Roche BenchMark GX User manual

Category
Software
Type
User manual

This manual is also suitable for

VSS v12.5 1 1015672EN RevA
Ventana System Software
Version 12.5 Software Update
____________________________________________
Ventana Medical Systems, Inc.
www.ventana.com
Part No. 1015672EN Rev A
September 2016
VSS v12.5 2 1015672EN RevA
Ventana System Software Version 12.5 Software Update
Copyright
© 2016 Ventana Medical Systems, Inc.
Trademark
BENCHMARK, DISCOVERY, VENTANA, and the VENTANA logo are trademarks of Roche. All other trademarks are
the property of their respective owners.
Licenses
VENTANA products may be governed by one or more license agreements including third-party licenses. Users of the
products or software discussed in this document, including Ventana System Software Version 12.5, and other VENTANA
products are subject to the terms of such licenses. Other products, components modules features and/or functions
referenced in this document that are not part of the BenchMark ULTRA base instrument or package of products discussed
herein may not be received or used by any person unless the relevant license fees are paid and the relevant license
agreements are duly executed.
Contact
Ventana Medical Systems, Inc.
a Member of the Roche Group
1910 E. Innovation Park Drive
Tucson, Arizona 85755
USA
+1 520 887-2155
+1 800 227-2155 (USA)
www.ventana.com
Roche Diagnostics GmbH
Sandhofer Strasse 116
D-68305 Mannheim
Germany
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Contents
Ventana System Software 6
System Information and Software Version Control 6
Global Navigation ................................................................................................6
Instrument Bar .....................................................................................................7
Communicator .....................................................................................................7
Home View ..........................................................................................................7
Instrument View ..................................................................................................8
Generate Slide Labels 9
Create a Slide Label .............................................................................................9
Create a Batch of Slide Labels ..........................................................................11
Print a Batch of Slide Labels .............................................................................11
Remove a Label from the Print List ..................................................................12
Cancel Slide Label Printing ...............................................................................12
Apply a Slide Label ...........................................................................................12
Print Labels from the Order List ........................................................................13
Perform a Staining Run 13
Running Mode ...................................................................................................13
Start the Staining Run ........................................................................................14
Print Run Reports ..............................................................................................14
Work With Slides 16
Edit Slide Data ...................................................................................................16
Manage Slide Orders 17
About the Order List ..........................................................................................17
Organize the Order List .....................................................................................19
Find Orders ........................................................................................................21
Print Orders ........................................................................................................22
View Order Details ............................................................................................22
Create a New Order ...........................................................................................22
Change Order Information ................................................................................23
Create Multiple Orders ......................................................................................24
Delete an Order ..................................................................................................27
Print Reports and Labels ....................................................................................27
Reports 29
Quality Control Reports .....................................................................................29
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Managing Inventory 33
Print a Detail Usage Report ...............................................................................33
Register a Ventana Reagent ..............................................................................35
Register Non-Ventana Products ........................................................................36
Log Products ......................................................................................................37
Fill a Ventana Dispenser ...................................................................................42
Deactivate Products ...........................................................................................46
Reactivate Products ...........................................................................................46
Create Staining Protocols 46
Create and Print a Protocol ................................................................................46
About Staining Protocols ...................................................................................48
Instrument Protocols Option .............................................................................48
Search, View, and Print Features in the Protocol Editor ...................................49
Selectable Protocol Options ..............................................................................50
Protocol Views ..................................................................................................50
How to Filter Protocols .....................................................................................52
How to Search Protocol Steps by Keyword ......................................................53
How to Print from the Protocol Editor ..............................................................53
How to Use the Zoom Feature ..........................................................................54
How to Scroll with the Mouse Wheel ...............................................................54
Modify a Protocol ..............................................................................................54
Delete a Protocol ...............................................................................................55
View Protocol Definitions .................................................................................55
Print Protocol Steps and Details ........................................................................55
Print a Protocol Usage Report ...........................................................................56
Set Up the System 56
Set Up the Host ..................................................................................................57
Specify SLS Options .........................................................................................59
Set Up Passwords and Log-ins ..........................................................................60
Add a User Name and Password .......................................................................61
Change a User Name and Password ..................................................................62
Delete a User Name and Password ....................................................................62
Add a User Group ..............................................................................................62
Change a User Group ........................................................................................63
Delete a User Group ..........................................................................................63
Look Up User Names or Groups .......................................................................63
Enter Address for Report Headings ...................................................................64
Find Hardware Serial Numbers .........................................................................64
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VENTANA Connect 64
Cleaning and Maintenance 65
Using the Clean Icon .........................................................................................65
Instrument Maintenance ....................................................................................66
Print User Maintenance Logs ............................................................................67
Record Completed Maintenance .......................................................................68
About Decontamination Tasks ..........................................................................68
View or Add Maintenance Notes ......................................................................68
VSS v12.5 6 1015672EN RevA
Ventana System Software
This portion of the operators manual is to assist users navigating Ventana System Software (VSS) who are
familiar with NexES software. This document provides details on performing tasks previously performed with
NexES software.
