Using e-LAB Solutions

Table of Contents
Introduction ................................................................................................................................... 3 Software Requirements................................................................................................................ 3 Roles and Responsibilities ............................................................................................................ 3 Site administrators: ................................................................................................................ 3 Laboratory staff:.................................................................................................................... 3 Accessing e-LAB Solutions .......................................................................................................... 4 Creating individual Web accounts and logging in ................................................................. 4 Requesting Access to Laboratory Data .................................................................................... 8 Selecting a Laboratory (if you have access to more than one lab) .................................... 9 Opting In (for site administrators only) ....................................................................................... 9 Managing Permissions (for site administrators only) .............................................................. 12 New requests ........................................................................................................................... 12 Ongoing access management ........................................................................................... 14 Proficiency Testing Result Forms ............................................................................................... 16 Getting there............................................................................................................................... 16 Entering data .............................................................................................................................. 19 Viewing data............................................................................................................................... 19 Approving Data .......................................................................................................................... 21 Evaluations and Reports ............................................................................................................ 23 Custom Management Reports ................................................................................................. 25 Analyte Scorecard ................................................................................................................. 25 CMS Analyte Reporting Selections....................................................................................... 28 My PT Shipping Calendar ...................................................................................................... 30 CAP LINKS Quarterly Reports................................................................................................. 32 Claiming CME/CE Credit ........................................................................................................... 33 Laboratory Accreditation Program .......................................................................................... 35 Selecting a Laboratory .............................................................................................................. 35 Laboratory Activity Menu .......................................................................................................... 37 System Laboratory Activity Menu Options .............................................................................. 38 Activity Menu .............................................................................................................................. 39 Additional Reports ...................................................................................................................... 40 Checklist Selection Report .................................................................................................... 41 Master Activity Menu ............................................................................................................. 42 Missing PT Enrollment Form .................................................................................................... 43 Test Menu Change Form ....................................................................................................... 44 Downloading Checklists ............................................................................................................ 45 Downloading Master and Custom Checklists .................................................................... 45 FAQs ..................................................................................................................................... 51 Downloading a Master Checklist for a Newly Enrolled Laboratory ................................ 53 FAQs ..................................................................................................................................... 57 Proficiency Testing Compliance............................................................................................... 58 Competency Assessment Program ......................................................................................... 59 Competency Assessment User Guide ..................................................................................... 59

Introduction
Welcome to e-LAB Solutions, the most valuable provider of online Proficiency Testing (PT) and Lab Accreditation Program (LAP) information available. With e-LAB Solutions, you can take advantage of these benefits: Result form management Minimize PT failures with pre-populated electronic forms and dropdown method, reagent, and instrument selections View faxed or mailed data Verify receipt of data E-mail notifications of an approaching evaluation date Interactive evaluations and scorecards and online summary reports Filter your results by grade, subspecialty, analyte, or fulfillment group to focus on areas with unsatisfactory performance Easier interpretation of data Integrated education opportunities Earn CME and CE credits with online education Easy and convenient online access to (LAP) laboratory test menus Downloadable laboratory activity menus by section/department Access to the Test Menu Change Form to enable LAP users to quickly update laboratory test menus.

Software Requirements
For details regarding the appropriate browser versions and supplemental software to use the CAP Web site, go to About CAP > Technical Environment.

Roles and Responsibilities Site administrators:

Site administrators (laboratory director or designee) are responsible for: Creating their own Web accounts on www.cap.org Opting in to activate the laboratory for online services Designating appropriate laboratory staff to register and request access Assigning additional site administrators (at least two are recommended) Managing permissions for laboratory personnel (to ensure system security, only appropriate laboratory personnel should be allowed access; inactivate access for staff that are no longer employed)

Laboratory staff:
All laboratory staff is responsible for: Creating their own Web accounts on www.cap.org Requesting access to laboratory data

Accessing e-LAB Solutions

Creating individual Web accounts and logging in
Creating a web account on www.cap.org is easy. Once you have a web account, you will be able to request access to laboratory data, update your profile online, and enroll in education activities. 1. Go to www.cap.org 2. Click on Dont have a User ID? Create an Account

3. This will bring you to the New User Registration page. Enter your name and then choose a unique user ID and password. All fields marked with the red asterisk must be filled before you can continue to the next page. Click Continue.

