ADM Resource Guide

Atellica® Data Manager
Resource Guide
Atellica Data Manager –
Table of Contents
System Overview 3
Sample Management 13
Results Management 17
Quality Control Management 26
Troubleshooting 46
Customizing 48
T19001.007
Effective Date 3/14/2023 2
Atellica Data Manager System Overview
Atellica Data Manager (Atellica DM) Log In

and Log Out
Log In:
1. Select the Atellica DM desktop icon or locate
the program from the Windows Apps screen
2. Enter your Name and Password
3. Select Next
4. Current user name is displayed in the Status bar
Log Out:
1. Select the Sign Out icon or select the X in the
upper right corner of the system
2. Select Exit
Note: If you do not interact with the system within the 15-minute
timeout period, your session expires and you must log back in.
System 3
Overview
Atellica DM Software Overview
1. Command bar
1
• Navigate, perform and manage
laboratory activities
2. Workspace
• Contains task buttons and displays
sample and system information
2
3. Status bar
• Reports current system information
and has selectable icons for quick
access to system functions
System 4
Overview
Command Bar Overview

2 3 4 5 6
The Command bar provides access to system functions and 1

information for performing and managing laboratory activities.
4. Review and Edit
1. Menu • Enables operators to review, edit and disposition test results
• Provides access to additional menus and screens from connected systems
2. Home 5. QC
• Displays graphical data on samples and alerts, shortcuts to • Enables operators to view and act on the control and
other screens within Atellica DM, task wizards and operator- patient-based QC data collected from all connected
defined sample counters instruments
3. Sample Query Browser 6. Utilities
• Enables operators to view sample information on a single • Provides an additional workspace for viewing and performing
sample or multiple groups of samples system management and configuration related information
and activities selected from the Menu icon
System 5
Overview
Status Bar Overview 1 2 3 4 5 6
The Status bar contains current system information and icons

for quick access to functions.
1. Help 5. Lock
• Displays the Operator’s Guide in PDF format • Locks the operator out of the application. The current session
2. Print remains active
• Prints the workstation screen 6. ID of the active operator
3. Quick Find 7. Dashboard
• Searches for an item on the current screen • Launches the Atellica DM Watchdog Dashboard
4. Sign Out
• Signs the operator out of the system
8. Current date and time
System 6
Overview
Home Tab Overview
1. STAT Samples and All Samples charts 1

• Doughnut charts displaying counts of STAT Samples
and All Samples grouped by their sample status
2
• Select a portion of the chart, its label or chart
legend to open details for that group of samples in
either Sample Query Browser or Review and Edit
2. QC Alerts chart
• Doughnut chart displaying operator-defined QC
alert counts grouped by an alert severity of low,
medium or high
• Select a portion of the chart, its label or chart
legend to open details for the selected group of
alerts in the Alerts tab in QC
System 7
Overview
Home Tab Overview (continued)
3. Shortcuts
• Provides quick access to tabs and functions
• Operator-defined and configurable 3
4. My Counters
• Icons displaying operator-defined sample
counts
• Thresholds can be set for My counters.
When a sample count exceeds its threshold
the Home tab turns red and the relevant 4
counter is flagged
5
5. Wizards
• Launches pre-defined and operator-
defined tasks and applications
Note: See pages 52-56 for complete instructions on how to add My Counters, Shortcuts and Wizards.
System 8
Overview
Home Tab Overview (continued)

7 8
6. Edit Counters
• Provides access to configuration settings for
STAT Samples and All Samples charts and My
Counters
7. Time Period
• Displays the time period STAT Samples and All
Samples charts cover 6
8. Refresh Time Interval
• Displays the refresh time interval for all charts
and counters
System 9
Overview
My Counters Thresholds
Atellica DM alerts the operator when a sample count exceeds its

threshold. The Home tab turns red and the relevant
counter displays
Acknowledging the alert causes the Command bar Home icon to

change from to
Note: Clicking on a counter to open the corresponding query

acknowledges an alert.
When the counter drops below the alert threshold value, Atellica
DM removes from both the Command bar and the counter
Note: The alert status of the Home icon reflects the highest severity of
all counters. The Home icon will remain red until all alerting counters
are acknowledged. The Home icon will display the red triangle until all
alerting counters are equal to or less than alert thresholds.
System 10
Overview
Highlighting and Selecting Records To select a single record:

