UnityWeb™ Data Entry - QCNet - Loginsde.qcnet.com/sde/help/UnityWebDataEntry.pdf · The UnityWeb Database ... data entry screen to transmit your data to Bio-Rad. 8 Bio-Rad Laboratories

UnityWeb™ Data Entry

Rev. 0

June 30, 2006

Contents

UnityWeb 5 Overview of UnityWeb ...................................................... 5

Contact us ............................................................ 6 Quick Start .................................................................... 6

UnityWeb ............................................................. 6 WebConnect.......................................................... 7 Define tests........................................................... 7 Enter and Submit Data.............................................. 7 View Interlaboratory Reports...................................... 8

Setup 9 Overview ...................................................................... 9 Test ............................................................................ 9

To manually define tests ..........................................10 Test Setup Show/Hide Options ...................................11 Editing Tests ........................................................12 Deleting Tests.......................................................13

Instrument ...................................................................14 To use Instrument Setup ..........................................14

Import.........................................................................15 To import tests .....................................................15

Manage Tests ................................................................16 To close and reopen tests.........................................16

Manage Lot ...................................................................17 Duplicating Lots.....................................................17 Closing and Reopening Lots .......................................17 Deleting Lots ........................................................18

Sort............................................................................18 To sort tests .........................................................18

Range Check Settings.......................................................19 How the Range Check Works .....................................19 To use Range Check Settings .....................................20

Export to Excel ..............................................................20 To export all test definitions .....................................21 To export test data for a lot or individual test ................21

4 Bio-Rad Laboratories

UnityWeb

The UnityWeb Database ................................................... 22 Manage Lab .................................................................. 23

Data Entry 25 Overview ..................................................................... 25

Avoiding Potential Data Loss ..................................... 25 Summary Data Entry ....................................................... 26

Entering Data ....................................................... 26 Deleting Data ....................................................... 27 Editing Data......................................................... 28

Point Data Entry ............................................................ 28 Entering Data ....................................................... 29 Deleting Data ....................................................... 30 Editing Data......................................................... 31

WebConnect ................................................................. 31 WebConnect Requirements....................................... 31 Transformers........................................................ 32 Configure ............................................................ 32 Submit Data File.................................................... 33 WebConnect Data Review ........................................ 34 WebConnect History ............................................... 35

Data Submission............................................................. 35

Reports 37 Overview ..................................................................... 37 Pop-Up Blockers............................................................. 37

To add Allowed Sites to Microsoft Internet Explorer ......... 38 To add Allowed Sites to other Web Browsers.................. 38

My Reports ................................................................... 38 To View My Reports................................................ 38

WorldWide Reports ......................................................... 39 To View WorldWide Reports...................................... 39

Manufacturer Reports ...................................................... 40 To View Manufacturer Reports................................... 40

InstantQC Reports .......................................................... 40 To View InstantQC - Reports ..................................... 41 To View InstantQC - Charts....................................... 41 To View InstantQC - Reject....................................... 42

Index 43

In This Chapter

Overview of UnityWeb ................................................. 5 Quick Start............................................................... 6

Overview of UnityWeb This guide focuses on UnityWeb™, which brings together functions for entering your QC data and viewing reports that Bio-Rad creates based on your data and the data from other Bio-Rad customers.

UnityWeb is available on the QCNet™ home page via the following UnityWeb Interlab link:

UnityWeb includes:

Unity™ Data Entry

Unity Data Entry allows you to enter and submit either point data (by level) or summarized data (as a mean, standard deviation, and number of points) to the Unity™ Interlaboratory Program. When you submit data to the Unity™ Interlaboratory Program, you can view your monthly reports from My Reports.

WebConnect™

WebConnect allows you to convert a native file from your instrument or LIS into a standard import file that can be imported into UnityWeb.

InstantQC™ Reports

InstantQC includes Reports, Charts, and Reject.

InstantQC Reports are available only if you submit point data from UnityWeb or from Unity Real Time's Bench Review or Supervisor Review.

C H A P T E R 1

UnityWeb


UnityWeb

My Reports

My Reports includes your traditional, monthly Unity™ Interlaboratory reports.

Worldwide Reports

This report lists by lot number the monthly and cumulative statistics for each consensus group (peer, method, and all laboratories). This report can be a useful reference, for example, when evaluating a new instrument or kit.

Manufacturer Reports

This report provides the information in Worldwide Reports subdivided by manufacturer.

Contact us

In the United States and Canada, contact your Bio-Rad Software Support Representative at 1-800-854-6737. In all other countries, please contact your local Bio-Rad office. Worldwide, you may e-mail us at [email protected] (mailto:[email protected]) or go to http://support.qcnet.com http://support.qcnet.com.

Quick Start

UnityWeb

To start using UnityWeb™, do the following:

1 Define your tests automatically using UnityWeb Import or Instrument Setup. (You can also define tests manually.)

2 Enter your point data (by level) or summarized data (as mean, standard deviation, and number of data points).

3 Submit your data to the Unity™ Interlaboratory Program.

4 View your monthly interlaboratory reports on either UnityWeb or QCNet™.

mailto:[email protected]

http://support.qcnet.com/

Bio-Rad Laboratories 7

UnityWeb

WebConnect

To start using WebConnect™, do the following:

1 Export a native file from your instrument or LIS and submit it to Bio-Rad.

2 Receive notice that your Transformer (see "Transformers" on page 32) is ready.

3 Log in to QCNet, and go to the WebConnect page on UnityWeb.

4 Configure your Transformer. The Bio-Rad Software Support Group typically configures all transformers. In the United States and Canada, contact your Bio-Rad Software Support Representative at 1-800-854-6737 to configure your transformer.

