Achiever Laboratory Information and Sample Tracking System

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1 Achiever Laboratory Information and Sample Tracking System MORE than Sample Tracking Software Tissue and Sample Management Record and capture different sample types and related information Generate unique reference numbers for each sample Integrate with barcode software 1 to generate labels Integrate with barcode software 2 to facilitate sample retrieval Split samples into aliquots ( child samples ) and view relations Process and record sample check out (internal/external) Record current and previous storage locations Link to donor record as required Store tissue microarrays with links to multiple samples and donors Monitor viability of each sample View availability of each sample Link to collaborative/research project and participant Record and track consent against each sample, donor and project Manage and process withdrawal of consent View audit of sample record changes (change details, when, who) Assist in compliance with regulatory requirements (HTA) Rapid set up of locations for multiple samples Link documents against a sample (MS Word, MS Excel, images) Manage human, environmental, chemical and animal samples Manage sample requests (approvals, courier and despatch) Sample collection management and sample scheduler Storage Management Record and define different storage locations Define sample types that can be stored in each storage location Rapid set up of storage layout and slots Set and monitor environment (temperature audit 3 ) Manage capacity (set capacity and view places available, taken) Graphical view of storage location (available, reserved, taken slots) Associate storage with collaborative and research projects Define team and responsibility against each storage location Link documents against a location (MS Word, MS Excel, images) Locate storage locations using sample type, environment, capacity Implement security profiles to restrict data access and updates Send notifications based on parameters (temperature too high) 1 The method and levels of integration available are dependent on the barcode printer and software 2 The method and levels of integration available are dependent on the barcode printer and software 3 This information could be imported on a regular basis for monitoring purposes. The Data Exchange Manager (DEM) is an additional module

2 Clinical Data Management Create donor records Capture enhanced donor profile information (personal attributes) Record a donor s detailed clinical details (treatment, diagnosis) Manage informed consent against a donor (capture, withdraw) Manage follow-ups and conferences (with multiple clinicians) Capture the referred institution information against each donor Capture donor address details Create a consolidated view with information from external systems 4 Capture and process requests for consent withdrawal Data security/encryption to restrict access to information/records View specific disease details against a donor Monitor samples linked against a donor View associated research/collaborative projects against a donor View linked documents against a donor View audit of donor record (changes to details, when and who) Project and Collaborative Research Management Manage single or multiple projects Define project Chief Investigator, Security Officer, Oversight Officer Track ethics approval reference Attach team and assign roles Define security access (can see donor names, approve requests) Set project milestone dates (start and end dates) Define parameters (max/min number of samples, HTA controlled) Link selected/filtered samples/participants against a project View associated consent forms against a project View samples without consent forms for action Manage the publishing of projects to allow shop-window 5 access Link storage locations against a project Manage sample requests (internal/external) Associate documentation/results (MS Word, MS Excel, images) Data security to restrict access to project, participant and samples Interface with 3rd party applications 6 4 Systems available for integration include Patient and Laboratory Management systems. Integration is dependant on the tools and functionality available in the 3 rd party application. 5 External Shop Window access is managed through an optional module 6 Integration is dependent on the tools and functionality available in the 3 rd party application.

3 Case Management Capture case profile information (milestone dates) Associate with customer/contract Manage commercial, financial and contractual information Cost/revenue management Production of documentation Case lifecycle management Integration with finance systems 7 Link to project storage equipment and consumables Transplant Management Link multiple recipients to donor/samples Comprehensive search for suitable donor/product matching Transplant approval procedure management Clinical process procedure management Manage referrals and follow-ups Diary and Resource Scheduling Diary management functionality (tasks, s) Link against a project, sample, storage location or donor Manage outpatient appointment and patient meetings Group scheduler to view activity across teams/departments Drag and drop calendar/activity functionality Link documents and capture notes Set reminders Generate follow ups and use workflow to prompt next actions Interface with Microsoft Outlook and Novell GroupWise Calendar Institute Management Capture institute details Link multiple sites and staff Capture profile details against staff (role, responsibilities, relations) Link documents and attach notes against the institute and staff Link to donor record as referring institute Instruments and Devices Management Define instrument/device profiles Create maintenance schedule (usage level/frequency) Capture maintenance log (dates, serviced by, notes) Instrument barcoding Skills matrix to indicate skills required to use equipment Usage log (link to analysis/project/user) 7 Integration is dependent on the tools and functionality available in the 3 rd party application.