• Select the checkbox for the record
To highlight a single record:
• Select within the table the row for the record then press the spacebar on
• Select within the table the row for the record your keyboard
• Select the record by selecting the checkbox for the record
To select or deselect multiple records:
To highlight multiple records: • Highlight the records and press the spacebar on your keyboard
• Highlight a record and drag the mouse across the appropriate range of • This inverts the previous selection for the record(s)
records
• Select Ctrl + A to select all records
• Highlight a record and use the Shift and up/down arrows on your
• Select Ctrl + N to deselect all records
keyboard
• Select the checkbox in the column header to select or deselect all records
• Hold the Ctrl key and select records to add to the highlighted set
• Select Select First to Current or Select Current to Last
Note: When operators highlight 1 or more records and select a function or
context menu option, it applies to only the first highlighted record. For Note: When operators select 1 or more records and select a function, it applies to all
example, selecting delete will delete only the first highlighted record in a set. of the selected records. For example, selecting delete will delete all selected records.
System 11
Overview
Locating Browser Records
To locate a record by typing, perform the following: To locate a record by searching, if applicable, perform the following:
1. Sort the table by the column to be searched, if applicable 1. Enter the search term in the search field
2. Type the first characters of the search term 2. Select Enter on your keyboard
To locate a record using the find function, perform the following:

1. Select Ctrl + F on your keyboard
2. Enter the appropriate search value
3. Select Find
System 12
Overview
Atellica Data Manager Sample Management
2
Sample Query Browser Features 3
1. : opens another sample query in an adjacent tab

2. : closes a sample query
1
3. : opens the search criteria for the currently 4
displayed Samples list in the Sample Query window
4. : configure which columns display and hide
5. The Samples List: 5
• Displays a list of samples based on the search
criteria entered in the Sample Query window
• Double click on a record in the Samples list to
display Order Details for that sample
6. Navigation buttons: navigate samples in the Sample
list 6
• The up and down arrows on your keyboard can
also be utilized to navigate samples
Sample 13
Management
Status Definitions
The status of a sample will reflect the lowest (earliest) status of a test request within the sample.
Status Definition
Pending (PND) Created and downloaded from the LIS
Rerun (RRN) Rerun automatically or manually
Scheduled (SCH) Test request have been downloaded to the instrument
Review (REV) Test result needs to be manually reviewed
Validated (VAL) Request is validated by the operator or automatic validation
Upload (UPL) Uploaded to the LIS
Omitted (OMT) Omitted test and will not be uploaded to the LIS
Sample 14
Management
Sample Search using Sample Query

1
1. From the Command bar, select Sample Query
Browser
2. Enter or select the appropriate parameters to narrow
the search 2
3. Select OK
• Selecting OK without entering any Sample Query
information displays all samples in the database;
not recommended
• Selecting Cancel closes the Sample Query window
only if an active query session is in progress
4. Sample list displays executed query
5. Double click on a record in the samples list to open
the Order Entry window that provides additional 3
order details
Sample 15
Management
Create Patient Orders
1. In Sample Query Browser, select New

2 1
2. Enter Order Entry information 3 5
• Sample ID, Requesting LIS and Requests are 4
the only required fields
3. Select a priority option from the dropdown list
4. Enter the Collection D/T
5. To enter Requests:
• Type in tests by entering the code or
mnemonic, separated by commas (no extra
spaces). Select Enter on your keyboard
• Select tests from a list by double clicking the 6
Requests field and selecting from the
Requestables window. Select Select
Note: When entering requests, ensure tests selected from the Requestables window are the same
6. Select OK sample type.
Sample 16
Management
Atellica Data Manager Results Management
Review and Edit Features
1. Information and warnings area:

• Operator name and time: if an operator views a sample 1
opened by another operator in the Review and Edit tab or
Diff pad, Atellica DM displays the operator that is currently
viewing the sample and since when
• Sample document: indicates the sample has associated
documents
• Sample flag: indicates that at least one request for the sample
has a result flag. View associated flags in the Details panel
• Sample warning: indicates the sample is marked for
deletion
• iExpert button: displays any rules samples may trigger and • Custom functions button: provides single-select access to custom
provides access to suggested actions based on the triggered functions operators can apply to the current sample, if applicable
rules
Results 17
Management
Review and Edit Features (continued)
2. Sample and patient details