The Ventana System Software provides easy access to key functions and processing information. Three
features in the upper screen—the Global Navigation, Instrument Bar, and Communicator—are available
everywhere in the software. The Home View appears in the lower screen at startup. It provides System buttons
to navigate to other functions and shows images of connected instruments.
Some key software features are described in this section.
System Information and Software Version Control
In the Home View, you can click the System Info button to see the VSS Software part number and revision
number.
Figure 1. Software System Information
Global Navigation
Figure 2. Global Navigation
The Global Navigation bar is at the top of the screen. From anywhere in the system, the Global Navigation
icons go directly to: 1) Home View, 2) the Login window, 3) the Order List, where you can view and manage
orders and labels, and 4) the Inventory List, where you can view and manage products.
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Instrument Bar
The Instrument Bar is below the Global Navigation. It shows status information for each instrument connected
to the computer. Status is indicated by colored lights. When an instrument is connected and idle, its indicators
are green. During slide processing, indicators are yellow.
Figure 3. Instrument Bar
Communicator
The Communicator shows information and error messages for connected instruments. Each message is
associated with a timestamp and an icon representing the message type. For error messages, a Sign Off button
appears at the right of the panel. You can click the resize arrow to expand or shrink the message area. You can
also enter notes about a message.
Figure 4. Communicator
Home View
When the software starts up, the Home View appears in the lower part of the screen. It shows the same data as
the Instrument Bar, but in a graphic format. It also provides System buttons to navigate to other software
functions and an Instrument Setup button for navigating instruments. You can click the Home icon in the
Global Navigation to return to this view from anywhere in the system.
Figure 5. Home View
(1) Instrument status indicators.
(2) Next operator action.
(3) Time until next action.
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Instrument View
The Instrument View allows you to view the status of each subcomponent of a configured staining instrument
at a glance (reagent, slide, bulk, and waste), and allows navigation to detailed views of each subcomponent. To
navigate to an Instrument View, click the instrument name in the Instrument Bar or the instrument image in the
Home View.
Figure 6. Instrument View
Feature Descriptions at Instrument View
Feature Description
Instrument Home
icon
From other views accessed from Instrument View, returns you to the Instrument
View.
Reagent icon Opens the reagent histogram where you can see details for each dispenser on
the reagent carousel.
Slide icon Opens the slide histogram where you can see details for each slide position.
Instrument
Maintenance icon
Opens Instrument Maintenance where you can print maintenance logs and
check lists, record maintenance done, and run functions to decontaminate the
instrument or clean the slide drawers.
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Generate Slide Labels
Create a Slide Label
1. At the Home View, click the Create Label button.
Figure 7. Create Label Button
The SLS opens.
Clean icon Starts an instrument cleaning cycle with one mouse click.
Slide images Displays which slide positions are available and in use and the status of the
slides on the instrument.
Reagent wheel Displays which reagent slots are available and in use and the status of the
reagent dispensers on the instrument.
Reagent Grid icon Opens the reagent grid that displays recently scanned reagent information. You
also now have the ability to scan reagents on the instrument without having
started a run, to gather already loaded reagent information.
Instrument name Displays the instrument name and the next operator action.
