BD FACSLink LIS Interface

Solution

Quick Start Guide

bdbiosciences.com
23-11040-00 Rev A
September 2009

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© 2009, Becton, Dickinson and Company. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed,
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BD, BD Logo and all other trademarks are property of Becton, Dickinson and Company. © 2009 BD

Instrument Manager is a trademark of Data Innovations, Inc. © 2009 Data Innovations

All other company and product names might be trademarks of the respective companies with which they are associated.

BD FACSCanto, BD FACSCanto II, and BD FACSCalibur are Class I (1) Laser Products.

History

Revision Date Change Made

23-11040-00, Rev A 9/2009 Added information to support V1.1 driver.

647062, Rev A 4/2009 New document

 Contents

Chapter 1: About the BD FACSLink LIS Interface Solution 1

BD FACSLink LIS Interface Solution introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Chapter 2: Building worklists and transferring results 5

BD FACSLink workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Starting Instrument Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Opening and closing worklists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
About worklist data columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Building a worklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Selecting a data criterion for the Case Number data column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Exporting a worklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Deleting an entire worklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Transferring results to Specimen Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 3: Reviewing and releasing results to the LIS 21

Reviewing results data in Specimen Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Releasing or rejecting results data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 4: Reference 27
Managing user accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Viewing and modifying configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Viewing and modifying driver properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Viewing and managing connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Viewing and managing the connection status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
BD worklist formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Worklist toolbar options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Importing and exporting workspaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Saving or deleting workspaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Chapter 5: Troubleshooting 51
Error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Software issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
 1
About the BD FACSLink LIS Interface Solution
This section includes these topics:

z BD FACSLink LIS Interface Solution introduction (page 2)

z About this guide (page 3)

z Limitations (page 3)

z Technical support (page 4)

2 BD FACSLink LIS Interface Solution Quick Start Guide

BD FACSLink LIS Interface Solution introduction

About this topic This topic describes the BD™ FACSLink LIS Interface Solution.

Description The BD™ FACSLink LIS Interface Solution is a software application that uses
Data Innovations’ Instrument Manager software and the BD FACSLink driver to
read BD Multiset™, BD HLA-B27, and BD FACSCanto™ clinical software result
files into ASTM and HL7 formats and transfer the results data to Laboratory
Information Systems (LIS). Worklists in Data Innovations’ Instrument Manager
are compatible with BD FACSCanto Version 2.2 and 2.4 software,
BD FACSCalibur™, and BD FACS™ Sample Prep Assistant II (SPA II) and Sample
Prep Assistant III (SPA III) instruments.

The BD FACSLink LIS Interface Solution allows the lab manager to review and
designate which test results are released to the LIS. BD FACSLink provides a
readable audit trail file for traceability between the original files and the
transferred results files.

Instrument Manager The BD FACSLink LIS Interface Solution has the same system and compatibility
Compatibility requirements as Data Innovations’ Instrument Manager software.

See Data Innovations’ Instrument Manager Help for a specific list of system
requirements and compatibilities.

Requirements Data Innovations’ Instrument Manager software must be installed on a dedicated

network server and networked to the BD workstations.

z The BD workstation EXP and CSV results directories must be accessible on

the network and have read/write permissions.

z The network administrator should indicate the base result location by using
UNC paths, not Windows drive letter mapping.

z Store all exported BD FACSLink worklist files in a network shared folder

accessible by the BD workstation.

Full operation of the BD FACSLink LIS Interface Solution requires installation of

the BD FACSLink driver and the BD Global Configuration File (GCF). If the GCF
is not installed, the BD FACSLink LIS Interface Solution customized user interface
will not be configured.

See Data Innovations’ Instrument Manager Help for more information about
configuration.
 Chapter 1: About the BD FACSLink LIS Interface Solution 3

About this guide

This guide provides instructions for getting started with BD FACSLink. It does not
include information about installing the software package on a network server,
configuring the server or instrument, or operating extended features of Data
Innovations’ Instrument Manager.

See the Reference (page 27) section for overview information about the BD
FACSLink driver configuration and connections, as well as information about
worklist formats and Specimen Management settings.

Related publications For detailed user information, see Data Innovations’ Instrument Manager
documentation included on the software CD, or Data Innovations’ Instrument
Manager Help.

Limitations
BD Biosciences delivers software and workstations that are intended for running
the instruments supplied by BD Biosciences. It is the responsibility of the buyer/
user to ensure that all added electronic files including software and transport
media are virus free. If the workstation is used for Internet access or purposes
other than those specified by BD Biosciences, it is the buyer/user’s responsibility to
install and maintain up-to-date virus protection software. BD Biosciences does not
make any warranty with respect to the workstation remaining virus free after
installation. BD Biosciences is not liable for any claims related to or resulting from
the buyer/user's failure to install and maintain virus protection.

