R09.06.01.02 · 任务小类

检验信息系统操作

Laboratory information system operations

Accession specimens, enter and release results with QC.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。

典型应用: LIS · SENAITE
小类 GUI 需求标签: G2 · GUI 必要

任务提案 · 20

展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。

R09.06.01.02-T01 Receive four water samples and assign pH and lead analyses in SENAITE

原始指令

SENAITE LIMS sandbox, client 'Riverbend Water District (test)'. From input/coc_0912.pdf (chain of custody), register 4 drinking-water samples with sample point, container, date sampled and sampler, assign analyses pH and Pb to each, and receive all 4 at the bench.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

SENAITE catalog query: 4 samples for the client with fields equal to the CoC, analyses {pH, Pb} each, review_state 'sample_received'. senaite.jsonapi is disabled for the agent user; the audit log must show browser-session snapshots.

建议部分得分

40% samples registered with correct fields; 30% analyses assigned; 30% received.

R09.06.01.02-T02 Accession 24 mixed-matrix samples and assign test panels by matrix

原始指令

SENAITE sandbox: input/coc_env_24.pdf lists 24 samples from 3 clients (water, soil, wastewater) with requested panels. Register them using the matching sample types and analysis profiles (Metals-W, Metals-S, Nutrients, BOD), set containers and preservation, mark 2 samples received with broken custody seals as 'received with exception' in remarks.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程
提案难度: 3 / 5

建议验证方式

Catalog export of 24 samples vs gold (client, sample type, profile, container, preservation, date sampled); 2 seeded samples have the exception remark; all received. API disabled; audit snapshots required.

建议部分得分

50% samples with correct type and profile; 25% containers and preservation; 25% exception remarks and receipt.

R09.06.01.02-T03 Enter worksheet results from an instrument printout and submit

原始指令

SENAITE sandbox worksheet WS-0145 holds 10 water samples for Nitrate-N and Phosphate. Transcribe results from input/autoanalyzer_printout.pdf, applying the dilution factors printed per sample, then submit the worksheet. Results flagged out of specification must keep their flag; do not edit specifications.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 3 / 5

建议验证方式

Analysis results vs gold (dilution applied, 3 significant figures); review_state 'to_be_verified' for all 20 analyses; out-of-spec flags on the 3 seeded samples; specifications unchanged. senaite.jsonapi is disabled on the sandbox and the analyst has no ZMI access, so results must be entered in the worksheet UI (checked in each analysis's audit log).

建议部分得分

60% results correct after dilution; 25% submitted; 15% specs untouched.

R09.06.01.02-T04 Run a QC worksheet with blank, control and duplicate and act on a control failure

原始指令

OpenELIS Global sandbox: create a worksheet for serum glucose with 12 patient specimens (synthetic), one reagent blank, two control levels and one duplicate. Enter results from input/glucose_run.csv. Apply input/qc_rules.pdf (Westgard 1-3s, 2-2s): if a control fails, reject the run, do not release any patient result, and log the corrective action.

平台: web · 任意系统（网页）
应用: OpenELIS Global
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 4 / 5

建议验证方式

OpenELIS DB: worksheet with correct QC positions; the seeded 1-3s control failure leads to run rejected and 0 patient results released; corrective-action note present. Any released patient result fails the task. OpenELIS REST/FHIR write endpoints are disabled for the tech account and its database is not reachable from the agent VM, so entry must go through the worksheet UI.

建议部分得分

25% worksheet layout incl. QC; 25% results entered; 50% correct reject decision with no releases.

R09.06.01.02-T05 Second-analyst verification: verify, retract one result, and publish a COA

原始指令

SENAITE sandbox, logged in as a second analyst (four-eyes rule on). Review the 8 submitted results on sample RW-0331..0338: verify the correct ones; retract the Pb result on RW-0336 whose dilution factor disagrees with input/bench_sheet.pdf and enter the retest; then publish the certificate of analysis for the samples that are fully verified.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆
提案难度: 3 / 5

建议验证方式

7 analyses verified; RW-0336 Pb retracted with a retest analysis carrying the corrected value; published COA PDFs exist only for fully verified samples (parsed text matches values). Verification by the submitting user is blocked by the four-eyes setting.

