HemaTrax® ClientUser Guide

By Larry Cullen & Brian Kirkpatrick

Digi-Trax Corporation650 Heathrow DriveLincolnshire, Illinois

60069

March 2012

Copyright © 2012 by Digi-Trax CorporationAll rights reserved

HemaTrax is a registered trademark of Digi-Trax Corporation

THIS DOCUMENT'S CONTENTS ARE SUBJECTTO CHANGE WITHOUT ANY NOTIFICATION.

Table of ContentsHemaTrax® Blood Product Labeling Software...........................................................................................1

Why Unity?.............................................................................................................................................1HemaTrax Print Server............................................................................................................................1HemaTrax Client Application ................................................................................................................1Software Release (Build) Number..........................................................................................................1

Hardware and Software Requirements........................................................................................................3Hardware Requirements..........................................................................................................................3Software Requirements...........................................................................................................................4

Installation ...................................................................................................................................................5Installation Choices......................................................................................................................................5

Client/Master Server...............................................................................................................................5Client/Slave Server..................................................................................................................................5Standalone...............................................................................................................................................6

HemaTrax® Unity Log-In Window.............................................................................................................7User ID....................................................................................................................................................7Password.................................................................................................................................................8Server IP Address....................................................................................................................................8

Client/Master Server...........................................................................................................................8Client/Slave Server.............................................................................................................................8

Server Port Number.................................................................................................................................9OK...........................................................................................................................................................9Password Lease Timeout.......................................................................................................................10

New Password..................................................................................................................................10Re-Enter Password...........................................................................................................................10Reuse of Passwords..........................................................................................................................10Password Length...............................................................................................................................11

Connection Failure Warning Dialog......................................................................................................11Master/Slave Server Synchronization........................................................................................................13

Database Synchronization Process........................................................................................................13Synchronization Completion.................................................................................................................13

Log-In Time Out Window..........................................................................................................................15Time Out Window.................................................................................................................................15

User ID.............................................................................................................................................16Password...........................................................................................................................................16OK....................................................................................................................................................17Quit...................................................................................................................................................17Help..................................................................................................................................................17

HemaTrax® Client Application Window...................................................................................................18HemaTrax Client Menu Bar..................................................................................................................18HemaTrax Client Window, Left Control Panel.....................................................................................19

Set To Scan Mode.............................................................................................................................20Select Label......................................................................................................................................20Select Printer....................................................................................................................................20Divided Unit.....................................................................................................................................20Div 1 and Div 2................................................................................................................................21Offsets Panel.....................................................................................................................................21

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X Offset........................................................................................................................................21Y Offset........................................................................................................................................21Set Button....................................................................................................................................21

Number of Labels.............................................................................................................................21Print..................................................................................................................................................22Clear Quadrants................................................................................................................................22Clear.................................................................................................................................................22

HemaTrax Client Window, Right Panel................................................................................................23QI Quadrant......................................................................................................................................24QII Quadrant ....................................................................................................................................25QIII Quadrant...................................................................................................................................26QIV Quadrant...................................................................................................................................27

QI - Donation Identification Number and Collection Facility...................................................................28Facility Identification Number..............................................................................................................28Collection Year......................................................................................................................................29Serial Number.......................................................................................................................................29Flag Characters......................................................................................................................................29Include Check Digit..............................................................................................................................30Collection Date and Time......................................................................................................................30Date Selector.........................................................................................................................................30Time Selector........................................................................................................................................31Facility Maintenance.............................................................................................................................31Find Facility..........................................................................................................................................31OK.........................................................................................................................................................32Cancel....................................................................................................................................................33

QII - ABO-Rh............................................................................................................................................34Blood Group/Rh Factor.........................................................................................................................34Intended Use..........................................................................................................................................34Phenotype Information..........................................................................................................................34

Anti-Kell Results..............................................................................................................................35Anti-C/Anti-c Results.......................................................................................................................35Anti-E/Anti-e Results.......................................................................................................................36Miltenberger (Mi III) Results...........................................................................................................36

OK.........................................................................................................................................................36Cancel....................................................................................................................................................37

QIII - Find Product.....................................................................................................................................38Product Code.........................................................................................................................................39Direct Product Code Entry....................................................................................................................39Product Intended Use............................................................................................................................40Search Panel..........................................................................................................................................41

Product Category..............................................................................................................................41Product Modifier..............................................................................................................................42Anticoagulant...................................................................................................................................42Additive Solution..............................................................................................................................42Storage Temperature.........................................................................................................................42Draw Volume....................................................................................................................................42Manufacturing Caution.....................................................................................................................43

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Irradiated...........................................................................................................................................43System Opened.................................................................................................................................43Search...............................................................................................................................................43Clear.................................................................................................................................................44

Search for Licensed Products by Facility..............................................................................................44Qwik-Pik List........................................................................................................................................45

Select................................................................................................................................................45Cancel...............................................................................................................................................45Edit List............................................................................................................................................45

Edit, OK and Cancel.............................................................................................................................45Edit...................................................................................................................................................46OK....................................................................................................................................................46Cancel...............................................................................................................................................47

QIV - Expiration Date and Time................................................................................................................48Product Selection and Display Controls...............................................................................................48Product Find Controls...........................................................................................................................48

Product Code....................................................................................................................................49Find Product ....................................................................................................................................49

Expiration Date and Time Controls.......................................................................................................50Expiration Date.................................................................................................................................50Expiration Time................................................................................................................................51

Special Testing Controls........................................................................................................................51Special Testing: General...................................................................................................................51Special Testing: Red Blood Cell Antigens (012)..............................................................................52Special Testing: Platelet HLA and Platelet Specific Antigens (014)................................................53Special Testing Message (No Bar Code)..........................................................................................53

Processing Facility Information............................................................................................................54Facility World Code..........................................................................................................................55Find Facility......................................................................................................................................55Processing Legend............................................................................................................................55Facility Information Memo Box.......................................................................................................55Include FDA License Number..........................................................................................................55Clear.................................................................................................................................................55

OK.........................................................................................................................................................55Exit........................................................................................................................................................56

Special Testing - General...........................................................................................................................56N Code Selection Grid..........................................................................................................................57Include Bar Code Check Box................................................................................................................57Edit Button............................................................................................................................................57OK Button.............................................................................................................................................57Cancel Button........................................................................................................................................58

Special Testing: Platelet HLA, Platelet Specific Antigens........................................................................59Specifying Bar Code Content................................................................................................................59Bar Code Content Selection Boxes ......................................................................................................60Include Barcode....................................................................................................................................61Label Text..............................................................................................................................................61

Special Testing: Red Blood Cell Antigens.................................................................................................63

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Specifying Bar Code Content................................................................................................................63Bar Code Content Selection Boxes ......................................................................................................64Erythrocyte Antigen Selection Grid......................................................................................................65Include Barcode....................................................................................................................................66Label Text..............................................................................................................................................66

ISBT Label Printing...................................................................................................................................67Operations Common to All Label Printing...........................................................................................67

Select Label......................................................................................................................................67Select a Printer..................................................................................................................................68Divided Unit Panel...........................................................................................................................68

Divided Unit................................................................................................................................69Div. 1, Div. 2................................................................................................................................69

Offsets...............................................................................................................................................69X:.................................................................................................................................................69Y:..................................................................................................................................................69Set................................................................................................................................................70

Number of Labels.............................................................................................................................70Print..................................................................................................................................................70

Print ABO-Rh (ISBT 128) Label..........................................................................................................71Print Product (ISBT 128) Label............................................................................................................72Print Expiration Date and Time Label..................................................................................................73Print ABO-Rh and Expiration Date and Time Label............................................................................74Print Product and Expiration Date and Time Label..............................................................................75Print Full Face Label.............................................................................................................................76

Maintenance...............................................................................................................................................77Facility Information..............................................................................................................................77Licensed Product by Facility.................................................................................................................77NCode List............................................................................................................................................78Printer Port Configuration.....................................................................................................................78Product Maintenance Selection.............................................................................................................78Qwik-Pik Product List...........................................................................................................................78Security Level Defaults.........................................................................................................................78

Facility Information Maintenance..............................................................................................................80Adding New Facility.............................................................................................................................81Deleting or Updating an Existing Facility's Information......................................................................81Facility Maintenance Window Controls................................................................................................82

Facility World Code..........................................................................................................................82Registration Number........................................................................................................................82License Number................................................................................................................................83Facility Name...................................................................................................................................83Facility City State & Zip..................................................................................................................84License Holder Name.......................................................................................................................84Holder City State & Zip...................................................................................................................84

Licensed Products by Facility Maintenance..............................................................................................85Adding a Licensed Product for a Facility.............................................................................................86

Selecting a Facility...........................................................................................................................86Selecting a Licensed Product............................................................................................................86

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Direct Product Code Entry...........................................................................................................86Search and Select Product Entry..................................................................................................87Product Code Search Panel..........................................................................................................87Drop-Down Selection Boxes.......................................................................................................87Check Boxes................................................................................................................................87Search Button...............................................................................................................................88Searched Products........................................................................................................................88Selection of Searched Products...................................................................................................88

Removing a Licensed Product for a Facility.........................................................................................88Selecting the Facility........................................................................................................................88Selecting Licensed Products.............................................................................................................88Removing Selected Products from the Licensed List.......................................................................89

NCode List Maintenance...........................................................................................................................91NCode Item Selection...........................................................................................................................92Label Text (With Bar Code)..................................................................................................................92Label Text (Without Bar Code).............................................................................................................92Update Button.......................................................................................................................................92Clear Button..........................................................................................................................................92Exit Button............................................................................................................................................92

Printer Port Configuration Maintenance....................................................................................................93Adding/Updating a Printer Port Definition...........................................................................................94Deleting a Printer Port Definition.........................................................................................................94Printer Port Configuration Controls......................................................................................................94

Port Number.....................................................................................................................................94Printer Address.................................................................................................................................95

Serial Printer Address..................................................................................................................95Dotted IP Printer Address............................................................................................................95

Printer Description............................................................................................................................95Printer Model Selection....................................................................................................................95Baud Rate.........................................................................................................................................96COM CRC........................................................................................................................................96Label Form.......................................................................................................................................96Offsets (X, Y)...................................................................................................................................96Add/Update button...........................................................................................................................96Clear button......................................................................................................................................96Port Information String Grid............................................................................................................97Delete button....................................................................................................................................97Exit button........................................................................................................................................97

Product Maintenance.................................................................................................................................99Search For Product Button..................................................................................................................100Product Code Entry Box.....................................................................................................................100Product Maintenance Tabbed Pages....................................................................................................101Product Search Attributes....................................................................................................................101

Product Category............................................................................................................................101Product Modifier............................................................................................................................102Anticoagulant.................................................................................................................................102Additive Solution............................................................................................................................102

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Storage Temperature.......................................................................................................................103Draw Volume..................................................................................................................................103Manufacturing Caution...................................................................................................................103Irradiated.........................................................................................................................................104System Opened...............................................................................................................................104Clear...............................................................................................................................................104

Product Label Information..................................................................................................................104Product Description........................................................................................................................105Product Modifier............................................................................................................................105Product Name.................................................................................................................................105Additive Solution............................................................................................................................106Attributes........................................................................................................................................106Intended Use...................................................................................................................................106Collection / Expiration Date...........................................................................................................106Expiration.......................................................................................................................................106

Period.........................................................................................................................................107Unit............................................................................................................................................107

Additional Information...................................................................................................................107Unknown Volumes and Measures.......................................................................................................107

Prompt #.........................................................................................................................................108Volume Type...................................................................................................................................108Volume or Measure Request Prompt..............................................................................................109>= Low Value.................................................................................................................................109< High Value...................................................................................................................................109

Product Maintenance Window Button Controls.................................................................................109Preview...........................................................................................................................................110Clear All..........................................................................................................................................110Save................................................................................................................................................110Delete..............................................................................................................................................110Exit..................................................................................................................................................111

Qwik-Pik Product List Maintenance........................................................................................................113Adding a Product to the Qwik-Pik List...............................................................................................114

Direct Product Code Entry.............................................................................................................114Search and Select Product Entry....................................................................................................115

Product Code Search Panel........................................................................................................115Drop-Down Selection Boxes.....................................................................................................115Check Boxes..............................................................................................................................115Search Button.............................................................................................................................115Searched Products......................................................................................................................116Selection of Searched Products..................................................................................................116

Deleting Products from the Qwik-Pik List..........................................................................................116Selecting Qwik-Pik List Items for Deletion...................................................................................116Deleting Selected Products from the Qwik-Pik List......................................................................116

Save List Button..................................................................................................................................116Exit Button..........................................................................................................................................117

Security Level Defaults and Custom User Settings Maintenance...........................................................119Security Level / Custom User Name...................................................................................................120

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Security Levels....................................................................................................................................121ISBT-128 Labels and Menu Items Panels...........................................................................................121

ISBT-128 Labels Panel...................................................................................................................122Menu Items Panel...........................................................................................................................123

Maintenance Menu Check Boxes..............................................................................................123Additional Labels Check Boxes................................................................................................124Codabar Labels Check Boxes....................................................................................................124Reports Check Boxes.................................................................................................................125

User Maintenance....................................................................................................................................127Add a New User..................................................................................................................................128Update an Existing User......................................................................................................................128Deactivating a User.............................................................................................................................129Activating a User.................................................................................................................................129User Maintenance Controls.................................................................................................................129

User ID...........................................................................................................................................129User Password................................................................................................................................129First Name......................................................................................................................................129Middle Initial..................................................................................................................................130Last Name.......................................................................................................................................130Unique ID.......................................................................................................................................130Security Level.................................................................................................................................130

Administrator Security Level....................................................................................................130Custom Security Level..............................................................................................................130Supervisor Security Level..........................................................................................................131User Security Level...................................................................................................................131

User Display Control Radio Button Group....................................................................................131Users String Grid............................................................................................................................131Edit Security Levels Button............................................................................................................131Disable Button................................................................................................................................131Activate Button...............................................................................................................................132Cancel Button.................................................................................................................................132

Codabar ABO-Rh Label...........................................................................................................................133Blood Type..........................................................................................................................................134Expiration Date...................................................................................................................................134Expiration Time...................................................................................................................................135Expiration Date Bar Code Format.......................................................................................................135Licensee Name....................................................................................................................................136Licensee City, State and Zip Code......................................................................................................136License Number..................................................................................................................................136Facility Name......................................................................................................................................136Facility City, State and Zip Code........................................................................................................136Registration Number...........................................................................................................................136Expiration Date Bar Code...................................................................................................................137Select Printer.......................................................................................................................................137Number of Labels................................................................................................................................137Printer Set Up......................................................................................................................................137Offsets Panel.......................................................................................................................................137

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X Offset..........................................................................................................................................137Y Offset..........................................................................................................................................138Set Button.......................................................................................................................................138

Print.....................................................................................................................................................138Clear....................................................................................................................................................139Exit......................................................................................................................................................139

Codabar Autologous Label......................................................................................................................141Expiration Date...................................................................................................................................142Expiration Time...................................................................................................................................142Expiration Date Bar Code...................................................................................................................143Collection Date Panel..........................................................................................................................143

Select Date......................................................................................................................................143Date Format....................................................................................................................................144Collection Date...............................................................................................................................145

Patient Name.......................................................................................................................................145Blood Type..........................................................................................................................................145Hospital Name.....................................................................................................................................145Patient ID............................................................................................................................................145Licensee Name....................................................................................................................................145Licensee City, State and Zip Code......................................................................................................145License Number..................................................................................................................................145Facility Name......................................................................................................................................146Facility City, State and Zip Code........................................................................................................146Registration Number...........................................................................................................................146Processing Message............................................................................................................................146Select Printer.......................................................................................................................................146Number of Labels................................................................................................................................146Printer Set Up......................................................................................................................................146Offsets Panel.......................................................................................................................................147

X:....................................................................................................................................................147Y:....................................................................................................................................................147Set...................................................................................................................................................147

Print.....................................................................................................................................................147Clear....................................................................................................................................................148Exit......................................................................................................................................................148

Codabar Donation ID Set Label...............................................................................................................149Format File..........................................................................................................................................150Bar Code Number...............................................................................................................................150Donation Number................................................................................................................................150Select Printer.......................................................................................................................................150Printer Set Up......................................................................................................................................150Offsets Panel.......................................................................................................................................150

X:....................................................................................................................................................150Y:....................................................................................................................................................150Set...................................................................................................................................................151

Print.....................................................................................................................................................151Clear....................................................................................................................................................151

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Exit......................................................................................................................................................151Codabar Expiration Date and Time Label...............................................................................................153

Select Date..........................................................................................................................................154Select Time..........................................................................................................................................154Format Eye Readable..........................................................................................................................155

Date Format....................................................................................................................................155Time Format...................................................................................................................................155Time Position Panel........................................................................................................................155

Bar Coded Expiration Date.................................................................................................................156Eye Readable Date/Time.....................................................................................................................156Select Printer.......................................................................................................................................156Number of Labels................................................................................................................................156Printer Set Up......................................................................................................................................156Offsets Panel.......................................................................................................................................156

X:....................................................................................................................................................156Y:....................................................................................................................................................156Set...................................................................................................................................................157

Print.....................................................................................................................................................157Screen Reset........................................................................................................................................157Exit......................................................................................................................................................157

Codabar Product Label............................................................................................................................159Title.....................................................................................................................................................160Product Code.......................................................................................................................................160Attributes: Line 1, Line 2, Line 3........................................................................................................160Information: Line 1 through Line 5....................................................................................................160Select Printer.......................................................................................................................................160Number of Labels................................................................................................................................160Printer Set Up......................................................................................................................................160Offsets Panel.......................................................................................................................................160

X:....................................................................................................................................................161Y:....................................................................................................................................................161Set...................................................................................................................................................161

Print.....................................................................................................................................................161Clear....................................................................................................................................................161Exit......................................................................................................................................................162

Instruction Label......................................................................................................................................163Title.....................................................................................................................................................164Text Justify..........................................................................................................................................164Label Lines: Line 1 through Line 10...................................................................................................164Select Printer.......................................................................................................................................164Number of Labels................................................................................................................................164Printer Set Up......................................................................................................................................164Offsets Panel.......................................................................................................................................164

X:....................................................................................................................................................165Y:....................................................................................................................................................165Set...................................................................................................................................................165

Print.....................................................................................................................................................165

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Clear....................................................................................................................................................165Exit......................................................................................................................................................166

Intended Recipient Label.........................................................................................................................167Patient Name.......................................................................................................................................168ID Number..........................................................................................................................................168Hospital...............................................................................................................................................168Birth Date............................................................................................................................................168

Select Date......................................................................................................................................169Date Format....................................................................................................................................169Birth Date.......................................................................................................................................170

Collection Date....................................................................................................................................170Select Date......................................................................................................................................170Date Format....................................................................................................................................170Collection Date...............................................................................................................................170

Product Code.......................................................................................................................................170Irradiated.............................................................................................................................................171Leukocyte Reduced.............................................................................................................................171Other Product......................................................................................................................................171Blood Relative ....................................................................................................................................171Donation Type.....................................................................................................................................171Select Printer.......................................................................................................................................172Number of Labels................................................................................................................................172Printer Set Up......................................................................................................................................172Offsets Panel.......................................................................................................................................172

X:....................................................................................................................................................172Y:....................................................................................................................................................173Set...................................................................................................................................................173

Print.....................................................................................................................................................173Clear....................................................................................................................................................173Exit......................................................................................................................................................173

Unit ID Set Label.....................................................................................................................................175Format File..........................................................................................................................................176Facility Identification Number............................................................................................................176Collection Year....................................................................................................................................176Serial Number.....................................................................................................................................176Flag Characters....................................................................................................................................176Include Check Digit............................................................................................................................176Select Printer.......................................................................................................................................176Number of Labels................................................................................................................................177Printer Set Up......................................................................................................................................177Offsets Panel.......................................................................................................................................177

X:....................................................................................................................................................177Y:....................................................................................................................................................177Set...................................................................................................................................................177

Print.....................................................................................................................................................177Clear....................................................................................................................................................178Exit......................................................................................................................................................178

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Wallet ID Card.........................................................................................................................................179Title.....................................................................................................................................................180Subtitle................................................................................................................................................180Facility Name......................................................................................................................................180Facility Address...................................................................................................................................180Facility City, State and Zip Code........................................................................................................181Telephone Description 1......................................................................................................................181Telephone Number 1...........................................................................................................................181Telephone Description 2......................................................................................................................181Telephone Number 2...........................................................................................................................181Footer Line..........................................................................................................................................181Donor Name........................................................................................................................................182Donor Address Line 1.........................................................................................................................182Donor Address Line 2.........................................................................................................................182Donor City, State and Zip Code..........................................................................................................182Donor Telephone Number...................................................................................................................182Donor ID Number...............................................................................................................................182Donor Blood Type...............................................................................................................................182Select Printer.......................................................................................................................................183Number of Labels................................................................................................................................183Printer Set Up......................................................................................................................................183Offsets Panel.......................................................................................................................................183

X:....................................................................................................................................................183Y:....................................................................................................................................................183Set...................................................................................................................................................183

Print.....................................................................................................................................................184Clear....................................................................................................................................................184Exit......................................................................................................................................................184

Patient Wristband.....................................................................................................................................185Custom Label...........................................................................................................................................187Activity Log Report.................................................................................................................................189

Start Date.............................................................................................................................................190End Date..............................................................................................................................................190Search..................................................................................................................................................190Include Key.........................................................................................................................................190Print.....................................................................................................................................................191Activity Log Report............................................................................................................................191

Database Report.......................................................................................................................................195Select a Database.................................................................................................................................196Alternate Product Codes.....................................................................................................................197

Reporting Range Panel...................................................................................................................197All Products...............................................................................................................................197Range of Products......................................................................................................................198Starting Code.............................................................................................................................198Ending Code..............................................................................................................................198Search........................................................................................................................................198Product Display.........................................................................................................................198

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Print............................................................................................................................................198Alternate Product Codes Report.....................................................................................................199

Facility Information............................................................................................................................201Print................................................................................................................................................201

Facility Information Report.................................................................................................................202Licensed Products...............................................................................................................................203

Select a Facility..............................................................................................................................203Reporting Range Panel...................................................................................................................203

All Products...............................................................................................................................204Range of Products......................................................................................................................204Starting Code.............................................................................................................................204Ending Code..............................................................................................................................204Search........................................................................................................................................204Product Display.........................................................................................................................204Print............................................................................................................................................205

Licensed Product Report................................................................................................................206NCode List..........................................................................................................................................207

Reporting Range Panel...................................................................................................................207All Codes...................................................................................................................................208Range of Codes..........................................................................................................................208Starting Code.............................................................................................................................208Ending Code..............................................................................................................................208Search........................................................................................................................................208

NCode List Display........................................................................................................................208Print................................................................................................................................................209

Product Codes.....................................................................................................................................211Reporting Range.............................................................................................................................211

Starting Code.............................................................................................................................211Ending Code..............................................................................................................................212Search........................................................................................................................................212

Product Codes Display...................................................................................................................212Print............................................................................................................................................213

Product Codes Report.....................................................................................................................213Label Audit Report...................................................................................................................................215

Label Audit Reports............................................................................................................................215Select Label Type................................................................................................................................216Select Report.......................................................................................................................................216Start Date.............................................................................................................................................217End Date..............................................................................................................................................217Search..................................................................................................................................................217Include Key.........................................................................................................................................218Print.....................................................................................................................................................218Label Audit Report Preview................................................................................................................218Printed Label Audit Report.................................................................................................................219

Key.................................................................................................................................................220Verification Report...................................................................................................................................222

Scan and View Mode...........................................................................................................................222

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Bar Code Scanning..............................................................................................................................223Prompt for unknown intended use......................................................................................................223Unknown intended use resolved on product bar code scan................................................................223Scanning Bar Codes and Building the Report.....................................................................................224Save.....................................................................................................................................................224Clear....................................................................................................................................................225Print.....................................................................................................................................................225After Report Preview..........................................................................................................................226

No...................................................................................................................................................226Yes..................................................................................................................................................226

Exit......................................................................................................................................................226Verification Report Example...............................................................................................................226

Report Preview.........................................................................................................................................228File.......................................................................................................................................................228

Open ..............................................................................................................................................229Save As ..........................................................................................................................................230

File name...................................................................................................................................230Save as type...............................................................................................................................230

Print ...............................................................................................................................................231Selected Printer..........................................................................................................................231Print Range................................................................................................................................231Options.......................................................................................................................................231OK..............................................................................................................................................231Cancel........................................................................................................................................232Setup..........................................................................................................................................232

Exit ................................................................................................................................................232Page.....................................................................................................................................................233

First ...............................................................................................................................................233Previous .........................................................................................................................................233Next ...............................................................................................................................................233Last ................................................................................................................................................233Go to Page......................................................................................................................................233

Zoom...................................................................................................................................................234Zoom In .........................................................................................................................................234Zoom Out .......................................................................................................................................234Fit to Page ......................................................................................................................................234Fit to Page Width ...........................................................................................................................234

Options.....................................................................................................................................................235Quad III (Product) Click Brings Up QwikPik List.............................................................................235

Scanning Options.....................................................................................................................................236Prompt for Unknown Intended Use on Scan.......................................................................................236.............................................................................................................................................................237.............................................................................................................................................................237.............................................................................................................................................................237.............................................................................................................................................................237.............................................................................................................................................................237.............................................................................................................................................................237

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Unknown Intended Use Resolved on Product Code Scan..................................................................237Log Out....................................................................................................................................................239

User ID...........................................................................................................................................240Password.........................................................................................................................................240OK..................................................................................................................................................240Quit.................................................................................................................................................241Help................................................................................................................................................241

Message Codes.........................................................................................................................................242ABO-Rh or Blood Type (Codabar) Codes..........................................................................................242ABO-Rh or Blood Type (ISBT) Codes...............................................................................................243Anti-C, Anti-c Test Codes...................................................................................................................244Anti-E, Anti-e Test Codes...................................................................................................................245Donation Type / Intended Use Codes..................................................................................................245Expiration Month Codes (Codabar)....................................................................................................246ICCBBA Intended Use Attribute Codes..............................................................................................247Kell Test Codes...................................................................................................................................247Label Form Codes...............................................................................................................................247Miltenberger Test Codes.....................................................................................................................248Printer Model Codes...........................................................................................................................248Product Life Unit Codes......................................................................................................................249Required Date Codes...........................................................................................................................249Unknown Content/Volume Codes.......................................................................................................250

Abbreviations...........................................................................................................................................252

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HemaTrax® Client User GuideHemaTrax Blood Product Labeling Software

HemaTrax® Blood Product Labeling SoftwareThis section of the User Guide explores the HemaTrax software differences between the previous release of the HemaTrax Print Server or Standalone applications and the HemaTrax "Unity" release.

Why Unity?The design and development project of the new client application and the enhancements of the print server application to support it were given the code name of "Unity" by the Digi-Trax software developers. The goal for the Unity project was to unify the two products, the HemaTrax Standalone and the HemaTrax Print Server, into a single product.

HemaTrax Print ServerOne component of the new Unity release is a print server that works much like previous releases of the HemaTrax Print Server service application. All of the print server messages from the previous release are still included in the Unity release. For the most part the messages of the previous release work the same in the new Unity release. There are a few print server messages for which changes had to be made. As a result of these changes some Laboratory Information System (LIS) software vendors may have to make adjustments in their interfaces in order to fully use the new print server release. If you are strictly a HemaTrax Standalone application user, then you will not need to concern yourself with these details. If, on the other hand, you are using the print server software interfaced to an LIS vendor application, then you will need to check with your software supplier to confirm that the new HemaTrax release has been validated with the LIS software you are using.

HemaTrax Client ApplicationThe new client and server application can be installed to either coexist with the previous release of the HemaTrax Standalone application or the Standalone application may be uninstalled and the new HemaTrax Unity Client/Server may be installed to replace it. The new HemaTrax client program also replaces the utility client program (HTClient.exe) that shipped with the former release of the print server. The new client program provides a full production quality label manufacturing application. The new client includes significant changes to the user interface and many enhancements targeted at providing an improved user experience. Previous users of the Standalone application should find the new interface to be efficient and intuitive.

Software Release (Build) NumberThe best way to identify a release of the software is through the build number established for each product release. When this document was being written the alpha test copy of the software installation wizard had a build number of 11220.1500. Any number equal to or greater than that build number will be a copy of the new HemaTrax software release and include the new client interface documented here.

The build number is composed of a date part and a time part separated by a decimal point. To the left of the decimal point is the two digit year followed by the three digit numeric day of the year. To the right of

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HemaTrax® Client User GuideHemaTrax Blood Product Labeling Software

the decimal point in the build number is the two digit hour followed by the two digit minute in which the wizard, application, or library was created.

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HemaTrax® Client User GuideHemaTrax Software Requirements

Hardware and Software RequirementsCertain hardware and software features are required in order to support the full capabilities of the HemaTrax software. The following paragraphs and tables describe the system hardware and software configurations that are required or are optional to support HemaTrax.

Hardware RequirementsThe table below lists hardware requirements and options that are needed or that support operation when installing or using HemaTrax software.

HardwareComponent

DescriptionAdditional Information

386 Windows Compatible Processor clocked at 1 GHz

A broad range of 32 and 64 bit CPUs manufactured by both AMD and Intel satisfy the computer processor requirements. Most processors now operate and clock rates of 1 GHz or higher.

1 Gigabytes RAMThe memory requirement listed here is for a HemaTrax LOCAL server and client application. A master server that is servicing multiple threads should be given more memory capacity (4 Gigabytes or more).

10 Gigabytes Disk Drive Capacity

HemaTrax software initially will require about 32 MBytes of disk space. Log files and data tables will increase in size over time. Today most systems include hard drives with at least 250 Gigabyte capacity.

CD or DVD DriveIf the HemaTrax software is to be installed from a CD, then a CD or DVD drive will be required. Most current systems include a CD or DVD drive.

Network Card A network card must be installed even if the HemaTrax software is operating in standalone mode.

800x600 Color Monitor or better and Graphics Card

The higher the graphics resolution the better. 800x600 is a minimum requirement.

Keyboard and Mouse Standard equipment on Wintel PC systems.

Ink jet or Laser Printer Reports produced by the HemaTrax software are configured to print on an Ink jet or Laser printer capable of 300 dpi resolution or better.

Thermal Label Printer

Either a SATO CL412e or Zebra Technologies Z4M or equivalent printers with Digi-Trax blood bank printer enhancements* is required to print blood product labels. These printers are 300 dpi resolution and have internally stored outline fonts and biohazard symbols.

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HemaTrax® Client User GuideHemaTrax Software Requirements

Note: *It is important to note here that Digi-Trax printers with the appropriate blood bank firmware, font and graphics enhancements must be used with HemaTrax software. Standard "off-the-shelf" printers do not have the supported font commands and graphics used by the HemaTrax software.

Software RequirementsThe table below lists software requirements and options that are needed in order to install or use HemaTrax software.

SoftwareComponent

DescriptionAdditional Information

Microsoft Windows OS

Windows 7, Windows 10, 2008 Server R2 or 2012 Server R2All 32 or 64 bit

Which OS product is used depends on how the HemaTrax Print Server component will be used. All of these OS products will support the HemaTrax software functionality.

Drivers

The drivers appropriate for the report printer, networking and graphics cards must be installed and configured.

DO NOT INSTALL ANY MANUFACTURER PROVIDED WINDOWS DRIVERS FOR THE THERMAL LABEL PRINTERS!!!

4

HemaTrax® Client User GuideInstallation

InstallationThe mechanics of the actual installation process is covered in a separate document supplied on the installation CD-ROM. This portion of the guide describes the three install choices that can be made by the user and how these choices determine the operational capabilities of the HemaTrax software installed.

Installation ChoicesThe installation wizard allows the installer one of three possible installation configurations as follows:

1. Client/Master Server2. Client/Slave Server3. Standalone

In the paragraphs that follow the functional characteristics of each of these installation selections is provided. If, based on the information provided, your installation selection doesn't appear to fit your operations, then you may uninstall and then re-install making the appropriate choice.

Important Note:Any site that intends to operate with both Client/Master and Client/Slave installations must first install one or more Client/Master systems and create or migrate the User ID/Password table on to the Master Servers before installing the Client/Slave systems.

Client/Master ServerInstallation using the Client/Master Server selection makes sense if you intend a master (central) server to support one or more workstations running Client/Slave server installations and/or if the site incorporates a laboratory information system (LIS) that is interfaced to the HemaTrax Master Server for printing blood product labels. A system installed with the "Client/Master" selection will include both a Master Server service application and the HemaTrax Client application. The master server accepts label print requests from the client on the same system as well as from clients loaded on other workstations and from any LIS that has been interfaced to the HemaTrax Server. The HemaTrax Clients share the database tables of the Master Server and depending on the authority given to users, they may be able to access and change data stored in the master server's database.

Client/Slave ServerInstalling with the Client/Slave Server selection makes sense if at least one other system on the network has been installed with the Client/Master Server selection. The Client/Slave Server installation copies both the HemaTrax Slave Server service and the Client application onto the target workstation. The local SLAVE server is typically only used when the master server, located on another system, is not available. The HemaTrax Client application is intended to normally communicate with the Master Server.

