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eLabDoc Short Guide 1.5

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Page 1: eLabDoc - Roche · eLabDoc · DiaLog Portal · Short Guide · 1.5 12 Documents search r To refine an existing search 1 Click inside box below relevant filter. e.g. Document types

eLabDocShort Guide 1.5

Page 2: eLabDoc - Roche · eLabDoc · DiaLog Portal · Short Guide · 1.5 12 Documents search r To refine an existing search 1 Click inside box below relevant filter. e.g. Document types

Roche DiagnosticseLabDoc · DiaLog Portal · Short Guide · 1.5

2

Publication information

Edition notice Not all functionality described in this publication may be available to all users.

Every effort has been made to ensure that all the information contained in this publication is correct at the time of publishing. However, the manufacturer of this product may need to update the publication information as output of product surveillance activities, leading to a new version of this publication.

Intended use This publication is intended for users of the eLabDoc application.

Copyright © 2018, F. Hoffmann-La Roche Ltd. All rights reserved.

License information eLabDoc eService software is protected by contract law, copyright law, and international treaties.

Open-source and commercial software eLabDoc eService may include components or modules of commercial or open-source software.

Trademarks The following trademarks are acknowledged:

COBAS and LIFE NEEDS ANSWERS are trademarks of Roche.

All other trademarks are the property of their respective owners.

Feedback Every effort has been made to ensure that this publication fulfills the intended use. All feedback on any aspect of this publication is welcome and is considered during updates. Contact your Roche representative, should you have any such feedback.

Publication version Revision date Change description

1.5 July 2018 Screenshots and user interface terms updated; minor changes and improvements.

y Revision history

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3

What is new in publication version 1.5

Screenshots All screenshots have been updated using the revised eLabDoc user interface.

User interface terms The user interface terms have been updated to reflect the revised eLabDoc user interface.

Minor changes and improvements Minor changes and improvements have been implemented throughout the publication.

Contact address

Roche Diagnostis International Ltd.Forrenstrasse 26343 RotkreuzSwitzerlandMade in Switzerland

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4

Table of contents

Product information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Registration and login . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Main menu header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Documents search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Quick search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Filter search results . . . . . . . . . . . . . . . . . . . . . . . . . 11Full text search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Saved searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Document download . . . . . . . . . . . . . . . . . . . . . . . . 16

Catalog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Browse catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Catalog navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Browse products. . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Define favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

My product information . . . . . . . . . . . . . . . . . . . . . . . . . 24Manage favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . 24My settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

New entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

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Product information 5

Product informationeLabDoc makes it easier than ever to find all the product information relevant to you.

Using images of eLabDoc itself, this guide describes how to quickly find documents such as Instructions for Use, setpoint updates, safety data sheets and user manuals.

Users can define a profile of favorite products in eLabDoc, which may then be used in searches or for notifications of document updates.

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6 Overview

OvervieweLabDoc is the central resource of documents for Roche products in the fields of:

• Clinical chemistry

• Immunology

• Coagulation

• Blood gas analysis

• Molecular diagnostics

• Point of care

• Tissue diagnostics

• Life Science

Available documents, in various languages, include:

• Method sheet / Instructions for Use

• Certificates

• Traceability sheets

• Value sheets

• Safety data sheets

• Declarations of conformity

• Quick-start guides

• Operator Manuals

• Host interface manuals

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Registration and login 7

Registration and loginWhile basic features of eLabDoc are available without login, registration and login will provide access to additional document types and services, including:

• Local documents

• Value sheets

• Barcode sheets

• Operator’s manuals

• New since last visit searches

• Favorites (lab systems profile)

• Update notifications

• One-click multiple downloads

• Saved searches

• Full text search

Main menu headereLabDoc pages contain a header menu to:

• Search field

• New entries

• Catalog search

• My product informationA Search field

A

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8 Documents search

Documents searchThe search page is shown following successful login.

Search terms may be based on:

• Catalog number

• Document identifier

• Lot number

• Document title

• Product name

• Key word

Alternatively, a search may be initiated using the search field in the main menu header.

Quick search

r To search for a document

1 Enter search term in field provided.

f As search term is typed, auto-completed search terms are displayed.

