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Week 2 - Notes - Lab Management

Equipment Management in Laboratories

Page 1: Equipment Responsibility

  • Laboratory Manager's Role

    • Oversee equipment management systems.

    • Ensure users are trained in operation and maintenance.

  • User Responsibility

    • Care for equipment and adhere to SOPs.

  • Importance of Maintenance

    • Ensures data consistency and reliability.

    • Impacts productivity and integrity of work.

    • Reduces budget costs by preventing premature replacements.

    • Enhances safety by identifying faulty equipment.

Maintenance Procedures

  • Develop SOPs for equipment.

  • Document repairs and maintenance.

  • Implement preventive maintenance programs.

  • Train staff on equipment use and care.

Page 2: Selecting and Acquiring Equipment

  • Criteria for Selection

    • Purpose and usage of the equipment.

    • Performance characteristics (accuracy, reproducibility).

    • Facility requirements (space, utilities).

    • Budget considerations.

    • Availability of reagents and their costs.

    • Ease of operation and language of instructions.

    • Warranty and safety considerations.

Purchasing vs. Leasing

  • Consider repair costs

  • manufacturer support such as providng information on operation and maintenance

  • Evaluate initial costs versus long-term expenses such as repairs.

  • Ensure necessary installation and training are included - negoations could be looked at to save more money.

Page 3: Installing Equipment

  • Pre-installation Checks

    • Verify physical requirements (space, utilities).

    • Confirm vendor responsibilities in writing.

  • Installation Best Practices

    • Prefer manufacturer installation for warranty compliance.

    • Ensure all parts are present and software is backed up.

    • Do not use equipment until fully installed and verified.

Page 4: Getting Equipment Ready for Service

  • Assign maintenance responsibilities.

  • Develop usage and maintenance recording systems.

  • Implement calibration and performance verification plans.

  • Schedule regular maintenance tasks.

  • Train operators specifically for equipment use.

Performance Verification

  • Evaluate new equipment against manufacturer claims.

  • Conduct parallel testing with old equipment for validation.

Page 5: Equipment Maintenance

  • Preventive Maintenance

    • Regular cleaning, adjustments, and part replacements.

    • Follow manufacturer-recommended maintenance schedules.

  • Maintenance Plan Components

    • Oversight responsibilities.

    • Written policies and procedures.

    • Record-keeping formats and logs.

Page 6: Inventory Management

  • Maintain an inventory log for all equipment.

  • Include details like make, model, purchase date, and warranty.

  • Conduct rEqegular inventory checks to assess equipment condition.

Page 7: Troubleshooting and Repair

  • Train operators to identify and troubleshoot equipment issues.

  • Follow manufacturer instructions for repairs.

  • Use backup instruments or alternative testing methods if necessary.

Page 8: Equipment Maintenance Documentation

  • Essential for quality management.

  • Each major piece of equipment should have a dedicated maintenance document.

  • Include maintenance schedules, function checks, and troubleshooting guides.

Page 9: Process Control

  • Ensures accurate and reliable testing.

  • Validates technician performance and environmental conditions.

Page 10: Sample Management

  • Quality of samples directly impacts test results.

  • Laboratories must ensure samples meet testing requirements.

Page 11: Laboratory Handbooks

  • Develop a handbook for sample management.

  • Include essential information for staff and sample collection.

Page 12: Sample Collection and Preservation

  • Define collection processes and requirements.

  • Ensure proper labeling and handling of samples.

Page 13: Outcomes of Collection Errors

  • Delays in reporting, unnecessary redraws, and increased costs.

  • Potential for incorrect diagnoses and patient harm.

Page 14: Sample Processing

  • Verify sample condition and completeness before testing.

  • Establish rejection criteria for suboptimal samples.

Page 15: Sample Tracking

  • Maintain a register of all incoming samples.

  • Track samples throughout the laboratory process.

Page 16: Sample Storage, Retention, and Disposal

  • Develop policies for sample storage and retention times.

  • Monitor stored samples and dispose of them safely.

Page 17: Sample Referral

  • Ensure proper labeling and documentation for referred samples.

  • Monitor and record results from referred tests.

Page 18: Sample Transport

  • Manage transport to maintain sample integrity.

  • Adhere to safety regulations during transport.

Page 19: Packaging Requirements

  • Follow specific packaging instructions based on sample classification.

  • Ensure triple packaging for hazardous materials.

Managing Sample Transport

  • Train personnel in proper transport procedures.