Unlike a master server, a SLAVE server will not accept connections from clients running on other

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HemaTrax® Client User GuideInstallation

workstations; it will only allow requests from the client application running on the same workstation as the slave server. Any database tables that are added to or changed while the client runs with the slave server will be lost when the client/slave workstation is eventually reconnected to the master server and the tables synchronized with the master server. When the client application is operating with the slave server the activity will be primarily the printing of labels until the master server becomes available once again.

StandaloneThe Standalone installation selection installs a restricted Master Server and the HemaTrax Client on the workstation. In "Standalone" mode the Master Server will only accept connections from users logging onto the same workstation via the HemaTrax Client and not from clients running on other workstations. With "Standalone" mode a user, depending on the user's security level, maintains the local tables and accesses the functionality in a manner similar to prior versions of the HemaTrax Standalone application.

6

HemaTrax® Client User GuideClient Start Up

HemaTrax® Unity Log-In WindowWhen the HemaTrax Client application is started the "HemaTrax Unity Log-In" window illustrated below is displayed.

The window depicted above will appear on a workstation which is installed as either a client/slave server or as a client/master server. A standalone installation will show a window with only the User ID and Password entry boxes.

User IDThe User ID entry box allows for the entry of a user's identification. This entry may be up to ten characters in length. The entry is case sensitive, so be aware of the state of the "Caps Lock" key when entering the User ID. After completing the entry, press the "Tab" key (⇥) to move to the "Password" entry box.

Important Note:For installations where the User's IDs and Passwords have been migrated from a previous installation of the HemaTrax Standalone application, all of the User IDs and Passwords will be uppercase.

PasswordThe Password entry box provides for the entry of a user's password. This edit box allows up to ten characters to be entered. As with the User ID entry the Password entry is case sensitive. See the important note above regarding the character case of User ID's and passwords migrated from a release

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Illustration 1: HemaTrax Unity Log-In window

HemaTrax® Client User GuideClient Start Up

prior to HemaTrax Unity.

Server IP AddressThe Server IP Address serves as a sort of mail box to which the client is sending all of its requests for printing labels or from which to get information. An IP address consists of four numeric fields each field takes a one to three digit number in the range "0" to "255". The Server IP address will be a static address (that is an IP address that does not change) and should be obtained from your IT department or the person in charge of maintaining the operation of the HemaTrax Master Server. Once the IP address has been established, this entry will be automatically filled in based on the initial entry.

Client/Master ServerThe client, running on a system that is installed with a Master Server, will display the IP address of the local machine. By changing this address to that of another Master Server the client can communicate with other Master servers on the network.

Important Note:Each master server maintains its own list of user IDs and passwords. The list of user IDs and passwords is not shared between master servers. In order to switch from one master server to another, a user must have the User ID and Password established on each master server that is to be visited.

Each time the Log-In window is displayed it will default to displaying the IP address of the local machine.

Client/Slave ServerA client running on a system installed with a Slave Server will display an empty IP address the first time the Log-In window is invoked. Users should enter the known static IP address of a Master Server located elsewhere on the network. The master server will be used for all normal day-to-day operations including all table look-ups, label printing, etc. Once the initial IP address is entered, this will become the default IP address shown each time the Log-In window is displayed.

Server Port NumberThe IP address discussed above is used to locate a specific computer within a network of computers. The port number is used to connect to a specific service running on a computer. By default a HemaTrax Server will listen for client requests on port number 5500, however, this port number may have been changed to another number when the Master Server was installed. Sometimes it is necessary to change the port number used by the HemaTrax Print Server in order to avoid a conflict with some other service already running on the same system. Obtain the correct port number from your IT department or from the administrator in charge of the HemaTrax Master Server. Once the port number is entered for the first time it will be remembered the next time the Log-In window is invoked.

8

HemaTrax® Client User GuideClient Start Up

OKClicking on the "OK" button located near the bottom of the Log-In window will perform several tasks as follows:

1. If this is the first time that the Log-In window has been displayed since the client program was installed, then the server IP address and the port number will be stored so that in the future these numbers won't have to be re-entered.

2. Using the IP address and port number displayed in the Log-In window, the master server will be connected to and the user ID and password sent to the server to see if the user is in the list of users. If the user is found and the password is matched then the main menu of the client application will be displayed. If the user and password are not matched then a Warning dialog box will be displayed as shown in the illustration below:

Clicking the "OK" button in the Warning dialog box will cause the dialog box to be closed and the user may then attempt to log in with a different ID and/or password.

Password Lease TimeoutIf the master print server's "Change password every [__] days." setting has a non-zero period specified then user passwords must be changed after the number of days set. If at log in the user's current password is determined to be expired then the dialog box shown in the illustration below will be displayed. When a user's password time period has expired, the user will be requested to establish a new password before they can complete the log-in process.

9

Illustration 2: Log-In Failure Dialog

HemaTrax® Client User GuideClient Start Up

New PasswordThe "New Password" edit box accepts the new password to be established for the user. A password must be at least four characters in length. The user may not reuse a previously defined password for a minimum of twelve previous password entries.

Re-Enter PasswordThe "Re-Enter Password" edit box accepts the new password to be established for the user. If the entries for the "New Password" and the "Re-Enter Password" do not match then the new password will not be accepted.

Reuse of PasswordsThe system keeps a record of the passwords previously used. Attempting to re-use a password is prohibited. If a user attempts to reuse a password a dialog box, such as the one shown below will be displayed. The user must enter a new password.

10

Illustration 3: Change Password window displayed when the password lease time period expires

Illustration 4: Password reuse error dialog

HemaTrax® Client User GuideClient Start Up

Password LengthAs stated in the "New Password" paragraph above, a password must be at least four characters. Attempting to enter a password less than four characters will result in the display of the error dialog box shown below.

Connection Failure Warning DialogIf the master server is unavailable or the connection to the master server has been lost, the user may see the following Warning dialog response to a Log-In attempt:

Important Note:There are many possible reasons for a failure to communicate with another computer on a network. If you get this Warning dialog make sure that the correct IP address and port number have been entered, check that the network cable connection to the workstation is good both at the computer and the wall connection. If the settings and connections appear to be good, then you should call your IT department for further assistance.

Once a valid user ID and password have been accepted, the user will be presented with the primary HemaTrax Client application window or if the use is on a workstation installed with a HemaTrax Slave Server, a master/slave synchronization process is started.

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Illustration 5: Password too short error dialog

Illustration 6: Connection Failure Dialog

HemaTrax® Client User GuideClient Log In Time Out Window

Master/Slave Server SynchronizationThe purpose of the local HemaTrax Slave Server is to provide temporary label printing services in the event that the Master Server is unavailable. It is important that the files and database tables used by the Slave Server are maintained in data synchronization with the files and tables located on the Master Server. To accomplish this, each time the HemaTrax Client application is started a synchronization process is activated. A dialog box will appear on the screen while this process is running. This dialog box is illustrated immediately below:

Database Synchronization ProcessAs mentioned above, the synchronization process is driven by the start up of the HemaTrax Client program. Each table or file on both the slave and master server sides of the of the network connection include a date and time stamp of the last addition or modification. The synchronization process compares the date and time stamps for each table or file. In any case where the date and time stamp of the file on the master server differs from that on the slave server, the data on the slave server is refreshed from the master server and the date and time stamp is then updated on the slave server system.

Typically the synchronization process will run very quickly, often taking just a few seconds to complete. The first time the Client/Slave workstation connects to the Master Server this process may take more time as all of the tables and files will have to be transferred. It is doubtful that the initial synchronization process will take longer than a few minutes.

Synchronization CompletionWhen the synchronization process has finished the user will be presented with the primary HemaTrax Client application window.

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Illustration 7: Database Synchronization Dialog

HemaTrax® Client User GuideClient Log In Time Out Window

13

HemaTrax® Client User GuideClient Log In Time Out Window

Log-In Time Out WindowIf the "Idle time until disconnect [__] minutes." setting of the HemaTrax Print Server has been set to a positive integer value, then the server will log off clients after the approximate established number of minutes have transpired since the last user activity with the server. If the "Idle time until disconnect [__] minutes." setting of the HemaTrax Print Server is set at the default value of "0" (zero), then no time out period is established.

Note:The "Idle time until disconnect [__] minutes." value and the actual time out period from the last activity is approximate. This is to say, that the actual period to timeout may happen up to 59 seconds earlier than the setting. The timeout function is only accurate to the current time in minutes. So, for example, if the "Idle time until disconnect" value is set to 10 and the time of the last activity was 9:50:59, the time out calculation would add 10 to 9:50 and determine that the user would be logged off automatically at 10:00 and not 10:00:59. That's almost a full minute sooner than might be expected.

Time Out WindowWhen the HemaTrax Client application detects that the user's session has timed out, the Log In Time Out window shown in the illustration below will be displayed.

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Illustration 8: Log In Time Out Window (Running asStandalone)

HemaTrax® Client User GuideClient Log In Time Out Window

In order to resume the session the user must re-enter the User ID and Password.

Note:For the log in time out window running as a master or slave install please notice that the “Server IP Address” and “Server Port Number” fields are grayed out and can not be used. If the user wishes to connect to another HemaTrax Print Server they must close the application and restart it.

User IDThe "User ID" edit box provides space for the operator to enter their user ID. The user ID may be up to ten characters and is a case sensitive entry. The "User ID" entry must be at least four characters in length.

Important Note:For installations where the User's IDs and Passwords were migrated from a previous installation of the HemaTrax Standalone application, all of the migrated User IDs and Passwords will be uppercase.

PasswordThe "Password" edit box provides space for the operator to enter their password. The password may be up to ten characters in length and is a case sensitive entry. The minimum Password entry length is four characters.

OKThe "OK" button when clicked will re-establish the user session with the print server. Failure to enter the correct ID and password will cause the following Warning dialog box to be displayed.

15

Illustration 9: Log In Time Out Window (Running as Master or Slave)

HemaTrax® Client User GuideClient Log In Time Out Window

Note:Whatever process was in progress at the time of the timeout will be resumed after re-establishing the user ID and password.

QuitThe "Quit" button, when clicked, will abort the current client window and exit the HemaTrax Client application. Any work that may have been in progress will be lost if the "Quit" button is clicked.

HelpClicking the help button will cause the Adobe PDF document covering the HemaTrax Client to be displayed.

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Illustration 10: dialog window

HemaTrax® Client User GuideHemaTrax Client Application Window

HemaTrax® Client Application WindowOnce an established user ID and password is successfully entered at the Log-In window the HemaTrax Unity (Client) application window shown below will be displayed:

Note:All references to "HemaTrax Client" are synonymous with "HemaTrax Unity Client" or "HemaTrax Standalone" for the balance of this guide.

HemaTrax Client Menu BarJust below the window title bar is the application menu bar. This menu bar displays seven categories that may be expanded (dropped down) by hovering the mouse pointer over the menu bar title and left clicking. The following illustration shows the title bar of the HemaTrax Client application window with the menu bar immediately beneath that.

17

Illustration 11: HemaTrax Client Window

HemaTrax® Client User GuideHemaTrax Client Application Window

Each of these menu selections (Maintenance, Codabar Labels, Additional Labels, Reports, Options, Log Out and Help) and the items in the drop-down menu lists associated with each of these items are discussed in various sections included later in this user guide.

HemaTrax Client Window, Left Control PanelBelow the application window menu bar and on the left of the window is a control panel which provides various controls for selecting bar code scan mode, label and target printer selection, setting product splits, number of labels to be printed and clearing information in selected or all label quadrants. The illustration below depicts this control panel.

Set To Scan ModeAt the top of the left control panel is the "Set To Scan Mode" check box. When this control is checked

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Illustration 13: HemaTrax Client, Left Control Panel

Illustration 12: HemaTrax Client title bar and menu bar

HemaTrax® Client User GuideHemaTrax Client Application Window

and if a bar code scanner is attached to the computer, then any valid bar code scan done from an ISBT bar code will automatically be translated and used to populate the information appropriate for the specific quadrant in which that bar code is designated. If a Donation Identification Number (DIN) is scanned and if the facility information for that portion of the DIN is already in the Facility table, then quadrant one (QI) would be filled in automatically with the DIN bar code, DIN interpretation line, facility name and location information. This makes it much easier to collect information that is needed on a label.

Select LabelThe "Select Label" drop down selection box allows the operator to select one of the four possible quadrants for printing. All of the quadrants shown on the right side of the screen could be populated with information, but if the operator only wishes to print one of those quadrants, then selecting which label they wish to print will cause only the information for the selected label type to be sent to the selected label printer.

Select PrinterThe "Select Printer" drop down box provides a means to select the printer for which one or more label quadrant(s) is to be sent.

Important Note:The Select Printer and Select Label controls work in conjunction with one another. If a single quadrant label such as the ABO-Rh label were selected for printing, then there must be a printer loaded with the proper 2" x 2" label stock in order for a printer to show up in the "Select Printer" drop down box. If no printers are indicated to be loaded with the appropriate forms, then the "Select Printer" drop down box will not list any available printers.

Divided UnitWhen checked, the "Divided Unit" check box indicates that the associated "Div 1" and "Div 2" combination box selections will be incorporated into the product code and text of the quadrant three (QIII) label. If the "Divided Unit" check box is not checked then the "Div 1" and "Div 2" selections are ignored and the product label will not be designated as "Divided".

Div 1 and Div 2The "Div 1" and "Div 2" drop down boxes allow the operator to select the appropriate division codes for a divided product. The "Divided Unit" check box mentioned above must be selected in order for these two controls to change the product code to include the "Div 1" and "Div 2" division codes. For information about the format and purpose of the division codes, please reference either the "ISBT 128 Standard, Technical Specification" or the "United States Industry Consensus Standard for the Uniform Labeling of Blood and Blood Components Using ISBT 128".

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HemaTrax® Client User GuideHemaTrax Client Application Window

Offsets PanelThe "Offsets" panel includes three windows controls which allow the user to adjust the label image position on the printed label. More about these controls is given in the following paragraphs.

X OffsetThe "X" offset edit box provides space for the user to enter the horizontal offset of the printed image on the label. The entry specifies the degree of offset measured in millimeters. This entry may be expressed with a decimal point so that the offsets may be specified in tenths of a millimeter.

For example, an entry of "1.3" will cause the image on the label to be printed shifted 1.3 millimeters to the right.

Y OffsetThe "Y" offset edit box provides space for the user to enter the vertical offset of the printed image on the label. The entry specifies the degree of offset measured in millimeters. This entry may be expressed with a decimal point so that the offsets may be specified in tenths of a millimeter.

For example, an entry of "1.3" will cause the image on the label to be printed shifted 1.3 millimeters downward.

Set ButtonThe "Set" button located in the "Offsets" panel causes the entries made in the "X" and "Y" offset edit boxes to be established for the selected printer.

Number of LabelsThe "Number of Labels" edit box allows the operator to specify the number of labels to be printed when the "print" button is clicked. If there is no entry in this box when the "Print" button is clicked, then the application will automatically assume that one label is requested.

PrintThe "Print" button causes the number of labels designated in the "Number of Labels" edit box to be printed when it is clicked. If no number is entered in the "Number of Labels" edit box when the button is clicked then one label will be assumed.

Clear QuadrantsThe "Clear Quadrants" radio button group provides five choices of action to be taken when the associated Clear Button is clicked. These choices are any one of the four quadrants or all quadrants.

ClearThe "Clear" button causes the label quadrants selected in the "Clear Quadrants" radio button group to be

20

HemaTrax® Client User GuideHemaTrax Client Application Window

cleared. The result is reflected in the display of the quadrants shown on the right side of the window.

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HemaTrax® Client User GuideHemaTrax Client Application Window

HemaTrax Client Window, Right PanelBelow the application window menu bar and on the right of the window is a panel which provides a view of the four quadrants of a full face label. The illustration below depicts this portion of the main HemaTrax Client window.

Each quadrant in the four quadrant display panel, shown in the illustration above, depicts the quadrant before any data has been specified. As a user enters or scans information these quadrants (QI, QII, QIII and QIV) will display information as an approximation of what will appear on the printed label.

Each each of these quadrants also serves as a large button that, when clicked, invokes the display of a window for manually entering the information that is specific for that quadrant.

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Illustration 14: HemaTrax Client, Four Quadrant Display Panel

HemaTrax® Client User GuideHemaTrax Client Application Window

QI QuadrantThe "QI" panel is used to display the DIN and the primary collection facility information. In the United States this quadrant is also used to display certain cautions and use statements. Quadrant QI is also used to optionally display the product's collection date and time in both bar coded and eye readable formats. If the product being labeled is licensed with the FDA in the United States, then the facility's FDA license number will appear in this quadrant. When the mouse cursor is placed over the QI square panel and the left mouse button is clicked, the window shown in the illustration below will be displayed.

For more information about the controls in the "Donation Identification Number and Collection Facility" window please consult the section of this guide entitled "QI - Donation Identification Number and Collection Facility".

23

Illustration 15: DIN and Collection Facility Entry Window

HemaTrax® Client User GuideHemaTrax Client Application Window

QII QuadrantThe "QII" panel is used to display the ABO-Rh, certain intended use information and may also display the international symbol associated with a biohazardous substance when appropriate. A single bar code appears in the upper left hand area of quadrant QII and encodes the ABO-Rh, donation type/intended use and other phenotype test (Kell, Anti-C, Anti-c, Anti-E, Anti-e or Mi III) information. When the mouse cursor is placed over the QII square panel and the left mouse button is clicked, the window shown in the illustration below will be displayed.

Important Note:At the time this was written, the Kell, Anti-C, Anti-c, Anti-E, Anti-e and Mi III tests were NOT encoded in the ABO-Rh bar code for products manufactured in the United States. If the user is labeling products for distribution in the United States, then do not use these controls as their function is not inhibited in any way and will cause the ABO-Rh bar code to include these test results.

For more information about the controls in the "ABO-Rh" window and their use please consult the section of this guide entitled "QII - ABO-Rh".

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Illustration 16: ABO-Rh

HemaTrax® Client User GuideHemaTrax Client Application Window

QIII QuadrantThe "QIII" panel is used to display the product code, product name, manufacturing cautions (when appropriate), additive solutions, product attributes, volume and storage information. After specifying a product a single bar code appears in the upper right hand area of quadrant QIII and encodes the five character product code, a single character intended use code and a two character division code. When the mouse cursor is placed over the QIII square panel and the left mouse button is clicked, the window shown in the illustration below will be displayed.

For more information about the controls in the "Find Product" window and their use please consult the section of this guide entitled "QIII - Find Product".

25

Illustration 16: ABO-Rh

Illustration 17: Find Product Window

HemaTrax® Client User GuideHemaTrax Client Application Window

QIV QuadrantThe "QIV" panel is used to display the expiration date and time bar code and eye read information, the optional test result bar code and eye read information and the optional secondary processing facility information. After specifying an expiration date and time a single bar code appears in the upper left hand area of quadrant QIV and encodes the date and time of the product's expiration. When the mouse cursor is placed over the QIV square panel and the left mouse button is clicked, the window shown in the illustration below will be displayed.

For more information about the controls in the "QIV" window and their use please consult the section of this guide entitled "QIV - Expiration Date & Time".

26

Illustration 18: QIV - Expiration Date & Time, Test and Secondary Facility

HemaTrax® Client User GuideDonation Identification Number and Collection Facility Window

QI - Donation Identification Number and Collection FacilityUpon clicking the panel labeled QI, as depicted in Illustrations 11 and 14 from the section entitled "HemaTrax Client Application Window" in this guide, the window depicted in the illustration below will be displayed.

Facility Identification NumberThe "Facility Identification Number" edit box allows the user to directly enter a facility's five character identification number, if it is known. When the fifth character is typed a database look up is performed. If the facility identification number is on file, then the facility's name, location, registration and license numbers will be displayed in the large memo box to the right. If the facility identification number entered is not on file, then the information dialog box shown in the illustration below will be displayed.

Clicking the "OK" button in the "The Facility does not exist" information dialog box will cause the dialog box to be closed and the cursor returned to a cleared "Facility Identification Number" edit box.

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Illustration 19: "Donation Identification Number and Collection Facility" Window

Illustration 20: "Facility does not exist" dialog

HemaTrax® Client User GuideDonation Identification Number and Collection Facility Window

Collection YearThe "Collection Year" edit box is automatically populated with the current year based on the date maintained by the system clock. When the cursor initially enters the Collection Year edit box, after the Facility Identification Number was entered, the Collection Year number will be selected (highlighted) for editing. If the user wishes to keep the collection year, as displayed, then the "Tab" key (⇥) is pressed to move on to the next edit box (Serial Number). If the user wishes to change the Collection Year then the user merely types the year number desired and then presses the "Tab" key (⇥) to move on.

Note:The Collection Year edit box will not accept alphabetic or punctuation characters. The field is automatically zero filled to adjust its length to be fixed at two digits. If this field is left blank it indicates that no Donation Id Number (DIN) is to be included on the full face label.

Serial NumberThe "Serial Number" edit box provides space for entering the six digit serial number portion of the donation identification number. If one or more but less than six digits have been entered then attempting to exit this field will cause the dialog box shown in the illustration below to be displayed.

Upon entering the sixth digit of the serial number the cursor will automatically advance to the next entry field (Flag Characters).

Note:Leaving the Serial Number edit box blank indicates that no DIN is to be printed on the full face label.

Flag CharactersThe "Flag Characters" edit box allows for the entry of the two digit flag code. Leaving this field blank and when a DIN is bar coded and printed will cause the bar coded flag digits to be represented as "00" (zero-zero) and the eye read interpretation line will not display any flag digits.

Include Check DigitThe "Include Check Digit" check box, when checked (the default), causes the check character to be automatically calculated for donation identification number when it is printed on the full face label. The

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Illustration 21: "The Serial Number must be 6 digits long." dialog

HemaTrax® Client User GuideDonation Identification Number and Collection Facility Window

computed check character also appears in a small square panel to the immediate right of the "Include Check Digit" check box.

The check character is computed using the ISO 7064 algorithm referenced in the ISBT 128 Standard Specification document. This algorithm is found in Appendix A.1 "Computer Programs for Calculating K Using ISO 7064 in the ISBT 128 Standard Specification -- Version 4.0.0 on page 158.

Collection Date and TimeThe "Collection Date and Time" radio button group box contains three radio buttons. Only one of these radio buttons may be selected at any point (mutually exclusive). The radio buttons are labeled: "No Collection Date or Time", "Collection Date Only" and "Collection Date and Time". By clicking on these buttons it is possible to reveal selectors for specifying the date and or time.

Note:The date and time selectors about to be discussed are not labeled in the window, however, they are called the "Date Selector" and "Time Selector" in the discussions that follow. It is also assumed that the "Collection Date and Time" radio button of the "Collection Date and Time" radio button group has been selected so that both the date and time selectors are visible.

Date SelectorThe "Date Selector" box appears on the right and beneath the "Collection Date and Time" radio button box discussed above. The date selector box appears much like a drop-down selector box. Placing the mouse pointer directly over a portion of the displayed date (month/day/year) selects that portion of the date for direct editing from the user's keyboard. By clicking the appropriate part of the date and using the keyboard, the user may enter the desired collection date.

Another way to change the date is by clicking on the down arrow box located on the right side of the date selector. When this down-arrow is clicked a calendar dialog box is displayed as shown in the illustration below.

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Illustration 22: Collection Date Calendar Dialog

HemaTrax® Client User GuideDonation Identification Number and Collection Facility Window

The displayed calendar selector provides a very versatile way of choosing the year, month and day. At the top of the calendar dialog box are two arrow buttons pointing left and right. The left arrow, when clicked, moves the calendar back one month and conversely each time the right arrow is clicked the calendar is moved forward by one month. Placing the mouse cursor over a specific day number in the month displayed causes the currently displayed month, year and selected day to be inserted into the date selection box and the calendar dialog box is no longer displayed.

Time SelectorThe "Time Selector" box appears to the right and beneath the "Collection Date and Time" radio button group box when the "Collection Date and Time" radio button has been selected. When the time selector box is initially displayed it will be set to the current system time. To change the time displayed the user places the mouse cursor over the portion of the time to be adjusted ( hour:minute:seconds [AM|PM]) and clicks on that time element. With the portion to be changed now highlighted, the user may either directly type the new number value in from the keyboard, may use the up and down cursor keys of the keyboard or click on the up and down arrow boxes located on the right side of the time selector control to adjust the displayed time value.

Facility MaintenanceThe "Facility Maintenance" button is located to the left and beneath the white facility information memo box. When this button is clicked, the "Facility Maintenance" window is displayed and the user may select a current facility for making changes or may enter a new facility. A detailed description of the "Facility Information Maintenance" functions is given elsewhere in this guide.

Find FacilityThe "Find Facility" button is located immediately to the right of the "Facility Maintenance" button described above. When the "Find Facility" button is clicked the "Find Facility" window is displayed as shown in the illustration below.

With the "Find Facility" window displayed, the user may view the list of defined facilities and select one

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Illustration 23: "Find Facility" Window

HemaTrax® Client User GuideDonation Identification Number and Collection Facility Window

by clicking on any portion of the facility information line and then clicking the "OK' button located at the bottom of the "Find Facility" window.

For more information about the use of the "Find Facility" window please locate that section of the guide entitled "Find Facility Window".

OKThe "OK" button located to the right of the center and beneath the white facility information memo box is used to pass the information entered and selected in the "Donation Identification Number and Collection Facility" window back to the QI (quadrant one) panel of the HemaTrax Unity primary client window. An example of the QI panel contents after donation number, facility and collection date and time information was supplied is shown in the illustration below.

CancelThe "Cancel" button is located immediately to the right of the "OK" button described above. If the user clicks on the "Cancel" button then all entries and changes made in the "Donation Identification Number and Collection Facility" window are abandoned and the window is closed. The information that was originally displayed in the QI panel will be unchanged.

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Illustration 24: Completed QI Example

HemaTrax® Client User GuideABO-Rh Window

QII - ABO-RhUpon clicking the panel labeled QII, as depicted in Illustrations 11 and 14, in the section entitled "HemaTrax Client Application Window" in this guide, the window depicted in the illustration below will be displayed.

Blood Group/Rh FactorThe "Blood Group/Rh Factor" selection box displays a list of possible ABO Group and Rh Factor selections when the down-arrow button located on the right edge of the box is clicked. The user makes the selection by clicking on the appropriate item found in the drop-down list. A slider control located along the right edge of the drop-down list allows the user to move up and down through the list to reveal more selections.

Intended UseThe "Intended Use" selection box displays a list of possible donation type / intended use selections when the down-arrow button, located on the right edge of the box, is clicked. A selection is made by clicking on an item in the drop-down list. A slider control, located along the right edge of the list, allows the user to move vertically up and down the list to see more selections.

Phenotype InformationThe "Phenotype Information" panel contains four drop-down list selection boxes that may be used to select specific phenotype test result information that can be encoded in the ABO-Rh bar code of quadrant 2 (QII).

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Illustration 25: "ABO-Rh" window

HemaTrax® Client User GuideABO-Rh Window

Important Note:At the time of this writing the phenotype test information is NOT being used on labels in the United States. As a general rule of thumb institutions in the U.S. should not make these selections. As a default these selection boxes are inactive. To enable the selection boxes the checkbox in the HemaTrax Print Server Settings for “FDA is the label compliance authority” must be unchecked.

Anti-Kell ResultsThe "Anti-Kell Results" drop-down selection box provides the user with three possible result selections as follows:

Anti-Kell Test Results

Not Tested

Negative

Positive

When entering from a QII panel with no previous selections, the default value is set to "Not Tested".

If you are manufacturing labels for use in the United States and wish to be U.S. Consensus Standard compliant, please read the Important Note above.

Anti-C/Anti-c ResultsThe "Anti-C/Anti-c Results" drop-down selection box provides the user with four possible result selections as follows:

Anti-C & Anti-cTest Results

Not Tested

C-Neg, c-Pos

C-Pos, c-Neg

C-Pos, c-Pos

When entering from a QII panel with no previous selections, the default value is set to "Not Tested".

If you are manufacturing labels for use in the United States and wish to be U.S. Consensus Standard compliant, please read the Important Note above.

Anti-E/Anti-e ResultsThe "Anti-E/Anti-e Results" drop-down selection box provides the user with four possible result

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HemaTrax® Client User GuideABO-Rh Window

selections as follows:

Anti-E & Anti-eTest Results

Not Tested

E-Neg, e-Pos

E-Pos, e-Neg

E-Pos, e-Pos

When entering from a QII panel with no previous selections, the default value is set to "Not Tested".

If you are manufacturing labels for use in the United States and wish to be U.S. Consensus Standard compliant, please read the "Important Note" on the previous page.

Note:The first row of phenotype test selections are exclusive from the Miltenberger (Mi III) Result. In other words selecting results for any (Kell, Anti-Cc or Anti-Ee) test precludes selecting a Miltenberger result and the converse of that is also true.

Miltenberger (Mi III) ResultsThe "Miltenberger (Mi III) Results" drop-down selection box provides the user with three possible result selections as follows:

(1) Not Tested(2) Negative(3) Positive

When entering from a QII panel with no previous selections, the default value is set to "Not Tested".

If you are manufacturing labels for use in the United States and wish to be U.S. Consensus Standard compliant, please read the Important Note on the previous page.

OKClicking on the "OK" button transfers all of the selections made in the ABO-Rh window back to the QII panel of the HemaTrax Client and closes the ABO-Rh window.

CancelClicking on the "Cancel" button causes all of the selections or changes made in the ABO-Rh window to be discarded. The window is closed and the contents of the QII panel in the HemaTrax Client window will be unchanged.

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HemaTrax® Client User GuideFind Product Window

QIII - Find ProductUpon clicking the panel labeled QIII as depicted in Illustrations 11 and 14 in the section entitled "HemaTrax Client Application Window" in this guide, the window depicted in the illustration below will be displayed.

Note:If the selection “Quad III (Product) Click Brings Up QwikPik List” under “Options” in the menu is checked then clicking the panel labeled QIII will direct the user to the “QwikPik” screen. See the section labeled “QwikPik List” below.

The "Find Product" window provides several ways to select a product that is to be included in the quadrant three (QIII) label. These methods include selecting a product from the user specified QwikPik list, direct entry of the ICCBBA defined product code or searching for products that match known product characteristics.

In the paragraphs that follow each of these methods of finding or specifying the product will be explored.

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Illustration 26: Find Product Window

HemaTrax® Client User GuideFind Product Window

Product CodeA second way to select a product is to directly supply the ICCBBA product code. This can only be done when the ICCBBA product code is already known. The user may enter the ICCBBA product code directly into the edit box labeled "Product Code" in the "Find Product" window (see the following illustration). After making this entry the "Find" button, described immediately below, is clicked.

Direct Product Code EntryIf the user directly enters a known ICCBBA product code into the "Product Code" edit box, upon typing the fifth character of the product code the product information the product description for the entered product will be displayed in the large memo box located in the approximate middle of the window. If a product code has been entered that does not exist in the HemaTrax product label table then the error dialog shown in the illustration below will be displayed.

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Illustration 27: Direct ICCBBA Product Selection

HemaTrax® Client User GuideFind Product Window

Product Intended UseThe Intended Use selection box, located in the upper right portion of the window and shown in the illustration below, is used to selection the intended use of this product to be labeled. The selection is made by clicking on the down-arrow located on the right side of the box. The user is presented with a list of possible choices after clicking on the down-arrow. To make a selection the user clicks on the desired choice.

Search PanelA third way to find the appropriate product is to make use of the controls located in the large unlabeled panel located in the bottom two-thirds of the "Find Product" window. The idea here is to use the various

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Illustration 28: Can't find referenced product code error dialog box

Illustration 29: Product Intended Use Selection Box

HemaTrax® Client User GuideFind Product Window

drop-down list controls found in this panel to describe the known characteristics of the product to be labeled and then perform a search which will list all of the products with those characteristics and then to make a selection from that short list. The following illustration includes a black rectangle that encloses all of the controls used to search for a product based on its known characteristics.

Product CategoryThe "Product Category" drop-down list, located in the Search Panel of the "Find Product" window is used to specify a specific product category to be included in the product search. It is important to specify at least a product category before beginning a search. The selection is made by first clicking on the down-arrow button located on the right side of the "Product Category" drop-down list. Using the slider control located along the right edge of the drop-down list, the user can scroll through the items in the list. The selection is then made by clicking on one of the displayed items.

Product ModifierThe "Product Modifier" drop-down list, located in the Search Panel of the "Find Product" window is used to specify a specific product modifier to help narrow the product search. If the product being sought has a modifier it is important to specify it before beginning the search. The selection is made by first clicking on the down-arrow button located on the right side of the "Product Modifier" drop-down list. Using the slider control located along the right edge of the drop-down list, the user can scroll

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Illustration 30: Search based on product characteristics

HemaTrax® Client User GuideFind Product Window

through the items in the list. The selection is then made by clicking on one of the displayed items.

AnticoagulantThe "Anticoagulant" drop-down list, located in the Search Panel of the "Find Product" window is used to specify an anticoagulant included in a product to help narrow the product search. If the product being sought contains an anticoagulant then it is important to specify it before beginning the search. The selection is made by first clicking on the down-arrow button located on the right side of the "Anticoagulant" drop-down list. Using the slider control located along the right edge of the drop-down list, the user can scroll through the items in the list. The selection is then made by clicking on one of the displayed items.