4 Consumables Management Consumable definition and profile (batch numbers, expiry dates) Minimum re-order level notifications Usage log (link to analysis/project/ user) Consumable labelling and barcoding Skills matrix to indicate skills required to use consumables Analysis and Results Management Define analysis codes and parameters Link analysis to sample types Define task templates against analysis Associate equipment types/consumables to analysis Set approval process Multi-sample analysis processing Record and track results Process audit for result verification and release Skills matrix to indicate skills required to carry out analysis Quality Control Programme management and schedules Use of Control Samples Use of Electronic signatures Suite of Quality Control Reports Approval Management Processes of Results Workload Management Personnel Skills matrix Drag and drop scheduler Priority and planning management Diary management Skills assurance Interface with Microsoft Outlook and Novell GroupWise Calendar Funding and Grant Application Management Track and manage grant and funding applications Link team (roles and responsibilities) to application Associate activities for managing time Associate documentation and notes Implement processes to track/monitor stage, milestones, results Link funding to collaborative and research projects

5 Monitoring Performance 8 Real-time reporting and analysis using industry standard tools Graphical reporting and support for multiple export formats Dashboard/Home Page facility Define security for restricted access to management information Set user definable parameters Drill down functionality on reports to further details/specific records Suite of standard reports Inbuilt list builder to segment and filter data Data Administration Comprehensive searching facilities to restrict duplicates De-duplication tool to merge duplicate records Data Exchange Manager to import data from external sources Data Protection rules and filters Data encryption at source to prevent access to selected information Validation rules on data entry Workflow to prompt users through processes Mandatory fields to capture critical data for analysis Create new fields and tables Use picklists for consistent data entry Record level auditing for creation and last changed details Field level auditing for monitoring critical data 9 Multi-lingual support Multi-currency support System Administration and Ownership Set new users (permissions) Set new profiles and roles(permissions) Amend picklists Create picklists Amend field properties (picklist, validation, permission) Add new fields (dates, strings, integers) Add new tables and define relationships Set delete request and permanent deletion rules Manage data and process access through project roles security Define new data security filters (restrict information available) Set report permissions and access Set up new fields for auditing Define Data Protection rules Support for data encryption Create and amend workflow and processes Create new and amend existing screens (drag and drop objects) Create new and amend existing grids and searches 8 Achiever Medical interfaces with MS Reporting Services to generate reports 9 Pre-defined fields

6 Streamlining Processes Workflow tool to create records, update data, send s/letters User triggered workflow to invoke process Event triggered workflow on update/insert/delete information Context sensitive workflow only shown when specific data available Escalation and notification workflow Creation and modification of workflows Interfaces Active Directory/LDAP for Single Sign On (SSO) MS Office for exporting and letter generation MS Outlook to send/import s and calendar items Novell GroupWise to send/import s and calendar items Postal Address Systems QAS, Postcode Anyware Web Services and XML support to interface with 3rd party systems Other Integration Services for importing/extracting data Barcode software for the generation of labels and retrieval of data Interface with website forms External Portals for Collaborator/Customer Access Secure access to selected information (profile, requests, projects) Sample Shop Window for collaborator requests Online Surveys and Feedback Define online surveys and questionnaires Create comments, rating and pick list questions Create linked questions (answer yes go to question 5) Capture results in database for analysis Define response thresholds Send notifications when responses below/above threshold Interactive Software Limited, Ashted Lock, Birmingham Science Park Aston, Dartmouth Middleway, Birmingham B7 4AZ. Tel: Website:

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