CentraLink® Data Management System
Operator
Training Workbook
Siemens Healthineers
CentraLink Data Management System
Operator
Training Workbook
CentraLink Data Management System
T08001.017
Effective Date: 03/11/22
©2022 Siemens Healthineers. 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
CentraLink Data Management System
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iv
CentraLink Data Management System
Welcome
1 Welcome
Siemens Healthineers Training would like to welcome you to operator training on
the CentraLink® Data Management System.
This course is designed to teach you the basic skills needed to operate, maintain,
and troubleshoot the CentraLink Data Management System.
Our staff welcomes the opportunity to present this training program to you.
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.
CentraLink Data Management System
Welcome
CentraLink Data Management System
Course Validation Checklist
The participant places a checkmark beside the competency when it is completed.
When all competencies are checked, the instructor and participant sign and date
below as record of completion.
Topics
Competencies
System Overview
Describe the communication flow
Completed
Describe the purpose of CentraLink
Software
Log in/out of the CentraLink application
Identify commonly used icons and toolbars
Sample Management Introduce Daily Operations
Identify colors on sample screens
Quality Control
Define QC lot numbers
Reset QC severities
Generate QC reports, LJ graphs and export
Configure patient moving averages
Maintenance
Perform Daily Operations
Troubleshooting
Describe the Watchdog Dashboard
Shutdown/Startup CentraLink and the server
Start/Stop the translators and services
Investigate common issues
Instructor:
__________________________________________________
Participant:
__________________________________________________
Date:
__________________________________________________
CentraLink Data Management System
1-3
Welcome
What was most helpful to you during this program?
How can we improve this program to make it more meaningful to you?
1-4
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
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 the CentraLink application.
•
Identify commonly used icons and toolbars.
•
Navigate the CentraLink application.
•
Log out of the CentraLink application.
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 39 instruments
(version 16 – up to 75 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 results 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 – 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
Services
Tests Browser
Translators
Order Entry Window
Patients Browser
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
Services
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
CentraLink Data Management System
3-1
Sample Management
Sample Management
Resources
•
CentraLink Data Management System Operator’s 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
Un-schedule requests
o
Upload validated results
•
Use Sample Status Overview features.
•
Create manual work orders.
•
Print reports.
CentraLink Data Management System
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
3-3
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
PND
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
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
SAMPLE
STATUS
PLEASE STOP HERE
3-4
CentraLink Data Management System
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.
Basic Query Options
Advanced Query Options
Note: if no parameters are entered, all samples in the database are displayed by
default. This is NOT recommended as it will affect performance.
CentraLink Data Management System
3-5
Sample Management
4. Select OK to apply the query and display samples in the Samples browser.
5. Use the spacebar to individually select or the Select All
selections in browsers.
button for mass
Use the spacebar to individually deselect or the Deselect All
mass (de)selections in browsers.
3-6
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
Un-schedule
requests
Allows the un-scheduling of requests for selected samples
button for
CentraLink Data Management System
Sample Management
Search for Samples and Take Actions Exercise
1. Select the Sample query icon. Perform a query to return any sample that has at
least one test in Review status.
a. How would you ensure to include all samples with at least one test in
Review status?
b. How do you select and deselect individual samples in the Samples browser?
c. What do you select so that the total number of samples is displayed in the
status bar at the bottom?
d. Why are there samples listed that have a status other than REV?
e. What is the significance of the different colors?
2. Scenario: The IMMULITE 2000 1 is taken offline for maintenance. You removed
sample tubes off the instrument during this time. The removed samples will
have the tests in what status in CentraLink?
a. Can you run these samples on another instrument with no further action?
b. To query for these specific samples, what options would you select in the
Sample query window?
c. From the Samples browser, what “right click” menu action would you need
to perform?
d. What does the status of the samples change to?
CentraLink Data Management System
3-7
Sample Management
3. Scenario: You are trying to find the ER sample that you ran a STAT CTNI on
within the last hour.
What information would you use to query for samples that would fit this
criteria?