Additive SolutionThe "Additive Solution" drop-down list, located in the Search Panel of the "Find Product" window is used to specify an additive solution that is included in a product to help narrow the product search. If the product being sought contains an additive solution then it is important to specify it before beginning the search. The selection is made by first clicking on the down-arrow button located on the right side of the "Additive Solution" drop-down list. Using the slider control located along the right edge of the drop-down list, the user can scroll through the items in the list. The selection is then made by clicking on one of the displayed items.

Storage TemperatureThe "Storage Temperature" drop-down list, located in the Search Panel of the "Find Product" window is used to specify the storage temperature for a product. If the specific storage temperature for the product being sought is known then it is important to specify it before beginning the search. The selection is made by first clicking on the down-arrow button located on the right side of the "Storage Temperature" drop-down list. Using the slider control located along the right edge of the drop-down list, the user can scroll through the items in the list. The selection is then made by clicking on one of the displayed items.

Draw VolumeThe "Draw Volume" drop-down list, located in the Search Panel of the "Find Product" window is used to specify the original draw volume for products manufactured from or that are a draw of a volume of whole blood. In cases where the original draw volume is a part of the product's description the draw volume should be specified to help narrow the product search. The selection is made by first clicking on the down-arrow button located on the right side of the "Draw Volume" drop-down list. Using the slider control located along the right edge of the drop-down list, the user can scroll through the items in the list. The selection is then made by clicking on one of the displayed items.

Manufacturing CautionThe "Manufacturing Caution" drop-down list, located in the Search Panel of the "Find Product" window is used to specify what the intended manufacturing of a product is in order to help narrow the product search. If the product being sought contains is not to be manufactured into a transfusion product. then it

39

HemaTrax® Client User GuideFind Product Window

is important to specify its intended manufacturing use before beginning the search. The selection is made by first clicking on the down-arrow button located on the right side of the "Manufacturing Caution" drop-down list. Using the slider control located along the right edge of the drop-down list, the user can scroll through the items in the list. The selection is then made by clicking on one of the displayed items.

IrradiatedThe "Irradiated" check box, located in the Search Panel of the "Find Product" window is used to specify whether or not the product search will include products that are irradiated. If the "Irradiated" check box is left unchecked then only products that are not irradiated will be included in the result list. If the "Irradiated" check box is checked, then only products which have been irradiated will be included in the result list.

System OpenedThe "System Opened" check box, located in the Search Panel of the "Find Product" window is used to specify whether or not the product search will include products that are opened during the manufacturing process. If the "System Opened" check box is left unchecked then only products that are not opened will be included in the result list. If the "System Opened" check box is checked, then only products which have been opened in manufacturing will be included in the result list.

SearchThe "Search" button, located in the Search Panel of the "Find Product" window is used to initiate the search operation after the product search parameters have been specified. The results of the search are listed in the large list box located in the Search Panel. If search parameters have been selected for which there is no match then the information dialog box shown below will be displayed.

ClearThe "Clear" button, located in the Search Panel of the "Find Product" window is used to quickly clear all of the controls located in the panel to their unselected default settings.

Search for Licensed Products by FacilityTo restrict a product search to only licensed products for a specific facility, the controls enclosed in the rectangle shown in the illustration below are used.

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Illustration 31: No match on supplied key information dialog box

HemaTrax® Client User GuideFind Product Window

By selecting a listed facility located in the grid in the lower left portion of the window and checking the check box labeled "Show Only Licensed Products by Selected Facility", when the "Search" button is clicked only products licensed for the selected facility and matching the search characteristics will be displayed.

Qwik-Pik ListThe "Qwik-Pik List" button is located in the lower left portion of the "Find Product" window. Clicking on the "Qwik-Pik List" button will cause the window shown in the illustration below to be displayed.

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Illustration 32: Search for licensed products by facility only

HemaTrax® Client User GuideFind Product Window

SelectMaking a selection from the Qwik-Pik window is a simple matter. First highlight one of the product descriptions in the list by clicking on it. This will cause the desired item to be displayed as white text on a dark blue background. Finally click on the "Select" button located at the bottom and right of center in the window.

CancelBy clicking on the "Cancel" button, the window is closed with no selection being returned.

Edit ListFor information about the Qwik-Pik list maintenance window displayed when the "Edit List" button is clicked, refer to the portion of this guide concerned with Maintenance of the Qwik-Pik list.

Edit, OK and CancelThe next few paragraphs discuss the controls that are located at the bottom of the "Find Product" window as shown in the illustration that follows:

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Illustration 33: "Qwik-Pik" Window

HemaTrax® Client User GuideFind Product Window

EditThe "Edit" button, located at the bottom right portion of the "Find Product" window, is used to invoke the "Product Maintenance" window. If a search product result has been highlighted when the "Edit" button is clicked, then that product will appear in the "Product Maintenance" window when it is displayed. For more information about the product maintenance function, please reference that portion of this guide.

OKThe "OK" button, located at the bottom right portion of the "Find Product" window, is used to return the product item highlighted by the user in the list of items returned as a result of the search. After this button is clicked the "Find Product" window is closed and the highlighted product information will populate the QIII quadrant in the four quadrant display panel of the HemaTrax Client window. highlighted An example of the lower half of the four quadrant display with product information populating QIII is show immediately below:

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Illustration 34: "Find Product" window control buttons

HemaTrax® Client User GuideFind Product Window

CancelThe "Cancel" button, located at the bottom right portion of the "Find Product" window, is used to close the "Find Product" window without returning product information back to the HemaTrax Client window.

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Illustration 35: QIII Product Information Display

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

QIV - Expiration Date and TimeUpon clicking the panel labeled QIV as depicted in Illustrations 11 and 14 in the section entitled "HemaTrax Client Application Window", the window depicted in the illustration below will be displayed.

The "Expiration Date and Time window is used to specify more than just the expiration date and time. The window also provides the controls to specify the optional test code and message, as well as the optional secondary processing facility information. The paragraphs that follow treat the functionality of each of the controls located in this window.

Product Selection and Display ControlsThere are four major groups of controls with in the "Expiration Date and Time window. These are the "Product Find", "Expiration Date and Time", "Test Code and Message" and the "Facility Information" controls. Each of these groups will be discussed in the paragraphs that follow.

Product Find ControlsThe illustration below shows the group of product find controls enclosed inside a black rectangle drawn on the image of the window. Each of these controls and there purpose are as follows:

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Illustration 36: Expiration Date and Time Window

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

If a product has already been selected in the QIII quadrant, then this group of controls will show the QIII product selection and no further use of these controls will be required. If no product code has been specified elsewhere, then the controls shown in the figure above will be useful for specifying the product for which the Expiration Date and Time label is to be created.

Product CodeThe "Product Code" edit box allows the user to type in the product code for the product for which the quadrant four label is to be specified. By entering the five character product code directly in this box, the product will be automatically found and the information displayed on the large memo box located immediately to the right of the edit box.

Find Product Clicking on the "Find Product" button causes the window illustrated below to be displayed. From the "Find Product" window the user may elect to find the product code desired in several different ways.

For more specific use regarding the controls and capabilities of the "Find Product" window, please

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Illustration 37: QIV - Find Product controls

Illustration 38: Find Product window.

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

reference the "QIII - Find Product" section of this guide which is dedicated to the details of using this window.

Expiration Date and Time ControlsThe illustration below depicts the two controls of the "Expiration Date and Time" window that determine what date and time will be encoded for the quadrant four (QIV) label.

Expiration DateThe "Expiration Date" box appears on the left and beneath the "Find Product" button discussed above. The date selector box appears much like a drop-down selector box. Placing the mouse pointer directly over a portion of the displayed date (month / day/ year) selects that portion of the date for direct editing from the user's keyboard. By clicking the appropriate part of the date and using the keyboard, the user may enter the desired collection date.

Another way to change the date is by clicking on the down arrow box located on the right side of the date selector. When this down-arrow is clicked a calendar dialog box is displayed as shown in the illustration below.

The displayed calendar selector provides a very versatile way of choosing the year, month and day. At the top of the calendar dialog box are two arrow buttons pointing left and right. The left arrow, when clicked, moves the calendar back one month and conversely each time the right arrow is clicked the calendar is moved forward by one month. Placing the mouse cursor over a specific day number in the month displayed causes the currently displayed month, year and selected day to be inserted into the date

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Illustration 39: Expiration Date and Expiration Time Controls

Illustration 40: Calendar Date Selector Dialog

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

selection box and the calendar dialog box is no longer displayed.

Expiration TimeThe "Expiration Time" box appears to the right of the "Expiration Date" entry box. When the time entry box is initially displayed it will be set to the current system time. To change the time displayed the user places the mouse cursor over the portion of the time to be adjusted ( hour : minute : seconds [AM|PM]) and clicks on that time element. With the portion to be changed now highlighted, the user may either directly type the new number value in from the keyboard, may use the up and down cursor keys of the keyboard or click on the up and down arrow boxes located on the right side of the time selector control to adjust the displayed time value.

Special Testing ControlsFour buttons used to invoke one of three test selection windows are located along the bottom left portion of the "Expiration Date and Time" window. This group of buttons is shown in the illustration that follows:

Special Testing: GeneralClicking on the "Special Testing: General" button invokes the appearance of the testing selection window shown in the illustration below.

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Illustration 41: Special Testing Buttons

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

For detailed information about the use of this window to select test results please reference the section of this guide entitled "Special Testing: General".

Special Testing: Red Blood Cell Antigens (012)Clicking of the "Special Testing: Red Blood Cell Antigens (012)" button invokes the appearance of the testing selection window that is shown in the following illustration.

For detailed information regarding the use of this window to select red blood cell antigen test results please reference the section of this guide entitled "Special Testing: Red Blood Cell Antigens".

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Illustration 42: N Code Qwik Pik (Special Testing: General) Window

Illustration 43: Special Testing: Red Blood Cell Antigens (012)

Illustration 44: Special Testing: Red Blood Cell Antigens (012)

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

Special Testing: Platelet HLA and Platelet Specific Antigens (014)Clicking of the "Special Testing: Platelet HLA and Platelet-Specific Antigens (014)" button invokes the appearance of the testing selection window that is shown in the following illustration.

For detailed information regarding the use of this window to select platelet antigen test results please reference the section of this guide entitled "Special Testing: Platelet HLA and Platelet-Specific Antigens".

Special Testing Message (No Bar Code)Clicking on the "Special Test Message (No Bar Code)" button invokes the appearance of the testing selection window shown in the illustration below.

For detailed information about the use of this window please reference the section of this guide entitled

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Illustration 45: Special Testing: Platelet HLA and Platelet-Specific Antigens (014)

Illustration 46: Special Test Message (No Bar Code) Window

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

"Special Test Message (No Bar Code)".

Processing Facility InformationThe controls located in the "Processing Facility Information" panel provide the mechanisms to fully describe the secondary processes performed in the product manufacture, the facility that performed the secondary processing and in the United States include the FDA registration number and when appropriate the FDA license number. The "Processing Facility Information" panel and it controls are shown in the following illustration.

Facility World CodeThe "Facility World Code" edit box allows the user to directly enter the five character ICCBBA assigned facility code directly. Upon typing the fifth character the information for the facility will appear in the memo box below.

Find FacilityThe "Find Facility" button

Processing LegendThe "Processing Legend" drop-down box allows the user to select

Facility Information Memo BoxThe unlabeled large memo box displays the facility information that has been selected to go on the label.

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Illustration 47: Processing Facility Information panel.

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

Include FDA License NumberThe "Include FDA License Number" check box is used to determine whether or not the facility's FDA license number will print near the bottom of the quadrant one label.

ClearThe "Clear" button will clear all of the information established in the "Processing Facility Information" panel when it is clicked.

OKThe "OK" button found at the bottom and right side of the "QIV - Expiration Date and Time" window will return all of the information entered back to the main HemaTrax Client window and display that information in the fashion that it will appear on the printed label.

ExitThe "Exit" button found at the bottom and right side of the "QIV - Expiration Date and Time" window will abandon all of the information entered and return back to the main HemaTrax Client window where the information that had previously been displayed will appear unchanged in the QIV quadrant.

Special Testing - GeneralIn the guide section entitled "QIV - Expiration Date and Time Window" the use of the "Special Testing Controls" was introduced. The "Special Testing Controls" consists of a set of three buttons. Each button is used to invoke the display of a special testing window which allows the operator to specify the test results for a product being labeled. This portion of the user guide details the use of the controls present

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Illustration 48: QIV Expiration Date Information Display

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

in the "N Code Qwik Pik" window displayed when the "Special Testing: General" button located in the Expiration Date and Time" window has been clicked. The "N Code Qwik Pik" window is shown in the illustration below.

N Code Selection GridThe selection grid occupies most of the "N Code Qwik Pik" window. By clicking on a row in the grid the test code and label verbiage for that code are selected simultaneously. Whether the "Short" or "Long" label text format will be used depends on the use of the "Include Bar Code" check box described below.

Include Bar Code Check BoxThe "Include Bar Code" check box located in the lower left hand portion of the window is used to indicate whether or not the selected test code will be bar coded on the label.

If the "Include Bar Code" check box is checked then the text located in the "Label Text (Short) column of the string grid will be printed on the label.

If the "Include Bar Code" check box is NOT checked then the text located in the "Label Text (Long) column of the string grid will be printed on the label.

Edit ButtonIf the "Edit" button located in the lower left hand portion of the window is clicked then the "Edit N Codes" maintenance window will be displayed so that the user may perform maintenance on the text fields for the selected N Code. For more information about the use of the Edit N Code maintenance window please refer to the appropriate section in this guide.

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Illustration 49: N Code Qwik Pik Window

HemaTrax® Client User GuideQIV - Expiration Date and Time Window

OK ButtonClicking on the "OK" button located in the lower and right portion of the window will cause this window to close and the selection information to be applied to the middle potion of the quadrant four label.

Cancel ButtonClicking the cancel button causes any selection made to be ignored and the window will be closed without any changes being made to the quadrant four label.

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HemaTrax® Client User GuideSpecial Testing - Platelet HLA, Platelet Specific Antigens

Special Testing: Platelet HLA, Platelet Specific AntigensIn the user guide section entitled "QIV - Expiration Date and Time Window" the use of the "Special Testing Controls" was introduced. The "Special Testing Controls" consists of a set of three buttons. Each button is used to invoke the display of a special testing window which allows the operator to specify the test results for a product being labeled. This portion of the user guide details the use of the controls present in the "Special Testing: Platelet HLA and Platelet Specific Antigens" window displayed when the "Special Testing: Platelet HLA and Platelet Specific Antigens" button located in the Expiration Date and Time" window has been clicked. The "Special Testing: Platelet HLA and Platelet Specific Antigens" window is shown in the illustration below.

Specifying Bar Code ContentIn the upper half of the special testing window twelve selection box controls are organized in two horizontal rows. These controls are used to select the test results which will be encoded in a test bar to be printed in the central portion of the Expiration Date and Time/Test/Secondary Facility (Quadrant IV) label.

Important Note:Leaving all of the selection box controls set to "nt" (no test) indicates that no test bar code is to be included in the label quadrant.

Bar Code Content Selection BoxesEach of the HLA/Antigen selection box controls work in the same fashion. Above each box is one or two test result abbreviations. For the purpose of discussion and illustration the first selection box in the

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Illustration 50: Special Testing: Platelet HLA and Platelet Specific Antigens window

HemaTrax® Client User GuideSpecial Testing - Platelet HLA, Platelet Specific Antigens

second row of test results will be used. The illustration below shows the selection box being discussed here.

In the illustration above the selection box shown is capable of inserting up to two test results in the special test bar code. These tests are designated in this case as "HPA-1A" and "HPA-1B". In the example the selection list is shown as it would appear after clicking on the "down-arrow" button located on the right edge of the selection box control. Each selection in the control shown provides two test results. The result on the left is for the "HPA_1A" antigen and the result on the right is for the "HPA-1B" antigen. The illustration below a black rectangle has been drawn to show the column of test results for the "HPA-1A" antigen.

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Illustration 51: Test Selection Box

HemaTrax® Client User GuideSpecial Testing - Platelet HLA, Platelet Specific Antigens

It requires ten rows of results to identify all of the possible combinations of ("nt"-no test, "neg"-negative result, "pos"-positive result and "ni"-no information) test results for the two antigens.

Note:A slider located on the right edge of the exposed selection list allows the user to view more selections located beyond the bottom of the displayed list.

A selection is made in the list by clicking on the appropriate list item. Clicking on a list item will cause the list to disappear and the selected choice to be displayed in the selection box.

Include BarcodeThe purpose of the "Include Barcode" check box is to establish whether or not a special test bar code will be printed on the label. If the "Include Barcode" check box is checked, then the special test bar code will be printed.

If the "Include Barcode" check box is not checked, then no bar code will be printed. When no bar is to be printed then more space will be available on the label for test result text (Label Text).

Label TextThe "Label Text" entry box provides a space where the user may type in the human readable test information. At the time this was written test result order and test result verbiage for the many antigens had not been solidified.

The area on the label when a bar code is to be printed is restricted to two lines of thirty-six characters each. If the "Include Barcode" check box described above, is not checked then the number of test result

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Illustration 52: HPA-1A Column Highlighted

HemaTrax® Client User GuideSpecial Testing - Platelet HLA, Platelet Specific Antigens

lines may easily be doubled.

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HemaTrax® Client User GuideSpecial Testing: Red Blood Cell Antigens

Special Testing: Red Blood Cell AntigensIn the user guide section entitled "QIV - Expiration Date and Time Window" the use of the "Special Testing Controls" was introduced. The "Special Testing Controls" consists of a set of three buttons. Each button is used to invoke the display of a special testing window which allows the operator to specify the test results for a product being labeled. This portion of the user guide details the use of the controls present in the "Special Testing: Red Blood Cell Antigens" window displayed when the "Special Testing: Red Blood Cell Antigens (012)" button located in the "Expiration Date and Time" window has been clicked. The "Special Testing: Red Blood Cell Antigens (012)" window is shown in the illustration below.

Specifying Bar Code ContentIn the upper half of the special testing window twelve selection box controls are organized in two horizontal rows. These controls are used to select the test results which will be encoded in a test bar to be printed in the central portion of the Expiration Date and Time/Test/Secondary Facility (Quadrant IV) label.

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Illustration 53: Special Testing: Red Blood Cell Antigens window

HemaTrax® Client User GuideSpecial Testing: Red Blood Cell Antigens

Important Note:Leaving all of the selection box controls set to "nt" (no test) indicates that no test bar code is to be included in the label quadrant.

Bar Code Content Selection BoxesEach of the Red Blood Cell Antigen selection box controls work in the same fashion. Above each box are two test result abbreviations. For the purpose of discussion and illustration the second selection box in the first row of test results will be used. The illustration below shows the selection box being discussed here.

In the illustration above the selection box shown is capable of inserting up to two test results in the special test bar code. These tests are designated in this case as "K" and "k". In the example the selection list is shown as it would appear after clicking on the "down-arrow" button located on the right edge of the selection box control. Each selection in the control shown provides two test results. The result on the left is for the "K" antigen and the result on the right is for the "k" antigen. The illustration below a black rectangle has been drawn to show the column of test results for the "K" antigen.

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Illustration 54: K and k Test Selection Box

HemaTrax® Client User GuideSpecial Testing: Red Blood Cell Antigens

It requires ten rows of results to identify all of the possible combinations of ("nt"-no test, "neg"-negative result, "pos"-positive result and "ni"-no information) test results for the two antigens.

Note:A slider located on the right edge of the exposed selection list allows the user to view more selections located beyond the bottom of the displayed list.

A selection is made in the list by clicking on the appropriate list item. Clicking on a list item will cause the list to disappear and the selected choice to be displayed in the selection box.

Erythrocyte Antigen Selection GridThe "Erythrocyte Antigen Selection Grid" is located below all of the Red Blood Cell selection boxes. This selection grid is shown in the illustration below.

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Illustration 55: "K" Column Highlighted

HemaTrax® Client User GuideSpecial Testing: Red Blood Cell Antigens

The "Erythrocyte Antigen" which has been Found Negative is selected by clicking on the antigen choice listed in the grid. When an item is selected it will be highlighted by displaying the item as white text on a dark blue background. The choices are mutually exclusive (only one choice can be made).

Include BarcodeThe purpose of the "Include Barcode" check box is to establish whether or not a special test bar code will be printed on the label. If the "Include Barcode" check box is checked, then the special test bar code will be printed.

If the "Include Barcode" check box is not checked, then no bar code will be printed. When no bar is to be printed then more space will be available on the label for test result text (Label Text).

Label TextThe "Label Text" entry box provides a space where the user may type in the human readable test information. At the time this was written test result order and test result verbiage for the many antigens had not been solidified.

The area on the label when a bar code is to be printed is restricted to two lines of thirty-six characters each. If the "Include Barcode" check box described above, is not checked then the number of test result lines may easily be doubled.

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Illustration 56: Erythrocyte Antigen Selection Grid

HemaTrax® Client User GuideISBT Label Printing

ISBT Label PrintingAlmost all ISBT 128 labels can be manufactured using the main HemaTrax Client window. The previous sections have covered the use of the QI, QII, QIII and QIV quadrant selections to establish label content. Now we will focus on label printing. Here we will assume that a thermal label printer has been successfully connected to the print server, that a printer port definition has been created, that the printer is loaded with the appropriate label and ribbon stock and is powered on and ready.

Operations Common to All Label PrintingThere are operations which are common to the printing of all ISBT 128 labels. All of these operations take place in the left panel of the main HemaTrax Client window. The illustration of this panel is shown immediately below.

Select LabelUsing the "Select Label" selection box the user will click on the down-arrow button located on the right side of the selection box revealing a list of ISBT 128 label types. The first item in the list is the ABO-Rh label. The illustration below depicts the Label Selection selection box at the time this guide is being written.

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Illustration 57: HemaTrax Client, left panel

HemaTrax® Client User GuideISBT Label Printing

A label type is selected by clicking on one of the label type items displayed in the selection box list. Once the label type is selected it is time to move to the "Select Printer" selection box discussed below.

Select a PrinterUsing the "Select Printer" selection box the user will click on the down-arrow button located on the right side of the selection box revealing a list of printer ports for which proper label forms are loaded to print the label type chosen in the "Select Label" selection box. The illustration below depicts how the list may look after clicking on the down-arrow button.

The "Select Printer" selection box will only reveal the printers that are loaded with a label form that supports the printing of the selected label shown in the "Select Label" selection box. If no printers are loaded with the appropriate label form then no printers will be listed in the "Select Printer" box. With a printer selected we next move our attention to the "Offsets" panel.

Divided Unit PanelThe divided unit panel is an unlabeled panel that is located immediately below the "Select Printer" selection box. This panel contains the "Divided Unit" check box and the "Div. 1" and "Div. 2" selection boxes. A detailed discussion of the use of each of these three controls follows in the paragraphs immediately below.

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Illustration 58: Select Label selection box

Illustration 59: Select Printer selection box

HemaTrax® Client User GuideISBT Label Printing

Note: The "Divided Unit" check box and the "Div. 1" and "Div. 2" selection boxes, located in the unlabeled panel beneath the "Select Printer" selection box, are not relevant to the printing of the ABO-Rh label. Those controls only influence the content of the product label (QIII).

Divided UnitThe "Divided Unit" check box control determines whether or not the product label is or is not for a divided (split) unit. To indicate a divided unit the user may click on either the square check box itself or the "Divided Unit" legend located immediately to the right of the check box square. When the "Divided Unit" check box is set a check mark will appear inside of the check box square. When the check box is checked the unit will be printed with divided unit information displayed in the QIII label.

Div. 1, Div. 2The "Div. 1" and "Div. 2" selection boxes are used to selection the division codes for a divided unit. Both of these selection boxes work in the same manner. Clicking on the down-arrow located on the right side of the control causes a list of possible selection to appear. An item is chosen by clicking on a displayed item in the list.

OffsetsThe "Offsets" panel contains three Windows controls. These controls are used to adjust the printed image position on the labels issued from the selected printer. Each of these controls is described in the paragraphs that follow:

X:The "X:" edit box is used to enter the number of millimeters that the label image is be moved to the right on the label. The entry can contain a decimal value in order to move the image in fractions of a millimeter.

Y:The "Y:" edit box is used to enter the number of millimeters that the label image is be moved toward the bottom of the label. The entry can contain a decimal value in order to move the image in fractions of a millimeter.

Since the printers supported by the HemaTrax software have image resolutions of 12 dots per millimeter it is not typically relevant to enter offset adjustments of less than one tenth of a millimeter (0.1 mm).

SetThe "Set" button causes the "X" and "Y" values to be stored for for the printer that has been selected. If no printer has been selected in the "Select Printer" selection box when the "Set" button is clicked then

65

HemaTrax® Client User GuideISBT Label Printing

the error dialog box, depicted in the illustration below, will appear on the screen:

When the "Set" button is clicked, with a selected printer in the "Select Printer" selection box, the information dialog box, as shown in the illustration below, will be displayed.

Number of LabelsThe "Number of Labels" edit box provides a means for the user to indicate a number of labels to be printed when the "Print" button, discussed below", is clicked. A default value of "1" for the number of labels to be printed is assumed if no entry is made in this edit box.

PrintWhen the "Print" button is clicked the settings made in the various QI, QII, QIII and QIV label quadrants and the controls of the left control panel will determine what label and label information will print.

Print ABO-Rh (ISBT 128) LabelPer the section entitled "QII - ABO-Rh" the user will click on that quadrant and complete the settings needed to print the desired ABO-Rh label. Per the previous paragraphs under the section title section "Operations Common to All Label Printing" the user establishes the ABO-Rh label type, the printer where the label is to be printed, and any printer settings. The user then clicks on the "Print" button to print one or more ABO-Rh labels.

An example of a printed ABO-Rh label is shown in the following illustration.

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Illustration 60: ERR 069 Port number... dialog.

Illustration 61: X and Y offset dialog

HemaTrax® Client User GuideISBT Label Printing

Note:Alternative Rh text was specified for all ABO-Rh labels printed on the print server when the label shown in the illustration above was printed. The default Rhesus factor text normally reads as "Rh POSITIVE" or "Rh NEGATIVE".

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Illustration 62: ISBT 128 A POSITIVE ABO-Rh label

HemaTrax® Client User GuideISBT Label Printing

Print Product (ISBT 128) LabelPer the section entitled "QIII - Find Product" the user clicks on the "QIII" quadrant and finds the desired product for which a label is to be printed. Per the previous paragraphs under the section title section "Operations Common to All Label Printing" and if necessary, the user establishes the Product label type, the printer where the label is to be printed, and any printer settings. The user then clicks on the "Print" button to print one or more Product labels.

Note:Depending on the product class selected the user may be prompted by dialog boxes to enter values for any unknown volumes that should be filled in on the printed label. If no values are supplied by the user then these places will be printed with "______" (under scores) to be filled in manually at a later time.

An example of a printed Product label is shown in the following illustration.

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Illustration 63: ISBT 128 Product label

HemaTrax® Client User GuideISBT Label Printing

Print Expiration Date and Time LabelPer the section entitled "QIV - Expiration Date and Time" the user will click on the "QIV" quadrant and complete the settings needed to print the desired Expiration Date and Time label.

Note:When only the expiration date and time label is being printed it is desirable to select a product in order to take into account product characteristics needed to generate the appropriate label. Some products do not require an expiration date. Also, quadrant QIV may include optional test information and may include a secondary processing message and facility.

Per the previous paragraphs under the section title section "Operations Common to All Label Printing" the user establishes the Expiration Date and Time label type, the printer where the label is to be printed, and any printer settings. The user then clicks on the "Print" button to print one or more Expiration Date and Time labels.

An example of a printed Expiration Date and Time label is shown in the following illustration.

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Illustration 64: Expiration Date & Time label example

HemaTrax® Client User GuideISBT Label Printing

Print ABO-Rh and Expiration Date and Time LabelThe user uses the QII and QIV quadrants to specify the ABO-Rh and Expiration Date and Time to be printed on 4 inch by 2 inch label stock. The information is supplied by clicking on the QII and QIV quadrants located on the right side of the client window. The left side of the window is then used to "Select Label" and "Select Printer" and make any other settings that might be desired. The printing of the desired number of labels is finally accomplished by clicking on the "Print" button. An example of the label that may be produced is shown in the illustration below.

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Illustration 65: ABO-Rh & Expiration Date and Time label example

HemaTrax® Client User GuideISBT Label Printing

Print Product and Expiration Date and Time LabelThe user uses the QIII and QIV quadrants to specify the Product and Expiration Date and Time to be printed on 4 inch by 2 inch label stock. The information is supplied by clicking on the QIII and QIV quadrants located on the right side of the client window. The left side of the window is then used to "Select Label" and "Select Printer" and make any other settings that might be desired. The printing of the desired number of labels is finally accomplished by clicking on the "Print" button. An example of the label that may be produced is shown in the illustration below.

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Illustration 66: Product & Expiration Date and Time label example

HemaTrax® Client User GuideISBT Label Printing

Print Full Face LabelThe user uses the QI, QII, QIII and QIV quadrants to specify the Unit Number/Facility, ABO-Rh, Product and Expiration Date and Time to be printed on 4 inch by 4 inch label stock. The information is supplied by clicking on the QI, QII, QIII and QIV quadrants located on the right side of the client window. The left side of the window is then used to "Select Label" and "Select Printer" and make any other settings that might be desired. The printing of the desired number of labels is accomplished by clicking on the "Print" button. An example of the label that may be produced is shown in the illustration below.

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Illustration 67: Full Face label example

HemaTrax® Client User GuideMaintenance

MaintenanceThe "Maintenance" selection is located on the menu bar located just below the window title bar at the top of the HemaTrax Client application window. The illustration below shows the top portion of the HemaTrax window with the menu bar.

The "Maintenance" selection is located on the left side of the menu bar. When the "Maintenance" menu bar selection is clicked, the drop-down list of "Maintenance" selections, as shown in the illustration below, are displayed.

Facility InformationThe "Facility Information" selection of the "Maintenance" menu list, when clicked will display a window which will allow for the addition, change and deletion of facilities stored in a table located on the remote print server. This function is not available when operating in local (slave) mode. For detailed information about the maintenance functions of the this portion of the HemaTrax Client application, please reference the section of this guide entitled "Facility Information Maintenance".

Licensed Product by FacilityThe "Licensed Product by Facility" selection of the "Maintenance" menu list, when clicked will display a window which will allow for the addition, change and deletion of product codes for which a facility is licensed by the FDA and which are stored in a table located on the remote print server. This function is

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Illustration 68: HemaTrax Client menu bar

Illustration 69: Maintenance drop-down menu

HemaTrax® Client User GuideMaintenance

not available when operating in local (slave) mode. For detailed information about the maintenance functions of the this portion of the HemaTrax Client application, please reference the section of this guide entitled "Licensed Products by Facility Maintenance".

NCode ListThe "NCode List" selection of the "Maintenance" menu list, when clicked will display a window which will allow for the addition, change and deletion of the short and long form test messages that are associated with each of the general special 'N-Series' test codes. For detailed information about the maintenance functions of the this portion of the HemaTrax Client application, please reference the section of this guide entitled "NCode List Maintenance".

Printer Port ConfigurationThe "Printer Port Configuration" selection of the "Maintenance" menu list, when clicked will display a window which will allow for the addition, change and deletion of printer port definitions. For detailed information about the maintenance functions of the this portion of the HemaTrax Client application, please reference the section of this guide entitled "Printer Port Configuration Maintenance".

Product Maintenance SelectionThe "Product Maintenance" selection of the "Maintenance" menu list, when clicked will display a window which will allow for the addition, change and deletion of ICCBBA and locally defined product codes. This function is not available when operating in local (slave) mode. For detailed information about the maintenance functions of the this portion of the HemaTrax Client application, please reference the section of this guide entitled "Product Maintenance".

Qwik-Pik Product ListThe "Qwik-Pik Product List" selection of the "Maintenance" menu list, when clicked will display a window which will allow for the addition, change and deletion of the Qwik-Pik products. The Qwik-Pik product list is intended to provide fast access to the list of products routinely manufactured or modified by a facility. This function is not available when operating in local (slave) mode. For detailed information about the maintenance functions of the this portion of the HemaTrax Client application, please reference the section of this guide entitled "Qwik-Pik Product List Maintenance".

Security Level DefaultsThe "Security Level Defaults" selection of the "Maintenance" menu list, when clicked will display a window which will allow for the selection of various user capabilities on a user-by-user basis. For detailed information about the maintenance functions of the this portion of the HemaTrax Client application, please reference the section of this guide entitled "Security Level Maintenance".

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HemaTrax® Client User GuideFacility Information Maintenance

Facility Information MaintenanceWith the HemaTrax Client window displayed, the user may elect to enter Facility Information Maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the Client window and then by clicking on the "Facility Information" item displayed in the "Maintenance" drop-down list displayed. These selections are shown in the illustration immediately below.

Upon clicking the "Facility Information" selection a "Facility Maintenance" window similar to the one shown in the illustration below will be displayed.