5 Import your file(s).

Define tests

Import tests from the Unity Interlaboratory Program

If you have submitted data to the Bio-Rad Unity™ Interlaboratory Program by any method including Unity Post (paper-form submission), Unity-PC (DOS version), Unity Plus/Pro, or QC OnCall, you can use UnityWeb Import to define tests based on your data in the Unity Interlaboratory Program.

From the UnityWeb home page, choose Setup | Import, and QCNet will define tests based on your test information in the Unity Interlaboratory Program.

Define tests with Instrument Setup

Choose Setup | Instrument Setup to define tests for a lab/lot/instrument based on the information provided in the Method Guide for Selected Instruments. See Instrument Setup (see "Instrument" on page 14) for details.

Enter and Submit Data

Once your tests are defined, choose Data Entry. Then select Summary Data (to enter your monthly data), Point Data (to enter your point data by level), or WebConnect (to view either the WebConnect Home page or the WebConnect History page). Once you have entered your data, choose Submit from the data entry screen to transmit your data to Bio-Rad.


UnityWeb

Be sure to save your data frequently. UnityWeb will time out after 60 minutes with no activity at which time any unsaved data will be lost.

See Avoiding Potential Data Loss (on page 25) for helpful hints.

View Interlaboratory Reports

Your monthly Unity™ Interlaboratory reports are automatically posted to QCNet™, eliminating paper forms and postal delays. United States and Canadian customers can check the date reports will become available on the Bio-Rad Unity™ QC Program's calendar.

To View Reports from QCNet

1 Start your browser, and log in to QCNet.com.

2 Click the UnityWeb Interlab tab.

3 Click My Reports.

4 Make selections for lab number, lot number, report type, and period. The selected report displays in Adobe Acrobat Reader.

To View Reports from UnityWeb

1 From the UnityWeb home page, select Reports | My Reports.

2 Make selections for lab number, lot number, report type, and period. The selected report displays in Adobe Acrobat Reader.

In This Chapter

Overview ................................................................. 9 Test ....................................................................... 9 Instrument ............................................................... 14 Import .................................................................... 15 Manage Tests ............................................................ 16 Manage Lot .............................................................. 17 Sort ....................................................................... 18 Range Check Settings .................................................. 19 Export to Excel.......................................................... 20 The UnityWeb Database ............................................... 22 Manage Lab .............................................................. 22

Overview This chapter discusses three options you have when defining tests, which include:

Importing test setups if you have previously submitted data to the Unity™ Interlaboratory Program

Using Instrument Setup

Manually defining tests

The remaining information in this chapter will assist you in managing your UnityWeb data.

Test

The Unity™ Interlaboratory Program defines tests by lab number, product name, lot number, analyte, method, instrument/kit, reagent, unit, and temperature.

C H A P T E R 2

Setup


UnityWeb

If you cannot use Import because you have not submitted data to the Unity Interlaboratory Program and you do not want to use Instrument Setup, you can define tests manually. Summary Data Entry presents selectable lists that operate as a cascade. When you make a selection, the next list becomes available.

Tests you create manually via the Test Setup page appear on the Test Setup page and data entry screen in the order you created them. If you want to sort the tests into a different order, see Sorting Tests (see "Sort" on page 18) for further details.

To manually define tests 1 Choose Setup | Test.

The screen displays a list of all tests defined on the system, if any.

2 Make a selection from each of the following lists:

Refer to the Bio-Rad Unity Method Guide for Selected Instruments for assistance in selecting your test parameters.

Lab number All lab numbers that you registered on QCNet and Bio-Rad has since approved will appear in this list. You must have at least one registered (approved) laboratory number in order to access UnityWeb™.

Product All Bio-Rad products appear in this list.

Lot number All unexpired Bio-Rad lot numbers for the selected product appear in this list.

Analyte

All analytes on the Bio-Rad code list appear in this list.

Method

All valid methods for the selected analyte appear in this list. All valid methods will appear on the Bio-Rad code list.

Instrument All instruments on the Bio-Rad code list appear in this list.


Setup

Reagent All reagents on the Bio-Rad code list appear in this list. If you select a non-VITROS instrument, the reagent selection will default to Dedicated Reagent, which means that the instrument manufacturer supplies your reagents. If you are not using a dedicated reagent, make the appropriate selection from the drop-down list.

For VITROS instruments, you also need to specify the slide generation number.

Unit All valid units for the selected analyte appear in this list. All valid units will appear on the Bio-Rad code list.

Temperature

For enzymes only, available temperatures appear in this list. The default temperature for enzymes is 37 degrees Celsius. For non-enzyme analytes, the default temperature is No Temperature and cannot be changed. All valid temperature will appear on the Bio-Rad code list.

3 Click Add Test.

Test Setup Show/Hide Options

The Test Setup page has >> and << symbols that allow you to toggle between showing and hiding the leftmost selection area on the page. (This selection area contains the drop-down lists you make selections from to add or modify tests.)


UnityWeb

Click >> to display the selection area.

Click << to hide the selection area.

Editing Tests

If you discover that an existing test has been defined incorrectly, you can edit it to include the correct analyte, instrument, reagent, method, unit, or temperature. For VITROS tests, you can also edit the slide generation number.

To edit a test

1 Choose Setup | Test from the UnityWeb home page.

2 Click the Edit icon in the Edit column for the test you want to edit. (You may need to scroll to the right to display the Edit column.)


Setup

When you click the Edit icon, UnityWeb highlights the selected test, and:

UnityWeb adds Update and Cancel buttons to the Test Setup page.

The Edit icon in the Update column changes to Cancel.