4. Enter your email address in the space provided for Preferred e-mail address. Select 3 different questions from our drop-down list of questions and provide answers. The answers you provide will be used to verify your identity if you require assistance with your account in the future. 5. Provide either a Business or Home address to continue.

6. Once you have provided at least one address, click Finish.

You will see the message below when you have successfully created an account. You should be notified by e-mail within one business day that your web account has been activated.

Note: If you do not receive this email and you know that a new user has requested access, please have your IT department verify that acknowledgement@cap.org is on your safe senders list.

Once you have an active web account, you can log in to the CAP website with your User ID and Password. 1. Go to www.cap.org and log in with your user ID and password.

Click Hint if you need to display the hint you provided when you set up your account

2. The CAP Web site will show a welcome message and a list of personalized

options once youre logged in. Here you can change your password or update your profile when necessary.

Requesting Access to Laboratory Data

You will need a Web account to request access (see Creating individual Web accounts and logging in). 1. Log in. 2. Under e-Lab Solutions click Proficiency Testing/ Quality Management. 3. Click on Request Access under Using e-LAB Solutions.

4. At the entry screen, enter your organizations seven-digit CAP number, and then click Submit.

5. At the confirmation screen, review the information and click Submit.

6. Your request will be sent to the site administrator(s) to grant or deny access. 7. Once you have been granted or denied access, you will receive an e-mail message detailing your access privileges (functions you have been authorized to use by your site administrator).

Selecting a Laboratory (if you have access to more than one lab)
If you have access to more than one laboratorys data, you must first choose which laboratorys data you want to view. If you have access to only one laboratory, it is selected for you automatically. 1. Log in (see Creating individual Web accounts and logging in). 2. Click on Proficiency Testing/ Quality Management under the e-LAB Solutions list. 3. Click on Select or Change Laboratory. All of the laboratories that have granted you access are listed. 4. Select the radio button next to the appropriate organization and click Select Lab. Then click Return to e-Lab Solutions after the line becomes highlighted. The page will update and display information about your selected organization at the top of the page.

Opting In (for site administrators only)

The person who opts in the laboratory using the PIN number provided becomes the site administrator. A laboratory only has to opt in once. 1. Log in (see Creating individual Web accounts and logging in). 2. Go to Proficiency Testing/ Quality Management under e-Lab Solutions, and then click on Opt In Your Lab or Organization.

3. Enter the 7-digit Laboratory ID (CAP number) and PIN provided on your opt in letter and click Submit. Note: Each lab director has been sent a PIN. If you do not have your PIN available, contact the CAP at 800-323-4040 option 1.

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4. Read the Terms and Conditions. To continue you must click Accept.

5. The confirmation screen below will open to show that your laboratory has been activated for online Web access. You have been designated as a site administrator for the laboratory, and are now responsible for managing access privileges for staff in your laboratory. You must now specify which CAP programs you want to enable for online access. Please make your selections and click Submit. You can update these selections at any time by clicking on Administration Options under the e-LAB Solutions heading on the left side of the page and then Select Programs.

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Note: The CAP recommends that each institution have at least two site administrators. Use Manage Permissions to designate another site administrator (see Managing Permissions). Managing Permissions (for site administrators only)
Site administrators are responsible for maintaining access privileges for laboratory staff. This can be done when staff first request access and as needed in the future.

New requests
When laboratory staff request access to your laboratorys data, you will receive an email notification. Note: If you do not receive this email and you know that a new user has

requested access, please have your IT department verify that acknowledgement@cap.org is on your safe senders list.

1. Go to www.cap.org and log in. Select your Laboratory (if applicable). 2. Go to Administration Options under e-LAB Solutions. Click on New Requests.

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3. To grant access for an individual, click on Specify Employee Access to the right of the persons name and email address. Note: Selecting Specify Consultant Access will limit the individuals access to view-only for proficiency testing results. If the individual needs access to enter results, claim CE/ CME, or view CAP accreditation materials please choose Specify Employee Access.

