Creating a new template

A template determines what assays are required and what group will be used within the Test Result Entry tool.

About this task

In order to use the Test Result Entry tool, you must have a saved template. If you have not created a template, you will automatically be taken to the Template tab to create one.

Figure: Creating a new Test Result Entry template


Test Result Entry template creation

Procedure

  1. On the Tools menu, click Test Result Entry.
  2. Click the Template tab.
  3. In the Template Name box, enter a name for the template.
  4. In the Group box, select a group.
  5. In the Geenius Default Settings box, select the desired Geenius assay settings.
    • For POS and IND: The Geenius result will default to N/A if HIVRT is NEG or VID is EID. Otherwise it will default to blank if VID is any other value and HIVRT is POS or IND.
    • 3 Test Required: Adds a new entry field for Number of Tests; The Geenius result field will only be enabled when three tests are selected and VID is not EID.
  6. In the QA Testing Scheme box, select the criteria for triggering QA.
    • ALL: QA and tests will be blank (rather than N/A) by default for all results
    • First 15 Only: QA will default to Y for the first 15 results for a household tester.

    • First 15 + All IND. The Schema will flip QA from N to Y for the first 15 instances of a household tester ID, and for any row with ID3 HIVRT = IND

    • First 25 + ALL IND: QA will = Y for all non-Geenius tests for the first 25 rows for a given household tester ID and for any row with HIVRT = IND
    • First 50 + 20 NEG + All IND + All DEC: QA will default to Y for the first 50 results for a household tester, as well as every 20th NEG result and all IND results and all DEC results
    • First 50 + 20th NEG + ALL IND and POS: QA will default to Y for the first 50 results for a household tester, as well as every twentieth NEG result and all IND results and all POS results.
    • First 50 + 20th NEG + ALL IND: QA will default to Y for the first 50 results for a household tester, as well as every twentieth NEG result and all IND results
    • First 50 + 20th NEG + POS + ALL IND: QA will default to Y for the first 50 results for a household tester, as well as every twentieth result that is NEG or POS, and all IND results
  7. Optional: Select the Deactivate the 'First 50' aspect of the QA scheme option.

    If selected, this option will override the QA Testing Schema setting. All other QA settings will still apply.

  8. Optional: to mark a template as inactive, deselect the Active option.

    If this option is deselected, the template will not appear in the TREM results tab template drop down.

  9. For each assay for which results will be entered:
    1. In the Test Suite section, click Add.
    2. In the Test column, select the assay.
    3. In the Open for EID column, select Y or N.
      This determines whether visits with the EID code (Early Infant Diagnosis) will have test change from N/A to blank when QA is Y.
    Note:

    Certain tests include additional special functionality if added to a template:

    Geenius
    Geenius Tester column will also be added to the template. The user will have the ability to manage Geenius results using Geenius Default settings, Geenius specific filters, and the Geenius worksheet.
    HBV
    HBV tester column will also be added to the template. The user will have the ability to manage HBV results using HBV specific filters and the HBV worksheet. HBV default settings follow special logic associated with HIVRT=DEC.
    Syphilis
    Syphilis tester column will also be added to the template. The user will have the ability to manage Syphilis results using Syphilis specific filters and the Decliners worksheet. Syphilis default settings follow special logic associated with HIVRT=DEC.
    CD4
    CD4 Done and CD4 Tester columns will also be added to the template. CD4 Done has special default logic to set Y where HIVRT=POS or IND. The user will have the ability to manage CD4 results using CD4 specific filters and the CD4 worksheet
    Note: For PHIA, laboratories are expected to enter all results onto the same template. Geenius should not be put onto a separate template. When creating templates the Geenius assay should be added as row 1 and the Open for EID set to Y test as row 2.
  10. Once all tests are added to a template, click the Add button on the LDMS toolbar.