Bulk bottles Monitor the status of bulk reagent bottles.
Waste Monitor the status of waste containers.
Run icon Enables the user to start a run on the instruments.
Feature Description
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2. Click the Protocols tab. The Select Slide Labels view appears.
Figure 8. Create Slide Label
3. Select the label template and protocols.
4. Click the Add button. The selected protocols appear in the Label(s) to Print list. To remove a protocol from
the list, select it, and then click the Remove button.
5. Click the Close/Print button. The Ventana Slide Labeling System view opens.
Figure 9. Enter Slide Label Text
Option What To Do
Label Type Click instrument type.
Select Template The default label template is displayed. If you want to use a different
template, click the list box arrow and select another label template.
Protocol List For each label you want to print, click a protocol. To select multiple
protocols, use CTRL click.
Copies Enter the number of copies to print for the selected protocol.
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6. Type the required fields from your template, and other text you want to appear on the label, and then click
the Print button. The next label moves to the top of the list. Continue entering text and printing each label
until the list is empty.
IMPORTANT: If you modify a protocol, you must also update the label that you print in the SLS. Before
you apply a label to a slide, check that the label includes the correct protocol.
Create a Batch of Slide Labels
You can create a list of labels called a panel and store it in the computer. You can recall the panel later to print
the labels.
1. At the Home View, click the Create Label button. The SLS opens.
2. Click the Protocols button. The Select Slide Labels view appears.
3. Select the label template and protocols for the batch.
4. Click the Save as Panel button. The Enter Name for this Panel dialog box appears. Type a name for the
batch, and then click the Save button.
5. To print the labels, click the Close/Print button. To exit the Select Slide Labels options without printing,
click the Clear button, and then click Close/Print.
Print a Batch of Slide Labels
1. At the Home View, click the Create Label button. The SLS opens.
Figure 10. Create Label Button
Option What To Do
Label Type Click instrument type.
Select Template The default label template is displayed. If you want to use a different
template, click the list box arrow and select another template.
Protocol List Select the protocol you want to use for the batch.
Copies Enter the number of copies to print for the selected protocol.
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2. Click the Protocols button. The Select Slide Labels view appears.
3. Click the Panels tab.
4. Select the name of the batch you want to print, and then click the Add button.
5. To print the labels, click the Close/Print button. The SLS opens.
6. Type the required fields from your template, and other text you want to appear on the label, and then click
the Print button. The next label moves to the top of the list. Depending on your template settings, you can
continue entering text and printing each label until the list is empty.
NOTE: If you selected slide labels to print and then exited SLS without printing them, the labels will
remain selected until you print, remove, or clear them, or exit the VSS. If you click the Cancel or Close
button and leave SLS, the labels will still be selected when you return to SLS.
Remove a Label from the Print List
If you don’t want to print a label, you can remove it from the print list.
1. At the Home View, click the Create Label button, and then click the Protocols button in the SLS.
2. In the Labels to Print list, click the label, and then click the Remove button.
Cancel Slide Label Printing
1. At the Home View, click the Create Label button, and then click the Protocols button in the SLS.
2. Click the Cancel button to stop printing. The system returns to the SLS options but the labels are still
visible. You can choose any of the following options.
Apply a Slide Label
Option What To Do
Protocols button Click it to return to the Select Slide Label options.
Delete Label button Click it to delete the highlighted label from the list. The system prompts
you to verify that you want to delete the label.
Clear button Click it to remove all labels from the list and cancel printing. The system
prompts you to verify that you want to clear all labels from the list.
Print button Click it to return to the SLS and continue printing slide labels.
Close button Click it to cancel printing.
Figure 11. Apply a Slide Label
1. After the label is printed, tear it off carefully.
2. Push the transparent flap (1) over the label (if using
EBAR labels) to seal the printed side. Apply a clear
overlay if using a Zebra label.
3. Peel the label (2) from the backing (3).
4. Apply the label to the frosted side of the slide.
Make sure there are no air bubbles.
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Print Labels from the Order List
You can print slide labels for the order records in the Order List. Slide labels are printed using the default label
template set up in the SLS.
