CCQCHS—QC History Summary Detail

Processes associated with this form
Screen flows
  • Submit—Validate and save the changes.
  • Refresh—Reload the original data. Any changes made since the last submit are lost.
  • New Search—Return to the Search screen and clear the search results and the search criteria.
Discrete Observations Tab

The discrete observations for the selected QC history summary item.

  • Grid flows

    • Refresh Grid—Apply a filter based on the selected Status and Analysed Date.

  • Group By

    Group QC history search results firstly by:

    • Analytical Type and QC Type—Search results are grouped first by the analytical type and QC type code associated with the QC history record, or

    • Analytical Type only—Search results are grouped first by the analytical type associated with the QC history record only, and

      secondly by:

    • Standard and Lot—Search results are grouped secondly by the standard code and standard lot associated with the QC history record, or

    • Standard only—Search results are grouped secondly by the standard code associated with the QC history record only, and

      thirdly by:

    • Scheme and Version—Search results are grouped thirdly by the scheme code and version number associated with the QC history record, or

    • Scheme only—Search results are grouped thirdly by the scheme code associated with the QC history record only.

  • Primary Analytical Type

    The analytical type of assessment. Display only.

  • QC Type Code

    The code of the observation's QC type related to the type of assessment. Display only.

    Where the observation was written for a sample scheme analyte's assessment of the:

    • Primary analytical type and primary QC type, then this is set to the sample scheme analyte's Primary QC Type Code.

    • Secondary analytical type and secondary QC type, then this is set to the sample scheme analyte's Secondary QC Type Code.

  • Standard Code

    The code of the standard associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only. Refer to Conditions for Allowing Standards as Spikes.

  • Standard Lot Code

    The code of the standard lot associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Specification Code

    The code of the specification linked to the standard lot associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Scheme Code

    The code of the scheme associated with the QC observation. Display only.

  • Scheme Version

    The version of the scheme associated with the QC observation. Display only.

  • Analyte Code

    The code of the analyte associated with the QC observation. Display only.

  • Unit Code

    The code of the unit associated with the QC observation. Set to the sample scheme analyte's Unit Code. Display only.

  • Status

    Search QC history observations by the activity status that indicates whether the discrete result is available for statistical calculations and charts:

    • All

    • Active only

    • Inactive only.

    The field defaults to the QC history search screen's Status. The criteria is applied upon a grid refresh.

  • QC Status

    Search QC history observations by the observation's QC status:

    • Not Tested

    • Not Required

    • Incomplete (obsolete)

    • Pass

    • Ignore Warning

    • Ignore Failure

    • Ignore Lower Failure

    • Ignore Upper Failure

    • Ignore Trend Failure

    • Warning

    • Lower Warning

    • Upper Warning

    • Trend Warning

    • Failure

    • Lower Failure

    • Upper Failure

    • Trend Failure.

    Where multiple criteria are entered, then the criteria are applied as "Or". Defaults to the QC history search screen's QC Status. The criteria is applied upon a grid refresh.

  • Client Code

    Search QC history observations by the code of an associated client. Defaults to the QC history search screen's Client Code. The field allows for the selection of multiple client codes, and allows for the use of wildcards. Client codes are returned regardless of whether the client is active or not, as historical QC observations may be associated with a now inactive client. The criteria is applied upon a grid refresh.

  • Client Name

    Search QC history observations by the name of an associated client. Defaults to the QC history search screen's Client Name. The field allows for the selection of multiple names, and allows for the use of wildcards. The criteria is applied upon a grid refresh.

  • Project Code

    Search QC history observations by the code of an associated project. Defaults to the QC history search screen's Project Code. The field allows for the selection of multiple project codes associated with the filtered clients, and allows for the use of wildcards. Project codes are returned regardless of whether the project is active or not, as historical QC observations may be associated with a now inactive project. Where Client Code is provided, then the Project Code drop-down selection list is filtered by associated clients, and where it is not provided, then contains all possible project codes associated with all clients. The criteria is applied upon a grid refresh.

    Note: Where Client Group is provided, then any filtering by project requires that the Project Code is entered rather than selected, as the Project Code drop-down selection list does not react to Client Group.

