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Eq As User Guide

EQAS user Guide by Biorad
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0% found this document useful (0 votes)
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Eq As User Guide

EQAS user Guide by Biorad
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 135

Bio-Rad Laboratories EXTERNAL QUALITY ASSURANCE SERVICES

EQAS® Program User Guide


Version 2.0
Contents

Chapter 1: Introduction and Overview........................................................... 1


Welcome to the EQAS Program........................................................................ 2
Introduction...................................................................................................... 3
Aims................................................................................................................. 4
Objective.......................................................................................................... 4
Bio‑Rad Quality Policy...................................................................................... 5
EQAS Program Details...................................................................................... 5
EQAS Programs Available.......................................................................... 5
EQAS Services Provided................................................................................... 6
Participation as a Subgroup.............................................................................. 7
Terms and Conditions....................................................................................... 7
Customer Complaint Procedure........................................................................ 7
Replacement Policy.......................................................................................... 8
Customer Satisfaction Survey........................................................................... 8
EQAS Steering Committee............................................................................... 8
Confidentiality................................................................................................... 8
EQAS Performance Criteria............................................................................... 9
Quantitative Programs................................................................................ 9
Qualitative Programs.................................................................................. 9
Responsibilities of EQAS Participants............................................................. 10
Conditions for Publication............................................................................... 11
Program Accreditation.................................................................................... 11
Program Accreditation.............................................................................. 11
The American Association for Laboratory Accreditation (A2LA)................. 11
Monitoring of Laboratories.............................................................................. 12
National Quality Assurance Advisory Panel (UK Labs)............................... 12
Monitoring of non‑UK laboratories............................................................ 12

Chapter 2: EQAS Contact Information........................................................ 13


Customer Support.......................................................................................... 13
Orders and Order Inquiries.............................................................................. 14
EQAS Online................................................................................................... 14
EQAS Mobile.................................................................................................. 14

Chapter 3: Getting Started........................................................................... 15


Overview........................................................................................................ 15
Order Your EQAS Program............................................................................. 16
EQAS Enrollment............................................................................................ 17

EQAS Program User Guide i


Order Form.............................................................................................. 17
Send the Order Form to Bio‑Rad.............................................................. 19
Lab Number................................................................................................... 20
Specimen Package......................................................................................... 20
Verify the Contents of the Specimen Package.......................................... 21
Assaying the Samples.................................................................................... 21

Chapter 4: Submit Your EQAS Results........................................................ 22


Overview........................................................................................................ 22
Unreportable Results (UR) Codes................................................................... 23
Sample Due Date........................................................................................... 23
Late and Amended Results............................................................................. 24
Late Results............................................................................................. 24
Amended Results..................................................................................... 24
Send Your Results.......................................................................................... 24
Certificate of Achievement.............................................................................. 25
How to Qualify for a Certificate................................................................. 25

Chapter 5: EQAS Reports............................................................................ 26


Overview........................................................................................................ 26
Sample Report (Quantitative and Qualitative Programs)............................ 27
Quality Specification Report (Quantitative Programs Only)........................ 27
Quality Specification Subgroup Report (Quantitative Programs Only)........ 27
End‑of‑Cycle Report (Quantitative Programs Only)................................... 27
Method Summary Report (Quantitative Programs Only)............................ 28
Subgroup Report (Quantitative and Qualitative Programs)........................ 28
Sample Report (Quantitative).......................................................................... 28
Sample Report (Quantitative): Coversheet................................................ 29
Sample Report (Quantitative): Configuration Report.................................. 31
Sample Report (Quantitative): Sample Summary Report........................... 33
Sample Report (Quantitative): Analyte Report........................................... 35
Uni‑modal Distributions (All Results)................................................... 37
Multi‑modal Distributions................................................................... 37
Sample Report (Quantitative): Data on File Report.................................... 41
Sample Report (Quantitative): Certificate of Registration........................... 43
Sample Report (Qualitative)............................................................................. 44
Sample Report (Qualitative): Coversheet................................................... 45
Sample Report (Qualitative): Configuration Report.................................... 47
Sample Report (Qualitative): Sample Summary Report............................. 49
Sample Report (Qualitative): Analyte Report............................................. 51

EQAS Program User Guide ii


Peer Qualitative Sample Report: Analyte Report................................ 52
How is consensus calculated?........................................................... 54
Consensus Algorithm......................................................................... 54
Examples........................................................................................... 54
Peer-Method-All Results Qualitative Sample Report: Analyte Report.. 58
How is consensus calculated?........................................................... 60
Examples........................................................................................... 60
Sample Report (Qualitative): Data on File Report...................................... 64
Sample Report (Qualitative): Certificate of Registration............................. 66
Quality Specification Report (Quantitative)....................................................... 67
Create a Quality Specification Report....................................................... 67
Interpret the Quality Specification Report.................................................. 68
Quality Specification Report Examples..................................................... 69
Example: Percentage Specification.................................................... 69
Example: Absolute specification based on concentration................... 69
Example: No Quality Specification Available....................................... 70
Example: Failed Analyte..................................................................... 70
Example: Late and Amended Flags for Results.................................. 70
Quality Specification Subgroup Report (Quantitative)...................................... 71
How to Access Quality Specification Subgroup Reports........................... 71
Quality Specification Subgroup Report Example....................................... 71
End‑of‑Cycle Report (Quantitative).................................................................. 73
End‑of‑Cycle Report (Quantitative): Coversheet........................................ 73
End‑of‑Cycle Report (Quantitative): Cycle Data on File Report.................. 75
End‑of‑Cycle Report (Quantitative): Analyte Summary Report................... 77
Uni‑modal Distributions (All Results)................................................... 82
Multi‑modal Distributions................................................................... 82
End‑of‑Cycle Report (Quantitative): Mean Z‑score Report........................ 84
End-of-Cycle Report (Quantitative): Certificate of
Acceptable Performance.......................................................................... 87
Method Summary Report (Quantitative).......................................................... 88
Method Summary Report (Quantitative): Coversheet................................ 88
Method Summary Report (Quantitative): Analyte Pages............................ 89
Subgroup Report (Quantitative)....................................................................... 90
Template 1............................................................................................... 91
Template 2............................................................................................... 91
Subgroup Report (Qualitative)......................................................................... 92

Chapter 6: How to Interpret Quantitative EQAS Reports........................... 93


How to Interpret the Sample Report............................................................... 93
Review the Coversheet ............................................................................ 93