4. Scenario: A nurse calls to inquire about results for sample ID DD002936.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. Scenario: Daisy Johnson’s sample DD000121 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?
PLEASE STOP HERE
3-8
CentraLink Data Management System
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 autorefresh.
CAUTION
Do not select the Purge button as this will use all system resources to
purge qualifying data.
Sample Status Overview Version 16
CentraLink Data Management System
3-9
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.
3-10
CentraLink Data Management System
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 Vista Troponins (CTNI) that has 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?
PLEASE STOP HERE
CentraLink Data Management System
3-11
Sample Management
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).
4. Enter the Collection Date and time in the Collection D/T field – (double select for
date picker).
5. Double select Sample types and choose the sample type.
6. Double select Container type and choose the container type.
7. Double select Patient ID to display a list of patients, chose the patient or create
a new record.
8. Double select Patient location and choose a patient location.
9. Select the More tab to add a comment to the order.
10. Select OK.
3-12
CentraLink Data Management System
Sample Management
Work Orders Exercise
1. Create a manual work order with the following information:
•
Sample ID: 112233
•
Panel: !Chem4
•
Priority: STAT
2. When would the ordering of panels from the CentraLink most likely be used?
3. 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 (DD001638 through DD001641) that were run on Vista1500 1 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?
PLEASE STOP HERE
CentraLink Data Management System
3-13
Result Management
4 Result Management
CentraLink Data Management System
4-1
Result Management
Result Management
Resources
•
CentraLink Data Management System Operator’s 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.
•
Use advanced features of Review and Edit.
o
Right click > Related > Results
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, Previous, Next, or 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
Edit result
comment
Allows free text comment or enter /, then mnemonic for a coded comment
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
Un-schedule
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
Review and Edit Screen Overview version 16
Column
Description
Prev Run D/T
Date and time of the previous run for this
request
Unit
Unit of the current result
#PR
Number of previous runs. This column displays the total of manual and
instrument results for this test request. The current result is not counted
TAT
Turn Around Time calculation for the request. The calculation is based on the
start event and end event defined on the Review and Edit tab of the system
Options window
CentraLink Data Management System
4-9
Result Management
Customize Review and Edit Screen version 16
Navigate to the Review and Edit window by selecting the Review and Edit icon.
Then select OK.
1. Select the Visibility button in the top right corner.
2. The columns with a checkmark are displayed in the Tests and results area.
3. To remove a column from displaying in the standard Review and Edit window,
select the column name in the list so that the checkmark is removed.
Note: The column visibility setting is user specific and the following columns cannot
be hidden.
4-10
•
Test
•
Current
CentraLink Data Management System
Result Management
Use Review and Edit Features Exercise
1. Select the Coag toolbar button.
a. How many samples are displayed in the counter?
b. Navigate to sample 230001. What is the result, date and time of the
patient’s previous APTT?
c. Is the instrument shown for the current result or previous result?
2. Validate this result. The system automatically displays the next sample.
What comment is associated with APTT result?
3. Deselect the PT and rerun the APTT.
What happens to the initial result?
4. In this case, the selection of Rerun was in error.
List the steps to release the original APTT result to the LIS.
5. Validate the result and proceed to the next sample.
What option in the Select: drop down menu will rapidly deselect all tests?
6. Right click on the D-Di test and select View QC.
a. What is the name of the browser that opens?
b. What test automatically populates the test field?
Note: there are no QC points for this test in this database
CentraLink Data Management System
4-11
Result Management
7. Close the QC window and verify that only D-Di 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.
8. Double-click the omitted test and select the Audit tab.
Who is the Omission User?
9. Un-schedule the APTT.
a. What does the status change to?
b. Why would a user need to un-schedule a test?
PLEASE STOP HERE
4-12
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
Vista toolbar button. Advance through each of the samples and document the test
and severities you observe.
Sample ID
Test and Severities Observed
120020
220001
220002
220006
DD002953
DD003044
DD005011
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?