BD Biosciences is not responsible for the development, validation, or support of

features or functions of Data Innovations’ Instrument Manager software, other
than the BD FACSLink driver option.
4 BD FACSLink LIS Interface Solution Quick Start Guide

Technical support
If additional assistance is required, contact your local BD Biosciences technical
support representative or supplier.

When contacting BD Biosciences, have the following information available:

z Product name, part number, and license number

z Any error messages

z Details of recent system performance

For system support from within the US, call 877.232.8995.

 2
Building worklists and transferring results
This section includes these topics:

z BD FACSLink workflow (page 6)

z Starting Instrument Manager (page 7)

z Opening and closing worklists (page 8)

z About worklist data columns (page 11)

z Building a worklist (page 12)

z Selecting a data criterion for the Case Number data column (page 15)

z Exporting a worklist (page 17)

z Deleting an entire worklist (page 18)

z Transferring results to Specimen Management (page 19)

6 BD FACSLink LIS Interface Solution Quick Start Guide

BD FACSLink workflow
About this topic This topic shows a typical BD FACSLink workflow.

Typical workflow Your facility’s standard operating procedure might require a different workflow.
This information is provided as an example.
 Chapter 2: Building worklists and transferring results 7

Starting Instrument Manager

About this topic This topic describes how to start and log on to Data Innovations’ Instrument
Manager.

Starting and logging on To start Instrument Manager and log on:

1. Double-click the Instrument Manager icon on the desktop.

The Instrument Manager window and the Logon dialog appear.

2. In the User ID field, type a user ID.

3. In the Password field, type a password.

If this field is disabled (gray), no password is required. The IM_DEFAULT

user account does not require a password.

4. Click Logon.

The main Instrument Manager window appears.

Logging off To log off Instrument Manger:

1. In the main Instrument Manager window, select System > Logoff.

A confirmation dialog appears.

2. Click Yes to log off.

8 BD FACSLink LIS Interface Solution Quick Start Guide

Opening and closing worklists

About this topic This topic describes how to open worklists using the BD FACSLink Manager
window.

Opening a worklist To open a worklist:

1. In the main Instrument Manager window, select System > Status.

The Status Display dialog appears.

The Status Display dialog displays the current status of all instrument
connections.

2. Select a connection in the list.

3. Click Detail Highlighted Connection.

The Status Detail dialog appears.

The Status Detail dialog provides details for a specific instrument connection.
See Viewing and managing connections (page 41) for more information, or
see Data Innovations’ Instrument Manager Help.

4. Click FACSLink Manager.

 Chapter 2: Building worklists and transferring results 9

The FACSLink Manager window appears.

You need to open an existing worklist, or create a new one.

Opening an existing To open an existing worklist:

worklist
1. In the FACSLink Manager window, click Open on the toolbar.

The Worklists dialog appears.

2. Select a worklist from the list, then click Open.

The worklist opens.

10 BD FACSLink LIS Interface Solution Quick Start Guide

Closing a worklist To close an open worklist:

In the FACSLink Manager window, click Close on the toolbar.

The worklist closes.

Related topics z About worklist data columns (page 11)

z Building a worklist (page 12)

z Exporting a worklist (page 17)

z Deleting an entire worklist (page 18)

z Worklist toolbar options (page 47)

 Chapter 2: Building worklists and transferring results 11

About worklist data columns

About this topic This topic describes the data columns in a worklist.

Descriptions z Specimen ID. Enter an ID or scan an ID with a barcode reader.

z Sample Name. Patient Name. This data column is populated by the LIS. You
can view or edit a patient name associated with the current Specimen ID.

z Case Number. This is a case number based on the Specimen ID plus an

incremental number. This data column is populated by the LIS. You can enter
a case number or allow Instrument Manager to automatically assign it.

z Panel. Select a single Panel. If multiple panels are required, you can select
them using the Panel Selection dialog.

SPA connections might only have a single panel ordered for a specific
Specimen ID in a single worklist.

z Carousel ID. Enter a value after entering the first Specimen ID of a new
worklist. If the current carousel is full, enter a new Carousel ID. You can
build multiple carousels at the same time using different carousel IDs.

z Start. The first tube position for a selected panel.

z End. The last tube position for a selected panel.

z Unique Carousel ID. SPA worklists only. Enter a unique ID to be used with
the worklist. If your unique ID contains special characters, they are not
included in the file name of your exported worklist.

z Tube Size. SPA worklists only. Select a tube size.

z Tube Type. SPA v4.0 worklists only. Select a tube type.

z Primary Rack Pos. SPA worklists only. Enter the primary rack position.

Data column guidelines z The same Specimen ID, Sample Name, and Case Number cannot be present in
one carousel for SPA III or BD FACSCalibur worklists.

z SPA III worklist uniqueness is defined by the combination of the following

columns: Unique Carousel ID, Carousel ID, Sample ID, Sample Name, and
Case Number. This allows the same sample ID to be added with different
tests in 2 different carousels in one worklist.

z The same Specimen ID, Sample Name, and Case Number cannot be present in
a BD FACSCanto worklist.

z Two rows with the same Specimen ID cannot be present in one carousel for a
SPA II worklist.

z If more than one panel is added from the same Specimen ID, the previously
selected panel is highlighted (yellow) in the Panel Selection dialog.