  • Client Group Code

    Search QC history observations by the code of a client group in which an associated client is a member. Defaults to the QC history search screen's Client Group Code. The field allows for the selection of multiple client group codes and allows for the use of wildcards. The criteria is applied upon a grid refresh.

  • User Code

    Search QC history observations by the code of an associated user. Defaults to the QC history search screen's User Code. The field allows for the selection of multiple user codes and allows for the use of wildcards. The criteria is applied upon a grid refresh.

  • User Group Code

    Search QC history observations by the code of a user group in which an associated user is a member. Defaults to the QC history search screen's User Code. The field allows for the selection of multiple user group codes and allows for the use of wildcards. The criteria is applied upon a grid refresh.

  • Instrument Code

    Search QC history observations by the code of an associated instrument. Defaults to the QC history search screen's Instrument Code. The field allows for the selection of multiple instrument codes and allows for the use of wildcards. The criteria is applied upon a grid refresh.

  • User QC Status

    Search QC history observations by the user QC status of a sample scheme analyte. Defaults to the QC history search screen's User QC Status.

  • User Workflow Status

    Search QC history observations by the user workflow status of a sample scheme analyte. Defaults to the QC history search screen's User Workflow Status.

  • Workflow Status

    Search QC history observations by the workflow status of a sample scheme analyte. Defaults to the QC history search screen's Workflow Status.

  • Analysed Date

    Search QC history observations by an observation's analysed date. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

Discrete Observations Grid

The list of discrete observations.

  • Grid flows

    • Export to Report—Report selected records from the search display grid. Available report templates are defined by the SEARCH_REPORT_<ApplicationName> application preference.

    • Active Status—Toggle the selected QC observations from being active or inactive, used only when searching for discrete observations.

    • Ignore Failure—Ignore a QC failure on the selected QC observations.

  • Row Number

    The row number of the record in the result set. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • Is Active

    Indicates whether the discrete QC observation is active or inactive, used only when searching for discrete observations. Display only.

    Note: QC history records are marked as inactive if the Workflow Status changes to Listed Not Received, Insufficient Sample, Not Analysed or No Result, when the final result is cleared or when a sample is deleted.

  • Analytical Type

    The type of analytical assessment. Display only.

  • QC Type Code

    The code of the observation's QC type related to the type of assessment. Display only.

    Where the observation was written for a sample scheme analyte's assessment of the:

    • Primary analytical type and primary QC type, then this is set to the sample scheme analyte's Primary QC Type Code.

    • Secondary analytical type and secondary QC type, then this is set to the sample scheme analyte's Secondary QC Type Code.

  • QC Type Name

    The name of the QC type. Display only.

  • Analysis Job Code

    The code of the analysis job associated with the QC observation. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • Analysis Job Name

    The name of the analysis job associated with the QC observation. Display only.

  • Analysis Job Type

    The type of the analysis job associated with the QC observation. Display only.

  • Original Job Code

    The code of the original job associated with the QC observation. If the result was entered in context of a laboratory batch job, then this is the code of the original production job. If the result was entered in context of a production job, then this is the same as the Analysis Job Code. Display only. Hidden on the grid by default, but added by showing individual grid items.

  • Original Job Name

    The name of the original job associated with the QC observation. If the result was entered in context of a laboratory batch job, then this is the name of the original production job. If the result was entered in context of a production job, then this is the same as the Analysis Job Name. Display only.

  • Standard Code

    The code of the standard associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Standard Name

    The name of the standard associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Standard Description

    The description of the standard associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Standard Lot Code

    The code of the standard lot associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Standard Lot Number

    The name of the standard lot. Display only.

  • Specification Code

    The code of the specification linked to the standard lot associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • Sample Name

    The name of the original sample associated with the QC observation. If the result was entered in context of a laboratory batch job, then this is the name of the original production sample. Display only.

  • Client Sample Name

    The client's name for the sample. Display only.

  • Sample Description

    The description of the sample. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • Scheme Code

    The code of the scheme associated with the QC observation. Display only.

  • Scheme Name

    The name of the scheme. Display only.

  • Scheme Version

    The version of the scheme associated with the QC observation. Display only.

  • Scheme Version Name

    The name of the scheme version. Display only.