PLEASE STOP HERE
CentraLink Data Management System
4-13
Result Management
Use Advanced Features of Review and Edit Exercise
1. You want to review all of the samples that have panic or critical values to see if
the result comments are being automatically applied.
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, open the Comments window so it is easy to
view all comments.
What occurs as you advance through the samples using the navigation buttons?
2. 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?
3. You queried for sample 220006 to review the delta severity. You notice that
there were no comments associated with the calcium results.
Add the coded comment “Review for clinical validity” using the
mnemonic /REVIEW.
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. 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.
4-14
CentraLink Data Management System
Result Management
CentraLink Data Management System
4-15
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
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.
•
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.
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 Potassium (K+) QC results on the Vista instruments.
1. What steps are necessary to view lot 45631 only?
2. What statistics are available to the operator from the QC Results screen?
3. What additional statistics are available when you enter January 1, 2012 to January 27,
2012?
Take Action on QC Results and Document Exercise
Now review the statistics for Vista1500_2 only.
1. What steps would you take to omit the QC points from January 5th & 6th 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?
PLEASE STOP HERE
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
Define QC Lot Numbers, Targets, and Reference Ranges
1. New lots of QC were just assayed on an 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 78231 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. The package insert indicates the following information:
Lot
78231
78232
78233
Mean
14.0 sec
30.2 sec
48.8 sec
2SD
range
11.4 – 16.6 24.2 – 36.3 39.0 – 58.5
From the QC Lots table, select the Lot, right-click, Related, select QC
Populations, and select OK.
Right-click and select Set Target to enter the given target and deviation.
a. What values did you enter for the deviations of 1SD?
b. In this window what other values are set by default?
5-8
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 > enter a comment.
CentraLink Data Management System
5-9
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.
5-10
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 IMMULITE 2000_2.
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
5-11
Quality Control
2. Review the KT4 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 4? Note: In a
live environment the Test, Instrument, and Value columns would be the same
color as the MS
b. What is the color and severity in the MS column of the good QC result of 3 that
was processed at 12:58 and why?
c. What stops occurring when a Method Severity is set?
3. Navigate to IMMULITE2000_2 > Related > Tests.
What severity is shown for KT4?
4. Return to KT4 QC results on the QC Results (Across controls view) window.
What action must be taken to recover from a QC violation? Perform that action
now.
Note: In a live environment the Test and Instrument, columns will turn back to
white.
5. Repeat the Review & Edit query from Step 1.
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?
c. Some of the held patient results were processed after the quality control was
reprocessed and filed as acceptable. Why were these results still held in
Review?
PLEASE STOP HERE
5-12
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. (1/1/12-1/27/12)
5-13
Quality Control
Levey-Jennings
•
Select date range. (1/1/12-1/27/12)
Export
5-14
•
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 >.
d. Enter first and last day of the month.
e. Select Bio-Rad Summary Data format.
f.
Locate file on D:\CentraLink.
CentraLink Data Management System
5-15
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.
•
5-16
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. (1/1/12-1/27/12)
•
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 creatinine on Vista 1500_1 for Lots 45631 and 45632
for preview in HTML for January 1, 2012 to January 27, 2012.
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 creatinine on Vista 1500_1 for Lots 45631 and 45632
for preview in Text for January 1, 2012 to January 27, 2012.
Did it generate a report of statistics and values for one QC population per page?
3. Create a QC Lot report for Lots 45631 and 45632 for preview in HTML for January 1,
2012 to January 27, 2012.
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 Lots 45631 and 45632 for preview in Text for January 1, 2012
to January 27, 2012 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?
PLEASE STOP HERE
CentraLink Data Management System
5-17
Quality Control
Configure Patient Moving Averages
Set the batch size and enable the method all at the Method level
1. Select the Instruments icon
.
2. Right select the Instrument> Related> Tests.
3. Double select the test.
4. Select the checkmark in the Moving Average area of the Method window to enable the
moving average..
