Roche cobas infinity insights User manual

cobas

®

infinity insights

User Guide Version 3.0

Software version 2.1.0

Roche Diagnostics

cobas infinity insights · Software version 2.1.0 · User Guide · Version 3.0

2

Publication information

Edition notice This publication is intended for operators of the

cobas

®

infinity insights module.

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.

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.

Publication

version

Software version Revision date Change description

1.0 1.0.0 October 2014 First version

2.0 2.0.0 May 2015 u What is new in publication version 2.0 (9)

3.0 2.1.0 November 2015 u What is new in publication version 3.0 (9)

y Revision history

Roche Diagnostics

cobas infinity insights · Software version 2.1.0 · User Guide · Version 3.0

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reserved.

License information

The cobas

®

infinity insights software 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.

Contact address

Roche Diagnostics GmbH

Sandhofer Strasse 116

68305 Mannheim

Germany

Made in Spain

Roche Diagnostics

cobas infinity insights · Software version 2.1.0 · User Guide · Version 3.0

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T

able of contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Intended use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Symbols and abbreviations . . . . . . . . . . . . . . . . . . . 7

Safety classifications . . . . . . . . . . . . . . . . . . . . . . . . 8

What is new in publication version 2.0 . . . . . . . . . 9

What is new in publication version 3.0 . . . . . . . . . 9

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

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

Who uses this module . . . . . . . . . . . . . . . . . . . . . . . 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

Description of the Central Lab report set . . . . . . . 21

Description of the Activity by instrument

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Description of the Activity by orderer report. . 23

Description of the Activity by location report . 25

Description of the TAT distribution report . . . . 26

Description of the Daily TAT distribution

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Description of the TAT details report . . . . . . . . 30

Description of the Test count statistics report 31

Description of the Order count statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Description of the Order, sample, and test

count statistics report. . . . . . . . . . . . . . . . . . . . . 35

Description of the Concept statistics report . . 37

Description of the Weekly activity summary

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Description of the Yearly activity summary

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

Description of the Microbiology report set . . . . . . 45

Description of the Susceptibility statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Description of the Susceptibility statistics by

sample type report . . . . . . . . . . . . . . . . . . . . . . . 48

Description of the Susceptibility statistics

details report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Description of the Patient infection statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Description of the Microorganism statistics

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Description of the Microbiology culture count

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

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Description of the Microbiology culture per

sample report . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Description of the Microbiology sample

culture count report . . . . . . . . . . . . . . . . . . . . . . 57

Description of the Microbiology value

statistics report . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Using an external tool to generate reports . . . . . . . . . 61

Configuring PowerPivot . . . . . . . . . . . . . . . . . . . . . . 61

Creating a PivotTable . . . . . . . . . . . . . . . . . . . . . . . . 62

Appendix: Data model specifications. . . . . . . . . . . . . . 64

List of Central Lab fact tables. . . . . . . . . . . . . . . . . 64

Diagrams of the Central Lab fact tables . . . . . 65

Description of the Central Lab dimensions. . . 69

Description of the Central Lab fact tables . . . 75

Description of the Central Lab TAT tables. . . . 79

List of Central Lab aggregation tables. . . . . . . . . . 81

Diagrams of the Central Lab aggregation

tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Description of the Central Lab aggregate

tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

List of Microbiology fact tables . . . . . . . . . . . . . . . 83

Diagrams of the Microbiology fact tables . . . . 84

Description of the Microbiology dimensions . 87

Description of the Microbiology fact tables . . 90

List of demographic fact tables . . . . . . . . . . . . . . . 92

Diagram of the demographic fact table. . . . . . 93

Description of the demographic dimensions . 95

Description of the demographic fact table . . . 96

Description of the demographic views . . . . . . 99

Roche Diagnostics

cobas infinity insights · Software version 2.1.0 · User Guide · Version 3.0

6 Preface

Preface

This publication provides information about the routine

use of the cobas

®

infinity insights module, as well as an

overview of all the types of reports provided.

u

• Intended use (7)

• Symbols and abbreviations (7)

• Safety classifications (8)

• What is new in publication version 2.0 (9)

• What is new in publication version 3.0 (9)

Roche Diagnostics

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Intended use

The cobas

®

infinity insights module 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 abbreviations are used.

