cobas infinity central lab

Roche cobas infinity central lab User manual

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cobas® infinity
User Manual
Software version 1.1.0
Roche Diagnostics
User Manual · Version 2.0 2
cobas® infinity
Information about the document
Revision index
Edition notice This manual is intended for users of the cobas infinity solution.
Every effort has been made to ensure that all the information contained in this
document is correct at the time of printing. However, Roche Diagnostics GmbH
reserves the right to make any changes necessary without prior notice as part of
ongoing product development.
Any changes made to the software by the customer will render the warranty or
service agreement null and void.
Software updates may only be performed by Roche service representatives.
Intended use cobas infinity is a laboratory information system that covers work flow and data
management with connected preanalytical, analytical, and postanalytical
instruments, including processes from order entry to report printing. This
management involves order entry and report printing processes, among others.
cobas infinity can be connected to one or several:
1. Roche preanalytical instruments.
2. Roche postanalytical instruments.
3. Roche and non-Roche analytical instruments (biochemistry, immunology, urine
analysis, coagulation, hematology, and molecular diagnostics).
4. Laboratory Information Systems (LIS).
5. Hospital Information Systems (HIS).
6. Electronic Health Record Systems (EHRS).
7. Work area solutions for hematology, clinical chemistry, and urinalysis. Roche and
non-Roche analytical instruments.
8. Point-of-care devices and software.
9. Export of quality control results to commercial benchmarking tools: QC results
are sent to an external QC validation system for validation. The results of the
validation can be integrated into the solution.
10. Clinical Decision Support Systems (CDSS) and Risk Calculation Software (e.g.
Astraia, Viewpoint, SsdwLab).
11. Billing systems.
12. Intensive care systems.
13. Non-HIS order entry systems.
Manual version Software version Revision date Changes
1.0 1.0.0 September 2013 First edition
1.1 1.0.0 September 2013 Process format
improvements
1.2 1.0.0 October 2013 Corrupted screenshot
corrected
1.3 1.0.0 January 2014 Some incorrect
symbols deleted
2.0 1.1.0 July 2014 New features of
software version 1.1.0
Table 1
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14. Picture Archiving Systems (PACS).
15. Document Management Systems (DMS).
Connectivity between the solution and the aforementioned instruments or systems
enables the exchange of data uni- or bidirectionally via interface.
Uni- and bidirectionally transmitted data contain patient information, order data,
and result data.
Patient information includes patient demographics and identifying information.
Order information contains test requests.
It is essential that the user reads this manual carefully before using the system, since it
contains relevant information for the correct use and configuration of the software,
as well as security warnings that should be taken into account to guarantee patient
safety.
Copyrights © 2014, Roche Diagnostics International Ltd
License information cobas infinity software is protected by contract law, copyright law, and international
treaties. cobas infinity contains a user license between Roche Diagnostics GmbH 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.
Commercial open source software cobas infinity 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, refer
to the electronic distribution included with this product.
This product and cobas infinity as a whole can constitute a device regulated in
accordance with applicable law. For more detailed information, refer to the user
manual and labeling.
Remember that the respective authorization is no longer valid according to the
corresponding legislation should any unauthorized changes be made to cobas
infinity.
Trademarks cobas infinity is a registered trademark and the cobas infinity logo is a registered
trademark of Roche. Other product names and registered trademarks are the
property of their respective owners.
The following trademarks are acknowledged:
ROCHE, COBAS, and LIFE NEEDS ANSWERS, Roche registered trademarks.
All other trademarks are the property of their respective owners.