Related topics z BD worklist formats (page 46)

12 BD FACSLink LIS Interface Solution Quick Start Guide

Building a worklist
About this topic This topic describes how to build a worklist by entering data into the data
columns.

Before you begin The BD FACSLink driver and Data Innovations’ Instrument Manager are
designed to allow data input using a barcode scanner. Information that is linked to
a barcode should populate data entry columns when you scan a barcode.

Some barcode scanners’ default settings require you to scan, then press the >,
Enter, or Tab keys to populate the data columns. See your barcode scanner
documentation for information about configuring your scanner to automatically
populate the data immediately after a scan.

Adding data into data To add data into data columns:

columns
1. In the FACSLink Manager window, click New on the toolbar.

The Select Instrument Worklist Type dialog appears.

The list of worklist types that appears is based on the currently established
instrument connections. For example, BD FACSCanto Software v2.2
worklists require an established BD FACSCanto v2.2 connection. See Viewing
and managing connections (page 41) for more information.

You can select the following worklist types:

– FACSCalibur (WorklistManager Software v5.2.1 and 6.0.2)

– FACSCanto v2.2 clinical software

– FACSCanto v2.4 clinical software

– SPA v3.0.1-FACSCalibur

– SPA v4.0-FACSCalibur

– SPA v3.0.1-FACSCanto v2.2

– SPA v3.0.1-FACSCanto v2.4

– SPA v4.0-FACSCanto v2.2

– SPA v4.0-FACSCanto v2.4

2. Select the instrument type in the list, then click OK.

 Chapter 2: Building worklists and transferring results 13

A new worklist appears.

3. Manually enter the specimen ID into the Specimen ID data column in the
Data entry row, or scan the specimen ID to populate the data columns with
data from the LIS. Always enter your specimen ID in the data column before
you enter data in any other data column.

Data entry row

Worklist data (committed data)

See About worklist data columns (page 11) for details about each data
column.

After you enter the specimen ID, the following dialog appears.
14 BD FACSLink LIS Interface Solution Quick Start Guide

4. Click Yes to continue adding the specimen.

– If the specimen has pending panels associated with it, the panel data
populates the Panel data column. Continue with step 5.

– If a specimen does not have any pending panels associated with it, the
Panel Selection for Specimen ID dialog appears.

a. Select a panel from the list.

b. Click OK.

5. Add or modify data in the other data columns as appropriate, or delete single
rows of data.

To delete a row of data from the Data entry row, select the row, then press
Delete on the keyboard. The row is deleted.

6. If you require a custom data criterion as the Case Number in this worklist, see
Selecting a data criterion for the Case Number data column (page 15) for
more information.

7. Press Enter in a data column in the Data entry row to commit the data to the
worklist.

The data is committed and the worklist row appears.

 Chapter 2: Building worklists and transferring results 15

8. Click Save on the toolbar to save the new worklist.

The worklist is saved.

Related topics z About worklist data columns (page 11)

z Exporting a worklist (page 17)

z Transferring results to Specimen Management (page 19)

z BD worklist formats (page 46)

Selecting a data criterion for the Case Number data column

About this topic This topic provides instructions for selecting a custom data criterion (data
element) for the Case Number data column in the worklist.

This is an optional procedure. The default case number is based on the Specimen
ID plus an incremental number. The data in the column is populated by the LIS. If
you want to customize this criterion, you should make this selection before you
commit data to the worklist. See Building a worklist (page 12), step 5.

Procedure To select a data element:

1. Click Worklist Options on the toolbar.
16 BD FACSLink LIS Interface Solution Quick Start Guide

The Worklist Options dialog appears.

Data
Element field

2. In Data Element field, select a data element from the list.

3. Click OK.

The selected data criterion is applied to the Case Number data column.

Related topics z About worklist data columns (page 11)

 Chapter 2: Building worklists and transferring results 17

Exporting a worklist
About this topic This topic describes how to export a worklist.

Requirement Store all exported BD FACSLink worklist files in a network shared folder
accessible by the BD workstation.

Exported worklist size for Worklists for BD FACS Sample Prep Assistant (SPA, SPA II, and SPA III) and and
each connection BD FACSCalibur connections can include only one carousel. BD FACSCanto
worklists can hold up to 200 samples or five carousels.

If the BD FACSLink worklist includes more carousels than the BD Workstation

worklist can contain, the worklist is split into multiple worklists when exported.
For example, a worklist that contains two carousels in BD FACSLink splits into
two worklists when exported for a BD FACSCalibur connection.

Procedure To export a worklist:

1. In the FACSLink Manager window, click Export on the toolbar.

2. Select Export Entire Worklist from the menu.

The Select a Destination Connection dialog appears.

