Roche cobas infinity insights User manual

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cobas
®
infinity insights
User Guide
Version 4.2
Software version 3.0
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
2
Publication information
Edition notice This publication is intended for operators of the
cobas
®
infinity insights application.
Every effort has been made to ensure that all the
information is correct at the time of publishing. However,
Roche Diagnostics reserves the right to change this
publication as necessary and without notice as part of
ongoing product development.
!
General attention
To avoid incorrect results, ensure that you are familiar
with the instructions and safety information.
r Pay particular attention to all safety notices.
r Always follow the instructions in this publication.
r Do not use the software in a way that is not described
in this publication.
r Store all publications in a safe and easily retrievable
place.
Training Do not carry out operation tasks or maintenance actions
unless you have received training from Roche
Diagnostics. Leave tasks that are not described in the
user documentation to trained Roche Service
representatives.
Screenshots The screenshots in this publication have been added
exclusively for illustration purposes. Configurable and
variable data, such as tests, results, or path names visible
therein must not be used for laboratory purposes.
Warranty Any customer modification to the system renders the
warranty or service agreement null and void.
Publication
version
Software version Revision date Change description
1.0 1.0.0 October 2014 First version
2.0 2.0.0 May 2015 New layout of the publication. New reports. Access to data
with an external tool.
3.0 2.1.0 November 2015 New reports. New information about report data and quick
links.
4.0 3.0 September 2016 New reports, new filters in previous reports, and new section
about report filters. Updated the data model.
4.1 3.0 November 2016 Added troubleshooting section.
4.2 3.0 December 2016 Updated screenshot of the Patient cost report.
y Revision history
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
3
For conditions of warranty, contact your local sales
representative or refer to your warranty contract partner.
Always leave software updates to a Roche Service
representative or perform such updates with their
assistance.
Copyright © 2014–2016, F. Hoffmann-La Roche Ltd. All rights
reserved.
License information
The cobas
®
infinity insights application is protected by
contract law, copyright law, and international treaties.
cobas
®
infinity insights contains a user license between
F. Hoffmann-La Roche Ltd. and a license holder, and only
authorized users may access the software and use it.
Unauthorized use and distribution may result in civil and
criminal penalties.
Open Source and Commercial Software
cobas
®
infinity insights may include components or
modules of commercial or open-source software. For
further information on the intellectual property and other
warnings, as well as licenses pertaining to the software
programs included in cobas
®
infinity insights, refer to
the electronic distribution included with this product.
This open source and commercial software and
cobas
®
infinity insights as a whole can constitute a
device regulated in accordance with applicable law. For
more detailed information, refer to the user manual and
labeling.
Please note that the respective authorization is no longer
valid according to the corresponding legislation should
any unauthorized changes be made to
cobas
®
infinity insights.
Trademarks The following trademarks are acknowledged:
COBAS, COBAS P, and LIFE NEEDS ANSWERS are
trademarks of Roche.
All other trademarks are the property of their respective
owners.
Feedback Every effort has been made to ensure that this publication
fulfills the intended use. All feedback on any aspect of
this publication is welcome and is considered during
updates. Contact your Roche representative, should you
have any such feedback.
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
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Contact address
Roche Diagnostics GmbH
Sandhofer Strasse 116
68305 Mannheim
Germany
Made in Spain
Distributed in USA by:
Roche Diagnostics
9115 Hague Road
Indianapolis
Indiana
USA
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
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T
able of contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Intended use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Symbols and abbreviations . . . . . . . . . . . . . . . . . . . 8
Safety classifications . . . . . . . . . . . . . . . . . . . . . . . . 9
What is new in publication version 4.2 . . . . . . . . . 10
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
System requirements . . . . . . . . . . . . . . . . . . . . . . . . 12
Who uses this application . . . . . . . . . . . . . . . . . . . . 12
Consulting the legal and version information . . . . 13
Using the predefined reports . . . . . . . . . . . . . . . . . . . . 14
Accessing the predefined report types . . . . . . . . . 14
Viewing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Description of the report general features . . . . . . 17
Overview of the predefined reports . . . . . . . . . . . . . . . 19
About the report types. . . . . . . . . . . . . . . . . . . . . . . 19
About report data interpretation. . . . . . . . . . . . . . . 21
About report filters . . . . . . . . . . . . . . . . . . . . . . . . . . 22
About statistical concepts . . . . . . . . . . . . . . . . . . . . 24
Description of the Central Lab report set . . . . . . . 25
Description of the Activity by instrument
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Description of the Activity by orderer report. . 27
Description of the Activity by location report . 29
Description of the TAT distribution report . . . . 30
Description of the Daily TAT distribution
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Description of the TAT details report . . . . . . . . 34
Description of the Test count statistics report 36
Description of the Order count statistics
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Description of the Order, sample, and test
count statistics report. . . . . . . . . . . . . . . . . . . . . 39
