Use the Advanced Option

1. Click the Advisors tab.
2. Click Design QC Rules.
3. Select the lab number from the Lab number list.
4. Select the lot number from the Lot number list.
5. Click the Generate Rule Suggestions link.

   The Westgard Advisor Configure Rule Selection dialog box appears.

6. Select the Advanced option and click OK.

   The Westgard Advisor Advanced Rule Selection dialog box appears.

7. Select a Lot Number Selection option:
   • All Lot Numbers

     Select this option to generate rules for all identical tests in all lot numbers within the lab number.

   • Lot number NNNNN (where NNNNN is a specific lot number)

     Select this option to generate rules only for tests within the selected lab and lot combination.

8. Select a Lot Selection option:
   • By Level

     Select this option to specify a control level to use for the calculations and then select a level from the By Level list.

   • By Performance

     Select this option for Westgard Advisor™ online to evaluate performance statistics from all available levels for each analyte and select an option for the performance:

     Use level with lowest Total Error (resulting in optimistic settings)

     Use level with highest Total Error (resulting in conservative settings)

9. Click the arrow located to the right of First Date and select a beginning date for the range of data.

   Important: The data within the Lab Data Range is used to compute performance estimates such as the mean and coefficient of variation (CV) of the laboratory. Select a representative sample of laboratory data that correlates with the performance expected to achieve in the future.

10. Click the arrow located to the right of Last Date and select an ending date for the range of data.
11. Select a Group option.

    Performance estimates can include bias if a consensus group is selected for comparison. Select This Lab to omit bias from the performance estimates. Otherwise, select Peer, Method, or All Labs for the appropriate consensus group comparison.

12. Select a Group Data Range option:
    • Monthly
    • 6 months
    • Cumulative
13. Click OK.

    By default, the Grid option of Design QC Rules dialog box appears and shows the suggested rules and other statistics.

14. Select the Chart option to view the OPSpecs Chart for the suggested rules. See OPSpecs Chart for more information.