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Surround Web Interface - Training for Donor/Specimen Work Orders

This training covers the log-in/log-out process, navigation, creating and modifying Donor/Specimen Work Orders, importing file layouts, uploading files, submitting work orders, and viewing/printing reports.

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Surround Web Interface - Training for Donor/Specimen Work Orders

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Presentation Transcript

  1. Surround Web Interface(SWI) This training has audio.

  2. Surround Web Interface - Objectives Understand the following: • Log in / Log out • Navigate Between Fields and Sub-Windows • Create a Donor/Specimen Work Order • Modify a Donor/Specimen Work Order • Import File Layout Instructions • Upload a File • Submit a Work Order • View and Print Reports

  3. Surround Web Interface - Navigation Navigating Cautions Do not use the browser back arrow Changes will be lost if not saved prior to navigating to another sample or window • Click on words or phrases • Click on selected buttons • Mouse or Tab key • ‘Add sample(s)’ and ‘Modify sample’ buttons save changes

  4. Surround Web Interface - Messages • An asterisk (*) designates a required field • Red – error • Orange – warning • Grey – instructional • Bolded grey – informational

  5. Surround Web Interface – Access From web browser type in SWI URL: LABCONNECT.INDIANABLOOD.org • Log in using Surround password • Passwords are case sensitive • Administration - Change Password • Lock out after 3 unsuccessful login attempts

  6. Surround Web Interface - Security • CFR Part 11 compliant SWI will send an email notification to designated user(s) of unsuccessful log-in attempts, as this occurrence may indicate a possible ‘hack-in’ incident. The email includes the attempted login name(s), the date and time of the attempts, and the terminal where the attempts were made.

  7. Surround Web Interface - Application Window to Create Workorder

  8. Surround Web Interface – Workorder Format Donor Specimen Used for Outpatient samples User chooses tests • Used for Donor samples • Site’s default test panel • Number format: YYYY/MM/DD followed by a D or S • Time format: HH/MM/SS

  9. Surround Web Interface- Ordered VS Available Tests • Available Tests = additional tests that the user has the option to add on to an individual sample • Ordered Tests = Site’s default test panel

  10. Surround Web Interface – Specimen Workorder

  11. Surround Web Interface – Collection Date

  12. Surround Web Interface – Sample ID Fields Notes Sample ID is the default Requires same collection date, prefix, test panel, and consecutive order See Import File format requirements • Sample ID • Range Starting: Ending: • Upload a File All three methods can be used within the same workorder

  13. Surround Web Interface - Import File Requirements Examples File Format Comma delimited (.CSV) Order: Sample ID, collection date, ordered tests Not case sensitive Different meaning depending on D or S

  14. Surround Web Interface – Uploading a File

  15. Surround Web Interface – Adding Sample(s)

  16. Surround Web Interface – Modify Sample

  17. Surround Web Interface – Modifying a Non-Submitted Workorder Modifications Trashcan ICON Question Box • Change collection date • Add tests • Remove tests • Remove sample from workorder via the Trashcan icon

  18. Surround Web Interface – Submitting a Workorder • Saves changes • Automatically accessions the sample(s) into Surround • Add new samples • Add additional tests • Cancel to exit without saving

  19. Surround Web Interface – Reports

  20. Surround Web Interface – Report Types • Samples in Workorder • Sample Results • All samples in specified workorder • All tests ordered for each sample • Shows any sample with a collection date > 5days (*) • Results by sample

  21. Surround Web Interface – Report Types (continued) Test Results by Workorder • Sample results and status by workorder • Appears with *** if any test is positive • Appears CLR if all tests are negative • Appears INC if any test not final

  22. Surround Web Interface – Report Types (continued) • Specimen Test Results by Workorder • Sample Testing Summary • Quarantine Report by Workorder * Criteria configured per test • Used only for Specimen Workorders • Batch information and result by sample • Returns samples that qualify for quarantine*

  23. Surround Web Interface – Report Types (continued) • Samples Requiring Lookback Investigation Contact IBC if a client specific report is desired. • Returns all samples by workorder that qualify for a Lookback investigation* *Criteria configured per test

  24. Surround Web Interface - Timing Only one Donor and one Specimen workorder can be created per client, per day • 24 hour clock based on the server time • IBC is on Eastern Time

  25. Surround Web Interface - Review • Multiple collection dates within a workorder • Multiple means of sample ID entry within a workorder • Must be CSV file to upload to Surround • Double blind manual entries • Donor Workorder configured to each IBC client’s default test panel • Specimen Workorder tests are variable • Default tests cannot be removed • Non-submitted samples can be modified • Submitted samples cannot be deleted • Submitted samples cannot have tests removed

  26. Surround Web Interface - Questions

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