  • Analyte Code

    The code of the analyte associated with the QC observation. Display only.

  • Analyte Name

    The name of the analyte. Display only.

  • Analysed Date

    The date-time on which the QC observation was made. Set to the sample scheme analyte's Analysed Date. Display only.

  • Unit Code

    The code of the unit associated with the QC observation. Set to the sample scheme analyte's Unit Code. Display only.

  • Unit Name

    The name of the unit. Display only.

  • Numeric Final Value

    The numeric final value of the sample scheme analyte. Display only. Set to the sample scheme analyte's Numeric Final Value when the sample scheme analyte's Primary Analytical Type is Duplicate, Replicate, Standard or Blank. Set to the net value when the sample scheme analyte's Primary Analytical Type is Spike, that is, the sample scheme analyte's Numeric Final Value less the spike original sample scheme analyte's Numeric Final Value.

  • Internal Target Value

    The internal target value of the specification limits associated with the standard lot. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Recovery

    The recovery of the standard for the sample scheme analyte. Applicable only where the Analytical Type is Blank, Standard or Spike. Display only.

  • Parent Numeric Final Value

    The numeric final value of the related sample scheme analyte associated with the original sample. Applicable only where the Analytical Type is Duplicate or Replicate. Display only.

  • RPD

    The relative percentage difference, determined as:

    Numeric Final Value / Parent Numeric Final Value x 100

    Applicable only where the Analytical Type is Duplicate or Replicate. Display only.

  • QC Status

    The QC status of the QC observation. Display only. Set to the sample scheme analyte's Standard Status where the sample's Analytical Type is Blank, Standard or Spike. Set to the sample scheme analyte's Precision Status when the sample's Analytical Type is Duplicate or Replicate.

    Note: When a sample scheme analyte's Composite QC Status is ignored, if the sample scheme analyte's Precision Status contains the Failure or Trend Failure status, then the associated QC observation's QC Status is set to Ignored Failure or Ignored Trend Failure, respectively, and/or if the sample scheme analyte's Standard Status contains the Upper Failure, Lower Failure or Trend Failure status, then the associated QC observation's QC Status is set to Ignored Upper Failure, Ignored Lower Failure and Ignored Trend Failure, respectively.

  • User Code

    The code of the user associated with the QC observation. Set to the sample scheme analyte's Analysis User Code. Display only.

  • User Name

    The short name of the user. Display only.

  • Instrument Code

    The code of the instrument associated with the QC observation. Set to the sample scheme analyte's Instrument Code. Display only.

  • Instrument Name

    The name of the instrument. Display only.

  • Application

    The application associated with the QC observation. Set to name of the application that wrote the record to QC history. Display only.

  • Client Code

    The code of the client associated with the QC observation. Set to the original job's Client Code. Display only.

  • Client Name

    The name of the client. Display only.

  • Project Code

    The code of the project associated with the QC observation. Set to the original job's Project Code. Display only.

  • Project Name

    The name of the project. Display only.

  • Notes

    Additional information for the QC observation.

  • (Parent) Client Sample Name

    The name of the parent sample associated with the QC observation. Applicable only where the Analytical Type is Duplicate or Replicate. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • (Parent) Sample Code

    The code of the parent sample associated with the QC observation. Applicable only where the Analytical Type is Duplicate or Replicate. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • (Parent) Description

    The description of the parent sample associated with the QC observation. Applicable only where the Analytical Type is Duplicate or Replicate. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • (Parent) Name

    The name of the parent sample associated with the QC observation. Applicable only where the Analytical Type is Duplicate or Replicate. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • Sample Code

    The code of the original sample associated with the QC observation. If the result was entered in context of a laboratory batch job, then this is the code of the original production sample. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • (Secondary Analytical) Type

    The secondary analytical type of the QC observation. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • (Standard Lot) Name

    The name of the standard lot associated with the QC observation. Applicable only where the Analytical Type is Blank, Standard or Spike. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • QC Ignored Reason

    The reason why a failed QC result had the failure ignored. Display only.

  • User QC Status

    The user QC status of the sample scheme analyte. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • User Workflow Status

    The user workflow status of the sample scheme analyte. Hidden on the grid by default, but added by showing individual grid items. Display only.