Contact addresses
Authorized manufacturer and
representative
Roche Diagnostics GmbH
Sandhofer Strasse 116
D-68305 Mannheim
Germany
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Table of contents
Information about the document 2
Contact addresses 3
Table of contents 5
Preface 11
Online help system 11
Conventions used in this document 12
Safety classifications 12
System safety information 13
Introduction
1 Understanding the user interface
Main screen structure 23
Generic user interface elements 33
2 System overview
About cobas infinity 49
Adding comments 51
Filtering options 57
Main tab: work with the application
3 Entering orders
Warnings 65
Entering orders 66
Entering orders and pre-orders with panels 77
Entering orders by batch 84
About order and pre-order entry and modification
88
How to collect pre-orders 89
4 Entry and validation of results in General Lab,
Emergency Lab, and Lab Flow
Warnings 95
How to enter and validate results 96
How to enter and validate serology results 116
Selecting orders before validating them 118
Validation with result template 124
About validation 127
See also 129
5 Printing reports
Report print 133
Printing control 137
6 Consulting orders and patients
Patient search 141
Order search 145
Preorders search 149
Patient history 151
Order traces 155
Epidemiological record 159
Sent/received 162
Orders in the daily file 165
Rejection review 167
7 Patient management
Patient entry/edition 173
Patient merging 175
8 Tasks with work areas
Warnings 181
Routine and emergency work areas 182
Microbiology work areas 194
9 Tasks with work lists
Warnings 215
How to print and enter results in antibiogram work
lists 216
How to print and enter results in work lists 225
10 How to perform quality controls
Safety precautions for working with QC 237
Manual result entry 238
Result review 241
Levey-Jennings chart 250
Cumulative chart 254
11 Sample distribution and archiving
Warnings 259
Sample tracking 260
Manual aliquot 265
Manual distribution 268
Archive 280
12 Quality management and auditing
Document management 295
Audit management 305
Equipment management 342
13 Lab Intelligence - Statistics
Lab Intelligence 349
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Administration tab: application settings
14 Application users and access permissions
Profiles 357
Users 369
LDAP access configuration 372
15 Entering tests
Warnings 377
Routine and emergency test entry 378
Microbiology test entry 399
Urine test strip entry 405
Groups and supergroups: organization of the tests by
laboratory sections 409
16 Order entry
Order ID 415
Assignment number 420
Sample identifiers 422
Tube identifiers 424
Label assignment 427
External data capture 428
Interview 431
Panels 436
Entry by panels screens 447
17 Labels
Warnings 453
Labels 454
Printers 458
Label assignment 461
18 Entering specific Microbiology items
Entering results 467
Entering antibiograms 470
Entering profiles 476
19 Entering comments
Previous considerations 483
Coded comments 484
Groups of comments 485
Supergroups of comments 486
Assignment of groups of comments to tests 487
See also 488
20 Configuring work lists
How to configure work lists 491
Configuring antibiogram groups for work lists 500
21 Validating results
Criteria 503
Filters 507
Validation profiles 509
Alarm types 510
22 Configuring reports
General configuration of reports 513
How to configure epidemiological reports 536
23 Patient management
Patient ID1 541
24 Configuring work areas
How to enter General Lab and Emergency Lab work
areas 547
How to enter Microbiology work areas 555
25 Configuring demographic data
Definition of demographics 563
Enabling demographics 567
Editing patient demographics 570
Demographic correlation 573
26 General
General parameters 579
Configurable screens 627
System events 645
27 Alarms
Warning management 651
28 Rule engine
Variables 657
Rules 661
Examples of rule engine configuration 688
29 Connecting the application to instruments
Warnings 695
Basic configuration: entering instruments 696
Configuring General Lab options 709
Configuring Microbiology options 719
Configuring sample type mapping 721
Configuring the instrument image directory 722
30 Application connection to network drives and
servers
Entering network drives 727
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31 Connecting the application to hosts
Warnings 731
Previous considerations 732
Basic configuration: entering communication items
with a host 733
How to configure incoming and outgoing messages
749
Associating hosts and modules 761
About the host and module association screen 762
How to configure patient import and export actions
765
How to map items used for general communication
with the host 780
How to map items specific to Microbiology 786
32 Connecting the application to optical readers
Mark forms 793
Optical readers 794
33 Quality control
Previous considerations 801
Reagents 802
Controls 805
Lots 810
Values per instrument 814
Rule assignment 817
Test association for traces 822
