Atellica® Solution Workflow Overview Online Training Version 1.26 and Above

Continue Main Scene Master Template HOOD5162003052540| Effective Date: 26-Nov-2019 ? Atellica® Solution Workflow Overview Online Training This course includes information on how the operator will interact day to day with the software. Identify and navigate guided workflows Determine if an analyzer can run a test Describe how the Gear icon can be used to access configuration screens Search for and view sample status 1 4 3 2 Welcome audf_atellica_workflow_olt_welcome.mp3 Welcome to the Atellica Solution Workflow Overview Online Training. Upon successful completion of this course, you will be able to identify and navigate guided workflows. Search for and view sample status. Describe how the Gear icon can be used to access configuration screens and determine if an analyzer can run a test. ? Guided Workflow Scenario: You need to perform a task that you don’t routinely perform - adjusting the QC configuration settings. Where can you go to help you remember the workflow steps and which screens to use? Let’s see how we can use the guided workflow feature to perform tasks like QC setup. To learn more click on the play button below. Play Guided Workflow audf_atellica_workflow_olt_guidedworkflow.mp3 You need to perform a task that you don’t routinely perform - adjusting the QC configuration settings. Where can you go to help you remember the workflow steps and which screens to use? Let’s see how we can use the guided workflow feature to perform tasks like QC setup. To learn more, click on the play button below. ? Sample Search Scenario: Someone has called looking for a result. How will you help? Let’s use our special features to find this specimen to review results. To learn more click on the play button below. Play Sample Search audf_atellica_workflow_olt_samplesearch.mp3 Someone has called looking for a result. How will you help them? Let’s use the special features in the Atellica Solution to find and review results. To learn more, click on the play button below. ? Analyzer Readiness Scenario: Want to know if a certain analyzer is ready to run a certain test? Let’s look at how to check the status of assays on our analyzers. To learn more click on the play button below. Play Analyzer Readiness audf_atellica_workflow_olt_analyzerreadiness.mp3 Want to know if a certain analyzer is ready to run a certain test? Let’s look at how to check the status of assays on our analyzers. To learn more, click on the play button below. ? Course Review Congratulations. You have completed the Atellica® Solution Workflow Overview Online Training course. Select the numbered buttons below to review the material before proceeding to the final assessment. Describe how Gear icon can be used to access configuration screens Search for and view sample status Identify and navigate guided workflows 1 1 1 3 3 3 2 2 2 4 4 4 Determine if an analyzer can run a test Course Review Determine if an analyzer is ready to run a test Assay Status Screen Allows you to review that the status of all assays for each analyzer Provides a high-level view of the tasks needed to be able to process samples on each analyzer Calibration Due Screen Lists calibration requirements for reagents onboard the system Provides information on if there is a need to create a calibration order, or load QC or calibrator material Sample Interventions Tile Displays summary information about patient, calibration, and QC samples on the system that require intervention Describe how the Gear icon can be used to access configuration screens The Gear icon is available in the upper right corner on several screens.​ It connects you to the configuration screen associated with that topic: Allows you to customize the view on that screen Ability to edit configuration settings related to that topic Search for and view sample status To search for a specific sample:​ On the Toolbar, select the Search icon Enter or scan the sample ID, patient ID, ​patient name, or rack ID​ Select whether to include historical results​ Select Search​ Under Search Results:​ Select Navigate to Worklist to access links to the ​Worklist screen for that sample​ Select Location to view the Rack ID for that sample, and access links to the Samples Overview or Archive Racks​ Select Errors/Events to view a description of any errors associated with that sample, and access links to the Operator Event Log​ Identify and navigate Guided Workflows Guided workflow features: Contains predefined workflows that display different tasks linked together Many of these workflows are not something you may do on a regular basis You can minimize the Guided Workflow screen and re-open it later to pick up where you left off You can skip steps in a Guided Workflow if they are not needed for your task When you select a step in a Guided Workflow, it takes you to the screen for that step within the Guided Workflow window, without having to navigate away. You can complete the task right within the Guided Workflow window Disclaimer Please note that the learning material is for training purposes only. For the proper use of the software or hardware, please always use the Operator Manual or Instructions