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Your interactive report

User Guide Version 1

https://portal.lgcstandards.com

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Contents

1. First time users

2. The PT process

3. Logging into PORTAL

4. Your PT calendar

5. Managing users

6. Managing analytes and methodology

7. Submitting your results

8. Your interactive PT report

9. Download your report as a PDF

10. Export data to Excel

11. Monitoring trends

12. Analyst competency

13. Accessing your PT schedule

14. Contact us

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First time users

As a first time user you are required to create an account on PORTAL. To do this you will need your Lab

ID number (specific to the scheme you have purchased) plus the email address of the main laboratory

contact registered with us.

These details will be emailed to you when your samples are despatched. You will also find them located

on the list of contents sent with the samples.

To register your account:

1. Go to https://portal.lgcstandards.com and click ‘Create Account’

2. Complete the registration form

Only a single user account can be created using the main laboratory contact details. Once

logged in further accounts can be created for anyone you wish to give access to.

https://portal.lgcstandards.com/

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All users receive ‘Administrator’

Choose any username but we recommend using your email address

The password must be a minimum of 8 characters long with 1 uppercase letter, 1 number

and 1 special character (i.e. !#@&)

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The PT process

PORTAL sits at the core of the PT process and is your gateway to improving laboratory performance, an

online hub for results submissions, report downloads, data export and trend analysis – anytime,

anywhere.

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Logging into PORTAL

With our un-paralleled breadth of PT schemes you may have multiple Lab ID numbers but logging into

PORTAL is simple.

To login to your account:

1. Enter any one of your Lab ID’s

2. Enter your username

3. Enter your password

4. Click ‘Remember Me’ if you want these details to be retained

5. Click ‘Login’

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Your PT event calendar

Your PT event calendar is displayed after logging in. It provides you with a overview of PT activity in the

current month and provides quick access to despatch details, such as tracking details for your samples

and sample preparation instructions, as well as simple access to results entry and reports.

To use the calendar:

1. Click an event

Green = Despatch Notification

Red = Result Entry Deadline

Blue = Report Notification

2. Links are now shown to actions relevant to the event.

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Managing users

PORTAL provides multi-user, permission controlled access to your PT schemes so you can provide

access to any member of your team.

To create a new user:

1. Click ‘Lab Management’ from the top menu bar

2. Click ‘Manage Users’

If you are unable to see this then your account only has analyst permission and you

should contact your main laboratory contact.

3. Click ‘+ Add User’

4. Complete the add user form

Analyst reference can be up to 4 characters and will be displayed next to this analyst

results in your individual report

The password must be a minimum of 8 characters long with 1 uppercase letter, 1 number

and 1 special character (i.e. !#@&)

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5. Click ‘Save Changes’ to add the new user

New users will automatically receive permission to all PT schemes in your lab

Permissions can be customised after the user has been created

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Managing users

For any user you can edit details, modify permissions, copy a permission set from one user to another,

or disable a user.

This all controlled from the ‘Manage Users’ tab within ‘Lab Management’

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Managing analytes and methodology

Screening and method profiles allow you easily manage the analytes and methods used by your

laboratory. Here you can add/edit/modify screening and method profiles at any time during your

participation. Please note you can also access this information directly from the result entry screen.

To update your screening profile:

1. Click ‘Lab Management’ from the top menu bar

2. Click ‘Manage Analytes’

3. Choose a scheme and sample

4. Tick the analytes you wish to return results for or click ‘Select All’ to automatically tick all analytes

To add a new method profile:

1. Any analytes without a method profile will show a red methods buttons, any with a method profile

will show a green methods button. Click the relevant methods button to add/edit/delete a method

profile

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2. Click new to register a new method profile

3. Enter a reference for your method and then choose from the method options available

Method data requested will vary dependant on the scheme and analyte

You may be asked to supply any of the following

i. Primary Method

ii. Secondary Method

iii. Instrument

iv. Kit Code

v. Slope

vi. Intercept

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4. If you want this method to be available from a certain round or only available for a certain period

of time you can set a valid from and valid to round. These values are optional and if they are not

set this method profile will always be valid.

5. Once completed click ‘Save’ then ‘Close’. This method will now be present on your result entry

screen.

To edit an existing method profile:

Please note method profiles cannot be updated if results have been submitted during an open round. A

new method profile should be created and then the method profile selected for your result should be

switched to the new method profile.

1. From the manage analytes screen, click the methods button next to the relevant analyte

2. Choose one of your existing method profiles

3. Update the method details as required

4. Click ‘Save’ and ‘Close’

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Submitting your results

All of our PT schemes allow multiple results submissions as standard, this provides you with opportunity

to compare results between methods, instruments, analysts or any combination of them.

Typically our schemes allow up to 3 nominated results (1 per method profile) and a further 10 un-

nominated results (with no restriction on method profile). The result you nominate will be used to

generate our assigned value and this should represent the result you would submit for any routine

sample processsed by your laboratory. Un-nominated results will be assessed against the assigned

value and will receive a performance score in your individual report. See the FAQ in the help section of

PORTAL for further details.

You result entry screen will be customised to display a single result field for each analyte \ method you

have created a profile for. You can then easily add additional row as required and these will be retained

for future submissions.

To submit your results:

1. Click ‘Submit Results’ from the top menu bar

2. Click the round that you wish to submit results for

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3. Your results entry screen for the entire round will now be load. This is a single page showing all

samples you have ordered, analytes you are screening and method profiles you have registered.

