PART 7: WORK PLANS

The laboratory can use work plans to facilitate work assignments for lab units, individual technicians, and dispatch of samples within the lab.

Work Plans list the samples and tests to be done. The work plan can be organized by a single test or a panel, or for an entire lab unit. 

How to create a work plan by test type, by panel type, unit type or by priority

1. Hover the mouse over the hamburger icon to open the menu.

2. Click on Work Plan to expand. 

3. Click on the type of work plan you want: By Test Type, By Panel Type,  By Unit or By Priority.

The work plan by test type page will be displayed.

4. Select the Test Type from the drop-down menu. 

The work plan will appear shown below. The work plan lists all orders for that Test, Panel, Unit  or Priority that need to be done, along with the Patient ID (Subject Number), Received Date, Technician ID and other information depending on your local configuration. They are listed in order by lab number at the top of the page the number of Total Tests on the work plan. A Red Flag next to an order indicates that either the sample or order has been reported for a non-conforming event.  

5. To create a work plan by Panel type, Unit type or By Priority follow steps 1-4.

6. Check the Remove checkbox next to the lab number to remove a test from the workplan. This can be used to create different work plans for different technicians, see the illustration below;

7. To print the work plan, verify that all the tests that you want in the workplan appear then click on the Print Work plan button. 

A new window will open with a PDF version of the work plan. This can be printed from your browser application.