Symbols used in the publication

Product name Abbreviation

cobas

®

infinity insights

module

cobas

®

infinity IT solutions

data producer

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

cobas infinity insights · Software version 2.1.0 · User Guide · Version 3.0

8 Preface

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 2.1.0 · User Guide · Version 3.0

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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 2.0

New layout and structure Due to customer feedback, we have updated the layout

and the structure of this publication to help you find

information easier and perform tasks quicker.

New predefined reports We have included the new reports added in this software

version.

Data access with external tools For advanced users who want to access the database

through an external tool, we have explained how to use

PowerPivot for Excel with the module. We have also

included the specifications of the data model for a better

understanding of data.

What is new in publication version 3.0

New reports This version includes the description of the reports that

are new in the current software version.

u Description of the Order count statistics report (33)

u Description of the Order, sample, and test count

statistics report (35)

u Description of the Concept statistics report (37)

u Description of the Weekly activity summary report (40)

u Description of the Yearly activity summary report (43)

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10 Preface

Details about report data This version has a new topic with some details that you

must consider to interpret the report data correctly.

u About report data interpretation (20)

Changes in the look and feel This version includes a new section to explain the quick

date links that some reports present for default date

ranges.

u Quick links for date ranges (17)

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Overview

The cobas

®

infinity insights module provides statistics

and custom report capabilities. It is composed of an open,

statistics oriented, comprehensive data repository and a

set of standard predefined reports

u

• System requirements (11)

• Who uses this module (11)

• Consulting the legal and version information (12)

System requirements

To view correctly the reports produced by the module,

you need to fulfill the following requirements:

• Operating system:

- Microsoft Windows 7 Professional 64 bits

• Internet browser:

- Internet Explorer 8

- Internet Explorer 9

- Internet Explorer 10

- Internet Explorer 11

Who uses this module

You can find different user profiles using the

cobas

®

infinity insights module.

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 2.1.0 · User Guide · Version 3.0

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.

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Using the predefined reports

The module offers several predefined reports to get the

desired data in an easy way.

u

• 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.

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.

3

Enter your Windows user name and password.

f The module’s home window is displayed.

4

To access the available reports, choose the

corresponding folder.

• StandardReports: For Central Lab reports

• StandardReportsMIB: For Microbiology reports

f All the reports included in that report set are

displayed.

3

4

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14 Using the predefined reports

u Related topics

• Viewing a report (14)

• Report sets:

- Description of the Central Lab report set (21)

- Description of the Microbiology report set (45)

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 Word or Excel files.

d m A Microsoft Internet Explorer browser

j m User access assigned by the system administrator

r To view a report

1

Access the module’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.

2

3

4

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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.

u Related topics

• Accessing the predefined report types (13)

• Report sets:

- Description of the Central Lab report set (21)

- Description of the Microbiology report set (45)

5

6

7

8

9

10

Roche Diagnostics

cobas infinity insights · Software version 2.1.0 · User Guide · Version 3.0

16 Using the predefined reports

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.

Grouping icons The reports grouping information display 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.

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

D

E

C

A

F

G

H

B

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Report specifications Under the header, the report specifies the type of report,

the time frame of the included data, and the selected

filters.

You can expand and collapse the detailed information

about the selected filters. When you export a report to a

PDF file, it only shows the details of the expanded header

items.

If you have chosen the (none) option in a filter drop-

down list, the report header does not show it.

Footer The report footer displays the date and time when it was

generated, the report name, the module version, the

server name, the report ID, 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 2.1.0 · User Guide · Version 3.0

18 Overview of the predefined reports

Overview of the predefined reports

The cobas

®

infinity insights module includes different

sets of predefined reports to get information about the

laboratory activity and its performance.

u

• About the report types (18)

• About report data interpretation (20)

• Description of the Central Lab report set (21)

• Description of the Microbiology report set (45)

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

Workflow management The workflow management reports measure the

performance of the lab according to the specified

conditions.

To view information about workflow management, use

one of these reports:

• TAT distribution

• TAT details

• Daily TAT distribution

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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

u Related topics

• Description of the Central Lab report set (21)

• Description of the Microbiology report set (45)

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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 producer.

q All data comes from the history database of the data

producer. Any data pending to be transferred to the

history database is not included in the reports.

Orders • The date considered in the reports is the day when the

order was registered in the data producer.

• Depending on the data producer configuration,

reports only count orders with at least one result.

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

module’s installation settings.

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

the options as configured in the data producer.

• 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 module installation.

• The language of the specific options in drop-down

lists depends on the data producer configuration.

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Roche cobas infinity insights User manual

Roche cobas infinity insights User manual

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