3. In the Connection Name list, select a connection and click Select.

18 BD FACSLink LIS Interface Solution Quick Start Guide

The worklist is exported and the following message appears.

4. Click OK to close the dialog.

Related topics z Opening and closing worklists (page 8)

z BD worklist formats (page 46)

Deleting an entire worklist

About this topic This topic describes how to delete an entire worklist.

Procedure To delete an entire worklist:

1. Click the Delete tool on the toolbar.

The Worklists dialog appears.

2. In the list of worklists, select a saved worklist you want to delete.

3. Click Delete.

The worklist is deleted from the saved folder.

Related topics z Opening and closing worklists (page 8)

 Chapter 2: Building worklists and transferring results 19

Transferring results to Specimen Management

About this topic This topic describes how to transfer results from the instrument to Specimen
Management for release to the LIS.

See Releasing or rejecting results data (page 25) for more information.

Procedure To transfer results to Specimen Management:

1. In the FACSLink Manager window, select the Transfer Results View tab.

Result File field Load Result (transfer)

2. Type a path in the Result File field, or click Browse to open the Open dialog
and browse for a result file path.

3. Click the Load Result button to transfer results.

The results transfer and the Transfer Results dialog appears.

Any results data in the results file are transferred to Specimen Management,
even if the specimen is not in the Instrument Manager database.

4. Click OK to close the dialog.

Need more information fast?
Information about this product is also available in your
software's Help system.

You can keep the Help window open while you use the
software or print the information directly from the window.

Internet access is not required to use the Help system.

 3
Reviewing and releasing results to the LIS
This section includes these topics:

z Reviewing results data in Specimen Management (page 22)

z Releasing or rejecting results data (page 25)

22 BD FACSLink LIS Interface Solution Quick Start Guide

Reviewing results data in Specimen Management

About this topic This topic describes how to open and use the Specimen Management Workspace
to review, refresh, and sort data.

Before you begin The BD FACSLink default result transfer rule “Hold all tests for verification”
must be applied to all instrument connections to review and release results data to
the LIS. This should be performed during initial configuration. See Data
Innovations’ Instrument Manager Rules Manual or the Data Innovations’
Instrument Manager Help for more information.

Opening the Specimen To open the Specimen Management Workspace window:

Management Workspace
window In the main Instrument Manager window, select Specimen Management > SM
Workspace.

The Specimen Management Workspace window appears.

The default view is unique to BD FACSLink. The last used workspace (unique
to each user account) appears as the default.

The BD Data Review workspace in Specimen Management does not appear

as the default view the first time a new user logs in. To make the BD Data
Review workspace the default for BD instrument users, complete the steps
described in Opening the BD Data Review workspace (page 23).
 Chapter 3: Reviewing and releasing results to the LIS 23

Opening the BD Data To open the BD Data Review workspace:

Review workspace 1. In the Specimen Management Workspace window, select Workspace > Open
Workspace.

2. The Open Workspace dialog appears.

3. Select the BD Data Review workspace from the list.

4. Click Open.

The BD Data Review workspace opens.

Using the specimen To use the specimen worksheet:

worksheet
Select any row of data in the Specimen Worksheet pane.

The data appears in the Test Worksheet pane.

24 BD FACSLink LIS Interface Solution Quick Start Guide

Refreshing the results If the Specimen Management Workspace window is already open and you recently
data transferred results from a worklist to Specimen Management, you should refresh
the workspace to display all recent results data.

To refresh the results data display:

Click the Refresh tool on the toolbar to refresh the workspace.

The Specimen Worksheet pane and the Test Worksheet pane refresh.

Sorting data To sort data:

1. In the Specimen Management Workspace window, navigate to the Test
Worksheet pane.

2. Click and drag the sort blocks to create a sorting hierarchy appropriate for
your needs. For example, you can drag the Test Code Sub ID into the first
position to serve as the primary sort criterion.

3. Select one of the sort blocks to sort the data based on the specific criterion, for
example, select Case Number to sort by case number.

Differentiating similar To ensure that you have the most current data, even when multiple sets of similar
data data appear, select the Collection Date/Time sort block to sort data by date and
time to differentiate between the sets of similar data.

Related topics z Importing and exporting workspaces (page 48)

z Saving or deleting workspaces (page 50)

 Chapter 3: Reviewing and releasing results to the LIS 25

Releasing or rejecting results data

About this topic This topic describes how to review data in Specimen Management and how to
release data to the LIS or reject data.

Considerations for You decide which data is reviewed, released, or rejected from the Specimen
releasing data to LIS Management Workspace window. Your facility’s review and release procedures
should determine how results are released or rejected.

Verify that the results for the panels match the results in the reports generated
from BD FACSCanto clinical software (for the BD FACSCanto system), or BD
Multiset software/HLA-B27 software (for the BD FACSCalibur system).

Releasing or rejecting To release or reject data:

data
1. Open the Specimen Management Workspace window.