  • Workflow Status

    The workflow status of the sample scheme analyte. Display only.

Chart Criteria Tab

QC history charting, to produce statistical charts allowing a review of the quality control performance of all QC observations collected by the laboratory over a period of time. Various fields are hidden or shown depending upon the selected chart type.

  • Chart Type

    The type of chart available to plot QC observations:

    • XCT—X Chart. Only applicable where the Analytical Type is Blank, Standard or Spike. X-charts are plots of individual QC observations when Group Size is 1 for the selected QC history records. You can also specify Group Size >1 so the X-chart plots an average of the QC observations for each set of Group Size. You can modify the Target Value, Upper Warning Limit, Lower Warning Limit, Upper Failure Limit and Lower Failure Limit if the Limit Status is selected as Specified.

    • REC—Recovery Chart. Only applicable where the Analytical Type is Standard or Spike. Recovery charts are plots of individual QC observations when Group Size is 1. You can also specify Group Size > 1 so the recovery chart plots an average of the QC observations for each set of Group Size. You can modify the Target Value, Upper Warning Limit, Lower Warning Limit, Upper Failure Limit and Lower Failure Limit if the Limit Status is selected as Specified.

    • CUS—CuSum Chart. Only applicable where the Analytical Type is Blank, Standard or Spike. Displays CuSum charts for the QC observations.

    • HTC—Histogram Chart. Only applicable where the Analytical Type is Blank, Standard or Spike. Displays Histograms charts for the QC observations, with the following limitation:

      • The number of intervals is fixed at 20

      • No tolerance calculation for histograms.

        Note: A histogram is like a bar chart that visually organizes and represents a group of data points into an easily interpreted graphic by using many data points and grouping them into logical ranges or bins.

    • ZSC—Z-Score Chart. Only applicable where the Analytical Type is Blank, Standard or Spike. The Z-score, or standard score, plots the number of standard deviations the observed value is above or below the mean. 99% of values is within 3 standard deviations of the mean, but there can be outliers. The chart is used to get an idea of the consistency of the QC observations.

    • RNG—Range Chart. Only applicable where the Analytical Type is Blank, Standard or Spike. Displays the range of the QC observations.

    • SDV—Standard Deviation Chart. Only applicable where the Analytical Type is Blank, Standard or Spike. Also known as an S-chart, displays the standard deviation of the QC observations. You can modify the Target Value, Upper Warning Limit, Upper Failure Limit of standard deviation charts.

    • COR—Correlation Chart. Only applicable where the Analytical Type is Duplicate or Replicate. Displays a correlation chart used to plot one result against the other result for a pair of samples, to show how closely the values match. There is a line of best-fit plotted for the data, as well as a centre-line plotted where X = Y (line of perfect fit). There is no tolerance calculation for correlation charts.

    • PCV—P-Curve Chart. Only applicable where the Analytical Type is Duplicate or Replicate. Displays a precision curve that is used to plot the absolute percentage difference between one result against the other result for a pair of samples, against the average result of the pair of samples. The chart also plots warning and failure limits. The x-axis can be selected to be either linear or logarithmic. The y-axis is always linear. There is no tolerance calculation for precision curves.

      Note: The precision curve is very similar to the scatter chart.

    • SCA—Scatter Chart. Only applicable where the Analytical Type is Duplicate or Replicate. Displays scatter charts to plot the absolute difference results for a pair of samples, against the average result of the pair of samples. The chart also plots warning and failure limits. The x-axis and y-axis can each be selected independently to be either linear or logarithmic.

    Different fields display or are enabled depending on the selected type.

  • Chart Title

    The title for the chart.

    Chart Type

    Content

    X chart

    'Performance Chart (' + standard's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + unit's Name + ')'

    Recovery chart

    'Recovery Chart (' + standard's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + unit's Name + ')'

    CuSum chart

    'CuSum Chart (' + standard's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + unit's Name + ')'

    Histogram chart

    'Histogram Chart (' + standard's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + unit's Name + ')'

    Z-Score chart

    'Z-Score Chart (' + standard's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + unit's Name + ')'

    Range chart

    'Range Chart (' + standard's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + unit's Name + ')'

    Standard Deviation chart

    'Std Deviation Chart (' + standard's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + unit's Name + ')'

    Correlation chart

    'Correlation Chart (' + QC type's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + ')'

    Precision chart

    'Precision Chart (' + QC type's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + ')'

    Scatter chart

    'Correlation Chart (' + QC type's Name + scheme's Name + scheme version's Version Number + scheme version analyte's Name + ')'

  • Group Size

    The group size for grouping QC observations, so as to smooth out the data by averaging the grouped observations, and use those averages as data points on the chart. Only applicable when Analytical Type is Blank, Standard or Spike. If there are remaining records outside of the last complete group, then they are ignored for the chart.

