Transcript PowerPoint Presentation - KPMD (IT Solutions) Ltd

KPMD (IT Solutions) Ltd
Blades Enterprise Centre, Bramall Lane, Sheffield S2 4SU, United Kingdom
telephone: +44 (0)114 292 2292 fax: +44 (0)870 705 2655
email: [email protected]
www.kpmd.co.uk
Software for external quality assessment and proficiency testing
organisers.
Title Page
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Version 2.0
System Overview
Office system: multi-user with
MS Access or SQL Server
database: modules for Lab
(Participant) Management, To
Do Items and Distribution
Management.
Some
participants still
rely on paperbased results
data entry and
reports.
Data synchronised between
office database and website
database using web services.
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Website for participants using
Active Server Pages with MS
Access or SQL Server
Database. Javascript for clientside validation.
Internet access for participants
for data entry and reports
(Acrobat PDF files).
Samples sent to participants.
Login Screen
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Office based system written using Microsoft Visual basic .Net using a SQL Server or Access database.
This system runs on PCs using Microsoft Windows connected together over a local or wide area
network.
Individual user login for
administrator or ordinary user
level access. Other security
levels can be built in, along
with Audit Trails as required.
Easy searching
on name etc
Participant / Laboratory List
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After logging in, the opening screen displays all participants.
Filter displayed records
Search options
Double-click to view lab
records
Lab – Main Details Tab
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Double-clicking displays a participant’s details. Various Tabs across the top of the form displays different details.
Main details:
main contact,
main address,
courier,
distributor,
currency etc
Membership
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Lab – Contacts Tab
Multiple contacts:
Finance contact,
manager,
Technical contact,
quality manager etc
Lab – Finance / Registration Details Tab
Multiple registration
forms
Multiple invoices /
invoice request forms
(for Finance Dept)
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Lab – Correspondence Tab
Out-going
correspondence
generated using Word
with Word templates
and mail merge.
Documents stored
centrally for future
reference.
In-coming
correspondence
scanned and stored
centrally as image.
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Lab – Queries Tab
Multiple queries:
complaints, requests
for extra samples,
unsatisfactory
performance, follow-up,
appeals etc
Query details
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Lab – Queries / Actions Tab
Multiple actions for
each query: eg letter,
visit, phone call,
investigation etc
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Lab – Cohorts Tab
For grouping labs / participants into informal
groups for reporting purposes
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Lab – Meetings Tab
Recording attendance of labs /
participants at annual
conferences, seminars, training
courses, meetings etc
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Administration – Lookup Maintenance
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From the Main Participant List form, an administrator can maintain the various look-up tables.
Maintain system data eg
system users, distributors,
currencies, programme prices
etc
Administration – Web Services
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Web Services are used to transfer data from the office system to the website and vice versa.
Update website database using
Web Services
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Reports
Various reports generated
using Crystal Reports (enabling
export to Word, Excel and
Acrobat PDF format) or mail
merge using Word and Word
templates
Batch Processes
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To automate the registration process, batch registration/invoices creates all the necessary forms.
For batch registration forms
and batch invoices / invoice
requests
To Do List
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The To-Do functionality can be used to record participants’ questions, handle complaints, document requests from
participants (eg for extra samples), set reminders, etc.
Multiple actions generated
from queries
To Do List – Action Details
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Distribution List
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The main screen in the
Distribution module is
the list of distributions.
This can be filtered by
Scheme (Test /
Programme), or by
dates.
Filter on Programme,
dates etc
List of distributions
Double clicking on a
specific distribution
(row) loads the
Distribution Details
form.
Distribution Details
Summary data
Distribution details
Sample details
Audit trail / key
milestones
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Distribution – Main Functions
Main Distribution functions:
synchronising data with
website database using web
services,
emailing labs about new
distribution and reports
availability,
results entry,
producing statistics.
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Distribution – Results Data Entry
Example data entry
form:
designed to match
current forms,
quantitative,
qualitative and
interpretive results,
drop-down comboboxes to select lookup data for methods,
machines, techniques
etc,
mark data input as
complete,
acceptable late return
marker,
exclude sample
marker,
Comments for
recording reasons for
late return, sample
exclusion etc,
additional data eg
reagent lot number,
sample received date,
test date etc.
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Distribution – Reports
Reports:
cover sheets to
accompany samples,
data entry forms,
labels for samples and
paper reports (for nonweb users),
picking lists for
bagging samples,
distribution progress
report,
distribution results /
reports for labs /
participants.
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Distribution Administration
Lookup Maintenance
Maintenance of sample
data (as required)
Also methods,
manufacturers,
machines, techniques,
units etc.
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From the Main
Distribution List form,
an administrator can
maintain the various
look-up tables which
are related to
distributions.
This normally includes
Sample data and can
include elements of
stock control as well as
the management of
reference materials if
this is applicable.
Distribution Administration
Method Example
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Example of Method maintenance where methods can
be used across different schemes / programmes
Participant Report Example 1
Participant’s results
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Distribution Reports can
take many formats
ranging from simple
tabular presentation of
results to multiple
graphical
representations.
PT Organisers often like
to present results based
on different methods, or
instruments for
comparison purposes.
We will replicate your
reports in whatever
format is required.
Participant Report Example 2
A mix of tabular data
and graphical
representation
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Participant Report Example 3
Various graph types
available, usually with
a ‘pointer’ to indicate
the participant’s own
result, ‘Your Result’.
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Website Login
Website designed to match client’s
corporate image with colours, logo,
fonts, images etc.
Three elements for
participants to log in
for added security and
to allow individuals
within a laboratory to
have their own login
for audit purposes.
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Website Programme Selection
Scheme selection using dropdown combo box to display list
of distributions. Click a row for
data entry form and report.
Status of each
distribution shown.
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Website Result Data Entry
Screen designed to
match paper data
entry forms if
necessary.
Qualitative, quantitative and interpretive result
with validation where required.
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Buttons to save data, mark it complete (after which it
cannot be changed), and download report (when
available).
Print a blank
results form
for data entry.
Drop-down combo boxes for methods, units,
machines, techniques etc, with validation of
acceptable combinations if required.
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Website Participant Registration 1
Some of our clients now use online registration.
Existing Participants can login and accept or change
their existing registration data. New participants
select the tests they wish to subscribe to, and if
applicable, choose methods, machines etc that they
will be using.
Website Participant Registration 2
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Existing Participants confirm or change their existing
contact details. Participants can have as many
contacts as required, default, report, quality manager,
finance etc.