3 Select the item(s) you wish to change from the drop-down lists. You can update any of the following: lab number, analyte, method, instrument, reagent, unit, and temperature. (Temperature is available for enzymes only.) For VITROS tests, you can also update the slide generation number.

4 Click Update to save your changes.

Deleting Tests

Deleting a test removes it from the UnityWeb database. You can delete open tests from the Test Setup page. You can also delete open and closed tests from the Test Manager page.

Before you delete a test, you might want to export its data to Microsoft® Excel.

Hints:

If you think you might want to use the test again in the future, consider closing it rather than deleting it. See Closing and Reopening Tests (see "Manage Tests" on page 16) for further details.

If you need to change a test’s codes, you can edit the test rather than delete it. See Editing Tests (on page 12) for further details.

To delete an open test from the Test Setup page

1 Choose Setup | Test from the UnityWeb home page.

2 Click the red X in the Delete column for the test you want to delete. UnityWeb asks you to confirm that you want to delete the test.

3 Click OK to delete the test or Cancel to leave the test open.

To delete a test from the Test Manager page

1 Choose Setup | Manage Tests from the UnityWeb home page.

2 Choose a lab and lot number from the drop-down lists.

3 Select a test in the Open Tests or Closed Tests list.


UnityWeb

4 Click Delete Test. UnityWeb asks you to confirm that you want to delete the test.

5 Click OK to delete the test or Cancel to leave the test open.

Instrument Use Instrument Setup when you wish to add all of the tests for a selected instrument. The Instrument Setup feature is useful when you have not previously submitted data to the Unity™ Interlaboratory Program. Instrument Setup defines tests based on information in the Method Guide for Selected Instruments, which contains the most commonly used instruments.

When using Instrument Setup, you select each of the following: lab number, product name, lot number, instrument, and units (conventional or SI).

Tests with more than one method

Some instruments have more than one available method for a test. In these cases, UnityWeb creates a test for each method, and you will probably want to delete the test(s) with the methods you don’t use.

VITROS slide generations

When creating tests for VITROS instruments that use slide generations, UnityWeb applies 00 as the slide generation number. You should edit these tests to the correct slide generation number. See Editing Tests (on page 12) for further details.

To use Instrument Setup 1 Choose Setup | Instrument.

2 From the Instrument Setup page, make a selection for each of the following: lab number, product name, lot number, instrument, and units (conventional or SI).

3 Click Create Tests(s). UnityWeb displays a message with the number of tests created.

4 Click OK to close the message box.


Setup

Double check the created tests by going to the Test Setup page (Setup | Test). Delete the tests that are not going to be used.

Import Use the Import Test feature if you have previously submitted data to the Unity™ Interlaboratory Program. The Import Test feature is a fast and safe way to configure all of your tests in UnityWeb™ .

Tests created by Import appear on the Test Setup page sorted by lab number and lot numbers within the lab numbers. Within a lab/lot combination, tests are arranged alphabetically. If you want to sort the tests into a different order, see Sorting Tests (see "Sort" on page 18).

Possible delays for new tests

The Unity Interlaboratory Program must process your data and post monthly interlaboratory reports before the tests become available to UnityWeb for Import. As a result, some new tests may not be created after the reports are posted in UnityWeb when you use the Import Test feature. The Bio-Rad Unity™ QC Program's calendar identifies when reports for United States and Canadian customers will become available on UnityWeb or QCNet. After this time, you will be able to import the new tests in UnityWeb.

To import tests 1 Choose Setup | Import.

UnityWeb displays a message with the number of tests created. If UnityWeb did not find tests in the Unity Interlaboratory Program database, the message will indicate that the number of tests processed was zero.

2 Click OK.

The tests appear on the Test page in alphabetical order within each lab/lot combination.

Double check the created tests by going to the Test Setup page (Setup | Test). Delete the tests that are not going to be used.


UnityWeb

UnityWeb imports only the test definition. It does not import test data; however, it stores data you enter from UnityWeb for six calendar months (the current month, plus the preceding 5 months).

Manage Tests You close and reopen tests from the Test Manager page. Closing a test locks the data contained within the test. The test remains in the UnityWeb database, but does not appear on the data-entry screen and is omitted from your Unity Interlaboratory reports. You must reopen closed tests to resume data entry.

For closed tests, data is retained, but only 6 months of data is displayed.

To close and reopen tests 1 Choose Setup | Manage Tests from the UnityWeb home page.


3 Select a test in the Open Tests list, and click Close Test. The test appears in the Closed Test list.


Setup

4 Select a test in the Closed Tests list, and click Open Test. The test appears in the Open Tests list.

You can also select a test and click Delete Test to remove it from the UnityWeb database.

Manage Lot UnityWeb™ provides several convenient features to allow you to manage your lot numbers:

Duplicating lots: copies the test definitions from one lot to another so you do not have to create tests for the new lot. Data within the tests is not copied.

Closing a lot: removes a lot from the Test Setup and data entry screens, but retains its data in the UnityWeb database.

Opening a closed lot: returns the lot to active status so you can resume test setup and data entry.

Deleting a lot: removes the lot's information from the UnityWeb database. You can add the lot again; however, its data is permanently deleted from UnityWeb. Before you delete a lot, you should submit the data and consider exporting it to Microsoft Excel.

Duplicating Lots

Duplicating lots greatly simplifies switching to a new lot number.

Only open lots can be duplicated. If you want to duplicate a closed lot, you must first reopen it. When you duplicate a lot, UnityWeb copies its test definitions to the new lot. Data within the lot is not copied.

Closing and Reopening Lots

You close and reopen lots from the Lot Manager page. Closing a lot locks the data for all tests contained in the lot. The lot and its tests remain in the UnityWeb database, but the lot and its tests do not appear on the Test Setup or data entry screens. To resume using the lot, you must reopen it.