2. Select the data you want to release or reject.

– If the data is acceptable, you can release it to the LIS. Select Action >
Release.

– If the data is not acceptable, you can reject it. Select Action > Reject
Result.
26 BD FACSLink LIS Interface Solution Quick Start Guide

More information See Data Innovations’ Instrument Manager Help for more information.

Related topics z Opening the BD Data Review workspace (page 23)

 4
Reference
This section includes these topics:

z Managing user accounts (page 28)

z Viewing and modifying configurations (page 31)

z Viewing and modifying driver properties (page 36)

z Viewing and managing connections (page 41)

z Viewing and managing the connection status (page 44)

z BD worklist formats (page 46)

z Worklist toolbar options (page 47)

z Importing and exporting workspaces (page 48)

z Saving or deleting workspaces (page 50)

28 BD FACSLink LIS Interface Solution Quick Start Guide

Managing user accounts

About this topic This topic describes how to manage user accounts with the User Setup dialog. You
can create unique user accounts and passwords.

Adding users To add a new user:

1. In the main Instrument Manager window, select Security > User Setup.

The User Setup dialog appears.

2. Click Add.

The User Properties dialog appears.

3. In the User ID field, type a new user account name.

 Chapter 4: Reference 29

4. In the Password field, type a new password (optional).

5. In the Confirm Password field, type the new password (optional).

6. In the Locale field, select the BD locale.

This locale determines the text, field names, and button names for the BD
FACSLink driver.

7. If applicable, define the default instrument or cluster to which this user has
access. In the Default Instrument or Cluster field, select an available
instrument or cluster for this user ID.

8. If this user ID is for use by a supervisor, select the Supervisor checkbox.

Selecting the Supervisor checkbox allows the user to add new dictionary
entries throughout Instrument Manager without having to go to the
Dictionary Editor. See Data Innovations’ Instrument Manager Help for more
information.

9. Under Accessible Options, select the options you want to apply to this user
ID:

– Double-click individual options in the list.

– Click Select All to select all options in the list.

– Click Clear All to clear all options in the list.

See Data Innovations’ Instrument Manager Help for details about Accessible
Options.

10. When you are finished with your selections, click Close.

A confirmation dialog appears.

11. Click Yes to save the new user properties.

30 BD FACSLink LIS Interface Solution Quick Start Guide

Editing an existing user To edit an existing user:

1. In the User Setup dialog, double-click a user in the list.

The User Properties dialog appears.

2. Edit the values in the fields as described in Adding users (page 28).

Deleting users To delete users:

1. In the User Setup dialog, select a user in the list.

2. Click Delete.

A confirmation dialog appears.

3. Click Yes.

The user is deleted from the list.

More information See Data Innovations’ Instrument Manager Help for more information.
 Chapter 4: Reference 31

Viewing and modifying configurations

About this topic This topic describes the configuration of the BD FACSLink driver and describes
how to view and modify current configurations and properties.

This topic is provided as a general overview. See Data Innovations’ Instrument

Manager Help for more information.

Description Configurations determine how sample data is collected and stored by BD

instruments and how the data is transferred to the LIS.

The configurations are set up according to the instruments and connections you
require at your facility. If you need to edit the configuration or instrument
connections, contact your laboratory instrument or network administrator first.

For additional guidance:

z See Data Innovations’ Instrument Manager Help for more information.

z Contact BD Biosciences service and support. See Technical support (page 4).

Viewing the current To view the current configuration:

configuration
1. In the main Instrument Manager window, select Configuration >
Configuration Editor.

The Configuration Editor dialog appears.

The available instruments appear in the dialog.

32 BD FACSLink LIS Interface Solution Quick Start Guide

Viewing configuration To view the properties of a configuration:

properties 1. Click a configuration in the list, then click Properties.

The Configuration Properties dialog for the selected configuration appears.

Changing a configuration To modify configuration properties:

name and description
1. In the Configuration Name field, type a name.

2. In the Configuration Description field, type a description.

3. Click Close to save the changes and close this dialog.

 Chapter 4: Reference 33

Restoring an instrument To restore a single driver for a specific instrument:

configuration 1. In the Configuration Editor dialog, click Import.

The Restore Driver Configuration dialog appears.

2. In the Restore From Directory field, select the location of the directory that
contains the instrument driver configuration file you want to restore.

These instrument drivers are available on the BD FACSLink software CD.

3. In the Configuration Name field, type the name of the configuration that is
associated with the driver you want to restore, for example, FACSCanto
II_SN123.

4. In the Configuration Description, type a description.

The Driver Type field displays the current driver.

5. Click Import to import the configuration.

The configuration appears in the Configuration Editor list and is available for
selection.
34 BD FACSLink LIS Interface Solution Quick Start Guide

Saving instrument driver To save an instrument driver configuration:

configurations 1. In the Configuration Editor dialog, click Export.

The Save Driver Configuration dialog appears.

2. Navigate to the target directory where you want to save the configuration file.

3. Click Save.

The configuration file is saved.