EQAS Program User Guide iii


Review the Configuration Report.............................................................. 94
Review the Sample Summary Report....................................................... 95
Review the Analyte Report ...................................................................... 95
Review the Histograms...................................................................... 96
Review the Z‑score Trend Charts....................................................... 97
Review the Data on File Report................................................................ 98
How to Interpret the End‑of‑Cycle Report....................................................... 99
Review the Coversheet............................................................................. 99
Review the Cycle Data on File Report..................................................... 100
Review the Analyte Summary Report..................................................... 101
How to Use the Method Summary Report.................................................... 102
How to Use the Subgroup Report................................................................. 102
How to Use the Quality Specification Subgroup Report................................ 102

Chapter 7: How to Interpret Qualitative EQAS Reports............................ 103


How to Interpret the Peer Qualitative Sample Report.................................... 104
Review the Coversheet .......................................................................... 104
Review the Configuration Report............................................................ 105
Review the Sample Summary Report..................................................... 106
Review the Peer Qualitative Sample Report ........................................... 106
Review the Data on File Report.............................................................. 107
How to Interpret the Peer-Method-All Results Qualitative Sample Report...... 108
Review the Coversheet........................................................................... 108
Review the Configuration Report............................................................ 110
Review the Sample Summary Report..................................................... 110
Review the Peer-Method-All Results Qualitative Sample Report............. 111
Review the Data on File Report.............................................................. 112

Chapter 8: Statistics and Algorithms Used in


EQAS Reports............................................................................................. 113
Statistics Used in the Sample Report............................................................ 113
Statistics Used in the End‑of‑Cycle Report................................................... 116
Method Summary and Subgroup Report Statistics....................................... 118

Chapter 9: Frequently Asked Questions.................................................... 119

Chapter 10: Glossary.................................................................................. 122

EQAS Program User Guide iv


chapter 1

Introduction and Overview

In This Chapter
Welcome to the EQAS Program.............................................................................................................. 2
Introduction............................................................................................................................................. 3
Aims........................................................................................................................................................ 4
Objective................................................................................................................................................. 4
Bio‑Rad Quality Policy............................................................................................................................. 5
EQAS Program Details............................................................................................................................. 5
EQAS Services Provided......................................................................................................................... 6
Participation as a Subgroup..................................................................................................................... 7
Terms and Conditions.............................................................................................................................. 7
Customer Complaint Procedure.............................................................................................................. 7
Replacement Policy................................................................................................................................. 8
Customer Satisfaction Survey.................................................................................................................. 8
EQAS Steering Committee...................................................................................................................... 8
Confidentiality.......................................................................................................................................... 8
EQAS Performance Criteria..................................................................................................................... 9
Responsibilities of EQAS Participants.................................................................................................... 10
Conditions for Publication...................................................................................................................... 11
Program Accreditation........................................................................................................................... 11
Monitoring of Laboratories..................................................................................................................... 12

EQAS Program User Guide 1


Chapter 1: Introduction and Overview

Welcome to the EQAS Program


Welcome to the Bio‑Rad External Quality Assurance Services (EQAS) Program. We are pleased you
have selected us as your laboratory’s trusted provider of external quality assessment. We know that you
value participating in a fully accredited program such as ours, as it ensures the high quality of product
and services you receive. The Bio‑Rad EQAS Program is open to all types of laboratories worldwide
that desire to assess the performance of their test systems with peers on an international scale. Your
EQAS reports will provide you with valuable feedback on the quality improvement processes you have
implemented in your laboratory. We are proud to join you in your effort to continually meet the needs of
those you serve, by generating and reporting high quality test results.

This User Guide provides information to help you achieve the full benefit of the Bio‑Rad EQAS Program.
Please review the information in this guide along with the information contained in the insert of each
specimen package you receive. As the worldwide leading provider of quality solutions for the clinical
laboratory, Bio‑Rad is pleased to partner with your laboratory through the EQAS Program to meet your
regulatory requirements and advance the quality of patient care. If you require assistance in interpreting
your performance in EQAS, need additional information on the EQAS Program, or have general
questions on improving quality in your laboratory, Bio‑Rad can offer expert assistance and advice.
Please contact your local Bio‑Rad representative or email us directly at eqas@bio‑rad.com. We are
happy to have the opportunity to serve you.

EQAS Program User Guide 2


Chapter 1: Introduction and Overview

Introduction
External quality assessment (EQA) programs, such as Bio‑Rad EQAS, are accepted around the world as
valuable tools for laboratories to assess the performance of their test systems. Participant results from
blind samples (unknown analyte concentration) are compared objectively to other laboratories using the
same methodologies, instruments, and reagents. When used with daily quality control (QC) procedures,
Bio‑Rad EQAS Programs give laboratories additional confidence in their reported patient test results.

All Bio‑Rad EQAS Programs are developed and maintained under a compliant and comprehensive
quality management system. The EQAS Programs are independently accredited, providing participants
with confidence and assurance of high quality programs supported by human based samples of
measured stability and homogeneity. EQAS Online and EQAS Mobile should be used to submit
your laboratory’s EQAS results. In most cases a single shipment is made of all samples required in a
program cycle. Program cycles extend for a predefined period of one year with samples typically tested
every month. Your laboratory receives a report for each sample that provides you with an individual
performance analysis of your submitted results. For quantitative programs, statistical processes from
ISO 13528, “Statistical methods for use in proficiency testing by interlaboratory comparisons,” are used
to calculate a robust estimate of the consensus mean and standard deviation, which are used to assess
acceptable performance. The twelve samples comprising one cycle are typically replicates from four
unique batches. At the end of each quantitative program cycle, each participating laboratory is provided
a report that summarizes overall performance in the cycle and provides statistics for each batch. Your
individual laboratory performance over the entire cycle is then compared to other laboratories in the
program in terms of bias for all analytes reported. By submitting a required amount of acceptable data
throughout a program cycle, your laboratory can earn a Certificate of Achievement, awarded at the end
of a cycle.

EQAS Program User Guide 3


Chapter 1: Introduction and Overview

Aims
The Bio‑Rad EQAS Program aims to provide:

• An easy to use and comprehensive external quality assessment service that meets the needs of
participants.

• Professional technical advice and information.

• Clear statistical reports in a consistent and timely manner.

• High quality, human based samples.

• Detailed method differentiation.

• Samples with varied analyte levels to cover the areas of clinical significance.

• Method performance analyses for method evaluations.

• Efficient and reliable customer support.

• Specialized electronic reports for common interest groups.

• Accredited programs to provide participants confidence in quality assurance.

Objective
External quality assessment (EQA) programs have been used by laboratories for over half a century to
maintain and demonstrate analytical quality. The object of EQA is to improve and maintain analytical
interlaboratory agreement. As patients and clinicians move from one area or hospital to another, it is
important that there is good analytical agreement between laboratories. Your laboratory can help ensure
this by participating in external quality assessment and taking appropriate actions when your results do
not meet acceptable performance.

