Customizing the Dashboard Workflow on the Atellica Solution

Continue Continue Continue Continue Continue Continue Main Scene Customizing the Dashboard Workflow on the Atellica® Solution Day in the Life of the Lab Series Look for more content in our Day in the Life of the Lab Series. Welcome Welcome to the Customizing the Dashboard Workflow on the Atellica® Solution. A part of our day in the life of the lab series. This training is specific for lab managers or operators, who want an understanding of how this dashboard customization works. Refer to the Atellica Solution Software Overview Online Training on PEPconnect for more information on the dashboard. Introduction Hi, it’s me Sandy. I am an experienced user and I have responsibility for training others in my lab on the Atellica Solution. One of the new hires recently asked me about our dashboard and wanted a better understanding of how to customize it for specific activities. I am going to show you how I train people in my lab on the procedure for customizing the dashboard. If you are responsible for implementing changes to the dashboard layout for your system, this information will show you the steps you need to follow. However, even if you are not responsible for making changes to the dashboard layout on your system, this information will still be useful so you can understand what options are available and you can provide feedback to your Lab Manager on how to improve the efficiency of your dashboard. Let’s get started. Did You Know Did you know that customizing the dashboard is a special feature specifically for Atellica Solution? It helps us be more effective day to day by bringing the things that you use the most, right here on the first page and you can even build additional pages to do different tasks for different roles. Did you also know that there is an array of different dynamic and static tiles? You can add or remove tiles, groups and even pages. In fact, you can have up to five pages on your dashboard! You can resize the tiles and create new groups and add tiles to those groups. You can even modify the whole look. I have broken this topic of customization into several sections of live demonstration. First planning with your team and setting up the best layout for your lab’s daily functions using the Atellica Solution User Interface. Then, some wish list items by lab techs in my lab, which feature further customization by resizing tiles, creating shortcuts, moving tiles, and modifying the layout. My lab manager David also has some requests for management activity organization, so I will do a demonstration of that as well. And then without giving away all the fun you will get to try it yourself. Let’s get started. Topics Several sections: Lab’s daily functions Further customization Management activity organization Then you will get to try it yourself! Topics I have broken this topic of customization into several sections of live demonstration. First planning with your team and setting up the best layout for your lab’s daily functions using the Atellica Solution User Interface. Then, some wish list items by lab techs in my lab, which feature further customization by resizing tiles, creating shortcuts, moving tiles, and modifying the layout. My lab manager David also has some requests for management activity organization, so I will do a demonstration of that as well. And then without giving away all the fun you will get to try it yourself. Let’s get started. Part One - Planning Get together with your team, think about lab needs, efficiency and together decide how to make the dashboard your own! Tip from me: 90 to 95 percent of your daily work should appear on your dashboard. Part One - Planning I got together with some of the key operators in my lab and had a conversation about how to make this unique and make it our own. You can do this in your own lab. Begin by thinking about how your laboratory functions? What makes the most sense from an efficiency frame of mind? We have found that 90 to 95 percent of our daily work we do should have a prominent position on your dashboard. Part One – See How We Did It We discussed our lab’s daily activities and how our layout should look and help us to be more efficient. Want to take a moment and see how we customize for these daily activities? If so, click the “Demo 1” button below to get started. Demo 1 Part One - See How We Did It I just explained how we had a discussion about our lab’s daily functions, and how our layout should look and help us to be more efficient. Want to take a moment and see how we customize for these daily activities? If so, click the demo one button below to get started. Part Two – See How We Did It Now let’s take it a step further with added customization by resizing the tiles, modifying the dashboard layout, and creating bookmarks. Want to take a moment and see how we did it? If so, click the “Demo 2” button below to get started. Demo 2 Part Two _ See How We Did It Now let’s take it a step further with added customization by resizing the tiles and modifying the dashboard layout. Also, I will show you how to create bookmarks if you need two of the same tile. I like to call it - adding some personalization or sparkle! Want to take a moment and see how we did it? If so, click the demo two button below to get started. Part Three – See How We Did It Now in our final demo, let me show you how to create a new group so that our lab manager can use it for some of his housekeeping duties such as Lot log, Review and Approve, and QC Setup. Want to take a moment and see how we did it? If so, click the “Demo 3” button below to get started. Demo 3 Part Three_ See How We Did It Now in our final demo, let me show you how to create a new group so that our lab manager can use it for some of his housekeeping duties such as Lot log, Review and Approve, and QC Setup. Want to take a moment and see how we did it? If so, click the demo three button below to get started. Final Part – Try it Yourself Exercise I hope my demonstrations and the provided discussion helped clarify these features of the dashboard. You can always go to Online Help for more information. So, are you up for the challenge of trying it yourself? Please click the “Try It” button below to get started. Try It! Final Part- Try It Yourself Exercise Ok so that wasn’t so hard, was it? I hope that my demonstrations and the provided discussion helped clarify these features of the dashboard, and you know that you can always go to Online Help for more information. So, are you up for the challenge of trying it yourself? Please click the try it button below to get started. Restore Default Dashboard Did you know: That you can simply restore your default dashboard in the gear icon by selecting the Restore Defaults button? Restore Default Dashboard While we are finishing up. Did you know that you can restore to the default layout of your dashboard if you are not happy with any changes that you made? In the gear icon simply select the restore defaults button. Refer to Online Help and PEPconnect for more information! Summary Thank you for taking the time to learn more about customizing the dashboard workflow on the Atellica Solution. For more information you can search by specific keywords on Online Help, or check out PEPconnect, where you have access to additional job aids and videos. I look forward to spending another day in the life of the lab with you very soon and sharing more information about the Atellica Solution. 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 2023 Siemens Healthineers Headquarters\Siemens Healthcare GmbH\Henkestr. 127\ 91052 Erlangen, Germany\Telephone: +49 9131 84-0\siemens-healthineers.com Disclaimer Exit A part of the Day in the Life of the Lab Series You have completed the Customizing the Dashboard Workflow on the Atellica® Solution Completion Demo One ? Did you know When the Dashboard is in edit mode, the overall layout, group names, available tiles, and tile sizes are customizable. Blank Did you know that when the dashboard is in edit mode, the overall layout, group names, available tiles, and the tile sizes are all customizable? These are some of my favorite features. Please note: Samples which displays the status of all sample container positions for all racks on the system cannot be moved or resized. Click To customize I always begin at the Gear Icon. “I am in Edit Mode – inside the Gear Icon.” - Sandy Click The first thing I would like to do for the purpose of this example is create a new group. In the lower left-hand corner, I select add new group. Type Daily Activities You will see that the new group has been added to my second page. I will highlight the title and name this new group, Daily Activities. Click Now I would like to start by navigating to page one to move a tile residing there to the Daily Activities group I created. “To move a tile – select then click and drag.” - Sandy Click and drag First let me add the worklist tile, by selecting the tile icon by clicking on it and then I start to drag it Click and drag then I release my mouse and it is in the new group I created. While I think about it, here is how you can scroll if you need to. Click What about adding items that may not have a tile? To begin I select the add or remove tiles button. Click I select what I would like to add from the available items. First Calibration Orders. Click Then Calibration Setup. Click and drag Click I look for and select QC Orders. Click and drag Click I also select the Reagent Overview tile. Click Next, I select the forward-facing carrot, which allows you to move selected available tiles to display on your dashboard. Click Then I select OK. Click Then I select save. Click Now this is what our lab’s daily activities group looks like in the edit view. Let’s stop here. Recap Discussion points: What functions will it perform? Will it add value to your day? Will