4. If do not see the sample you have ordered listed please contact us

Navigating the result entry screen:

Result entry key points:

Results can be entered at any time during the round

You may modify your results any time during the round

Once results are saved you will receive a result confirmation

If you cannot supply a quantiative value for a quantitative analyte please supply your limit of

quantification (detection) value as <# where # is the limit value

Only analytes with a result present will be validated and saved. If you do not wish to supply a

result you can leave the row blank or remove the analyte from the screen by clicking

‘Add/Remove Analytes’

Analyte, Methods and Unit (where applicable) are mandatory fields when a result is supplied. All

other fields are optional.

Choose a

sample to

quickly

navigate to it

Click to

add/remove

analytes

from the

screen

Enter an analysis date for the sample

and it will cascade to each analyte

Click to print or

save your results

Click to import a default qualitative

result to each analyte then modify

only those that differ

Select an

analyst or

select ‘Lab

Result’

Click to

add or

change a

method

profile

Enter or

select

your

result

Enter your

standard

measurement

uncertainty

profile

Set the

nominated

status

Supply any

comments

you like

Samples with

no analytes

have an

incomplete

screening

profile; click

‘Add/Remove’

analytes to

complete.

Expand or

collapse sample

Click to add an

additional result

for this analyte

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Your interactive report

The interactive report is the simplest way to navigate through your PT report, assess your current

performance against your peers and assess the compentency of your laboratory, methods and analysts.

The report starts with a high level summary of your performance in a chosen round, which you can drill

down through for more detailed analysis and quickly navigate to older reports using the interactive data

points on our performance trend charts.

To view your interactive report:

1. Click ‘Reports’ from the top menu bar

2. Choose the round you wish to view by clicking ‘View Report’

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3. The report summary is now presented

Click to view details associated with the report

Initial assessment summary for you lab. Hover over each tile to see specific

analytes that are included in the count

Summary of assessments by analyst

Click any tile to view a summary of your

results and associated statistics

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4. Click any of the summary tiles to drill into a summarised view of your results, assessment and

associated statistics

5. After drilling into an analyte you will now see the analyte view. Use the collapse \ expand icons to

show or hide the different sections of the report.

Click the analyte name to drill into view further

statistics, all participant results, histograms,

performance trends and methodology summaries

Expand or Collapse samples to simplify your view

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Results

submitted by

your

laboratory

Results

submitted

by all

laboratories

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All statistics related

to your assessment

of this analyte

Histogram indicating

the spread of data

from all laboratories

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Your last 12 round

performance by

round and by

assigned value Click any data point

to view the analyte

view of the report for

that round

Interact with the chart

by pinch and

zooming in to specific

areas or

hiding/showing series

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View a complete

summary of all

methodology reported

in the round

Interact with the chart by

zooming into specific areas

or hiding/showing series

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Download your report as a PDF

Our reports are available to download in four formats:

Main report

The definitive version of the PT report. This report shows the results from all samples in the

scheme and provides you with access to the entire participant dataset.

Individual report

A concise view of your laboratories results in the round.

Analyte report

A page-per-analyte report for the chosen round. You will find your nominated results, statistics,

histograms and performance trend charts across the last 12 rounds.

Performance trend report

Your last 12 rounds of results displayed graphically in a single report.

To download your reports:

1. Load your interactive report by clicking the ‘Reports’ menu and then choosing the round required.

2. Click ‘Download as PDF’

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Export your data to Excel

The data contained within your indiviudal report can be exported to CSV. This can be done for a single

round or a range of rounds.

To export your data

1. Load your interactive report by clicking the ‘Reports’ menu and then choosing the round required.

2. Click ‘Export to Excel

3. Enter a range of rounds that you want to be included in the export

’

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Monitoring trends

Use our interactive trend analysis charts to monitor long term performance over the last 6, 12, 18, 24,30

and 36 rounds.

Easily compare the results of each analyst on a single chart and quickly access reports by clicking on

any data point on the chart.

To generate a trend chart:

1. Click ‘Trend Analysis’ from the top menu bar

2. Click ‘Performance trend by time’

Enter the chart

parameters

Choose a specific analyst or all analysts Click to build the trend chart

Save the chart as an

image

Click a data point to load the

respective report

Switch x axis from

Round to Assigned

Value

Generate the chart for

the next analyte in the

sample

Click a series to hide it

from the chart

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Analyst competency

Use our interactive trend analysis charts to assess the competency of your analysts. Graphically assess

the % of satisfactory, questionable or unsatisfactory assessments achieved by each analyst over your

entire PT participation or for a specifc analyte and round.

To generate your analyst competency chart:

1. Click ‘Trend Analysis’ from the top menu bar

2. Choose ‘Competency Summary’

Enter the chart parameters

Click to build the trend chart

Click a series to hide it

from the chart

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Accessing your PT schedule

Quickly generate a schedule of your PT participation during the year with the ‘My Schedule’ area of

PORTAL.

To generate your PT schedule:

1. Click ‘My Schedule’

2. Pick a scheme and year

Generate a certificate of participation

Export the despatch and

deadline dates to Outlook

Print your schedule

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Contact us

If you require any further assistance do not hesitate to contact us:

LGC Standards Proficiency Testing

1 Chamberhall Business Park

Chamberhall Green

Bury

BL9 0AP

United Kingdom

Telephone: +44 (0)161 762 2500

Fax: +44 (0)161 762 2501

Email: [email protected]

your interactive report - lgcstandards-assets.s3-eu-west-1 ... · 2. complete the registration form...

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