Bio‑Rad EQAS Programs are accredited, unbiased, international EQA schemes with participants in
over 109 countries. It is our objective to assist laboratories worldwide to achieve high standards and
confidence in the results they produce for the clinicians and patients they serve. The need for quality
and confidence in analytical performance is paramount as an aid in the diagnosis of medical conditions.
Additionally, national regulations and international standards applicable to the clinical laboratory require
participation in an EQA scheme from a recognized provider, such as Bio‑Rad.

EQAS Program User Guide 4


Chapter 1: Introduction and Overview

Bio‑Rad Quality Policy


Bio-Rad Laboratories is a company with a global network of operations that support the complete
lifecycle of innovative products and solutions for the life science research and clinical diagnostic markets.
Bio-Rad is committed to:

• Developing, manufacturing, and supplying high-quality products and services that advance scientific
discovery and improve global healthcare.

• Fostering long-lasting customer relationships based on understanding and meeting their


requirements, responding to feeback, and providing exceptional support.

• Conducting business ethically while complying with applicable industry, statutory, and regulatory
requirements.

• Implementing risk-based process approaches that sustrain effective global business operations with
internal and external partners.

• Dedicating adequate resources including competent employees, infrastructure, and work


environments needed to meet our organization’s objectives.

• Monitoring, continually improving, and maintaining effectiveness of the Quality Management System.

The Quality Policy is integral to our success as a strategic market leader and partner to our customers.
We achieve this policy through application of Bio-Rad’s Guiding Principles and Core Values: Innovation,
Involvement, Independence, and Integrity.

EQAS Program Details


Bio‑Rad EQAS offers comprehensive external quality assessment programs for clinical chemistry
(serum and urine), ethanol/ammonia, lipids, therapeutic drug monitoring, immunoassay, immunology,
hematology, coagulation, cardiac assessment, hemoglobin, blood gas, infectious disease, and blood
bank testing. The product insert provides a complete list of the current analytes/parameters associated
with each EQAS Program. Program information is also easily accessible on our website at
www.bio‑rad.com/eqas.

EQAS Programs Available


• EQAS Blood Gas Program
A monthly program for reporting routine blood gas, electrolytes, glucose, lactate, and magnesium.

• EQAS Blood Typing Program


A comprehensive program for clinical lab, blood bank and transfusion center testing.

• EQAS Cardiac Markers Program


A comprehensive cardiac assessment monthly program.

• EQAS Clinical Chemistry (Monthly) Program


A monthly serum chemistry program with general chemistries and thyroid tests.

EQAS Program User Guide 5


Chapter 1: Introduction and Overview

• EQAS Coagulation Program


A monthly program for reporting basic coagulation parameters.

• EQAS Ethanol/Ammonia Program


A monthly program for reporting ethanol and ammonia.

• EQAS Hematology Program


A monthly program for basic hematology parameters.

• EQAS Hemoglobin Program


A monthly program for Hemoglobin A1c and A2.

• EQAS HIV/Hepatitis Program


A comprehensive monthly program suitable for serological testing used to detect key HIV and
Hepatitis viral antibodies and antigens.

• EQAS Immunoassay (Monthly) Program


A comprehensive monthly program covering the most commonly tested immunoassay analytes
including endocrinology, thyroid function, oncology, and therapeutic drugs.

• EQAS Lipids Program


A monthly program for reporting routine analytes for lipids analysis.

• EQAS Serum Proteins Program


A monthly program for serum proteins.

• EQAS Syphilis Program


A monthly program suitable for serological tests detecting treponemal and non-treponemal
antibodies.

• EQAS Therapeutic Drug Monitoring Program


A monthly program for therapeutic drugs in human serum.

• EQAS ToRCH/EBV/MuMz Program


A comprehensive monthly program suitable for serological tests used to detect pediatric diseases
and congenital infections.

• EQAS Urinalysis Program


A monthly program for manual and automated dipstick analysis.

• EQAS Urine Chemistry Program


A comprehensive, matrix‑appropriate, monthly program for basic and specialty urine chemistry
analytes.

EQAS Services Provided


In addition to the regular services provided through the EQAS Program, Bio‑Rad offers all participants
value added services. A Method Summary Report is available at the end of most program cycles.
Laboratories find this report helpful in evaluating methods under consideration for future use. The

EQAS Program User Guide 6


Chapter 1: Introduction and Overview

leader of a common interest group can receive a special Subgroup Report for the regular monitoring of
individual laboratory performance. Evaluations against alternative acceptable performance limits can be
monitored through monthly Quality Specification Reports.

Bio‑Rad can assist oversight bodies with the monitoring of laboratories under their guidance.
Participants that require assistance in interpreting their EQAS reports or in troubleshooting their
performance can request professional assistance from our staff of experts. Also available from Bio‑Rad
are educational materials regarding quality control practices and laboratory accreditation to ISO 15189.
Contact your local Bio‑Rad office or representative for additional information.

Participation as a Subgroup
Laboratories with a common interest may elect to participate as a subgroup. An elected subgroup leader
is identified and can either be a participating laboratory or a member of an independent oversight body.
The subgroup leader receives an electronic Subgroup or Quality Specification Subgroup Report for
each program sample. These reports provide a summary of individual laboratory results against Bio-Rad
and/or an alternate selection of quality specifications for all members in the subgroup. The reports are
provided as a Microsoft® Excel® spreadsheet allowing for the easy transfer of information to a database
for long term storage and performance monitoring. The reports are available to the subgroup leader on
the Bio‑Rad QCNet™ website (www.QCNet.com).

`` Note: A laboratory can only be added to the subgroup with the authorization of that laboratory. It
is assumed that such authorization is valid until specifically canceled. Contact your local Bio‑Rad
office or representative for more information about how to set up a subgroup or to add or remove a
laboratory from a subgroup.

Terms and Conditions


Terms and conditions for the purchase of any EQAS Program are provided locally. Contact the Bio‑Rad
office or the representative nearest you for information. If your laboratory is unaware of this, contact
Bio‑Rad through the corporate website at www.bio‑rad.com.

Customer Complaint Procedure


If there is a concern with any aspect of your participation in the EQAS Program, you are encouraged to
contact your local Bio‑Rad office or representative so that immediate action can be taken. Concerns
related to the program, results submitted, EQAS reports, EQAS Online, EQAS Mobile, Certificate of
Registration, Certificate of Participation, or Certificate of Achievement may also be sent to eqas@bio‑rad.
com. See Chapter 2, “EQAS Contact Information” for more information.

EQAS Program User Guide 7


Chapter 1: Introduction and Overview

Replacement Policy
Bio‑Rad offers a replacement sample in instances where there was damage or any other identified
deficiency to the package. Replacements are also available if you make an error in reconstitution or
handling of samples (subject to available inventory). Contact your local Bio‑Rad office or representative
to request replacement.

