Roche cobas infinity insights User manual

cobas

®

infinity insights

User Manual Version 2.0

Software Version 2.0.0

Roche Diagnostics

cobas infinity insights · Software Version 2.0.0 · User Manual · Version 2.0

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.

Where to find information The User Manual focuses on routine operation and

configuration. The information is organized according to

the normal operation workflow.

General attention

To avoid incorrect results, ensure that you are familiar

with the instructions and safety information.

r Pay particular attention to all safety notices.

r Always follow the instructions in this publication.

r Do not use the software in a way that is not described

in this publication.

r Store all publications in a safe and easily retrievable

place.

Training Do not carry out operation tasks or maintenance actions

unless you have received training from Roche

Diagnostics. Leave tasks that are not described in the

user documentation to trained Roche Service

representatives.

Screenshots The screenshots in this publication have been added

exclusively for illustration purposes. Configurable and

variable data, such as tests, results, or path names visible

therein must not be used for laboratory purposes.

Warranty Any customer modification to the system renders the

warranty or service agreement null and void.

Publication

version

Software version Revision date Change description

1.0 1.0.0 October 2014 First version

2.0 2.0.0 May 2015 Software update

y Revision history

Roche Diagnostics

cobas infinity insights · Software Version 2.0.0 · User Manual · Version 2.0

3

For conditions of warranty, contact your local sales

representative or refer to your warranty contract partner.

Always leave software updates to a Roche Service

representative or perform such updates with their

assistance.

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.

Roche Diagnostics

cobas infinity insights · Software Version 2.0.0 · User Manual · Version 2.0

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Contact address

Roche Diagnostics GmbH

Sandhofer Strasse 116

68305 Mannheim

Germany

Made in Spain

Roche Diagnostics

cobas infinity insights · Software Version 2.0.0 · User Manual · Version 2.0

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T

able of contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Intended use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Symbols and abbreviations . . . . . . . . . . . . . . . . . . . 9

Safety classifications . . . . . . . . . . . . . . . . . . . . . . . . 10

What is new in publication version 2.0 . . . . . . . . . 11

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

System requirements . . . . . . . . . . . . . . . . . . . . . . . . 12

Who uses this module . . . . . . . . . . . . . . . . . . . . . . . 12

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

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

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

About the report general features . . . . . . . . . . . . . 16

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

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

About the Central Lab report set . . . . . . . . . . . . . . 19

About the Activity by instrument report . . . . . 20

About the Activity by orderer report . . . . . . . . 22

About the Activity by location report . . . . . . . . 23

About the TAT distribution report . . . . . . . . . . . 25

About the TAT details report . . . . . . . . . . . . . . . 27

About the Daily TAT distribution report . . . . . . 29

About the Test count statistics report . . . . . . . 31

About the Microbiology report set . . . . . . . . . . . . . 32

About the Susceptibility statistics report. . . . . 33

About the Susceptibility statistics by sample

type report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

About the Susceptibility statistics details

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

About the Patient infection statistics report . . 39

About the Microorganism statistics report . . . 40

About the Microbiology culture count report . 41

About the Microbiology culture per sample

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

About the Microbiology sample culture count

report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

About the Microbiology value statistics report 45

Using an external tool to generate reports . . . . . . . . . 47

Configuring PowerPivot . . . . . . . . . . . . . . . . . . . . . . 47

Creating a PivotTable . . . . . . . . . . . . . . . . . . . . . . . . 48

Appendix: Data model specifications. . . . . . . . . . . . . . 50

List of Central Lab fact tables. . . . . . . . . . . . . . . . . 50

Diagrams of the Central Lab fact tables . . . . . 51

Description of the Central Lab dimensions. . . 54

Description of the Central Lab fact tables . . . 57

Description of the Central Lab TAT tables. . . . 62

List of Central Lab aggregation tables. . . . . . . . . . 64

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Diagrams of the Central Lab aggregation

tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Description of the Central Lab aggregate

tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

List of Microbiology fact tables . . . . . . . . . . . . . . . 66

Diagrams of the Microbiology fact tables . . . . 67

Description of the Microbiology dimensions . 70

Description of the Microbiology fact tables . . 73

List of demographic fact tables . . . . . . . . . . . . . . . 75

Diagram of the demographic fact table. . . . . . 76

Description of the demographic dimensions . 77

Description of the demographic fact table . . . 78

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Preface 7

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 (9)

• Symbols and abbreviations (9)

• Safety classifications (10)

• What is new in publication version 2.0 (11)

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cobas infinity insights · Software Version 2.0.0 · User Manual · Version 2.0

8 Preface

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

application

y Product names

Symbol Explanation

o List item

u Related topics containing further information

q

Tip. Extra information on correct use or useful

hints.

r Start of a task

I Extra information within a task

f Result of an action within a task.

c Frequency of a task.

n Duration of a task.

d Materials that are required for a task.

j Prerequisites of a task.

u Topic. Used in cross-references to topics.

p Task. Used in cross-references to tasks.

w

Figure. Used in figure titles and cross-

references to figures.

y Symbols used in the publication

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Abbreviations The following abbreviations are used.