2 Select a suggested search item.e.g. “10759350190”

f OR

3 Press enter, or click search symbol (magnifying glass).

1

2

3

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Documents search 9

Search results

Document searches (default) match catalog number, lot number, document identifier, document title, product name, or key word.

Number of results is shown in brackets to the right of search term.

Full text searches are performed if search term is not found via document search.ORBy clicking Extended text search button below search results.

Search results show:

• Document title

• Search term (number of results)

• Document type

• New status icon (where relevant)

• Product name

• Version number

• Language

- Two letter language code

- Multi-language symbol

• Publication date

• Extended text search button

• Catalog number

About 10 items are loaded initially (depending on screen resolution). Continuous scrolling loads additional items if available.

Clicking on various page elements reveals:

• Instructions

• Explanations, tool tips

• Additional informatione.g. Catalog # - Additional references

A Document title F Version number

B Search term G Language

C Document type H Publication date

D New status icon I Extended text search

E Product name J Catalog number

B

F

A C

D E

G H I

J

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10 Documents search

Search results are ranked according to published date (default). Results can be ranked by either:

• Date• Document type• Document title• Relevance

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Documents search 11

Filter search results

Filter search results via selectable menus located to the right of the search results.

Possible filter are:

• Languages

• Document types

• Systems

• Product categories

• Catalog numbers

• Document identifiers

• Lots

• Versions

• File formats

• Published since

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12 Documents search

r To refine an existing search

1 Click inside box below relevant filter.e.g. Document types

2 Select a filter.e.g. Method Sheetf OR

3 Click Enter document type to close menu.

f Updated search results are displayed as filters are changed.

f OR

1

3

2

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Documents search 13

4 Type in on the filter entry field the filter option term directly. This type-in possibility is available if the filter drop down list has more than 10 options to allow fast access to a filter option.

r To delete / add search filters

1 Click delete symbol (X).

2 Click All options.

f Shows available filters.

3 Select relevant filters.

4 Click Show results button.

f Updated search results are displayed as filters are added or changed.

4

2

3

4

1

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14 Documents search

Full text search

Extended text search is available at the bottom of the result page. The entire eLabDoc document repository will be searched with the original search term and the results are presented.

On the result page the full text search result record is enriched with snippets including proximity information to show where the search term was found in the content (e.g. extended search term = HIV).

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Documents search 15

Saved searches

After login to eLabDoc:

• Saved searches will be displayed in the upper right part of the screen.

• The magnifier icon collects searches which have been saved. The file counter is updated as new searches are added or removed.

r To save a search

1 Enter search term in field provided.In the example, “Albumin” was typed.

f As search term is typed, auto-completed search terms are displayed.

2 Select a suggested product out of the auto-complete list. e.g. Albumin and click All (on the right).

f The document result page opens.

3 To save the search, click the icon.

4 Enter a label for the search.

5 Click Save search.

A Saved search icon

A

1

2

3

4

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16 Documents search

r To display all saved searches

1 Refer to My product information > Saved searches.

f Saved searches are displayed by date of saving.

2 To delete all saved searches, click Clear all.

Document download

Open files by clicking on the document title.

OR

Click the download icon on the right of the search result to collect files for later downloading.

The file counter is updated as new files are added or removed.

The file download location is defined by local browser settings.

r To mark files for downloading

1 Click the download icon on the right side of a search result.

f OR

2 Click Select all button.

f Select all button is faded (not active) if search results are too numerous.

2

1

2

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Documents search 17

r To view download center

1 Click download icon.

f Document type, quantity and file size are shown.

2 Click View all.• Alternatively, click Download to receive all files

immediately.

f Download icon shows all stored files plus file size.

r To delete unwanted files

1 Click the trash icon for individual files.

f OR

2 Click Clear all to delete all files.

3 File number and download size are updated as items are removed.

r To download all files

1 Click the Download button.

f Files are automatically deleted from the download center after downloading.

1

2

1

2

3

1

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18 Catalog

Catalog

Browse catalog

Browse catalog to find documents and define favorites.