Customer Satisfaction Survey


Bio‑Rad EQAS Programs are participant responsive. Participants are invited to appraise the programs
and services offered through a regular survey of customer satisfaction. This survey is used by Bio‑Rad
to continually assess if the needs of participants are being met, and to identify opportunities to improve
the program’s quality and information delivery. Bio‑Rad EQAS works to provide services and programs
that customers value. In addition to the customer satisfaction survey, there are forums and workshops,
and an email address (eqas@bio‑rad.com) is available for customer input on the programs, services, and
support received. We look forward to hearing from you.

EQAS Steering Committee


The Bio‑Rad EQAS Program receives guidance and oversight from a Steering Committee. The
EQAS Steering Committee is comprised of experts in their profession who advise on technical policy,
program operations, program introduction, modification, and obsolescence. Analytes within a program
and the target values desired are determined and agreed on by the Committee and Bio‑Rad, as the
manufacturer of the test specimens for program participants. The Steering Committee acts on the
behalf of EQAS Program participants to ensure the programs offer continued appropriateness and value.
Additional information on the individual Steering Committee members can be accessed on the EQAS
section of www.QCNet.com.

Confidentiality
Bio‑Rad maintains a high respect for participant confidentiality. This includes confidentiality of
participation, results, and outcomes. To protect the identity of a participant, each laboratory is identified
by a unique laboratory code known only to Bio‑Rad and the participant. Participants in a common
subgroup agree to have their information shared with the identified subgroup leader. Bio‑Rad EQAS will
not release participant details without prior written consent of the participant, unless required to do so by
regulation.

For UK laboratories, confidentiality of individual participant’s results and performance data is maintained
in accordance with the Joint Working Group for Quality Assurance Conditions of Participation.

EQAS Program User Guide 8


Chapter 1: Introduction and Overview

EQAS Performance Criteria

Quantitative Programs
Individual laboratory performance is displayed in each laboratory specific Sample Report. Acceptable
performance in this global program is identified as falling within 2 Z‑score from your comparator mean.
Results outside ± 2 Z‑score are highlighted in the “Exceptions” section of the Sample Report. Care
should be taken when evaluating your comparison at the Method or Mode/All Results comparator, as
your instrument/reagent can have a bias from others included in a “grouped” comparator. Ensure that
results highlighted as exceptions are investigated and the reason for each deviation determined. Please
see “Sample Report (Quantitative): Coversheet” on page 29 and “Exceptions” on page 30 for
details about exceptions. Results outside ± 3.0 Z‑score are also noted in the “Exceptions” section of
the Sample Report. These results require your immediate attention for determination of root cause with
corrective measures implemented where appropriate.

Your laboratory may follow local or national guidance with respect to acceptable performance in an EQA
program. Examine your reports carefully in cases where local guidance differs from that stated above, as
additional follow up action may be necessary.

Qualitative Programs
Individual laboratory performance is displayed in each laboratory specific Sample Report. Acceptable
performance in this global program is identified as reporting Within Consensus from your comparator
(see Chapter 5, “EQAS Reports” for detailed infomation on Consensus calculations). Results Outside
Consensus are highlighted in the “Exceptions” section of the Sample Report. Make sure that results
highlighted as exceptions are investigated and the reason for the deviation determined. See “Sample
Report (Qualitative): Coversheet” on page 45 and “Exceptions” on page 46 for more information.
Results outside Consensus require immediate attention for determination of the root cause. Use
Reference values if available to evaluate the results.

In instances of ‘No Consensus,’ with no available reference or expected response, you are encouraged
to compare your results to other instrument responses displayed in the right hand column of the analyte
report.

Your laboratory may follow local or national guidance with respect to acceptable performance in an EQA
program. Examine your reports carefully in cases where local guidance differs from that stated above, as
additional follow up action may be necessary.

EQAS Program User Guide 9


Chapter 1: Introduction and Overview

Responsibilities of EQAS Participants


• Allow sufficient time for delivery of the specimen package by placing your order approximately ten
weeks prior to the start of a cycle.

• Inspect the specimen package on receipt and store it according to instructions in the package
insert. Contact Bio‑Rad immediately if there is a deficiency identified in the specimen package or
with individual samples.

• Ensure accuracy of all your test configurations (analyte, method, instrument/kit, reagent, and unit)
through EQAS Online or EQAS Mobile. If your configurations are incorrect, your data will be placed
in the wrong peer groups, providing your laboratory with an incorrect comparison of your results.
Please refer to the EQAS Online User Guide for more information on configuring your tests (http://
www.qcnet.com/tabid/7300/Default.aspx).

• Handle and test the EQAS specimen as you would a routine patient sample following the normal
procedures used in your laboratory. This is the only way an objective comparison of your result can
be made.

• Submit results for each specimen prior to the Sample Due Date. Late data will be processed but will
be flagged as late in your reports.

• Fully review each EQAS report to ensure the results reflected are as you submitted them. Errors are
made during the submission process from time to time. Submit any corrections to a sample result
before the next sample close or before the cycle close.

• Thoroughly review your Sample Report to identify opportunities to improve performance, especially
those results shown in the “Exceptions” section.

• Review the “EQAS News” section on all reports received and routinely check for any program-
specific messages in the EQAS Online “Home” screen. Bio‑Rad uses these as tools to communicate
upcoming deadlines, changes, and other important or useful information. Please ensure that your
EQAS Online email address remains current to receive similar information quickly and easily. Please
refer to the EQAS Online User Guide for instructions. Link to User Guide:
http://www.qcnet.com/Portals/0/PDFs/EQAS%20Online%20User%20Guide.pdf

• Implement and assess the effectiveness of any corrective measure taken in response to poor
performance.

• Communicate any EQAS related problems or difficulties to your local Bio‑Rad office or
representative. Bio‑Rad personnel are trained to assist you for problems such as configuration
issues, performance concerns, reports not being received, etc. Please note that the EQAS Programs
have definitive deadlines required of external quality assessment or proficiency testing. A delay in
contacting Bio‑Rad may result in you not receiving the full benefit of the program.

EQAS Program User Guide 10


Chapter 1: Introduction and Overview

Conditions for Publication


Bio‑Rad believes it is in the best interests of participants that the general publication of information
derived from the EQAS Program should be subject to reasonable control. Participants agree to comply
with the Bio‑Rad Conditions of Publication set out below.

Staff of a participating laboratory agrees to maintain in strict confidence and not to publish or otherwise
disclose to any third party any information supplied to them by Bio‑Rad without first obtaining the
consent in writing of the EQAS organizers. This restriction applies to all publications, including
commercial and promotional literature.