  • Maintain controlled temperatures and monitor compliance during transport

DM

Week 2 - Notes - Lab Management

Equipment Management in Laboratories

Page 1: Equipment Responsibility

  • Laboratory Manager's Role

    • Oversee equipment management systems.

    • Ensure users are trained in operation and maintenance.

  • User Responsibility

    • Care for equipment and adhere to SOPs.

  • Importance of Maintenance

    • Ensures data consistency and reliability.

    • Impacts productivity and integrity of work.

    • Reduces budget costs by preventing premature replacements.

    • Enhances safety by identifying faulty equipment.

Maintenance Procedures

  • Develop SOPs for equipment.

  • Document repairs and maintenance.

  • Implement preventive maintenance programs.

  • Train staff on equipment use and care.

Page 2: Selecting and Acquiring Equipment

  • Criteria for Selection

    • Purpose and usage of the equipment.

    • Performance characteristics (accuracy, reproducibility).

    • Facility requirements (space, utilities).

    • Budget considerations.

    • Availability of reagents and their costs.

    • Ease of operation and language of instructions.

    • Warranty and safety considerations.

Purchasing vs. Leasing

  • Consider repair costs

  • manufacturer support such as providng information on operation and maintenance

  • Evaluate initial costs versus long-term expenses such as repairs.

  • Ensure necessary installation and training are included - negoations could be looked at to save more money.

Page 3: Installing Equipment

  • Pre-installation Checks

    • Verify physical requirements (space, utilities).

    • Confirm vendor responsibilities in writing.

  • Installation Best Practices

    • Prefer manufacturer installation for warranty compliance.

    • Ensure all parts are present and software is backed up.

    • Do not use equipment until fully installed and verified.

Page 4: Getting Equipment Ready for Service

  • Assign maintenance responsibilities.

  • Develop usage and maintenance recording systems.

  • Implement calibration and performance verification plans.

  • Schedule regular maintenance tasks.

  • Train operators specifically for equipment use.

Performance Verification

  • Evaluate new equipment against manufacturer claims.

  • Conduct parallel testing with old equipment for validation.

Page 5: Equipment Maintenance

  • Preventive Maintenance

    • Regular cleaning, adjustments, and part replacements.

    • Follow manufacturer-recommended maintenance schedules.

  • Maintenance Plan Components

    • Oversight responsibilities.

    • Written policies and procedures.

    • Record-keeping formats and logs.

Page 6: Inventory Management

  • Maintain an inventory log for all equipment.

  • Include details like make, model, purchase date, and warranty.

  • Conduct rEqegular inventory checks to assess equipment condition.

Page 7: Troubleshooting and Repair

  • Train operators to identify and troubleshoot equipment issues.

  • Follow manufacturer instructions for repairs.

  • Use backup instruments or alternative testing methods if necessary.

Page 8: Equipment Maintenance Documentation

  • Essential for quality management.

  • Each major piece of equipment should have a dedicated maintenance document.

  • Include maintenance schedules, function checks, and troubleshooting guides.

Page 9: Process Control

  • Ensures accurate and reliable testing.

  • Validates technician performance and environmental conditions.

Page 10: Sample Management

  • Quality of samples directly impacts test results.

  • Laboratories must ensure samples meet testing requirements.

Page 11: Laboratory Handbooks

  • Develop a handbook for sample management.

  • Include essential information for staff and sample collection.

Page 12: Sample Collection and Preservation

  • Define collection processes and requirements.

  • Ensure proper labeling and handling of samples.

Page 13: Outcomes of Collection Errors

  • Delays in reporting, unnecessary redraws, and increased costs.

  • Potential for incorrect diagnoses and patient harm.

Page 14: Sample Processing

  • Verify sample condition and completeness before testing.

  • Establish rejection criteria for suboptimal samples.

Page 15: Sample Tracking

  • Maintain a register of all incoming samples.

  • Track samples throughout the laboratory process.

Page 16: Sample Storage, Retention, and Disposal

  • Develop policies for sample storage and retention times.

  • Monitor stored samples and dispose of them safely.

Page 17: Sample Referral

  • Ensure proper labeling and documentation for referred samples.

  • Monitor and record results from referred tests.

Page 18: Sample Transport

  • Manage transport to maintain sample integrity.

  • Adhere to safety regulations during transport.

Page 19: Packaging Requirements

  • Follow specific packaging instructions based on sample classification.

  • Ensure triple packaging for hazardous materials.

Managing Sample Transport

  • Train personnel in proper transport procedures.

  • Maintain controlled temperatures and monitor compliance during transport

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