Catalog pages include:

• System / Assay name (# of results)

• Catalog navigator

• Products

• View options

Products may be viewed as list or as thumbnails.

r To browse catalog

1 Click relevant Assay / System.

f Catalog page opens.

A System / Assay name C Products

B Catalog navigator D View options

CB C C

A D

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Catalog 19

Catalog navigator

Catalog navigator displays:

• Diagnostic fielde.g. ClinChem fully automated

• Selected system / assaye.g. ClinChem Calibrators

• Systems / assays within diagnostic fielde.g. RD/Hitachi Assays

Click a product within the same diagnostic field to update the catalog page.

r To browse other diagnostic fields

1 Click All diagnostic fields.

f A menu of diagnostic fields appears.

2 Mouse over diagnostic fields.

f Product names are shown to the right.

3 Click on relevant assay or system.

f Catalog page is updated.

A Diagnostic field C Systems / assays within diagnostic fieldB Selected system /

assay

A

B

C

1

2

3

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20 Catalog

r To toggle between view options

1 Click thumbnail OR list view option.

Browse products

Products are shown with:

• Photo of instrument

• Favorite icon

• Product name

• Document types icon

Products with catalog numbers may include:

• LOT icon

• Filter options

1

1

A Photo of instrument C Product name

B Favorite icon D Document types icon

A

B C D

A LOT icon B Filter options

A B

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Catalog 21

r To search for product documents

1 Click on product name.

r To refine a list of assays

1 Click within drop-down menu box, and select specific application.

r To view / hide document types and lots

1 Click document types or Lot icon.

f Document types or lots are shown or hidden.

2 Click document type or lot.

f Search results for selected assay / system document types or lots are shown.

1

1

1

2

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22 Catalog

r To search lots

1 Click lot number.

1

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Catalog 23

Define favorites

Favorite systems, assays, and lots are added or removed by clicking on the favorite icon.

Non-favorites have a grey icon.

Favorites have a blue icon.

Lots may also be added to favorites.

Mouse over lot to reveal favorite icon.

Favorites within a selected system / assay are indicated by the icon beside the name: grey if no favorites, bordered blue if some favorites, and filled blue if all are favorites.

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24 My product information

My product informationMy product information allows users to:

• Manage favorites

• Manage suggestions (according to your configuration)

• Manage your settings

• Access saved searches

Manage favorites

Manage my favorites (default) shows favorites grouped in three tabs:

• Systems• Reagents• Document types

Tab headers specify number of favorites.

q Define favorites for both systems and reagents to capture relevant updates and avoid irrelevant document notifications.

Favorite systems are listed with photo, product name

and trash icon .

Favorite reagents are listed with catalog number,

product name, LOT icon, and trash icon .

By clicking the Export favorites button a list of the favorite reagent and lot is provided in PDF format to save and/or print.

LOT icon is faded if no lot favorite exists.

A Manage favorites C Manage my settings

B Manage suggestions D Saved searches

A

D

C

B

A Systems C Document types

B Reagents

A B C

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My product information 25

Favorite document types are defined in My product information.

Document types may be for:

• Assays (Reagent IFU)

• Instruments (System IFU)

• Other purposes (Local affiliate information)

To some document types an information icon is available. By clicking on this icon an explanation / description what that document type means is displayed as a pop up message.

r To delete a favorite system or reagent

1 Click the trash icon .

A Reagent C Local affiliate informationB System

A B C

1

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26 My product information

r To add / remove favorite document types

1 Click check box.e.g. Host Interface Manualf OR

2 Click Select all / Deselect all.1

2

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My product information 27

My settings

r To define my settings

1 Click Manage my settings in My product information.

f The notification settings form opens.

2 Complete required information.

f Information is saved as it is entered.

q New documents may also be identified via the New entries main menu header option.

3 If E-mail notification is selected, the result page will display the documents as chosen in the Preferred document language setting.If not, the result page will display the documents in the language according to the country's default language when the country is selected on the portal (Dialog) start page.

1

2

3

3

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28 New entries

New entriesNew entries page shows documents published in eLabDoc since the last 30 days.

In addition to standard filter options, the Apply preferences check box limits results to favorite products, reagents and document types.

Apply preferences is checked by default.