CentraLink™ Data Management
System
Onsite Training Workbook
Answers for life.
Siemens Healthcare Diagnostics
CentraLink™ Data Management System
Onsite Training Workbook
CentraLink Data Management System
T08001.003
Effective Date: 03/11/2022
©2022 Siemens Healthcare Diagnostics. All rights reserved.
ii
CentraLink Data Management System
Table of Contents
1: Welcome
2: System Overview
3: Sample Management
4: Result Management
5: Quality Control
6: Maintenance and Troubleshooting
7: Administration
CentraLink Data Management System
iii
iv
CentraLink Data Management System
Welcome
1 Welcome
Siemens Healthcare Training would like to welcome you to operator training
on the CentraLink™ Data Management System.
CentraLink Data Management System
1-1
Welcome
Training Course Objectives
After participating in this training, you will be able to:
1-2
•
Identify system components and their function.
•
Navigate the CentraLink application.
•
Manage samples.
•
Manage results.
•
Manage Quality Control.
•
Perform maintenance and troubleshooting.
•
Perform administrative tasks.
CentraLink Data Management System
Welcome
Setup Activities for Exercises
Section
Exercise
Setup
Sample Management
Section 3
Search for Samples and
Take Actions #2
Enter 3 samples; from the instrument
perform manual queries to put tests
in SCH status; do not load the
samples on the instrument
Sample Management
Section 3
Search for Samples and
Take Actions #3
This is a hypothetical scenario so no
setup is needed
Sample Management
Section 3
Search for Samples and
Take Actions #4
Enter a sample and use Results
entry to enter results for a specific
instrument
Sample Management
Section 3
Search for Samples and
Take Actions #5
Enter a sample with a patient’s
name; use Result entry to enter
results, validate, and upload
Result Management
Section 4
Use Review & Edit Features
#1
Create 2 samples for the same
patient and test with different
collection times. Add results using
Result Entry for a specific
instrument. Add a result comment to
the current result.
Result Management
Section 4
Use Review & Edit Features
#4, #5, #6, #7
Find or create a sample with 4 or
more tests and results
Result Management
Section 4
Use Review & Edit Features
#8
Enter 1 sample; from the instrument
perform manual query to put test in
SCH status
Result Management
Section 4
Use Advanced Features of
Review and Edit #1, #2, #3
If there are 2 of the same type of
instrument, create a sample and test;
add a result with Result entry for a
specific instrument; select rerun and
enter a result for the rerun using the
same instrument.
Result Management
Section 4
Use Advanced Features of
Review and Edit #6
Find or create a sample with a result
that causes a severity. Create a
coded comment – Start > System
management > Texts > By
mnemonic and add it to the Result
table.
CentraLink Data Management System
1-3
Welcome
Section
Exercise
Setup
Quality Control
Section 5
Take Action on QC Results
#2
Set up a coded comment with
mnemonic IP for Instrument problem
assigned to the QC Result Action
table
Quality Control
Section 5
Define QC Lot Numbers,
Targets, and Reference
Ranges #1, #2, #3, #4
Copy QC Parameters #5
Locate new QC lot numbers that
have been autocreated for an
instrument where there are 2 or more
of the same type (e.g. 2 Vistas). Fill
in the chart at #4 with the lot
numbers, means, and 2SD ranges.
Quality Control
Section 5
Copy QC Parameters #6
Use any lot numbers e.g. 33351,
33352, 33353
1-4
CentraLink Data Management System
Welcome
CentraLink Training Checklist
CentraLink without Autovalidation
After participating in this training, you will be able to:
Objectives
System Overview
______ Review hardware components of the server
______ Describe the communication flow
______ Describe the purpose of CentraLink
______ Describe the features and benefits of CentraLink
software.
______ Log in/out of CentraLink
______ Identify commonly used icons and toolbars
______ Unschedule tests in Sample browser and Review and
Edit
______ Upload validated results
Troubleshooting
______ Describe the Watchdog Dashboard
______ Shutdown/Startup CentraLink and the server
Student name:
_____________________________________________________________
Date: _____________________
Mentor name:
_____________________________________________________________
Date: _____________________
CentraLink Data Management System
1-5
Welcome
CentraLink Training Checklist
LIS Downtime
After participating in this training, you will be able to:
Objectives
Preparation
______ Stop the LIS translator
______ Modify the Upload Validated Samples task
______ Start downtime reports service
Sample Management
______ Define result and sample statuses
______ Search for samples using Sample query icon
______ Unschedule requests
______ Upload validated results
______ Create work orders
Result Management
______ Search for samples using Review and Edit icon
______ Describe Review and Edit features
______ Describe severities
______ Use Revert function button
______ Use right click menu options
Related > Results
Revert
______ Describe colors for Review and Edit
When LIS is Restored
______ Start the LIS translator
______ Stop downtime reports service
Student name:
_____________________________________________________________
Date: _____________________
Mentor name:
_____________________________________________________________
Date: _____________________
1-6
CentraLink Data Management System
Welcome
CentraLink Training Checklist
CentraLink with Autovalidation
Objectives highlighted in gray are designated for CentraLink system
administrators and may not be applicable for all operators.
After participating in this training, you will be able to:
Objectives
System Overview
______ Describe the features and benefits of CentraLink
______ Identify system components
______ Describe the communication flow
______ Log into CentraLink
______ Identify commonly used icons and toolbars
______ Navigate the CentraLink application
______ Log out of CentraLink
Sample Management
______ Define result and sample statuses
______ Search for samples using Sample query icon
______ Describe Samples browser colors
______ Use right click menu options
• Report
• Review and Edit
• Unschedule requests
• Upload validated results
______ Use Sample Status Overview features
______ Create manual work orders
______ Print reports
______ Advanced search for samples using a filter
CentraLink Data Management System
1-7
Welcome
Objectives
Result Management
______Search for samples using Review and Edit icon
______Describe Review and Edit features
______Use Review and Edit features
• Use function buttons
•
o
Validate
o
Rerun
o
Revert
o
Upload
Use right click menu options
o
Edit result comment
o
Omit
o
Unschedule
o
View QC
•
Locate omitted samples and results
•
Audit the validation or omission user
______Describe severities
______Review results for status and severity
______Describe Review and Edit colors
______Manually enter results in Review and Edit
______Use advanced features of Review and Edit
1-8
•
Advanced rerun
•
Result entry
•
Right click > Related > Results
•
Right click > Revert
•
Windows preferences
•
Pre-defined comments and free text
CentraLink Data Management System
Welcome
Objectives
Quality Control
______View QC results using QC query
______Take action on QC results and document
•
Omit and reinstate data points
•
Enter QC comments
______Define QC lot numbers, reference and target ranges
_____ Copy QC parameters
•
Copy to another instrument
• Deep copy
______Select Westgard Rules and configure QC severities
______Reset QC severities
•
Single test using QC icon
•
Reset all at instrument level
______Generate QC reports, LJ graphs and export data
• Viewing versus printing
______Configure patient QC moving averages
______Close out QC
Maintenance and Troubleshooting
______Daily Operations
______Verify automatic backups
______Stop and start translators using Communication
Status Dashboard (Watchdog)
______Shutdown/Startup CentraLink and the server
______Monitor server for hardware failures
______Accept SRS connection for remote support
CentraLink Data Management System
1-9
Welcome
Administration
______ Add a new user and change a user password
______ Enable/disable users
______ Document events in Instrument logs
______ Take a screen shot
Participant name:
_____________________________________________________________
Date: _____________________
Mentor name:
_____________________________________________________________
Date: _____________________
1-10
CentraLink Data Management System
System Overview
2 System Overview
CentraLink Data Management System
2-1
System Overview
System Overview
Resources
•
CentraLink Data Management System Operator’s Guide
•
CentraLink Quick Reference Guide
Objectives
After completing this module, you will be able to:
2-2
•
Describe the features and benefits of CentraLink.
•
Identify system components.
•
Describe the communication flow.
•
Log into CentraLink.
•
Identify commonly used icons and toolbars.