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Illustration 70: Facility Information maintenance selection

HemaTrax® Client User GuideFacility Information Maintenance

If there are facilities that have already been defined, then these will be listed in the grid located in the bottom half of the window. In the illustration three facilities are shown in the grid.

Adding New FacilityTo add a new facility, the user positions the cursor in the edit box labeled "Facility World Code" and types in the appropriate five character entry. After entering the "Facility World Code" the user moves to the next entry box by typing the "Tab" key (⇥). The process of entering text in the edit boxes and then pressing the "Tab" key (⇥) to move to the next entry box continues until all of the necessary information has been entered. To record the information in the database the user will click on the "Add/Update" button, which is located to the right of the license "Holder City State and Zip" edit box.

After clicking the "Add/Update" button, the new facility information should appear highlighted in the grid at the bottom half of the window.

To clear the facility information from the edit boxes the user clicks on the "Clear" button, which is located immediately to the right of the "Add/Update" button.

Deleting or Updating an Existing Facility's InformationTo update (change) the information for an existing facility, the user selects the facility by clicking on desired facility that is listed in the grid located in the bottom half portion of the "Facility Maintenance" window. Clicking anywhere in the displayed facility line in the grid will cause the facility's information to be loaded into the edit boxes in the top portion of the window. The illustration below shows the maintenance window appearance after a facility has been selected in the grid.

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Illustration 71: Facility Maintenance window

Illustration 72: Facility selected for

HemaTrax® Client User GuideFacility Information Maintenance

Once the facility has been selected and the edit boxes have been automatically populated with the selected facility's information, the user may then edit the existing information using the mouse cursor and keyboard and then update the information in the database by clicking the "Add/Update" button. Alternatively, the user may elect to delete the selected facility by clicking on the "Delete" button. The "Delete" button is located at the bottom and right side of the window.

After the "Add/Update" button is clicked the information in the grid for the selected item will be changed to reflect any changes made in the edit boxes above.

After pressing the "Delete" button the selected item in the grid for the selected facility will disappear and the contents of the edit boxes above will also be cleared.

Facility Maintenance Window ControlsThe following paragraphs describe each of the controls found in the Facility Maintenance window.

Facility World CodeThe "Facility World Code" edit box is used to display the five character ICCBBA assigned facility identification number for a facility selected in the grid. The box also allows a user to enter the code for a new facility or alter the number for a facility selected in the grid. Upon entering the fifth character of the "Facility World Code" the cursor will automatically advance to the next edit box ("Registration Number") in the window.

Attempting to enter characters that are invalid based on the cursor position within the entry will cause an audible beep on computers that have audio speakers and the typed character will not appear in the edit box and the cursor will not advance.

Note:The Facility World Code ( Facility Identification Number) has the format: X9999, where 'X' represents any character in the ranges {'A' to 'Z', '0' to '9'} and the 9's represent any characters in the range {'0' to '9'}. See the ISBT 128 Technical Specification document for more information.

Registration NumberThe "Registration Number" edit box is used to display the seven character FDA assigned "Registration Number" for a United States facility selected in the grid. The box also allows a user to enter the number for a new facility or alter the number for a facility selected in the grid. When the user either presses the "Tab" key (⇥) or enters a tenth digit the cursor will automatically advance to the next edit box ("License Number") in the window.

Attempting to enter characters that are invalid in the entry box will cause an audible beep on computers that have audio speakers, the typed character will not appear in the edit box and the cursor will not advance.

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Illustration 72: Facility selected for

HemaTrax® Client User GuideFacility Information Maintenance

Note:The Registration Number has the format: 9999999, where the 9's represent any characters in the range {'0' to '9'}. The field has the capacity to represent numbers longer than seven digits in order to facilitate its use more generally in other countries.

License NumberThe "License Number" edit box is used to display the three or four digit FDA assigned "Registration Number" for a United States facility selected in the grid. The box also allows a user to enter the number for a new facility or alter the number for a facility selected in the grid. When the user either presses the "Tab" key (⇥) or enters a eighth digit the cursor will automatically advance to the next edit box ("Facility Name") in the window.

Attempting to enter characters that are invalid in the entry box will cause an audible beep on computers that have audio speakers, the typed character will not appear in the edit box and the cursor will not advance.

Note:The Registration Number has the format: 9999999, where the 9's represent any characters in the range {'0' to '9', '-'}. The field has the capacity to represent numbers longer than seven digits in order to facilitate its use more generally in other countries. Also, the field will accept the dash '-' used by some facilities in the Department of Defense.

Facility NameThe "Facility Name" edit box is used to display the Facility Name which may be up to one hundred characters in length. The box also allows a user to enter the name for a new facility or alter the name for a facility selected in the grid. When the user either presses the "Tab" key (⇥) or enters the 100th character the cursor will freeze and not allow any more characters to be entered in the edit box.

Note:For facility names that are longer than fifty characters, the facility name will have to print on two lines. In order to break the facility name at the appropriate place the user must insert a pipe character, "|", in the line. The pipe character marks the correct point at which to break for the second line. The pipe character itself is not printed.

Facility City State & ZipThe "Facility City State & Zip" edit box is used to display the Facility Location. This entry may be up to thirty-six characters in length. The edit box allows a user to enter the city, state and zip code of a new facility or alter the location information for a facility selected from the grid below. When the user enters the 36th character the cursor will freeze and not allow any more characters to be entered in the edit box. If the user presses the "Tab" key (⇥) the cursor will advance to the next entry box (License Holder Name).

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HemaTrax® Client User GuideFacility Information Maintenance

License Holder NameThe "License Holder Name" edit box is used to display the Name of the License Holder which may be up to one hundred characters in length. The box also allows a user to enter the name for a new License Holder or alter the License Holder Name for a facility selected in the grid. When the user either presses the 100th character the cursor will freeze and not allow any more characters to be entered in the edit box. If the user presses the "Tab" key (⇥) the cursor will advance to the next entry box (Holder City State & Zip).

Holder City State & ZipThe "Holder City State & Zip" edit box is used to display the License Holder's Location. This entry may be up to thirty-six characters in length. The edit box allows a user to enter the city, state and zip code of a new license holder or alter the location information for a license holder of a facility selected from the grid below. When the user enters the 36th character the cursor will freeze and not allow any more characters to be entered in the edit box. If the user presses the "Tab" key (⇥) the cursor will advance to the next Window object ("Add/Update" button).

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HemaTrax® Client User GuideLicensed Products by Facility Maintenance

Licensed Products by Facility MaintenanceWith the HemaTrax Client window displayed, the user may elect to enter Facility Information Maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the Client window and then by clicking on the "Licensed Products by Facility" item displayed in the "Maintenance" drop-down list displayed. These selections are shown in the illustration immediately below.

Upon clicking the "Licensed Product by Facility" selection a "Licensed Product by Facility" window similar to the one shown in the illustration below will be displayed.

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Illustration 73: Licensed Products by Facility maintenance selection

HemaTrax® Client User GuideLicensed Products by Facility Maintenance

Adding a Licensed Product for a FacilityWith the "Licensed Products by Facility" window displayed there should be one or more facilities listed in the string grid box labeled "Select Facility" , which is located in the upper portion of the window. If no facilities are listed in the string grid, please see the previous section of this guide entitled "Facility Information Maintenance" to add a facility.

Selecting a FacilityTo select a facility for which one or more products will be defined as licensed, the user merely clicks on the line in the string grid that corresponds to the facility for which a licensed product is to be added. Upon selection of a facility the line will be highlighted as white lettering on a blue background. Any products that have already been specified as being licensed for the facility will be listed in the list box that is labeled "Licensed Products", which is located in the lower right hand portion of the window. The facility ID number, assigned by the ICCBBA, will also be displayed in the box labeled "Facility World Code" located in the upper left hand corner of the window.

Selecting a Licensed ProductThere are a couple of ways to specify a product for inclusion in the licensed products list. The first method is to directly enter the ICCBBA product code and the second method is to search for a product based on its known characteristics and then choose the product from a list of matches. Both methods are discussed in more detail in the following paragraphs.

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Illustration 74: Licensed Products by Facility window

HemaTrax® Client User GuideLicensed Products by Facility Maintenance

Direct Product Code EntryTo add a product for which the ICCBBA product code is already known, the user enters the ICCBBA product code into the edit box labeled "Product Code", which is located in the upper left area of the window. After making the product code entry the user clicks on the "Add" button, located immediately to the right of the entry box. If the product code entered in a valid ICCBBA product that is stored in the HemaTrax product label database, then the product code and description should appear in the "Licensed Products" list box in the lower right hand portion of the window.

If a product code is entered for which there is no entry in the HemaTrax product label table, then upon clicking the "Add" button an error dialog box will appear on the screen as shown in the illustration below.

If a facility was not selected before the "Add" button was clicked then the warning dialog shown below will be displayed.

Search and Select Product EntryWhen the user doesn't know the ICCBBA product number that is to be added to the facility's licensed products list, the search and select method will allow the user to find the appropriate product. This method makes it possible for the user to narrow the range of products for selection by specifying the known characteristics of the product to be licensed.

Product Code Search PanelWithin the "Product Code Search" panel are all of the controls used to specify the known characteristics of a product that will be used to find matches. Through the use of the various drop-down selection

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Illustration 75: Can't find referenced product code error dialog box

Illustration 76: "Select facility first" warning dialog box

HemaTrax® Client User GuideLicensed Products by Facility Maintenance

boxes, check boxes and the "Search" button the user may specify the characteristics of the product they are looking for and then search the table for all products matching those characteristics.

Drop-Down Selection BoxesThe drop-down selection boxes (combo boxes) are labeled "Product Category", "Product Modifier", "Anticoagulant", "Additive Solution", "Storage Temperature", "Draw Volume" and Manufacturing Caution". By clicking on the n-pointing-arrow button located on the right side of these selection boxes, a list of selections will be displayed. The user chooses from the displayed list of items by placing the mouse pointer on the desired item and then clicking the left mouse button.

Check BoxesThe check boxes are labeled "Irradiated" and "System Opened". When either or both are checked it indicates that only products with the checked combination will be matched.

Search ButtonClicking the search button will cause the application to scan through the HemaTrax product label table for matches to the product characteristics that have been specified in the drop-down- selection boxes and check boxes in the "Product Code Search" panel.

Searched ProductsThe "Searched Products" list is located in the lower left portion of the window. During a product search all products that match the specified characteristics, as specified in the selection boxes and check boxes, will be listed in this list.

Selection of Searched ProductsTo specify one or more of the products listed in the "Searched Products" list as licensed, the user first highlights the products listed in the "Searched Products" list. If only one item is to be selected the user merely clicks on the desired item. If more than one item is to be selected, then the user holds down the Control (Ctrl) key while clicking on the desired items in the "Searched Products" list.

After highlighting one or more items in the "Searched Products" list, the items are moved to the "Licensed Products" list by clicking on the right-pointing-arrow" button located between the "Search Products" and Licensed Products" lists.

Removing a Licensed Product for a FacilityThe paragraphs that follow describe the process for removing licensed products listed for a facility.

Selecting the FacilityTo remove a product that is licensed for a facility the user must first select which facility by clicking on one of the facility lines displayed in the string grid labeled "Select a Facility" in the upper portion of the

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HemaTrax® Client User GuideLicensed Products by Facility Maintenance

"Licensed Products by Facility" window. With a facility highlighted, the list of licensed products will be displayed in the list box that is labeled "Licensed Products" located in the lower right hand portion of the window.

Selecting Licensed ProductsThe list box in the lower right hand portion of the "Licensed Products by Facility" window displays the licensed products for the selected facility. The user may select one or more products in this list to be deleted. To select one product the user clicks on the item in the list. To select multiple products the user may hold down the "Ctrl" (control) key while clicking on the products to be deleted from the licensed products list. As products are selected they are highlighted with a dark blue background and white lettering.

Removing Selected Products from the Licensed ListWith products highlighted as described in the previous paragraph the user may now remove them by clicking on the left-pointing-arrow button located in between the "Searched Products" and "Licensed Products" list boxes. After clicking the left-pointing-arrow button the products highlighted in the "Licensed Products" list will disappear.

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HemaTrax® Client User GuideLicensed Products by Facility Maintenance

85

HemaTrax® Client User GuideEdit N Codes Maintenance

NCode List MaintenanceWith the HemaTrax Client window displayed, the user may elect to enter N Codes List Maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the Client window and then by clicking on the "NCode Edit" item displayed in the "Maintenance" drop-down list displayed. These selections are shown in the illustration immediately below.

Upon clicking the "NCode List" selection an "Edit NCodes" window similar to the one shown in the illustration below will be displayed.

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Illustration 78: NCodes Edit maintenance window

Illustration 77: NCode Edit maintenance selection

HemaTrax® Client User GuideEdit N Codes Maintenance

The "Edit NCodes" window allows the user to change the "Short" and "Long" label text fields that are associated with the test codes supplied. The maintenance function doesn't allow for the addition or deletion of the actual codes or the ICCBBA supplied descriptions of the codes.

NCode Item SelectionTo select an NCode for editing the user merely clicks on the desired item in the string grid list located in the bottom portion of the window. To select items beyond the bottom of the displayed list the user may use the vertical slider control located along the right edge of the string grid.

After clicking on the desired selection the "NCode" and "Description" display-only fields located near the top of the window will indicate the item has been selected and the "Label Text (With Bar Code)" and "Label Text (Without Bar Code)" edit boxes will contain any associated text that may have already existed for the selected item.

Label Text (With Bar Code)The "Label Text (With Bar Code)" edit field displays the text that will print below the test result bar code when this N Code is selected for printing in the quadrant four label. When a test bar code is present there is only enough room on the label for two lines of test result text. The user indicates a line break by including the pipe (vertical bar) character "|" in the label text entered in the "Label Text (With Bar Code)" edit field.

Label Text (Without Bar Code)The "Label Text (Without Bar Code)" edit field displays the text that will print in the quadrant four label when the N Code is not bar coded. With no bar code present there is enough room on the label to include about four lines of test result text. The user indicates the start of a new line by including the pipe (vertical bar) character "|" in the "Label Text (Without Bar Code)" edit field.

Update ButtonTwo record the changes made to the text fields for the selected NCode item, this button is clicked. After clicking this button the text fields associated with the selected NCode will be updated to reflect the changes that have been made.

Clear ButtonClicking on the clear button clears the contents of both of the entry fields for the selected NCode item.

Exit ButtonClicking the "Exit" button closes the "Edit NCodes" window.

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HemaTrax® Client User GuidePrinter Port Configuration Maintenance

Printer Port Configuration MaintenanceWith the HemaTrax Client window displayed, the user may elect to enter Printer Port Configuration Maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the Client window and then by clicking on the "Print Port Configuration" item displayed in the "Maintenance" drop-down list displayed. These selections are shown in the illustration immediately below.

Upon clicking the "Printer Port Configuration" selection a "Printer Port Configuration" window similar to the one shown in the illustration below will be displayed.

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Illustration 80: Print Port Configuration maintenance window

Illustration 79: Printer Port Configuration maintenance selection

HemaTrax® Client User GuidePrinter Port Configuration Maintenance

Note: Depending upon a users security level or the menu enabling codes set by the system administrator, this maintenance function may not be available to all users. If you cannot find this function in the maintenance menu drop-down list and you believe that you need access to this functionality, you should consult with the HemaTrax System administrator to see if this maintenance function is something that you should be dealing with and be given access to.

Adding/Updating a Printer Port DefinitionTo add a new port definition the user must use the "Port Number" selection box located in the upper left portion of the window to select a port number for which no definition appears in the string grid component located in the bottom half of the window area. To update an existing port number the user may either use the "Port Number" selection box already described or may click on the appropriate port definition line of the string grid located in the bottom half of the window.

If a new port is selected, then the controls located in the upper portion of the window will appear blank (without any settings). If a port has been selected that is already defined, then the controls in the upper portion of the window will take on the settings that have already been established for the selected port.

For detailed information about the purpose and use for each of the controls in the window skip forward to the section entitled Port Configuration Controls below.

Deleting a Printer Port DefinitionTo delete an existing printer port definition the user may either select the port by using the "Port Number" selection control or by clicking on the line displaying the definition in the string grid located in the bottom half portion of the window. Once a printer port definition has been selected it may be then deleted when the user clicks on the "Delete" button located in the bottom right area of the window.

Printer Port Configuration ControlsThe following paragraphs describe the properties and use of each of the controls located in the "Printer Port Configuration" window.

Port NumberWith the Print Port Configuration window displayed the user will click on the downward pointing arrow of the "Port Number" list box. From the drop-down list of port numbers that is then displayed, the user will select the number of a port that is NOT currently defined in the list of port definitions shown in the string grid box in the bottom portion of the window. The selection is made by clicking on the appropriate port number in the drop-down list. The slider control that appears along the right edge of the displayed port number list can be used to scroll up or down through the list of port numbers.

Printer AddressThe "Printer Address", which is also referred to as the "Printer Interface" in the server documentation is an important text entry used to direct the printer command streams generated by the HemaTrax Software, to the target printer. This "Address" may be either the Serial Communications Port number

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(COM1 through COM32) or the Dotted IP Address, such as (192.168.0.123), of a network ready printer attached to the local network.

Serial Printer AddressThe serial print address is entered as "COM" immediately followed by an integer in the range 1 to 32. So a valid serial printer address would be any entry in the range from "COM1" to "COM32". The COM address is the hardware port address available on the local computer that is hosting the HemaTrax Print Server application. Most computers have a limited number of serial ports available and usually restricted to COM addresses in the range (COM1 to COM4).

Dotted IP Printer AddressIn order to function properly with HemaTrax, the Ethernet ready label printers are assigned what is known as a static IP addresses. "Static" implies that the IP address assigned to the printer does not change dynamically or in other words the address of the printer is fixed and unchanging. The dotted IP address is composed of four integers, each in the range 0 to 255 and each separated from the other by a period. An example of a dotted IP address is "192.168.1.25". If you are uncertain of the printer's IP address, consult your IT professional for assistance.

Printer DescriptionThe "Printer Description" edit box will accept up to forty characters of information. This field is used to differentiate between the various defined ports. Typically information is entered here that uniquely describes the printers one from the other. For example the printer's location within a department might entered or may be the printer's model and serial number. It's really what best describes a printer uniquely and totally up to the user.

Printer Model SelectionThe "Printer Model" selection list allows the user to define which manufacturer/model printer is assigned to the port number. The list is exposed by clicking on the down-arrow box located on the right side of the control. When clicked a list of possible manufacturer/models is displayed. The user makes the choice by clicking on one of the items from the exposed list. At the time this was written the HemaTrax (blood bank enhanced) printers were manufactured by SATO America and Zebra Technologies. The printers were all enhanced in their firmware to handle blood bank labeling and were capable of supporting 300 DPI print resolution.

Baud RateThe "Baud Rate" selection is made by clicking one of several possible baud rate buttons. Baud rates of 1200, 2400, 4800, 9600 and 19200 are available. While these baud rates are linked exclusively to serial printing, it is never the less important to pick one (typically 9600) even if the printer is a network ready printer.

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COM CRCTwo mutually exclusive radio buttons provide a means of either choosing "Yes" or "No" for the COM CRC setting. This determines whether or not communications cyclic redundancy checking will be performed. If the printer is not being used on a serial connection, then "No" should be selected. If a serial cable and serial communications are going to be used to send label formats to the printer, then it is advisable that COM CRC be enabled ("Yes").

Note: Selecting COM CRC ("Yes") by itself is not sufficient to engage the communications error checking capability. Settings must also be made on the printer in order to establish this checking mechanism.

Label FormThe "Label Form" drop-down list provides a means to select which of the many label forms is currently loaded into the printer at the specified port number. By clicking on the down-arrow box located on the right side of the control a list of possible forms is exposed. The user selects a label form by clicking on the appropriate item in the displayed list. The slider control located along the right side of the exposed list can be used to scroll up and down through the listed items.

Offsets (X, Y)In the "Offsets" panel are two edit boxes. Each box accepts a coordinate offset value that permits the printed image to be shifted along the vertical and horizontal axis of the printed label. Increasing the X value causes the image to be shifted to the right across the label. Increasing the Y value causes the printed label image to be shifted downward from the top of the printed label.

Add/Update buttonClicking on the "Add/Update" button causes the information that has been entered or changed for the current port to be saved in the print port configuration file.

Clear buttonClicking on the "Clear" button clears all information located in the edit boxes, drop-down lists and radio buttons for the selected or new port definition.

Port Information String GridThe unlabeled string grid located in the bottom half of the window displays the ports for which there are defined printers. The string grid can be used to select ports for which definitions are to be changed or deleted. Clicking on any part of the port definition line in the string grid will cause the information to be displayed in the various control in the upper portion of the window.

Delete buttonAfter selecting a defined port by either clicking on the appropriate string grid row at the bottom of the

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window or by selected the port number from the drop-down list located in the upper left portion of the window, the port definition can be deleted by then clicking on this "Delete" button.

Exit buttonThe "Exit" button provides an alternative way of closing the "Printer Port Configuration" window. The other method of closing the window is by clicking on the "X" button located in the right corner of the window's title bar.

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HemaTrax® Client User GuideProduct Maintenance

Product MaintenanceWith the HemaTrax Client window displayed, the user may elect to enter Product Maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the Client window and then by clicking on the "Product Maintenance" item displayed in the "Maintenance" drop-down list displayed. These selections are shown in the illustration immediately below.

Upon clicking the "Product Maintenance" selection a "View/Edit Product" window similar to the one shown in the illustration below will be displayed.

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Illustration 82: Product Maintenance window

Illustration 81: Product Maintenance maintenance selection

HemaTrax® Client User GuideProduct Maintenance

A major portion of the "Product Maintenance" window is comprised of three tabbed pages labeled "Product Search Attributes","Product Label Information" and "Unknown Volumes and Measures". Above and below these tabbed pages are buttons and a labeled entry (edit) box.

Search For Product ButtonAt the top and left most portion of the window is the "Search For Product" button. When this button is clicked the "Product Look Up" window is displayed. The "Product Look Up" window provides a couple of ways to select a product: (1) directly entered an ICCBBA product code or (2) specifying a product's known characteristics and then performing a search on match operation over the database. For more information regarding the "Product Look Up" window and its use please consult that section in this guide.

Product Code Entry BoxThe entry box labeled "Enter New Product Code or Existing One to Edit" provides a method of directly specifying the ICCBBA product code of the product label record to be added or changed. This edit box accepts the five character product code of a product to be added or edited.

Upon typing the the fifth character of the product code a automatic search for the product is attempted.

If the search doesn't yield an existing record, then an information dialog box will be displayed with the message "ERR(012) Can't find referenced product code". Clicking the "OK" button in the dialog box will clear the dialog from the screen. An example of this dialog is shown in the illustration below.

If the search yields a match, then the selection boxes, check boxes, memos and edit boxes of the tabbed pages will assume the information read from the matched database record.

For example if the ICCBBA product code "E5086" is entered into the entry box, then the boxes of the "Product Search Attributes" tabbed page will be populated with the information as shown in the following illustration.

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Illustration 83: Can't find reference product code dialog box

HemaTrax® Client User GuideProduct Maintenance

Product Maintenance Tabbed PagesThere are three page tabs located vertically along the upper portion of the "product Maintenance" window. The tabs are labeled "Product Search Attributes", "Product Label Information" and "Unknown Volumes and Measures". The user may move between these tabbed pages by clicking on the title of the tab. The following paragraphs describe each tabbed page and the use of the edit and selection boxes and other controls found on each one of them.

Product Search AttributesThere are ten windows controls displayed on the "Product Search Attributes" tabbed page. The paragraphs that follow will describe each of these windows controls. This tabbed page is used to encode a search index key used to find products having the product attributes selected.

Product CategoryClicking on the down-arrow located on the right hand side of the "Product Category" selection box will cause a list of possible product categories (classes) to be displayed. The user selects one of these product categories that matches the product that is being defined. The selection is made by clicking on the text of the desired list item. After clicking on a listed item the drop-down list will disappear and the text of the selected item will be displayed in the selection box.

At the time this guide was being written there were twenty-one product categories (classes) as follows:

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Illustration 84: Product Search Attributes for ICCBBA product E5086

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Cyroprecipitated AHF, Fresh Frozen Plasma, Granulocytes, Granulocytes/Platelets, Leukocytes, Lymphocytes, Monocytes, Plasma, Platelets, Platelet-Rich Buffy Coat, Platelet-Rich Plasma, Pooled Cyroprecipitated AHF, Pooled Fresh Frozen Plasma, Pooled Granulocytes, Pooled Plasma, Pooled Platelet-Rich Buffy Coat, Pooled Platelets, Pooled Serum, Red Blood Cells, Serum and Whole Blood.

Product ModifierClicking on the down-arrow located on the right hand side of the "Product Modifier" selection box will cause a list of possible product modifiers to be displayed. The user selects one of these modifiers to match the appropriate modifier, if any, of the product that was selected. After clicking on a listed item the list will disappear and the text of the selected item will be displayed in the selection box.

At the time this guide was written there were twenty-one product modifiers as follows:

Apheresis, Deglycerolized, Deglycerolized Apheresis, Deglycerolized Rejuvenated, Deglycerolized Rejuvenated Apheresis, Frozen, Frozen Rejuvenated, Frozen Rejuvenated Apheresis, Liquid, Liquid Apheresis, Lyophilized, Reconstituted, Rejuvenated, Rejuvenated Apheresis, Thawed, Thawed Apheresis, Washed, Washed Apheresis, Washed Thawed and Washed Thawed Apheresis

AnticoagulantClicking on the down-arrow located on the right hand side of the "Anticoagulant" selection box will cause a list of possible anticoagulants to be displayed. The user selects one of these to match the anticoagulant used at the time the product was collected or during processing. After clicking on a listed item the list will disappear and the text of the selected item will be displayed in the selection box.

At the time this guide was written there were twenty-four anticoagulant choices as follows:

None, 0.5 CPD, ACD-A, ACD-B, CP2d, CP2DA, CPD, CPD-50, CPDA-1, DMSO, Gly17%, , Gly35%, Gly40%, Heparin, NaCitrate, NaCitrate-HES, NaCitrate-HES-ACD-A, Not Specified, PAGGS-M, PASII, PASIII, PASIIIM+, PASIIIMgK and SAGM

Additive SolutionClicking on the down-arrow located on the right hand side of the "Additive Solution" selection box will cause a list of possible additive solutions to be displayed. The user selects one of these to match the additive solution used at the time the product was collected or during processing. After clicking on a listed item the list will disappear and the text of the selected item will be displayed in the selection box.

At the time this guide was written there were eight additive solution choices as follows:

None, AS-1, AS-2, AS-3, AS-5, PASIII, MAP and SAGM

Storage TemperatureClicking on the down-arrow located on the right hand side of the "Storage Temperature" selection box will cause a list of possible storage temperatures to be displayed. The user selects one of these to match

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the temperature that the product is stored at after processing. After clicking on a listed item the list will disappear and the text of the selected item will be displayed in the selection box.

At the time this guide was written there were thirteen storage temperature choices as follows:

1 to 6 C, Room Temperature, Less than 37 C, 20 to 24 C, -18 C or colder, -20 C or colder, Less than -5 C, Less than -20 C, Less than -25 C, Less than -30 C, Less than -65 C, -80 C or colder and Less than -120 C

Draw VolumeClicking on the down-arrow located on the right hand side of the "Draw Volume" selection box will cause a list of possible blood draw volumes to be displayed. The user selects one of these to match the volume of blood originally collected. After clicking on a listed item the list will disappear and the text of the selected item will be displayed in the selection box.

At the time this guide was written there were nine draw volume choices as shown in the following table:

Draw Volumes

200 ml

250 mL

300 mL

350 mL

400 mL

450 mL

500 mL

NS (Not Specified)

XX (Unknown)

Table 1: Draw Volumes

Manufacturing CautionClicking on the down-arrow located on the right hand side of the "Manufacturing Caution" selection box will cause a list of the possible product manufacturing intended use statements to be displayed. The user selects one of these to match the intended manufacturing use of the product. After clicking on a listed item the list will disappear and the text of the selected item will be displayed in the selection box.

At the time this guide was written there were six manufacturing intended use choices as shown in the table below:

Manufacturing Intended Use(Manufacturing Caution)

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For Transfusion

For Mnf: Injectable

For Mnf: Injectable, Restricted Use

For Mnf: Non-Injectable

For Mnf: Non-Injectable, Restricted Use

Not for Transfusion or Further Manufacture

Table 2: Manufacturing Intended Use (Manufacturing Caution)

IrradiatedClicking on the "Irradiated" check box toggles the check mark in the box on and off. When the "Irradiated" check box is checked, it indicates that the product has been irradiated. The default state of the check box is "not checked".

System OpenedClicking on the "System Opened" check box toggles the check mark in the box on and off. When the "System Opened" check box is checked, it indicates that the product collection system has been opened. The default state of the check box is "not checked".

ClearClicking on the "Clear" button causes all of the controls located on the "Product Search Attributes" tab page to be returned to their unselected state.

Product Label InformationThe Windows controls (edit boxes, selection boxes, buttons, etc.) located on this tabbed page are used to specify the verbiage that will be printed in the product label quadrant for the product code entered. The following paragraphs explain each of these entries. The illustration below shows the entries in the "Product Label Information" tabbed page for the ICCBBA product code "E5086".

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Product DescriptionThe "Product Description" text edit box, located along the top of the tabbed page, is used to enter a detailed description of the product. This text is NOT printed on the product label. The information serves to verify to the user the exact characteristics of the product that has been selected. Typically this description will follow the description of the product as it would be listed in the ICCBBA blood product database. The maximum entry length for this text field is one-hundred-twenty-eight characters.

An example of a product description, as found in the ICCBBA product data table for product code "E1249" is shown immediately below:

Thawed Apheresis FRESH FROZEN PLASMA|ACD-A/XX/refg|Open|Irradiated|Fin Con:NS|Aphr not automated

Product ModifierThe "Product Modifier" text edit box allows the user to enter an optional product modifier that is up to forty characters in length. This text will print above the product name on the product label.

Product NameThe "Product Name" text edit box allows the user to enter the required product name that is up to forty characters in length. This text will print as the product name on the product label.

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Illustration 85: Product Label Information for ICCBBA product E5086

HemaTrax® Client User GuideProduct Maintenance

Additive SolutionThe "Additive Solution" text edit box allows the user to enter the optional additive solution for the product. The entry for this field may be up to forty characters long. The additive solution, if specified, will print below the product name on the label.

AttributesThe "Attributes" memo box allows for the entry of one or more product attributes. Each attribute should be separated from the next with the vertical bar character, "|". Any attributes will print below the product name on the product label. Attributes include, but are not limited to the following examples:

"IRRADIATED", "LEUKOCYTES REDUCED", "PLASMA ADDED", "PLASMA REDUCED", "PLATELETS REDUCED", "SUPERNATANT REDUCED", "SUPERNATANT REMOVED", "LOW VOLUME" and "OPEN SYSTEM"

Intended UseThe "Intended Use" selection box is used to encode the intended manufacturing use for the product. This setting possibly used in conjunction with other information determined at labeling time will product the appropriate manufacturing caution statement that may appear below the product name on the product label. There are six possible choices for this entry as follows:

For transfusion (the default)For mnf: InjectableFor mnf: Injectable (restricted use)For mnf: Non-InjectableFor mnf: Non-Injectable (restricted use)Not for transfusion or further manufacture

Collection / Expiration DateThe "Collection / Expiration Date" radio button panel is used to indicate what type of date and time requirements there are for the product. There are four mutually exclusive choices as follows:

None SpecifiedCollection Date RequiredExpiration Date RequiredCollection & Expiration Date Required

ExpirationThe "Expiration" panel contains two Windows controls that are used in combination to specify the expiration period for the product.

PeriodThe "Period" text edit box within the Expiration panel is used to enter the expiration period as an integer

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value. This box may be left blank if no specific period is to be defined.

UnitThe "Unit" selection box is sued to specify the units of time measure in conjunction with the "Period" entry within this panel. A selection is made by clicking on the down-arrow button located on the right side of the selection box. with the drop-down list exposed the user clicks on one of the items in the selection list. At the time this guide was written the following selection choices were available:

ExpirationUnits

Hours

Days

Years

Table 3: Expiration Units

Additional InformationThe "Additional Information" memo box allows the user to enter the other information that will appear on the product label. At a minimum this would include the product volume and storage temperature information. The order and format of this information is controlled by a labeling authority such as the FDA in the United States. The user may insert the vertical bar character, "|", in the text of this memo box in order to force the beginning of a new line on the printed label. This entry is limited to 500 characters.

Including a question mark, "?", in the entry indicates a position in the text where a volume, measure or other text may be inserted before the label is printed. These place holders are referred to as unknown volumes. The next tabbed page, "Unknown Volumes and Measures" defines what these unknown volumes are.

Unknown Volumes and MeasuresAllows the user to assign various characteristics to each unknown volume indicated by the insertion of the optional question marks in the "Additional Information" memo box of the "Product Label Information" tabbed page. The illustration below shows how this tabbed page appears for the ICCBBA product code "E5086".