4. At the next screen, click on the appropriate checkboxes to select the privileges you want this person to have. Click Update Privileges at the bottom. Note: After you grant access privileges for an individual, an e-mail message will automatically be sent to the requester letting him or her know what access privileges they have been granted.

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Use the checkboxes under each program area to grant or remove access privileges for a user

To setup access for our online CE/ CME programs, the site administrator must select the Anatomic Pathology access as well as appropriate profession for the user

Ongoing access management

You can update access privileges for laboratory personnel as well. 1. Go to www.cap.org and log in. Select your Laboratory (if applicable). 2. Go to Administration Options under e-LAB Solutions. Click on Manage Permissions and follow the same steps as when granting privileges for new requests. (See below).

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You will be redirected to the screen below:

3. Click on the link for the users name. This will bring you to the Maintain Access Privileges screen. To update access for an individual, click on the appropriate checkboxes to select or deselect privileges and click Update Privileges. To revoke access, click Revoke All Privileges.

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To setup access for our online CE/ CME programs, the site administrator must select the Anatomic Pathology access as well as appropriate profession for the user

4. After you grant or deny access privileges for an individual, an e-mail message will automatically be sent to him or her about the access privileges you changed for them.

Proficiency Testing Result Forms

New online result forms make data entry faster and more accurate. Minimize PT failures on data entry with pre-populated electronic forms and drop-down method, reagent, and instrument selections. You can also verify receipt of data and view faxed or mailed data.

Getting there
1. Log in, under the e-LAB Solutions header, click Proficiency Testing/Quality Management. Select Result Forms under the My Laboratory header. Depending on the number of items in the list for your laboratory, you may see a window open letting you know that the list is being created.

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Click on Result Forms

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2. Choose a kit from the list or use the filter options to change what kits are listed. The default setting is to list kits based on their upcoming due dates for kits that have been shipped in the last 60 days.

Click on View link to access the result form.

By default, the list is sorted by kits due within the next 60 days.

Filter options allow you to change the search criteria

3. Click View under Details to access that kit. 4. The details screen provides more information about the selected kit:

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Result Form Details

The institution name and 9 digit CAP# are listed here.

Product name, mailing code, kit number, and due date are displayed in this area.

Related links are located here for additional help.

Status for each page is listed in this column.

Entering data

Each individual page is listed with kit status and receipt information. The Data column displays individual privileges (the ability to enter/view data) and the status of the kit. (For example, if a page has a status of Not Received, the option under the Data column will be Enter Data for a person who has that access. This assumes that the due date for that kit has not passed yet.) Related links include help, return to the kit list, download a blank result form, view/print your saved data, view the kit transaction history (which provides additional details about the kit), and kit instructions.

To enter data, look for the Enter Data link in the Data column of the Result Form Details page. Click on that link to open up the result form online.

Viewing data
To view data, click on the View or the View/Edit link in the Data column. Links in the Data column will reflect what actions you can perform depending on your access privileges and the status of the kit page (whether the page is waiting approval or has been approved). The links will open a PDF version of the result form.

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To enter or verify instruments or methods, place your cursor in the Instrument or Method Code field and a drop-down box will open to provide you with an alphabetical list of valid instruments and codes. Only codes from this list may be used. If your instrument or method is not listed, enter 010 in the corresponding boxes and proceed after saving your data to the last page of the Result Form. Under Use of Other, provide the name of the instrument or method you use.

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The bottom of each page features buttons that enable you to save data and navigate to other pages of the result form.

Approving Data
A button will display with Approve Pending Pages when there are kit pages to be approved and submitted if you have been assigned the authority to approve data. Site Administrator or other designated individual with the authority to approve pending pages will see the screen pictured below:

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Approving Pending Pages

You must click on this button to complete the approval process.