1. Click the Orders button in the Global Navigation.
Figure 12. Global Navigation
2. In the Order List, select one or more orders that need labels. To select multiple orders individually, CTRL
click each order. To select a group of orders, SHIFT click the group.
Figure 13. Order List View
NOTE: Before printing a label, make sure the label printer is connected to the computer, is turned on,
and has enough label stock loaded to print the labels.
3. Click the Printer button and select Label from the print options list.
The system prompts you to confirm that you want to print the selected labels. Click the Yes button to print
labels for the selected orders. Click the No button to exit the print option.
Perform a Staining Run
Running Mode
In Running mode, the system processes slides. To start Running mode, you click the Run button in the
Instrument View.
Figure 14. Startup Modes
The instrument has two modes: Stop Run and Run.
The mode the instrument is in determines what you
can do with it. The mode is set from the software
using Startup Mode buttons at the Instrument
View.
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Start the Staining Run
1. Make sure the reagent hood/cover and drawer are closed.
Print Run Reports
You can print a report that lists reagents, protocols, slide data, and system messages for staining runs that ran to
completion or for stopped runs.
1. At the Home View, click the Reports button.
Figure 16. Home View Reports Button
The Reports options appear.
2. At the Reports View, click Print Run Reports, then click the Successful Runs or Stopped Runs tab. Column
headings are shown on the top line of the grid.
Figure 17. Print Run Reports Button
2. At the Instrument View, click the Run mode button. You are
prompted to confirm that you want to begin a staining run.
3. When the pre-run checklist appears, check the appropriate
boxes, ensuring all checkpoints are correct.
4. The system reads the reagent and slide bar codes, calculates
the staining run time, and starts the run. During the run, the
Instrument Bar shows the countdown to run completion.
Figure 15. Run Time
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The Run Number, Instrument Name, Operator, Run Start Time, Slide Position, Protocol Name, and
Protocol Number columns are included in all reports.
The Accession ID, Case ID, and other slide data columns can be added or removed.
3. To choose columns to add to or remove from the report, click the button at the left of the Run No. column.
In the list box, click to check items to include or uncheck items to remove. When you check an item, it
immediately appears in the grid. When you uncheck an item, it immediately disappears from the grid.
When you leave the Reports View, your selections will be saved so the same columns will appear the next
time you return to Reports View.
4. Click the Include Protocol Steps box under the Successful Runs tab if you want to include protocol steps in
the report. When you click the Stopped Runs tab, the Include Protocol Steps box is automatically checked.
5. In the Slide Data Type to Print list box, select the slide data to appear on the report.
6. In the list of runs, click a run, and then click the Print Report button. To select more than one run, use
CTRL click or SHIFT click.
7. A Print Preview window appears so you can review the report before you print it. Click the Printer button
to print the report. When you are finished, click the Close button.
Figure 18. Completed Run Report
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Work With Slides
Edit Slide Data
NOTE: Once staining has started in VSS, changes are not allowed to the bar code field.
Edit or correct errors in the slide data.
1. At the Home View, click the Reports button.
Figure 19. Reports Button
The Reports options appear.
2. Click Print Run Reports. The Successful Runs tab appears.
Figure 20. Successful Runs Tab
3. In the Successful Runs list, click a staining run, and then click the Edit Slide Data button.
Figure 21. Edit Slide Data
4. In the Edit Slide Data form, the Barcode field is the only field that cannot be edited. Click any other cell,
type in new data, and then click the Save button.
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Manage Slide Orders
About the Order List
The Order List helps you manage slides that are being processed. You can scan the list to see which orders are
ready for processing and print a list of required reagents. You can also sort and filter orders, print a list of
orders, or create a new order and add it to the list.
Order List
To open the Order List, click the Orders icon in the Global Navigation.
Figure 22. Order List Features
Orders Sent from an LIS
Feature Description
1 View Use Layout and Group by options to view and organize orders.
2 Reset button Reset list back to default settings.
3 Filter Create a custom filter to sort orders.
4 Quick Find by Value Find an order.
5 Actions Left to right: New Order, Maintenance, and Print.
6 State Key Colors used to indicate the status of slides in the State column.
7 Orders list Lists slide orders currently in the system.
8 Records Displayed Shows the number of order records displayed in the list.
If your facility is linked to a Laboratory Information
System (LIS), check the Orders icon for pending orders
from the LIS. When new orders arrive, the Orders icon
displays a green circle with a number in it.