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Prompt #For each question mark, "?", that appears in the "additional Information" memo box of the "Product Label Information" tab page a numbered prompt will appear on the "Unknown Volumes and Measures" tab page. A prompt number of "1" indicates that this is the information as it applies to the first question mark appearing the memo text as it is read from left to right and top to bottom. The entry is supplied by the application and can not be changed by the user.

Volume TypeThe "Volume Type" selection box allows the user to assign a type to the unknown volume. At the time this guide was being written the volume types were as follows:

Volume Types

Original draw volume

Unit volume in mLs or Split volume

Anticoagulant volume in mLs

HES volume in mEq

Number of units in pool

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Illustration 86: Unknown Volumes and Measures for ICCBBA product E5086

HemaTrax® Client User GuideProduct Maintenance

Anticoagulant abbreviation

Additive solution volume in mLs

Plasma added volume in mLs

Hematocrit measurement in per cent

Plasma ABO-Rh text

Table 4: Volume Types

Volume or Measure Request PromptThe "Volume or Measure Request Prompt" text edit box specifies the prompting text that will be displayed to the user to solicit the proper entry for the unknown volume value. This text box will hold a prompt up to forty character in length.

>= Low ValueWhen soliciting numeric entries it is possible to specify a low value limit that can be checked at value entry time. The "<= Low Value" edit box allows a numeric value to be specified below which the entry will be rejected with an error message. Leaving this field blank indicates that there is no lower limit established.

< High ValueWhen soliciting numeric entries it is possible to specify a high value limit that can be checked at value entry time. The "> High Value" edit box allows a numeric value to be specified above which the entry will be rejected with an error message. Leaving this field blank indicates that there is no high value limit established.

Product Maintenance Window Button ControlsLocated at the bottom of the "Product Maintenance" window are a series of buttons used to execute various functions. From left to right these buttons are labeled: "Preview", "Clear All", "Save", "Delete" and "Exit". The following paragraphs explain the use of each of these buttons.

PreviewWhen the "Preview" button is clicked a window is displayed showing what the label will look like for the product information that is defined. The label displayed is a simile of what would be printed. The information for the display is drawn from the entering ICCBBA product code and the entries of the "Product Label Information" tab page. An example of the "Preview" window displayed for the ICCBBA product code "E5086" is shown in the following illustration.

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Clear AllThe "Clear All" button clears all of the entries in all the tab pages and the ICCBBA product code entry box.

SaveClicking on the "Save" button causes the entries made for the currently specified ICCBBA product code to be saved in the alternate product label definition file. The saved code will effectively replace the predefined product shipped and initially installed with the HemaTrax software.

DeleteClicking on the "Delete" button will cause the record associated with the currently entered product code to be deleted from the alternate product definition table.

Important Note:Only the records stored in the alternate product label table can be deleted. Deleting an alternate product label record will cause the originally supplied HemaTrax product record to reappear in the label database. The product label records defined for ICCBBA codes at the time of installation are never really deleted or changed.

ExitClicking the "Exit" button closes the "Product Maintenance" window.

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Illustration 87: Preview window for E5086

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HemaTrax® Client User GuideQwik-Pik List Maintenance

Qwik-Pik Product List MaintenanceThe Qwik-Pik List feature allows users to create and select from a relatively short list of commonly manufactured blood products. The Qwik-Pik list has been implemented as a convenient mechanism for quickly locating products that are being routinely manufactured.

With the HemaTrax Client window displayed, the user may elect to enter Qwik-Pik Product List Maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the Client window and then by clicking on the "Qwik-Pik Product List" item displayed in the "Maintenance" drop-down list displayed. These selections are shown in the illustration immediately below.

Upon clicking the "Qwik-Pik Product List" selection a "Qwik-Pik Maintenance" window similar to the one shown in the illustration below will be displayed.

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Illustration 88: Qwik-Pik Maintenance maintenance selection

HemaTrax® Client User GuideQwik-Pik List Maintenance

Adding a Product to the Qwik-Pik ListWith the "Qwik-Pik Maintenance" window displayed the user has two methods by which a product can be specified for addition to the Qwik-Pik list. These methods are covered in detail in the following paragraphs.

Direct Product Code EntryTo add a product for which the ICCBBA product code is already known, the user enters the ICCBBA product code into the edit box labeled "Product Code", which is located in the upper left area of the window. After making the product code entry the user clicks on the "Add" button, located immediately to the right of the entry box. If the product code entered in a valid ICCBBA product that is stored in the HemaTrax product label database, then the product code and description should appear in the "Current Qwik-Pik List" list box in the lower right hand portion of the window.

If a product code is entered for which there is no entry in the HemaTrax product label table, then upon clicking the "Add" button an error dialog box will appear on the screen as shown in the illustration below.

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Illustration 89: Qwik-Pik Maintenance window

HemaTrax® Client User GuideQwik-Pik List Maintenance

Search and Select Product EntryWhen the user doesn't know the ICCBBA product number that is to be added to the facility's licensed products list, the search and select method will allow the user to find the appropriate product. This method makes it possible for the user to narrow the range of products for selection by specifying the known characteristics of the product to be licensed.

Product Code Search PanelWithin the "Product Code Search" panel are all of the controls used to specify the known characteristics of a product that will be used to find matches. Through the use of the various drop-down selection boxes, check boxes and the "Search" button the user may specify the characteristics of the product they are looking for and then search the table for all products matching those characteristics.

Drop-Down Selection BoxesThe drop-down selection boxes (combo boxes) are labeled "Product Category", "Product Modifier", "Anticoagulant", "Additive Solution", "Storage Temperature", "Draw Volume" and Manufacturing Caution". By clicking on the down-pointing-arrow button located on the right side of these selection boxes, a drop-down list of possible selections will be displayed. The user chooses an item from the displayed list by placing the mouse pointer on the desired item and then clicking the left mouse button.

Check BoxesThe check boxes are labeled "Irradiated" and "System Opened". When either or both are checked it indicates that only products with the checked combination will be matched.

Search ButtonClicking the search button will cause the application to scan through the HemaTrax product label table for matches to the product characteristics that have been specified in the drop-down- selection boxes and check boxes in the "Product Code Search" panel.

Searched ProductsThe "Searched Products" list is located in the lower left portion of the window. During a product search all products that match the specified characteristics, as specified in the selection boxes and check boxes, will be listed in this list.

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Illustration 90: Can't find referenced product code error dialog box

HemaTrax® Client User GuideQwik-Pik List Maintenance

Selection of Searched ProductsTo specify one or more of the products listed in the "Searched Products" list as licensed, the user first highlights the products listed in the "Searched Products" list. If only one item is to be selected the user merely clicks on the desired item. If more than one item is to be selected, then the user holds down the Control (Ctrl) key while clicking on the desired items in the "Searched Products" list.

After highlighting one or more items in the "Searched Products" list, the items are moved to the "Current Qwik-Pik List" list by clicking on the right-pointing-arrow" button located between the "Search Products" and "Current Qwik-Pik List" lists.

Deleting Products from the Qwik-Pik ListThe paragraphs that follow describe the process for removing licensed products listed for a facility.

Selecting Qwik-Pik List Items for DeletionThe list box in the lower right hand portion of the "Qwik-Pik List Maintenance" window displays the products currently included in the Qwik-Pik list. The user may select one or more of the products in this list to be deleted. To select one product the user clicks on the item to be removed from the list. To select multiple products the user may hold down the "Ctrl" (control) key while clicking on the product items in the list. As products are selected they are highlighted with a dark blue background and white lettering.

Deleting Selected Products from the Qwik-Pik ListWith one or more products highlighted as described in the previous paragraph the user may now remove them by clicking on the left-pointing-arrow button located in between the "Searched Products" and "Current Qwik-Pik List" list boxes. After clicking the left-pointing-arrow button the products highlighted in the "Current Qwik-Pik List" list will disappear.

Save List ButtonIn order to save the changes that have been made the "Save List" button must be clicked. A few moments after clicking on the "Save List" button the dialog box shown below will be displayed.

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Illustration 91: Qwik-Pik list has been saved dialog box

HemaTrax® Client User GuideQwik-Pik List Maintenance

Exit ButtonClicking on the "Exit" button causes the "Qwik-Pik List Maintenance" window to close.

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HemaTrax® Client User GuideSecurity Level Defaults Maintenance

Security Level Defaults and Custom User Settings MaintenanceThe "Security Level Defaults and Custom User Settings" maintenance window allows an administrator to generically enable specific menu selections assignments for the "Administrator", "Supervisor" or "User" security levels. For users assigned the "Custom" security level, the enabled menu items may be customized for specific user requirements.

With the HemaTrax Client window displayed, the user may elect to begin "Security Level Defaults and Custom User Settings" maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the HemaTrax Client window and then by clicking on the "Security Level Defaults and Custom User Settings" item displayed in the "Maintenance" drop-down list. These selections are shown in the illustration immediately below.

Upon clicking the "Security Level Defaults" selection a "Security Level Defaults and Custom User Settings" window similar to the one shown in the illustration below will be displayed.

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Illustration 92: Security Level Defaults and Custom User Settings maintenance selection

HemaTrax® Client User GuideSecurity Level Defaults Maintenance

Security Level / Custom User NameThe "Security Level / Custom User Name" selection box is located in the upper left portion of the "Security Level Defaults and Custom User Settings" maintenance window. This labeled selection box is also shown with its selection list exposed in the illustration below.

To expose the selection list the user simply clicks on the down-arrow button located on the right side of the selection box. To make a selection from the list the user clicks on the desired item in the list. If there are more items than will fit in the displayed list then a slider track and button will appear along the right edge of the list and the user may slide the slider button up or down to expose more items in the list. Sliding the slider button is accomplished by placing the mouse pointer on the slider button and holding the left mouse button down and then dragging the mouse up or down to move through the list.

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Illustration 93: Security Level Defaults and Custom User Settings maintenance window

Illustration 94: Security Level/Custom User Name selection box

HemaTrax® Client User GuideSecurity Level Defaults Maintenance

Important Note:Only users whose "Security Level" has been set to "Custom" will appear in the "Security Level and Custom User Name" selection list. Users whose "Security Level" has been set to either "Administrator", "Supervisor" or "User" will not appear in the selection list.

Security LevelsThe security levels appear first in the list and are preceded with an underscore character "_". These security levels are listed in the table shown below.

Security Level Security Level Description

_AdministratorThe "Administrator" of the HemaTrax system is also referred to as the "super user" and typically will be enabled to use all of the software resources.

_SupervisorThe "Supervisor" on a HemaTrax system can be restricted to various actions, but typically is able to do more than a person with "User" level authority.

_User The "User" level on a HemaTrax System will typically be restricted to printing labels and possibly printing some reports.

Table 5: Security Levels

ISBT-128 Labels and Menu Items PanelsThe "ISBT-128 Labels" panel and the "Menu Items" panel contain groups of check boxes that are used to either enable or disable the access to various functions that are available in the HemaTrax Client application. The illustration below shows the appearance of the controls after the "_Supervisor" security level was selected.

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ISBT-128 Labels PanelIn the illustration above the "_Supervisor" default settings for ISBT 128 Labels shows all the check boxes checked. A checked check box indicates that the labeled check box's functionality is enabled. The table below shows the label check box legends that were available at the time this guide was being written:

ISBT-128 Labels

ABO-Rh

ABO-Rh / Date & Time

Date & Time

Facility

Facility / Product

Full Face

Product

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Illustration 95: Supervisor Security Level default settings

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Product / Date & Time

Table 6: ISBT-128 Labels

Checking an ISBT-128 label check box in this check box group will allow the label to be listed in the "Select Label" selection box located in the left control panel of the main HemaTrax Client window.

Menu Items PanelThe "Menu Items" panel contains four groups of check boxes the control what menu selections will be available for a given security level or user. These groups of check boxes are: "Maintenance", "Additional Labels", "Codabar Labels" and "Reports". Each of these four menu check box groups is treated in one of the following paragraphs:

Maintenance Menu Check BoxesThe table immediately below lists the check box legends found in the "Maintenance" group at the time this guide was being written.

Maintenance

Facility Information

Licensed Products by Facility

NCode Edit

Printer Port Configuration X,Y Offsets

Product Maintenance

Qwik-Pik Product List

Table 7: Maintenance Check Boxes

Checking a Maintenance check box in this check box group will allow the maintenance function checked to be displayed (enabled) in the "Maintenance" drop-down menu located on the main HemaTrax Client window menu bar.

Additional Labels Check BoxesThe table below lists the check box legends found in the "Additional Labels" check box group at the time this guide was being written.

Additional Labels

Instruction

Intended Recipient

Patient Wristband

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Unit ID Set

Wallet ID Card

Custom

Table 8: Additional Labels Check Boxes

Checking an "Additional Labels" check box in this check box group will allow the Additional Labels function checked to be displayed (enabled) in the "Additional Labels" drop-down menu located on the main HemaTrax Client window menu bar.

Codabar Labels Check BoxesThe table below lists the check box legends found in the "Codabar Labels" check box group at the time this guide was being written.

Codabar Labels

ABO-Rh

Autologous

Donation ID

Expiration Date and Time

Product Label Information

Table 9: Codabar Labels Check Boxes

Checking a "Codabar Labels" check box in this check box group will allow the Codabar Label function checked to be displayed (enabled) in the "Codabar Labels" drop-down menu located on the main HemaTrax Client window menu bar.

Reports Check BoxesThe table below lists the check box legends found in the "Reports" check box group at the time this guide was being written.

Reports

Activity Log

Database

Label Audit

Verification

Table 10: Reports Check Boxes

Checking a "Reports" check box in this check box group will allow the Report function checked to be displayed (enabled) in the "Reports" drop-down menu located on the main HemaTrax Client window

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menu bar.

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User MaintenanceWith the HemaTrax Client window displayed, the user may elect to enter User Maintenance by first clicking on the "Maintenance" item in the menu bar at the top of the Client window and then by clicking on the "User Maintenance" item displayed in the "Maintenance" drop-down list displayed. These selections are shown in the illustration immediately below.

Upon clicking the "User Maintenance" selection the "User Maintenance" window, as shown in the illustration below, will be displayed.

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Illustration 96: User Maintenance maintenance selection

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Add a New UserAdding a new user is a simple process of completing the information in the "User ID", "User Password","First Name", "Middle Initial", "Last Name", "Unique ID" edit boxes and the "Security Level" selection box and then clicking on the "Add/Update" button. After clicking the "Add/Update" button an information dialog box should be displayed indicating that the new user has been added. The information dialog box is shown in the illustration below

Update an Existing UserTo update (change) the information for an existing user, Select the user to be changed by clicking on one of the displayed users listed in the unlabeled string grid located in the bottom portion of the "User Maintenance" window. After clicking on a user in the string grid, the edit and selection boxes located in the upper portion of the "User Maintenance" window will be populated with the information from the selected user's record. At this point make changes to the the information. After making the changes the

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Illustration 97: User Maintenance window

Illustration 98: User added information dialog

HemaTrax® Client User GuideUser Maintenance

record is updated when the "Add/Update" button is clicked. After clicking the "Add/Update" button an information dialog box will be displayed as illustrated below.

Deactivating a UserA user record is never deleted, however a user may be deactivated so that they may no longer gain access to the HemaTrax Client application by logging in. To deactivate a user the user to be deactivated is selected by clicking on the user line in the string grid located in the bottom portion of the "User Maintenance" window. Upon selecting the user line in the string grid, the information will be populated into the edit and selection boxes in the upper portion of the window. With a user record selected the "Disable" button located at the bottom right portion of the window is clicked. The status for the selected user in the string grid will change to indicate that the user has been deactivated (disabled).

Activating a UserA user record is never deleted, however a user may be deactivated so that they may no longer gain access to the HemaTrax Client application by logging in. To activate a user the user to be reactivated is selected by clicking on the user line in the string grid located in the bottom portion of the "User Maintenance" window. Upon selecting the user line in the string grid, the information will be populated into the edit and selection boxes in the upper portion of the window. With a deactivated user record selected the "Activate" button located at the bottom right portion of the window is clicked. The status for the selected user in the string grid will change to indicate that the user has been activated.

User Maintenance ControlsThe following paragraphs explain the use of each of the edit, selection boxes and buttons located in the "User Maintenance" window.

User IDThe "User ID" edit box is used to create the required and unique user identification. The user identification field requires an entry of four to ten characters. The entry may be composed of upper and lower case alphabetic characters and numeric characters.

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Illustration 99: User updated information dialog

HemaTrax® Client User GuideUser Maintenance

User PasswordThe "User Password" edit box is used to enter the required user's password. The user password field requires an entry of four to ten characters. The entry may be composed of upper and lower case alphabetic characters and numeric characters.

First NameThe "First Name" edit box is used to enter the user's first name. The first name field requires an entry of at least one character. The entry may be composed of upper and lower case alphabetic characters and numeric characters.

Middle InitialThe "Middle Initial" edit box accepts an optional single character that represents the first character of the user's middle name. The entry may be an upper or lower case alphabetic character or a numeric character.

Last NameThe "Last Name" edit box is used to enter the user's last name. The last name field requires an entry of at least one character. The entry may be composed of upper and lower case alphabetic characters and numeric characters.

Unique IDThe "Unique ID" edit box formerly was required to make the user record unique. That is no longer the case and now the field may be used to store any information of to ten characters in length. The field will accept upper and lower case alphabetic and numeric characters.

Security LevelThe "Security Level" selection box allows the operator to select on of the security level selections as shown in the table below.

Security Level

Administrator

Custom

Supervisor

User

Table 11: Security Levels

Administrator Security LevelThe "Administrator" security level selection of the "Security Level" selection box indicates that the user

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will have full access to all of the functionality available in the HemaTrax Client application. An administrator may also access the print server settings application provided that they also have Windows system administrator rights as well.

Custom Security LevelThe "Custom" security level selection of the "Security Level" selection box indicates that the user will have custom enabled functions established for the HemaTrax Client application. Certain administrator rights such as user maintenance cannot be enabled.

Supervisor Security LevelThe "Supervisor" security level selection enables those client functions that will be associated with an individual who is working in a supervisory capacity. Which functions are enabled is able to be set using the "Security Level Defaults" maintenance for the "_Supervisor" user definition.

User Security LevelThe "User" security level selection enables those client functions that will be associated with an individual who is working in the user capacity. Which functions are enabled is able to be set using the "Security Level Defaults and Customer User Settings" maintenance for the "_User" user definition.

User Display Control Radio Button GroupThe user display control radio button group is an unlabeled radio button group box located in the upper right portion of the "User Maintenance" window. The radio button box contains three mutually exclusive radio buttons that are labeled: "Show All Users", "Show Active Users" and "Show Deactive Users". The default selection is "Show All Users". By choosing a radio button the operator determines which users, based on their "Status" setting, will be displayed in the string grid located in the central major portion of the "User Maintenance" window.

Users String GridThe unlabeled string grid that occupies the central major portion of the "user Maintenance" window is used to both display the information about all of the defined users and to select users for maintenance purposes. The string grid is composed of seven columns per user record. The string grid columns are labeled as "User ID", "First Name", "MI" (Middle Initial), "Last Name", "Unique ID", "Security Level" and "Status". When a user record in the string grid has been selected it is displayed with white lettering on a dark blue background.

Edit Security Levels ButtonThe "Edit Security Levels" button is located in the lower left portion of the "User Maintenance" window. Clicking on this button will open the "Security Level Defaults and Customer User Settings" maintenance window. For more information about the "Security Level Defaults and Customer User Settings" maintenance window please refer to that section of this guide.

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Disable ButtonThe "Disable" button is located at the bottom and just right of center in the "User Maintenance" window. With a user selected in the user string grid, clicking this button will set the "Status" of the selected user to "Deactive".

Activate ButtonThe "Activate" button is located at the bottom of the "User Maintenance" window and just to the right of the "Disable" button. With a user selected in the user string grid, clicking this button will set the "Status" of the selected user to "Active".

Cancel ButtonClicking the "Cancel" button causes the "User Maintenance" window to close. The button does not reverse any changes that may have been made and solely serves to exit from the window.

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Codabar ABO-Rh LabelWith the HemaTrax Client window displayed, the user may elect to print a Codabar ABO-Rh label by first clicking on the "Codabar `Labels" item in the menu bar at the top of the Client window and then by clicking on the "ABO-Rh" item displayed in the "Codabar Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "ABO-Rh" item in the "Codabar Labels" menu, the "Codabar ABO-Rh Label" window, shown in the illustration below, will appear.

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Illustration 100: Codabar Labels - ABO-Rh label selection

Illustration 101: Codabar ABO-Rh Label window

HemaTrax® Client User GuideCodabar ABO-Rh Label

Blood TypeThe "Blood Type" selection list box is located in the upper left portion of the "Codabar ABO-Rh Label" window. Clicking on the down-arrow button located at the right side of the selection box will reveal a list of ABO-Rh and message label types that may be selected from. The table shown below lists the various selections that may be made from this selection box.

Blood Type SelectionsO Rh Negative

O Rh Positive

A Rh Negative

A Rh Positive

B Rh Negative

B Rh Positive

AB Rh Negative

AB Rh Positive

For Further Manufacture

Biohazard

Not For Transfusion

Emergency Use Only

For Autologous Use Only

Hold For Further Processing

O (No Rh Factor)

A (No Rh Factor)

B (No Rh Factor)

AB (No Rh Factor)

Table 12: Codabar ABO-Rh Selections

A blood type selection is required. With the selection list shown a selection is made by clicking on the desired item displayed in the list.

Expiration DateThe "Expiration Date" box appears to the right of the "Blood Type" list box discussed above. The "Expiration Date" selector box appears much like a drop-down selector box. Placing the mouse pointer directly over a portion of the displayed date (month / day/ year) selects that portion of the date for direct editing from the user's keyboard. By clicking the appropriate part of the date and using the keyboard, the

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user may enter the desired collection date.

Another way to change the date is by clicking on the down arrow box located on the right side of the date selector. When this down-arrow is clicked a calendar dialog box is displayed as shown in the illustration below.

The displayed calendar selector provides a very versatile way of choosing the year, month and day. At the top of the calendar dialog box are two arrow buttons pointing left and right. The left arrow, when clicked, moves the calendar back one month and conversely each time the right arrow is clicked the calendar is moved forward by one month. Placing the mouse cursor over a specific day number in the month displayed causes the currently displayed month, year and selected day to be inserted into the date selection box and the calendar dialog box is no longer displayed.

Expiration TimeThe "Expiration Time" box appears immediately below the "Expiration Date" selector box. When the time entry box is initially displayed it will be set to the current system time. To change the time displayed the user places the mouse cursor over the portion of the time to be adjusted ( hour : minute : seconds [AM|PM]) and clicks on that time element. With the portion to be changed now highlighted, the user may either directly type the new number value in from the keyboard, may use the up and down cursor keys of the keyboard or click on the up and down arrow boxes located on the right side of the time selector control to adjust the displayed time value.

Expiration Date Bar Code FormatThe "Expiration Date Bar Code Format" radio button group box provides three mutually exclusive selections that allow the operator to choose which of three bar code encoding formats will be used to encode the expiration date. The three expiration date var code formats are shown in the following table.

Expiration DateBar Code Format

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Illustration 102: Calendar Date Selector Dialog

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MMDDYY

MMDDYYYY

DDMMYYYY

Table 13: Expiration Date bar code formats

Licensee NameThe "Licensee Name" edit box provides space for entering the optional name of the license holder. This field will hold up to 70 characters. The licensee name on the label may wrap to two lines. Including the pipe character, "|", in the licensee name field will cause the name to break on to two lines at the point of the pipe character. The pipe character does not print as part of the name.

Licensee City, State and Zip CodeThe "Licensee City, State and Zip Code" edit box provides space to enter the optional location information for the license holder. This entry will hold up to thirty-five characters which must print on a single line of the label.

License NumberThe "License Number" edit box provides space to include the optional license number for a licensed product. The edit box will accept a numeric entry three or four digits in length.

Facility NameThe "Facility Name" edit box provides space for entering the required name of the collection facility. This field will hold up to 70 characters. The facility name on the label may wrap to two lines. Including the pipe character, "|", in the facility name field will cause the name to break on to two lines at the point of the pipe character. The pipe character does not print as part of the name.

Facility City, State and Zip CodeThe "Facility City, State and Zip Code" edit box provides space to enter the required location information for the collection facility. This entry will hold up to thirty-five characters which must print on a single line of the label.

Registration NumberThe "Registration Number" edit box provides space for the entry of the required FDA registration number. This entry must be eight digits in length The first digit must be either a "0" (zero) if the facility uses numeric only unit ID numbers or a "1" (one) if the facility uses unit id number with encoded alphabetic characters. The remaining seven digit number is the number assigned by the FDA to the facility.

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Expiration Date Bar CodeThe "Expiration Date Bar Code" radio button box is used to determine whether or not the Expiration Date will be bar coded on the label. The choice is made by clicking on the appropriate button. The default settings is "Yes" to include the bar code on the label.

Select PrinterThe "Select Printer" selection box is used to determine which printer the Codabar ABO-Rh label will be printed on. The selection is made by clicking on the down-arrow button located on the right side of the selection box. With the list revealed the choice is made by clicking on the appropriate listed item.

Note: That if no printers are listed in the "Select Printer" selection box this indicates that no printer is loaded with the proper labels to print the Codabar ABO-Rh label. Another reason may be that no printer ports have been defined.

Number of LabelsThe "Number of Labels" edit box provides space to indicate a number of labels greater than one, if more than one of the same label are to be printed. Leaving this box blank will automatically result in one label being printed.

Printer Set UpThe "Printer Set Up" button, when clicked, causes the "Printer Port Configuration" window to be displayed and allows the user to edit the printer port definitions. This will be used typically to specify the label forms currently loaded for a specific printer.

Offsets PanelThe "Offsets" panel includes three windows controls which allow the user to adjust the label image position on the printed label. More about these controls is given in the following paragraphs.

X OffsetThe "X" offset edit box provides space for the user to enter the horizontal offset of the printed image on the label. The entry specifies the degree of offset measured in millimeters. This entry may be expressed with a decimal point so that the offsets may be specified in tenths of a millimeter.

For example, an entry of "1.3" will cause the image on the label to be printed shifted 1.3 millimeters to the right.

Y OffsetThe "Y" offset edit box provides space for the user to enter the vertical offset of the printed image on the label. The entry specifies the degree of offset measured in millimeters. This entry may be expressed with a decimal point so that the offsets may be specified in tenths of a millimeter.

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For example, an entry of "1.3" will cause the image on the label to be printed shifted 1.3 millimeters downward.

Set ButtonThe "Set" button located in the "Offsets" panel causes the entries made in the "X" and "Y" offset edit boxes to be established for the selected printer.

PrintThe "Print" button, when clicked, will cause the number of labels specified in the "Number of Labels" edit box to be printed. If the "Number of Labels" edit box is left empty, then only one label will be printed when this button is clicked. An example of a printed Codabar ABO-Rh label is shown in the illustration below.

ClearThe "Clear" button, when clicked, clears all of the edit box entries, establishes the current date and time for the "Expiration Date" and "Expiration Time", sets the "Expiration Date Bar Code Format" to "MMDDYY" and resets the "Expiration Date Bar Code" radio button box to "Yes" in the window.

ExitClicking on the "Exit" button, located in the bottom right portion of the "Codabar ABO-Rh Label" window will cause the window to be closed.

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Illustration 103: Codabar ABO-Rh label

HemaTrax® Client User GuideCodabar ABO-Rh Label

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Codabar Autologous LabelWith the HemaTrax Client window displayed, the user may elect to print a Codabar Autologous label by first clicking on the "Codabar `Labels" item in the menu bar at the top of the Client window and then by clicking on the "Autologous" item displayed in the "Codabar Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Autologous" item in the "Codabar Labels" menu, the "Codabar Autologous" window, shown in the illustration below, will appear.

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Illustration 104: Codabar - Autologous selection

Illustration 105: Codabar Autologous window

HemaTrax® Client User GuideCodabar Autologous Label

Expiration DateThe "Expiration Date" box appears to the right of the "Blood Type" list box discussed above. The "Expiration Date" selector box appears much like a drop-down selector box. Placing the mouse pointer directly over a portion of the displayed date (month / day/ year) selects that portion of the date for direct editing from the user's keyboard. By clicking the appropriate part of the date and using the keyboard, the user may enter the desired collection date.

Another way to change the date is by clicking on the down arrow box located on the right side of the date selector. When this down-arrow is clicked a calendar dialog box is displayed as shown in the illustration below.

The displayed calendar selector provides a very versatile way of choosing the year, month and day. At the top of the calendar dialog box are two arrow buttons pointing left and right. The left arrow, when clicked, moves the calendar back one month and conversely each time the right arrow is clicked the calendar is moved forward by one month. Placing the mouse cursor over a specific day number in the month displayed causes the currently displayed month, year and selected day to be inserted into the date selection box and the calendar dialog box is no longer displayed.

Expiration TimeThe "Expiration Time" box appears immediately to the right of the "Expiration Date" selector box. When the time entry box is initially displayed it will be set to the current system time. To change the time displayed the user places the mouse cursor over the portion of the time to be adjusted ( hour : minute : seconds [AM|PM]) and clicks on that time element. With the portion to be changed now highlighted, the user may either directly type the new number value in from the keyboard, may use the up and down cursor keys of the keyboard or click on the up and down arrow boxes located on the right side of the time selector control to adjust the displayed time value.

Expiration Date Bar CodeThe "Expiration Date Bar Code" radio button box is used to determine whether or not the Expiration

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Illustration 106: Calendar Date Selector Dialog

HemaTrax® Client User GuideCodabar Autologous Label

Date will be bar coded on the label. The choice is made by clicking on the appropriate button. The default settings is "Yes" to include the bar code on the label.

Collection Date PanelThe "Collection Date" panel contains the controls to establish the collection date and the date format. The following paragraphs describe each of these controls.

Select DateThe "Select Date" control allows the user to choose the collection date that is to be printed on the label. The "Select Date" selector box appears much like a drop-down selector box. Placing the mouse pointer directly over a portion of the displayed date (month / day/ year) selects that portion of the date for direct editing from the user's keyboard. By clicking the appropriate part of the date and using the keyboard, the user may enter the desired collection date.

Another way to change the date is by clicking on the down arrow box located on the right side of the date selector. When this down-arrow is clicked a calendar dialog box is displayed as shown in the illustration below.

The displayed calendar selector provides a very versatile way of choosing the year, month and day. At the top of the calendar dialog box are two arrow buttons pointing left and right. The left arrow, when clicked, moves the calendar back one month and conversely each time the right arrow is clicked the calendar is moved forward by one month. Placing the mouse cursor over a specific day number in the month displayed causes the currently displayed month, year and selected day to be inserted into the date selection box and the calendar dialog box is no longer displayed.

Date FormatThe "Date Format" combination box allows the user to establish what date format will be used. Clicking the down-arrow button located on the right side of the "Date Format" selector box will reveal the following list of format choices:

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Illustration 107: Calendar Date Selector Dialog

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A question mark (?) button located to the immediate right of the "Date Format" selector will display a "Date Format Help" dialog box with the date format character legend. The dialog box displayed when the button is clicked is shown below:

Collection DateSelecting the date and date formats discussed above will create a text entry in the "Collection Date" edit box located at the bottom of the "Collection Date" panel. The user may change the content of this edit box if necessary to change the printed form on the label.

Patient NameThe "Patient Name" edit box allows the user to enter the patient's name. The patient name entry may be up to twenty-four characters in length.

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Illustration 108: Date Format selector

Illustration 109: Date Format Help window

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Blood TypeThe "Blood Type" edit box allows the user to enter the blood type of the patient and the product in the bag. The blood type entry may be up to fourteen characters in length and is free form. An entry such as "AB Rh Negative" or "O Rh Pos" might be appropriate.

Hospital NameThe "Hospital Name" edit box allows the user to enter the name of the hospital (transfusion facility). The ntry may be up to twenty-four characters in length.

Patient IDThe "Patient ID" edit box allows the user to enter a patient identification number. This entry may be up to sixteen characters in length.

Licensee NameThe "Licensee Name" edit box allows the user to enter the name of the FDA licensed facility. This entry may be up to seventy-two characters in length. Entries longer than thirty-six characters will be broken onto two lines. The inclusion of a pipe character (|) causes a new line to be started and thus break the licensee name onto two lines. The pipe character does not print on the label.

Licensee City, State and Zip CodeThe "Licensee City, State and Zip Code" edit box allows the user to enter the city, state and zup code of the licensed facility. The maximum length of this entry is thirty-six characters.

License NumberThe "License Number" edit box allows the user to enter the FDA license number to be printed for this product. The maximum length for the license number entry is four digits.

Facility NameThe "Facility Name" edit box allows the user to enter the collection facility name of the blood product. This entry may be up to seventy-two characters in length. Entries longer than thirty-six characters will be broken onto two lines. The inclusion of a pipe character (|) causes a new line to be started at the pipe character occurrence and thus break the facility name onto two lines. The pipe character does not print on the label.

Facility City, State and Zip CodeThe "Facility City, State and Zip Code" edit box allows the user to enter the location of the collection and processing facility. The maximum entry length for this field is thirty-six characters.