4
3. Request Options slide-out panel: apply additional
filter criteria to the sample query results set
4. Details slide-out panel: collapsible content 3 2
sections that display additional sample and test
information including Images, Result comments
and Flags
5. Request browser: displays test requests for a
5
given sample in the results set, grouped in tabs by
test group
Results 18
Management
Sample Search using Review and Edit
1. From the Command bar, select Review and Edit

1
2. Enter the appropriate parameters to narrow the
search
• Status is preselected as Review 2
3. Select OK to apply the query and display the
Review and Edit window
Note: Double click on a test line to open the

Request window displaying test and 3
sample information and result details.
Results 19
Management
Review and Edit Request Browser Overview
• : indicates selected items

• Test: requested test
• Sts: status of the request
• Current: current result value
• Yellow background: absolute value of accumulated
severities are equal to 1
• Orange background: absolute value of accumulated
severities are equal to 2
• Red background: absolute value of accumulated
severities greater than or equal to 3 OR when the
patient result generates a Type error, which occurs
when the patient result cannot be converted to the
Note: The Current column background colors (yellow, orange and red) are default
datatype of the corresponding test
colors. To customize severity colors navigate to Menu > System Management >
• Unit: unit of the current result Customize > Severity colors configuration.
Results 20
Management

(continued)
• Norm: normal range of acceptable values

• Current D/T: date and time of the current result value
• F: a checkmark indicates that a flag is available. Expanded
text associated with the flag is displayed in the Flags area
in the Details slide-out panel
• Previous Run: previous run result value
• Previous D/T: date and time of the previous run for this
request
• NS: normal severity value indicating the degree to which a
result is out of the normal range
• DS: delta norm severity value indicating the failure of a
delta check
Results 21
Management

(continued)
• QS: QC severity value indicating the violation of QC rules

• IS: instrument severity value indicating the presence of an
instrument flag
• Yellow background: severity value is equal to 1. Slightly
outside the normal range; not critical (previously green
in CentraLink™ Data Management System)
• Orange background: severity value is equal to 2.
Moderately outside the normal range; not critical
(previously yellow in CentraLink Data Management
System)
• Red background: severity value is greater than or equal
Note: The IS column background colors (yellow, orange and red) are default colors. To
to 3 indicating severe severity outside of normal range;
customize severity colors navigate to Menu > System Management >
critical Customize > Severity colors configuration.
Results 22
Management

(continued)
• Instrument: instrument delivering the current result or

the target instrument
• TAT: turnaround time
• Select: enables operators to select results by status for
quicker dispositioning
• Edit Mode: enter or update result values for requests
directly from the Current column
• Scroll/Validate: scroll through then validate all selected
requests
• Operators can only validate tests in Review status
• Rerun, Rerun All: submit selected tests or all displayed
tests for repeat processing and change the status of the
tests from Review to Rerun
Results 23
Management

(continued)
• Revert: revert all selected requests to the result of the

previous run
• Operators can only revert samples in Review status
that have previous results
• Diff pad: opens the Diff pad window for the current
sample
• View Previous: view previous samples of the patient or
previous runs of the sample
• Upload All: upload all visible tests in Validated status to
the LIS
• Counter: a dynamic sample count that displays the
number of samples that meet the selection criteria
Results 24
Management
Disposition Test Results and Samples

