Use the Westgard Advisor™ online Wizard

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 Wizard option and click OK.
7. The Configure Rule Selection Wizard – Step 1 of 4 dialog box appears with two rule generation options:
   • All lot numbers
     Select this option to generate rules for all identical tests in all lot numbers within the lab number.
   • Specific lot number
     Select this option to generate rules only for tests within the selected lab and lot combination.
8. Click Next.

   The Configure Rule Selection Wizard – Step 2 of 4 dialog box appears with the following message:

   What date range should be used to compute performance estimates from your laboratory data?

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. Click Next.

    The Configure Rule Selection Wizard – Step 3 of 4 dialog box appears with the following message:

    Which level should be used to compute performance estimates from your laboratory data?

    SPC rules are suggested by analyte. If testing more than one level of control, select a single level to compute performance estimates for the analyte.

12. Select an option for the lot:
    • By Level
      Select this option to specify a control level to use for the calculations. The level selected is used for all tests. 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:

      Highest Total Error (resulting in conservative settings)

      Lowest Total Error (resulting in optimistic settings)

13. Click Next.

    The Configure Rule Selection Wizard – Step 4 of 4 dialog box appears with the following message:

    Which Group do you want to compare to?

    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.

14. Select a consensus group option and click Finish.

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

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