In order to approve the pending pages, you must click on the Approve Pending Pages button in the orange box in the screen above. Until this step has been completed, the results have not been submitted to CAP and will remain in pending approval status in the result form detail page. Notes about data entry and submission: Data can be edited any time prior to evaluation (by personnel with the appropriate privileges). Approved and submitted data will be analyzed by the CAP once approximately 80% of the result forms have been received. Your site administrator(s) will receive an e-mail to alert them that a product is ready to evaluate and your data hasnt been received. This notification is emailed to the site administrator(s) 5 days prior to the printed due date on your result form.

If you need to know who entered data and when, click on View kit transaction history on the kit summary page. It will show the user id of the person who entered the data.

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Evaluations and Reports

1. Under e-LAB Solutions, click the Proficiency Testing/Quality Management link on the left side of the screen

2. Under My Laboratory, click on Evaluations and Reports

Depending on the number of items in the list for your laboratory, you may see a window open letting you know that the list is being created. 3. Select a mailing name from the list or use the filter options to change what kits are listed. 4. Click View details to access information for a specific kit.
By default, kits evaluated within the last 60 days are displayed.

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5. Once a kit is selected the details screen provides a selection of reports available for that particular kit. The evaluation report mailed to your organization is available in PDF format, the Interactive Evaluation allows for individual analyte viewing. With the Available Reports filter, you can select an evaluation report type. 6. To select another kit click on Return to kit list.

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Custom Management Reports Analyte Scorecard

How to access: 1. Under e-LAB Solutions, click the Proficiency Testing/Quality Management link on the left side of the screen

2. Under My Laboratory, click on Analyte Scorecard

You will only have access to the above links if you are the Site Administrator or you have been given access.

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This report will let you see a compiled version of scorecard data currently on file for your laboratory. You can modify your report by using the Options/Filter tools. 1. Report Type allows viewing of CMS regulated analytes or all analytes including non-regulated analytes. 2. Number of Events defaults to 3 events, but allows viewing of 1 or more events (up to 6 events - - 2 years of data). 3. Grade allows viewing of all, acceptable, unacceptable or PT performance <100% (LAP) grades. 4. Mailing allows viewing of enrolled mailings by discipline (ex. Mycology). 5. and 6. Subspecialty and Analyte - allows viewing by specific subspecialty and analytes within that Subspecialty (must be used in conjunction with the Mailing field). Once the Options/Filters have been chosen, click View Filtered Report to view the report or click Reset Form to choose new Options/Filters.

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The Analyte Scorecard report looks like this:

1. Subspecialty/Analyte lists the individual analytes under a given subspecialty (the first rows under the subspecialty reflect the overall score of all reported analytes that contribute to the subspecialty). 2. Year and Event lists the year and event (mailing) that you are looking at. 3. Eval Date the date the analyte was evaluated. 4. Kit Number kit identifier in which a given analyte appears (this is an interactive link, clicking on it takes you to the evaluation). 5. Survey designates Survey code and mailing event. 6. Score/%/Performance lists the overall contributing challenges for a given analyte, score percentage and performance (satisfactory or unsatisfactory). 7. Test Name name of the analyte (also an interactive link, clicking on it takes you to the evaluation page in which the analyte appears). By closing the Filtered Report, you will be taken back to the Options/Filter screen.

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CMS Analyte Reporting Selections

How to access: 1. Under e-LAB Solutions, click the Proficiency Testing/Quality Management link on the left side of the screen

2. Under My Laboratory, click on CMS Analyte Reporting Selections

This report shows which regulated analytes the lab is or is not reporting to CMS. It is a static image. The (More info) link instructs on how to use/make changes to the report.

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The report looks like this:

The first part of the report will list regulated analytes the lab is enrolled in, but does not perform. 1. Subspecialty/Analyte lists the individual analytes under a given subspecialty. 2. CAP No. lists the laboratorys CAP identifying number. 3. Kit/PFG (Product Fulfillment Group) lists the kit number and PFG the analyte is being reported from. 4. Event/Report lists the event (mailing) and whether it is being reported or not as indicated by a Y (Yes) or N (No). 5. Indicate Changes the lab would indicate if they would like to change the reporting status (if a change is being made to Y, the lab must indicate what PFG it is to be reported from). The second part of the report lists which regulated analytes the lab is enrolled in and performs for CMS regulations and looks like this:

1. Subspecialty/Analyte lists the individual analytes under a given subspecialty. 2. CAP No. lists the laboratorys CAP identifying number. 3. Kit/PFG (Product Fulfillment Group) lists the kit number and PFG the analyte is being reported from. 4. Event/Report lists the event (mailing) and whether it is being reported or not as indicated by a Y (Yes) or N (No). 5. Other PFG/Indicate Changes indicates other PFGs that the analyte is contained in and a line to write the PFG reporting change.