for Use (hereinafter collectively “Operator Manual”) issued by Siemens Healthineers. This material is to be used as training material only and shall by no means substitute the Operator Manual. Any material used in this training will not be updated on a regular basis and does not necessarily reflect the latest version of the software and hardware available at the time of the training. The Operator Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions. Please note: Some functions shown in this material are optional and might not be part of your system. Certain products, product related claims or functionalities (hereinafter collectively “Functionality”) may not (yet) be commercially available in your country. Due to regulatory requirements, the future availability of said Functionalities in any specific country is not guaranteed. Please contact your local Siemens Healthineers sales representative for the most current information. The reproduction, transmission or distribution of this training or its contents is not permitted without express written authority. Offenders will be liable for damages. All names and data of patients, parameters and configuration dependent designations are fictional and examples only. All rights, including rights created by patent grant or registration of a utility model or design, are reserved. © Siemens Healthcare GmbH 2021 Siemens Healthineers Headquarters\Siemens Healthcare GmbH\Henkestr. 127\ 91052 Erlangen, Germany\Telephone: +49 9131 84-0\siemens-healthineers.com ? Disclaimer Assessment This assessment will test your retention of the presented content. A passing score of 80% or higher is required to complete the course and earn your certificate. You may repeat the assessment as many times as needed. Start ? Assessment Select the best answer. ? Question 1 of 5 Which of the following is TRUE regarding the Guided Workflow feature? You can minimize the Guided Workflow screen and re-open it later to pick up where you left off. You cannot skip steps in a Guided Workflow. Steps that you have not done yet will not appear on the workflow list. You have to leave the Guided Workflow screen to perform the steps for each task in the workflow. Multiple Choice Incorrect The Guided Workflow screen displays the appropriate software screen for each task; the tasks can be performed from that screen. Steps that you have not done yet will appear with a white circle. You can skip steps. Skipped steps are indicated by a half grey/half white circle. Select the best answer. ? Question 2 of 5 Which of the following buttons is used to access configuration screens associated with the current screen? Gear icon in the upper right Question mark in the bottom left Navigator button in the upper left Guided Workflow button on the Home screen Multiple Choice Incorrect The Guided Workflow button opens a screen with a list of predefined workflows. The Navigator button is located in the tool bar. The Navigator displays the site map of all software screens, and can be used to access any screen. The question mark icon in the tool bar opens Online Help. Select the best answer. ? Question 3 of 5 Which of the following can you search for, using the System Search screen? Sample ID, Patient ID, Patient Name, or Rack ID Patient Name, Test Name, or Rack ID Sample ID, Patient ID, Patient Name, or Test Name Multiple Choice You cannot search for Test Name using the System Search screen You cannot search for Test Name using the System Search screen Select the best answer. ? Question 4 of 5 What information is displayed on the Assay Status screen? The status of all assays for each analyzer, including if QC or calibration is needed. The settings for enabling or disabling each assay for each analyzer. A list of assay errors that have occurred on each analyzer. Multiple Choice The Operator Event Log contains a list of errors that have occurred. The Assay List screen contains settings for enabling or disabling each assay for each analyzer. Select the best answer. ? Question 5 of 5 How can you search for the status of a sample? Select the Search icon in the Toolbar at the bottom of the screen. Select the Search icon in the Sample Interventions tile. Select the Search icon within the System Status map. Multiple Choice The System Status map displays the current status of all modules on the system. The Sample Interventions tile displays information about the samples that require intervention. Assessment Results YOUR SCORE: PASSING SCORE: Review Retry Retry Continue Continue Continue %Results.ScorePercent%% %Results.PassPercent%% ? Assessment Results You did not pass the course. Take time to review the assessment then select Retry to continue. Congratulations. You passed the course.. Exit To access your Certificate of Completion, select the Launch button drop down on the course overview page. You can also access the certificate from your PEPconnect transcript. ? You have completed the Atellica® Solution Workflow Overview Online Training. Completion Navigation Help Select the icon above to open the table of contents. Click Next to continue. Next Welcome Slide The timeline displays the slide progression. Slide the orange bar backwards to rewind