•
Navigate the CentraLink application.
•
Log out of CentraLink.
CentraLink Data Management System
System Overview
Hardware Overview
Label
Component
Description
A
8 Port Lantronix Terminal Server
Connects serial instruments to TCP/IP
connection
B
8 Port HP Switch
Connect TCP/IP devices (instruments
/printers)
C
Printer
Prints hardcopy reports
D
UPS
Uninterruptable Power Supply – battery
backup
E
CentraLink High Capacity Server
Connects up to 36 instruments
Not
Shown
CentraLink Standard Capacity
Server
Connects up to 6 instruments
Communication Flow
1. Orders download from LIS to CentraLink.
2. Sample is introduced to instrument.
3. Instrument reads barcode and queries CentraLink for test orders.
4. CentraLink sends test orders to instrument.
5. Instrument processes tests and sends results to CentraLink.
6. CentraLink transmits final result to LIS.
7. CentraLink requests reruns and reflex tests as needed.
CentraLink Data Management System
2-3
System Overview
Describe the Features and Benefits of
CentraLink Exercise
CentraLink Data Management System communicates with connected
instruments and automation to manage sample, result, and quality control
data.
1. What features of CentraLink will be used in your laboratory?
2. What improvements do you expect to see by using the CentraLink
features?
Identify System Components Exercise
Match the letters from the picture to the descriptions below.
_____ Uninterruptable Power Supply (UPS)
_____ Printer
_____ CentraLink Server with Windows Server Operating System
_____ Switch
_____ Terminal Server
2-4
CentraLink Data Management System
System Overview
Describe the Communication Flow
Exercise
Place these data flow steps in the order in which they occur.
___ Sample is introduced to the instrument
___ Instrument produces the results and transmits to CentraLink
___ Instrument reads the barcode & queries CentraLink for the orders
___ CentraLink transmits the results to the LIS
___ Orders download from the LIS to CentraLink
___ CentraLink sends the orders to the instrument
___ CentraLink requests reruns and reflex tests as needed
CentraLink Data Management System
2-5
System Overview
Software Overview
CentraLink Login Screen
Option
Description
Name
User login name – Customer account managed
Password
Configured account password – NoT CaSe SeNsItiVE
Language Not used in the USA
CentraLink Workspace Screen
2-6
CentraLink Data Management System
System Overview
Item #
Name
CentraLink Description
1
Title Bar
Displays database name
2
Menu Bar
Menu dropdown buttons
3
Editing
Toolbar
Icons for common tasks and navigation
4
Function
Toolbar
Icons for commonly used functions
5
Workspace
Displays application browser and windows
6
Status Bar
Displays messages, workstation name, and level of logged in user
Editing Toolbar Buttons
1
2
3
4
5
New
Select All
Go to First Record
Cut
Active window on foreground
Copy
Deselect All
Previous Screen
Copy
Active window to background
Open
Lookup
Next Screen
Paste
Resize active window
Save
Zoom
Go to Last Record
View
Find
Delete
Find Next
Calculator
Filter
Site Attributes
Statistics
Print
CentraLink Data Management System
2-7
System Overview
Functions Toolbar Buttons
1
2
Instruments Browser
Users
Tests Browser
Read your mail?
Order Entry Window
Services
Patients Browser
Translators
Physicians Browser
Sample Query Window
Review and Edit Window
Result Entry Window
QC Results Window
Log off CentraLink
To exit or log off the CentraLink application simply select Start and then Exit.
This will require any other users to login to access the CentraLink application.
2-8
CentraLink Data Management System
System Overview
Log into CentraLink Exercise
You are ready to begin using the CentraLink application. At the desktop,
select the CentraLink icon. Log in with the user name and password that was
created for you.
Where is the user name displayed on the workspace?
Identify Commonly Used Icons and
Toolbars Exercise
Match the icons with their function.
Patients
QC Results
Sample query
Physicians
Result entry
Order Entry
Tests
Instruments
Users
Review and edit
CentraLink Data Management System
2-9
System Overview
Navigate the CentraLink Application
Exercise
1. Select the Order Entry icon.
Under what circumstance would you need to create a manual work order
in CentraLink? Select Cancel when complete.
2. Select the Review and Edit icon.
Which window appears?
3. Select OK.
a. Which window appears?
b. Why would you access this window?
4. Select the QC icon and then select Apply.
What happened when you selected apply?
5. Access the Help menu and select About. Review the Application tab to
answer the following questions:
What version of CentraLink is running?
6. Access the Help menu and select Help. Enter ‘result status’ in the Find
field.
What is the result status for a test request when it is first created?
7. Select the Sample query icon and click OK.
a. What window displays if the user double clicks on a sample?
b. What displays if the user right-clicks on a sample?
2-10
CentraLink Data Management System
System Overview
8. Select the Review and Edit icon. The Sample query window opens.
a. What displays when the user double-clicks on the ? in the Collected
from field?
b. What displays when the user double-clicks on the ? in the Test field?
c. What displays when the user double-clicks on the ? in the Sample ID
field?
9. Log out of the CentraLink application.
CentraLink Data Management System
2-11
System Overview
2-12
CentraLink Data Management System
Sample Management
3 Sample Management
Result Status
• Pending (PND): Request is
created and downloaded from
the LIS
• Rerun (RRN): Request with
results has been marked for
rerun
• Scheduled (SCH): Request has
been downloaded to the
instrument
• Review (REV): Test result
needs to be manually reviewed
• Validated (VAL): Result has
been validated by the operator
or automatically
• Uploaded (UPL): Result has
been uploaded to the LIS
• Omitted (OMT): Request has
been omitted and will not be
uploaded to the LIS
CentraLink Data Management System
3-1
Sample Management
Sample Management
Resources
•
CentraLink Data Management System Operator’s Guide
•
CentraLink Quick Reference Guide
Objectives
After completing this module, you will be able to:
3-2
•
Define result and sample statuses.
•
Search for samples.
•
Describe Samples browser colors.
•
Take action using right click menu options.
o
Report
o
Review and Edit
o
Unschedule requests
o
Upload validated results
•
Use Sample Status Overview features.
•
Create manual work orders.
•
Print reports.
CentraLink Data Management System
Sample Management
Define Result and Sample Statuses
Exercise
1. Match the following result status to its definition:
Enter letter from Column B that matches the item in
Column A
Column A
Column B
OMT
a.
Test is first created
SCH
b.
Request for test to be repeated
c.
Instrument has queried for a work
order
d.
Result value that requires attention
has been assigned
e.
Result has been automatically or
manually released
UPL
f.
Test order has been removed
RRN
g.
Result has been transmitted to the LIS
PND
VAL
REV
2. The status of a sample reflects the lowest (earliest) status of a test
request within the sample. Review the sample test panels below and fill in
the overall sample status.
Test
Status
Test
Status
CK
SCH
BUN
REV
MMB
SCH
CREAT
REV
TROPI
RRN
LYTES
REV
AST
REV
GLU
SCH
ALT
REV
MG
REV
GLU
REV
CA
REV
SAMPLE
STATUS
CentraLink Data Management System
SAMPLE
STATUS
3-3
Sample Management
Sample Search Using Sample Query
1. Select the Sample query icon
.
2. Enter parameters to narrow the search (? represents a wildcard – no
exclusions).
3. More advanced searches can be performed by selecting a filter from the
advanced tab.
Note: if no parameters are entered all samples in the database are displayed
by default this is NOT recommended as it will affect performance.
4. Select OK to apply the query and display samples in the Samples
browser.
3-4
CentraLink Data Management System
Sample Management
5. Use the spacebar to individually select or the Select All / Deselect All
buttons
for mass (de)selections in browsers.