Description of the Concept statistics report . . 41
Description of the Weekly activity summary
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Description of the Yearly activity summary
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Description of the Test cost report . . . . . . . . . . 48
Description of the Test result average report . 51
Description of the Related test result report. . 53
Description of Concept with outcomes
statistics report . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Description of the Microbiology report set . . . . . . 59
Description of the Susceptibility statistics
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Description of the Susceptibility statistics by
sample type report . . . . . . . . . . . . . . . . . . . . . . . 63
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Description of the Susceptibility statistics
details report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Description of the Patient infection statistics
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Description of the Microorganism statistics
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Description of the Microbiology culture count
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Description of the Microbiology culture per
sample report . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Description of the Microbiology sample
culture count report . . . . . . . . . . . . . . . . . . . . . . 74
Description of the Microbiology value
statistics report . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Description of the Microbiology by MIC
report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Description of the Microorganism count by
culture report . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Description of the patient report set . . . . . . . . . . . 82
Description of the Patient test result report . . 82
Description of the Patient cost report . . . . . . . 85
Using an external tool to generate reports . . . . . . . . . 89
Configuring PowerPivot . . . . . . . . . . . . . . . . . . . . . . 89
Creating a PivotTable . . . . . . . . . . . . . . . . . . . . . . . . 90
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Unable to display reports with Internet Explorer
10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Appendix: Data model specifications. . . . . . . . . . . . . . 93
List of General Lab tables . . . . . . . . . . . . . . . . . . . . 93
Description of the General Lab dimensions . . 93
Diagrams of the General Lab fact tables. . . . . 103
Description of the General Lab fact tables . . . 108
Diagrams of the General Lab aggregation
tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Description of the General Lab aggregate
tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Description of the workflow spans. . . . . . . . . . 118
Diagrams of the General Lab TAT tables. . . . . 119
Description of the General Lab TAT tables . . . 122
List of Microbiology tables . . . . . . . . . . . . . . . . . . . 123
Description of the Microbiology dimensions . 124
Diagrams of the Microbiology fact tables . . . . 127
Description of the Microbiology fact tables . . 131
List of demographic tables . . . . . . . . . . . . . . . . . . . 133
Description of the demographic dimensions . 134
Diagram of the demographic fact table. . . . . . 135
Description of the demographic fact table . . . 137
Description of the demographic views . . . . . . 138
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Preface
This publication provides information about the routine
use of the cobas
®
infinity insights application, as well as
an overview of all the types of reports provided.
In this section
Intended use (8)
Symbols and abbreviations (8)
Safety classifications (9)
What is new in publication version 4.2 (10)
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
8 Preface
Intended use
The cobas
®
infinity insights application provides a data
repository for statistical purpose and a set of predefined
statistical reports used for test consumption and
production monitoring by laboratory management. The
functionality includes an extraction layer (ETL, Extract,
Transform, Load) to import the data from an IT
information system, a storage layer to keep consolidated
data for a period of time defined by the users, a reporting
layer to display the result of queries on the data storage.
cobas
®
infinity insights is used only for driving
laboratory management decisions. It is not intended for
making medical decisions regarding patient treatment
and health.
Symbols and abbreviations
Product names Except where the context clearly indicated otherwise, the
following product names and descriptors are used.
Symbols used in the publication
Product name Descriptor
cobas
®
infinity insights
application
cobas
®
infinity IT solutions
Data source
y Product names
Symbol Explanation
o List item
u Related topics containing further information
q
Tip. Extra information on correct use or useful
hints.
r Start of a task
I Extra information within a task
f Result of an action within a task.
c Frequency of a task.
n Duration of a task.
d Materials that are required for a task.
j Prerequisites of a task.
u Topic. Used in cross-references to topics.
p Task. Used in cross-references to tasks.
w
Figure. Used in figure titles and cross-
references to figures.
y Symbols used in the publication
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Abbreviations The following abbreviations are used.
Safety classifications
The safety precautions and important user notes are
classified according to the ANSI Z535.6 standard.
Familiarize yourself with the following meanings and
icons:
!
Safety alert
r The safety alert symbol is used to alert you to potential
physical injury hazards. Obey all safety messages that
follow this symbol to avoid possible damage to the
system, injury, or death.
These symbols and signal words are used for specific
hazards:
WARNING
!
Warning...
r ...indicates a hazardous situation which, if not avoided,
could result in death or serious injury.
y
Table. Used in table titles and cross-references
to tables.
z
Equation. Used in cross-references to
equations.
k
Code example. Used in code titles and cross-
references to codes.