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Registration NumberThe "Registration Number" edit box allows the user to enter the EIGHT digit registration number of the collection and processing facility. The first digit is either a "0" (zero) or a "1" (one). This first digit indicates whether or not the unit ID number encode as purely numeric or alphanumeric respectively. The remaining seven digits are the FDA assigned registration number.

Processing MessageThe "Processing Message" edit box allows the user to enter the processing message that prints immediately above the facility name. This message is typically something like "Collected and processed by". The maximum length of this message is thirty-six characters.

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the labels are to be printed.

Number of LabelsThe "Number of Labels" edit box allows the user to enter the number of labels that are to be printed. Leaving this edit box empty will cause only one label to be printed.

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.5" will shift the printed label image to the right by 1.5 millimeters.

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.2" will shift the printed label image down by 1.2 millimeters.

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SetThe "Set" button when clicked causes any X or Y offset changes to be established for the selected printer. If after making any X or Y offset changes, the "Set" button is not clicked then the changes made will not take effect.

PrintThe "Print" button causes the information entered to be printed as a Codabar Autologous label on the selected printer. An example of an autologous label printed after the print button is clicked is shown in the illustration below:

ClearThe "Clear" button causes the bulk of entries in the window to be cleared or reverted as follows:

The "Expiration Date" and "Expiration Time" will revert to the current system date and time. The "Expiration Date Bar Code" Yes radio button will be selected. The "Collection Date" will revert to the current system date. the "Date Format " will revert to the "dd MMM yyyy" format selection. The "Patient Name", "Blood Type", "Hospital Name", "Patient ID", "Licensee Name", "Licensee City, State and Zip Code", "License Number", "Facility Name", "Facility City, State and Zip Code", Registration Number", "Select Printer" and "Number of Labels" entries will all be cleared. The "Processing Message" field will revert to the text "Collected and processed by".

ExitThe "Exit" button will close the "Codabar Autologous" window when it is clicked.

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Illustration 110: Codabar Autologus Label Example

HemaTrax® Client User GuideCodabar Donation ID Label

Codabar Donation ID Set LabelWith the HemaTrax Client window displayed, the user may elect to print a Codabar Donation ID label by first clicking on the "Codabar `Labels" item in the menu bar at the top of the Client window and then by clicking on the "Donation ID" item displayed in the "Codabar Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Donation ID" item in the "Codabar Labels" menu, the "Codabar Donation ID Label" window, shown in the illustration below, will appear.

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Illustration 111: Codabar Donation ID menu selection

Illustration 112: Codabar Donation ID Label window

HemaTrax® Client User GuideCodabar Donation ID Label

Format FileThe "Format File" selection box allows the user to pull down a list of the current label formats that are available. The user selects of the entries from the list by clicking on it.

Bar Code NumberThe "Bar Code Number" edit box provides a space where the user may enter the 7 digit unit ID number as it is to be encoded in the bar code. The Codabar bar code system as implemented under ABC Codabar doesn't permit anything other than a seven digit number to be encoded in the unit ID bar code.

Donation NumberThe "Donation Number" edit box provides space where the user enters the human readable text that is print above the Codabar bar code. Some facilities make use of number prefixes and alphabetic interpretations of the first two digits of the bar code. These may be manually entered in this edit box.

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the label is to be printed.

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.5" will shift the printed label image to the right by 1.5 millimeters.

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.2" will shift the printed label image down by 1.2 millimeters.

SetThe "Set" button when clicked causes any X or Y offset changes to be established for the selected

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printer. If after making any X or Y offset changes, the "Set" button is not clicked then the changes made will not take effect.

PrintThe "Print" button causes the information entered to be printed as a Codabar Autologous label on the selected printer. An example of an autologous label printed after the print button is clicked is shown in the illustration below:

ClearThe "Clear" button causes all of the entries in the window to be cleared.

ExitThe "Exit" button will close the "Codabar Donation ID" window when it is clicked.

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Illustration 113: Codabar Donation ID Set Example

HemaTrax® Client User GuideCodabar Expiration Date and Time Label

Codabar Expiration Date and Time LabelWith the HemaTrax Client window displayed, the user may elect to print a Codabar Expiration Date and Time label by first clicking on the "Codabar `Labels" item in the menu bar at the top of the Client window and then by clicking on the "Expiration Date and Time" item displayed in the "Codabar Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Expiration Date and Time" item in the "Codabar Labels" menu, the "Codabar Expiration Date Label" window, shown in the illustration below, will appear.

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Illustration 114: Codabar Expiration Date and Time menu selection

Illustration 115: Codabar Expiration Date window

HemaTrax® Client User GuideCodabar Expiration Date and Time Label

Select DateThe "Select Date" calendar date selection box allows the user to choose the collection date that is to be printed on the label. The "Select Date" selector box appears much like a drop-down selector box. Placing the mouse pointer directly over a portion of the displayed date (month / day/ year) selects that portion of the date for direct editing from the user's keyboard. By clicking the appropriate part of the date and using the keyboard, the user may enter the desired collection date.

Another way to change the date is by clicking on the down arrow box located on the right side of the date selector. When this down-arrow is clicked a calendar dialog box is displayed as shown in the illustration below.

The displayed calendar selector provides a very versatile way of choosing the year, month and day. At the top of the calendar dialog box are two arrow buttons pointing left and right. The left arrow, when clicked, moves the calendar back one month and conversely each time the right arrow is clicked the calendar is moved forward by one month. Placing the mouse cursor over a specific day number in the month displayed causes the currently displayed month, year and selected day to be inserted into the date selection box and the calendar dialog box is no longer displayed.

Select TimeThe "" edit box allows the user to determine the expiration time that will be printed on the label. When the time entry box is initially displayed it will be set to the current system time. To change the time displayed the user places the mouse cursor over the portion of the time to be adjusted ( hour : minute : seconds [AM|PM]) and clicks on that time element. With the portion to be changed now highlighted, the user may either directly type the new number value in from the keyboard, may use the up and down cursor keys of the keyboard or click on the up and down arrow boxes located on the right side of the time selector control to adjust the displayed time value.

Format Eye ReadableThe "Format Eye Readable" panel contains several controls that deal with the format of the date and

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Illustration 116: Calendar Date Selector Dialog

HemaTrax® Client User GuideCodabar Expiration Date and Time Label

time as it is to be printed on the label. The use of these controls is detailed in teh following paragraphs.

Date FormatThe "Date Format" selection box allows the user to choose one of several different date formats. The formats are described using combinations of format characters. To obtain a help window that explains these format characters, the user may click on the (?) button located immediately to the right of the selection box. Clicking the (?) button next tot he "Date Format" selection box will cause the window illustrated below to be displayed.

Time FormatThe "Time Format" selection box allows the user to choose from one of two possible time formats. The formats are described using combinations of format characters. To obtain a help window that explains these format characters, the use may click on the (?) button located immediately to the right of the selection box. Clicking the (?) button next to the "Time Format" selection box will cause the window illustrated above to be displayed.

Time Position PanelAn unlabeled radio button group located in the right portion of the "Format Eye Readable" panel allows the user to select the position of the time relative to the date or alternatively exclude the printing of the time on the label. The user makes the appropriate choice by clicking on the desired radio button circle that precedes the description.

Bar Coded Expiration DateThe "Bar Coded Expiration Date" edit box allows the user to make changes to the actual bar code content before a label is printed. Changing this content will not usually be necessary.

Eye Readable Date/TimeThe "Eye Readable Date/Time" edit box allows the user to make changes to the text that will be printed

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Illustration 117: Date Format Help window

HemaTrax® Client User GuideCodabar Expiration Date and Time Label

in the interpretation line that is printed beneath the bar code. It will not be typically necessary to make changes to this text.

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the labels are to be printed.

Number of LabelsThe "Number of Labels" edit box allows the user to enter the number of labels that are to be printed. Leaving this edit box empty will cause only one label to be printed.

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.3" will shift the printed label image to the right by 1.3 millimeters.

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.6" will shift the printed label image down by 1.6 millimeters.

SetThe "Set" button when clicked causes the X or Y offset changes to be recorded for the selected printer. After making X or Y offset changes, if the "Set" button is not clicked then the changes made will not be recorded and will not take effect.

PrintThe "Print" button causes the information entered to be printed as a Codabar Expiration Date and Time label on the selected printer. An example of an autologous label printed after the print button is clicked is shown in the illustration below:

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HemaTrax® Client User GuideCodabar Expiration Date and Time Label

Screen ResetThe "Screen Reset" button allows the user to clear the majority of entries and settings back to their default values. For example clicking this button will cause the Date and Time to be returned to the current system date and time. The button also causes the Date and Time formats to be set back to "dd MMM yyyy" and "hh:mm" respectively. The button also sets the "Do Not Include Time" radio button and deselects the selected printer. The number of labels entry is not changed when the button is clicked.

ExitThe "Exit" button causes the "Codabar Expiration Date and Time" window to be closed.

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Illustration 118: Codabar Expiration Date and Time label example

HemaTrax® Client User GuideCodabar Product Label

Codabar Product LabelWith the HemaTrax Client window displayed, the user may elect to print a Codabar Product label by first clicking on the "Codabar `Labels" item in the menu bar at the top of the Client window and then by clicking on the "Product Label Information" item displayed in the "Codabar Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Product Label Information" item in the "Codabar Labels" menu, the "Codabar Product Label" window, shown in the illustration below, will appear.

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Illustration 119: Codabar Product Label menu selection

Illustration 120: Codabar Product Label window

HemaTrax® Client User GuideCodabar Product Label

TitleThe "Title" edit box provides space where the user can enter the product title line that prints at the very top of the label in large bold letters. The maximum entry length is twenty-eight characters.

Product CodeThe "Product Code" edit box provides space for the user to enter the five digit product code. This entry will be printed in the lower right corner of the printed label as both a Codabar bar code and a human readable interpretation line beneath the bar code.

Attributes: Line 1, Line 2, Line 3The "Line 1" through "Line 3" edit boxes, located in the "Attributes" panel, provide space for the user to enter any product attribute information. Product attributes include information such as "ADENINE-SALINE ADDED", "FROZEN REJUVENATED", "IRRADIATED", "DIVIDED", etc. The maximum entry length per attribute line is thirty characters.

Information: Line 1 through Line 5The "Line 1" through "Line 5" edit boxes, located in the "Information" panel, provide space for the user to enter product volume, anticoagulant content and volume and storage temperature information for the product. The maximum entry length for each line is thirty characters.

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the labels are to be printed.

Number of LabelsThe "Number of Labels" edit box allows the user to enter the number of labels that are to be printed. Leaving this edit box empty will cause only one label to be printed.

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the

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HemaTrax® Client User GuideCodabar Product Label

currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.5" will shift the printed label image to the right by 1.5 millimeters.

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.2" will shift the printed label image down by 1.2 millimeters.

SetThe "Set" button when clicked causes the X or Y offset changes to be recorded for the selected printer. After making X or Y offset changes, if the "Set" button is not clicked then the changes made will not be recorded and will not take effect.

PrintThe "Print" button causes the information entered to be printed as a Codabar Product label on the selected printer. An example of an autologous label printed after the print button is clicked is shown in the illustration below:

ClearThe "Clear" button, when clicked, causes all of the information entered in the various entry boxes of the "Codabar Product Label Information" window to be cleared.

ExitThe "Exit" button, when clicked, causes the "Codabar Product Label Information" window to be closed.

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Illustration 121: Codabar Product label example

HemaTrax® Client User GuideInstruction Label

Instruction LabelWith the HemaTrax Client window displayed, the user may elect to print an Instruction label by first clicking on the "Additional Labels" item in the menu bar at the top of the Client window and then by clicking on the "Instruction" item displayed in the "Additional Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Instruction" item in the "Additional Labels" menu, the "Instruction Label" window, shown in the illustration below, will appear.

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Illustration 123: Instruction Label window

Illustration 122: Instruction Label selection

HemaTrax® Client User GuideInstruction Label

The Instruction label is a general purpose label that the user can employ to produce generic labels with text content. This label printing function uses the 2" x 2" (51mm x 51mm) label form.

TitleThe "Title" edit box provides space for the user to enter the top line which will print in larger type face and be centered horizontally on the printed label. The maximum entry length is twenty-six characters.

Text JustifyThe "Text Justify" radio button group allows the user to select whether the label lines 1 through 10 will be centered horizontally on the label. Clicking the "Left" button causes all text lines, except the title line, to be left justified. Clicking the "Center" button causes all text lines to be centered on the printed label.

Label Lines: Line 1 through Line 10The edit boxes labeled "Line 1" through "Line 10", located in the "Label Lines" panel, allow the user to specify the text that will be printed on the ten available lines that are printed vertically from the top to the bottom of the instruction label.

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the labels are to be printed.

Number of LabelsThe "Number of Labels" edit box allows the user to enter the number of labels that are to be printed. Leaving this edit box empty will cause only one label to be printed.

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.4" will shift the printed label image to the right by 1.4 millimeters.

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HemaTrax® Client User GuideInstruction Label

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.7" will shift the printed label image down by 1.7 millimeters.

SetThe "Set" button when clicked causes the X or Y offset changes to be recorded for the selected printer. After making X or Y offset changes, if the "Set" button is not clicked then the changes made will not be recorded and will not take effect.

PrintThe "Print" button causes the information entered to be printed as an Instruction label on the selected printer. An example of an autologous label printed after the print button is clicked is shown in the illustration below:

ClearThe "Clear" button, when clicked, causes all of the information entered in the various entry boxes of the "Instruction" window to be cleared.

ExitThe "Exit" button, when clicked, causes the "Codabar Product Label Information" window to be closed.

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Illustration 124: 2 by 2 inch Instruction label example

HemaTrax® Client User GuideIntended Recipient Label

Intended Recipient LabelWith the HemaTrax Client window displayed, the user may elect to print an Intended Recipient label by first clicking on the "Additional Labels" item in the menu bar at the top of the Client window and then by clicking on the "Intended Recipient" item displayed in the "Additional Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Intended Recipient" item in the "Additional Labels" menu, the "Intended Recipient Information Label" window, shown in the illustration below, will appear.

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Illustration 126: Intended Recipient Information window

Illustration 125: Intended Recipient selection

HemaTrax® Client User GuideIntended Recipient Label

Patient NameThe "Patient Name" edit box provides space for the user to enter the patient's name. The maximum entry length is twenty characters.

ID NumberThe "ID Number" edit box provides space for the user to enter the identification number that has been assigned to the patient. The maximum entry length is twenty characters.

HospitalThe "Hospital" edit box provides space for the entry of the hospital name. THe maximum entry length for the hospital name is twenty characters.

Birth DateThe "Birth Date" panel contains four Windows controls that are used to specify the patient's birth date and the format that the date will be printed in. These controls are detailed in the following paragraphs.

Select DateThe "Select Date" date calendar selection box provides a method of choosing the patient's brith date. The "Select Date" selector box appears much like a drop-down selector box. Placing the mouse pointer directly over a portion of the displayed date (month / day/ year) selects that portion of the date for direct editing from the user's keyboard. By clicking the appropriate part of the date and using the keyboard, the user may enter the desired collection date.

Another way to change the date is by clicking on the down arrow box located on the right side of the date selector. When this down-arrow is clicked a calendar dialog box is displayed as shown in the illustration below.

The displayed calendar selector provides a very versatile way of choosing the year, month and

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Illustration 127: Calendar Date Selector Dialog

HemaTrax® Client User GuideIntended Recipient Label

day. At the top of the calendar dialog box are two arrow buttons pointing left and right. The left arrow, when clicked, moves the calendar back one month and conversely each time the right arrow is clicked the calendar is moved forward by one month. Placing the mouse cursor over a specific day number in the month displayed causes the currently displayed month, year and selected day to be inserted into the date selection box and the calendar dialog box is no longer displayed.

Date FormatThe "Date Format" selection box allows the user to choose one of several different date formats. The formats are described using combinations of format characters. To obtain a help window that explains these format characters, the user may click on the (?) button located immediately to the right of the selection box. Clicking the (?) button next tot he "Date Format" selection box will cause the window illustrated below to be displayed.

Birth DateThe "Birth Date" edit box provides the user with the ability to alter the birth date that has been formatted before it is sent to the printer.

Collection DateThe "Collection Date" panel contains four Windows controls that are used to specify the product collection date and the format that the date will be printed in. These controls are detailed in the following paragraphs.

Select DateThis control operates in the same fashion as the "Select Date" control described above for the "Birth Date" panel.

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Illustration 127: Calendar Date Selector Dialog

Illustration 128: Date Format Help window

HemaTrax® Client User GuideIntended Recipient Label

Date FormatThis control operates in the same fashion as the "Date Format" control described above for the "Birth Date" panel.

Collection DateThe "Collection Date" edit box provides the user with the ability to alter the collection date that has been formatted before it is sent to the printer.

Product CodeThe "Product Code" radio button box allows the user to select from a short list of common products or specify "None" or "Other Product". If the "Other Product" radio button is selected then the user will need to fill in the "Other Product" edit box described later. The radio buttons, "WB (Whole Blood)", "RBC (Red Blood Cells)", "FFP (Fresh Frozen Plasma)", "PLT (Platelets)" and "CRYO (Cryoprecipitate)" correspond to the label legends as shown in the table below:

WB ___RBC ___FFP ___PLT ___CRYO ___

Table 14: Blood Product positions on the Intended Recipient label

Selected one of these buttons will cause an "X" to be placed on the line that follows the respective legends illustrated in the table above.

IrradiatedThe "Irradiated" radio button box allows the user to choose either "Yes" or "No". Choosing "Yes" will place an "X" on a line following the "Irrad" legend on the printed label.

Leukocyte ReducedThe "Leukocyte Reduced" radio button box allows the user to choose either "Yes" or "No". Choosing "Yes" will place an "X" on a line following the "LKORED" legend on the printed label.

Other ProductThe "Other Product" edit box provides space for the user to enter a product description for a product that is not included in the "Product Code" radio button box discussed above. The user may enter a description up to twenty characters in length in this edit box. The entry in this field will be printed on the

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HemaTrax® Client User GuideIntended Recipient Label

label only if the "Other Product" radio button is selected in the "Product Code" radio button group.

Blood RelativeThe "Blood Relative" radio button group allows the user to select either "Not Specified" (Default), "No" or "Yes". This indicates the relationship of a donor to the intended recipient. Selecting "Yes" or "No" will place an "X" on the appropriate line following either the "Yes" or "No" legend on the printed label.

Donation TypeThe "Donation Type" radio button group provides the user with the ability to make one choice from the selections provided. These selections are: "None Specified", "AUTOLOGOUS", "DEDICATED", "DESIGNATED" or "DIRECTED". If the "None Specified" button is selected, which is the default, then the label printed will include all of the possibilities in the lower right hand corner as shown below:

INTENDED RECIPIENT INFORMATION

AUTOLOGOUS/DIRECTED DESIGNATED/DEDICATED

Table 15: Intended Recipient Label with a Donation Type of "None Specified"

The user may manually cross out the portions of the donation type on the label that are not intended. When any of the other donation types is selected, then the appropriate legend will print in the lower right portion of the intended recipient label

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the labels are to be printed.

Number of LabelsThe "Number of Labels" edit box allows the user to enter the number of labels that are to be printed. Leaving this edit box empty will cause only one label to be printed.

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

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HemaTrax® Client User GuideIntended Recipient Label

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.4" will shift the printed label image to the right by 1.4 millimeters.

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.7" will shift the printed label image down by 1.7 millimeters.

SetThe "Set" button when clicked causes the X or Y offset changes to be recorded for the selected printer. After making X or Y offset changes, if the "Set" button is not clicked then the changes made will not be recorded and will not take effect.

PrintThe "Print" button causes the information entered to be printed as an Instruction label on the selected printer. An example of an intended recipient label printed after the print button is clicked is shown in the illustration below:

ClearThe "Clear" button, when clicked, causes all of the information entered in the various entry boxes of the "Intended Recipient" window to be cleared.

ExitThe "Exit" button, when clicked, causes the "Intended Recipient" window to be closed.

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Illustration 129: Intended Recipient Information label example

HemaTrax® Client User GuideIntended Recipient Label

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HemaTrax® Client User GuideIntended Recipient Label

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HemaTrax® Client User GuideUnit ID Set Label

Unit ID Set LabelWith the HemaTrax Client window displayed, the user may elect to print a Unit Number Set label by first clicking on the "Additional Labels" item in the menu bar at the top of the Client window and then by clicking on the "Unit Number Set" item displayed in the "Additional Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Unit ID Set" item in the "Additional Labels" menu, the "Unit ID Set Label" window, shown in the illustration below, will appear.

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Illustration 131: Unit ID Set Label window

Illustration 130: Unit ID Set label selection

HemaTrax® Client User GuideUnit ID Set Label

Format FileThe "Format File" selection box provides a list of format files which govern the geometric layout of various label formats. The user selects the file name appropriate for the label format of the DIN label set to be printed. Clicking on the down arrow button located on the right side of the control causes a drop down list to be displayed. The selection is made by clicking on one of the items in list drop down list.

Facility Identification NumberThe "Facility Identification Number" edit box provides a space where the user types the ICCBBA number assigned to the facility for which a Donor Identification Number (DIN) label set is to be printed. The length of the entry must be five characters.

Collection YearThe "Collection Year" edit box provides space where the user may enter the collection year to be included in the DIN label number. This field is filled in the with the last two digits of the system year by default. The user may replace the default value by entering a different two digit number.

Serial NumberThe "Serial Number" edit box allows the user to enter the six digit serial number the uniquely identifies the specific unit drawn in a collection year.

Flag CharactersThe "Flag Characters" edit box allows the user to enter two digits that represent the flag characters which are printed rotated ninety degrees and at the end of the DIN. Leaving this field blank will cause the default flag digit value of "00" to be included automatically after the DIN.

Include Check DigitThe "Include Check Digit" check box allows the user to indicate that the manually entry check digit is to be included in the eye read interpretation line. After checking the box the calculated check character will appear in the box located immediately to the right of the check box legend.

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the labels are to be printed.

Number of LabelsThe "Number of Labels" edit box allows the user to enter the number of labels that are to be printed. Leaving this edit box empty will cause only one label to be printed.

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HemaTrax® Client User GuideUnit ID Set Label

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.8" will shift the printed label image to the right by 1.8 millimeters.

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.3" will shift the printed label image down by 1.3 millimeters.

SetThe "Set" button when clicked causes the X or Y offset changes to be recorded for the selected printer. After making X or Y offset changes, if the "Set" button is not clicked then the changes made will not be recorded and will not take effect.

PrintThe "Print" button causes the information entered to be printed as an Instruction label on the selected printer. An example of an intended recipient label printed after the print button is clicked is shown in the illustration below:

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HemaTrax® Client User GuideUnit ID Set Label

ClearThe "Clear" button, when clicked, causes all of the information entered in the various entry boxes of the "Unit ID Set" window to be cleared.

ExitThe "Exit" button, when clicked, causes the "Unit ID Set" window to be closed.

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Illustration 132: ISBT 128 DIN label example

HemaTrax® Client User GuideWallet ID Card

Wallet ID CardWith the HemaTrax Client window displayed, the user may elect to print a Wallet ID Card by first clicking on the "Additional Labels" item in the menu bar at the top of the Client window and then by clicking on the "Wallet ID Card" item displayed in the "Additional Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Wallet Card" item in the "Additional Labels" menu, the "Wallet ID Card" window, shown in the illustration below, will appear.

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Illustration 134: Wallet ID Card window

Illustration 133: Wallet ID Card selection

HemaTrax® Client User GuideWallet ID Card

TitleThe "Title" edit box provides space for the user to specify the line that will print centered at the top of the wallet card. This line entry allows for a maximum of forty characters.

SubtitleThe "Subtitle" edit box provides space for the user to enter the line that will print below the top title line centered horizontally and in slightly reduced font size. The maximum length of the subtitle line entry is sixty characters.

Facility NameThe "Facility Name" edit box provides space for the user to specify the name of the facility. This line prints immediately below a line drawn across the label and centered below the subtitle line. The maximum entry length for the facility name is forty characters.

Facility AddressThe "Facility Address" edit box provides space for the user to specify the address of the facility. This line prints centered and immediately below the facility name. The maximum entry length for the facility address is forty characters.

Facility City, State and Zip CodeThe "Facility City, State and Zip Code" edit box provides space for the user to specify the city, state and zip code of the facility. This line prints centered and immediately below the facility address line. The maximum entry length for the facility city, state and zip code is forty characters.

Telephone Description 1The "Telephone Description 1" edit box provides space for the user to specify a legend that will print before the first telephone number. This entry has a maximum length of twelve characters. A typical entry might be "TEL:" or "(9to5) TEL:".

Telephone Number 1The "Telephone Number 1" edit box provides space for the user to enter the first telephone number entry that corresponds with the "Telephone Description 1" entry discussed above. The maximum length for this entry is twenty characters.

The entries for the "Telephone Description 1", Telephone Number 1", Telephone Description 2" and "Telephone Number 2" print centered on a single line below the facility city state and zip code line. A solid line is printed below the telephone number line on the card.

Telephone Description 2The "Telephone Description 2" edit box provides space for the user to specify a legend that will print

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before the second telephone number. This entry has a maximum length of twelve characters. A typical entry might be "FAX:" or "(Night) TEL:".

Telephone Number 2The "Telephone Number 2" edit box provides space for the user to enter the second telephone number entry that corresponds with the "Telephone Description 2" entry discussed above. The maximum length for this entry is twenty characters.

The entries for the "Telephone Description 1", Telephone Number 1", Telephone Description 2" and "Telephone Number 2" print centered on a single line below the facility city state and zip code line. A solid line is printed below the telephone number line on the card.

Footer LineThe "Footer Line" edit box provides space for the user to enter a line that will print below a solid line drawn near the bottom of the wallet card. The maximum entry length is sixty characters.

Donor NameThe "Donor Name" provides space for the user to enter the name of the donor to be printed on the wallet card. The maximum entry length is thirty characters. The donor's name will print below the solid line drawn below the facility telephone numbers and will print on the left edge of the card.

Donor Address Line 1The "Donor Address Line 1" edit box provides space for the entry of the first of two possible address information lines. The maximum length of this line is thirty characters. The address line prints below the donor name on the wallet card.

Donor Address Line 2The "Donor Address Line 2" edit box provides space for the entry of the second of two possible address information lines. The maximum length of this line is thirty characters. If entered, address line 2 print below address line 1 on the donor wallet card.

Donor City, State and Zip CodeThe "Donor City, State and Zip Code" edit box provides space to enter the city, state and zip code of the donor's address. The maximum entry length is thirty characters. This line will print below the last address line of the address 1 or 2 entries described above.

Donor Telephone NumberThe "Donor Telephone Number" edit box provides space for the user to enter the donor's telephone number. The maximum entry length is twenty characters. The donor's telephone number is printed below the "Donor City, State and Zip Code" entry described above.

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Donor ID NumberThe "Donor ID Number" edit box provides space for the user to enter a number that has been assigned to the donor. The maximum entry length is twenty characters. This entry will be bar coded and printed in the area immediately to the right of the donor name and address information.

Donor Blood TypeThe "Donor Blood Type" selection box allows the user to selection from a list of blood types. By clicking on the down-arrow button located on the right side of the selection box, a list of possible ABO-Rh type is displayed in a drop-down list. The selection is made by clicking on one of the displayed items in the list. The donor blood type is printed as a bar code and text on the card below the donor's ID number. The bar coded ABO-Rh uses the ISBT-128 coding scheme as for the ABO-Rh on a blood container.

Select PrinterThe "Select Printer" selection box allows the user to choose the thermal bar code printer where the labels are to be printed.

Number of LabelsThe "Number of Labels" edit box allows the user to enter the number of labels that are to be printed. Leaving this edit box empty will cause only one label to be printed.

Printer Set UpThe "Printer Set Up" button is used to bring up the "Print Port Configuration" window so that changes can be made or new printers defined. For more information about the use of the Print Port Configuration window please consult that portion of the User Guide.

Offsets PanelThe "Offsets" panel contains three controls that are used to change the image offset on the printed label. Each of these controls are discussed below.

X:The "X:" edit box provides space where the current x-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different X axis offset in this box. For example an entry value of "1.8" will shift the printed label image to the right by 1.8 millimeters.

Y:The "Y:" edit box provides space where the current y-axis offset in millimeters is displayed for the currently selected printer. The user may enter a different Y axis offset in this box. For example an entry value of "1.3" will shift the printed label image down by 1.3 millimeters.

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SetThe "Set" button when clicked causes the X or Y offset changes to be recorded for the selected printer. After making X or Y offset changes, if the "Set" button is not clicked then the changes made will not be recorded and will not take effect.

PrintThe "Print" button causes the information entered to be printed as an Instruction label on the selected printer. An example of an intended recipient label printed after the print button is clicked is shown in the illustration below:

ClearThe "Clear" button, when clicked, causes all of the information entered in the various entry boxes of the "Wallet ID Card" window to be cleared.

ExitThe "Exit" button, when clicked, causes the "Wallet ID Card" window to be closed.

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Illustration 135: Donor Wallet Card example

HemaTrax® Client User GuidePatient Wristband

Patient WristbandWith the HemaTrax Client window displayed, the user may elect to print a Patient Wristband by first clicking on the "Additional Labels" item in the menu bar at the top of the Client window and then by clicking on the "Patient Wristband" item displayed in the "Additional Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Patient Wristband" item in the "Additional Labels" menu, the "Patient Wristband" window, shown in the illustration below, will appear.

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Illustration 137: Patient Wristband window

Illustration 136: Patient Wristband selection

HemaTrax® Client User GuidePatient Wristband

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HemaTrax® Client User GuideCustom Label

Custom LabelWith the HemaTrax Client window displayed, the user may elect to print a Custom label by first clicking on the "Additional Labels" item in the menu bar at the top of the Client window and then by clicking on the "Custom" item displayed in the "Additional Labels" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Custom" item in the "Additional Labels" menu, the "Custom Label" window, shown in the illustration below, will appear.

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Illustration 139: Custom Label window

Illustration 138: Custom label selection

HemaTrax® Client User GuideCustom Label

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HemaTrax® Client User GuideActivity Log Report

Activity Log ReportWith the HemaTrax Client window displayed, the user may elect to view/print an Activity Log report by first clicking on the "Reports" item in the menu bar at the top of the Client window and then by clicking on the "Activity Log" item displayed in the "Reports" drop-down list displayed. These selections are shown in the illustration immediately below.

After the user clicks on the "Activity Log" selection the window shown in the illustration below will be displayed.

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Illustration 140: Activity Log Report selection

Illustration 141: Reports -- Activity Log window

HemaTrax® Client User GuideActivity Log Report

Start DateClicking on the Start Date edit box will cause the date selector to be displayed. For more information on the use of the date selector please reference that portion of this guide. This selection establishes the date of the first activity to be included in the activity log report.

End DateAs with the "Start Date" mentioned above, clicking on the "End Date" edit box will cause the date selector to be displayed. The end date selected establishes the last date of activity to be reported.

SearchWhen the user clicks on the "Search" button the activity log files are scanned for all of the activities in the designated range of dates to be reported. On the completion of the search process the activities in the date range will be listed as shown in the following illustration.

Include KeyThe "Include Key" check box located below the activity log information display grid, when checked will cause the report to include a page with key information describing the activities and the order of information that is displayed in the "Activity Message" column.

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Illustration 142: Reports -- Activity Log display

HemaTrax® Client User GuideActivity Log Report

PrintWhen the "Print" button, located in the bottom right portion of the window, is clicked the "Report Preview" window will be opened. The time that it takes for the window to display is governed by the number of pages that must be formatted in the report. The illustration below shows how the "Report Preview" window will appear, showing the first page of the "Activity Log" report.

Activity Log ReportThe following two illustrations shows the first and last page of the printed report. The last page shows the included key information that was requested via the "Include Key" check box.

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Illustration 143: Reports -- Activity Log -- Report Preview

HemaTrax® Client User GuideActivity Log Report

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Illustration 144: Reports -- Activity Log -- Report Page 1 example

HemaTrax® Client User GuideActivity Log Report

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Illustration 145: Reports -- Activity Log -- Report -- Last page showing key

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HemaTrax® Client User GuideDatabase Report

Database ReportWith the HemaTrax Client window displayed, the user may elect to view/print a Database report by first clicking on the "Reports" item in the menu bar at the top of the Client window and then by clicking on the "Database" item displayed in the "Reports" drop-down list displayed. These selections are shown in the illustration immediately below.

After clicking on the "Database" item in the "Reports" menu, the "Database Reports" window, shown in the illustration below, will appear.

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Illustration 146: Database Report selection

Illustration 147: Database Reports window

HemaTrax® Client User GuideDatabase Report

Select a DatabaseThe user may choose which database may be reported by clicking on the down-arrow located on the right side of the "Select a Database" list box located in the upper left hand corner of the window area. Upon clicking the down-arrow a list of databases is displayed and as shown in the table below:

List of Database Selections

Alternate Product Codes

Facility Information

Licensed Products

NCode List

Product Codes

Table 16: Database Report selections

To select a database to be reported the user clicks on one of the selections in the drop-down list.

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Alternate Product CodesAlternate product codes are those products which have been created by the customer and are in the product code range A0001 to D9999 or are ICCBBA defined products in the range E0001 to F9999 that have been altered in some way from the original definition as provided by Digi-Trax Corporation. Upon clicking the "Alternate Product Codes" selection in the Database Reports drop-down list, the window shown in the following illustration will be displayed.