    For X-charts, recovery charts and histogram charts, the Group Size must be an integer greater than 0. A value of 1 is the same as not averaging the data, but using all available observations returned from the search.

    For range and standard deviation charts, the Group Size must an integer greater than 1. For a range chart, the value of a data point is determined as the range of values across the observations associated with the data point, that is, the maximum value of all observations in the group, less the minimum value of all observations in the group. For a standard deviation chart, the value of a data point is determined as the standard deviation of values for observations associated with the data point.

    Not applicable for CuSum and Z—Score chart selections.

  • X Axis Scale

    The X-axis label for the chart.

    Chart Type

    Content

    X-Chart

    Where Group Size = 1 and Tolerance <> Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Tolerance: ' + Tolerance + '% Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations

    Where Group Size = 1 and Tolerance = Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target:' + Target Value + ' Tolerance: ' + Tolerance + '% Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations + ' Group Size: ' + Group Size

    Where Group Size > 1 and Tolerance <> Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Lower Failure Limit: ' + Lower Failure Limit + ' Upper Failure Limit: ' + Upper Failure Limit + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations

    Where Group Size > 1 and Tolerance = Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Lower Failure Limit: ' + Lower Failure Limit + ' Upper Failure Limit: ' + Upper Failure Limit + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations + ' Group Size: ' + Group Size

    Recovery Chart

    Where Group Size = 1 and Tolerance <> Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Tolerance: ' + Tolerance + '% Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations

    Where Group Size = 1 and Tolerance = Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Tolerance: ' + Tolerance + '% Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations + ' Group Size: ' + Group Size

    Where Group Size > 1 and Tolerance <> Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Lower Failure Limit: ' + Lower Failure Limit + ' Upper Failure Limit: ' + Upper Failure Limit + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations

    Where Group Size > 1 and Tolerance = Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Lower Failure Limit: ' + Lower Failure Limit + ' Upper Failure Limit: ' + Upper Failure Limit + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations + ' Group Size: ' + Group Size

    Cusum Chart

    Where Tolerance <> Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations

    Where Tolerance = Specified,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Target: ' + Target Value + ' Lower Failure Limit: ' + Lower Failure Limit + ' Upper Failure Limit: ' + Upper Failure Limit + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations

    Histogram Chart

    Where Group Size = 1,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Mean: ' + Mean of observations + 'StdDev: ' + Standard deviation of observations + 'Observations: ' + Number of observations

    Where Group Size > 1,

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Mean: ' + Mean of observations + 'StdDev: ' + Standard deviation of observations + 'Observations: ' + Number of observations + 'Group Size: ' + Group Size

    Z-Score Chart

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations // 'Target: ' + Target Value + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations

    Range Chart

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations // 'Target: ' + Target Value + ' Lower Failure Limit: ' + Lower Failure Limit + ' Upper Failure Limit: ' + Upper Failure Limit + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations + ' Group Size: ' + Group Size

    Standard Deviation Chart

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations // 'Target: ' + Target Value + ' Lower Failure Limit: ' + Lower Failure Limit + ' Upper Failure Limit: ' + Upper Failure Limit + ' Mean: ' + Mean of observations + ' StdDev: ' + Standard deviation of observations + ' Observations: ' + Number of observations + ' Group Size: ' + Group Size

    Correlation Chart

    'Concentration ' + unit's Name //

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Statistical Detection Limit: ' + Statistical Detection Limit + ' Limiting Repeatability: ' + Limiting Repeatability + ' Correlation Coefficient: ' + Correlation coefficient + ' Observations: ' + Number of observations

    Precision Chart

    'Concentration ' + unit's Name //

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Statistical Detection Limit: ' + Statistical Detection Limit + ' Limiting Repeatability: ' + Limiting Repeatability + ' Observations: ' + Number of observations

    Scatter Chart

    'Concentration ' + unit's Name //

    'First Date: ' + Earliest date of observations + 'Last Date: ' + Latest date of observations //

    'Statistical Detection Limit: ' + Statistical Detection Limit + ' Limiting Repeatability: ' + Limiting Repeatability + ' Observations: ' + Number of observations

  • Y Axis Scale

    The Y-axis label for the chart.