Right Select
option
Right Select Action
Report
Allows the generation of a sample report
Review and Edit
Opens a Review and Edit window for the selected samples
Unschedule requests
Allows the unscheduling of requests for selected samples
CentraLink Data Management System
3-5
Sample Management
Search for Samples and Take Actions
Exercise
Refer to p 1-3 for setup instructions
1. Select the Sample query icon. Perform a query to return any sample that
has at least one test in Review status.
a. How do you select and deselect individual samples in the Samples
browser?
b. What do you select so that the total number of samples is displayed in
the status bar at the bottom?
c. Why are there samples listed that have a status other than REV?
d. What is the significance of the different colors?
2. Setup instructions - Enter 3 samples on CentraLink. From the instrument
perform manual queries to put tests in SCH status. Do not load the
samples on the instrument.
Scenario: The _______________ (instrument) is down for mechanical
issues. You removed sample tubes off the instrument while it was being
repaired.
a. The removed samples will have the tests in what status in
CentraLink?
b. Can you run these samples on another instrument with no further
action?
c. To query for these specific samples, what options would you select in
the Sample query window?
d. From the Samples browser, what “right click” menu action would you
need to perform?
e. What does the status of the samples change to?
3. Hypothetical scenario: You are trying to find the ___________ (location)
sample that you ran a STAT ______ (test) on within the last hour.
What information would you use to query for samples that would fit this
criteria?
3-6
CentraLink Data Management System
Sample Management
4. Setup instructions - Enter a sample and use Result entry to enter results
for a specific instrument.
A nurse calls to inquire about results for sample ID- ___________. You
want to go to the instrument to investigate the delayed labs.
From the Samples browser what “right click” menu option opens a
window that displays the instrument in question?
5. _____________ (patient’s name) sample ID __________ was deleted
from the LIS by mistake and it needs to be re-transmitted. Use the
Sample query to locate and re-transmit the results.
a. How do you know that this sample has been transmitted before?
b. What two right-click options are there for transmitting results?
c. Will you also need to do this for all samples that are run during an LIS
downtime?
CentraLink Data Management System
3-7
Sample Management
Sample Status Overview
1. From the menu bar, select Start > Routine > Samples > Status
Overview.
2. Select the checkbox and enter number of minutes for data counters to
auto-refresh.
CAUTION
Do not select the Purge button as this will use all system
resources to purge qualifying data.
3-8
CentraLink Data Management System
Sample Management
Creating My Counters
User-defined counters can be created in the My counters section of the
Sample status overview window.
1. Select the Ellipsis button
(at the right of a counter).
2. Using the Sample query window define the counter and select OK.
Basic Query Options
Advanced Query Options
3. Using the text box label the counter based on the query parameters set
above.
(CTNI>30 is the free text example)
4. Select the checkbox next to the new counter and select the Refresh
button to update the counter.
CentraLink Data Management System
3-9
Sample Management
Use Sample Status Overview Features
Exercise
1. Select the Sample Status Overview toolbar button.
What is the total number of samples in Review status?
2. Select the button indicating the total number of samples in Review.
a. What type of window opens?
b. Without leaving this window, how can you change the list to all
samples with at least one request in Review?
c. How many samples are in the list now?
3. Set up a counter for _________ (test) on ____________ (instrument) that
have been pending for more than 30 minutes.
a. What button do you use to start the configuration?
b. Which fields do you complete to create the counter?
c. Will every logged in user see this counter?
3-10
CentraLink Data Management System
Sample Management
Create a Panel of Requestables
1. On the menu bar, select Start > Configuration > Requestables
Requestables browser window
2. Select the New icon
to display the Requestable editor window.
3. Enter the name for the new panel.
a. Select  Explicit.
b. Select Panel from the dropdown field.
c. Type a description of the panel.
d. Select OK to add the panel to the list of Requestables.
4. Right-select the new panel name from the Requestables browser window.
5. Select As Panel requestable > Related > Members to display the panel
members browser window.
6. Select the New icon
to display the panel member editor window.
7. Double select the Requestable field on the Panel member editor window.
8. Highlight the test that you want to include in the new panel, select OK.
CentraLink Data Management System
3-11
Sample Management
9. Select OK to add the name to the Panel members browser.
10. Repeat steps 7-10 until all panel members are selected.
Create a Work Order
1. Select the Order Entry icon
Order Main tab
.
Order More tab
2. Type the Sample ID (Required field).
3. Enter the tests in the Requests field (Required field) – (double select to
select from Requestables list).
a. Enter the Collection Date and time in the Collection D/T field – (double
select for date picker).
b. Double select Sample types and choose the sample type.
c. Double select Container type and choose the container type.
d. Double select Patient ID to display a list of patients, chose the patient
or create a new record.
e. Double select Patient location and choose a patient location.
f.
Select the More tab to add a comment to the order.
4. Select OK.
3-12
CentraLink Data Management System
Sample Management
Create Panels and Work Orders Exercise
1. Create a panel named !________ that includes ______________(tests).
a. Why did you precede the panel name with an exclamation point?
b. When would the ordering of panels from the CentraLink most likely be
used?
2. Create a manual work order with the following information:
•
Sample ID: 112233
•
Panel: _________
•
Priority: STAT
What advantage is there to entering manual work orders in CentraLink during
downtime?
Print Sample Reports
1. Select the Sample Query icon
.
2. Enter parameters to narrow the search (? represents a wildcard – no
exclusions).
3. Select OK.
4. Select one or more samples.
5. Right select in the sample browser > Report.
6. Select the printer.
7. Select OK.
Print Reports Exercise
A doctor’s office is requesting faxed reports on 4 consecutive samples with
IDs ____________________________________ that were run on
_________(instrument) and uploaded to the LIS. The lab printer is
temporarily out of order so you decide to use the CentraLink printer.
Does the CentraLink Report feature generate all 4 reports at once or one at a
time?
CentraLink Data Management System
3-13
Sample Management
3-14
CentraLink Data Management System
Result Management
4 Result Management
CentraLink Data Management System
4-1
Result Management
Result Management
Resources
•
CentraLink Data Management System Operator’s Guide
•
CentraLink Quick Reference Guide
Objectives
After completing this module, you will be able to:
4-2
•
Search for samples using Review and Edit icon.
•
Describe Review and Edit features.
•
Use Review and Edit features.
o
Function buttons
o
Right click menu options
o
Audit validation or omission user
•
Review results for status, severity, and color.
•
Manually enter results in Review and Edit.
•
Use advanced features of Review and Edit.
o
Advanced rerun
o
Result entry
o
Right click > Related > Results
o
Right click > Revert
o
Windows preferences
o
Coded comments and free text
CentraLink Data Management System
Result Management
Sample Search using Review and Edit
1. Select the Review and Edit icon
.
2. Enter parameters to narrow the search.
Basic Query Options
Advanced Query Options
Note: Status is preselected as Review.
3. Select OK to apply the query and display the Review and Edit window.
4. Use the navigation buttons on the main system toolbar to navigate
between samples.
Go to first record, Previous screen, Next screen, Go to
last record.
CentraLink Data Management System
4-3
Result Management
Sample Search Using Review and Edit
Exercise
Perform a Review and Edit sample query for all samples that have at least
one result in Review status.
1. Where is the number of samples returned from the query displayed in
Review and Edit?
2. How do you navigate to the next sample?
4-4
CentraLink Data Management System
Result Management
Review and Edit Screen Overview
Description
1
Sample information area:
Basic tab - displays sample and patient demographics
Advanced tab – displays additional demographics
LAS tab – displays information specific to lab automation
2
Tests and results area – see table below for details
3
Function (disposition) area – see next page for details
CentraLink Data Management System
4-5
Result Management
4-6
Column
Description
1st column
Indicates selected items (>)
Test
Requested test
Sts
Status of requested test (see Status definitions)
Current
Current result value
F
Asterisk (*) indicates a flag is present; flag description
displays in Flags field below
P
Asterisk (*) indicates a previous result could not be translated
into a value
Prev Run
Result from the previous run for this test
Prev Sample
Most recent result value from a previous sample on the same
patient
Date/Time
Date and time that the previous sample value was recorded
Norm
Normal range of acceptable values
NS
Value that indicates the degree to which a result is out of the
normal range
DS
Delta norm severity – Value that indicates the failure of a
delta check
QS
Quality control severity – Value that indicates a violation of
Westgard rules
IS
Instrument flag severity – Value that indicates the presence of
an instrument flag(s)
C
Asterisk (*) indicates a comment is present which is described
in the Comments field
T
Asterisk (*) indicates an instrument has been targeted to
perform the test
Instrument
Instrument that produced the result or has been targeted to
perform the test
CentraLink Data Management System
Result Management
Result Actions in Review and Edit
1. Select the test(s) requiring action.
a. Select a test by highlighting it and pressing the spacebar OR use the
Select dropdown option in the function area to select or deselect
multiple tests.
b. Select Apply.