Symbol Explanation
y Symbols used in the publication
Abbreviation Definition
ANSI American National Standards
Institute
DWH Data warehouse
EC European Community
ETL Functionality to Extract, Transform,
and Load data
IVD In vitro diagnostic
LIS Laboratory information system
n/a Not applicable
OTSS Off-the-Shelf software
QC Quality Control
TAT Turnaround time
y Abbreviations
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cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
10 Preface
CAUTION
!
Caution...
r ...indicates a hazardous situation which, if not avoided,
could result in minor or moderate injury.
NOTICE
Notice...
r ...indicates a hazardous situation that, if not avoided,
may result in damage to the system.
Important information that is not safety relevant is
indicated with the following icon:
q Tip...
...indicates additional information on correct use or useful
tips.
What is new in publication version 4.2
Details about filter use This version has a new topic with some details that you
must consider to use the filters correctly.
u About report filters (22)
New reports This version includes the description of the reports that
are new in the current software version, including a new
type of reports that gather patient data.
u Description of the Test cost report (48)
u Description of the Test result average report (51)
u Description of the Related test result report (53)
u Description of Concept with outcomes statistics
report (56)
u Description of the Microbiology by MIC report (77)
u Description of the Microorganism count by culture
report (79)
u Description of the Patient test result report (82)
u Description of the Patient cost report (85)
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New filters in the susceptibility reports A new filter has been added to be able to differentiate if
you want to consider the first result or the overall result.
This filter can be used in the following reports:
u Description of the Susceptibility statistics report (61)
u Description of the Susceptibility statistics by sample
type report (63)
u Description of the Susceptibility statistics details
report (66)
Update of the TAT details report The date filter has been modified so that you can now
filter by date range and also by TAT range in minutes.
Additionally, the report displays a new column that shows
the instrument group where the test was processed.
Quick links for last and current month have been added.
u Description of the TAT details report (34)
Data model This version includes an update of the specifications of
the data model.
u Appendix: Data model specifications (93)
Troubleshooting This version includes a troubleshooting section.
u Troubleshooting (92)
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
12 Overview
Overview
The cobas
®
infinity insights application provides
statistics and custom report capabilities. It is composed of
an open, statistics-oriented, comprehensive data
repository, and a set of standard predefined reports.
In this section
System requirements (12)
Who uses this application (12)
Consulting the legal and version information (13)
System requirements
To view correctly the reports produced by the application,
you must fulfill the following requirements:
Operating system:
- Microsoft Windows 7 Professional 64 bits
Internet browser:
- Internet Explorer 8
- Internet Explorer 9
- Internet Explorer 10 (in compatibility mode)
- Internet Explorer 11
Who uses this application
You can find different user profiles using the
cobas
®
infinity insights application.
Report consumers Need periodic reports about the tests consumed (for
example, for budget and internal billing purposes) or the
performance of their center. They have no experience in
business analytics.
Data analysts Need a more detailed access to data than the one offered
by the predefined reports. They are not experts in
business analytics, but can use a reporting tool to
customize the predefined reports to meet some specific
needs.
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Consulting the legal and version information
You can find the version number, intended use, copyright,
license information, and other legal requirements in a
specific report.
r To consult the legal and version
information
1
Choose Home > AboutAndLicenses.
2
Read the legal information that the report displays.
I Depending on your country, the information
displayed may vary.
1
2
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
14 Using the predefined reports
Using the predefined reports
The application offers several predefined reports to get
the desired data in an easy way.
In this section
Accessing the predefined report types (14)
Viewing a report (15)
Description of the report general features (17)
Accessing the predefined report types
The cobas
®
infinity insights reports can be accessed via
an Internet Explorer browser using SQL Server Reporting
Services.
CAUTION
!
Disclosure of sensitive data due to unauthorized
system access
To avoid the unauthorized access, misuse of the system
and loss of audit logs’ traceability:
r You must not use shared user accounts.
d m A Microsoft Internet Explorer browser
j m User access assigned by the system administrator
r To access the predefined reports
1
Open an Internet Explorer window.
2
Go to the URL address provided by the system
administrator.
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3
Enter your Windows user name and password.
f The application’s home window is displayed.
4
To access the available reports, choose the
corresponding folder.
StandardReports: For Central Lab reports
StandardReportsMIB: For Microbiology reports
StandardReportsPATIENT: For patient
nominative reports.
I The StandardReportsPATIENT folder is only
available if the Include Patient Data parameter
was set to the Yes option during installation. For
more information, refer to the service
documentation.
f All the reports included in that report set are
displayed.
u Related topics
Viewing a report (15)
Report sets:
- Description of the Central Lab report set (25)
- Description of the Microbiology report set (59)
- Description of the patient report set (82)
Viewing a report
Reports are generated with the SQL Server Reporting
Services tool from a set of predefined reports and
displayed on an Internet Explorer browser. Then, they can
be printed or exported to PDF or Excel files.
d m A Microsoft Internet Explorer browser
j m User access assigned by the system administrator
3
4
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
16 Using the predefined reports
r To view a report
1
Access the application’s home window, and then
choose the folder containing the report type that you
want to use.