Figure 23. Orders Received from LIS
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How Orders Are Organized
The Order List organizes slides into order records and displays them in a list. Records appear in the Order List
when a slide label is printed in SLS, a new order record is created, or an order record is sent from the LIS.
The list is sorted in ascending order with the most recent orders at the top. Column headings are defined by the
slide data fields that are set when the host is configured. Some data fields are described below.
Figure 24. Order Data
Column Description
Label Appears black when a label has been printed and gray when a label has
not been printed.
Instrument Shows the instrument identification number.
Position Shows the slide position the slide is in.
State Displays a color-coded status for each slide. Corresponds to the State
Key located above the list.
Protocol Number Lists the protocol number for the order and the slide label.
Protocol Name Lists the protocol name for the order and the slide label.
Patient Name Shows the name of the patient whose tissue is being tested.
Accession ID Lists an identifier used to track an order through the system.
Block ID Lists an identifier used to track a tissue block through the system.
Case ID Lists an identifier used to track a case through the system.
Slide ID Lists an identifier used to track a slide through the system.
Patient ID Used to identify a patient in the system.
Institution Shows the name of the institution performing the test.
Requester Lists the pathologist who requested the test.
Date of Birth Shows the date of birth of the patient.
Gender Shows the patient’s gender.
Date of Surgery Shows the patient’s date of surgery.
Anatomic Site Lists the site where a tissue sample was taken from the patient.
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Organize the Order List
The Order List displays all orders currently in the system. You can move or resize columns, sort column data,
group orders of the same type, or filter out all orders except those you want to see.
Column Options
Use the Column Options List to sort the data in a column.
1. Right-click a column heading. The Column Options list box opens.
2. Select Sort Ascending or Sort Descending. All of the records in the list are sorted by the values in the
heading.
3. To go back to the original order, right-click the column heading again, and then select Clear Sorting.
Move or Resize Columns
To move a column, click the heading and drag it to its new location.
To resize the width of a column, move the column divider between two column headings. When a double-
headed arrow appears, click and drag the column divider.
Sort Column Up or Down
Click a column heading to sort the column data in ascending or descending order. The first click sorts the
column data in ascending order. The second click sorts it in descending order. Notice a small gray arrow shows
the sort order: down means descending order and up means ascending order.
To sort multiple columns, click the first column, then SHIFT click each additional column.
Return to Default Settings
To remove any sort or search options applied to the Order List, click the Reset button. The columns return to
the original settings.
Custom Filters
You can create filters to make it easier to locate a specific order or to sort an order set.
Surgical Procedure Lists any surgical procedure associated with the patient’s care.
Consult ID Shows the name of anyone consulted on a case.
Custom 1 and 2 Fields defined by the laboratory manager and unique to each facility.
Date Entered Shows when the order was entered into the system.
Column Description
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The Order List will remember the last custom filter you applied using the Filter Builder. You can then reapply
the filter directly from the Layout menu.
Figure 25. Filter Buttons
1. To open the Filter Builder, click the Filter button (1), and then click the Customize button (2).
2. In the Filter Builder, you can either set up a new filter or open a filter you created and saved earlier. After
you select or create the filter, click the Apply button. Only the records defined in the filter remain in the
Order List.
Figure 26. Filter Builder
3. If you create a new filter click Save As, enter a name for the filter, and click Save.
4. Click the OK button to close the filter.
5. In the Layout menu, select another option, such as Printed Case Slide Orders. The grid changes to display
the new set of records.
6. To re-use the last filter applied, open the Layout menu again and select Custom.
Figure 27. Retrieve a Custom Filter
Order Maintenance
The Order List provides maintenance options so you can delete out of date or incomplete records from the list.
Because each order is a separate record, you need to delete the record and then save the changes. To restore a
record, you can cancel the changes.
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Roche BenchMark GX User manual

Category
Software
Type
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