2. In the function area of the Review and Edit window select the
appropriate button.
Function
Button
Button Action
Validate
Validates selected results
Rerun
Reruns selected tests
Rerun All
Reruns all tests on sample
Revert
Reverts selected test to previous results
Upload
Uploads selected tests to LIS
Flags
Opens window to review all flags for the sample
Comments
Opens window to review all comments for the sample
Options
Sets flags, Image and comments windows to remain open (user
specific)
CentraLink Data Management System
4-7
Result Management
3. Select the appropriate action from the Right select menu in Review and
Edit.
4-8
Right Select
option
Right Select Action
Advanced rerun
Allows the targeting of a specific instrument for rerun on selected test
Edit result
comment
Allows free text comment or enter /, then mnemonic for a coded
comment
Omit
Removes the selected order
Related> Results
View all results, Date, Time and Instrument for selected test
Revert
Enables selecting a final result from a list of results for the selected test
Unschedule
Changes the selected order status to pending making it available to be
run on another instrument
View QC
Enables viewing of quality control of the selected test
CentraLink Data Management System
Result Management
Use Review and Edit Features Exercise
Refer to p 1-3 for setup instructions.
1. Search for patient ID _______________.
a. Where is the Physician name found?
b. What is the result, date and time of the patient’s
previous ______ (test)?
c. Is the instrument shown for the current result or previous result?
d. What comment is associated with the ______ (test) result?
2. Rerun the _______ (test).
What happens to the initial result?
3. In this case, the selection of Rerun was in error.
List the steps to release the original ________ (test) result to the LIS.
4. Query for sample ID ______________.
a. What option in the Select: drop down menu will rapidly deselect all
tests?
b. List the steps to manually edit the ______ (test) result to ______
(result value).
c. How can you determine if a result was entered manually and not
transmitted from an analyzer?
5. Right click and select View QC.
a. What is the name of the browser that opens?
b. What test automatically populates the test field?
CentraLink Data Management System
4-9
Result Management
6. Close the QC window, verify that only _______ (test) is selected, right
click and omit the test indicating that the doctor cancelled the test.
a. What happens to the omitted test on the Review and Edit screen?
b. List the steps to see the omitted test on the Review and Edit screen.
7. Double-click the omitted test and select the Audit tab.
Who is the Omission User?
8. Unschedule the _______ (test) on sample ID _____________.
a. What does the status change to?
b. Why would a user need to unschedule a test?
4-10
CentraLink Data Management System
Result Management
Review Results for Status, Severity, and
Color
The Review and Edit screen displays severities in four columns. Select the _______ (instrument) toolbar button. Advance through each of the samples
and document the test and severities you observe.
Sample ID
Test and Severities Observed
___________
___________
___________
___________
___________
___________
___________
1. What components and colors are pre-defined in Review and Edit?
2. What colors have been added and what do they signify?
3.
If a test shows an NS 1 in green and a DS 3 colored in red what color will
the Current value be?
4. What does an NS -1 mean?
CentraLink Data Management System
4-11
Result Management
Manually Enter a Result in Review and Edit
1. Select a row with the value you wish to edit (Current result)
2. Select the Edit button from the actions button area
Note: *** Direct Edit Mode Enabled *** in the title bar of the window.
3. Double select the Current value and enter the new value, press Enter to
save the results. To cancel, press ESC
Note: Manually changing a result using this method will replace the
Instrument with a ?
4-12
CentraLink Data Management System
Result Management
Manually Enter a Result using Result Entry
(Enables assigning instrument to results)
1. Complete Order Entry for all desired test samples.
, double select the Instrument field to select
2. Select Result Entry icon
Instrument from the browser.
a. Check the box next to  Sample list.
b. Double select in the Sample ID field (Samples with Maximal status
“Scheduled”).
c. Use the spacebar to select the test sample(s).
d. Select OK.
e. Select OK.
f.
Input results and press Enter.
g. Select Close.
Use Advanced Features of Review and Edit
Exercise
Refer to p 1-3 for setup instructions.
1. Perform a Review and Edit query for sample ID ________. Although the 2
results on _________ (test) match well you are concerned about the
values because the QC is out. You would like to run it on the other
_______ (instrument).
a. Set up an advanced rerun targeted for a specific instrument and
record the steps below.
b. Which 5 items changed in the _______ (test) row?
2. For the purposes of this exercise use Result Entry to enter ________
(value) for the result from _________ (instrument). Refresh the Review
and Edit window by selecting the
navigation button. Now you would
like to review all 3 results to compare them.
How can you review all results for this test?
CentraLink Data Management System
4-13
Result Management
3. You have decided to go with the first result of _______ (value).
How can you revert to the _______ (value) result and validate?
4. You want to review all of the samples that have panic or critical values to
see if the result comments are being automatically applied. You set up a
Review and Edit query using the filter (Advanced tab) called FL_Find
samples with Panic (Critical) values. With Review and Edit displayed you
open the Comments window so it is easy to view all comments.
What occurs as you advance through the samples using the navigation
buttons?
5. You would like for the Comments window and Flags window to open
automatically when you review samples. Set up the Windows preferences
from the Review and Edit screen.
a. What happens when you close and re-open Review and Edit?
b. Are these settings user-specific or server-specific?
6. You queried for sample ID________ to review the _______ severity. You
notice that there were no comments associated with the _______ (test)
results. Add the coded comment __________________ (comment) using
the mnemonic __________.
a. What path would you take to add a comment to the result?
b. What should you enter in the pop up window?
c. What does it change to when you select Update?
d. What appeared in the Comment field in the Review and Edit window?
4-14
CentraLink Data Management System
Result Management
7. Now add the free text comment “Test has been rerun.”
Describe 2 ways that you can read all of the comments that you entered
above.
CentraLink Data Management System
4-15
Result Management
4-16
CentraLink Data Management System
Quality Control
5 Quality Control
Levey Jennings
CentraLink Data Management System
5-1
Quality Control
Quality Control
Resources
•
CentraLink Data Management System Operator’s Guide
•
CentraLink Quick Reference Guide
Objectives
After completing this module, you will be able to:
•
View QC results.
•
Take action on QC results and document.
o
Omit and reinstate data points
o
Enter QC comments
•
Define QC lot numbers, reference and target ranges.
•
Copy QC Parameters.
o
Copy to another instrument
o
Deep Copy
•
Select Westgard Rules and configure QC severities.
•
Reset QC severities.
•
o
For single test using QC icon
o
For all tests using Instruments icon
Generate QC reports, LJ graphs and export data.
o
5-2
Viewing versus printing
•
Configure patient QC moving averages.
•
Close out QC.
CentraLink Data Management System
Quality Control
View QC Results
Option 1:
1. Access the Review and Edit window.
2. Right click on a test > View QC.
Option 2:
1. Select the QC Results icon
.
2. Enter parameters to narrow the search.
3. Select Apply.
QC Results Screen Overview
1
1
2
2
3
Description
1
Query parameters area
2
QC results area – see table for details
3
Statistics area – see table for details
CentraLink Data Management System
5-3
Quality Control
5-4
Column
QC Results Area Description
Test
Test
Instrument
Instrument that ran the QC
Lot/Species
Lot number of the QC material; ‘Human’ indicates patient QC
Assessed
Date and time the QC was run
GH
Indicates that a QC severity has caused other methods to have their severity
set, placing a Group Hold on the results.