the timeline. Click Next to continue. Next Timeline Select the CC icon to display closed captioning (subtitles). Click Next to continue. Next Caption Icon add subtitles Select the buttons to learn more about a topic. Be sure to review all topics before navigating to the next slide. Click Next to continue. Next Tab Arrow Slide Select the X to close the pop-up. Click Next to continue. Next Layer Slide Select Submit to record your response. Click the X in the upper right corner to exit the navigation help. Assessment Slide Guided Workflow ? Select Guided Workflows Tile. Blank audf_atellica_workflow_sim_guidedworkflow_001.mp3 Let’s take a moment and learn more about the features of the guided workflows. To open a guided workflow, select the guided workflow tile. Select the Guided Workflows Tile to continue. ? Select Launch button. Blank audf_atellica_workflow_sim_guidedworkflow_002.mp3 When the guided workflow page opens, you will see that this feature contains predefined workflows that display different tasks linked together. Many of these workflows are not something you may do on a regular basis, so this feature helps to remind you of the steps that are involved. The appropriate software screen for each step in a task is displayed, and the tasks can be performed from that screen. We will use the QC Settings and Master List workflow as our example. Select QC Settings and Master List and then select the launch button to begin. Select the Launch button to continue. ? Blank audf_atellica_workflow_sim_guidedworkflow_003.mp3 Now you are inside the QC Settings and Master List guided workflow. When you click on a step, it takes you to the page for that step within this same screen, without navigating away. The entire task can be completed here. The display keeps track of the steps you have taken. You are able to go back and forth within the pathway and you have the ability to skip items if not applicable. The current step for the displayed screen is indicated by an orange circle. ? Select the Minimize icon Blank audf_atellica_workflow_sim_guidedworkflow_004.mp3 Steps that have been accessed are indicated by grey circles as shown here. Skipped steps are indicated by a half grey and half white colored circle. If you haven’t gotten to a step yet it is white with a grey outline. You can also minimize the window. You can use that to get back there quickly even if you have navigated away and you can pick up where you left off. It is important to note that while someone has a workflow running, even if it is minimized and someone makes a change to one of the screens it will pull up the guided workflow screen. The software considers the windows to be in use, so that there is not a conflict, all changes need to happen within that workflow. Select the minimize icon. Select the Minimize icon to continue. ? Blank audf_atellica_msa_olt_sim_guidedworkflow_005.mp3 An icon will display in the Toolbar. When you need to view that guided workflow again, you can reopen that guided workflow window using the Toolbar icon. By hovering over the minimized icon, you can clearly see the minimized window contents. ? Note: Please click on the X in the upper right-hand corner to go back to the training Blank audf_atellica_workflow_sim_guidedworkflow_006.mp3 That concludes this discussion of guided workflows. Please click on the X in the upper right-hand corner to go back to the training. Analyzer Readiness ? Select Assay Status tile Blank audf_atellica_workflow_sim_analyzer_001.mp3 This simulation will discuss how to see if an analyzer is ready to run a test. For this example, there are two IM analyzers connected to our Atellica Solution. The first IM analyzer will be down for maintenance, so we would like to know if the second IM analyzer is able to run the TSH test. Let’s begin by checking the assay status. To get there, let's select the Assay Status tile. Select Assay Status tile to continue. ? Select Calibration Due tile Blank audf_atellica_workflow_sim_analyzer_002.mp3 The Assay Status screen allows you to review the status of all assays for each analyzer. This screen provides a high-level view of the tasks needed to be able to process samples on each analyzer. Here we see that it says calibration is needed for our second IM analyzer. Let’s next look at the Calibration Due screen to investigate this further. Select Calibration Due from the related links at the bottom of the screen. Select Calibration Due tile to continue. ? Select Home icon Blank audf_atellica_workflow_sim_analyzer_003.mp3 The Calibration Due screen lists calibration requirements for reagents onboard the system. The Calibration Due screen will tell us if we need to create a calibration order, or load QC or calibrator material. On the Calibration Due screen, we see that there is not a calibration due listed for TSH. Let’s continue investigating by taking a look at the sample intervention tile. Select the home icon. Select the Home icon to continue. ? Select Sample Interventions tile. Blank audf_atellica_workflow_sim_analyzer_004.mp3 Once you are on the home screen, we can see on the sample interventions tile that there is a calibration listed. Let’s take a look to see if this is a calibration