UnityWeb

UnityWeb retains data for both open and closed tests, but only 6 months of data is displayed (the current month and the 5 previous months). If you reopen a lot that has had no data entry for more than 6 months, it will not contain any test data. (The Unity Interlaboratory Program retains any data you submitted to it.)

Deleting Lots

Deleting a lot permanently removes all associated tests and any data saved to those tests. Although you can add the lot again manually or using the import function, test data (results) cannot be retrieved.

We suggest that you export test results to Microsoft Excel before deleting a lot.

Sort Sort Test allows you to arrange tests to make point data entry and summary data entry easier for you. For example, you can arrange tests in the order they appear on your instrument or LIS printout. Sometimes your printouts will not be in alphabetical order so searching for the proper test and then entering the data can lead to manual errors. The Sort Test feature combined with the ability to enter summary data by row or by column should make entering your point data and summary data as error-free as possible.

To sort tests 1 Choose Setup | Sort from the UnityWeb home page.


Setup


3 Select the test you want to move, and click Up or Down until the test appears where you want it.

4 Repeat for additional tests until the list is in the correct order.

5 Click Save. Tests will appear in this order for data entry and on the Test Setup page.

Range Check Settings Range Check Settings provide an indication to the user that the entered data point is outside the mean ± 2SD. By default, the Range Check function uses the fixed mean ± 2SD as the range check values; if the user does not enter a fixed mean and SD, then the cumulative mean ± 2SD will be used for the range check values.

How the Range Check Works 1 Enter a data point, and press either Tab or Enter- the point is compared

to the Range Check values.

2 If the point is greater than the mean + 2SD or smaller than the mean - 2SD, a pop-up window will alert you.

3 Click OK to move on- the cell will change to red, and the cursor will tab to the next cell.

It is up to you to take action on the pop-up window indication. If no action is taken, the point will be processed (saved, submitted) the same as any other data point. When the data point is saved or submitted, the red indicator will be removed, and the data point will be included in the cumulative calculation.

Previously entered data points are not evaluated against any newly calculated Range Check values. However, when a previously entered data point is edited, it will be evaluated against the current Range Check values.

Cumulative or fixed mean settings are not maintained if the lot is duplicated.


UnityWeb

To use Range Check Settings 1 Choose Setup | Range Check Settings from the UnityWeb home page.

2 Choose the lab number, lot number, level, instrument, and test.

3 Enter the mean and SD for each level for each test.

If you are entering a percentage, make sure the Percent checkbox is selected.

4 Choose Save to save your settings.

Export to Excel UnityWeb™ provides two options for exporting test information from UnityWeb to Microsoft Excel:

Export all test definitions (lab, lot, analyte, etc.) from Setup | Export to Excel. Test definitions include the lab, lot number, product, analyte, method, instrument, reagent, unit, temperature, and a bar-delimited list of the Unity™ numerical test codes. The following image is an example of an exported file:

Export to Excel button. Once you have entered your data into Point Data Entry or Summary Data Entry, the Export to Excel button can be used to export test data for a selected lab/lot or test from the data-entry screen. You may want to use this feature to save a copy of the data you submit to the Unity™ Interlaboratory Program or to save an archive before you delete a test.


Setup

To export all test definitions

These instructions tell you how to export the test definition (lab, lot, analyte, method, etc.). To export test results (data), see To export test data for a lot or individual test (on page 21).

1 Choose Setup | Export to Excel from the UnityWeb home page.

A File Download dialog box appears with a message stating that some files may harm your computer.

2 Click Save to save the file to your computer. Alternatively, click Open to view the file.

The Save As dialog box appears allowing you to name the file and browse to the location where you want to save it.

UnityWeb names the file in the following format: YYYYMMDD_Unity.xls (e.g. 20050303_Unity.xls).

When saving Excel files, either rename them or save them to different locations to prevent accidental overwriting of existing files.

If you clicked Open rather than Save, Excel will automatically append a number after the date to produce a unique file name.

To export test data for a lot or individual test

These instructions tell you how to export test results. To export test definitions (lab, lot, analyte, method, etc.), see To export all test definitions (on page 21).

1 Choose either Summary Data or Point Data from the Data Entry menu.

2 For Summary Data entry, select the lab, lot, and month for which you want to export data.

For Point Data entry, select the lab, lot, instrument, start date, and data range for which you want to export data.

3 Select All in the Test drop-down list if you want to export data for all tests in the lot or select an individual test to export data for only that test. If you have previously entered data for the month, this data appears in the data entry grid.


UnityWeb

If you enter any new data, be sure to click Save before clicking Export to Excel to prevent possible data loss.

4 Click Export to Excel.

5 A File Download dialog box appears with a message some files may harm your computer.

6 Click Save to save the file to your computer. Alternatively, click Open to view the file, to your computer if desired.

7 If you clicked Save, the Save As dialog box appears allowing you to name the file and browse to the location where you want to save it. If you clicked Open rather than Save, Excel will automatically append a number after the date to produce a unique file name.

When saving Excel files, either rename them or save them to different locations to prevent accidental overwriting of existing files.

UnityWeb names the file in one of the following formats: SummaryData_YYYYMMDD_Unity.xls (e.g. SummaryData_20060707_Unity.xls for Summary Data entry) or YYYYMMDD_Unity.xls (e.g. 20060707.xls for Point Data entry).

The UnityWeb Database Data you submit from the Unity™ Interlaboratory Program to UnityWeb™ is stored in the UnityWeb database for 6 months (the current month plus the 5 preceding calendar months).

When you open data entry for one of these months, any data you entered previously displays, and you can edit or delete it.