34 Sample distribution and archiving
Warnings 825
Target configuration 826
Target sorting 837
Manual aliquot definition 842
Workplace definition 845
Archives 846
35 Document management and auditing
Warnings 851
Operator 852
Document management 854
Issue management 857
Configuring indicators 864
Equipment management 871
36 Lab Intelligence - data analysis
Administration 881
Monitoring tab: module control
37 Control of the connections with instruments
Connections status 887
Performing manual preparations 902
Distributing tubes with and without load sheets 907
38 Control of the connections with hosts
Warnings 911
Message monitoring 912
Host status 915
Manual sending to host 918
Manual actions 921
Save/restore configuration 924
Master file import 927
Issues 929
39 Rule engine
Rule control 935
Mark lists 938
40 Optical reader
Reader control 945
41 Sending messages between users
Message sending 951
42 Remote management of the software and hardware
inventory
Previous considerations 955
Configuration 956
Patches 960
Events 964
43 Statistics
Statistical concepts 967
Statistics 968
Statistical closing 979
44 Configuring the historical database
Traces from history file 983
45 Monitoring, other options
Delete/restore orders 987
End-of-day process 990
Monitoring charts 992
System events 998
Log record 999
Save/restore configuration 1001
Data export for support 1003
Order release 1004
Configuration traces 1007
Appendixes
46 Appendix
Example of a report format configuration 1015
Basic flows for order processing 1025
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Glossary: definition of concepts
47 Glossary
Index
Index 1043
Notes
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Preface
cobas infinity is a laboratory information system that covers the work flow and data
management with connected preanalytical, analytical, and postanalytical
instruments. This management involves order entry and report printing processes,
among others.
This manual includes descriptions of the cobas infinity features and operating
concepts, as well as the specification of its features and work and configuration
procedures.
This manual describes the entire cobas infinity solution. Depending on the modules
installed in your center, there will be parts of this document that do not apply.
How to use this manual
Q
Keep this manual in a safe place to ensure it is not damaged and that it may be reused.
The structure of this manual reflects the arrangement of cobas infinity menu entries
in order to make it easier for the user to find the information related to each option.
The features common to several modules are only described in the General Lab
chapter. Therefore, you must go to those chapters when you require further
information about those options.
In order to simplify the search for information by topic or item, this manual provides
a table of contents at the beginning of the document and each chapter, as well as an
index at the end.
Online help system
cobas infinity features online help with context-sensitive information serving as a
guide for the system operation. In this way, no matter where you are in the software,
the help feature displays the text or screenshot related to the application area being
viewed.
The online help is a quick and convenient means of finding information: descriptions
of screens and dialog boxes, instructions on how to perform certain procedures, and
so on.
F1 help To access the online help, press the F1 key or choose the Help icon on the upper part
of the screen.
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Conventions used in this document
Visual queues are used to help locate and interpret information in this document
quickly. This section explains the formatting conventions used in this document.
Symbols The following symbols are used:
Abbreviations The following abbreviations are used:
Safety classifications
This section explains how the preventive information is introduced in this user
manual.
The safety precautions and important observations for the user are classified
according to the ANSI Z535.6 standard. Familiarize yourself with the following
symbols and their meanings.
Symbol Description
Start of a procedure
End of a procedure
Items in a list
Cross-reference
Safety warning
Table 2
Abbreviation Definition
ANSI American National Standards Institute
EC European Community
CS Communication Server
e.g. for example
EN European Norm
HCA Host Connectivity Agent
ICA Instrument Connectivity Agent
SOP Standard Operating Procedure
QA Quality Assurance
QC Quality Control
UPS Uninterruptible power supply
TAT Turnaround Time
Table 3
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WARNING
Warning
r Indicates a possible dangerous situation that, unless prevented, may cause death or
severe injuries.
CAUTION
Caution
r Indicates a possible dangerous situation that, unless prevented, may cause mild or
minor injuries.
NOTICE
Note
r Indicates a possible dangerous situation that, unless prevented, may cause damages to
the device.