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My PT Shipping Calendar
How to access:

1. Under e-LAB Solutions, click the Proficiency Testing/Quality Management link on

the left side of the screen

2. Under My Laboratory, click on My PT Shipping Calendar

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The report looks like this:

1. 2. 3. 4. 5.

CAP #/ LAB Name lists the laboratorys CAP # and name. City, State lists the laboratorys city and state. Ship Date lists the date the product ships out. Mailing/Product lists the specific mailing and product. Qty lists the quantity of kits that were ordered. During order renewal, you will able to see two calendars the current year and the upcoming year. After January 1st , only the current years calendar will appear.

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CAP LINKS Quarterly Reports

How to access: 1. Under e-LAB Solutions, click the Proficiency Testing/Quality Management link on the left side of the screen

2. Under My Laboratory, click on CAP LINKS Quarterly Reports

For resources, computer system requirements, a description of each type of report, and tips on how to access and navigate through the online CAP LINKS reports, download the Tips and Guidelines at the following link: http://www.cap.org/apps/docs/cap_links/CAPLINKS_help.pdf

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Claiming CME/CE Credit

1. Once you have submitted your results and clicked on the Claim CME/CE Credit button, locate your CME/CE activity on your Training Schedule.
Claim CME/CE Credit button

2. Click on the Credit Type and Hours icon.

Credit Type and Hours icon

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3. Select your Credit Type and Actual Credit Hours from the drop down lists and click OK.

4. Click on the activity title on the Training Schedule.

Activity Type

5. Click on the certificate icon to view and print your CME/CE certificate.

Certificate Icon

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Laboratory Accreditation Program

Selecting a Laboratory
If you have access to online programs through more than one laboratory, you must first choose a laboratory before you will be able to access Lab Accreditation Program features. After logging into e-Labs: 1. Locate e-LAB Solutions at the left-hand margin of the page, select the Laboratory Accreditation link.

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2. Choose Select or Change Laboratory

3. Select the radio button to the left of laboratory you wish to access and click on

Select Lab. The page will update automatically displaying the laboratory selected at the top of the page as well as the displaying the highlighted list.

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Click the Laboratory Accreditation to return to the Laboratory Accreditation Program page.

Laboratory Activity Menu

1. Under e-LAB Solutions, look for the Laboratory Accreditation options 2. Select Activity Menu with PT Options.

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3. With the drop down arrow, select the section/department you wish to view, or leave the option all if you wish to view all sections/departments. 4. Select View Filtered Report.

System Laboratory Activity Menu Options

Users who belong to a system will see additional options on this page. If you selected a System, you will need to select a laboratory name by clicking on the drop down arrow for Laboratory List that will display a drop down list of the laboratories within your system. 1. With the drop down arrow, select the section/department you wish to view, or leave the option all if you wish to view all sections/departments.

2. Select View Filtered Report.

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Activity Menu
After selecting section/department, your report will be displayed with the options to either: Save (Excel export) as a Microsoft Excel file Save (PDF export) as an Adobe .pdf file Print

If your laboratory is missing required PT, a Y will appear in the Missing PT Enrollment column. You can select the link to the PT Enrollment Guide to determine PT product options.

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Additional Reports
Additional reports are available. These can be viewed, saved and printed by selecting the link on the upper-right hand corner of the report.

While viewing the Laboratory Activity Menu Report, the user will be able to print it or save it as a .pdf or an Excel spreadsheet. You will also be able to click links that open the laboratorys Checklist Selection Report, the Master Activity Menu report (specific to the program in which the lab is enrolled), a dynamic Missing PT Enrollment Report (more accurate and potentially different from the version that runs monthly and is mailed), PT Enrollment Guide and, the Test Menu Change Form.