After six months, the data no longer appears in the UnityWeb database; however, it is still maintained in the Unity™ Interlaboratory Program.


Setup

Manage Lab You manage your labs from the QCNet Administration page. UnityWeb™ provides no lab administration functions.

In UnityWeb, your available lab numbers will include those lab numbers that you have registered in QCNet which have been subsequently approved by Bio-Rad.

In This Chapter

Overview ................................................................. 25 Summary Data Entry ................................................... 26 Point Data Entry ........................................................ 28 WebConnect ............................................................. 31 Data Submission......................................................... 35

Overview Once your tests are defined, you can begin data entry.

For each point data test, you can enter your data by level (column entry) or by date (row entry).

For each summary data test, you enter your monthly mean, standard deviation, and number of points either by level (column entry) or by test (row entry).

To arrange tests in the order they appear on your instrument or LIS printout, see Sorting Tests (see "Sort" on page 18).

Avoiding Potential Data Loss

Timing out

When entering data, it is imperative that you save often. If you perform no action on UnityWeb™ for 60 minutes, the Web site will time out, and your unsaved data will be lost.

Entering data will not reset the 60 minute timer; saving or submitting your data will reset the 60 minute timer.

Partial entries

C H A P T E R 3

Data Entry


UnityWeb

When entering summary data, UnityWeb saves only complete entries of a mean, SD, and number of points. If you only enter a mean, or a mean and SD, and then click Save, the partial results will be lost.

UnityWeb will save only complete entries of a mean, SD, and number of data points. Partial entries will be lost when you click Save.

Exporting to Excel

Saving summarized data before clicking Export to Excel is critical to prevent possible data loss.

Summary Data Entry If you are entering summary data for multiple tests, you can choose to enter your data by row for each test, or by column for each level. Entering and saving data does not transmit your data to the Unity™ Interlaboratory Program, which allows you to enter a portion of your data, save it, and come back to finish data entry at another time.

When you are ready to submit summary data to the Unity Interlaboratory Program, select Submit from the Summary Data entry screen. UnityWeb™ transmits your data and displays a message stating that your data was successfully submitted to the Unity Interlaboratory Program.

Entering Data

UnityWeb Summary Data Entry allows you to choose a lab, lot, month, and range of tests (All or a selected test). The month selection will provide the current month plus the five previous calendar months. Data you enter here is stored in the UnityWeb database for this same time period.


Data Entry

To enter summary data

1 Choose Data Entry | Summary Data from the UnityWeb home page.

2 Select a data entry option: Row or Column.

Your selection applies only to data entry for multiple tests. If you open data entry for a single test, data entry must be by row because you have only one data entry row.

3 Select a lab, lot, month, and test from the drop-down lists.

4 Choose a test from the drop-down list. If you have multiple tests, choose All to enter data for each of them.

QCNet displays a data entry grid.

5 Enter data as complete sets of mean, SD, and number of data points. UnityWeb will not save partial entries.

Although you can change your Row or Column selection after you begin data entry, you must save your data before changing the selection. Otherwise, unsaved data will be lost.

6 When all data sets are entered, click Save to avoid possible data loss.

Saving data does not transmit it to the Unity Interlaboratory Program. Select Submit from the Summary Data entry screen to transmit and save your summary data.

Deleting Data

Deleting data removes it from the UnityWeb database. If you previously sent the data to the Unity Interlaboratory Program, your next submission will remove the data from the central database.

Within data entry, clicking the red X at the end of a row of data and confirming the deletion removes that data only. The UnityWeb database retains the test and its previously entered data.

To delete summary data

1 Choose Data Entry | Summary Data, and open a data-entry screen for the test(s) for which you want to delete data.

2 Click the red X in the row of the test with data to be deleted.


UnityWeb

A message appears asking you to confirm the deletion.

3 Click OK to delete the data. Alternatively, you can click Cancel to retain the data.

Editing Data

When you change information on the data-entry screen, UnityWeb stores the change to its database and transmits the change to the Unity Interlaboratory Program with your next data submission.

To edit summary data

1 Choose Data Entry | Summary Data, and open a data-entry screen for the test(s) for which you want to edit data.

2 Select the entry you want to change, and type the correct value.

3 Click Save to save your change(s) to the UnityWeb database.

Point Data Entry If you are entering point data for multiple tests, you can choose to enter your data by row for each date/time, or by column for each level. Entering and saving data does not transmit it to the Unity™ Interlaboratory Program, which allows you to enter a portion of your data, save it, and come back to finish data entry at another time.

When you are ready to submit data to the Unity Interlaboratory Program, select Submit from the Point Data Entry screen. UnityWeb transmits your data and displays a message stating that your data was successfully submitted to the Unity Interlaboratory Program.


Data Entry

Entering Data

UnityWeb™ Point Data Entry allows you to choose a lab, lot, instrument, starting date, day range, and range of tests (All or a selected test). The day selection will display that many days past the starting date on the point data entry table. Data you enter here is stored in the UnityWeb database for this same time period.

To enter point data

1 Choose Data Entry | Point Data from the UnityWeb home page.

2 Select a lab, lot, and instrument from the drop-down lists.

3 Select a starting date. You can either enter the starting date manually, or you can use the calendar by selecting the Calendar button.

4 Select a day range from the drop-down list. This selection is the number of days past the starting date (e.g. Selecting 10 for the day range will create 11 rows for data entry - the starting date plus 10 days.)

5 Select a data entry option: Row or Column.

Your selection applies only to data entry for multiple tests. If you open data entry for a single test, data entry must be by row because you have only one data entry row.

6 Choose a test from the drop-down list. If you have multiple tests, choose All to enter data for each of them.

UnityWeb displays a data entry grid.