    Chart Type

    Content

    X-Chart

    Where Group Size = 1, 'Concentration ' + unit's Name

    Where Group Size > 1, 'Group Average Concentration ' + unit's Name

    Recovery Chart

    Where Group Size = 1, 'Recovery %'

    Where Group Size > 1, 'Group Average Recovery %' + unit's Name

    Cusum Chart

    'Sum of Differences ' + unit's Name

    Histogram Chart

    'Frequency (%)'

    Z-Score Chart

    'Z-Score (StdDev) ' + unit's Name

    Range Chart

    'Group Average Range ' + unit's Name

    Standard Deviation Chart

    'Group Average StdDev ' + unit's Name

    Correlation Chart

    'Concentration ' + unit's Name

    Precision Chart

    'Absolute Percentage Difference'

    Scatter Chart

    'Absolute Difference ' + unit's Name

  • Limit Source

    The source of limits, used to determine chart limits. Only applicable when Analytical Type is Blank, Standard or Spike, and the selected Chart Type is:

    • X-chart

    • Recovery chart (defined for standards and spikes only)

    • CuSum chart

    • Histogram chart

    • Range chart

    • Standard Deviation chart.

    Both the Limit Source and Tolerance (where applicable) are used to determine the Upper Failure Limit, Upper Warning Limit, Target Value, Lower Warning Limit and Lower Failure Limit, where required.

    The Limit Source can be selected based upon the Analytical Type and Chart Type, as shown in the following table.

    Analytical Type

    Chart Type

    Limit Source

    Description

    Blank

    X-chart

    Expected Value

    (default for X-charts)

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Sample Mean

    Limits are determined from the mean value of observations.
       

    Expected Value and Stat DL

    Limits are determined from the standard lot's specification scheme version analyte limits and the statistical detection limit.
       

    Specified

    Limits are specified by the user.

    Blank

    CuSum chart

    Expected Value

    (default for CuSum charts)

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Sample Mean

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Blank

    Histogram chart

    Expected Value

    (default for histogram charts)

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Specified

    Limits are specified by the user.

    Blank

    Range chart

    Sample Mean

    (default for range charts)

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Blank

    Standard Deviation chart

    Sample Mean

    (default for standard deviation charts)

    Limits are determined from the standard deviation of observations.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    X chart

    Expected Value

    (default for X-charts)

    Limits are determined from the standard lot's specification scheme version analyte limits and the specified Tolerance.
       

    Sample Mean

    Limits are determined from the mean value of observations and the specified Tolerance.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Recovery chart

    Expected Value

    (default for recovery charts)

    Limits are determined from the standard lot's specification scheme version analyte limits and the specified Tolerance.
       

    Sample Mean

    Limits are determined from the mean value of observations and the specified Tolerance.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    CuSum chart

    Expected Value

    (default for CuSum charts)

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Sample Mean

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Histogram chart

    Expected Value

    (default for histogram charts)

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Range chart

    Sample Mean

    (default for range charts)

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Standard Deviation chart

    Sample Mean

    (default for standard deviation charts)

    Limits are determined from the standard deviation of observations.
       

    Specified

    Limits are specified by the user.

    The warning and failure areas are rendered on the charts based upon the limits, as follows:

    • Upper warning limit—yellow line

    • Lower warning limit—yellow line

    • Target value—green line

    • Upper failure limit—red line

    • Lower failure limit—red line.

  • Tolerance

    The tolerance used to determine chart limits. Only applicable when Analytical Type is Standard or Spike, and the selected Chart Type is XCT-X Chart or REC-Recovery Chart.