4. To view previous patient samples or previous sample runs:
1. To validate results: i. Select the appropriate test(s) by selecting the test checkbox(es) or
i. Scroll through the test requests list until the Scroll button selecting an option from the Select dropdown list
becomes the Validate button OR select the appropriate test(s) ii. Select View Previous
by selecting the test checkbox(es) or selecting an option from iii. Select Previous Patient Data OR Previous Run Data
the Select dropdown list iv. If viewing Previous Run Data, select an option from the Run List
ii. Select Validate dropdown
2. To repeat or revert test results: v. Select OK
i. Select the appropriate test(s) by selecting the test checkbox(es) 5. To omit a test result:
or selecting an option from the Select dropdown list i. Select the appropriate test
ii. Select Rerun, Revert or Rerun All ii. Right click and select Omit
3. To upload test results: iii. From the Omit window, enter a comment into the Note field to
i. Ensure that at least one test result is in Validated status record the reason the test was omitted
ii. Select Upload All iv. Select OK
• An LIS can un-omit a test
Results 25
Management
Atellica Data Manager Quality Control Management
QC Results Tab Overview
Key Areas:
1. Filter slide-out panel: enables operators to 5
define filter criteria for the QC results the
1
system displays in the browser
2. Browser: displays QC results in a tabular format
3. Statistics
4. Button bar: displays result details and the 2
Levey-Jennings graph, and omitting, adding
comments and resetting severity for results
5. Details slide-out panel: displays collapsible
content sections on Comments, Flags and User 3 4
Actions
Quality 26
Control
Management
View QC Results
1. From the Command bar, select QC 1

2. Select the Results tab 2
3. Select to expand the Filter slide-out panel
4. Enter parameters to narrow the search
5. Select Apply
Quality 27
Control
Management
QC Results Browser Overview • MS: assay severity of the QC result

• Background color: No color when MS is O, Yellow if MS is 1,
• Test: test associated with the QC result Orange if MS is 2 and Red if MS is 3 or greater
• Background color of the Test column reflects the current status of the • WS: Westgard severity value
assay • IS: instrument severity
• Instrument: instrument associated with the QC result • CS: choice severity
• Background color of the Instrument column reflects the current status • C: checkmark appears when a result has associated comments displayed in
of the assay the Details panels
• Lot/Species: lot number or the species name • F: checkmark appears for QC results with flags displayed in the Details
• Assessed: date and time the instrument assessed the result panel
• String value: string representation of the result value • GH: indicates whether any assays of tests, other than the one the current
• Background color of the String value cell will be red when the QC QC result directly reflects on, have had their severity set by the current QC
severity of the associated assay is at or above its QC severity limit result
• Unit: unit as defined in the test
Quality 28
Control
Management
Color Display in the QC Results Browser
The colored graph columns display the portion of the

value relative to its population reference value and
reference deviation.
Colored zones represent the following number of

standard deviations:
• Gray: between -1SD and 1SD
• Green: between -1SD and -2SD or 1SD and 2SD
• Yellow: between -2SD and -3SD or 2SD and 3SD
• Red: more than -3SD or 3SD
Quality 29
Control
Management
Color Display in the QC Results Browser

(continued)
Values within the graph columns display as one of the

following:
• Arrow: outliers further than 4SD from reference
• Dot: QC results within the 4SD range
• Solid: non-omitted QC results
• Outlined: omitted QC results
Tests with an Enumerated control data type display the

following in the graph columns:
• A bullet point in the 0 column when the result choice
severity is 0
• A left arrow in the -3 column and a right arrow in the +3
column when the result choice severity is not 0
Quality 30
Control
Management
QC Alerts
QC alerts trigger when the QC severity of an assay is of equal

or higher value than the value operators specify for the QC
severity limit for alerts.
Operators can define a QC severity limit that prompts an alert

for each test on a system, and designate the severity of the
corresponding alert as low, medium, or high:
• High severity alerts display as red in the QC Alerts tab
• Medium severity alerts display as orange in the QC
Alerts tab
• Low severity alerts display as yellow in the QC Alerts tab
Quality 31
Control
Management
Reset QC Severity
After the assay QC severity of a given QC result exceeds

the assay QC severity limit, the Test, Instrument, and 1
String value columns of all subsequent QC results
remain red until the QC problem is addressed and 2
operators perform the Reset Severity function.
1. Select the QC Alerts tab OR from the Home tab,

select a portion of the QC Alerts doughnut chart to
open the QC Alerts tab
2. Select the QC result associated with the assay that
needs resetting
• Operators can reset the severity of multiple
assays by selecting multiple QC results
*Procedure is continued on the next slide

Quality 32
Control
Management
Reset QC Severity (continued)
3. Select Reset Severity

