Search for summarised blank and standard QC sample assessments

  1. Click the drop-down arrow next to the Open icon on the main menu and select Summary from the menu to display the PERFANA—Perfana Form.

  2. Click Criteria to display the PERFANA—SummaryCriteria Form.

  3. To enter QC test criteria:

    1. Select the General tab.

    2. Select the QC type of Blank and/or Standard on which to perform the QC analysis. Selecting Blank provides information on the level of contamination. Selecting Standard provides information on the level of analytical bias (accuracy).

    3. Select the Analyte status. Note that selecting All excludes ignored discrete QC sample assessments.

    4. To limit the QC results to a selected date range, check Dates and enter the date range.

    5. Select one or more assessment types from the grid, each comprising a QC type, QC code, scheme, scheme version, analyte and units for the QC summary.

  4. To enter criteria based on the job, client and staff member who performed the analysis:

    1. Select the Miscellaneous tab.

    2. From the Job list, select one or more jobs on which to search, using the Ctrl and Shift keys to select multiple jobs.

    3. Uncheck the Use client group check box and enter a search string in the field that matches one or more client codes, using the percent sign (%) as a wildcard, and click the F2 function key to open the client lookup form to display matching client codes from all laboratories, including clients that are disabled, and double-click the required client code to add the client to the Client list, ensuring that a client code's check box is checked to apply that client in the criteria.

    4. Check the Use client group check box to populate the Client list with client group codes, and use the Ctrl and Shjift keys to select one or more client groups on which to search.

    5. Uncheck the Use staff group check box to populate the Staff list with staff codes, and use the Ctrl and Shift keys to select one or more staff members on which to search.

    6. Check the Use staff group check box to populate the Staff list with staff group codes, and use the Ctrl and Shjift keys to select one or more staff groups on which to search.

  5. Click Apply to apply the criteria and display the summarised QC sample assessments that match the criteria, click OK to close the form as well, or click Cancel to close the form and not proceed with applying the criteria.