C
Asterisk (*) indicates a comment which is displayed in the Comment field below
String Value
QC result
F
Asterisk (*) indicates an instrument flag which is displayed in the Flags field
below
MS
Method Severity
-3
-3 to -4 SD; result beyond -4 SD is indicated by a left arrow
-2
-2 to -3 SD
-1, 0, +1
-2 SD to +2 SD
+2
2 to 3 SD
+3
3 to 4 SD
Right Select
Option
Right Select Action
Edit comment
Allows free text comment or enter /mnemonic for a pre-defined comment
Omit
Allows removal of QC result from statistics; requires comment
Reinstate
Allows restoring omitted QC result; requires comment
Upload
Uploads selected QC results to LIS
Related
Allows access to the Actions menu and QC Populations
CentraLink Data Management System
Quality Control
Levey Jennings Chart Legend
Green ±2 SD
Yellow ±2-3 SD
Red±3-4 SD
Statistics Area Description
Comment
Displays description of comments; corresponds to asterisk in the C
column
Flags
Displays description of instrument flags; corresponds to asterisk in the F
column
Target value
Manually entered value that the QC of the method is aiming for
Target deviation
Value that represents 1 standard deviation from the target value
Current
QC results that are active and can be edited or commented
Cumulative
QC results that have been closed out and cannot be edited or
commented
Date range
QC results that were assessed between the dates and times entered in
the query parameters area
N
Number of QC results
Mean
Average of QC results
SD
Standard deviation of QC results
CV%
Percent coefficient of variation of QC results
Reset severity
Function button that sets the method severity and QC severity back to
zero
CentraLink Data Management System
5-5
Quality Control
View QC Results Exercise
Review the _________ (test) QC results on the ________ instruments.
1. What steps are necessary to view lot __________ only?
2. What statistics are available to the operator from the QC Results screen?
3. What additional statistics are available when you enter
___________________________ (date range)?
Take Action on QC Results and Document
Exercise
Refer to p 1-3 for setup instructions.
Now review the statistics for ___________ (instrument) only.
1. What steps would you take to omit the QC points from _______________
(dates) that are due to an “instrument problem” using IP as the mnemonic
for the comment?
2. What changes are observed after the points are omitted?
3. How can you undo the omission of the data point on January 5th using the
free-text comment – omitted by mistake?
5-6
CentraLink Data Management System
Quality Control
Enter QC Lot Information
1. Start > Routine > Quality Control > QC lots > by lot number.
2. Double select Autocreated QC lot (For New Lot,
Select the New icon
).
3. Enter Name, Level and Expiration date.
4. Select OK.
2
Set Target and Deviation
1. Start > Routine > Quality Control > QC Populations.
2. Select lot number (double click to browse) > OK.
3. Right select on test > Set target.
4. Enter Target value and enter 1SD for the Target deviation.
5. Select OK.
CentraLink Data Management System
5-7
Quality Control
Copy QC Parameters
Option 1: Copy to Another Instrument
1. Start > Routine > Quality Control > QC populations.
2. Double select Instrument field > double select instrument > OK.
3. Select all tests to be copied – (use spacebar or Select all icon).
4. Right select > Copy to another instrument.
5. Double select Instrument field > double select instrument.
6. Select OK.
5-8
CentraLink Data Management System
Quality Control
Option 2: Deep Copy
1. Start > Routine > Quality Control > QC lots > by lot number.
2. Right select lot number > Deep copy.
3. Double select the lot copy, rename and enter appropriate information for
the new lot.
CentraLink Data Management System
5-9
Quality Control
Define QC Lot Numbers, Targets, and
Reference Ranges
Refer to p 1-4 for Setup instructions.
1. New lots of QC were just assayed on the __________ (instrument).
How are QC lots created in the CentraLink Data Management System?
2. Select the QC Results icon on the toolbar. Set the query parameters for
Lot ________ and select Apply.
What is missing from the LJ Chart and why?
3. Access the QC lots browser by the following path: Start> Routine >
Quality Control> QC Lots> By Lot Number.
a. What is the first clue that the new lots crossed over to CentraLink?
b. What should you do to finish the QC Lot’s creation?
4. From the QC Lots table, select Lot _________, right-click, select QC
Populations, and select OK. Right-click and select Set Target to enter the
given target and deviation.
The package insert indicates the following information:
1. Lot
Mean
2SD range
a. What values did you enter for the deviations of 1SD?
b. What other values are set by default in this window?
c. What do the Reference value and deviation together represent?
5-10
CentraLink Data Management System
Quality Control
Copy QC Parameters
Refer to p 1-4 for setup instructions.
1. Now that you have set up the parameters on 2 (or 3) QC lots for
__________ (test) on ____________ (instrument_1) you would like to
transfer those to _______________(instrument_2). Select Start> Routine
> Quality Control > QC populations > _______________ (instrument_1) >
OK. From the QC populations browser you can Select all > right select >
Copy to another instrument > ______________ (instrument_2).
Note: __________(instrument_2) won’t show data points in the LeveyJennings chart because no QC has been run on it.
What steps will you take to verify that __________ (instrument_2) has 2
(or 3) QC populations for PT?
2. Setup instructions: Use any lot numbers e.g. 33351, 33352, 33353.
Today you received the new QC lots for Biorad Liquid Assayed Multiqual ________________________ (3 lot numbers). Your plan is to copy the
parameters for all tests and their corresponding instruments from the old
lots ________________________ (3 lot numbers) to the new lots. Then
you can run for 2 weeks and adjust your targets and SDs. Take the steps
to perform deep copies from the old lots to the new lots.
a. How can you verify that the copies to the new lots were successful?
b. How can you remove the target and reference values for all of the QC
populations on the new lots in one step?
CentraLink Data Management System
5-11
Quality Control
Set up Westgard on Instrument
1. Select Instruments icon
.
2. Right select Instrument > Setup Westgard.
3. Enter severities.
5-12
CentraLink Data Management System
Quality Control
Set up Westgard on Methods
1. Select Instruments icon
.
2. Right select Instrument > Related > Tests.
3. Double select the Test > Select Westgard tab.
4. Configure Westgard severities for the individual test.
5. Select the checkbox  Apply Westgard checks.
6. Select OK.
CentraLink Data Management System
5-13
Quality Control
Select Westgard Rules and Configure QC
Severities Exercise
1. Westgard rules are configured by instrument or by method and are
triggered across multiple QC lots within the same method.
Which Westgard rules are available in the CentraLink Data Management
System?
2. Set up Westgard rules for ____________ (instrument_1) and
___________(instrument_2). Assign a severity of 3 to Westgard rules 13s and R-4s and disable the other rules.
What steps did you take to set up the desired Westgard rules?
3. Run QC for ____________ (test) on _________ (instrument_1) that will
intentionally violate the 1-3s rule. Review each lot number from the QC
Results (Across controls view) window.
a. What Westgard violation do you see?
b. Was a Method Severity set?
5-14
CentraLink Data Management System
Quality Control
Reset Method Severity
Individual Test
1. Select the QC Results icon
.
2. Enter Query Parameters > Select Apply > Reset severity.
CentraLink Data Management System
5-15
Quality Control
Reset Method Severity
Multiple Tests on an Instrument
1. Select Instrument icon
.
2. Right select on Instrument > Related > Tests.
3. Select applicable tests (use spacebar to select).
4. Right select > Reset QC severity.
5. Enter comment.
6. Select OK.
5-16
CentraLink Data Management System
Quality Control
Reset Method (QC) Severities Exercise
1. Select Review and Edit. Query all samples with at least one result in
Review for the test and instrument used above in #3.
a. What severities were triggered to put these samples in Review?
b. To investigate this severity, what action can you take from the Review
and Edit Screen?
CentraLink Data Management System
5-17
Quality Control
2. Review the __________ (test) QC results on the QC Results (Across
controls view) window.
a. What is the color and severity in the MS column of the QC result of
___________?
b. What stops occurring when a Method Severity is set?
c. What action must be taken to recover from a QC violation? Perform
that action now.