It is understood that:

a) Such consent is not required for disclosure in confidence to colleagues with whom they are working
for their personal scientific interest.

b) Bio‑Rad will not use information gained by the operation of the EQAS Program for any purpose other
than the compilation of confidential reports for participants, the provision of assay values for batches
of material, or the publication of pooled data of general scientific interest, except for subgroup
and/or accreditation reports.

Program Accreditation

Program Accreditation
The Bio‑Rad EQAS Programs are accredited to help meet the regulatory needs of today’s clinical
laboratories. Accreditation is a process by which an organization gains recognition that its activities
and processes have a guaranteed high quality. It involves an external audit by an independent and
recognized body to an appropriate standard. By declaring a defined standard of practice and having it
independently confirmed, accredited programs, such as Bio‑Rad EQAS, are able to attain a hallmark
of performance and offer reassurance to their participants of their competence as a provider, and in the
high quality of products and services offered.

The American Association for Laboratory Accreditation (A2LA)


Bio‑Rad EQAS Programs are fully accredited by the American Association for Laboratory Accreditation
(A2LA), a non‑profit, non‑governmental public service, membership society. A2LA is governed by
a Board of Directors and obtains technical guidance from a number of technical committees. A2LA
inspectors are trained assessors who are technical experts in their fields. Accreditation decisions are
made by the Accreditation Council.

The Bio‑Rad EQAS Program is accredited to the recognized International Standard ISO/IEC 17043:2010
Conformity assessment‑General requirements for proficiency testing. Additional information on the
accrediting body, A2LA, can be found on their website at www.a2la.org.

EQAS Program User Guide 11


Chapter 1: Introduction and Overview

Monitoring of Laboratories

National Quality Assurance Advisory Panel (UK Labs)


The National Quality Assurance Advisory Panel (NQAAP) retains responsibility for monitoring performance
of UK participants in the public and private sectors that perform medical testing for the detection,
diagnosis or management of disease in humans.

The Bio‑Rad EQAS policy for implementing the NQAAP guidance is to follow a series of steps designed
to assist laboratories in effectively addressing performance issues. A consultation procedure is initiated
when necessary.

Laboratory performance is assessed by:

a) The consistent and timely return of results. Data must be submitted for a minimum of 75% of
samples within a cycle (9 of 12). Laboratories are expected to submit results by the Sample Due
Date. Exceptions may be made where assays are carried out for clinical trials and regular reporting is
not applicable.

b) Satisfactory analysis, as judged from the data. Results that fall consistently outside ± 2 Z‑score from
the comparator mean, or are outside the consensus, usually indicates an analysis problem. The
consultation procedure will be initiated for any laboratory submitting three results outside
± 2 Z‑score, or is outside the consensus, in any four consecutive samples. Discretion is used in
assessing results where the mean of comparison contains results from more than one method.

Non‑analytical errors (for example, transcription errors), amended results, and inconsistent results (such
as several different analytes outside ± 2 Z‑score or consensus at each sample) are also monitored.
The consultation procedure is used where the frequency or clinical consequences of such results gives
reason for concern.

If, after all avenues of consultation have been exhausted and there is no apparent improvement of
performance, such performance issues are referred to the Bio‑Rad EQAS Steering Committee and then,
as a last resort to the NQAAP. Information concerning the actions and procedures of the NQAAP in
relation to laboratories referred, is available from the NQAAP.

Additional details are available from Bio‑Rad on request.

Monitoring of non‑UK laboratories


Bio‑Rad EQAS can provide special reports to laboratory oversight and accrediting bodies to aid in
their auditing of laboratory services. In countries where participation and performance in this scheme
can be used for laboratory accreditation purposes, Bio‑Rad will provide all relevant information to
participating laboratories and divulge laboratory results to the accrediting body. Contact Bio‑Rad for
more information.

EQAS Program User Guide 12


chapter 2

EQAS Contact Information

In This Chapter
Customer Support................................................................................................................................. 13
Orders and Order Inquiries..................................................................................................................... 14
EQAS Online......................................................................................................................................... 14
EQAS Mobile......................................................................................................................................... 14

Customer Support
The EQAS Customer Support staff provides advice, information, and assistance with troubleshooting
your EQAS results. The trained staff members are fully capable to assist you in all aspects of our external
quality assessment program.

Use the contact information in this section if you have questions, comments, or concerns regarding any
aspect of your EQAS Programs.

Important: Make sure you include your EQAS lab number on all correspondence to Bio‑Rad.

Telephone: 1‑949‑598‑1200 (Worldwide), Extension 7101

1‑800‑854‑6737 (U.S. and Canada only), Option #1


Hours of direct 6:00 AM – 5:00 PM (Pacific Time)
coverage:
Email: General Inquiries: eqas@bio‑rad.com
For enrollment, configuration, data entry, method changes, certificates,
subgroups and EQAS reports.
Technical Support: eqas_support@bio‑rad.com
For Method Guide content and revision, data analysis, report
interpretation and troubleshooting, mode assignment, EQAS Online,
EQAS Mobile, monitoring of laboratories, and manufacturer assistance.
For customers outside of the United States, contact your local Bio‑Rad office or representative.

EQAS Program User Guide 13


Chapter 2: EQAS Contact Information

Orders and Order Inquiries


Contact your local Bio‑Rad office or representative to order your EQAS Program or for any questions
about the status of your order. If you are unable to contact your local Bio‑Rad representative directly,
submit your inquiry through email to eqas@bio‑rad.com.

EQAS Online
Bio‑Rad offers an EQAS Online reporting option that allows you to submit and maintain test
configurations and results. Visit www.QCNet.com, contact your local Bio‑Rad representative, or send an
email to eqas@bio‑rad.com for more information.

EQAS Mobile
The EQAS Online reporting option is also available for quantitative programs on most smartphones.
Please follow the EQAS Online setup procedure on www.QCNet.com before accessing the mobile
application.

EQAS Program User Guide 14


chapter 3

Getting Started

In This Chapter
Overview............................................................................................................................................... 15
Order Your EQAS Program.................................................................................................................... 16
EQAS Enrollment................................................................................................................................... 17
Lab Number.......................................................................................................................................... 20
Specimen Package............................................................................................................................... 20
Assaying the Samples........................................................................................................................... 21

Overview
Bio‑Rad EQAS Programs run in twelve‑month cycles. Each cycle typically consists of twelve numbered
samples. For convenience, all samples for the entire cycle are provided at the same time. The twelve
samples comprising a cycle are derived as replicates from four unique batches.

`` Note: The liquid hematology and blood typing samples are provided in multiple shipments of three
samples each.