Reporting Range PanelSeveral controls located in the "Reporting Range" panel allow the user to control the range of product codes that will be reported. The use of these controls is covered in the following sub-paragraphs:

All ProductsThe "All Products" radio button is the first of two mutually exclusive buttons, the other being the "Range of Products" button. When the user selects the "All Products" button by clicking on it, the "Starting Code" and "Ending Code" edit boxes will be automatically populated with key data so that the maximum range of product codes will be searched and the search function will then automatically be started. Any alternate product codes will be displayed in the grid that occupies the lower two-thirds of the Database Reports window.

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Illustration 148: Database Reports -- Alternate Product Codes

HemaTrax® Client User GuideDatabase Report

Range of ProductsThe "Range of Products" radio button is the second of two mutually exclusive buttons, the other being the "All Products" button. When the user selects the "Range of Products" button by clicking on it, the "Starting Code" and "Ending Code" edit boxes will be cleared in preparation of the user's entry of the starting and ending product codes of the range of products that are to be reported.

Starting CodeThe "Starting Code" entry box accepts the low end range five character code of the first product to be searched as a blood product that has been altered in some way by the customer. The lowest code possible is "A0000". As the fifth character for this code are typed, the cursor will automatically advance to the next entry field, "Ending Code".

Ending CodeThe "Ending Code" entry box accepts the high end range five character code of the last product to be searched as a blood product that has been altered in some way by the customer. The highest code possible is "F9999". As the fifth character for this code are typed, the cursor will automatically advance to the next control in the "Reporting Range" panel, the "Search" button.

SearchWhen manually entering a range of products to be included in the alternate product code database report the search button is clicked in order to commence the search process.

Product DisplayAny matches made during the search process are listed in a string grid located in the bottom two-thirds of the window. The products are listed in ICCBBA product code order, low to high.

PrintTo obtain a printed report the user will click on the "Print" button which is located at the bottom of the window and in the right-hand corner. When the "Print" button is clicked the "Report Preview" window will be displayed. For specific information about the "Report Preview" window and its operation to produce a report, please refer to the Report Preview section of this guide. The illustration below represents a Report Preview window displayed for an Alternate Product Codes database report.

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Alternate Product Codes ReportThe illustration below is an example of the report produced from the Report Preview window for the alternate product codes database.

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Illustration 149: Alternate Product Codes Report Preview

HemaTrax® Client User GuideDatabase Report

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Illustration 150: Database Reports -- Alternate Product Codes Report example

HemaTrax® Client User GuideDatabase Report

Facility InformationUpon clicking the "Facility Information" selection in the Database Reports drop-down list, the window shown in the following illustration will be displayed.

The selection of "Facility Information" automatically populates the grid at the bottom of the window with all of the facility information currently in the database.

PrintBy clicking on the "Print" button the user will invoke the "Report Preview" window. From the Report Preview window the user may either print the report or save the report in PDF file format for printing at a later time or to sent as a file to another user. An example of the Report Preview window displayed for the Facility Information selection is shown in the following illustration:

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Illustration 151: Database Reports -- Facility Information window

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Facility Information ReportThe following illustration shows what the printed "facility Information" database report might look like.

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Illustration 152: Report Preview -- Facility Information

Illustration 153: Database Reports -- Facility Information Report

HemaTrax® Client User GuideDatabase Report

Licensed ProductsThe HemaTrax application includes a database of all licensed products for each production facility. The window displayed when the user selects the "Licensed Products" item from the drop-down list of database reports is shown in the following illustration:

Select a FacilityThe user must choose a facility for which licensed products will be displayed (reported). A selection grid titled "Select a Facility" provides the method to make the facility selection. The user clicks on the line of the facility for which licensed products will be listed. After clicking on the desired line it will appear highlighted as white letters on a dark blue background.

Reporting Range PanelSeveral controls located in the "Reporting Range" panel allow the user to control the range of product codes that will be reported. The use of these controls is covered in the following sub-paragraphs:

All ProductsThe "All Products" radio button is the first of two mutually exclusive buttons, the other being the

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Illustration 154: Database Reports -- Licensed Products window

HemaTrax® Client User GuideDatabase Report

"Range of Products" button. When the user selects the "All Products" button by clicking on it, the "Starting Code" and "Ending Code" edit boxes will be automatically populated with key data so that the maximum range of product codes will be searched and the search function will then automatically be started. Any alternate product codes will be displayed in the grid that occupies the lower two-thirds of the Database Reports window.

Range of ProductsThe "Range of Products" radio button is the second of two mutually exclusive buttons, the other being the "All Products" button. When the user selects the "Range of Products" button by clicking on it, the "Starting Code" and "Ending Code" edit boxes will be cleared in preparation of the user's entry of the starting and ending product codes of the range of products that are to be reported.

Starting CodeThe "Starting Code" entry box accepts the low end range five character code of the first licensed product to be searched for. The lowest code possible is "A0000". As the fifth character for this code are typed, the cursor will automatically advance to the next entry field, "Ending Code".

Ending CodeThe "Ending Code" entry box accepts the high end range five character code of the last licensed product to be searched for. The highest code possible is "F9999". As the fifth character for this code are typed, the cursor will automatically advance to the next control in the "Reporting Range" panel, the "Search" button.

SearchWhen manually entering a range of products to be included in the licensed products database report, the search button is clicked in order to commence the search process.

Product DisplayAny matches made during the search process are listed in a string grid located in the bottom two-thirds of the window. The products are listed in ICCBBA product code order, low to high. The following illustration shows what the string grid might look like after a facility and "All Products" has been selected:

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PrintTo obtain a printed report the user will click on the "Print" button which is located at the bottom of the window and in the right-hand corner. When the "Print" button is clicked the "Report Preview" window will be displayed. For specific information about the "Report Preview" window and its operation to produce a report, please refer to the Report Preview section of this guide. The illustration below represents a Report Preview window displayed for a Licensed Product database report.

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Illustration 155: Database Reports -- Licensed Products displayed

HemaTrax® Client User GuideDatabase Report

Licensed Product ReportThe following illustration shows what a Licensed Product Report as printed might look like.

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Illustration 156: Report Preview -- Licensed Product Report

Illustration 157: Database Report -- Licensed Product Report

HemaTrax® Client User GuideDatabase Report

NCode ListThe HemaTrax developers used the term N codes when referring to the five character test codes defined by the ICCBBA and specifically for "Special Testing: General [Data Structure 010]". This term has migrated its way to the user interface as the NCodes. In HemaTrax each N code is associated with two print definitions; a short single line test message and a longer two line test message. Which one is used depends whether or not the test bar code is to be printed on the label. When the bar code is printed, then the single line test message is used. In cases where the test bar code is not printed then there is room on the label for the longer two line test description. The NCode List Report will display the NCode, ICCBBA Description, the short and long print messages.

After the user selects "NCode List" from the "Select a Database" drop-down selection box the window shown in the illustration below will be displayed.

Reporting Range PanelSeveral controls located in the "Reporting Range" panel allow the user to control the range of product codes that will be reported. The use of these controls is covered in the following sub-paragraphs:

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Illustration 158: Database Reports -- NCode List window

HemaTrax® Client User GuideDatabase Report

All CodesThe "All Codes" radio button is the first of two mutually exclusive buttons, the other being the "Range of Codes" button. When the user selects the "All Codes" button by clicking on it, the "Starting Code" and "Ending Code" edit boxes will be automatically populated with key data so that the maximum range of N codes will be searched and the search function will then automatically be started. Any N codes will be displayed in the grid that occupies the lower two-thirds of the Database Reports window.

Range of CodesThe "Range of Codes" radio button is the second of two mutually exclusive buttons, the other being the "All Codes" button. When the user selects the "Range of Codes" button by clicking on it, the "Starting Code" and "Ending Code" edit boxes will be cleared in preparation of the user's entry of the starting and ending N codes of the range of codes that are to be reported.

Starting CodeThe "Starting Code" entry box accepts the low end range five character code of the first N code to be searched for. The lowest code possible is "1aaaa". As the fifth character for this code are typed, the cursor will automatically advance to the next entry field, "Ending Code".

Ending CodeThe "Ending Code" entry box accepts the high end range five character code of the last N code to be searched for. The highest code possible is "N9999". As the fifth character for this code are typed, the cursor will automatically advance to the next control in the "Reporting Range" panel, the "Search" button.

SearchWhen manually entering a range of products to be included in the NCode List database report, the search button is clicked in order to commence the search process.

NCode List DisplayThe illustration below depicts the NCode List display window after the search has completed.

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PrintTo obtain a printed report the user will click on the "Print" button which is located at the bottom of the window and in the right-hand corner. When the "Print" button is clicked the "Report Preview" window will be displayed. For specific information about the "Report Preview" window and its operation to produce a report, please refer to the Report Preview section of this guide. The illustration below represents a Report Preview window displayed for an NCode List database report.

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Illustration 159: Database Reports -- NCode List displayed

HemaTrax® Client User GuideDatabase Report

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Illustration 160: Report Preview -- NCode List

HemaTrax® Client User GuideDatabase Report

Product CodesThe product codes are those products which have been defined by the ICCBBA and populated with label print information by Digi-Trax Corporation and are in the product code range E0001 to F9999. Upon clicking the "Product Codes" selection in the Database Reports drop-down list, the window shown in the following illustration will be displayed.

Reporting RangeThe "Reporting Range" panel contains a few controls that are used to set the number of product codes to be reported and execute the search. These controls are described in the following sub-paragraphs.

Starting CodeThe "Starting Code" entry box accepts the low end range five character code of the first ICCBBA product code to be searched for. The lowest code possible is "E0001" and the highest code is "F9999". As the fifth character for this code are typed, the cursor will automatically advance to the next entry field, "Ending Code".

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Illustration 161: Database Reports -- Product Codes window

HemaTrax® Client User GuideDatabase Report

Ending CodeThe "Starting Code" entry box accepts the high end range five character code of the last ICCBBA product code to be searched for. The lowest code possible code entry is "E0001" and the highest code is "F9999". As the fifth character for this code are typed, the cursor will automatically advance to the next Report Range control, the "Search" button.

SearchWhen the "Search" button is clicked the HemaTrax Client application begins reading records in the range provided. The duration of th search process may be anywhere from a few seconds to several minutes depending on the size of the range that has been specified.

Important Note: At the time this was being written the range of ICCBBA codes was from "E0001" to "E7470" and the number of pages generated for that report range was 1,665. It took several minutes to read all of these records and format the report.

Product Codes DisplayThe illustration below shows the Database Report window displayed after specifying a range of ICCBBA product codes and the clicking on the "Search" button.

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Illustration 162: Database Reports -- Product Codes display

HemaTrax® Client User GuideDatabase Report

The illustration above shows the information displayed for the product code range requested. The records are displayed in ICCBBA product code order.

PrintClicking on the print button will cause the "Report Preview" window for the product codes to be displayed. The illustration below shows the "Report Preview" window that was displayed for the range entered in the illustration above.

Product Codes ReportThe illustration below shows the first page of a printed report for the code range that was entered in Illustration 162.

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Illustration 163: Report Preview -- Product Codes

HemaTrax® Client User GuideDatabase Report

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Illustration 164: Database Report -- Product Codes

HemaTrax® Client User GuideLabel Audit Report

Label Audit ReportWith the HemaTrax Client window displayed, the user may elect to view/print a Label Audit report by first clicking on the "Reports" item in the menu bar at the top of the Client window and then by clicking on the "Label Audit" item displayed in the "Reports" drop-down list displayed. These selections are shown in the illustration immediately below.

Label Audit ReportsAfter clicking on the "Label Audit" selection of the "Reports" drop-down menu list the "Label Audit Reports" window shown in the illustration below will display.

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Illustration 165: Label Audit report selection

HemaTrax® Client User GuideLabel Audit Report

Select Label TypeThe "Select Label Type" selection box allows the user to choose from three possible label type categories. The selections are "Additional Labels", "Codabar Labels" and "ISBT 128 Labels". "ISBT 128 Labels" is the default selection. For each of these categories there are multiple label report choices as provided in the "Select Report" selection box.

Select ReportThe table below shows the three label type categories and beneath each of these categories are listed the label reports available.

┌─────────────────────── Select Label Type ──────────────────────┐

Additional Labels Codabar Labels ISBT 128 Labels

Instruction Label ABO Rh ABO Rh

Intended Recipient Autologous ABO Rh / Date & Time

Patient Wristband Donation ID Date & Time

Unit ID Set Expiration Date & Time Facility

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Illustration 166: Label Audit Reports window

HemaTrax® Client User GuideLabel Audit Report

Wallet ID Card Product Label Facility / Product

Full Face

Product

Product / Date & Time

Table 17: Label Type / Report Selection

Start DateClicking on the Start Date edit box will cause the date selector to be displayed. For more information on the use of the date selector please reference that portion of this guide. This selection establishes the starting date where the search is to begin looking for print requests for the selected label type to be included in the label audit report.

End DateAs with the "Start Date" mentioned above, clicking on the "End Date" edit box will cause the date selector to be displayed. The end date after which the search is to stop looking for print requests for the selected label type to be included in the label audit report.

SearchWhen the user clicks on the "Search" button the activity log files are scanned for the label print requests in the designated range of dates to be reported. On the completion of the search process the activities in the date range will be listed as shown in the following illustration.

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Include KeyThe "Include Key" check box located below the activity log information display grid, when checked will cause the report to include a page with key information describing the activities and the order of information that is displayed in the "Activity Message" column.

PrintWhen the "Print" button, located in the bottom right portion of the window, is clicked the "Report Preview" window will be opened. The time that it takes for the window to display is governed by the number of pages that must be formatted in the report. The illustration below shows how the "Report Preview" window will appear, showing the first page of the "Label Audit" report.

Label Audit Report PreviewThe illustration below shows what the "Report Preview" window will look like.

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Illustration 167: Reports -- Label Audit display

HemaTrax® Client User GuideLabel Audit Report

For specific information about the "Report Preview" window and its operation to produce a report, please refer to the Report Preview section of this guide.

Printed Label Audit ReportThe following illustration is an example of a printed audit report for ISBT 128 ABO-Rh labels.

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Illustration 168: Reports -- Label Audit -- Report Preview

HemaTrax® Client User GuideLabel Audit Report

KeyThe "Key" to the content of the activity message is printed at the end of the label audit report. This key gives the order of the information encoded in the message.

Activity Message Codes:For definitions of the meanings of the activity message codes please refer to the "Message Codes" section located near the end of this guide.

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Illustration 169: Reports -- Label Audit -- ABO-Rh Audit report

HemaTrax® Client User GuideLabel Audit Report

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HemaTrax® Client User GuideVerification Report

Verification ReportVerification allows the user to quickly check that the bar codes and the bar code represented data are correct for any given label. This single component of the application allows the user to scan label bar codes, view their representation and print a report for multiple scanned labels.

With the HemaTrax Client window displayed, the user first clicks on the "Reports" item in the menu bar at the top of the Client window and then clicks on the "Verification" item in the displayed drop-down list. These selections are shown in the illustration immediately below.

After selecting the "Verification" item from the "Reports" drop-down menu the window shown below will appear. As shown in the illustration, if no scans have been made since the last report was successfully printed, then the grid of scanned data at the bottom of the window will be empty.

Scan and View ModeAt the top and central portion of the window are two radio buttons which are mutually exclusive. The default button is labeled "Scan Mode" and indicates that the application is currently accepting bar code scans. Clicking on the "View Mode" button places the application in data view mode which means that when a line that is populated with data at the bottom of the window is selected its data representation will be viewed in the "Scanned Information" panel located in the center of the window.

Note: When the "View Mode" button is selected then bar code scanning is disabled.

The balance of the operational description assumes that the "Scan Mode" button is selected.

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Illustration 170: Label Verification report selection

HemaTrax® Client User GuideVerification Report

Bar Code ScanningAssuming that the user is scanning the bar codes on a full face label, The user can scan any of the bar codes on the label in any order. The application uses the data identifiers embedded in the bar code to determine what data is being scanned. The bar code scanner should be set to automatically append the carriage return character to the end of each scan. If the bar code scanner is not set in this way, then the user will have to press the "Enter" or "Return" key at the keyboard after each scan is made.

Prompt for unknown intended useThe "Prompt for unknown intended use" check box, when checked, will present a small window when an ABO-Rh bar code is scanned that does not specify the donation type/intended use in the bar code. This is true for all of the "Default: Intended Use Not Specified" codes listed for data structure 002 "Blood Groups [ABO and RhD] in the ISBT 128 Standard Specification. This query is at times necessary as the ABO-Rh bar code data will not indicate whether the ABO-Rh label is a volunteer donation, therapeutic collection or for laboratory research use only even though the label text clearly makes this differentiation.

Unknown intended use resolved on product bar code scanThe "Unknown intended use resolved on product bar code scan" check box, when checked, will cause the donation type/intended use associated with the product code to be reflected also in the ABO-Rh Intended Use in those cases where the intended use of the ABO-Rh is one of the "Default: Intended Use Not Specified" codes listed for data structure 002 "Blood Groups [ABO and RhD] in the ISBT 128 Standard Specification. This association with the intended use portion of the product code is at times necessary as the ABO-Rh bar code data will not indicate whether the ABO-Rh label is a volunteer

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Illustration 171: Verification window

HemaTrax® Client User GuideVerification Report

donation, therapeutic collection or for laboratory research use only even though the label text clearly makes this differentiation.

Scanning Bar Codes and Building the ReportThe user may elect to scan just one bar code from and label or may build a group of bar codes by scanning all of the bar codes on a full face label. As the bar codes are scanned the accumulated data is displayed in the "Scanned Information" panel located in the center of the window. After scanning one or multiple bar codes that are to be grouped together as a single report row, the user then clicks on the "Save" button.

SaveThe "Save" button is clicked after the user has scanned one or multiple bar codes that are to appear in a report record. Upon clicking the "Save" button the data displayed in the "Scanned Information" panel will be transferred to a line in the grid located at the bottom of the window and the information in the "Scanned Information" panel will be cleared for the next bar code scans. The illustration below shows what the window looks like after multiple scans have been saved.

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Illustration 172: Verification window showing scanned data

HemaTrax® Client User GuideVerification Report

Note: The "Save" button is disabled if the user has selected "View Mode" and enabled when "Scan Mode" is selected.

ClearThe "Clear" button is used to erase the scanned data displayed in the "Scanned Information" panel. Clicking this button will not clear a line selected in the data grid located at the bottom of the window.

PrintThe "Print" button will cause the "Report Preview" window to be displayed. The illustration below shows the Report Preview window.

The Report Preview window provides the user with several choices regarding the output of the report. For more detailed information about the use of Report Preview please reference that section of this

213

Illustration 173: Report Preview window

HemaTrax® Client User GuideVerification Report

guide.

After Report PreviewWhenever the Report Preview window is closed the user will be prompted with an information dialog box which will ask if the verification report printed completely and correctly. The illustration below shows how this dialog box will appear.

Two buttons are displayed in the dialog box which allow the user to answer the question posed.

NoThe "No" button when clicked will return the user back to the "Verification" window and all of the scanned data will remain intact.

YesThe "Yes" button, when clicked, will cause all of the scanned data to be erased. The user is returned to the "Verification" window and may now begin scanning bar codes and building data for another report.

ExitThe "Exit" button causes the "Verification" window to be closed and returns the user to the main HemaTrax Client window. Any displayed scanned data will be retained, retrieved and displayed when the "Verification" window is displayed once again.

Verification Report ExampleThe following illustration shows what the verification report might look like when it is printed.

214

Illustration 174: After report preview dialog

HemaTrax® Client User GuideVerification Report

215

Illustration 175: Example Verification Report

HemaTrax® Client User GuideReport Preview

Report PreviewWhenever the user clicks on the "Print" button from any report window the "Report Preview" window is displayed. From this preview window the user may elect to print the report to a printer or may output the report as a file to be viewed or printed at some future time. The "Report Preview" window is the mechanism by which the HemaTrax Client generates all of is reports and gives the user a friendly and flexible interface for all of their reporting needs.

The illustration above shows the Report Preview window displayed for a Verification Report.

FileClicking on the "File" menu item will cause a drop-down list to appear with the "Open", "Save As", Print" and "Exit selections. Each of these selections also has a tool bar counterpart which will be presented in the paragraphs that follow:

216

Illustration 176: Report Preview window

HemaTrax® Client User GuideReport Preview

OpenBy either clicking the "Open" selection from the "File" menu drop-down list or by clicking the folder icon in the tool bar the following file selection dialog shown in the illustration below will appear.

The open file dialog will allow a user to select a report that was previously saved as a file. The file selection dialog is a common feature of MS Windows applications. The user should be familiar with this file selection mechanism.

Important Note: "Open" only works for report files saved in "Rave Snapshot Files (*.ndr)" format. It is not able to open files for display that have been saved in Adobe Acrobat (PDF) (*.pdf) or Rich Text Format (RTF) (*.rtf) formats.

It is recommended that report files be saved in Adobe Acrobat (PDF) (*.pdf) format (the default format) and that the Adobe Reader be used to display, scan and print these document files.

217

Illustration 177: Report Preview Open File dialog

HemaTrax® Client User GuideReport Preview

Save As By either clicking on the "Save As" selection from the "File" menu drop-down list or by clicking the diskette icon in the tool bar the following "Save File" dialog shown in the illustration below will appear:

The Save File dialog window allows the user to navigate to a desired folder and to then provide the name of the report file and file type to be saved. Clicking on the "Save" button in the lower right corner of the dialog window causes the file to be saved.

File nameThe "File name" edit box provides space for the user to enter the file name of the report to be saved. The user does not need to enter the file name extension, such as ".pdf" or '.rtf" at the end of the file name. The file name extension is automatically applied by the dialog based on the "Save as type" selected in the combination box located directly below the "File name" edit box.

Save as typeThe "Save as type" selection box allows the user to choose between several report file formats. The default format is "Adobe Acrobat (PDF) (*.pdf)". With that default choice the file name entered will automatically have a file name extension of '.pdf" applied. Other possible selections are: "Rave Snapshot Files (*ndf)" and "Rich Text Format (RTF) (*.rtf)".

218

Illustration 178: Report Preview Save File dialog

HemaTrax® Client User GuideReport Preview

Print By either clicking on the "Print" selection from the "File" menu drop-down list or by clicking the printer icon in the tool bar the following "Output Options" dialog shown in the illustration below will appear:

Selected PrinterThe "Selected Printer" panel displays the printer on which the report will be printed. If this printer is not the one desired, then clicking the "Setup" button will show another dialog that will allow the printer to be selected.

Print RangeThe "Print Range" panel contains controls that allow the user to select portions of the report to be printed. By clicking on the appropriate radio buttons ("All", "Selection" or "Pages") and optionally entering a "Selection", the user can control what portion of the report is to be printed.

OptionsThe options panel allows the user to determine how many copies of the report are to be printed and depending on the capabilities of the printer selected, also determine how the output is to be printed and collated.

OKWhen the "OK" button is clicked, the report will be output to the selected printer.

CancelThe "Cancel" button, when clicked, will abort the print process and return the user to the previous

219

Illustration 179: Report Preview - Printer Output Options dialog

HemaTrax® Client User GuideReport Preview

window.

SetupClicking the "Setup" button causes the "Print Setup" dialog window shown in the illustration below to be displayed.

This dialog box is common to all MS Windows applications and should be very familiar to the user. From this dialog the user can change the printer on which the report will be printed and also select specific printing "Properties". When the appropriate settings have been made, the user clicks the "OK" button to return to the previous window or dialog.

Exit By either clicking on the "Exit" selection from the "File" menu drop-down list or by clicking the door icon in the tool bar the "Report Preview" window is closed.

220

Illustration 180: Report Preview - Print Setup dialog

HemaTrax® Client User GuideReport Preview

PageThe "Report Preview" menu and tool bar contains controls that allow the user to up and down through the displayed report. These controls and their use is covered in the following paragraphs:

FirstBy either clicking on the "First" selection from the "Page" menu drop-down list or typing the "Home" key with the "Ctrl" key held down or by clicking the first page icon in the tool bar the first page of the report will be displayed.

PreviousBy either clicking the "Previous" selection from the "Page" menu drop-down list or typing the "PgUp" key with the "Ctrl" key held down or by clicking the previous page icon in the tool bar the previous page of the report will be displayed.

NextBy either clicking the "Next" selection from the "Page" menu drop-down list or typing the "PgDn" key with the "Ctrl" key held down or by clicking the next page icon in the tool bar the next page of the report will be displayed.

Last By either clicking the "Last" selection from the "Page" menu drop-down list or typing the "End" key with the "Ctrl" key held down or by clicking the last page icon in the tool bar the last page of the report will be displayed.

Go to PageBy either clicking the "Go to Page" selection from the "Page" menu drop-down list or typing the "G" key with the "Ctrl" key held down the "Go To Page" dialog will be displayed as shown in the illustration below.

To go to any page in the report the user types the page number into the "Enter page to move to:" edit box and then clicks on the "OK" button. If the user elects to abort going to a specific page then the user clicks on the "Cancel" button.

221

Illustration 181: Go to Page dialog

HemaTrax® Client User GuideReport Preview

ZoomThe zoom menu selection allows the user to adjust the displayed report on the screen. Multiple drop-down menu and tool bar selections are available for this purpose and are discussed in the paragraphs that follow:

Zoom InBy either clicking on the "Zoom In" selection from the "Zoom" menu drop-down list or by clicking the plus magnifier icon in the tool bar the displayed report is increased in size.

Zoom Out By either clicking on the "Zoom Out" selection from the "Zoom" menu drop-down list or by clicking the minus magnifier icon in the tool bar the displayed report is reduced in size.

Fit to PageBy either clicking on the "Fit to Page" selection from the "Zoom" menu drop-down list or by clicking the fit to page icon in the tool bar the displayed report page height is adjusted in size to fit the height of the display.

Fit to Page Width By either clicking on the "Fit to Page Width" selection from the "Zoom" menu drop-down list or by clicking the fit to page width icon in the tool bar the displayed report page width is adjusted in size to fit the width of the display.

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HemaTrax® Client User GuideMessage Codes

OptionsThe "Options" selection is located on the menu bar located just below the window title bar at the top of the HemaTrax Client application window. The illustration below shows the top portion of the HemaTrax window with the menu bar.

The "Options" selection is located just to the right of the "Reports" selection.

Quad III (Product) Click Brings Up QwikPik ListIf this option is checked, as in the illustration below, then clicking in the third quadrant will direct the user to the “QwikPik” screen instead of the “Find Product” screen. If the option is unchecked then the user is directed to the “Find Product” screen.

223

Illustration 183: Options selection

Illustration 182: HemaTrax Client menu bar

HemaTrax® Client User GuideMaintenance

Scanning OptionsThe "Scanning Options" selection is located on the menu bar located just below the window title bar at the top of the HemaTrax Client application window but only when the check box “Set to Scan Mode” is checked. The illustration below shows the top portion of the HemaTrax window with the menu bar.

The "Scanning Options" selection is located just to the right of the “Options” selection. When the "Scanning Options" menu bar selection is clicked, the drop-down list of "Scanning Options" selections, as shown in the illustration below, are displayed.

Prompt for Unknown Intended Use on ScanSometimes when scanning the ABO-Rh bar code the intended use will be unknown and can have an affect on the way QII (ABO-Rh) will print. For example, the images below are all possibilities if the ABO-Rh code scanned was 9500.

224

Illustration 184: HemaTrax Client menu bar

Illustration 185: Scanning Options drop-down menu

HemaTrax® Client User GuideMaintenance

In these cases and others like this and if the “Prompt for Unknown Intended Use on Scan” is checked then a prompt will pop up asking the user to supply the intended use as shown in the image below.

225

Illustration 186: Volunteer Allogeneic DonationIllustration 188: Volunteer Therapeutic CollectionIllustration 187: Volunteer Research Donation

Illustration 189: Intended Use prompt

HemaTrax® Client User GuideMaintenance

Select the intended use from the drop down menu and then click the OK button.

Unknown Intended Use Resolved on Product Code ScanSometimes when scanning the ABO-Rh bar code the intended use will be unknown and can have an affect on the way QII (ABO-Rh) will print. For example, the images below are all possibilities if the ABO-Rh code scanned was 9500.

226

HemaTrax® Client User GuideMaintenance

In these cases and others like this and if the “Unknown Intended Use Resolved on Product Code Scan” is checked then once the product code is scanned the intended use for QII will be based upon the “Donation Type Code” (the sixth position) of the product.

Note: If neither the “Prompt for Unknown Intended Use on Scan” nor the “Unknown Intended Use Resolved on Product Code Scan” selections are checked the default in the above examples is to “Volunteer Allogeneic Donation”. If both are checked then the “Prompt for Unknown Intended Use on Scan” will have precedence.

227

Illustration 190: Volunteer Allogeneic DonationIllustration 192: Volunteer Therapeutic CollectionIllustration 191: Volunteer Research Donation

HemaTrax® Client User GuideMessage Codes

Log OutThe "Log Out" selection is located on the menu bar located just below the window title bar at the top of the HemaTrax Client application window. The "Log Out" selection is located just to the right of the “Options” selection or “Scanning Options” if the “Set to Scan Mode” checkbox is checked.

When the "Log Out" menu bar selection is clicked, the user will be logged out, the four quadrants of the full face label will be cleared, and one of the two "HemaTrax Unity Log-In" window illustrated below will be displayed.

228

Illustration 193: Log In Window (Running asStandalone)

Illustration 194: Log In Window (Running as Master

HemaTrax® Client User GuideMessage Codes

In order to resume the session the user must re-enter the User ID and Password at which point if any information was cleared will repopulate the four quadrants of the full face label.

Note:For the log in window running as a master or slave install please notice that the “Server IP Address” and “Server Port Number” fields are grayed out and can not be used. If the user wishes to connect to another HemaTrax Print Server they must close the application and restart it.

User IDThe "User ID" edit box provides space for the operator to enter their user ID. The user ID may be up to ten characters and is a case sensitive entry. The "User ID" entry must be at least four characters in length.

Important Note:For installations where the User's IDs and Passwords were migrated from a previous installation of the HemaTrax Standalone application, all of the migrated User IDs and Passwords will be uppercase.

PasswordThe "Password" edit box provides space for the operator to enter their password. The password may be up to ten characters in length and is a case sensitive entry. The minimum Password entry length is four characters.

OKThe "OK" button when clicked will re-establish the user session with the print server. Failure to enter the correct ID and password will cause the following Warning dialog box to be displayed.

229

Illustration 195: dialog window

Illustration 194: Log In Window (Running as Master

HemaTrax® Client User GuideMessage Codes

Note:Whatever process was in progress at the time of the timeout will be resumed after re-establishing the user ID and password.

QuitThe "Quit" button, when clicked, will abort the current client window and exit the HemaTrax Client application. Any work that may have been in progress will be lost if the "Quit" button is clicked.

HelpClicking the help button will cause the Adobe PDF document covering the HemaTrax Client to be displayed.

230

HemaTrax® Client User GuideMessage Codes

Message CodesIn various reports produced by the HemaTrax Client application there is typically an activity message portion that is composed of a quotation mark-comma delimiter list of items that were sent to the print server in order to relay specific information to be recorded or printed. In some cases the quoted item will be obvious text that is easily discerned by the user. In some cases numeric or single character codes are used whose meanings are not readily ascertained. This section of the guide defines the codes used by the HemaTrax Client and Server to pass common information back and forth.

ABO-Rh or Blood Type (Codabar) CodesThe table below lists the HemaTrax codes for sending ABO-Rh information to be printed on Codabar

labels:

CodabarABO-Rh Code ABO-Rh Description

1 O Rh Negative

2 O Rh Positive

3 A Rh Negative

4 A Rh Positive

5 B Rh Negative

6 B Rh Positive

7 AB Rh Negative

8 AB Rh Positive

9 For Further Manufacture

10 Biohazard

11 Not for Transfusion

12 Emergency Use Only

13 For Autologous Use Only

14 Hold for Further Processing

15 O (Rh not specified)

16 A (Rh not specified)

17 B (Rh not specified)

18 AB (Rh not specified)

231

HemaTrax® Client User GuideMessage Codes

ABO-Rh or Blood Type (ISBT) CodesThe table below lists the HemaTrax codes for sending ABO-Rh information to be printed on Codabar labels:

ISBTABO-Rh Code ABO-Rh / Blood Type Description

0 Not specified

1 O Rh Negative

2 O Rh Positive

3 A Rh Negative

4 A Rh Positive

5 B Rh Negative

6 B Rh Positive

7 AB Rh Negative

8 AB Rh Positive

9 O (Rh not specified)

10 A (Rh not specified)

11 B (Rh not specified)

12 AB (Rh not specified)

13 para-Bombay (Ah or Bh) Negative

14 para-Bombay (Ah or Bh) Positive

15 Bombay (Oh) Negative

16 Bombay (Oh) Positive

17 O para-Bombay Negative

18 O para-Bombay Positive

19 A para-Bombay Negative

20 A para-Bombay Positive

21 B para-Bombay Negative

22 B para-Bombay Positive

23 AB para-Bombay Negative

24 AB para-Bombay Positive

83 A POOLED Rh

232

HemaTrax® Client User GuideMessage Codes

ISBTABO-Rh Code ABO-Rh / Blood Type Description

84 B POOLED Rh

85 AB POOLED Rh

86 O POOLED Rh

87 POOLED ABO Rh Positive

88 POOLED ABO Rh Negative

89 POOLED ABO POOLED Rh

90 POOLED ABO (Rh unspecified)

93 Autologous Collection

94 Biohazardous

95 Discard Unit

96 Quarantine

97 Do NOT Transfuse Based On Test Results

98 Fractionation Use Only

99 Research Use Only

Table 18: ABO-Rh/Blood Type (ISBT) Codes

Anti-C, Anti-c Test CodesThe table below lists the test codes associated with the Anti-C and Anti-c phenotype test results:

TestCode

Anti-CTest Result

Anti-cTest Result

0 No Test No Test

1 - +

2 + -

3 + +

4 - No Test

Table 19: Anti-C, Anti-c Test Codes

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HemaTrax® Client User GuideMessage Codes

Anti-E, Anti-e Test CodesThe table below lists the test codes associated with the Anti-E and Anti-e phenotype test results:

TestCode

Anti-ETest Result

Anti-eTest Result

0 No Test No Test

1 - +

2 + -

3 + +

4 + No Test

Table 20: Anti-E, Anti-e Test Codes

Donation Type / Intended Use CodesThe following table defines all of the donation type / intended use codes that are sent in the ABO-Rh and Product label quadrant requests to the server.