 Chapter 4: Reference 35

Copying an instrument To copy the properties of an existing instrument driver and create a new one:
driver 1. In the Configuration Editor dialog, click an instrument configuration in the
list.

2. Click Copy.

The Copy Configuration dialog appears.

3. In the New Configuration Name field, type in a new name.

4. In the New Configuration Description field, type a description.

5. Click Close to create the new instrument configuration.

More information See Data Innovations’ Instrument Manager Help for more information.
36 BD FACSLink LIS Interface Solution Quick Start Guide

Viewing and modifying driver properties

About this topic This topic describes how to view and modify driver properties.

Description The driver is the software interface between the BD instrument and Data
Innovations’ Instrument Manager. Drivers require configurations that are specific
to each BD instrument.

This topic is provided as a general overview. See Data Innovations’ Instrument

Manager Help for more information.

Viewing driver properties To view the driver properties for a specific configuration:
1. In the main Instrument Manager window, select Configuration >
Configuration Editor.

The Configuration Editor dialog appears.

2. Click Properties.

The Configuration Properties dialog appears.

3. In the Configuration Properties dialog, click Driver Properties.

 Chapter 4: Reference 37

The BD FACSLink Configuration dialog appears.

The BD FACSLink Configuration dialog includes two tabs:

– Standard Configuration. Most fields in this tab are disabled.

Typically, you do not need to select any options on this tab. However, you
can modify the data formats for the order specimen ID and the result
specimen ID formats using the following options:

z Strip Leading Zeros. Removes leading zeros from the specimen ID.

z Number of Significant Digits. Specifies the minimum number of

characters for a specimen ID.

z Pad Character. Character used to force specimen ID values to be the

minimum number of characters in length.
38 BD FACSLink LIS Interface Solution Quick Start Guide

– Driver configuration. Use this tab to select the instrument type you want
to use for this configuration, set the base result and worklist directory
paths, and modify the way directory paths are described. The product
version for this driver appears in the Product Version field.

Selecting instrument To select an instrument mode:

modes
You need to select an instrument type or mode that you want to assign to this
configuration.

Under Instrument Mode, select one of the available instruments or software

versions.

– SPA v3.0.1. Select this option to build, save, export, delete, print, and
open SPA II (SPA software version 3.0.1) format worklists. Exported
worklists are saved as XML files in the base worklist directory.

– SPA v4.0. Select this option to build, save, export, delete, print, and open
SPA III (SPA software version 4.0) format worklists.

– FACSCanto v2.4. Reads and processes CSV result files. Select this option
to build, save, export, delete, print, and open BD FACSCanto format
worklists.

– FACSCanto v2.2. Reads and processes CSV result files. Select this option
to build, save, export, delete, print, and open BD FACSCanto format
worklists.

– FACSCalibur. Reads and processes EXP result files. Select this option to
build, save, export, delete, print, and open BD FACSCalibur format
worklists.

Exported worklists are saved as XML files in the Base Worklist Directory.
 Chapter 4: Reference 39

Viewing or changing The base directories can be configured to accommodate your instrument
directories configuration and specific workflow. Results data is stored on the specific
instrument. The base worklist data is stored on the Instrument Manager server.

To append a date onto the directory path:

– Select the Append Date onto Directory Path checkbox to append the
current date as subfolders under the Base Result Directory to form the full
result directory.

– Clear the checkbox to make the Base Result Directory the full result
directory.

To change the result directory location (where instrument results data is stored)
for this instrument:
Under Base Result Directory, select a directory.

You can also click Browse to open the Browse For Folder dialog.

Navigate to the appropriate folder, click the folder name, and then click OK.

To change the worklist directory (where new worklists are stored):

1. Under Base Worklist Directory, select a directory, or click Browse to browse
for a folder.

2. Navigate to the appropriate folder, click the folder name, and then click OK.
40 BD FACSLink LIS Interface Solution Quick Start Guide

To set an idle state timeout:

In the Idle State Timeout field, specify a timeout value in seconds.

This determines how long the software pauses after checking for result
messages to parse and order messages to send. The default is 10 seconds.
 Chapter 4: Reference 41

Viewing and managing connections

About this topic This topic describes connections and how to view current connection assignments
and properties.

This topic is provided as a general overview. See Data Innovations’ Instrument

Manager Help for more information.

Description Connection assignments determine which configuration is applied to a specific

connection or instrument.

Viewing a connection To view connection assignments:

assignment
In the main Instrument Manager window, select Configuration > Connection
Assignment.

The Connection Assignment dialog appears.

Viewing connection To view the properties of a connection:

properties
1. Select a connection name in the dialog.

2. Click Properties.
42 BD FACSLink LIS Interface Solution Quick Start Guide

The Connection Properties dialog for the selected connection appears.

This dialog includes the following fields and options:

– Connection Name. Displays the connection name. You can create a new
connection name by typing over the existing name.

– Configuration Name. Select a configuration from the list.

