Roche cobas infinity insights User manual

cobas

®

infinity insights

User Guide

Version 5.0

Software version 3.1

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

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.

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.

5.0 3.1 July 2017 New section added for the self-reporting feature.

Terminology change: cobas

®

infinity IT solutions changed to

cobas

®

infinity central lab

u What is new in publication version 5.0 (10)

y Revision history

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

3

Warranty Any customer modification to the system renders the

warranty or service agreement null and void.

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.

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 INFINTY, 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 3.1 · User Guide · Version 5.0

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Contact address

Roche Diagnostics GmbH

Sandhofer Strasse 116

68305 Mannheim

Germany

Made in Spain

07428537001

Distributed in USA by:

Roche Diagnostics

9115 Hague Road

Indianapolis

Indiana

USA

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

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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 5.0 . . . . . . . . . 10

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

System requirements . . . . . . . . . . . . . . . . . . . . . . . . 11

Who uses this application . . . . . . . . . . . . . . . . . . . . 11

Consulting the legal and version information . . . . 12

Using the predefined reports . . . . . . . . . . . . . . . . . . . . 13

Accessing the predefined report types . . . . . . . . . 13

Viewing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Description of the report general features . . . . . . 16

Overview of the predefined reports . . . . . . . . . . . . . . . 18

About the report types. . . . . . . . . . . . . . . . . . . . . . . 18

About report data interpretation. . . . . . . . . . . . . . . 20

About report filters . . . . . . . . . . . . . . . . . . . . . . . . . . 21

About statistical concepts . . . . . . . . . . . . . . . . . . . . 23

Description of the Central Lab report set . . . . . . . 24

Description of the Activity by instrument

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Description of the Activity by orderer report. . 26

Description of the Activity by location report . 28

Description of the TAT distribution report . . . . 29

Description of the Daily TAT distribution

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Description of the TAT details report . . . . . . . . 33

Description of the Test count statistics report 35

Description of the Order count statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Description of the Order, sample, and test

count statistics report. . . . . . . . . . . . . . . . . . . . . 38

Description of the Concept statistics report . . 40

Description of the Weekly activity summary

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Description of the Yearly activity summary

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Description of the Test cost report . . . . . . . . . . 47

Description of the Test result average report . 50

Description of the Related test result report. . 52

Description of Concept with outcomes

statistics report . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Description of the Microbiology report set . . . . . . 58

Description of the Susceptibility statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Description of the Susceptibility statistics by

sample type report . . . . . . . . . . . . . . . . . . . . . . . 62

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Description of the Susceptibility statistics

details report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Description of the Patient infection statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Description of the Microorganism statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Description of the Microbiology culture count

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Description of the Microbiology culture per

sample report . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Description of the Microbiology sample

culture count report . . . . . . . . . . . . . . . . . . . . . . 72

Description of the Microbiology value

statistics report . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Description of the Microbiology by MIC

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Description of the Microorganism count by

culture report . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Description of the patient report set . . . . . . . . . . . 79

Description of the Patient test result report . . 79

Description of the Patient cost report . . . . . . . 82

Using the self-reporting feature . . . . . . . . . . . . . . . . . . 86

Creating a cube report. . . . . . . . . . . . . . . . . . . . . . . 86

Defining a table. . . . . . . . . . . . . . . . . . . . . . . . . . 87

Overview of a cube report . . . . . . . . . . . . . . . . . 91

About the cube reports . . . . . . . . . . . . . . . . . . . . . . 92

Description of the cube structure. . . . . . . . . . . 93

Description of the cube types . . . . . . . . . . . . . . 93

Description of the available measures. . . . . . . 97

Description of the available dimensions . . . . . 98

Relation table between cubes, measures and

dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Accessing a cube report . . . . . . . . . . . . . . . . . . . . . 104

Updating an existing cube report. . . . . . . . . . . 105

Customizing a standard report . . . . . . . . . . . . . . . . 105

Customizing a Patient infection statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Unable to display reports with Internet Explorer

10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

Preface 7

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 5.0 (10)

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

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 central lab

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

Roche Diagnostics

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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

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

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 5.0

Self-reporting feature This version provides a new feature including 3 cubes for

the General Lab module, and 4 cubes for the

Microbiology module.

This feature allows you to create easily your own reports

using any BI tool supporting connection to Microsoft

Analysis Services. The tool used to create the examples

and instructions shown in this user guide is Microsoft

Excel.

The new feature replaces the previous functionality for

generating reports using PowerPivot and the Data model.

Therefore, the sections ‘Using an external tool to generate

reports’ and the ‘Appendix: Data model specifications’

have been deleted.

u Using the self-reporting feature (86)

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

11

Overview

The cobas

®

infinity insights application provides

statistics and custom report capabilities. It is composed of

the following:

• An open, statistics-oriented, comprehensive data

repository;

• A set of standard predefined reports;

• A set of predefined cubes from which you can create

your own reports.

In this section

System requirements (11)

Who uses this application (11)

Consulting the legal and version information (12)

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.

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

12 Overview

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

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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 (13)

Viewing a report (14)

Description of the report general features (16)

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.

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

14 Using the predefined reports

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 (14)

• Report sets:

- Description of the Central Lab report set (24)

- Description of the Microbiology report set (58)

- Description of the patient report set (79)

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

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15

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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cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

16 Using the predefined reports

u Related topics

• Accessing the predefined report types (13)

• Report sets:

- Description of the Central Lab report set (24)

- Description of the Microbiology report set (58)

- Description of the patient report set (79)

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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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.

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

18 Overview of the predefined reports

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 (18)

About report data interpretation (20)

About report filters (21)

About statistical concepts (23)

Description of the Central Lab report set (24)

Description of the Microbiology report set (58)

Description of the patient report set (79)

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

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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 (24)

• Description of the Microbiology report set (58)

• Description of the patient report set (79)

Roche Diagnostics

cobas infinity insights · Software version 3.1 · User Guide · Version 5.0

20 Overview of the predefined reports

About report data interpretation

To interpret the reports correctly, you must consider

particular features related to the information provided by

the data source.

q Data comes from the history or daily database of the

data source depending on the installation.

Orders • In the initial data load process, the date considered for

the reports is the order registration date.

Tests • In workflow management reports, the end date

considered is the day when the test was validated.

During installation, the system administrator sets

whether to consider the technical or the medical

validation.

• In test consumption reports and in reports from the

Microbiology report set, the date considered is the day

when the result was entered.

u To know which is the type of a report, see About the

report types (18).

Dates • The first day of the week is defined during installation.

• The date format in the filter area corresponds to the

browser configuration.

• The date format in the reports corresponds to the

application’s installation settings.

Demographic options • In the demographic filters, the drop-down lists display

the options as configured in the data source.

• Only coded and free/coded demographics are

included (maximum 50 options).

• Demographic options are shared for Central Lab and

Microbiology report sets, so a drop-down list could

show an option which is not applicable to that report.

• The Emergency Lab module is displayed as a

demographic option. If you want to exclude data from

that module, or only include its data, you must choose

the Emergency Lab option in the demographic filters.

Language • The language of the framework elements corresponds

to the language preference set in the Internet browser

options.

• The language of the field and report names is set

during the application installation.

• The language of the specific options in drop-down

lists depends on the data source configuration.

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Roche cobas infinity insights User manual

Roche cobas infinity insights User manual

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