PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User

End User Guide/Tutorial

Version 1.0

Client Name:

General Release

Subject:

StemLab

Title:

Consumable Tracking

Prepared By:

Christine Lam

109656164.doc

Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data

Entry User Guide

Table of Contents

1. Document Control Sheet ....................................................................................... 1 2. Purpose ................................................................................................................... 1 3. Logging into the application ................................................................................. 2 4. Viewing Consumable Records .............................................................................. 3 5. Receipt of Consumables from Outside Vendors ................................................. 4 6. Flagging Consumable Lot Numbers to be used in Processing ......................... 6 7. Printing the list of Consumable Lot Numbers to be used in Processing .......... 7 8. Linking Consumable Lot Numbers to a Process Record ................................... 8 9. Flagging Consumable Lot Numbers that have been Depleted ......................... 11 10. Flagging Consumable Lot Numbers that have Expired……………………….. 11 109656164.doc Page i ? 2009 Copyright STEMSOFT Software, Inc. All Rights Reserved. Last Edit Date: 12/22/2010 12:04 AM

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data

Entry User Guide

1. Document Control Sheet General Information

Project Name Project Manager Business Owner (Key Sponsor) Provider Single Point of Contact StemLab General Release

Consumable

Tracking

Document Preparation Information

Author Date Organization Name Christine Lam STEMSOFT Software, Inc.

Phone Number E-Mail

1.800.671.3234

File Location (link)

Distribution and Approvals

Name Title and Organization Signature Approval Date

General Release Informational

Christine Lam STEMSOFT Software, Inc. Author Change History

Version Date Change Description Approved By 0.0 2009-05-21 Template 1.0 2009-11-24 Sample User Guide describing proposed consumable workflow 109656164.doc Page 1 ? 2009 Copyright STEMSOFT Software, Inc. All Rights Reserved. Last Edit Date: 12/22/2010 12:04 AM

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User Guide

2. Purpose

This StemLab? User's tutorial is provided to customers in order to assist the key operational

administrator (key user) with the task of training their end users with consumable tracking and data entry

using the suggested workflow sample template.

This tutorial describes a suggested work flow dealing with consumable tracking and subsequent association of tracked lot numbers with specific cellular products being processed.

It is the responsibility of the customer’s key operational administrator (key user) to validate the

contents of this document and make any required changes.

It is the responsibility of the customer’s key operational administrator (key user) to validate the

configuration of the StemLab? application prior to use in their laboratory.

109656164.doc Page 1

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement

Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User Guide

3. Logging into the application

1. Launch the StemLab? application

The StemLab? Login dialogue box will display.

2. Select the Stemsoft Production database from the list displayed.

3. In the field labeled User Name, enter your user name.

4. In the field labeled Password, enter your user password.

5. Click OK

The StemLab? application window will display

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User Guide

4. Viewing Consumable Records

The Consumable Tracking Table allows you to enter lot numbers and expiry dates for consumable materials and reagents used in processing.

Lot numbers of consumable materials and reagents tracked in this table can then be associated with during the course of processing specific cellular products.

To view a list of records already that have been previously entered and saved in your database:

1. Select the Tools; Consumables menu option to open the Consumable Tracking table.

2. If the Search Criteria area is not displayed, click the Show Filter button.

3. To display a list of consumables already logged into inventory click the Retrieve button.

NOTE: You can limit the list that is

retrieved by applying filtering criteria.

109656164.doc Page 3

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement

Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User Guide

5. Receipt of Consumables from Outside Vendors Each record (row) entered into the Consumable Tracking Table represents a single shipment of the

specific consumable item and is assigned a unique internal System ID tracking number.

The status assigned to each shipment controls whether or not the particular lot number is made available

in the lists displayed in the process record.

The user will assign a status of Quarantined to each new shipment.

1. To enter the receipt of a new shipment, click the Edit button.

The form displays 10 empty rows.

2. In the field labeled Vendor, click the drop down arrow to select a value from the list

displayed.

The same value will default into the field labeled Manufacturer.

3. In the field labeled Manufacturer, click the drop down arrow to select a value from the list

displayed, if different from the default value displayed.

4. In the field labeled Type, click the drop down arrow to select a value from the list

displayed.

5. Leave the Catalogue No. field blank.

6. In the field labeled Lot Number, enter the lot number of the consumable material received.

7. In the field labeled Date Received, enter the date the consumable material was received.

8. In the field labeled Expiry Date, enter the expiry date of the consumable material received.

9. Leave the Pkg Quantity, Pkg Unit, Pkg Cost fields blank.

10. In the field labeled Quantity, enter the total number of units of the consumable material

received.

11. In the field labeled Unit, click the drop down arrow to select a value from the list displayed. 109656164.doc Page 4

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement

Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User Guide

12. Leave the Cost field blank.

13. In the field labeled Status, click the drop down arrow to select the value Quarantined

from the list displayed.

14. Leave the Produced For field blank.

15. If required, enter free text comments into the field labeled Comment.

16. Repeat for additional shipments.

17. Click Save.

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User Guide

6. Flagging Consumable Lot Numbers to be used in

Processing

The Status field will be used to indicate which lot numbers are to be used each day for processing.

The user will assign a status of In Use to each lot number that is used during processing. This review should be performed on a daily basis.

1. To update the status of the consumable lot numbers to be used in today’s processing, click

the Edit button.

2. In the field labeled Status, click the drop down arrow to select the value In Use from the

list displayed.

3. Repeat for all consumables that will be used.

4. Click Save.

109656164.doc Page 6

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement

Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

End User Guide/Tutorial StemLab

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User Guide

7. Printing the list of Consumable Lot Numbers to be used

in Processing

The Status field will be used to filter out and display the lot numbers that have been flagged as In Use. The filtered list will then be used to create a bar coded report.

1. In the filter area of the screen:

a. Click to select the status In Use.

b. Click the Retrieve button.

2. Under the Print Labels caption, select All to generate the bar code report.

3. Click the printer icon to print the bar code report.

C23

C79

Each record (row) entered into the Consumable C82 Tracking Table represents a single shipment of the specific consumable item and is assigned a unique internal System ID tracking number. C80

C81

C87

This agreement is subject to the terms and conditions of STEMSOFT’s Professional Services agreement

Confidential, intended only for the recipient Neither this document nor any part may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, microfilming, and recording, or by any information storage and retrieval system, without permission in writing from the publisher

DOCSFORD

PRO-40-FRM-108 StemLab Generic Consumable Tracking Data Entry User