7 Enter data by level.


UnityWeb

Although you can change your Row or Column selection after you begin data entry, you must save your data before changing the selection. Otherwise, unsaved data will be lost.

8 When all data sets are entered, click Save to avoid possible data loss.

Saving data does not transmit it to the Unity Interlaboratory Program. Select Save and Submit from the Point Data entry screen to transmit and save your point data.

To add a new row

Save your data before adding a new row; any unsaved data will be lost.

If needed, you can add rows to your point data entry grid. Select the Add New Row button, and a new row will be entered below the selected row. The new row will have the same date as the selected row.

Deleting Data

Deleting data removes it from the UnityWeb database. If you previously sent the data to the Unity Interlaboratory Program, your next submission will remove the data from the central database.

Within data entry, clicking the red X at the end of a row of data and confirming the deletion removes that data only. The UnityWeb database retains the test and its previously entered data.

To delete point data

1 Choose Data Entry | Point Data, and open a data-entry screen for the test(s) for which you want to delete data.

2 Click the red X in the row of the test with data to be deleted.

A message appears asking you to confirm the deletion.

3 Click OK to delete the data. Alternatively, you can click Cancel to retain the data.


Data Entry

Editing Data

When you change information on the data-entry screen, UnityWeb stores the change to its database and transmits the change to the Unity Interlaboratory Program with your next data submission.

To edit point data

1 Choose Data Entry | Point Data, and open a data-entry screen for the test(s) for which you want to edit data.

2 Select the entry you want to change, and type the correct value.

3 Click Save to save your change(s) to the UnityWeb database.

WebConnect WebConnect™ converts a native file from an instrument or LIS into a standard import file that can be imported into UnityWeb™. Importing a native file can eliminate the need to manually enter your data.

WebConnect Requirements

In order to use WebConnect, the following are required:

1 You must be able to generate a native file from your instrument or LIS (for example, as a text file or ASCII file), and deliver it to Bio-Rad (for example, via e-mail).

2 The computer used to access WebConnect must be able to access the native file from your instrument or LIS. Possible solutions are:

Transfer the native file from your instrument or LIS to a folder on your network. From WebConnect, upload your file from the network folder. (Note: The computer you are using to access WebConnect must also have access to the network folder containing your native file. You may need the assistance of your IT department to accomplish this task.)

Use a floppy disk (or other removable storage device) to transfer the native file to the computer you are using to access WebConnect. (Note: Not all instruments or LIS's allow you to use a floppy disk or other device to move your file. Please check your instrument/LIS manual or contact the manufacturer to find out.)


UnityWeb

Once you send a native file to Bio-Rad, our developers will create a Transformer specifically for your instrument or LIS that will map your native file to a standard import file. Please give our developers sufficient time to create the Transformer.

For assistance in generating a native file from your instrument or LIS, please contact your Bio-Rad Software Support Representative at 1-800-854-6737.

Transformers

Native files can be formatted differently for every LIS or instrument, so a Transformer must be created for a specific LIS or instrument to map the native file to a standard import file. The standard import file can then be used to transmit data to UnityWeb.

The first step is to generate a native file from your LIS or instrument (i.e. as a text file or ascii file) and to send that file to Bio-Rad (i.e. via e-mail). Once Bio-Rad has obtained your native file, our software developers can create a Transformer specifically for your LIS or instrument. Once your Transformer is complete, it will be made available to your through your QCNet account.

If you need assistance in generating a native file, please contact Bio-Rad.

Configure

The Configure window may appear differently for each LIS or instrument. For this reason, a help file is created for each Transformer. This help file is made available through a Help button in the Configure window. If a help file is not available through the Configure window for your Transformer, please contact Bio-Rad for further assistance.

It is not necessary to manually configure a transformer because each transformer has an auto learn capability. When you select a file for import, if a transformer has not been configured, the auto learn capability will automatically tell you (via a pop-up message) what needs to be configured as well as automatically take you to the area that needs to be configured. Bio-Rad Software Support Representatives can assist you in setting up your transformer. Bio-Rad Software Support Representatives can be contacted at 1-800-854-6737.


Data Entry

On the Instruments tab, before you can select an instrument from the Bio-Rad Instrument drop-down menu, you must set up your instruments on the UnityWeb Instrument Setup page. Once you have set up your instruments on UnityWeb, those instruments will appear in the Bio-Rad Instrument drop-down menu.

Submit Data File

Before submitting data, a Transformer must be created by Bio-Rad for your specific instrument or LIS. For assistance with creating a Transformer, please contact Bio-Rad.

1 Navigate to the WebConnect Home page (select Data Entry | WebConnect | WebConnect Home).

2 Select your transformer from the transformer list.

3 Select Beginning and Ending dates.

4 Select Browse under Submit Data File. The Choose File window opens.

5 Navigate to your instrument or LIS file, and select it.

6 Select Open. The Choose File window closes, and the path to your instrument or LIS file appears in the File field.

If you want to review your data before submission, make sure there is a check mark in the "Review data before submitting" check box.

7 Select Go to import your file.

Read the Notes section if you want to review what actions WebConnect has performed.

Note: It is recommended that if you find a data point(s) that you need to edit, submit your data to UnityWeb, and then go to either Point Data Entry or Summary Data Entry (dependant upon which type of data you submitted), and change the data point(s) there. You can then re-submit your data with the revised data point(s).

Some security levels of Microsoft Internet Explorer do not allow pop-ups, including the calendar pop-up on this page. If you would like to use the pop-up calendar to navigate to a start or end date, please either disable the IE security or temporarily allow pop-ups.


UnityWeb

WebConnect Data Review

There are two ways to review your data:

Before you upload your data into WebConnect, make sure there is a check mark in the Review data before submitting check box, and then select Go.