建议部分得分

30% verifications; 35% retraction and corrected retest; 35% COAs published for the right samples only.

R09.06.01.02-T06 Run a full clinical bench day from requisitions to released results

原始指令

OpenELIS Global sandbox. Accession 15 synthetic patient specimens from input/requisitions/ (scanned forms), import chemistry results from input/analyzer_c311.csv, enter manual urinalysis results, review delta-check and critical-value flags, document a callback for each critical value with read-back, then release all results that pass QC.

平台: web · 任意系统（网页）
应用: OpenELIS Global
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击 vis · 视觉判断 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

15 orders with correct patient/test mapping; results vs gold (100%); 2 seeded critical values each have a callback note with recipient, time and read-back flag; 1 delta-check failure held, not released; all others released. REST/FHIR write endpoints are disabled and the database is not reachable from the agent VM; the audit trail must show UI entry.

建议部分得分

25% accessioning; 30% results; 25% critical callbacks; 20% correct release/hold set.

R09.06.01.02-T07 Reject a mislabeled specimen and record the reason

原始指令

OpenELIS Global sandbox: specimen accession 26-004417 arrived with a tube label name that does not match its requisition (see input/label_photo.jpg and input/req_004417.pdf). Per input/acceptance_criteria.pdf, reject the specimen with reason 'Labeling discrepancy', cancel its tests and add a note requesting recollection.

平台: web · 任意系统（网页）
应用: OpenELIS Global
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 vis · 视觉判断 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 1 / 5

建议验证方式

Sample status rejected with the gold reason code; all ordered tests cancelled; note contains 'recollect'; no results attached. OpenELIS REST/FHIR write endpoints are disabled for the account and the database is not reachable from the agent VM; UI audit entries required.

建议部分得分

50% rejected with right reason; 30% tests cancelled; 20% recollection note.

R09.06.01.02-T08 Configure a calculated hardness analysis with sample-type specifications

原始指令

SENAITE sandbox: add analysis service 'Total Hardness' (keyword HARD, unit mg/L as CaCO3) with calculation 2.497*[Ca] + 4.118*[Mg], dependent on existing Ca and Mg services, precision 1 decimal, and add a specification for sample type 'Drinking Water' with warn range 60-120 and max 180. Add it to analysis profile Metals-W.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Setup catalog: service HARD exists with formula, dependencies, unit and precision as specified; specification and profile membership exact; a grader-created test sample with Ca=40, Mg=12 yields HARD = 149.3. senaite.jsonapi is disabled and ZMI/Python script access is denied to the lab-manager account, so setup must be done in the SENAITE Setup UI.

建议部分得分

40% service and calculation; 30% specification; 15% profile; 15% test sample computes correctly.

R09.06.01.02-T09 Configure analyte limits and re-flag pending results in LabWare

原始指令

LabWare LIMS training instance: a new regulatory notice input/limits_2026.pdf changes the action limits for 5 analytes in product spec 'FINISHED-WATER'. Create a new spec version effective 2026-10-01, retire the old one for new samples only, and re-evaluate the 12 pending samples received after that date so their out-of-spec flags reflect the new limits.

平台: win · Windows
应用: LabWare LIMS
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

Spec table: new version with 5 limits exact and effective date; old version unchanged and still linked to pre-10-01 samples; 12 pending samples re-evaluated with flags equal to gold. The training instance exposes no web services, and LIMS Basic and SQL console access are denied to the agent role, so spec changes must be made in the LabWare GUI.

建议部分得分

35% new spec version; 20% old version preserved; 45% re-evaluated flags correct.

R09.06.01.02-T10 Create preservation partitions and route them to departments

原始指令

SENAITE sandbox: wastewater sample WW-0920 was received as one bulk container. Create 3 partitions (unpreserved for BOD, H2SO4 for nutrients, HNO3 for metals) with the right container types, move each analysis to its partition, and confirm each partition appears in its department's worklist.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

WW-0920 has 3 partitions with gold container/preservation; every analysis is on the correct partition and none remains on the primary; worksheet-assignable lists per department contain the right partition. senaite.jsonapi is disabled and ZMI access is denied, so partitions must be created with the sample's Partition form (audit log checked).

