or Mean, SD to display in Result Entry

64. Reports - Maintenance Log Report
This Report will find Actions documented on this tab

65. Reports
Easy way to look and see when something or how many times it was done is by using the funnel function

66. Reports
With the Funnel function you can find specific Actions

67. Reports - Custom Grid Option
In the Format tab for some reports there is the option to do Custom Grids
The custom grid feature allows you to modify the report display
Not all Reports have this feature

68. Reports - Custom Grid Option
Move columns from Available columns to Selected columns and visa versa
When in the Selected columns the numbers must add up to If you add or remove columns, you have to Recalculate so the number will equal 100

69. Reports - Custom Grid Option
Example of before formatting with Custom Grid
Example of after Formatting with Custom Grid

70. Finding QC Parameters Click on QC Parameters Click on the Open folder
Click on More button until you have all the records within the Search Results grid

71. Finding QC Parameters Option 1 Right click in the Name header
Choose Filter Editor

72. Finding QC Parameters
Left click on “Begins with” and change to “Contains”

73. Finding QC Parameters
In the “enter a value” field type in a key word you are looking for
Then click OK
System will return only values which contain the key word
To clear the search click on the Red X

74. Finding QC Parameters Option 2
Populate all of the items like we did previously with the More button
Click on Print
Leave selection on Preview
Click Run

75. Finding QC Parameters
A new tab will open with all of the QC Parameters in a PDF file
Click anywhere on the page
Hold down the Ctrl button and click the F on the keyboard
A Find window will open
Type in key word
Click on Next in Find box

76. Finding QC Parameters
The system will then find any matches in the report one at a time each time you click on the Next or Previous button

77. “Fake” Canned Comments
Addition of “canned comments” in the Notes Section – builder adds in Action Setup
Canned comments added to this section to allow for copy and paste ability

78. “Fake” Canned Comments
When adding an Action to an out of control item click in the Notes section
Highlight and right click to copy

79. “Fake” Canned Comments
Click in the Comments field and Right click to Paste in the Comment
Click on OK to finalize the Action

80. “Fake” Canned Comments
Can be confusing for staff when reviewing…

81. “Fake” Canned Comments

82. Questions?