The following symbol signals important information that does not apply to safety:
Q
Recommendations
Indicates additional information on the correct use of the system or useful advice.
System safety information
Roche Diagnostics S. L. has established a series of recommendations with the aim of
allowing the user to work with the application under safe conditions and
guaranteeing the correct operation and proper performance of the communication
network in which this product has been installed.
Q
Read the following recommendations carefully for the correct operation of the application
and cobas infinity communication network.
Alarms
WARNING
Verification of the Notifications area
r Verify the alarms area periodically in order to check warnings regarding the database
size and clean it if necessary.
CAUTION
Alarms in validation screens and reports
r To prevent users from validating results without noticing system or instrument alarms,
always configure alarms for validation screen and reports.
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Barcodes and labels
WARNING
Use of barcodes on the tubes
r In order to help locate the tubes, it is highly advisable to always use primary and
secondary tubes with barcodes whenever possible. If no barcode labels are used, take
special care not to misplace tubes when samples are put in the racks.
r It is strongly recommended to have appropriate Standard Operating Procedures (SOP)
to avoid an incorrect handling of tubes.
r It is recommended to use barcode labels to archive trays.
Configurations and users
WARNING
User training
r All users must receive adequate training on the application according to the use they
make of it. The fact that untrained users work with the software can lead to misuse of
the application and unwanted consequences, such as misinterpretation of results, data
loss, mixed data, or violation of confidentiality, among others.
WARNING
Restricting access to critical functions
r It is also advisable to restrict access to critical system functions (for example,
configuration screens) only to qualified users. If only qualified users work with the
application, the risk of issues related to the configuration of the system is dramatically
reduced.
WARNING
Access to the application and user accounts
r Access to the application should only be granted to users who have been trained and
assigned a user name and password. The password must be confidential and must
comply with the usual security principles. It must be changed periodically to prevent
unauthorized parties from gaining access.
r It is recommended that you develop SOP to ensure that only qualified personnel access
the application.
r One account per user: do not create generic user accounts to be used by more than
one person. Create a different account for each user, even if they have the same
access rights.
WARNING
Passwords, access, and system shutdown
r Only authorized personnel should install this software. Personnel must ensure they do
not disclose internal Roche passwords to unauthorized parties.
r Access to application files and folders on any computer should also be restricted to
authorized personnel only.
r For security reasons and for patient confidentiality, all users must exit the application or
lock their computer before leaving their workplace.
WARNING
Standard operating procedures
r In addition to the safety parameters included in the software and the training provided
to system users, it is recommended that the laboratory staff develops SOP that describe
how to manage any potential problems during the validation process or if the
instrument malfunctions while tests are being processed or data is being sent.
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WARNING
Validation of configurations
r Use the appropriate controls to validate the configuration of the instruments before
starting to use them.
WARNING
System configurations
r The preconfigured settings in the system must only be used as a reference. It is
recommended that they are not used as default settings, since they should be modified
to suit the system and the health center requirements.
Backups
WARNING
Backup protocol
r It is strongly recommended to make regular backups (preferably daily) of the whole
system.
r Confirm that the files and directories backup has been carried out successfully and
store the backup in a safe place.
r Always check that a backup log has been created or check the result in Monitoring
> Log record.
WARNING
Backups and updates
r Before upgrading the software, make backups of all the databases and system
configurations. For more information about how to make backups, see the Monitoring
module.
WARNING
Journaling
r Enable the journaling feature and resize it depending on the capacity of the hard drive.
Reading devices
WARNING
Information entry and reading devices
r If wrong information is entered during data entry or configuration procedures (test
properties, instrument configuration, patient data, and so on), results could be
misinterpreted.
r It is recommended that you use reading devices (optical readers, barcode readers, card
readers, etc.) and check that they are operating correctly before using them in real
environments.
General
WARNING
Holding data
r Define an appropriate period for holding data depending on the disk space available.
WARNING
System performance
r To ensure the operation of the system at full capacity, avoid connecting more users or
instruments than your infrastructure supports.