3. Repeat the Review & Edit query from Step 2.
a. What is the status of the held results from before?
b. What action must the operator perform to release these results to the
LIS?
5-18
CentraLink Data Management System
Quality Control
Generate Reports, LJ Graphs, and Export
Data
By QC Population
1. Select Instrument icon
.
2. Right select Instrument > Related > Tests.
3. Right select Test > Related > QC populations.
•
Select one or multiple lots
•
Right select on a highlighted Lot > Report.
o
Report
•
•
CentraLink Data Management System
Format:
•
HTML – displays/prints statistics, Levey-Jennings graph,
and values for one QC population per page
•
Text – displays/prints statistics and values for one QC
population per page.
Select date range.
5-19
Quality Control
Levey-Jennings
•
Select date range.
Export
5-20
•
Enter first and last day of the month.
•
Select Bio-Rad Summary Data format.
•
Locate file on D:\CentraLink.
CentraLink Data Management System
Quality Control
Export Lot Data
1. Start > Routine > Quality Control > QC Populations.
2. Select a QC lot (double click to browse) > OK > OK.
3. Select all
.
4. Right select > Export >.
a. Enter first and last day of the month.
b. Select Bio-Rad Summary Data format.
c. Locate file on D:\CentraLink.
CentraLink Data Management System
5-21
Quality Control
By QC Lot
1. Start > Routine > Quality control > QC Lots > by lot number.
2. Select one or more lot numbers.
3. Right select > Report.
•
5-22
Format:
o
HTML – displays/prints one continuous report per lot which
includes statistics and Levey-Jennings graph for each QC
population in that lot.
o
Text – displays/prints one continuous report per lot which includes
statistics for each QC population in that lot.
•
Enter date range.
•
Select Sort by: Instrument or Test; if sorted by Test, enables side by
side comparison of values from like instruments.
•
Select OK.
CentraLink Data Management System
Quality Control
Generate QC Reports and Export Data
Exercise
1. Create a QC Population report for ___________________ (1 test on 1
instrument for 2 lots) for preview in HTML.
Did it generate a report of statistics, Levey-Jennings graph, and values for
one QC population per page?
2. Create a QC Population report for ___________________ (1 test on 1
instrument for 2 lots) for preview in Text.
Did it generate a report of statistics and values for one QC population per
page?
3. Create a QC Lot report for ___________ (2 lots) for preview in HTML.
Did it generate one continuous report per lot which includes statistics and
Levey-Jennings graph for each QC population in that lot?
4. Create a QC Lot report for ___________ (2 lots) for preview in Text for
sorted by Test.
a. Did it generate one continuous report per lot which includes statistics
for each QC population in that lot?
b. What does sorting the report by test enable you to do?
5. You would like to export the QC populations for this lot in Bio-Rad
Summary Data format.
What must be specified on the QC Lots editor window for a successful
Bio-Rad export?
CentraLink Data Management System
5-23
Quality Control
Configure Patient Moving Averages
1. Set batch size for the instrument.
a. Select the Instruments icon
.
b. Right select the Instrument> Related> Tests.
c. Double select the test.
d. Select the checkmark in the Moving Average area for enabled of the
Method window.
e. Enter a value for the Batch size directly beneath the enabled radio
box.
f.
5-24
Select OK.
CentraLink Data Management System
Quality Control
Configure Patient QC Moving Averages
Exercise
1. Configure Patient QC for ________ (test) with a batch size of 1 on
________ (instrument).
Which two fields must be completed to set up this configuration?
2. Create a manual work order for ________ (test) on sample ID
_________. Using Result Entry enter a normal result.
What is the status of the patient value in Review and Edit?
3. Select the QC Results icon. Set query parameters to Patient and select
Apply. The top row should show the value that you entered above.
What is missing from the chart for the patient QC value created?
4. Enter a target mean and deviation for the patient QC.
5. Create and enter results (using Result Entry for ________(instrument) for
the following work orders:
Sample ID
Test Result
__________
(Sample #1)
__________
(Sample #2)
__________
(Sample #3)
_____
(normal value)
_____
(abnormal value)
_____
(abnormal value)
6. Access the Review and Edit screen for Sample #3.
What severities, if any, were applied to this sample and why?
7. Select the QC Results icon on the toolbar. Set the query parameters to
________ (test) and Patient. Select Apply.
a. What does CentraLink use for the lot number of Patient QC?
b. What is the Method Severity and Comment for the patient QC value of
Sample #2?
CentraLink Data Management System
5-25
Quality Control
Close Out QC
Option 1: Close Out All QC
1. Start > Routine > Quality control > QC Close Out.
2. If ‘Yes’ is selected all QC to date for all methods will be closed out and
moved to cumulative statistics.
Option 2: Close Out QC by Instrument
1. Select Instrument icon
.
2. Select one or more instruments.
3. If ‘Yes’ is selected all QC to date for the selected instruments will be
closed out and moved to cumulative statistics.
5-26
CentraLink Data Management System
Quality Control
Close Out QC Exercise
Performing the QC Close Out procedure removes all QC data from the
Current QC calculations and includes the closed-out data in the Cumulative
QC calculations.
1. List three ways QC can be closed out in CentraLink.
2. What is the recommended QC Close out configuration?
CentraLink Data Management System
5-27
Quality Control
5-28
CentraLink Data Management System
Maintenance and Troubleshooting
6 Maintenance and Troubleshooting
CentraLink Data Management System
6-1
Maintenance and Troubleshooting
Maintenance and Troubleshooting
Resources
CentraLink Data Management System Operator’s Guide
CentraLink Quick Reference Guide
Objectives
After completing this module, you will be able to:
6-2
•
Daily Operations.
•
Verify automatic backups.
•
Stop and start translators using Watchdog.
•
Perform proper shutdown and startup of the server.
•
Monitor server and investigate common issues.
•
LIS Downtime procedure.
CentraLink Data Management System
Maintenance and Troubleshooting
Maintenance
Daily Operations
QC Review
Verify QC Results after Running on Analyzers
1. Select the QC icon
.
2. Leave Test box as ? unless you want to only look at one test at a time
then choose the test.
3. Select the instrument you wish to view by double-clicking in the
instrument box.
4. Choose From box and select Date. Enter time if you need specific time
of day.
5. Click Apply. If you would like to view closed out QC, place a check mark
in that box then click apply.
6. Review the dots. Asterisks will be in the comment box to notify you if QC
fails a Westgard Rule.
Green ±2 SD
Yellow ±2-3 SD
Red ±3-4 SD
7. Right select on the result and select Edit comment to document QC
actions. Refer to Coded Comment list for available comments. If using a
coded comment enter /, then the mnemonic. For example, enter /RCAL.
The comment will expand in the comment box and on the QC reports.
You can also add free text.
8. If QC is out of range or fails some of the Westgard Rules, it will apply a
severity to all patient results for that test. This severity will need to be
reset to 0 so that any new controls or patient results will not have this
severity applied.
9. To view the Levey Jennings graph for the last 7 days, select QC
Population on toolbar. Then select L-J Graph. It defaults to a 7 day look
back. You can modify the date as needed and select Draw to update.
CentraLink Data Management System
6-3
Maintenance and Troubleshooting
Resetting QC Severities Do both RESET 1 and RESET 2
Daily
**Only reset severity once you know QC has been rerun and is within range**
Reset 1
1. As you are viewing the control data points, you can select Reset severity
at the bottom of the screen. The test and instrument will automatically
populate the appropriate fields. Enter a comment or action taken to
resolve, if necessary using pre-defined Comments or free text. Select OK
2. Each test, not each level, with a severity will need to be done individually.
It is not necessary to reset each level only the test. A severity will carry
over to the next level on that test even if the next level is within range.
This is how it stops autovalidation.
Reset 2 (used to reset tests not seen in QC review. (i.e.
GLU1, GLU2)
1. Select the Instruments icon
.
