Set SPC Rules at the Lot Level

Note: View tests by lab number or by panel. Set up a panel before selecting rules for the panel. See Create a Panel and Add Tests for more information.

1. Log in as a user with the Edit test settings/rules permission.
2. Click the Configure tab.
3. Click Rules/Settings.
4. Select the Lab or Panel option.
5. Select the lab number or panel name from the Lab or Panel list.
6. If using the Lab option, select the lot number from the Lot list.
7. Select a test from the Test list.
8. Click Rules.
9. Select an option (Reject, Warn, or Off) for each SPC rule.

   Note: Click the rules button to display information on rule application. If the application of the rule is within or across control material, click the option button to view the applicable display.

   The status of each rule is indicated in the Status column using the symbols shown below:

   

10. Select the Apply to check box.
11. Select the appropriate option:
    • Select the This lot option to apply the rules and/or settings to all tests in the lot, or
    • Select the All labs for this lot option to apply the rules and/or settings to all tests run on this control material in the software.
12. Select the appropriate option to apply the changes:
    • Select the Apply Rules/Settings option to apply the changes to both the Rules and Settings.
    • Select the Apply Rules only option to apply the changes to the Rules only.
    • Select the Apply Settings only option to apply the changes to the Settings only.

      Note: Click Disable SPC Rules to set all the rules to off. Click Default Settings to return the rules to their default settings.

13. Click Save.
    • The following message appears if you selected the This lot option in step 11:

      Best practices in process control require laboratories to establish quality specifications and set appropriate process control rules (Westgard Rules) to meet those specifications for each test. In keeping with good laboratory practice, Bio-Rad recommends that, where appropriate, process control rules should be set on a test-by-test basis. Do you want to apply these SPC rules to all tests within the current lab and lot?

    • The following message appears if you selected the All labs for this lot option in step 11:

      Best practices in process control require laboratories to establish quality specifications and set appropriate process control rules (Westgard Rules) to meet those specifications for each test. In keeping with good laboratory practice, Bio-Rad recommends that, where appropriate, process control rules should be set on a test-by-test basis. Do you want to apply these SPC rules to each test in the lot for all active lab numbers?

14. Click OK.