it save time? Note: In the demonstration shown I selected tiles my lab uses - your lab might decide on different groups and screens that would be effective. Also, daily activities are always recommended to be on your first page for ease of use. Demo One Complete - Select the X at the top of the page to continue Recap Before continuing I would like you to some time and reflect on what you just saw me demonstrate. How can this type of customization help you and others in your lab environment? I have written down a few discussion points to help you jumpstart your conversation. Demo One is complete. Select the x at the top of the page to continue along with me. Demo Two ? Did you know Part of good lab management is organization. The dashboard helps with that and it can be personalized to your liking. Blank Did you know part of good lab management is organization? The dashboard helps with that, and it can be personalized. Our lab techs are hoping to have a customized layout with tile adjustments and modifications including shortcuts. Click To begin I can click on the hamburger menu to see the different tile sizes. Remember I used the Gear Icon to see this customized view. “Can we change the tile size, they seem a little large?” - Meg Click I took the feedback I received from Meg and began to implement her suggestions. My tile is currently large, but medium will decrease the size by half Click for this tile Click I will resize it to small. Click Same goes for the maintenance tile. Click Small it is. Click Finally, our last tile in this group Click will also be resized to the small size. Click Let me go back to the STATS only tile. Click And resize it from medium to small to be consistent. “To move a tile - I click, drag and drop.” - Sandy Click and drag Meg is going to love it! Let me tidy them up a bit. To move tiles, I click drag and drop. “I am going to fulfill a wish list item for Maria.” - Sandy Click and drag I am also going to fulfill a wish list item for Maria to fit more items on the first page. Click and drag I think I can do that. I selected the new small tiles I made and put them here one by one. Click Nice! I like it. I hope they do too. Click Ok now I am going to move some other things around. Let me resize these. Click Click Click Click Click Click Click and drag Ok they are all resized, let me move them closer to my current status tiles. By selecting the cross hairs, you see that I can move the whole group together. Click and drag Now let me move the tools group using that same method. “ I am observing as Sandy does this. This will definitely fit our needs– what I was wishing for.” - Maria Click See how easy it is to begin to customize the dashboard to your needs or the needs of your team? Click and drag Click Double-Click Click and drag Type Lab Techs Click and drag Click and drag The Lab techs group is now on the first page. Let me show you how easy it is to move a tile into this group by selecting and dragging. Click Now I click save to save the edits I made to the dashboard. Please note, at any time you can always restore the layout default by using the restore defaults button below. Click To further customize let’s begin to make a shortcut to the maintenance log by selecting the navigator icon. “The Navigator– is another good tool and you can update dashboard tiles from here.” - Sandy Click I locate maintenance log in the list and select it Click and then click to open the screen. Click Then I can click the icon in the center of the toolbar to create the shortcut. Click A window displays to confirm that I want to create the shortcut. I could change the name. I select Yes, that saves the screen with any filters or operator choices I applied. I can also create a shortcut by selecting No. It will differ from the other shortcut style, because it will have no screen context. Click The shortcut is placed on page two of my dashboard. Let me show you. Click and drag As you can see here the shortcut is on page two in a new group. “The Gear Icon is your most important customization tool.” - Sandy Click To put the shortcut in the right place, I go to the Gear Icon. My most important customization tool. Click I select the page number on the bottom to navigate to page two. Click and drag Use the cross hairs to select and move the whole group. Click Now that group with the shortcut is on page one. Double-Click Let’s practice naming a group again. Type Lab Techs Just going to call this Lab Techs again and you will see why. Click I created two Lab Tech groups because I wanted to demonstrate how to delete. I will click the x in the upper right-hand corner. Click A window pops up confirming the deletion. I select Yes. Click and drag Now I tidy up the page by moving “The Slider Bar– helps me move efficiently.” - Sandy Click and drag the Lab Techs group closer to my other group. Click and drag Now I want to save my latest change by selecting the save button. Recap Demo Two Complete - Select the X at the top of the page to continue Customization: The available tools in the edit view screen help with your lab productivity. Recap To recap this demonstration, I really showed you a lot about the tools that provided a customized view that both Maria a seasoned lab tech and Meg one of the new hires can use to help their productivity in their day. I have one more part to show you. I hope you can stay with me a little longer. Demo two is complete. Please select the x at the top of the page to continue along with me. Demo Three ? Did you know That customization can help your Labs Manager with both their daily and monthly activities? Blank Did you know that customization can help individuals, like your lab manager with both their daily and monthly activities? Let me show you how. Click I have started building his management activities group and so far, have moved it to the first page. I am ready to click save. Click Besides the management activities that I already have in David’s group he would like to add patient results management as a shortcut. Let me use the navigator to search for this tile. Click Click “You can always Cancel when creating a shortcut.” - Sandy Click Again, the system prompts you to confirm or cancel the creation of the shortcut. I select Yes to create. Click David would also like to have the Lab Metrics shortcut readily available. Click I would like a shortcut to Monitor all four available charts that I have already turned on.” - David Click David would like his Lab Metrics shortcut to show all four charts that he has already turned on. “By selecting Yes filters will apply and save the four chart setting David wants.” - Sandy Click By selecting yes, this shortcut will include filters and settings. David simply needs to open this shortcut anytime for quick access to his four lab metric charts. Click Click You see my shortcut, but I need to go back into the edit view to make some modifications. ? Did you know By Selecting Update Home Screen Tiles - that you can add multiple tiles to your dashboard all at once. Blank Creating the shortcuts reminded me, so before I go back into edit mode let me explain. Did you know that there is a feature on the navigator where you can select one or multiple screens to be added to the dashboard at one time called Update Home Screen Tiles. Just click the checkboxes for the tiles you and select the Update Home Screen Tiles button at the bottom right and they will populate on your dashboard. Ok back to edit mode! “ I like this – how about Monthly Maintenance Activities?” - David Click Let me now make a group for activities that he does monthly. Click Click Click and drag Type Monthly Management Activities I type in the name of the new group I am creating, Monthly Management Activities. Click and drag I wanted to show you again how easy it is to move tiles from group to group. Click and drag Click Click and drag Click and drag Click and drag Another tile to move. Click and drag Click and drag Click and drag See how it put it in its own group when I stopped here? I can pull it the rest of the way. Click and drag The Review and Approve Tile is now integrated into the Monthly Management Activities group. I would like to show you an important planning tip. Make sure if you are moving a group to another page that there is adequate room for the group. Let me demonstrate what happens if you don’t. Click Since the two Lab management groups and the lab techs group, is combined for this demo. Let me finish up by putting the lab management groups on the same page for ease of use for David. Click and drag Click and drag I will move the tools to the first page since they are used as mentioned 90 to 95 percent of the day and need continuous visibility. Click and drag Click Last step is save. Just a reminder that restore default does exactly as it is named. Recap Demo Three Complete - Select the X at the top of the page to continue Ease of Usage: Lab management activities are easy to find and broken up by both daily and monthly frequency. Recap Wow! That really brought it all together and David, our lab supervisor got a customized view and all his items in easy reach for his day. While his monthly activities, including his reporting duties, were also organized neatly for him. Demo three is complete. Please select the x at the top of the page to continue along with me. Try it Yourself ? Try It Yourself You Got This! Now you can take your turn and practice what you learned! Blank You have watched me do my demonstrations on customizing the dashboard and now you can take your turn to try it and practice what you learned. Your Objectives Follow my onscreen directions to: Navigate to the edit screen view Create a new group Name the new group Add a tile to the group you created Change tile sizes Delete a tile Move one of your tiles Move a group of tiles Save the changes to the group Navigate to a page you like and create a shortcut View your finished product Please Note: That not all items require action by you to complete the objective – so review the orange prompts if action is required or it is automatic. Blank Silence is golden - so this portion will have no audio. Please follow along with my onscreen directions to prompt you as you go thru these objectives. Ready to give it a try? Please note: That not all items require action by you to complete the objectives – so review the orange prompts if action is required or it is automatic. You are on the main view. Navigate to the Edit Screen View. Please select on screen. 