2
Choose the report type that you want to use.
3
In the upper area of the window, select the
corresponding options for the data that you want to
include in the report. In the mandatory fields without a
default option, the report selects by default the same
values of the last time that you viewed this report.
I Depending on the type of report, you see different
fields.
4
Choose the View Report button.
f The report is generated and displayed in the same
window.
5
To navigate through the pages, use the page
navigation buttons.
6
To zoom in or out the report view, select the
corresponding option in the drop-down list.
7
To search text in the report, enter it in this field and
choose one of these buttons:
To find the first match, choose the Find button.
To find the following match, choose the Next
button.
8
To export data, choose this button and then one of the
available options: PDF or Excel.
I When you export to Excel, only 32 000 characters
are exported per cell.
9
To update the displayed data, choose this button.
10
To print the report, choose this button.
2
3
4
5
6
7
8
9
10
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u Related topics
Accessing the predefined report types (14)
Report sets:
- Description of the Central Lab report set (25)
- Description of the Microbiology report set (59)
- Description of the patient report set (82)
Description of the report general features
The predefined reports are designed to include the
elements detailed below.
w Example of a report
Header The report header is aimed at displaying the center name,
address, and logo.
The information for the header is set during the
installation process. If you need to change it, contact a
Roche Service representative.
A Header E Number of items in the group
B Quick links for date ranges F Report specifications
C Icon to expand G Report data
D Icon to collapse H Footer
A
B
C
D
E
F
G
H
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cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
18 Using the predefined reports
Grouping icons The reports grouping information displays the groups
with an icon to show or hide the items in the group.
The amount of items inside each group is always
displayed in the grouping row.
Report specifications Under the header, the report specifies the type of report,
the time frame of the included data, and the selected
filters. When you choose the (none) option in a filter
drop-down list, the report header does not show the filter
nor its values.
You can expand and collapse the detailed information
about the selected filters. When you export a report to a
PDF file, it is shown as displayed on the screen.
Footer The report footer displays the date and time when it was
generated, the report name, the application version, the
user name, a self-generated number, and the pagination.
Quick links for date ranges Some reports include links configured to display a
specific date range without having to use the date filters.
The reports with the Date grouping drop-down list in
the filtering area include the following quick links
depending on the selected option:
- If you selected the Weekly or Daily options, the
report includes the Current month and Last
month links.
- If you selected the Monthly option, the report
includes the Current quarter and Last quarter
links.
The reports with To and From fields to select dates
and without the Date grouping drop-down list in the
filtering area include the Current month and Last
month links.
The reports with To and From fields to select months
in the filtering area do not include quick links.
q After choosing a quick link, the report is updated
with the data corresponding to the new date range and
the filter area is hidden. You can display it again by
choosing the upper bar.
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Overview of the predefined reports
The cobas
®
infinity insights application includes
different sets of predefined reports to get information
about the laboratory activity and its performance.
In this section
About the report types (19)
About report data interpretation (21)
About report filters (22)
About statistical concepts (24)
Description of the Central Lab report set (25)
Description of the Microbiology report set (59)
Description of the patient report set (82)
About the report types
You use a different type of predefined reports depending
on the kind of information that you want to view.
Test consumption The test consumption reports count the number of tests
performed and how they are distributed.
To view information about test consumption, use one of
these reports:
Activity by instrument
Activity by orderer
Activity by location
Test count statistics
Order count statistics
Order, sample, and test count statistics
Concept statistics
Weekly activity summary
Yearly activity summary
Test cost
Test result average
Related test result
Concept with outcomes statistics
Roche Diagnostics
cobas infinity insights · Software version 3.0 · User Guide · Version 4.2
20 Overview of the predefined reports
Workflow management The workflow management reports measure the
performance of the laboratory according to the specified
conditions.
To view information about workflow management, use
one of these reports:
TAT distribution
TAT details
Daily TAT distribution
Microbiology These reports provide you with information about tested
samples, microorganisms found or the antibiotics
sensitivity results.
To view information about epidemic trends and
antibiotics, use one of these reports:
Microbiology culture count
Microbiology sample culture count
Microbiology value statistics
Susceptibility statistics
Susceptibility statistics details
Susceptibility statistics by sample type
Patient infection statistics
Microorganism statistics
Microbiology culture per sample
Microbiology by MIC
Microorganism count by culture
Patient nominative These reports provide you with information about
patients.
To view information about patients, use one of these
reports:
Patient cost
Patient test result
u Related topics
Description of the Central Lab report set (25)
Description of the Microbiology report set (59)
Description of the patient report set (82)
/