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Checklist Selection Report

The Checklist Selection report can be saved as an Adobe .pdf file for your convenience. To save or print the report, select the .pdf Export or Print menu option indicated below. The Checklist Selection report lists the checklists that are applicable to your laboratory.

Any Laboratory 1234567 7654321

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Master Activity Menu

The Master Activity is a comprehensive listing of all potential tests for which a test activity identification number exists.

The Master Activity Menu can be viewed in either an Adobe .pdf file or a Microsoft Excel file. Selecting the Excel format will allow you to conveniently sort and manipulate the data as needed.

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Missing PT Enrollment Form

This report lists the test/activities performed in your laboratory for which PT enrollment is necessary. If your laboratory no longer performs testing for an activity listed on this report, please mark an X in the delete box and fax the report to CAP at (847) 832-8171. If your laboratory performs testing for any of these activities, please enroll in an appropriate proficiency testing product. The Missing PT Enrollment Form can be viewed, printed and saved by selecting the .pdf Export or Print menu located on the menu bar at the top of your screen.

AU ID # 0000000

CAP ID # 1234567

Any Laboratory USA

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Test Menu Change Form

The Test Menu Change Form can be used to update CAP when your section/department changes their testing options. The form must be downloaded, completed and faxed to CAP at (847) 832-8171.

Alternately the preferred method of modifying the laboratorys activity menu is online, through E-Lab Solutions (Laboratory Accreditation).

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Downloading Checklists Downloading Master and Custom Checklists

This section will guide you through the process of downloading CAP master checklists, your laboratorys custom checklists, and changes only checklists. 1. After logging in to e-LAB Solutions and completing the Select Laboratory step (see page 35), click Laboratory Accreditation in the blue bar on the left. 2. In the Laboratory Accreditation box, select Master and Custom Checklists.

The following steps will show you how to select your section/department (e.g. General Chemistry), checklist module (e.g. Chemistry and Toxicology), checklist edition (e.g. Self-Inspection), checklist type (e.g. Custom), and checklist format (e.g. Excel/CSV) and generate a checklist for viewing or saving. You may generate as many checklists as you desire, one at a time.

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3. Select a Section/Depte.g. Bacteriology, Blood Bank, etc. All the sections/departments for your laboratory are listed. Your selection in this box controls which modules are displayed in the Checklist Module box. If you would like to view a list of all modules, including those that dont currently pertain to the sections/departments within your laboratory, select List All Modules.

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4. Select the Checklist Module. All the modules that relate to the chosen section/department are listed.

If you selected List All Modules in the Section/Dept dropdown menu, then all checklist modules, even those that dont pertain to the sections/departments within your laboratory, will be available for viewing/downloading.

5. Select the most appropriate Checklist Edition based on your laboratorys accreditation cycle or your specific needs: CAP CurrentThe most recent version of the checklist requirements. Onsite InspectionThe checklist requirements used by your laboratory and an inspector during a scheduled onsite inspection. Self-InspectionThe checklist requirements used by your laboratory during a self-inspection. (Not available if you are performing an initial inspection.)

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6. Note the Edition Date, which is the date the checklist edition was published. If the CAP Current Edition is updated after you receive your application or reapplication packet, your inspection will still follow the requirements in the packet CAP mailed to you. 7. Select a Checklist Type: CustomRequirements customized to your laboratorys activity menu, based on the specific tests your laboratory performs. MasterRequirements not specific to a unique laboratory. A comprehensive listing of all CAP checklist requirements. Changes OnlyIncludes only the requirements that have changed since the prior CAP Current Edition. Available in PDF only.