建议部分得分

40% partitions created; 40% analyses moved correctly; 20% department routing.

R09.06.01.02-T11 Import an ICP-MS results file and reconcile unmatched sample IDs

原始指令

SENAITE sandbox worksheet WS-0150 (20 samples, metals). Import input/icpms_export.csv through the worksheet's instrument import tool (Agilent ICP-MS interface). Two rows use sample IDs with a transposed digit; match them to the right samples by bench sheet input/ws0150_bench.pdf and enter their values manually. Mark the run's failed CCV so affected results are not submitted.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP02 · 记录 / 表格
条件: multiapp · 多应用
提案难度: 4 / 5

建议验证方式

Results vs gold for all 20 samples x 6 metals; the 2 transposed IDs resolved to the right samples; analyses bracketed by the failed CCV remain unsubmitted with a remark; others submitted. senaite.jsonapi is disabled for the analyst account; the import log must show the worksheet GUI import action.

建议部分得分

35% import applied; 25% two mismatches resolved; 40% CCV-bracketed results held.

R09.06.01.02-T12 Correct a post-release sample swap with an amended report

原始指令

SENAITE sandbox: samples RW-0410 and RW-0411 were published yesterday, but input/swap_memo.pdf shows their bottles were swapped at login. Use the invalidation workflow to invalidate both, create the retests with values swapped back, re-verify through the four-eyes step (second analyst account provided), and publish amended COAs marked as amendments.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆 hidden · 隐藏 / 过期状态
提案难度: 5 / 5

建议验证方式

Originals in state 'invalid' (not deleted); retests linked with corrected values; verified by the second account; amended COAs contain 'Amended' and reference the original COA numbers; audit log shows both invalidations.

建议部分得分

30% invalidation of both; 30% retests with corrected values; 20% verification; 20% amended COAs.

R09.06.01.02-T13 Review a Levey-Jennings chart and log Westgard violations

原始指令

LabWare LIMS training instance: open the QC chart for control lot GLU-L2 (last 30 runs). Identify every Westgard rule violation (1-3s, 2-2s, R-4s, 10x) by run number, record each in the QC event log with the rule name and corrective action from input/qc_sop.pdf, and set the instrument status to 'Out of control' if the latest run violates a rejection rule.

平台: win · Windows
应用: LabWare LIMS
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G3 · 仅 GUI
交互原语: vis · 视觉判断 click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

QC event log rows vs gold set of (run, rule) pairs, F1 >= 0.9; corrective-action codes per SOP; instrument status matches gold. Raw QC values are only visible through the chart and run grid in the training UI.

建议部分得分

60% violations F1; 20% corrective actions; 20% instrument status.

R09.06.01.02-T14 Export samples above the lead action level for one client

原始指令

SENAITE sandbox: list every sample from client 'Riverbend Water District (test)' received in September 2026 whose verified Pb result exceeds 15 ug/L. Export them via the samples listing to output/pb_exceedances.csv with sample ID, sample point, date sampled and Pb value.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动 type · 文字与表单
工作产物: WP12 · 答案 / 决策
条件: 未声明
提案难度: 2 / 5

建议验证方式

CSV rows equal the 6 gold samples (set equality) with values exact; unverified results excluded. senaite.jsonapi is disabled and the database is not reachable from the agent VM, so sample data are available only through the browser samples listing.

建议部分得分

70% correct sample set; 30% columns and values.

R09.06.01.02-T15 Enter a urine culture with organism ID and susceptibility panel

原始指令

Epic Beaker training environment, microbiology. Culture specimen M26-1188 (synthetic patient): enter the preliminary report (>100,000 CFU/mL gram-negative rods), then the final organism ID (E. coli) and a 12-drug MIC panel from input/vitek_printout.pdf with S/I/R interpretations per input/breakpoints.pdf, suppress the two drugs the cascade-reporting rule hides, and finalize.

平台: win · Windows
应用: Epic Beaker (training)
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G3 · 仅 GUI
交互原语: type · 文字与表单 click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

Training export: preliminary report then final in correct order; organism code; 12 MIC values and interpretations exact; 2 suppressed drugs hidden from the patient report; status Final. Beaker is reachable only through the Citrix client, and the training account has no HL7 or FHIR interface access.