for TSH. Select the Sample Interventions tile. Select Sample Interventions tile to continue. ? Blank audf_atellica_workflow_sim_analyzer_005.mp3 Here we see the status for the calibration for TSH on the second IM analyzer is awaiting acceptance. In order to be able to run tests on the analyzer we need to accept that calibration. If you click on the Test name, the Calibration Results Detail screen will display where you can select to Accept the calibration. This demonstrates the importance of keeping an eye on the Sample Interventions tile to address issues with calibration, QC, and patient samples. ? Note: Please click on the X in the upper right-hand corner to go back to the training Blank audf_atellica_workflow_sim_analyzer_006.mp3 That concludes this discussion of checking on analyzer readiness to run a test. Please click on the X in the upper right-hand corner to go back to the training. Sample Search ? Select the Search icon. Blank audf_atellica_workflow_sim_search_001.mp3 Let's use some special features to find the sample status and monitor the results for a particular sample. To do that let’s begin at the home screen view by selecting the search icon in the tool bar. Select the search icon. Select the Search icon to continue. ? Blank audf_atellica_workflow_sim_search_002.mp3 The search screen comes up, this is where you can search for a specific sample. You can include historical results or you can select to turn that off. At the search field you can enter or scan the sample ID, patient ID, patient name or rack ID. ? Select the Search button. Blank audf_atellica_workflow_sim_search_003.mp3 For this example, we have entered the sample ID. Select the Search button. Select the Search button to continue. ? Select the Navigate to Worklist button. Blank audf_atellica_workflow_sim_search_004.mp3 In this scenario, someone is looking for results. How do we do that? There are options to view Worklist information, sample location information, or Errors and Events. In this case, we would like to know the status of the sample and if the results are available, so we will look for the patient in the Worklist section. Select the Navigate to Worklist button to open the Worklist screen with the patient’s information displayed. Select the Navigate to Worklist button to continue. ? Select the Arrow icon. Blank audf_atellica_workflow_sim_search_005.mp3 Shown are the results for the patient that we selected. You can change your display to view the information by samples or by tests, for this purpose we will stay on view by samples. Since we are viewing by samples, we can expand the row to view the tests ordered on the sample. Select the arrow icon to expand the row. Select the Arrow icon to continue. ? Select the Arrow icon. Blank audf_atellica_workflow_sim_search_006.mp3 After having expanded the row and viewing the status we see that all the test orders for the sample are still in process. Another option on this screen is to view additional columns of information by collapsing the Search and Filter area of the screen. Select the arrow icon. Select the Arrow icon to continue. ? Select the Gear icon. Gear Icon audf_atellica_workflow_sim_search_007.mp3 Now with the Search and Filter area of the screen collapsed, we can view an additional column of information. Let’s now look at how we can customize the display by configuring the data that will display in each column. Select the Gear Icon to customize the column display. Select the Gear icon to continue. ? Blank audf_atellica_workflow_sim_search_008.mp3 The gear icon can be found throughout the software and connects you to the configuration screen related to the screen you are on. This allows you to customize the view on that screen, or to edit the associated configuration settings. You can see here that you can configure the fields for either the samples view or the test view, as we had discussed previously. ? Select Order Time pull-down menu. Blank audf_atellica_workflow_sim_search_009.mp3 Within this you can select different items from the pull-down menus. Each column heading has different options to select from. For example, let’s select the Order Time column to see the options. Select Order Time pull-down menu to continue. ? Select Result Time pull-down menu. Blank audf_atellica_workflow_sim_search_010.mp3 Here we see the options for this column. Let’s change this to Result Time. Select the Result Time pull-down menu. Select Result Time pull-down menu to continue. ? Select the Save button. Blank audf_atellica_workflow_sim_search_011.mp3 Select the save button. Select the Save button to continue. ? blank audf_atellica_workflow_sim_search_012.mp3 Now on the Worklist screen, the column will display the order result times. ? Note: Please click on the X in the upper right-hand corner to go back to the training Blank audf_atellica_workflow_sim_search_015.mp3 That concludes this discussion of how to search for a specific sample. Please click on the X in the upper right-hand corner to go back to the training. HOOD05162003241602 | 16-DEC-2021 1.1 Welcome 1.2 Guided Workflow 1.3 Sample Search 5.7 Gear Icon 1.4 Analyzer Readiness 1.5 Course Review 1.7 Assessment 1.6 Disclaimer 1.14 Completion