4. Select the Enable Test After Reset checkbox, if
appropriate
5. Enter a comment
6. Select OK 4
7. Select F5 on your keyboard to refresh the window
to display the reset severity change, if appropriate
5
6
3
Quality 33
Control
Management
QC Graph Tab Overview
1. QC Populations Panel
• : indicates if the QC population or group
should be shown on the graph
• : enable and disables the display of a trend
line on the graph for the QC population or
group
• : enables operators to edit the QC
population or group
• : removes the QC population or group
• Color: the QC population color border matches
the color of the line on the graph
Quality 34
Control
Management
QC Graph Tab Overview (continued)
2. Levey-Jennings Graph
a. Time line slider: enables operators to narrow
the date range
b. Statistics: dynamically reflect the data the
graph displays
c. Legend: indicates which population operators
d
are viewing
d. Color-coordinated graph area
• Green band: lies between +/- 2 standard
deviation (SD) of the reference value
• Yellow band: lies between 2 to 3 SD and -2 a
to -3 SD of the reference value b
• Red band: lies above 3 or below -3 SD of the
reference value c
Quality 35
Control
Management
QC Graph Tab Overview (continued)
2. Levey-Jennings Graph
e. Color-coordinated plotting characters to reflect
severity
• Green: results with a severity of zero
• Red: results with a severity not equal to
zero
• White cross marks: omitted values
• White circles with a dot: results with
e
associated comments
f. : restores the graph to the default
h
magnification
g. : displays horizontal and vertical lines to f
indicate the exact coordinates of the mouse
h. : displays or hides the dots for all QC results g
Quality 36
Control
Management
Add a Single QC Population to the QC

Graph Tab 1
2
1. From the Command bar, select QC
2. Select the Graph tab
3. Select Add
• The Add button does not allow selecting
multiple QC populations at once. Select the
Add button again to add another individual QC
population
4. Select the appropriate QC population
5. Select Select
6. Select Draw Graph
3 6
Quality 37
Control
Management
Add QC Population Groups to the QC

Graph Tab 1
2
2. Select the Graph tab
4 5
3. Select Add Group
4. Enter or double click to select a value for the Test
6
field
5. Filter the Instruments list by entering or selecting
a value for Instrument Group OR by entering an
instrument name in Search and pressing Enter on
your keyboard; if applicable
6. Select one or more instruments
7. Select Select 3 8 7
8. Select Draw Graph
Quality 38
Control
Management
Configure a QC Population Status

1
2
2. Select the QC Population Status tab
3
3. In the Filter area, select the desired filter options
4. Select Apply
5. To change the status of a QC population to active:
a. Highlight the appropriate population
b. Select Set Active 5
6. To change the status of a QC population to
inactive: 6
a. Highlight the appropriate population
b. Select Set Inactive
4
Quality 39
Control
Management
Configure a QC Population Status

(continued)
7. To change the status of a QC population to

evaluating:
a. Highlight an active population
b. Select Set Evaluating
c. Enter an Active date: and an Inactive date:, if
desired. The dates must be in the future when
entering active and inactive dates
8. To set active and inactive date and time values for
populations: 7
a. Double click on the appropriate population
b. In the Status area, enter the Active date: and 7
Inactive date:; as appropriate
c. Select OK
Quality 40
Control
Management
Enter QC Lot Information
1. From the Command bar, select the Menu icon 1

2. Navigate to Routine > Quality control > QC lots
> By name, lot number 4
3. On the Default QC Lot query window, select OK
5
• The QC Lots tab opens under the Utilities tab
4. Select New 6
5. Enter the Lot number
• The number must match the number
entered at the instrument 7
6. Enter the appropriate lot information
• The Expiration date must be later than the
Start date
7. Select OK
Quality 41
Control
Management
Set Target and Deviation
1. From the Command bar, select the Menu icon

2. Navigate to Routine > Quality control > QC populations
• The QC population query window opens under the
3
Utilities tab
3. Enter QC Lot number or double click to select a desired 4
QC Lot number
4. Select OK
5. Right click on the selected population and select Set
target 6
6. Enter the Target value and Target deviation
7. Select the Set as reference checkbox 7
8
8. Select OK
Quality 42
Control
Management
Configure Moving Average for a Method

2. Navigate to Configuration > Instruments >
Instruments
• The Instruments tab opens under the Utilities
tab
3. Right click on a desired instrument line and
select Related > Tests
4. Double click the appropriate method
5. Select the Enabled checkbox in the Moving
average area
6. Enter the Batch size, if desired
7. Select OK
Quality 43
Control
Management
Copy QC Populations
1. From the Command bar, select the Menu icon 1