Samples are tested every month. Registered results received at Bio‑Rad by 20.00 Greenwich Mean Time
(GMT) on the Sample Due Date are included in the statistical analysis. All submitted quantitative program
results for an analyte are grouped according to comparators (peer, method, and mode/all results) and a
robust statistical analysis based on ISO 13528 is performed. Qualitative program results are determined
to be either within, outside, or show no consensus. Consensus is reached when at least 80% of
comparator responses are the same.

`` Note: Three blood typing samples are tested every four months for a total of 9 samples per
year-long cycle.

EQAS Program User Guide 15


Chapter 3: Getting Started

Within three to five working days of statistical analysis, a laboratory‑specific performance report is
generated for each participant. These reports are easy to interpret and include graphical representations
of your performance. Reports are available electronically through the secure Bio‑Rad www.QCNet.com
website. Should you require paper copies, please contact your Bio‑Rad representative.

At the end of each quantitative program cycle, a detailed End‑of‑Cycle Report is generated for each
participant. This report consists of batched peer group statistics (with the exception of the EQAS
Hematology Program), linear regression analyses, and an assessment of bias (Z‑score) for each
analyte reported on. Each participant is given a national and international ranking based on their overall
performance.

A Certificate of Achievement is provided to those participants who successfully complete the program
cycle with a minimum of 9 reported samples within ± 3.0 Z‑score or consensus for at least one analyte.
Additionally, a Certificate of Acceptable Performance is provided with each End of Cycle report listing all
analytes which passed the program criteria.

Order Your EQAS Program


Contact your local Bio‑Rad office or representative to order any of the Bio‑Rad EQAS Programs. Your
Bio‑Rad representative will provide you with program and pricing information, a listing of the available
analytes, catalog numbers, and cycle schedules. Terms and conditions for your order will be provided by
your local Bio‑Rad office or representative.

Orders should be submitted approximately ten weeks prior to the start of a new program cycle. Orders
placed after this are accepted, but are subject to inventory availability. If you enroll in an ongoing program
cycle, you are encouraged to test and submit results for all samples that have passed their specific
Sample Due Dates.

EQAS Program User Guide 16


Chapter 3: Getting Started

EQAS Enrollment
Your laboratory must enroll to begin participation in an EQAS Program. Your local Bio‑Rad office or
representative will provide you with an Order Form and issue you a unique laboratory number.

If you are an existing Bio‑Rad EQAS participant and want to add a new program, you can access an
Order Form online at http://www.qcnet.com/Portals/0/PDFs/EQAS_order_form_EN.pdf and enroll with
your Bio‑Rad laboratory number.

Order Form
Complete each section of the Order Form. See the following pages for more information.

• Report Preferences (this page)

• EQAS Program Selection (this page)

• Laboratory Contact Information (page 18)

• Primary Contact Information (page 18)

• Subgroup Information (if applicable; page 19)

1 Report Preferences

• Select your language preference for your EQAS reports.

2 EQAS Program Selection

Select one or more EQAS Programs. You are encouraged to enroll in all programs applicable to
meet your annual EQA requirements.

EQAS Program User Guide 17


Chapter 3: Getting Started

3 Laboratory Contact Information

`` Note: The fields in this section are restricted to 40 characters, including spaces between words.

• Complete all information in this section.

• Enter your laboratory number, if known. If you are a new customer and have not received your
laboratory number from your local Bio‑Rad representative, please leave this blank. Bio‑Rad will
assign you a specific laboratory number on receipt of the completed Order Form.

4 Primary Contact Information

Enter the contact information for the person who will be responsible for managing the selected
EQAS Program. You can have a different contact person for the same lab number in a different
EQAS Program, but not for the same program. For example, if your laboratory number is 123456
and you are enrolled in both the Clinical Chemistry and the Hemoglobin programs, you can have a
different person manage each program. Make sure you complete the contact information for one
EQAS Program only if multiple programs will not be managed by the same person.

EQAS Program User Guide 18


Chapter 3: Getting Started

5 Subgroup Information (if applicable)

If your laboratory is affiliated with a subgroup, select the “Yes” check box and provide the
subgroup name and number (if known). By indicating your participation in a subgroup you agree to
have your individual laboratory’s performance shared with the designated leader of the subgroup.

Send the Order Form to Bio‑Rad


After you complete the Order Form, return it to Bio‑Rad for processing. Instructions for returning the
form are included on the last page of the form.

EQAS Program User Guide 19


Chapter 3: Getting Started

Lab Number
New participants are assigned a laboratory specific number when they enroll in a Bio‑Rad EQAS
Program. Your lab number is used for all EQAS Programs your laboratory registers for and will be
retained through successive cycles. Your lab number is printed on your EQAS reports and your
Certificate of Achievement.

A single EQAS lab number allows you to report on multiple instruments within a program, even for the
same analyte. However, if your laboratory wants to report a test (analyte or parameter) on the same
instrument (make and model), Bio‑Rad must issue a separate lab number to you. Contact your local
Bio‑Rad office or representative for assistance.

Important: Make sure you include your EQAS lab number on all correspondence to Bio‑Rad.

Specimen Package
Important: Make sure you read the package insert included in the specimen package. The
package insert includes information on the proper storage, handling, and reconstitution (if
applicable) of the samples, and describes any limitations in the time you may perform selected
tests.

You will receive a specimen package for each program cycle you enroll in and submit an order for. The
specimen package contains all the samples to be tested in one EQAS cycle. The specimen package
consists of the following items:

• Twelve (12) vials of freeze‑dried serum, urine, or human whole blood (see note below).

• Preparation of select samples are subcontracted to qualified suppliers. The specimen package,
sample vial, and package insert will be clearly marked with where applicable.

• Each vial is labeled with a specific sample number (1–12).

• Each vial is labeled with the sample due date, cycle number, and lot number.

`` Notes: The specimen packages for one cycle of the EQAS Hematology Program will be sent to you
in multiple (four) shipments. Each shipment contains three liquid samples.

The specimen packages for one cycle of EQAS Blood Typing Program will be sent to you in multiple
(three) shipments. Each shipment contains three liquid test samples and one donor sample for
cross-matching.

EQAS Program User Guide 20


Chapter 3: Getting Started

Verify the Contents of the Specimen Package


Make sure you inspect the specimen package upon receipt to ensure it is complete and undamaged.
The vials are clearly identified by Sample Number. There should be one numbered vial for each cycle
sample. Inspect the vials for any damage that may have occurred during their transport. Inspect samples
associated with the Hematology and Blood Typing Programs for gross hemolysis. Notify your local
Bio‑Rad office or representative if you have any concern about the specimen package. Replacements
will be provided, subject to inventory availability.