– Start on System Start. Select this checkbox to start this connection

whenever the system starts.

– Destination Line(s). Select checkboxes for instruments you want to link

for this connection. The results data will be transferred to the destinations.
You can select multiple destinations for results data transfers.

If you want results data to be sent to Specimen Management as results are

sent to other selected destinations, you must select the Include in Specimen
Management checkbox under Advanced Options.

– Number of Days to Keep. Use the up or down arrows to select data

retention durations for incoming messages, outgoing messages,
communication trace, error messages, and driver data.

– Advanced Options. You can select from the following options:

z Select the Explode Coded Entries for this Connection checkbox to send
a comment or a full description of the result code to the connection (in
addition to sending codes). This is typically used for LIS connections.
The LIS must be capable of receiving the full description. You can
explode the following codes: Patient Comments, Specimen Comments,
Test Comments, and Test Results.
 Chapter 4: Reference 43

z Select the Include in Specimen Management checkbox to include this

connection’s data in Specimen Management. You can use the Default
userid field to enter or change the connection’s default user ID.

z Select the Include in Specimen Storage and Retrieval checkbox to

include this connection’s data in Specimen Storage and Retrieval. See
Data Innovations’ Instrument Manager Help for more information.

– Devices. Use these buttons to select or change your connection’s input/

output port and to select a communication method for the instrument or
LIS. Click the Device Parameters button to define information about your
selection.

z Select NULL if the driver is communicating by reading and writing text

files, or if you are setting up a connection for future use and require a
place holder. If you select NULL, you do not need to specify any device
parameters.

z Select COM to communicate through a serial port. If you select this

option, you might need to specify the Baud Rate, Data Bits, Parity, Stop
Bits, and XON/XOFF Flow Control (as applicable).

z Select TCP/IP network protocol to communicate over a TCP/IP

network. If you are setting up the connection as a client process, you
must enter the TCP/IP address and port number that are assigned to the
device to which you are connecting. (The device can be an instrument,
LIS, or terminal server). If you are setting up the connection as a server
process, you must enter the port number to assign to this connection,
but do not enter an IP address.

Adding a new connection This action should be performed by Administrators only.

To add a new connection:

1. In the Connection Assignment dialog, click Add.

A blank Connection Properties dialog appears.

2. Make selections and modify values as needed.

3. Click Close to save and close this dialog.

The new connection is added to the connections list.

More information See Data Innovations’ Instrument Manager Help for more information.

Related topics z Viewing and managing the connection status (page 44)
44 BD FACSLink LIS Interface Solution Quick Start Guide

Viewing and managing the connection status

About this topic This topic describes how to view and manage the status of current connections.

Opening the Status To open the Status Display dialog:

Display dialog
In the main Instrument Manager window, select System > Status.

The Status Display dialog appears.

Starting a connection To start a connection:

1. Select a connection in the list.

2. Click Start Selected Connections.

The connection starts and the status changes from Off to On in the Status
column. If you are using a TCP/IP connection, the status might temporarily
appear as Connecting if the TCP/IP link is not established.

Stopping a connection To stop a connection:

1. Select a connection in the list.

2. Click Stop Selected Connections.

The connection stops and the status changes from On to Off in the Status
column. This only stops the selected connection. It does not remove the
connection from the list.

Viewing connection To view and work with a specific connection:

status details
1. Select a connection in the list.

2. Click Detail Highlighted Connection.

 Chapter 4: Reference 45

The Status Detail dialog appears.

Status detail dialog This dialog includes the following fields and buttons:
options
– Driver. This field displays the current driver version.

– Configuration. This field displays the current selected configuration for

this connection setup in the Connection Assignment dialog.

– Status. This field displays the current status from the Status Display
dialog, the date, and the time.

– Device. This field describes the network device used for this connection.

– Last Message Sent. This field describes the last communication or message
sent.

– Last Message Received. This field describes the last communication or

message received. The field lists only errors generated by the connection.

– Resend Messages. Click this button to resend a message.

– Clear SendQ. Click this button to clear all messages in the send queue.

– Clear Errors. Click this button to clear any error messages in the field.

– FACSLink Manager. Click this button to open the FACSLink Manager

dialog. Use this dialog to create worklists and transfer results.

– Close. Click this button to close this dialog.

More information See Data Innovations’ Instrument Manager Help for more information.

Related topics z Viewing and managing connections (page 41)

46 BD FACSLink LIS Interface Solution Quick Start Guide

BD worklist formats
About this topic This topic describes the different worklist formats for BD instruments.