2. Navigate to Routine > Quality control > QC
populations
• The QC population query window opens
5
under the Utilities tab
3. Enter or select the desired QC population
4. Select OK 5 6
5. Right click on the desired QC population and
7
select Copy to instruments
8
Quality 44
Control
Management
Copy QC Populations (continued)
6. Enter or select the desired Instrument(s):

a. Enter the appropriate instrument name in the
Search box 6
b. Select 1 or more names from the list of
Available instruments 7
c. To select, click on the right arrow icon
7. Select the appropriate values in the Optional
Fields to Copy section
8. Select OK
9. Select OK 8
Note: If you copy target data and do not copy
reference data, the system uses target data for both
target and reference data in the copied QC
population.
Quality 45
Control
Management
Atellica Data Manager Troubleshooting
Watchdog Dashboard
The Watchdog Dashboard connects to the Watchdog service.

Operators can access the Watchdog Dashboard by selecting the
Dashboard icon on the Status bar of Atellica DM or by selecting
the Dashboard icon from the desktop.
The Watchdog Dashboard icon changes color to notify

operators of watchdog related alerts or warnings while working
in the main Atellica DM application:
• Red indicates there are alerts for 1 or more watchdog items
• Yellow indicates there are warnings for 1 or more watchdog
items
The alert severity of the Dashboard icon reflects the highest

Note: The Watchdog service must be on for alerts to display in ADM. The Watchdog
alert severity within the Watchdog service. Dashboard does not need to be on for alerts to display in ADM.
Troubleshooting
46
Atellica Data Manager Troubleshooting
Watchdog Communication Tab
The Watchdog Communication tab displays the status of

translator servers, translators and services.
• The background color of the Communication tab turns red
when the system detects an issue with one of the translator
servers, translators, message queues or communication
engines
The status of communication with the connected servers and

translators displays as:
Troubleshooting
47
Atellica Data Manager Customizing
User Setup
1. Log on to Atellica DM as a System Manager

3. Navigate to System Management > Security > Users
4. Select OK
5. Select New or select Insert on your keyboard
6. Enter appropriate new user information
7. Select OK
Customizing 48
Assign a Role to a User
After adding a new user, a role must be assigned. Atellica DM has

four default roles: Guest, User, System manager and Developer.
Note: Additional roles can be defined by navigating to

Menu > System Management > Security > Roles > OK.
1. From the Users tab under the Utilities tab, select a desired
active user by highlighting a user line
2. Right click and select Related > User role assignments
Customizing 49
Assign a Role to a User (continued)
3. Select New
3
4. Double click within the Role field
5. Select an appropriate role
• To select, either double click on a role line
OR select the corresponding checkbox and
select Select
4
6. Select OK
Customizing 50
Set up a User Password
1. Log on to Atellica DM as a System Manager

3. Navigate to System Management > Security >
Users
4. Select OK
5. To select a desired active user, highlight a user line
6. Right click and select Change Password 7
8
7. Enter a new password 9
• You cannot reuse a password until it has been
changed 6 times
8. Re-enter the password in the verification field 5
9. Select OK
Customizing 51
Add My Counters
1. Select the My Counters pencil icon

• The My Counters pencil icon appears dark
blue indicating edit mode
2. Select the icon in My Counters
3. Enter a Counter name
• An Alert threshold value can also be 3
optionally entered
4
4. Select Open in Sample Browser OR Open in
1 5
Review and Edit to configure where to view
details for a counter
2
5. Select Next
Customizing 52
Add My Counters (continued)
6. Enter the Sample Query criteria

7. Select OK
8. To enable or disable the counter, click the toggle
icon
• New counters are disabled by default
9. Select the My Counters pencil icon to close the
edit mode
Customizing 53
Configure the Refresh Time Interval
1. Select in the Edit Counters panel

2. Select the Time Interval to Refresh (Minutes)
checkbox
3. Enter a time interval
4. Select Apply
Note: The Refresh Time Interval setting applies

to both My Counters and sample charts.
2 3
4
Customizing 54
Add Shortcuts
1. Select the Shortcuts pencil icon