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8. Select the Checklist Format.

a. Word/XML (Windows Only)Editable. This is compatible with the Word 2003 version or higher. At this time this format is available only in Word for Windows. Mac users are able to use the PDF and Excel formats. If selecting the Word/XML format, please make sure your macro security level is set appropriately. Otherwise you may not be able to view the Table of Contents. Word 2003Macro setting should be Low [Tools/Macro/Security]. Word 2007Macro setting should be Enable all macros [Word Options/Trust Center/Trust Center Settings]. Word 2003

Word 2007

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b. PDFNon-editable. This is compatible with Adobe Acrobat Reader 6.0 version or higher. c. ExcelEditable. This is compatible with Excel 2003 version or higher. If you selected Excel, choose which version: Short includes the following fields: Requirement ID, Phase, and Requirement Text. Long includes the following fields: Requirement ID, Phase, Requirement Text, and Notes. (Note** The 2010 checklist edition contains new content elements, Evidence of Compliance and Subject Headers, which are included in the Excel long version)

9. Click Download Checklist to generate your selected checklist.

When the checklist is available, the system will prompt you to Open, Save, or Cancel the file. Repeat the process to generate additional checklists.

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FAQs Can I download more than one checklist? You may download multiple checklists, for various modules, in the various editions, types, and formats, but you must do so one at a time. What version of Adobe Acrobat Reader do I need to download PDF checklists? Adobe Acrobat 6.0 or higher is required. What version of Microsoft Word do I need to download Word checklists? Word 2003 or higher is required. What is the Word/XML (Windows Only) checklist format? Word/XML format is supported by Microsoft Office 2003 and 2007 for Windows. When a checklist is viewed or saved, the file will have a .doc file extension. At this time Mac users are only able to use the PDF and Excel/CSV formats. What is the Excel/CSV checklist format? CSV (Comma-Separated Values) file format is supported by all versions of Microsoft Office. When a checklist is viewed or saved, the file will have a .csv file extension. CSV format is available for editions published prior to 2010. The 2010 checklist utilizes a different file format and is compatible with Excel 2003 version or higher. What is a checklist requirement? A requirement consists of questions and notes. What is a Changes Only type of checklist? This checklist, in PDF only, displays all the edits between the previous and the new editions. It allows you to quickly see all new, deleted, altered, and repositioned items, whether involving Question, Note or References, without having to generate your own document comparison. I would like to view all the checklist modules, not just those pertaining to my laboratory. How do I do this? In the Section/Dept box, select List All Modules. In the Checklist Module box, select the module you wish to view. What is the edition date? The date the checklist edition was published. Can a checklist be generated if the JavaScript browser setting is disabled? A checklist request can be completed if the JavaScript setting is disabled; however, a visual cue will not appear while the checklist is being generated.

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Why cant I view the checklist Table of Contents in Word/XML (Windows Only) format? The macro setting must be set to the appropriate security level to view the Table of Contents. (See step 8a, above, for specific Word version settings.) How can I get help? Call CAP customer contact center at 800-323-4040, press 1, or e-mail your question to accred@cap.org. Please include a phone number with your e-mail. You'll receive a response within two working days.

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Downloading a Master Checklist for a Newly Enrolled Laboratory

This section will guide you through the process of downloading a CAP master checklist. 1. After logging in to e-LAB Solutions and completing the Select Laboratory step (see page 35), click Laboratory Accreditation in the blue bar on the left. 2. In the Laboratory Accreditation box, select Master and Custom Checklists.

The following steps will show you how to select a checklist module (e.g. Chemistry and Toxicology) and checklist format (e.g. Excel) to generate a checklist for viewing or saving.

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You may generate as many checklists as you desire, one at a time.

3. Select the Checklist Module.

4. Select the Checklist Format.

a. Word/XML (Windows Only)Editable. This is compatible with Word 2003 version or higher. At this time this format is available only in Word for Windows. Mac users are able to use the PDF and Excel formats.

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If selecting the Word/XML format, please make sure your macro security level is set appropriately. Otherwise you may not be able to view the Table of Contents. Word 2003Macro setting should be Low [Tools/Macro/Security]. Word 2007Macro setting should be Enable all macros [Word Options/Trust Center/Trust Center Settings]. Word 2003

Word 2007

b. PDFNon-editable. Compatible with Adobe Acrobat Reader 6.0 version or higher. c. ExcelEditable. Compatible with Excel 2003 version or higher.