Safety classifications

The safety precautions and important user notes are

classified according to the ANSI Z535.6 standard.

Familiarize yourself with the following meanings and

icons:

Safety alert

r The safety alert symbol is used to alert you to potential

physical injury hazards. Obey all safety messages that

follow this symbol to avoid possible damage to the

system, injury, or death.

These symbols and signal words are used for specific

hazards:

WARNING

Warning...

r ...indicates a hazardous situation which, if not avoided,

could result in death or serious injury.

y

Table. Used in table titles and cross-references

to tables.

z

Equation. Used in cross-references to

equations.

k

Code example. Used in code titles and cross-

references to codes.

Symbol Explanation

y Symbols used in the publication

Abbreviation Definition

ANSI American National Standards

Institute

DWH Data warehouse

EC European Community

ETL Functionality to Extract, Transform,

and Load data

IVD In vitro diagnostic

LIS Laboratory information system

n/a not applicable

OTSS Off-the-Shelf software

QC Quality Control

TAT Turnaround time

y Abbreviations

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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.

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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 (12)

• Who uses this module (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.

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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)

• About 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 • A Microsoft Internet Explorer browser

j • 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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u Related topics

• Viewing a report (14)

• Report sets:

- About the Central Lab report set (19)

- About the Microbiology report set (32)

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 • A Microsoft Internet Explorer browser

j • 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, apply the

corresponding filters to select the data that you want

to include in the report.

I Depending on the type of report, the filters are

different.

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.

2

3

4

5

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14 Using the predefined reports

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.

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:

- About the Central Lab report set (19)

- About the Microbiology report set (32)

6

7

8

9

10

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About 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.

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

the time frame of the included data, and the selected

filters.

A Header E Report specifications

B Icon to expand F Report data

C Icon to collapse G Footer

D Number of items in the group

C

D

B

A

E

F

G

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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.

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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 the Central Lab report set (19)

• About the Microbiology report set (32)

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

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

Roche Diagnostics

cobas infinity insights · Software Version 2.0.0 · User Manual · Version 2.0

18 Overview of the predefined reports

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

• About the Central Lab report set (19)

• About the Microbiology report set (32)

About the Central Lab report set

You can find the predefined reports for the biochemisty

laboratory in the StandardReports folder.

u To access the reports, see Accessing the predefined

report types (13).

u

• About the Activity by instrument report (20)

• About the Activity by orderer report (22)

• About the Activity by location report (23)

• About the TAT distribution report (25)

• About the TAT details report (27)

• About the Daily TAT distribution report (29)

• About the Test count statistics report (31)

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About the Activity by instrument report

This report counts the tests processed by each

instrument, including details about reruns, QC, and

calibrations.

w Example of an Activity by instrument report

Report name Report_ActivityByInstrument

Purpose To help the customer monitor the activity of each

instrument.

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cobas infinity insights · Software Version 2.0.0 · User Manual · Version 2.0

20 Overview of the predefined reports

Filters • From and To: Time frame when the instrument

activity takes place based on result production date.

You can only select one value at a time. By default, the

last month is selected.

• Instrument group: Groups of instruments to be

monitored. You can select multiple values at a time. By

default, all groups are selected.

• Instrument: Specific instrument to be monitored.

• Test group: Groups of tests associated with the

orderer. You can select multiple values at a time. By

default, all groups are selected.

• Sample type: Sample types to be tested and

measured by the selected instruments. You can select

multiple values at a time. By default, all types are

selected.

• Group by: You can select the grouping element in the

report or no grouping.

Report details The report presents the instruments grouped by test,

displaying the following details:

• Test short name: Test short name

• Test description: Test long name

• Instrument: Instrument name

• Patient results: Sum of patient tests

• QC: Sum of QC tests

• Reruns: Sum of reruns

• Calibrations: Sum of calibrations

• QC in %: Ratio QC (Sum of QC / Total sum of tests *

100, 1 decimal digit)

• Rerun in %: Ratio reruns (Sum of reruns / Patient

results * 100, 1 decimal digit)

• Total amount: Total sum of tests (Sum of patient

tests + Sum of QC tests + Sum of reruns + Sum of

calibrations)

• Last summary Total amount line: Total sum of tests

per test type for the instrument group

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Roche cobas infinity insights User manual

Roche cobas infinity insights User manual

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