1. The WebConnect Data Review window displays. Additionally, a summary table displays.

You cannot change any of your data from the WebConnect Data Review window.

2. Select the appropriate level that you want to review, and a new table will display, with the data listed by level.

3. You can select to view a single level or all levels for a test.

4. Select the Back to Data Review button to return to the previous screen.

5. Select Submit to submit your data.

6. Select Close to close the window.

7. To change your data, see "To edit data".

If you have already submitted your data, go to the Data Entry window. (Point or Summary, dependant upon which type of data you submitted.)

1. Select your Lab number, Lot number, Instrument, Starting Date, Day Range, and Test.

2. Once you have made these selections, you can review and edit your data.

3. For further instructions, see "To edit data".

For further assistance, please contact Bio-Rad.

To edit data

1 Select either Point Data or Summary Data from the Data Entry menu. (Your selection will depend upon what type of data you submitted and want to edit.)

2 Select your Lab number, Lot number, Instrument, Starting Date, Day Range, and Test(s). Your data will appear in the Point Data or Summary Data table.


Data Entry

3 Edit your data point(s).

4 Select Save to save your changes.

5 Select Submit Data from the Data Entry menu to transmit your revised data.

WebConnect History 1 Select a Transformer from the selectable list. (Only transformers

created for a client will appear.)

2 Select a year.

3 The table shows a list of data files (including Data File Name, Length, Time Stamp, the IP address it came from, and the Status).

4 Click on the data file name - the data file opens in a separate window.

Data Submission Data submission is done from either the Summary Data Entry or Point Data Entry screens, depending upon what type of data you want to submit. You must first make the appropriate selections from the data entry menus, and then select Submit to submit your data.

The Unity™ Interlaboratory Program will include your data in the monthly reports it creates. The Unity™ QC Program's calendar identifies the day each month when Unity reports for United States and Canadian customers will be available on either UnityWeb™ or QCNet™.

In This Chapter

Overview ................................................................. 37 Pop-Up Blockers......................................................... 37 My Reports ............................................................... 38 WorldWide Reports ..................................................... 39 Manufacturer Reports .................................................. 40 InstantQC Reports ...................................................... 40

Overview UnityWeb™ allows you to view your reports for data that you have submitted to the Unity™ Interlaboratory Program once your data has been processed. The following reports are available from the UnityWeb™ home page:

My Reports

WorldWide Reports

InstantQC™ Reports

Reports

Charts

Reject

If you do not have access to the correct Manufacturer reports, please contact your Bio-Rad Software Support representative.

Pop-Up Blockers Because UnityWeb™ uses pop-ups to display content, you must disable your pop-up blocker to display all of the features available in UnityWeb. If your pop-up blocker is turned on and you prefer not to disable it, you will need to unblock several sites before you can access the full functionality of UnityWeb as outlined next.

C H A P T E R 4

Reports


UnityWeb

To add Allowed Sites to Microsoft Internet Explorer

Your pop-up blocker must be turned on to use the following procedure. If your pop-up blocker is disabled and you still cannot view reports on QCNet™, please call your Bio-Rad Software Support Representative for further assistance.

1 Select Tools | Internet Options | Privacy | Pop-up Blocker | Pop-up Blocker Settings.

2 Type www.qcnet.com in the "Address of Web site to Allow:" field.

3 Select Add to add this web site to your Allowed sites list.

4 Type www.COLA.org in the "Address of Web site to Allow:" field.

5 Select Add to add this web site to your Allowed sites list.

6 Select Close to close the dialog box and return to Internet Explorer.

To add Allowed Sites to other Web Browsers

Please refer to the Pop-up Blocker instructions or on-line help file for assistance with your pop-up blocker.

My Reports My Reports provides online access to your Unity™ Interlaboratory comparison reports. These reports are posted to your account as soon as they are available from the Unity™ Interlaboratory Program.

To View My Reports 1 Select Reports | My Reports from the UnityWeb™ home page.

2 Select your Lab Number.

3 Select your Lot Number. You can select a specific lot number or select All Lots.


Reports

4 Select your report Type - Monthly Evaluation, Laboratory Comparison, Bias & Imprecision Histogram, or All Report Types.

5 Select the Period, which is the date of the report that you want to view.

6 Once all of the above selections are made, the report you selected will display.

Your internet browser may be set to block pop-up windows, which will not allow you to view your selected report. If you receive a pop-up blocker warning message from your internet browser, please temporarily disable this feature in order to view your selected report.

WorldWide Reports The Worldwide Report is a specialized report that is available on either UnityWeb™ or QCNet™. This report includes all peer and method group statistics and is, therefore, a simplification of the Laboratory Comparison Report, which also includes your laboratory’s statistics.

This comprehensive report includes all tests (including all instruments, all methods, etc.) reported to Unity™ by all labs reporting for the same lot number. This report includes monthly and cumulative statistics (Mean, SD, CV, number of points, and number of labs) for each level of control.

This report can be used as a reference, for example, when evaluating a new instrument or kit.

To View WorldWide Reports 1 Select Reports | WorldWide Reports from the UnityWeb home page.

2 Select the Product name you would like to view.

3 Select your Lot Number.

4 Select the Period, which is the date of the report that you want to view.



UnityWeb


Manufacturer Reports The Unity™ Interlaboratory Program produces Manufacturer reports that contain interlaboratory data segregated by manufacturer. The Unity Interlaboratory Program generates Manufacturer reports monthly. Each month’s report contains monthly and cumulative information for all analytes reported for a lot number for a particular manufacturer.

To View Manufacturer Reports 1 Select Reports | Manufacturer Reports from the UnityWeb™ home page.