Donation /Intended Use

Code Donation Type / Intended Use Description

0 None specified

1 Autologous use only

2 Directed Donor Use Only

3 Directed Donor Use Only, Biohazardous

4 Designated Donor

5 Dedicated Donor

A Autologous Collection, Eligible for Crossover

D Directed Donation, Eligible for Crossover

d Paid Directed Donation, Eligible for Crossover

E Directed Donor Use Only, Medical Exception

L Directed Donor Use Only, Limited Exposure

P Paid Homologous Donation

R Volunteer Research Donation

r Paid Research Collection

S Volunteer Source Donation

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HemaTrax® Client User GuideMessage Codes

Donation /Intended Use

Code Donation Type / Intended Use Description

s Paid Source Collection

T Volunteer Therapeutic Collection

V Volunteer Allogeneic Donation

X Autologous Use Only, Biohazardous

! Emergency Use Only (this is a HemaTrax specific code)

Table 21: Donation Type Intended Use Codes

Expiration Month Codes (Codabar)The following table defines the expiration month codes used with Codabar labels:

Month Code Calendar Month Month Code Calendar Month

JAN January JUL July

FEB February AUG August

MAR March SEP September

APR April OCT October

MAY May NOV November

JUN June DEC December

Table 22: Codabar Expiration Month Codes

235

HemaTrax® Client User GuideMessage Codes

ICCBBA Intended Use Attribute CodesThe following table defines the Intended Use Attribute codes used in the HemaTrax Unity product database records:

ICCBBA IntendedUse Attribute Code Intended Use Description

A2 For manufacture of injectable product

A3 For manufacture of noninjectable product

A4 Not for transfusion nor manufacture

A5 For manufacture of noninjectable product, restricted use

A6 For manufacture of noninjectable product, restricted use

Table 23: Intended Use Attribute Codes

Kell Test CodesThe table below lists the test codes associated with the Kell phenotype test results:

TestCode

KellTest Result

0 No Test

1 -

2 +

Table 24: Kell Test Codes

Label Form CodesThe table below lists the label form codes used to indicate the label forms loaded in a printer:

LabelForm Code Label Form Description

0 No form loaded in the printer

1 Facility Name & Address label (2" x 0.75")

2 ISBT ABO-Rh, Date & Time, Product label (2" x 2")

3 Facility / Product label (2" x 3.25")

4 Intended Recipient Information (2.5" x 1")

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HemaTrax® Client User GuideMessage Codes

LabelForm Code Label Form Description

5 ABO-Rh / Date, Product / Date (4" x 2")

6 Full Face label (4" x 4")

7 Donor Wallet ID Card (3.375" x 2.125")

8 Unit ID Set (?" x ?")

9 Codabar ABO-Rh (1.75" x 3")

10 Codabar Product (2.3" x 1")

11 Codabar Expiration Date(/Time) label (1.75" x 0.4")

12 ISBT Cross Match label (4" x 2.5")

13 Patient ID Wristband (?" x?")

Table 25: Label Form Codes

Miltenberger Test CodesThe table below lists the test codes associated with the Miltenberger test results:

TestCode

MiltenbergerTest Result

0 No Test

1 -

2 +

Table 26: Miltenberger Test Codes

Printer Model CodesThe following table defines the codes assigned to the printer models used in printer port definitions:

Printer ModelCode Printer Model Description

0 None specified

1 SATO America model M8450

2 SATO America model CL412, CL412e

3 Zebra Technologies

Table 27: Printer Model Codes

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HemaTrax® Client User GuideMessage Codes

Product Life Unit CodesThe following table lists the character codes used to indicate the unit of time measure used to define shelf lives of blood products:

Time Code Time Description

D Days

H Hours

Y Years

Table 28: Product Life Codes

Required Date CodesThe following table defines the required date codes which are used to indicate where the collection or expiration date or both the collection and expiration date is required for a product:

RequiredDate Code Required Date Description

0 None specified

1 Collection Date Required

2 Expiration Date Required

3 Collection and Expiration Date Required

Table 29: Required Date Codes

238

HemaTrax® Client User GuideMessage Codes

Unknown Content/Volume CodesThe following table lists and defines each of the unknown content and volume codes. These codes precede the each of the values sent when printing a product label quadrant. These values are only known at label print time and so cannot be predetermined in the product label database.

Code Unknown Content/Volume Description

0 No unknown value

1 Original draw volume in mLs

2 Unit volume or split volume in mLs

3 Anticoagulant volume in mLs

4 Hydroxyethyl Starch (HES) volume in mEq

5 Number of units in pooled product

6 Anticoagulant abbreviation (CPD, CPDA-1, etc.)

7 Additive solution volume in mLs

8 Added plasma volume in mLs

9 Hematocrit percent

A Plasma ABO-Rh text ( A Pos, A Neg, etc. )

Table 30: Unknown Content & Volume Codes

239

HemaTrax® Client User GuideAbbreviations

AbbreviationsThe following table lists the abbreviations used throughout this guide and their descriptions.

Abbreviation Description

AABB American Association of Blood Banks

ABC American Blood Commission

ABO Blood group

ATAG Americas Technical Advisory Group

DIN Donation Identification Number

FDA United States Food and Drug Administration

ICCBBA International Council for Commonality in Blood Banking Automation

ISBT International Society for Blood Transfusion

Table 31: Table of Abbreviations

240

HemaTrax® Client User GuideAbbreviations

241

Index

Alphabetical IndexAABB.....................................................................................................................................................252Abbreviations.........................................................................................................................................252ABC.......................................................................................................................................................252ABO.......................................................................................................................................................252ABO-Rh.............................................................................................................................................25, 34ABO-Rh Window.....................................................................................................................................25Activate Button......................................................................................................................................132Activating a User...................................................................................................................................129Activity Log Report...............................................................................................................................189Add a New User.....................................................................................................................................128Adding a Licensed Product for a Facility................................................................................................86Adding a Product to the Qwik-Pik List..................................................................................................114Adding New Facility................................................................................................................................81Adding/Updating a Printer Port...............................................................................................................94Additional Information..........................................................................................................................107Additional Labels Check Boxes.............................................................................................................124Additive Solution.....................................................................................................................42, 102, 106Administrator Security Level.................................................................................................................130Anti-C/Anti-c Results..............................................................................................................................35Anti-E/Anti-e Results...............................................................................................................................36Anti-Kell Results......................................................................................................................................35Anticoagulant...................................................................................................................................42, 102ATAG.....................................................................................................................................................252Attributes................................................................................................................................................106Baud Rate.................................................................................................................................................96Blood Group/Rh Factor............................................................................................................................34Blood Type.............................................................................................................................................134build number..............................................................................................................................................1Calendar Date Selector Dialog..............................................................................50, 135, 142p., 154, 169Cancel Button.........................................................................................................................................132Check Boxes...........................................................................................................................................115Check Digit..............................................................................................................................................30Clear.........................................................................................................................................................22Clear Quadrants........................................................................................................................................22Client Application Window......................................................................................................................18Client Menu Bar.......................................................................................................................................18Client Window, Left Control Panel..........................................................................................................19Client Window, Right Panel.....................................................................................................................23Client/Master..............................................................................................................................................5Client/Master Server..................................................................................................................................8Client/Slave................................................................................................................................................5Client/Slave Server....................................................................................................................................8Codabar ABO-Rh Label.........................................................................................................................133

242

Index

Codabar Autologous Label.....................................................................................................................141Codabar Donation ID Set Label.............................................................................................................149Codabar Expiration Date and Time Label..............................................................................................153Codabar Labels Check Boxes................................................................................................................124Codabar Product Label...........................................................................................................................159Collection / Expiration Date..................................................................................................................106Collection Date and Time.....................................................................................................................30p.Collection Date Calendar Dialog.............................................................................................................31Collection Facility..............................................................................................................................24, 28Collection Year.........................................................................................................................................29COM CRC................................................................................................................................................96communications cyclic redundancy check...............................................................................................96Connection Failure...................................................................................................................................11Custom Label.........................................................................................................................................187Custom Security Level...........................................................................................................................130Custom User Settings.............................................................................................................................119Database Report.....................................................................................................................................195Database Synchronization........................................................................................................................13Date Selector............................................................................................................................................30Deactivating a User................................................................................................................................129Deleting a Printer Port..............................................................................................................................94Deleting or Updating an Existing Facility...............................................................................................81Deleting Products from the Qwik-Pik List.............................................................................................116Deleting Selected Products from the Qwik-Pik List..............................................................................116DIN.........................................................................................................................................................252Direct Product Code Entry...............................................................................................................86, 114Disable Button........................................................................................................................................131Div 1.........................................................................................................................................................21Div 2.........................................................................................................................................................21Divided Unit.............................................................................................................................................20Donation ID............................................................................................................................................149Donation Identification Number........................................................................................................24, 28Dotted IP Printer Address.........................................................................................................................95Draw Volume....................................................................................................................................42, 103Drop-Down Selection Boxes..................................................................................................................115Edit Security Levels...............................................................................................................................131Erythrocyte Antigen Selection Grid......................................................................................................65p.Expiration Date................................................................................................................................50, 134Expiration Date & Time...........................................................................................................................27Expiration Date and Time................................................................................................................48, 153Expiration Date and Time Controls.........................................................................................................50Expiration Time........................................................................................................................51, 135, 142Facility City State & Zip..........................................................................................................................84Facility does not exist..............................................................................................................................28Facility Identification Number.................................................................................................................28

243

Index

Facility Information.....................................................................................................................55, 77, 80Facility Information Maintenance............................................................................................................77Facility Maintenance................................................................................................................................31Facility Maintenance Window Controls...................................................................................................82Facility Name...........................................................................................................................................83Facility World Code...........................................................................................................................55, 82FDA........................................................................................................................................................252FDA license number.................................................................................................................................54FDA registration number.........................................................................................................................54Find Facility....................................................................................................................................31p., 55Find Product.............................................................................................................................................38Find Product ............................................................................................................................................49Find Product Window..............................................................................................................................26First Name..............................................................................................................................................129Flag Characters........................................................................................................................................29Hardware Requirements.............................................................................................................................3HemaTrax Client........................................................................................................................................1HemaTrax Print Server...............................................................................................................................1HLA/Antigen selection box.....................................................................................................................60Holder City State & Zip...........................................................................................................................84ICCBBA.................................................................................................................................................252Include Check Digit.................................................................................................................................30Installation..................................................................................................................................................5Instruction Label....................................................................................................................................163Intended Recipient Label.......................................................................................................................167Intended Use....................................................................................................................................34, 106Irradiated..........................................................................................................................................43, 104ISBT.......................................................................................................................................................252ISBT-128 Labels....................................................................................................................................121ISBT-128 Labels Panel...........................................................................................................................122Label Audit Report.................................................................................................................................215Label Form...............................................................................................................................................96Label Text (With Bar Code).....................................................................................................................92Label Text (Without Bar Code)................................................................................................................92Last Name..............................................................................................................................................130License Holder Name...............................................................................................................................84License Number.................................................................................................................................55, 83Licensed Product by Facility....................................................................................................................77Licensed Products by Facility..................................................................................................................85Licensed Products by Facility Maintenance............................................................................................78Log in warning dialog......................................................................................................................17, 240Log Out..................................................................................................................................................239Log-In.........................................................................................................................................................7Log-In Failure............................................................................................................................................9Log-In Time Out......................................................................................................................................15

244

Index

Maintenance.............................................................................................................................................77Maintenance Menu Check Boxes...........................................................................................................123Manufacturing Caution....................................................................................................................43, 103manufacturing intended use...................................................................................................................103Menu Items............................................................................................................................................121Menu Items Panel...................................................................................................................................123Middle Initial..........................................................................................................................................130Miltenberger (Mi III) Results...................................................................................................................36NCode Item Selection..............................................................................................................................92NCode List...............................................................................................................................................78NCode List Maintenance....................................................................................................................78, 91Number of Labels.....................................................................................................................................21Offsets (X, Y)...........................................................................................................................................96Offsets Panel............................................................................................................................................21Options...................................................................................................................................................235Password......................................................................................................................................8, 16, 240Password Lease Timeout..........................................................................................................................10Patient Wristband...................................................................................................................................185Period.....................................................................................................................................................107Phenotype Information.............................................................................................................................34Platelet HLA............................................................................................................................................53Platelet Specific Antigens........................................................................................................................59Platelet-Specific Antigens........................................................................................................................53Port Information.......................................................................................................................................97port number................................................................................................................................................9Port Number.............................................................................................................................................94Preview...................................................................................................................................................110Print..........................................................................................................................................................22Printer Address.........................................................................................................................................95Printer Description...................................................................................................................................95Printer Model...........................................................................................................................................95Printer Port Configuration..................................................................................................................78, 93Printer Port Configuration Controls.........................................................................................................94Printer Port Configuration Maintenance..................................................................................................78Processing Facility Information...............................................................................................................54Processing Facility Information panel.....................................................................................................54Processing Legend...................................................................................................................................55Product Category..............................................................................................................................41, 101Product Code......................................................................................................................................39, 49Product Code Entry................................................................................................................................100Product Code Search Panel....................................................................................................................115Product Description................................................................................................................................105Product Find.............................................................................................................................................48Product Label.........................................................................................................................................159Product Label Information.....................................................................................................................104

245

Index

Product Maintenance..........................................................................................................................78, 99Product Maintenance Selection................................................................................................................78Product Maintenance Window Button Controls....................................................................................109Product Modifier......................................................................................................................42, 102, 105Product Name.........................................................................................................................................105Product Search Attributes.......................................................................................................................101Prompt #.................................................................................................................................................108Prompt for Unknown Intended Use on Scan.........................................................................................236QI Quadrant..............................................................................................................................................24QII - ABO-Rh...........................................................................................................................................34QII Quadrant............................................................................................................................................25QIII Quadrant...........................................................................................................................................26QIV Quadrant...........................................................................................................................................27Quad III (Product) Click Brings Up QwikPik List................................................................................235Qwik-Pik List...........................................................................................................................................45Qwik-Pik Product List......................................................................................................................78, 113Qwik-Pik Product List Maintenance........................................................................................................78Red Blood Cell Antigen...........................................................................................................................64Red Blood Cell Antigens.......................................................................................................................52p.Red Blood Cell Antigens window............................................................................................................63Registration Number................................................................................................................................82Removing a Licensed Product for a Facility............................................................................................88Removing Selected Products from the Licensed List..............................................................................89Report Preview.......................................................................................................................................228Reports Check Boxes.............................................................................................................................125Scan Mode................................................................................................................................................20Scanning Options...................................................................................................................................236Search.......................................................................................................................................................88Search and Select Product Entry............................................................................................................115Search Button.........................................................................................................................................115Search For Product.................................................................................................................................100Searched Products............................................................................................................................88, 116Security Level........................................................................................................................................130Security Level / Custom User Name......................................................................................................120Security Level Defaults....................................................................................................................78, 119Security Level Maintenance.....................................................................................................................78Security Levels.......................................................................................................................................121Select Label..............................................................................................................................................20Select Printer............................................................................................................................................20Selecting a Facility...................................................................................................................................86Selecting a Licensed Product...................................................................................................................86Selecting Licensed Products....................................................................................................................88Selecting Qwik-Pik List Items for Deletion...........................................................................................116Selecting the Facility................................................................................................................................88Selection of Searched Products........................................................................................................88, 116

246

Index

Serial Number..........................................................................................................................................29Serial Printer Address...............................................................................................................................95Server IP Address.......................................................................................................................................8Server Port Number...................................................................................................................................9Server Synchronization............................................................................................................................13Set Button.................................................................................................................................................21Software Release........................................................................................................................................1Software Requirements..............................................................................................................................4Special Testing - General.........................................................................................................................56Special Testing Controls...........................................................................................................................51Special Testing Message (No Bar Code)..................................................................................................53Special Testing: General...........................................................................................................................51Special Testing: Platelet HLA..................................................................................................................59Special Testing: Platelet HLA and Platelet Specific Antigens.................................................................53Special Testing: Platelet HLA and Platelet-Specific Antigens.................................................................53Special Testing: Red Blood Cell Antigens.........................................................................................52, 63Standalone...............................................................................................................................................5p.Storage Temperature........................................................................................................................42, 103Supervisor Security Level......................................................................................................................131Synchronization Completion....................................................................................................................13synchronization process...........................................................................................................................13System Opened................................................................................................................................43, 104Table of Abbreviations...........................................................................................................................252Test Selection Box....................................................................................................................................60Time Out Window....................................................................................................................................15Time Selector...........................................................................................................................................31Unique ID...............................................................................................................................................130Unit.........................................................................................................................................................107Unit ID Set Label...................................................................................................................................175Unity...........................................................................................................................................................1Unknown Intended Use Resolved on Product Code Scan.....................................................................237Unknown Volumes and Measures..........................................................................................................107Update an Existing User........................................................................................................................128User Display Control.............................................................................................................................131User ID.................................................................................................................................7, 16, 129, 240User Maintenance...................................................................................................................................127User Maintenance Controls....................................................................................................................129User Password........................................................................................................................................129User Security Level................................................................................................................................131Users String Grid...................................................................................................................................131Verification Report.................................................................................................................................222Volume or Measure Request Prompt......................................................................................................109Volume Type..........................................................................................................................................108Wallet ID Card.......................................................................................................................................179X Offset....................................................................................................................................................21

247

Index

Y Offset....................................................................................................................................................21 ...............................................................................................................................................................237< High Value..........................................................................................................................................109>= Low Value.........................................................................................................................................109

248

Index

249

Index

Illustration IndexIllustration 1: HemaTrax Unity Log-In window........................................................................................7Illustration 2: Log-In Failure Dialog..........................................................................................................9Illustration 3: Change Password window displayed when the password lease time period expires........10Illustration 4: Password reuse error dialog...............................................................................................11Illustration 5: Password too short error dialog.........................................................................................11Illustration 6: Connection Failure Dialog.................................................................................................11Illustration 7: Database Synchronization Dialog.....................................................................................13Illustration 8: Log In Time Out Window (Running asStandalone)..........................................................15Illustration 9: Log In Time Out Window (Running as Master or Slave).................................................16Illustration 10: Log in warning dialog window.......................................................................................17Illustration 11: HemaTrax Client Window...............................................................................................18Illustration 12: HemaTrax Client title bar and menu bar.........................................................................19Illustration 13: HemaTrax Client, Left Control Panel..............................................................................19Illustration 14: HemaTrax Client, Four Quadrant Display Panel.............................................................23Illustration 15: DIN and Collection Facility Entry Window....................................................................24Illustration 16: ABO-Rh Window............................................................................................................25Illustration 17: Find Product Window......................................................................................................26Illustration 18: QIV - Expiration Date & Time, Test and Secondary Facility.........................................27Illustration 19: "Donation Identification Number and Collection Facility" Window..............................28Illustration 20: "Facility does not exist" dialog........................................................................................28Illustration 21: "The Serial Number must be 6 digits long." dialog.........................................................29Illustration 22: Collection Date Calendar Dialog.....................................................................................31Illustration 23: "Find Facility" Window...................................................................................................32Illustration 24: Completed QI Example...................................................................................................32Illustration 25: "ABO-Rh" window.........................................................................................................34Illustration 26: Find Product Window......................................................................................................38Illustration 27: Direct ICCBBA Product Selection..................................................................................39Illustration 28: Can't find referenced product code error dialog box.......................................................40Illustration 29: Product Intended Use Selection Box...............................................................................40Illustration 30: Search based on product characteristics..........................................................................41Illustration 31: No match on supplied key information dialog box.........................................................44Illustration 32: Search for licensed products by facility only..................................................................44Illustration 33: "Qwik-Pik" Window........................................................................................................45Illustration 34: "Find Product" window control buttons..........................................................................46Illustration 35: QIII Product Information Display...................................................................................47Illustration 36: Expiration Date and Time Window.................................................................................48Illustration 37: QIV - Find Product controls............................................................................................49Illustration 38: Find Product window.......................................................................................................49Illustration 39: Expiration Date and Expiration Time Controls...............................................................50Illustration 40: Calendar Date Selector Dialog........................................................................................50Illustration 41: Special Testing Buttons...................................................................................................51Illustration 42: N Code Qwik Pik (Special Testing: General) Window...................................................52

250

Index

Illustration 43: Special Testing: Red Blood Cell Antigens (012).............................................................52Illustration 44: Special Testing: Red Blood Cell Antigens (012).............................................................52Illustration 45: Special Testing: Platelet HLA and Platelet-Specific Antigens (014)..............................53Illustration 46: Special Test Message (No Bar Code) Window...............................................................54Illustration 47: Processing Facility Information panel.............................................................................54Illustration 48: QIV Expiration Date Information Display......................................................................56Illustration 49: N Code Qwik Pik Window..............................................................................................57Illustration 50: Special Testing: Platelet HLA and Platelet Specific Antigens window...........................59Illustration 51: Test Selection Box...........................................................................................................60Illustration 52: HPA-1A Column Highlighted.........................................................................................61Illustration 53: Special Testing: Red Blood Cell Antigens window.........................................................63Illustration 54: K and k Test Selection Box.............................................................................................64Illustration 55: "K" Column Highlighted.................................................................................................65Illustration 56: Erythrocyte Antigen Selection Grid................................................................................66Illustration 57: HemaTrax Client, left panel............................................................................................67Illustration 58: Select Label selection box...............................................................................................68Illustration 59: Select Printer selection box.............................................................................................68Illustration 60: ERR 069 Port number... dialog........................................................................................70Illustration 61: X and Y offset dialog.......................................................................................................70Illustration 62: ISBT 128 A POSITIVE ABO-Rh label...........................................................................71Illustration 63: ISBT 128 Product label...................................................................................................72Illustration 64: Expiration Date & Time label example...........................................................................73Illustration 65: ABO-Rh & Expiration Date and Time label example.....................................................74Illustration 66: Product & Expiration Date and Time label example.......................................................75Illustration 67: Full Face label example...................................................................................................76Illustration 68: HemaTrax Client menu bar.............................................................................................77Illustration 69: Maintenance drop-down menu........................................................................................77Illustration 70: Facility Information maintenance selection....................................................................80Illustration 71: Facility Maintenance window.........................................................................................80Illustration 72: Facility selected for update or delete...............................................................................81Illustration 73: Licensed Products by Facility maintenance selection.....................................................85Illustration 74: Licensed Products by Facility window...........................................................................85Illustration 75: Can't find referenced product code error dialog box.......................................................86Illustration 76: "Select facility first" warning dialog box........................................................................87Illustration 77: NCode Edit maintenance selection..................................................................................91Illustration 78: NCodes Edit maintenance window.................................................................................91Illustration 79: Printer Port Configuration maintenance selection...........................................................93Illustration 80: Print Port Configuration maintenance window...............................................................93Illustration 81: Product Maintenance maintenance selection...................................................................99Illustration 82: Product Maintenance window.........................................................................................99Illustration 83: Can't find reference product code dialog box................................................................100Illustration 84: Product Search Attributes for ICCBBA product E5086................................................101Illustration 85: Product Label Information for ICCBBA product E5086..............................................105Illustration 86: Unknown Volumes and Measures for ICCBBA product E5086...................................108Illustration 87: Preview window for E5086...........................................................................................110

251

Index

Illustration 88: Qwik-Pik Maintenance maintenance selection..............................................................113Illustration 89: Qwik-Pik Maintenance window....................................................................................114Illustration 90: Can't find referenced product code error dialog box.....................................................115Illustration 91: Qwik-Pik list has been saved dialog box.......................................................................117Illustration 92: Security Level Defaults and Custom User Settings maintenance selection..................119Illustration 93: Security Level Defaults and Custom User Settings maintenance window...................120Illustration 94: Security Level/Custom User Name selection box.........................................................120Illustration 95: Supervisor Security Level default settings....................................................................122Illustration 96: User Maintenance maintenance selection.....................................................................127Illustration 97: User Maintenance window............................................................................................127Illustration 98: User added information dialog......................................................................................128Illustration 99: User updated information dialog...................................................................................128Illustration 100: Codabar Labels - ABO-Rh label selection..................................................................133Illustration 101: Codabar ABO-Rh Label window................................................................................133Illustration 102: Calendar Date Selector Dialog....................................................................................135Illustration 103: Codabar ABO-Rh label...............................................................................................138Illustration 104: Codabar - Autologous selection..................................................................................141Illustration 105: Codabar Autologous window......................................................................................141Illustration 106: Calendar Date Selector Dialog....................................................................................142Illustration 107: Calendar Date Selector Dialog....................................................................................143Illustration 108: Date Format selector....................................................................................................144Illustration 109: Date Format Help window..........................................................................................144Illustration 110: Codabar Autologus Label Example.............................................................................148Illustration 111: Codabar Donation ID menu selection..........................................................................149Illustration 112: Codabar Donation ID Label window...........................................................................149Illustration 113: Codabar Donation ID Set Example.............................................................................151Illustration 114: Codabar Expiration Date and Time menu selection....................................................153Illustration 115: Codabar Expiration Date window...............................................................................153Illustration 116: Calendar Date Selector Dialog....................................................................................154Illustration 117: Date Format Help window..........................................................................................155Illustration 118: Codabar Expiration Date and Time label example......................................................157Illustration 119: Codabar Product Label menu selection.......................................................................159Illustration 120: Codabar Product Label window..................................................................................159Illustration 121: Codabar Product label example...................................................................................161Illustration 122: Instruction Label selection..........................................................................................163Illustration 123: Instruction Label window............................................................................................163Illustration 124: 2 by 2 inch Instruction label example..........................................................................165Illustration 125: Intended Recipient selection........................................................................................167Illustration 126: Intended Recipient Information window.....................................................................168Illustration 127: Calendar Date Selector Dialog....................................................................................169Illustration 128: Date Format Help window..........................................................................................170Illustration 129: Intended Recipient Information label example...........................................................173Illustration 130: Unit ID Set label selection...........................................................................................175Illustration 131: Unit ID Set Label window...........................................................................................175Illustration 132: ISBT 128 DIN label example......................................................................................178

252

Index

Illustration 133: Wallet ID Card selection..............................................................................................179Illustration 134: Wallet ID Card window...............................................................................................180Illustration 135: Donor Wallet Card example........................................................................................184Illustration 136: Patient Wristband selection.........................................................................................185Illustration 137: Patient Wristband window...........................................................................................185Illustration 138: Custom label selection.................................................................................................187Illustration 139: Custom Label window.................................................................................................187Illustration 140: Activity Log Report selection......................................................................................189Illustration 141: Reports -- Activity Log window..................................................................................189Illustration 142: Reports -- Activity Log display...................................................................................190Illustration 143: Reports -- Activity Log -- Report Preview..................................................................191Illustration 144: Reports -- Activity Log -- Report Page 1 example......................................................192Illustration 145: Reports -- Activity Log -- Report -- Last page showing key.......................................193Illustration 146: Database Report selection...........................................................................................195Illustration 147: Database Reports window...........................................................................................195Illustration 148: Database Reports -- Alternate Product Codes.............................................................197Illustration 149: Alternate Product Codes Report Preview....................................................................199Illustration 150: Database Reports -- Alternate Product Codes Report example...................................200Illustration 151: Database Reports -- Facility Information window......................................................201Illustration 152: Report Preview -- Facility Information.......................................................................202Illustration 153: Database Reports -- Facility Information Report........................................................202Illustration 154: Database Reports -- Licensed Products window.........................................................203Illustration 155: Database Reports -- Licensed Products displayed.......................................................205Illustration 156: Report Preview -- Licensed Product Report................................................................206Illustration 157: Database Report -- Licensed Product Report..............................................................206Illustration 158: Database Reports -- NCode List window....................................................................207Illustration 159: Database Reports -- NCode List displayed.................................................................209Illustration 160: Report Preview -- NCode List.....................................................................................210Illustration 161: Database Reports -- Product Codes window...............................................................211Illustration 162: Database Reports -- Product Codes display................................................................212Illustration 163: Report Preview -- Product Codes................................................................................213Illustration 164: Database Report -- Product Codes..............................................................................214Illustration 165: Label Audit report selection........................................................................................215Illustration 166: Label Audit Reports window.......................................................................................216Illustration 167: Reports -- Label Audit display....................................................................................218Illustration 168: Reports -- Label Audit -- Report Preview...................................................................219Illustration 169: Reports -- Label Audit -- ABO-Rh Audit report..........................................................220Illustration 170: Label Verification report selection..............................................................................222Illustration 171: Verification window....................................................................................................223Illustration 172: Verification window showing scanned data................................................................224Illustration 173: Report Preview window..............................................................................................225Illustration 174: After report preview dialog.........................................................................................226Illustration 175: Example Verification Report.......................................................................................227Illustration 176: Report Preview window..............................................................................................228Illustration 177: Report Preview Open File dialog................................................................................229

253

Index

Illustration 178: Report Preview Save File dialog.................................................................................230Illustration 179: Report Preview - Printer Output Options dialog.........................................................231Illustration 180: Report Preview - Print Setup dialog............................................................................232Illustration 181: Go to Page dialog........................................................................................................233Illustration 182: HemaTrax Client menu bar.........................................................................................235Illustration 183: Options selection.........................................................................................................235Illustration 184: HemaTrax Client menu bar.........................................................................................236Illustration 185: Scanning Options drop-down menu............................................................................236Illustration 186: Volunteer Allogeneic Donation...................................................................................237Illustration 187: Volunteer Research Donation......................................................................................237Illustration 188: Volunteer Therapeutic Collection................................................................................237Illustration 189: Intended Use prompt...................................................................................................237Illustration 190: Volunteer Allogeneic Donation...................................................................................238Illustration 191: Volunteer Research Donation......................................................................................238Illustration 192: Volunteer Therapeutic Collection................................................................................238Illustration 193: Log In Window (Running asStandalone)....................................................................239Illustration 194: Log In Window (Running as Master or Slave)............................................................239Illustration 195: Log in warning dialog window...................................................................................240

254

Index

Index of TablesTable 1: Draw Volumes..........................................................................................................................103Table 2: Manufacturing Intended Use (Manufacturing Caution)...........................................................104Table 3: Expiration Units.......................................................................................................................107Table 4: Volume Types...........................................................................................................................109Table 5: Security Levels.........................................................................................................................121Table 6: ISBT-128 Labels......................................................................................................................123Table 7: Maintenance Check Boxes.......................................................................................................123Table 8: Additional Labels Check Boxes...............................................................................................124Table 9: Codabar Labels Check Boxes..................................................................................................124Table 10: Reports Check Boxes.............................................................................................................125Table 11: Security Levels.......................................................................................................................130Table 12: Codabar ABO-Rh Selections..................................................................................................134Table 13: Expiration Date bar code formats..........................................................................................136Table 14: Blood Product positions on the Intended Recipient label......................................................171Table 15: Intended Recipient Label with a Donation Type of "None Specified"..................................172Table 16: Database Report selections....................................................................................................196Table 17: Label Type / Report Selection................................................................................................217Table 18: ABO-Rh/Blood Type (ISBT) Codes......................................................................................244Table 19: Anti-C, Anti-c Test Codes......................................................................................................244Table 20: Anti-E, Anti-e Test Codes.......................................................................................................245Table 21: Donation Type Intended Use Codes.......................................................................................246Table 22: Codabar Expiration Month Codes..........................................................................................246Table 23: Intended Use Attribute Codes................................................................................................247Table 24: Kell Test Codes......................................................................................................................247Table 25: Label Form Codes..................................................................................................................248Table 26: Miltenberger Test Codes........................................................................................................248Table 27: Printer Model Codes..............................................................................................................249Table 28: Product Life Codes.................................................................................................................249Table 29: Required Date Codes..............................................................................................................249Table 30: Unknown Content & Volume Codes......................................................................................250Table 31: Table of Abbreviations...........................................................................................................252

255