1 Click Select Gear Icon to continue. Now that you are in the Edit View Screen . Create a New Group. Please select on screen. 2 Click Select Add New Group to continue. I have named the new group name My Group for you. No action required by you. 3 Blank Add the QC Parallel Tile to your new group called My Group. Please select on screen. 4 Click Select Add or Remove Tiles to continue. Add the QC Parallel Tile to your new group called My Group. Please select on screen. 4 Click Select QC Parallel Tile to continue. Add the QC Parallel Tile to your new group called My Group. Please select on screen. 4 Click Select Forward Facing Carrot to continue. Add the QC Parallel Tile to your new group called My Group. Please select on screen. 4 Click Select OK to continue. Navigate to page 2 to add the QC Parallel Tile to your new group. Please select on screen. 4 Click Select Page 2 to continue. Navigate back to page one for your Next Step. Please select on screen. 5 The QC Parallel Tile has been added to your new group. Click Select Page 1 to continue. Change the tile size of Day Needs all to small – starting from the top. Please select on screen. 5 Click Select Hamburger Menu to continue. Change the tile size of Day Needs all to small. Please select on screen. 5 Click Select Resize to Small to continue. Change the tile size of Day Needs all to small. Please select on screen. 5 Click Select Hamburger Menu to continue. Change the tile size of Day Needs all to small. Please select on screen. 5 Click Select Resize to Small to continue. Change the tie size of Day Needs all to small. Please select on screen. 5 Click Select Hamburger Menu to continue. Change the tile size of Day Needs all to small. Please select on screen. 5 Click Select Resize to Small to continue. Change the tile size of Day Needs all to small. Please select on screen. 5 Click Select Hamburger Menu to continue. Change the tile size of Day Needs all to small. Please select on screen. 5 Click Select Resize to Small to continue. Delete the Assay Status Tile. Please select on screen. 6 Click Select Assay Status Tile to continue. Move Guided Workflows Tile up in the Day Needs Group. No action required by you. 7 Click and drag Move the Tools Group to the empty space on the left. No action required by you. 8 Click and drag Move the Tools Group to the empty space on the left. No action required by you. 8 Click and drag Save the changes that you made to your customized dashboard. Please select on screen. 9 The Tools Group has been moved. Click Select Save to continue. Use the Navigator to select Maintenance Configurations and create a shortcut. Please select on screen. 10 Click Select the Navigator to continue. Use the Navigator to select Maintenance Configurations and create a shortcut. Please select on screen. 10 Click Select Maintenance Configuration to continue. Use the Navigator to select Maintenance Configurations and create a shortcut. Please select on screen. 10 Click Select Shortcut Icon to continue. Use the Navigator to select Maintenance Configurations and create a shortcut. Please select on screen. 10 Click Select Yes to continue. Select Page 2 to view your shortcut and your finished product. Please select on screen. 11 Blank Select Page 2 to continue. Your new group “My Group” contains QC Parallel Tile and Maintenance Configuration Shortcut. Blank You Did It! You can now: The Try It Exercise is Complete - Select the X at the top of the page to continue Navigate to the edit screen view Create a new group Name the new group Add a tile to the group you created Change tile sizes Delete a tile Move one of your tiles Move a group of tiles Save the changes to the group Navigate to a page you like and create a shortcut View your finished product You did it! Great job. You did it. On my chalkboard I am showing a quick recap of the objectives. The Try it Exercise is Complete. Please select the x at the top of the page to continue along with me. Question Bank 1 QR700002681 | Effective Date: 13-NOV-2023 1.1 Welcome 1.2 Introduction 1.3 Did You Know 1.4 Topics 1.5 Part One - Planning 1.6 Part One - See How We Did It 2 Demo One 1.7 Part Two - See How We Did It 3 Demo Two 1.8 Part Three - See How We Did It 4 Demo Three 1.9 Final Part- Try It Yourself Exercise 5 Try it Yourself 1.10 Restore Default Dashboard 1.11 Summary 1.12 Disclaimer 1.13 Completion