Assaying the Samples


Important: If Lyophilized, the sample should be reconstituted according to the instructions in
the package insert. Make sure to note any limitations in analyte stability. After reconstitution,
handle samples according to the insert instructions and test as you would test a patient sample.

• Handle high, out‑of range samples in accordance with established laboratory procedures when a
sample result exceeds the linear range of the method.

• Do not report results that are the mean of several assays, unless this is your routine procedure for
patient samples.

• Use the same criteria used for a patient result to determine if the EQAS Program sample result is
acceptable for reporting. This is the only way a true assessment of your laboratory’s performance
can be made.

EQAS Program User Guide 21


chapter 4

Submit Your EQAS Results

In This Chapter
Overview............................................................................................................................................... 22
Unreportable Results (UR) Codes.......................................................................................................... 23
Sample Due Date.................................................................................................................................. 23
Late and Amended Results................................................................................................................... 24
Send Your Results................................................................................................................................. 24
Certificate of Achievement..................................................................................................................... 25

Overview
You can submit your EQAS results using either of the following methods:

• EQAS Online

• EQAS Mobile (Quantitative programs only)

EQAS Program User Guide 22


Chapter 4: Submit Your EQAS Results

Unreportable Results (UR) Codes


Unreportable Result (UR) Codes show the possible reasons why data cannot be submitted. Unreportable
results cannot be compared and will not be included in the calculations. The use of an unreportable code
indicates that you attempted to test the sample, but were unable to submit a valid result. These codes
can help Bio‑Rad EQAS to modify analyte targets appropriately in subsequent cycles.

Unreportable Results Codes / Descriptions

Less than Detection Limit

Greater than Assay Range (No Dilution Possible)

Result of Zero

Instrument Flag

Turbid Sample/Compromised Sample

Insufficient Sample Volume

Other

Analyte not Tested

Instrument Unavailable

Sample Due Date


The Sample Due Date is the latest date by which your sample results must arrive at Bio‑Rad EQAS,
by 20.00 Greenwich Mean Time. Results must be submitted prior to this date and time for them to be
included in the statistical analysis of the sample. Every effort should be made to submit your results on
time. Late data will be accepted and processed, but will be flagged as late on your EQAS reports and
penalties will be applied in your end‑of‑cycle ranking calculation. If you registered for a test and no result
is submitted for that test, it will be flagged as missing (No Result) in your report. Under no circumstances
will results be accepted after the close of a program cycle. Results cannot be accepted for a sample that
has exceeded its expiration date. The expiration date can be found on the specimen package insert.

You can find the Sample Due Date in the following locations:

• EQAS Online Software / EQAS Mobile Software

• Sample Vial Label

• Product Insert (included in the Specimen Package)

• EQAS / Unity Calendar (electronic form on www.QCNet.com)

EQAS Program User Guide 23


Chapter 4: Submit Your EQAS Results

Late and Amended Results

Late Results
Results received after the Sample Due Date are considered late and will be noted with the symbol¦
in your EQAS reports. The reason for a missed and subsequent late submission may be made in the
Comment section of your EQAS report.

Send late results as soon as possible using EQAS Online or EQAS Mobile.

Late results (as flagged in your EQAS reports) will be penalized in the calculation of your end‑of‑cycle
rankings. The penalty applied for submitting late results is not as severe as that associated with
amended results.

Amended Results
An amendment to a result previously submitted in a current cycle will be made at your request. Amended
results are noted with an * (asterisk) on your EQAS reports when they are received after the Sample Due
Date.

Make sure to note the reason for the amendment in the Comment section of your EQAS report. If
correction to a submitted result is made on Bio‑Rad’s behalf (as in a data entry error), the result will be
corrected and an amended result flag will not appear on your EQAS report for that result.

Send amendments as soon as possible via EQAS Online or EQAS Mobile. Amended results (as flagged
in your EQAS reports) will be penalized in the calculation of your end‑of‑cycle rankings. The penalty
applied for submitting amended results is more severe than that associated with late results.

Send Your Results


You can send results in either of the following ways.

• EQAS Online
Bio‑Rad offers an EQAS Online reporting option that allows you to submit test configurations and
results. Visit www.QCNet.com, contact your local Bio‑Rad representative, or send an email to
eqas_support@bio‑rad.com for more information.

• EQAS Mobile
The EQAS Mobile reporting option is also available on most smartphones. Please follow the EQAS
Online setup procedure on www.QCNet.com before accessing the mobile application.

EQAS Program User Guide 24


Chapter 4: Submit Your EQAS Results

Certificate of Achievement
Bio‑Rad provides a Certificate of Achievement at the end of each completed EQAS cycle. You can
display this certificate in your facility as evidence of program participation for the purpose of laboratory
accreditation. Your laboratory must submit a sufficient amount of valid data over a program cycle to
qualify for the Certificate of Achievement.

The information in the “Lab Name” and “Department” in the Lab Setup and Program Setup pages in
EQAS Online will be printed on your Certificate of Achievement. Please make sure this information is
correct and appears as you would like printed on the Certificate of Achievement. If any information needs
to be changed, update the Lab/Department information in EQAS Online.

How to Qualify for a Certificate


You must meet the following criteria within a given EQAS Program to qualify for a Certificate of
Achievement:

• You submit results for at least 9 of the 12 samples.

• Quantitative
For a given analyte in those 9 samples, your performance was found to be within ± 3.0 Z‑score
based on the level of your comparator for each of those samples.

• Qualitative
For a given analyte in those 9 samples, your performance was found to be Within Consensus. When
No consensus was reached the sample will also be seen as accepted.

`` Note: For the Blood Typing Program (Qualitative), labs must submit results for at least 6 of the 9
samples. For a given analyte in those 6 samples, results must be within consensus based on the
comparator for each of those samples.

EQAS Program User Guide 25


chapter 5

EQAS Reports

In This Chapter
Overview............................................................................................................................................... 26
Sample Report (Quantitative)................................................................................................................. 28
Sample Report (Qualitative).................................................................................................................... 44
Quality Specification Report (Quantitative).............................................................................................. 67
Quality Specification Subgroup Report (Quantitative)............................................................................. 71
End‑of‑Cycle Report (Quantitative)......................................................................................................... 73
Method Summary Report (Quantitative)................................................................................................. 88
Subgroup Report (Quantitative).............................................................................................................. 90
Subgroup Report (Qualitative)................................................................................................................ 92

Overview
Each registered participant receives one Sample Report for each sample in the cycle and one
End‑of‑Cycle Report. These reports are specific to your laboratory and provide you with information on
how your laboratory performed in comparison to others participating in the program cycle.

The Method Summary Report is generated at the end of each cycle. This report is optional and does
not contain information specific to your laboratory. The Method Summary Report contains method
performance statistics for instruments in use during the cycle by participating laboratories.