SPA worklist format The BD SPA worklist is in XML format. This worklist displays one carousel per
file. The following categories are included in this format:

z Patient Name > SampleName

z Specimen ID > SampleID tag (required to have a value)

z Test Code > PanelName tag (required to have a value)

BD FACSCanto worklist The BD FACSCanto worklist is in XML format. This worklist displays five
format carousels per file. All tags listed in the table are mandatory even if they have a null
value.

z Specimen ID > SampleID tag (required to have a value)

z Test Code > PanelName tag (required to have a value)

BD FACSCalibur worklist The BD FACSCalibur worklist is in a text file, tab delimited format. This worklist
format displays one carousel per file. Each line in the file is a separate sample. All
columns listed in the table are mandatory. If the value is null, a "." is displayed in
that column unless otherwise specified ("Required to have a value").

z Patient Name > Sample Name column (required to have a value)

z Specimen ID > Sample ID column (required to have a value)

z Test Code > Panel Name column (required to have a value)

 Chapter 4: Reference 47

Worklist toolbar options

About this topic This topic describes the tools in the BD FACSLink Manager toolbar.

Descriptions The following figure describes the tools in the BD FACSLink Manager toolbar.

Open Save Delete Print Use large icons

New Close Save As Export Worklist Options Font

Use the toolbar to perform the following functions:

– New. Click this tool to select an instrument type and to create a new,
blank worklist file.

– Open. Click this tool to open an existing worklist file.

– Close. Click this tool to close the open worklist without saving.

– Save. Click this tool to save the current worklist with a default name.

– Save As. Click this tool to save the current worklist with a different name.

– Delete. Click this tool to delete a worklist.

– Export. Click this tool to export the current worklist to a connection or an

instrument. Exported worklists are saved with the date and time stamp.

– Print. Click this tool to print the current worklist.

– Worklist Options. Click this tool to select data elements to populate the
Case Number field.

– Use large icons. Click this tool to make the toolbar icons larger.

– Font. Click this tool to modify the font in the worklist.

48 BD FACSLink LIS Interface Solution Quick Start Guide

Importing and exporting workspaces

About this topic This topic describes how to import a workspace into Specimen Management.

Importing To import a Specimen Management Workspace:

1. In the Specimen Management Workspace window, select Workspace > Import
Workspace.

The Import SM Workspace dialog appears.

2. In the Import From Directory field, select the directory where the workspace
file is located. Workspace files have a .smw file extension.

3. Select a workspace file from the list.

4. Click Import.

The workspace is imported and appears as the current workspace.

Exporting To export a Specimen Management Workspace:

1. Open a workspace in the Specimen Management Workspace window.

2. In the Specimen Management Workspace window, select Workspace > Export

Workspace.
 Chapter 4: Reference 49

The Export Workspace to File dialog appears.

3. Navigate to the location where you want to export the file.

4. Click Save.

The workspace file is exported.

More information See Data Innovations’ Instrument Manager Help for more information.

Related topics z Reviewing results data in Specimen Management (page 22)

z Saving or deleting workspaces (page 50)

50 BD FACSLink LIS Interface Solution Quick Start Guide

Saving or deleting workspaces

About this topic This topic describes how to save or delete Specimen Management workspaces.

Saving a workspace To save a workspace:

1. In the Specimen Management Workspace window, select Workspace > Save
Workspace.

The Save Workspace dialog appears.

2. Click one of the following buttons:

z Click Yes to save and overwrite the existing workspace.

z Click No to save as a new workspace.

z Click Cancel to abort the save.

Deleting a workspace To delete a workspace:

1. In the Specimen Management Workspace window, select Workspace > Delete
Workspace.

The Delete Workspace dialog appears.

2. Select the workspace you want to delete from the list.

3. Click Delete.

The workspace is deleted.

More information See Data Innovations’ Instrument Manager Help for more information.

Related topics z Reviewing results data in Specimen Management (page 22)

z Importing and exporting workspaces (page 48)

 5
Troubleshooting
This section includes these topics:

z Error messages (page 52)

z Software issues (page 53)

52 BD FACSLink LIS Interface Solution Quick Start Guide

Error messages
About this topic This topic describes how to view and clear error messages.

Viewing error messages Error messages appear in the Status Detail dialog. See Viewing and managing
connections (page 41) for more information.

Clearing error messages To clear any error messages in the Last Message Received table, click Clear Errors.
 Chapter 5: Troubleshooting 53

Software issues
About this topic This topic describes possible software problems and how to correct them.

Error message Problem description Possible solution

Unable to open A file to be read cannot be opened. Make sure that the file exists on the
file:<value> server in the instrument folder.

File not selected to be The Load Result button was clicked and a Select a worklist, then click Load Result
processed. worklist has not been selected to be again.
processed.

File selected does not The Load Result button was clicked and a Select an appropriate worklist, then
have <value> file type file with an incorrect extension was selected click Load Result again.
to be processed.

Thin client license All available thin client licenses are open. Close another instance, or wait for
exceeded another licensed user to close their thin
client.

Barcode scanner error The barcode scanner does not scan the Make sure that the Caps Lock, Shift
barcode. and Control keys are off on the
keyboard.
Need more information fast?
Information about this product is also available in your
software's Help system.

You can keep the Help window open while you use the
software or print the information directly from the window.

Internet access is not required to use the Help system.