• The Shortcuts pencil icon appears dark blue
indicating edit mode 1
2. Select the icon in Shortcuts
3. Select a tool:
a. Select the icon 3
4
b. Select a Mnemonic 5
c. Select Select
6 2
4. Enter a Shortcut label
5. Optionally, select Choose image to select an icon
for the shortcut
6. Select OK
7. Select the Shortcuts pencil icon to close the edit
mode
Customizing 55
Add Wizards
1. Select the Wizards pencil icon

• The Wizards pencil icon appears dark blue
indicating edit mode
2. Select the icon in Wizards
3. Enter the location of the wizard in Tool:
a. Select the icon 3
4
b. Select a Mnemonic 5
c. Select Select
6
4. Enter a Wizard label
5. Optionally, select Choose image to select an icon 1
for the shortcut
2
6. Select OK
7. Select the Wizards pencil icon to close the edit
mode
Customizing 56
Please note that the learning material is for training purposes only!
For the proper use of the software or hardware, please always use the Operator Manual or Instructions for Use (hereinafter collectively “Operator Manual”) issued by Siemens
Healthineers. This material is to be used as training material only and shall by no means substitute the Operator Manual. Any material used in this training will not be updated on a regular
basis and does not necessarily reflect the latest version of the software and hardware available at the time of the training.
The Operator's Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions.
Note: Some functions shown in this material are optional and might not be part of your system.
Certain products, product related claims or functionalities (hereinafter collectively “Functionality”) may not (yet) be commercially available in your country. Due to regulatory
requirements, the future availability of said Functionalities in any specific country is not guaranteed. Please contact your local Siemens Healthineers sales representative for the most
current information.
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Atellica® Data Manager

Atellica Data Manager (Atellica DM) Log In

Atellica DM Software Overview

Command Bar Overview

The Command bar provides access to system functions and 1

Status Bar Overview 1 2 3 4 5 6

The Status bar contains current system information and icons

Home Tab Overview

1. STAT Samples and All Samples charts 1

Home Tab Overview (continued)

Home Tab Overview (continued)

Atellica DM alerts the operator when a sample count exceeds its

Acknowledging the alert causes the Command bar Home icon to

Note: Clicking on a counter to open the corresponding query

Highlighting and Selecting Records To select a single record:

Locating Browser Records

To locate a record using the find function, perform the following:

1. : opens another sample query in an adjacent tab

Rerun (RRN) Rerun automatically or manually

Scheduled (SCH) Test request have been downloaded to the instrument

Review (REV) Test result needs to be manually reviewed

Validated (VAL) Request is validated by the operator or automatic validation

Upload (UPL) Uploaded to the LIS

Sample Search using Sample Query

Create Patient Orders

1. In Sample Query Browser, select New

Review and Edit Features

1. Information and warnings area:

Review and Edit Features (continued)

2. Sample and patient details

Sample Search using Review and Edit

1. From the Command bar, select Review and Edit

Note: Double click on a test line to open the

Review and Edit Request Browser Overview

• : indicates selected items

Review and Edit Request Browser Overview

• Norm: normal range of acceptable values

Review and Edit Request Browser Overview

• QS: QC severity value indicating the violation of QC rules

Review and Edit Request Browser Overview

• Instrument: instrument delivering the current result or

Review and Edit Request Browser Overview

• Revert: revert all selected requests to the result of the

Disposition Test Results and Samples

QC Results Tab Overview

1. From the Command bar, select QC 1

QC Results Browser Overview • MS: assay severity of the QC result

Color Display in the QC Results Browser

The colored graph columns display the portion of the

Colored zones represent the following number of

Color Display in the QC Results Browser

Values within the graph columns display as one of the

Tests with an Enumerated control data type display the

QC alerts trigger when the QC severity of an assay is of equal

Operators can define a QC severity limit that prompts an alert

After the assay QC severity of a given QC result exceeds

1. Select the QC Alerts tab OR from the Home tab,

*Procedure is continued on the next slide

Reset QC Severity (continued)

3. Select Reset Severity

QC Graph Tab Overview

QC Graph Tab Overview (continued)

QC Graph Tab Overview (continued)

Add a Single QC Population to the QC