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If you selected Excel, choose which version: Short includes the following fields: Requirement ID, Phase, and Requirement Text. Long includes the following fields: Requirement ID, Phase, Requirement Text, and Notes. (Note* The 2010 checklist edition contains new content elements, Evidence of Compliance and Subject Headers, which are included in the Excel long version)

5. Click Download Checklist to generate your selected checklist.

When the checklist is available, the system will prompt you to Open, Save, or Cancel the file. Repeat the process to generate additional checklists. Note: After CAP has received and processed your Initial Application Packet, you will have access to master checklists AND to a custom checklist that reflects your laboratorys activity menu, the specific tests your laboratory performs. Processing of Initial Application Packets usually takes five working days.

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FAQs Can I download more than one checklist? You may download multiple checklists, for various modules, in the various formats, but you must do so one at a time. What version of Adobe Acrobat Reader do I need to download PDF checklists? Adobe Acrobat 6.0 or higher is required. What version of Microsoft Word do I need to download Word checklists? Word 2003 or higher is required. What is the Word/XML (Windows Only) checklist format? Word/XML format is supported by Microsoft Office 2003 and 2007 for Windows. When a checklist is viewed or saved, the file will have a .doc file extension. At this time Mac users are only able to use the PDF and Excel formats. What is the Excel/CSV checklist format? CSV (Comma-Separated Values) file format is supported by all versions of Microsoft Office. When a checklist is viewed or saved, the file will have a .csv file extension. CSV format is available for editions published prior to 2010. The 2010 checklist utilizes a different file format and is compatible with Excel 2003 version or higher. When will I have access to a custom checklist that reflects the tests my laboratory performs? You will have access to a custom checklist after CAP has received and processed your Initial Application Packet. Processing of Initial Application Packets usually takes five working days. Can a checklist be generated if the JavaScript browser setting is disabled? A checklist request can be completed if the JavaScript setting is disabled; however, a visual cue will not appear while the checklist is being generated. Why cant I view the checklist Table of Contents in the Word/XML (Windows Only) format? The macro setting must be set to the appropriate security level to view the Table of Contents. (See step 4a, above, for specific Word version settings.) How can I get help? Call CAP customer contact center at 800-323-4040, press 1, or e-mail your question to accred@cap.org. Please include a phone number with your e-mail. You'll receive a response within two working days.

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Proficiency Testing Compliance

Participation in proficiency testing (PT) is an important component of ensuring quality laboratory testing and is used by the CAPs Laboratory Accreditation Program (LAP) to assist laboratories in maintaining continuous compliance and adherence to quality standards. Besides requiring participation in CLIA regulated analytes, the LAP requires participation in PT for many other analytes, referred to as non-regulated analytes. The following links will provide valuable information to CAP accredited laboratories on; PT requirements Definition of PT terms PT Troubleshooting Tool Boxes Other educational materials

We encourage all CAP accredited laboratories to take advantage of these resources and to let us know of any additional materials that you would like to see added. You can contact us at accred@cap.org. Definitions 2010 PT Enrollment Guide The PT Enrollment Guide has been incorporated into the Analyte/Procedure Indices of the 2010 CAP Surveys and EXCEL Catalogs. These links will take you to the appropriate sections of the Surveys and EXCEL Catalogs where the Indices begin. Surveys Catalog (LINK) EXCEL Catalog(LINK) Frequently Asked Questions Gyn Cytology Quality Monitor FAQs (GQM) (LINK) HER2 FAQs (LINK) Proficiency Testing Compliance FAQs (LINK) PT referral (LINK) Proficiency Testing Toolboxes Proficiency Testing Compliance Troubleshooting HER2 PT Failures UNDER DEVELOPMENT Troubleshooting Blood gases PT Failures UNDER DEVELOPMENT Forms Proficiency Testing Compliance Notice (PTCN)-Performance Proficiency Testing Compliance Notice (PTCN)-Non-participation Test/Activity Menu Maintenance Form (LINK)

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Competency Assessment Program

Competency Assessment User Guidehttp://www.cap.org/apps/docs/online_competency/comp_assess_guide.pdf CourseBuilder/ChecklistBuilder: http://www.cap.org/apps/docs/online_competency/CourseBuilderGuide.pdf

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