建议部分得分

20% preliminary; 50% MICs and interpretations; 15% cascade suppression; 15% finalized.

R09.06.01.02-T16 Update age-banded reference ranges and re-flag pending results

原始指令

OpenELIS Global sandbox: the alkaline phosphatase reagent changed; input/alp_insert.pdf gives new reference ranges for 6 pediatric and 2 adult age/sex bands. Update the test's normal ranges effective today, then re-evaluate the 9 pending ALP results so their H/L flags use the new ranges. Do not change released results.

平台: web · 任意系统（网页）
应用: OpenELIS Global
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Range table vs gold for 8 bands; 9 pending results have flags equal to gold; released results and their flags unchanged (checksum). OpenELIS REST/FHIR write endpoints are disabled and the database is not reachable from the agent VM, so ranges must be edited in the Test Management UI.

建议部分得分

50% ranges exact; 35% pending flags; 15% released untouched.

R09.06.01.02-T17 Process a proficiency-testing event in the LIS and the PT provider portal

原始指令

Five PT samples (event CHEM-B-2026) arrived. In OpenELIS Global accession them like patient specimens with the PT flag, enter results from input/pt_run.csv, then transcribe results with method and instrument codes into the sandbox PT provider portal (browser) and save its confirmation PDF. Results must not be compared with other labs before submission.

平台: web · 任意系统（网页）
应用: OpenELIS Global · PT provider portal (sandbox)
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: multiapp · 多应用 long · 长流程 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

OpenELIS: 5 PT-flagged samples with gold results; portal DB: 5 x 8 analyte results, method and instrument codes exact, submission confirmed; output/pt_confirmation.pdf present. Portal has no API; LIS API disabled.

建议部分得分

30% LIS accessioning and results; 50% portal entries with codes; 20% confirmation saved.

R09.06.01.02-T18 Add an on-request test to a received specimen within its stability window

原始指令

OpenELIS Global sandbox: a test physician phoned to add Magnesium to specimen 26-004520 and Lipase to specimen 26-004533. Check collection times against input/stability_table.pdf; add the test where the specimen is still within stability, and for the other record a rejection of the add-on with reason 'Exceeds stability' and request a new collection.

平台: web · 任意系统（网页）
应用: OpenELIS Global
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Exactly one add-on test created on the in-stability specimen; the other has a rejection note with gold reason and a recollection request; no other orders changed. OpenELIS REST/FHIR write endpoints are disabled for the account and the database is not reachable from the agent VM, so the add-on must be entered in the order UI.

建议部分得分

40% correct stability decision; 35% add-on created; 25% rejection documented.

R09.06.01.02-T19 Register the same four water samples through the SENAITE JSON API (control)

原始指令

Control pair of T01. On a fresh SENAITE sandbox with senaite.jsonapi enabled and credentials in env SENAITE_USER/SENAITE_PASS, create the 4 samples from input/coc_0912.csv with analyses pH and Pb and transition them to received.

平台: lin · Linux
应用: SENAITE JSON API · Python
交互表面: api · API / SDK term · 终端
GUI 需求 · 任务设定: AP · API 足够
GUI 需求 · 普通权限: AP · API 足够
交互原语: code · 代码与命令
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Same catalog check as T01 (fields, analyses, review_state). Used to measure the GUI-vs-API gap on identical content.

建议部分得分

40% samples created; 30% analyses; 30% received.

R09.06.01.02-T20 Store twelve aliquots in a freezer box grid and record the chain of custody

原始指令

SENAITE sandbox with the storage add-on: aliquots of sample BIO-0077 (A01..A12) must go into freezer F2, rack R3, box B3 positions A1..A12 in order, except that A7 is cracked: record it as discarded with reason. Then move box B3 to rack R4 and confirm the location history shows both moves.

平台: web · 任意系统（网页）
应用: SENAITE
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 drag · 拖放 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 4 / 5

建议验证方式

Storage catalog: 11 aliquots at exact positions in B3 (A7 position empty), A7 discarded with reason; B3 parent = R4; location history contains both moves. API disabled; audit snapshots required.

建议部分得分

50% positions exact; 20% discard recorded; 30% box move and history.

已有研究映射

当前映射未给此小类指定基准参考。

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