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Hardware filter
NOTICE
Hardware
r It is recommended to use hardware filters and amplifiers in installations experiencing
noise problems in the network due to a lack of compliance with the other
recommendations.
Application installation
WARNING
Previous checks
r Ensure there is no other version of the application installed prior to installing a new
one.
r Make a backup of the database and the configuration before uninstalling the
application to ensure that there is no data loss.
WARNING
Secure infrastructure
r A secure infrastructure for the application network must be established and security
policies must be defined to address potential problems or system failures.
Instruments
WARNING
Hosts and instruments
r It is recommended that the connection with host systems and/or instruments is made
via TCP/IP instead of via a RS-232 interface whenever possible.
r Check each connection and its associated configuration to guarantee correct data
transfer.
NOTICE
Connections
r When the application is connected to analyzers through a RS-232 serial port interface,
the cable should be as short as possible, in order to avoid any noise or electromagnetic
interference that may affect communication.
r It is recommended that the application and the instruments connected to it are placed
in a network segment separated from the rest of the network devoted to other uses.
Additionally, it is also recommended to use firewalls to ensure isolation.
WARNING
Data sent by instruments
r Verify that all the data sent by the different devices are correctly saved in the test
(units, operator, flags, and so on) and perform a correct configuration in order to
prevent incomplete tests from being validated.
WARNING
Receiving data
r In the event that the instruments do not show the time at which the results were sent,
note that receiving successive results with the same value could be due to data being
transmitted twice and not due to a repetition of the result.
r Use the appropriate controls to check which results have not been received and to
forward those that have been lost after a connection problem or after switching off the
instrument.
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WARNING
Automatic aliquoters and labeling
r It is recommended to use automatic aliquoters. Be careful when handling labware
(tubes, disks, and so on) and pay attention to the labeling of the orders, since a
labeling error could lead to confusion of results.
Security parameters
WARNING
Enabled security parameters
r All security parameters (profiles, access restrictions, and so on) are enabled by default.
Remember that disabling security parameters may lead to potentially major risks, for
example unqualified personnel may change instruments or system configurations or
unauthorized users may access confidential information.
WARNING
Safety parameters and users
r Even when safety parameters are enabled, users of the application must receive
adequate training. Lack of training could result in the misuse of the software:
misinterpretation or loss of data, wrong configuration of the system and instruments,
and so on.
WARNING
Configuration of parameters
r It is recommended that only Roche qualified personnel configure the parameters.
r User, test, and instrument configurations can only be changed by users with the
corresponding permissions.
It is recommended that test configurations are checked whenever any of their features
change.
r It is recommended that the effects of configuration changes are checked in the system
before saving any modifications.
UPS
WARNING
Application shutdown
r There should only be standard procedures to shut down the application. Users must
exit the application before shutting down the computer on a daily basis. Having a UPS
installed that can perform a safe shutdown mitigates the risk of data loss due to power
failure.
WARNING
UPS usage
r It is recommended that a UPS is used in order to avoid interruptions to the power
supply that may affect software performance and data storage.
r Upon enabling the UPS, a safe shutdown of the system will start before the power
supply is interrupted.
r It is recommended that the UPS software is periodically upgraded and the correct
operation of the device is checked on a regular basis.
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Servers
WARNING
Servers and application performance
r Use servers that are correctly dimensioned to the needs of your installation in order to
guarantee the best performance of the application. It is recommended to configure the
servers using a high availability and data redundancy system. The existence of a
second server avoids data loss in case of severe or critical failures in the system.
Audit traces
Q
All the changes made in the system are recorded using an audit trace.
Transmission speed and wiring
WARNING
Transmission speed and wiring
r Slow down the transmission speed in the event of communication issues between the
application and the instruments and/or hosts.
Q
It is recommended to comply with conventions and standards applicable to the structured
wiring to prevent any network damage that may affect correct communication and data
transmission.
Introduction
1 Understanding the user interface .................................................................................................... 21
2 System overview............................................................................................................................... 47
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