    Standards and spikes have non-zero targets so relative errors can be introduced, whilst blanks have zero targets so relative errors are generally not applicable. Therefore tolerance is only specified when analysing standards or spikes.

    When the Limit Source is selected as Expected Value, then the Tolerance defaults to that set on the standard lot's specification scheme version analyte.

    Note: Current defects exist in the default tolerance value and its use in calculating limits. Refer to the following notes.

    Tolerance can be selected from a pre-calculated list of tolerances, which includes:

    1. A calculated tolerance

      Tolerance = 3.09 x standard deviation of all observation's values / Value x 100

      where, if Limit Source is selected as:

      • Expected Value—Then Value defaults to the specification scheme version analyte's Target Value.

      • Sample Mean—Then Value defaults to the mean of all observation's values.

    2. Standard lot specification scheme version analyte's Internal Percentage Failure Value (see the following note)

      When a specification scheme version analyte is first created, the Limit Check Method defaults to Absolute and the screen shows fields to hold those absolute limits, that is, Internal Min Value, Internal Min Warning Value, Internal Target Value, Internal Max Warning Value and Internal Max Value. In this case, the tolerance cannot be set from the Internal Percentage Failure Value since it is not defined, so the system makes best attempt at determining a Tolerance.

      Tolerance = (Absolute value of (Internal Max Value—Internal Min Value) / 2) / Target Value x 100

      Note: Where the Internal Max Value is undefined, Tolerance defaults to 0.0, which is incorrect, and can result in negative values for the tolerance. This is a known defect—in this case, the tolerance from the specification scheme version analyte should display as 'not defined', or some such indication.

      When a specification scheme version analyte's Limit Check Method is changed to Relative, then the screen shows fields to hold those relative limits, that is, Internal Target Value, Internal Percentage Warning Value and Internal Percentage Failure Value. In this case, the Tolerance used for charting defaults to the Internal Percentage Failure Value. These warning and failure percentages are used to calculate the Internal Min Value, Internal Min Warning Value, Internal Target Value, Internal Max Warning Value and Internal Max Value, which are subsequently persisted for the specification scheme version analyte and used for limit assessment.

      Note: If, however, the Limit Check Method is changed back to Absolute and the limits updated, then the Internal Percentage Failure Value is most likely no longer relevant and should be cleared. In this case, the Tolerance used for charting defaults to the Internal Percentage Failure Value. This is a known defect—in this case, the tolerance from the specification scheme version analyte should display as 'not defined', or some such indication.

    3. Pre-set tolerances of 3.0, 5.0, 10.0, 15.0 and 20.0.

    If the Tolerance is updated, the Upper Failure Limit, Upper Warning Limit, Lower Warning Limit and Lower Failure Limit charting limits are recalculated based on both the selected Limit Source and Tolerance.

    Note: Current defects exist in the setting of these limits. Refer to the notes under those field descriptions.

  • Upper Failure Limit

    Upper failure limit for charting. Only applicable when Analytical Type is Blank, Standard or Spike, and the selected Chart Type is:

    • X-Chart

    • Recovery Chart (defined for standards and spikes only)

    • Cusum Chart

    • Histogram Chart

    • Range Chart

    • Standard Deviation Chart.

    This field is enabled only if the selected Limit Source is specified.

    The upper failure limit is determined using both the Limit Source and Tolerance (where applicable), as shown in the following table.

    Note: Current defects exist in the calculation of limits applying a tolerance, used when Analytical Type is Standard or Spike, and the selected Chart Type is XCT-X Chart or REC-Recovery Chart.

    Analytical Type

    Chart Type

    Limit Source

    Upper Failure Limit

    Blank

    X-Chart

  • Expected Value

  • (default for X-charts)

    		•

    Where Limit Source is selected as:

    • Expected Value—Then Value defaults to the specification scheme version analyte's Target Value.

    • Sample Mean—Then Value defaults to the mean of all observation's values.

    then, based on the type of Tolerance selected from the drop-down list:

    1. Using a calculated tolerance

      Upper Failure Limit = Value + Tolerance x Value / 100

    2. From the standard lot specification scheme version analyte

      Upper Failure Limit = specification scheme version analyte's Internal Max ValuePercentag

    3. Using a selected pre-set tolerance

      Upper Failure Limit = Value + Selected Tolerance x Value / 100

    4. Using the standard lot's specification scheme version analyte's Internal Max Value (MaxValue):

      MaxValue + MaxValue x Tolerance / 100
       

    Sample Mean

    Limits are determined from the mean value of observations.
       