2. Highlight the instrument to be reset.
3. Right select, select Related and then Tests from the list.
4. Highlight any test on the Tests on Instrument list. (Use the spacebar to
multi-select).
5. Right select on the test and select Reset QC severity.
6. Enter a comment or action taken to resolve, if necessary. Select OK.
7. Select the next instrument in the Instruments table and the test list will
change to the new instrument’s tests. Repeat steps 4-7 to reset the
second instrument’s QC severity. Continue as needed for each
instrument.
6-4
CentraLink Data Management System
Maintenance and Troubleshooting
Results Review
All patient results in Review and Edit will need to be manually validated
and/or rerun.
1. Select the Sample query icon
.
2. Leave SID as a ? and set Minimum status as Rerun and Maximum Status
as Review.
3. Place  in At least one request in status.
4. Select OK.
5. Right select the first sample and select Review and Edit.
6. Use the navigation toolbar buttons to navigate up and down.
7. Select F5 on the keyboard to refresh the list, and look for status of REV to
review results.
8. Before validating any results, look at the Severity columns to review why
that test is being held for your review. A Severity of 2 or greater will not
autovalidate. No severity = Normal Result.
Norm
Severity
Result Classification
Action
NS ± 1
Abnormal result; not critical
Result autovalidated by CentraLink
NS ± 2
Review range; outside of lab’s
autovalidation range
Review result, comments, and instrument flags;
validate or rerun
NS ± 3
Critical result
Review result, comments, and instrument flags;
validate or rerun
NS ± 7
Result above linearity (AMR)
Wait for second result before validating
NS ± 9
Result > AMR x dilution factor
Make a manual dilution. Review comments and
instrument flags; validate or rerun.
Delta
Severity
Result Classification
Action
DS ± 2
Failed delta check
Review current and previous results. Review
comments and instrument flags; validate or rerun.
QC
Severity
Result Classification
Action
QS 2
Failed Westgard
rule___________________
Troubleshoot, rerun QC; reset Method severity if QC
is in range
QS 3
Failed Westgard
rule___________________
Troubleshoot, rerun QC; reset Method severity if QC
is in range
Instrument
Severity
Result Classification
Action
IS 2
Flag indicates problem with
result
Review instrument flags and troubleshoot
CentraLink Data Management System
6-5
Maintenance and Troubleshooting
If you validate all results, the screen will advance to the next patient.
If you rerun any of the assays, then select
. This will advance you to the
next patient for you to review. If you have a full page of assays to review, the
label on the Validate button will change to Scroll. It will automatically scroll to
the bottom of the page for you to look at all results and the button will revert
to Validate. You can also use the scroll bar to view all results.
Once you validate in Review and Edit, results will automatically upload to LIS
every minute. Selecting Upload on the Review and Edit window will upload
VAL results to LIS immediately.
6-6
CentraLink Data Management System
Maintenance and Troubleshooting
Daily Operations Exercise
Perform a sample query for all samples with at least one result in Review.
Navigate to Review and Edit. Fill in the table below with your findings for each
sample and how you would proceed.
Sample ID
Issue(s) Found
Actions
__________
__________
__________
__________
CentraLink Data Management System
6-7
Maintenance and Troubleshooting
Verify Automatic Backups
1. Select Start > My Computer.
2. Double select Local Disk (F:\).
3. Double select the BackupProgram folder and verify that it contains a
centralink.st file and a maximum of ____ folders dated in YYYYMMDD
format.
4. Double select the folder with the most recent date and verify that it
contains centralink1, centralink.inp, and bckupYYYYMMDD.log.
5. Select the Windows Start button
My Computer.
6. Double select Removable (H:\backup) on high capacity server or
Removable (G:\backup) on a standard capacity server and verify that it
contains a centralink.st file and a maximum of ____folders dated in
YYYYMMDD format.
7. Double select the folder with the most recent date and verify that it
contains centralink1, centralink.inp, and bckupYYYYMMDD.log.
8. From the Client computer (if present) Select Start > My Computer.
9. Double select Local Disk (C:\backup).
10. Verify that it contains a centralink.st file and a maximum of ____folders
dated in YYYYMMDD format.
11. Double select the folder with the most recent date and verify that it
contains centralink1, centralink.inp, and bckupYYYYMMDD.log.
6-8
CentraLink Data Management System
Maintenance and Troubleshooting
Verify Automatic Backups Exercise
Complete the steps to verify that automatic backups are being performed.
What 3 locations (include drive letters) should you check for backups?
CentraLink Data Management System
6-9
Maintenance and Troubleshooting
Troubleshooting
Communication Status Dashboard (Watchdog)
If you are experiencing any communication issues with results or orders not
uploading or downloading to the LIS, Watchdog can be used to identify color
coded issues.
RED
LIS or Instrument communication has been inactive for more than 1 minute
GREY
Communications are inactive – connections may have been manually
stopped
GREEN
Communication is Active and CentraLink reports no errors with sending or
receiving
To access the Watchdog Dashboard, select the
If a connection shows as red and is having communication issues, it can be
restarted by Right clicking the device button and first selecting Stop, then
Start to restart the service or translator.
6-10
CentraLink Data Management System
Maintenance and Troubleshooting
Utilize Watchdog Communication
Dashboard Exercise
1. Launch the Watchdog Communication Dashboard.
a. What is the name of the shortcut used to launch Watchdog?
b. What colors would you expect to see in the dashboard when all
devices and connected?
2. Stop the LIS translator.
a. What is color of the translator and what does it mean?
b. When would you want to stop the LIS translator?
CentraLink Data Management System
6-11
Maintenance and Troubleshooting
Server Shutdown and Startup
1. Log off or close the CentraLink application on all Clients (if applicable).
2. Start > System Management > Services > Shutdown.
3. Wait for the services to stop.
4. Close CentraLink.
5. Select the Windows Start button
6. Select the Shut Down button
7. Select Restart in the top field
8. Enter the reason for shutting down in the Comment field > OK.
9. After restarting log into Windows with:
User names:
LabManager, LabTech, and RemoteLabTech
Password:
Siemens1 (default password above users)
10. Select the CentraLink desktop icon
.
11. Log in with a valid CentraLink user account.
12. Start > System Management > Services > Startup.
13. Select OK.
6-12
CentraLink Data Management System
Maintenance and Troubleshooting
Shutdown and Startup of the Server
Exercise
The CentraLink is having some communication issues and you have been
advised to properly shutdown and restart the server.
1. When is it necessary to shut down and restart the CentraLink application
and server?
2. Is the Watchdog Dashboard available after you shut down the services?
3. After the final step in the startup process is the Watchdog Dashboard
available?
4. Are the translators running?
5. When were they restarted?
CentraLink Data Management System
6-13
Maintenance and Troubleshooting
Monitor Server for Hardware Failure
High Capacity Server Front Panel + Lights
6-14
#
Label
Description
1
Power Button
Push Button
2
System Reset
Hard Reset recessed push button
3
Power Indicator
Server is receiving power
4
HDD Activity Indicator
Indicates Hard Drive activity
5
LAN1 Indicator
Onboard NIC 1 – Activity / Failure
6
LAN2 Indicator
Onboard NIC 2 – Activity / Failure
7
CPU Temperature/Fan
Failure
Solid: High Temp / Flashing: Failure
8
Power Failure Indicator
Power Supply Unit issue or failure
9
USB Port
N/A
10
USB Port
N/A
CentraLink Data Management System
Maintenance and Troubleshooting
RAID Drive failure lights
RAID Hard Drives have two lights on each drive, the top
light indicates Read /Write, the lower light indicates a drive
failure.
See Image below (showing normal read write activity)
Failure light will be solid amber indicating that the drive
needs to be replaced.
Visual Alerts
Any hardware issue will generate a visual or audible notification to the logged
in user. Microsoft Windows gives detailed notifications related to specific
hardware errors e.g. Hard Drive Read/Write issues, drive failures, in addition
to the hardware vendors software monitoring specific components.
Investigate Common Issues
Start-up Database Error
Problem: After rebooting the server, the following error appears when trying
to launch the CentraLink application
Solution:
The database had not completed its startup before CentraLink was launched;
Wait a few minutes and try again.