2 Select the Month that you would like to view.

3 Select the Manufacturer.

4 Select the Lot Number.



InstantQC Reports

InstantQC Reports are available only if you submit point data from UnityWeb or from Unity Real Time's Bench/Supervisor reviews.

The following InstantQC™ Reports are available through UnityWeb™:


Reports

InstantQC Reports: Includes the statistical information that you need to compare your laboratory's data to the group data of your choice. Selection choices include time interval, group type (WorldWide, Country, Affiliate) and group by (Peer, Method, All labs).

InstantQC Graphs: Includes the graphical information that you need to compare your laboratory's specific test data to the group data of your choice. Selection choices include time interval, group type (WorldWide, Country, Affiliate) and group by (Peer, Method, All labs).

InstantQC Reject: Includes the information that describes any submitted InstantQC data that was rejected by the Unity™ Interlaboratory Program.

To View InstantQC - Reports 1 Select Reports | InstantQC | Reports from the UnityWeb home page.



4 Select the Period, which is the set number of days or months you want to view.

5 Select your Group Type. This can be WorldWide, Country, or Affiliate.

6 Select a Group By option. This can be Peer, Method, or All Labs.



To View InstantQC - Charts 1 Select Reports | InstantQC | Charts from the UnityWeb home page.



4 Select the Period, which is the set number of days you want to view.

5 Select your Group Type. This can be WorldWide, Country, or Affiliate.

6 Select your Test.


UnityWeb

7 Select a Group By option. This can be Peer, Method, or All Labs.



To View InstantQC - Reject 1 Select Reports | InstantQC | Reject from the UnityWeb home page.



4 Once the above selections are made, the report you selected will display.


A Arranging tests • 18 Avoiding data loss • 25 Avoiding Potential Data Loss • 8,

25

B Bio-Rad, contacting • 6

C Calendars, UNITY QC Programs •

15, 35 Chevrons (show/hide) • 11 Closing

tests • 16 Closing and Reopening Lots • 17 Column • 27 Configure • 32 Contact us • 6 Contacting Bio-Rad • 6

D Data

deleting • 27 entering • 26 exporting • 21

Data entry column • 27 row • 27

Data Entry • 25 Data entry order • 18 Data loss, avoiding • 25 Data Submission • 35 Database, QCNet • 22 Dedicated reagent • 10 Define tests • 7 Deleting Data • 27, 30 Deleting Lots • 18 Deleting Tests • 13

Duplicating Lots • 17

E Editing Data • 28, 31 Editing tests • 12 Editing Tests • 12, 13, 14 Enter and Submit Data • 7 Entering Data • 26, 29 Excel, exporting to • 20 Export to Excel • 20 Exporting

test data • 21 test definitions • 21 to Excel • 20

H How the Range Check Works • 19

I Import • 15 Importing tests • 15 InstantQC Reports • 40 Instrument • 7, 14

L Labs • 23 Loss of data, avoiding • 25 Lots

managing • 17

M Manage Lab • 23 Manage Lot • 17 Manage Tests • 13, 16 Managing

lots • 17 Manufacturer Reports • 40 Microsoft Excel, exporting to • 20 My Reports • 38

Index


UnityWeb

O Opening

tests • 16 Overview • 9, 25, 37 Overview of UnityWeb • 5

P Partial entries • 25 Point Data Entry • 28 Pop-Up Blockers • 37

Q QCNet

database • 22 QNet

administration • 23 Quick Start • 6

R Range Check Settings • 19 reagent, dedicated • 10 Reports • 37 Row • 27

S Setup • 9

tests by import • 15 tests manually • 9

Show/hide • 11 Slide generations • 12 Sort • 10, 15, 18, 25 Sorting tests • 18 Submit Data File • 33 Summary Data Entry • 26

T Temperature • 10 Test • 9 Test Setup display

show/hide • 11 Test Setup Show/Hide Options •

11 Tests

closing • 16 deleting • 13 deleting data • 27 editing • 12 importing • 15 manually defining • 9 opening • 16 sorting • 18 VITROS • 12

Tests, exporting • 21 Tests, exporting definitions • 21 The UnityWeb Database • 22 Timing out • 25 To add a new row • 30 To add Allowed Sites to Microsoft

Internet Explorer • 38 To add Allowed Sites to other

Web Browsers • 38 To close and reopen tests • 16 To delete a test from the Test

Manager page • 13 To delete an open test from the

Test Setup page • 13 To delete point data • 30 To delete summary data • 27 To edit a test • 12 To edit data • 34 To edit point data • 31 To edit summary data • 28 To enter point data • 29 To enter summary data • 27 To export all test definitions • 21 To export test data for a lot or

individual test • 21 To import tests • 15 To manually define tests • 10 To sort tests • 18 To use Instrument Setup • 14 To use Range Check Settings • 20 To View InstantQC - Charts • 41 To View InstantQC - Reject • 42 To View InstantQC - Reports • 41 To View Manufacturer Reports •

40 To View My Reports • 38 To View Reports from QCNet • 8


Index

To View Reports from UnityWeb • 8

To View WorldWide Reports • 39 Transformers • 7, 32

U UNITY QC Programs calendar •

15, 35 UnityWeb • 5, 6

V View Interlaboratory Reports • 8 VITROS tests • 12

W WebConnect • 7, 31 WebConnect Data Review • 34 WebConnect History • 35 WebConnect Requirements • 31 WorldWide Reports • 39

UnityWeb™ Data Entry - QCNet - Loginsde.qcnet.com/sde/help/UnityWebDataEntry.pdf · The UnityWeb Database ... data entry screen to transmit your data to Bio-Rad. 8 Bio-Rad Laboratories

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