    Expected Value and Stat DL

    Limits are determined from the standard lot's specification scheme version analyte limits and the statistical detection limit.
       

    Specified

    Limits are specified by the user.

    Blank

    Cusum Chart

  • Expected Value

  • (default for CuSum charts)

    		•

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Sample Mean

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Blank

    Histogram Chart

  • Expected Value

  • (default for histogram charts)

    		•

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Specified

    Limits are specified by the user.

    Blank

    Range Chart

  • Sample Mean

  • (default for range charts)

    		•

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Blank

    Standard Deviation Chart

  • Sample Mean

  • (default for standard deviation charts)

    		•

  • Limits are determined from the standard deviation of observations.

  • Upper Failure Limit = observed standard deviation + 3.09 x standard deviation of the observed standard deviations

  • Upper Warning Limit = observed standard deviation

  • 1.96 of the standard deviation

  • Target Value = The standard deviation

  • Lower Warning Limit = s and the Target Value of the average of the StdDev.

    		•
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    X-Chart

  • Expected Value

  • (default for X-charts)

    		•

    Limits are determined from the standard lot's specification scheme version analyte limits and the specified Tolerance.
       

    Sample Mean

    Limits are determined from the mean value of observations and the specified Tolerance.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Recovery Chart

  • Expected Value

  • (default for recovery charts)

    		•

    Limits are determined from the standard lot's specification scheme version analyte limits and the specified Tolerance.
       

    Sample Mean

    Limits are determined from the mean value of observations and the specified Tolerance.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Cusum Chart

  • Expected Value

  • (default for CuSum charts)

    		•

    Limits are determined from the standard lot's specification scheme version analyte limits.
       

    Sample Mean

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Histogram Chart

  • Expected Value

  • (default for histogram charts)

    		•

  • Limits are determined from the standard lot's specification scheme version analyte limits.

  • Upper and Lower limits of the 3.09 and 1.96 of the Standard Deviations and the Target Value of the average of the StdDev.

    		•
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Range Chart

  • Sample Mean

  • (default for range charts)

    		•

    Limits are determined from the mean value of observations.
       

    Specified

    Limits are specified by the user.

    Standard/Spike

    Standard Deviation Chart

  • Sample Mean

  • (default for standard deviation charts)

    		•

    Limits are determined from the standard deviation of observations.
       

    Specified

    Limits are specified by the user.

    The warning and failure areas are rendered on the charts based upon the limits, as follows:

    • Upper warning limit—yellow line

    • Lower warning limit—yellow line

    • Target value—green line

    • Upper failure limit—red line

    • Lower failure limit—red line.

  • Upper Warning Limit

    The upper warning limit for charting. This field is enabled only if the selected Limit Source is specified.

  • Target Value

    The target value for charting. This field is enabled only if a Limit Source is specified.

  • Lower Warning Limit

    The lower warning limit for charting. This field is enabled only if the selected Limit Source is specified.

  • Lower Failure Limit

    The lower failure limit for charting. This field is enabled only if the selected Limit Source is specified.

  • Statistical Detection Limit

  • Limiting Repeatability

  • Show Y-axis scale lines linearly across the range

    Indicates whether to show the Y-axis scale lines linearly across the range or at the control limit points on a generated X-chart, Recovery chart, CuSum chart, Range Chart or Standard Deviation chart:

    • Checked—Show the Y-axis scale lines linearly across the range

    • Unchecked—Show the Y-axis scale lines at the control limit points.

Chart Tab

The drawn chart, as specified in the Chart Criteria tab.

  • Chart flows

    • Reset Zoom—Click to reset the zoom on the chart to 100%.

    • Draw Chart—Click to draw the chart.

  • Chart data point flows

    The available data point flows vary depending on your security access and the grid displayed.

    • Change Activity Status—Toggle the QC observations associated with the data point from being active or inactive, used only when searching for discrete observations.

    • Ignore Data Point—Ignore a QC failure on the QC observations associated with the data point.