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CA 4: Laboratory Test Scheduling

This capability area addresses informatics capabilities which encompass prioritizing and processing the test workload for samples received. This CA includes the addition and prioritization of test requests and removal of completed requests. It also provides the basis for activating mutual assistance agreement.

Guidance Statement

Purpose: The ability to efficiently organize samples and manage the testing process is important in any modern laboratory. Parameters such as holding time, instrument availability, laboratory workload, and courier pickup are some of the variables that laboratories often consider to effectively prioritize and manage workflows. Overarching needs, like activating mutual assistance, often have significant impact on these priorities, especially for PHLs. Creating and managing these changing priorities often requires the use of informatics.

What: A test’s priority can be changed in a LIMS by adding or removing the test from various testing schedules. Some systems have the ability to provide additional complex algorithms directly within the application based on many of the above parameters. These algorithms aid staff in building schedules. Similarly, the delivery of samples to a mutual assistance laboratory can also be automated within the information system. For example, the system can automatically place selected tests into a send-out queue, generate a shipping manifest, and electronically order the requested tests.

How: Streamlining testing workflows improves overall efficiency and maximizes resources. A laboratory that has the desired informatics capabilities to achieve these objectives can:

  • Electronically add test requests, add to test schedules, and prioritize these test requests using laboratory-specified criteria.
  • Remove and restore completed requests and transfer samples from active queue.
  • Select tests and associated metadata for diversion to a mutual assistance laboratory.
  • Capture specific data elements associated with process improvement indicators regarding test schedule.
  • Create reports of test processing time by priority.
  • Create test status reports (e.g., turnaround time).

Capability Statement #4.1

Capability Statement Level Description of Level
Capability Statement #4.1 The laboratory is able to electronically add test requests received or generated in-house; add to existing test schedule; and prioritize requests with respect to test type, submitter, turn-around time, etc. Level 3 The laboratory is able to perform all of these functions.
Level 2 The laboratory is able to perform some of these functions.
Level 1 The laboratory is unable to perform these functions electronically.
N/A Not applicable to this laboratory.
Required Drupal 8 Modules

Capability Statement #4.2

Capability Statement Level Description of Level
Capability Statement #4.2 The laboratory is able to electronically remove and restore completed requests and transferred samples from active queue through the LIMS or other integrated systems. Level 3 The laboratory is able to perform these functions through the LIMS or other integrated systems.
Level 1 The laboratory is unable to perform these functions electronically.
N/A Not applicable to this laboratory.
Required Drupal 8 Modules

Capability Statement #4.3

Capability Statement Level Description of Level
Capability Statement #4.3 The laboratory is able to electronically select tests for diversion to a mutual assistance laboratory and transmit metadata associated with tests/sample. Level 3 The laboratory is able to perform these functions electronically.
Level 2 The laboratory is able to electronically select some but not all tests for diversion to a mutual assistance laboratory and transmit metadata associated with tests/sample.
Level 1 The laboratory is unable to perform these functions electronically.
N/A Not applicable to this laboratory.
Required Drupal 8 Modules

Capability Statement #4.4

Capability Statement Level Description of Level

through LIMS and/or integrated information systems. | Level 3 | The laboratory is able to perform all of these functions through LIMS and/or integrated information systems. |

Level 2 The laboratory is able to perform some of these functions electronically through LIMS and/or integrated information systems, depending on test type.
Level 1 The laboratory is unable to perform these functions electronically.
N/A Not applicable to this laboratory.
Required Drupal 8 Modules

Capability Statement #4.5

Capability Statement Level Description of Level
Capability Statement #4.5 The laboratory is able to electronically a) capture specific data elements associated with process improvement indicators2 regarding test schedule; b) create reports of test processing time by priority; and c) create test status reports such as pending lists and turnaround time. Level 3 The laboratory is able to perform all of these functions.
Level 2 The laboratory is able to perform some of these functions, though it is unable to create reports by priority.
Level 1 The laboratory is unable to perform these functions electronically.
N/A Not applicable to this laboratory.
Required Drupal 8 Modules
capability_4.txt · Last modified: 2016/12/30 23:05 by awake