CentraLink Data Management System
6-15
Maintenance and Troubleshooting
Monitor External Devices
Problem: CentraLink is not communicating with an instrument, LAS or LIS.
Solutions:
What should you check to rule out hardware failure?
•
Loose or broken cables and adapters.
What connectivity indicators should be checked?
•
NIC link lights are blinking on the server.
•
Switch power light is on.
•
Switch port lights are blinking.
•
Terminal Server power light is on.
What should you check within the CentraLink application?
•
6-16
Check activity of services and translators.
CentraLink Data Management System
Maintenance and Troubleshooting
Monitor Server and Investigate Common
Issues Exercise
1. You are checking the lights on the front of your server and notice that the
temperature indicator light is solid.
a. What does this mean?
b. What would you do to resolve it?
c. What does it mean if the light bulb indicator is illuminated?
2. Due to a communications issue you shut down and restarted the
CentraLink. When you tried to launch the CentraLink application the
following error was displayed “There is no server for databse dbf/genro
error.”
a. What is the most likely cause of the error?
b. What would you do to remedy the problem?
3. The Centaur is not producing any results and at first glance it appears
that Centaur is not getting the orders from CentraLink.
a. How would you verify that CentraLink received the orders from the
LIS?
b. On CentraLink where would you look to verify that the Centaur
connection is okay?
c. If the Centaur connection is not okay what would you do?
CentraLink Data Management System
6-17
Maintenance and Troubleshooting
LIS Downtime Procedure
Services and Translators
1. Select the Translators icon
.
2. Highlight LIS_Translator.
3. Right select and choose Stop.
4. Go to Start >System Management >Commands >Tasks.
5. Double select Report Validated Samples.
6. Modify From and Next Run boxes to Current Date and/or Time.
6-18
CentraLink Data Management System
Maintenance and Troubleshooting
7. Select the Services Icon
.
8. Highlight Downtime_Reports.
9. Right select > Start.
After the LIS Downtime
1. Restart the LIS translator.
2. Stop the Downtime Reports service.
CentraLink Data Management System
6-19
Maintenance and Troubleshooting
Manually Ordering Samples
1. Select on Order Entry icon
2. Scan the Downtime Label or manually type the SID into the Sample ID
field, enter the collection date and time if needed.
3. Double select in the Requests box.
4. Start typing the name of the test or panel to be ordered. Highlight the
name and press the space bar to place a “>” next to it. Type the name of
the next test if you need to select more than one. Press the space bar
again to select. Repeat this until all tests are selected.
5. Select on the OK button at the bottom of Requestables window.
6-20
CentraLink Data Management System
Maintenance and Troubleshooting
6. Fill in demographics if you want the patient name attached. If CentraLink
has seen this patient before, you can double click in the Patient Last
Name or Patient ID boxes to find him. Select the patient from the list and
the information will populate the fields. Be careful to choose the right one
as the Patient ID is different than the Sample ID. You may need to enter
demographics to ensure correct reference ranges (male/female or age
specific ranges) are reported on printout.
7.
Select OK at the bottom of Order Entry window.
8. If the patient is not in the list, type directly into the boxes on the Order
Entry screen. You must fill in Patient ID, Last Name, First Name, Birth
Date and Sex. See Example Below
9. Select OK on Specified patient not found; create?
10. Repeat steps for all patients to be ordered.
CentraLink Data Management System
6-21
Maintenance and Troubleshooting
LIS Downtime Exercise
Complete the steps in the LIS Downtime Procedure up to Manually Ordering
Samples.
After the LIS begins functioning and communicating with CentraLink which 2
steps should you do?
6-22
CentraLink Data Management System
Administration
7 Administration
CentraLink Data Management System
7-1
Administration
Administration
Resources
•
CentraLink Data Management System Operator’s Guide
•
CentraLink Quick Reference Guide
Objectives
Upon completion of this exercise you will be able to:
7-2
•
Configure users.
•
Disable/enable method.
•
Document events in Instrument logs.
•
Take a screenshot.
CentraLink Data Management System
Administration
Administration
Set up CentraLink Users
When creating a new user, only the Login name and Type are mandatory
fields; all other fields are optional.
1. Select Users icon
2. Select the New icon
.
.
a. Enter Login name and select Type.
b. Select OK.
Mandatory Fields
1. Set up password:
a. Right select user name in Active users browser > Change password.
b. Enter password in New and Verification fields.
2. Assign user to a Role:
a. Right select user name in Active users browser> user role
assignments.
b. The user role assignment browser opens click New or Insert.
c. In the user role assignment window, double click in Role. The Roles
browser will open.
d. Double select the role that you want for the user, and it will appear in
the role section of the user role assignment window.
CentraLink Data Management System
7-3
Administration
e. Click OK and close and the role will be assigned to the user.
f.
Close the Active user window.
Disable a User Account
Log in with a System Manager account to make the following changes:
1. Select Users icon
.
2. Double select the user login you wish to disable.
3. Remove the check mark from  Enabled to -  Enabled.
7-4
CentraLink Data Management System
Administration
Configure Users Exercise
1. There is a new hire in the Chemistry department named Bee Mullaney.
Create a user account for her using the following information.
•
Log in: mullaney12
•
Password: Siemens
•
Role: User 1
2. Add the appropriate role as indicated above.
What privileges are associated with the role that were assigned to
Mullaney12?
3. Darcy Lewis has been promoted and needs administrative access in
CentraLink.
a.
What steps did you take to change this user’s access?
b. If Darcy was laid off instead of getting a promotion how would you
disable her account
CentraLink Data Management System
7-5
Administration
Disable a Method
1. Select Instruments icon
.
2. Right select Instrument > Related > Tests.
3. Double select the test.
a. Deselect  Enable work orders checkbox.
b. Click OK.
Disable/Enable a Method Exercise
The number of ___________(tests) ordered have decreased in the past year
and you don’t want to run them on either of the ___________(instruments)
any longer. It is not recommended to delete the test in case the account
decides to start running them again. Take the steps to disable the methods
on the instruments.
Document Events in Instrument Logs
Events and comments can be documented in the Instrument logs. If desired
the event or comment can be indicated by a dotted vertical line, code and
event type on the QC graph of the corresponding QC population(s).
1. Select Instruments icon
.
2. Right select Instrument > Related > Instrument logs.
7-6
CentraLink Data Management System
Administration
3. Select the New icon
a. If the event or comment is specific to a method double select the
Method field and double select the method.
b. Enter Event time.
c. Select Event type – Log, Maintenance, Calibration, Reagent
change.
d. Select Show on qc graph if desired.
e. Enter user’s initials in the Code field.
f.
Free text description of the event.
g. Free text comment.
CentraLink Data Management System
7-7
Administration
Document Events in Instrument Logs
Exercice
1. You have just recalibrated _______ (test) on ____________(instrument).
Document the calibration in the Instrument log and verify that it displays in
the Levey-Jennings graph.
How is the calibration notated in the LJ graph?
2. You have completed the QC review for this week on the ____________
(instrument) and would like to document it in the Instrument log. Indicate
that you have reviewed QC by entering a comment that will not display on
the Levey-Jennings graph.
7-8
CentraLink Data Management System
Administration
Taking a Screenshot
If you need to document an issue that is visibly present taking a screenshot
for further investigation is advised.
1. Open or navigate to the screen with the visible issue or error.
2. Press the PrtScn or Print Screen button on the keyboard – (see
highlighted button below).
3. Launch Microsoft Paint – (Start, Run: mspaint).
4. Paste the captured image – (Ctrl + V).
5. Save the Image to the desktop with an appropriate name – (Ctrl + S).
Take a Screenshot Exercise
1. You have added several new user logins to the CentraLink Active users
list and you want to capture a snapshot of the list and print it out.
2. Complete the steps to take a screenshot of the Active users list.
CentraLink Data Management System
7-9
Administration
7-10
CentraLink Data Management System