5. Enter a value for the Batch size directly beneath the enabled radio box.
6. Select OK.
5-18
CentraLink Data Management System
Quality Control
Configure Patient QC Moving Averages Exercise
1. Configure Patient QC for K+ with a batch size of 1 on Vista 1500_2.
Which two fields must be completed to set up this configuration?
2. Select the QC Results icon. Set query parameters to APTT and Patient and select Apply.
What is missing from the chart for the patient QC values displayed?
3. Enter a target mean of 30 and 1SD value of 2.5 for the patient QC for APTT.
4. Access the Review and Edit screen for samples provided.
a. What severities, if any, were applied to this sample and why?
5. Select the QC Results icon on the toolbar. Set the query parameters to APTT 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 50?
PLEASE STOP HERE
CentraLink Data Management System
5-19
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
Objectives
After completing this module, you will be able to:
6-2
•
Navigate the LIS Downtime procedure.
•
Stop and start translators using Watchdog.
•
Perform proper shutdown and startup of the server.
•
Monitor server and investigate common issues.
•
Perform Daily Operations.
CentraLink Data Management System
Maintenance and Troubleshooting
LIS Downtime Procedure
Services and Translators
1. Select the Translators icon
.
2. Highlight the LIS Translator.
3. Right select and choose Stop.
4. Go to Start >System Management >Commands >Tasks>By Next Run.
5. Double select Report Validated Samples.
CentraLink Data Management System
6-3
Maintenance and Troubleshooting
6. Modify From and Next Run boxes to Current Date and/or Time.
7. Select the Services Icon
.
8. Highlight Downtime Reports.
9. Right select > Start.
6-4
CentraLink Data Management System
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.
CentraLink Data Management System
6-5
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.
6-6
CentraLink Data Management System
Maintenance and Troubleshooting
After the LIS Downtime
1. Restart the LIS translator.
2. Stop the Downtime Reports service.
CentraLink Data Management System
6-7
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.
6-8
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?
PLEASE STOP HERE
CentraLink Data Management System
6-9
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 by going to Start in the Application and Exit.
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, RemoteLabTech
Password: Siemens1 (default for all 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.
6-10
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?
PLEASE STOP HERE
CentraLink Data Management System
6-11
Maintenance and Troubleshooting
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.
Monitor External Devices
Problem: CentraLink is not communicating with an instrument, LAS or LIS.
Solutions
1. What should you check to rule out hardware failure?
•
Loose or broken cables and adapters.
2. 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.
3. What should you check within the CentraLink application?
•
Check activity of services and translators.
4. Where are the serial number and contact information located?
6-12
•
Serial number is located on the server label
•
Contact information will be posted on the workstation
CentraLink Data Management System
Maintenance and Troubleshooting
Monitor Server and Investigate Common Issues Exercise
1. 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 database dbf/genro error.”
a. What is the most likely cause of the error?
b. What would you do to remedy the problem?
2. 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?
PLEASE STOP HERE
CentraLink Data Management System
6-13
Maintenance and Troubleshooting
Maintenance
Daily Operations
QC Review
Verify QC Results after Running on Analyzers
3. Select the QC icon
.
4. Leave Test box as ? unless you want to only look at one test at a time then
choose the test.
5. Select the instrument you wish to view by double-clicking in the instrument box.
6. Choose From box and select date. Enter time if you need specific time of day.
7. Click Apply. If you would like to view closed out QC, place a check mark in that
box then click apply.
8. 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
9. 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.
10. 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.
11. 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.
6-14
CentraLink Data Management System
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 multiselect).
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.
CentraLink Data Management System
6-15
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.
6-16
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
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.
CentraLink Data Management System
6-17
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
120020
124403
220002
220006
6-18
CentraLink Data Management System
Maintenance and Troubleshooting
Note: Instructor will provide samples for additional practice.
Sample ID
Issue(s) Found
CentraLink Data Management System
Actions
6-19
Maintenance and Troubleshooting
Sample ID
6-20
Issue(s) Found
Actions
CentraLink Data Management System