The Subgroup Report is another optional report that can be provided electronically to the leader of a
subgroup. The Subgroup Report provides a list of all laboratories in the subgroup and their individual
performance for each EQAS Program sample.

Reports are posted on www.QCNet.com within three to five business days of a sample close. Accessing
reports online allows you to assess your laboratory’s performance, investigate any deficiencies in a timely
manner, and be environmentally responsible.

EQAS Program User Guide 26


Chapter 5: EQAS Reports

Sample Report (Quantitative and Qualitative Programs)


The Sample Report is easy to read and understand. It provides concise information about your
laboratory’s performance in the form of histograms, Z‑score, and consensus trend charts. This report
provides an instant indication of the performance of all reported analytes for a particular sample. A
separate page is provided for each analyte. You can review performance comparison with peer groups
by statistics or graphically with the histograms, Levey‑Jennings charts and Yundt Plots. The last
section of this report provides a summary of all data submitted to date within a cycle. A Certificate of
Registration is provided as the final page of your Sample 1 Report. See “Sample Report (Quantitative)”
on page 28 and “Sample Report (Qualitative)” on page 44 for more information.

Quality Specification Report (Quantitative Programs Only)


With the Quality Specification Report, a laboratory may assess their EQA test performance based on the
quality specification of their choice. Performance in this report is based on the percent deviation of the
reported test result. This value‑added report is only available through EQAS Online. A laboratory may
generate their EQAS Quality Specification Report for each sample reported on. It does not replace the
EQAS Sample Report.

Bio‑Rad offers Biological Variation (BV), CLIA, RiliBÄK, RCPA, QMP‑LS, and GOST (Russia) criteria
for acceptable analytical performance in the EQAS Quality Specification Report. Contact Bio‑Rad if
additional specifications are needed. See “Quality Specification Report (Quantitative)” on page 67 for
more information.

Quality Specification Subgroup Report (Quantitative Programs Only)


Subgroup leaders are able to generate a single report (in Excel spreadsheet format for easy sorting) and
view performance of all their labs based on Bio-Rad EQAS and alternative scientific or regulatory quality
specifications. This report does not replace the monthly EQAS Sample Report.

End‑of‑Cycle Report (Quantitative Programs Only)


At the end of each cycle an overall assessment of your laboratory’s performance for each analyte is given
in terms of bias among participating laboratories. A Regression Line Analysis shows bias at different
concentrations. Your laboratory’s results are ranked nationally and internationally and a Certificate of
Acceptable Performance is provided on the final page. The End‑of‑Cycle Report is typically generated
about 2 weeks after sample 12 data analysis to allow for late submission and amendments. See
“End‑of‑Cycle Report (Quantitative)” on page 73 for more information.

EQAS Program User Guide 27


Chapter 5: EQAS Reports

Method Summary Report (Quantitative Programs Only)


The Method Summary Report provides a summary of individual method performance (not laboratory
performance) among participating laboratories. The Method Summary Report is helpful to evaluate
method/instrument performance. The Method Summary Report is an optional report generated at
the end of a program cycle. See “Method Summary Report (Quantitative)” on page 88 for more
information.

Subgroup Report (Quantitative and Qualitative Programs)


The Subgroup Report is provided only to a designated subgroup leader and is in a Microsoft® Excel®
spreadsheet format. The report is provided electronically (posted on www.QCNet.com) with each sample
close in a program. All individual laboratories in the subgroup are included along with their performance
for each registered analyte in the sample. See “Subgroup Report (Quantitative)” on page 90 and
“Subgroup Report (Qualitative)” on page 92 for more information.

Sample Report (Quantitative)


The Quantitative Sample Report provides clear and concise information about your laboratory
performance in the form of histograms, Levey‑Jennings charts, and Yundt Plots. This report is provided
for each program sample and provides an easy to read summary and statistical comparison of your
laboratory’s results for each analyte that has valid method registrations on file.

The Sample Report consists of the following main parts:

• Coversheet

• Configuration Report

• Sample Summary Report

• Analyte Report(s)

• Data on File Report

• Certificate of Registration (with Sample 1 Report only)

EQAS Program User Guide 28


Chapter 5: EQAS Reports

Sample Report (Quantitative): Coversheet


The first page of the Sample Report is the coversheet.

1 Header
This section shows the following information:

• EQAS Program name

• Cycle number and cycle dates

• Sample number

• Sample due date

EQAS Program User Guide 29


Chapter 5: EQAS Reports

2 Exceptions
This section provides a quick overview of any results that may require additional attention due to
performance or to information that is needed for proper submission. The legend located below the
Exceptions describes the symbols used in this section and elsewhere in the report.

Legend

ü No warnings

Missing result
 A result is considered missing when a test registration is on file with Bio‑Rad EQAS but
no result was submitted for the sample.

¦ Late results

2.0 ≤ |Z‑score| < 3.0


Your absolute sample Z‑score was greater than or equal to 2.0 and less than 3.0
|Z‑score| ≥ 3.0
û Your absolute sample Z‑score was greater than or equal to 3.0.

* Amended result (per participant’s request)

³ Non‑robust determination of mean and SD


Indicates that the robust statistical process could not be used.

3 EQAS News
This section provides information, reminders, and news about the EQAS Program.

4 Customer Information
This section shows your Bio‑Rad EQAS lab number and your laboratory’s contact information.

EQAS Program User Guide 30


Chapter 5: EQAS Reports

Sample Report (Quantitative): Configuration Report


The second section of the Sample Report is the Configuration Report.

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

2 Selected Options
This section shows the following items associated with your laboratory:

• Data Input
The method by which Bio‑Rad received your results for the sample.

• Report Receipt
Your reports will be available through QCNet™, unless otherwise requested through your local
Bio‑Rad representative.

• Subgroup Number (if applicable)


If there is no subgroup association, it is noted as “None.”

EQAS Program User Guide 31


Chapter 5: EQAS Reports

3 Instrument Configurations
This section shows a summary of your laboratory’s registered analytes and the test configurations
(instrument, method, reagent, and unit) applicable at the time of the sample close. The
configurations are grouped alphabetically by instrument.

`` Note: This section provides an easy way to review your laboratory’s test configurations.
The instrument code and description is shown with the codes and descriptions for analytes
(abbreviations), methods, reagents, and units. It is important to verify that this information is
correct when troubleshooting your results as incorrect configurations may lead to inaccurate
peer groups and poor performance assessments.

EQAS Program User Guide 32


Chapter 5: EQAS Reports

Sample Report (Quantitative): Sample Summary Report


The third section of the Sample Report is the Sample Summary Report. The Sample Summary Report
shows a summary of performance for all results reported and registered for a particular sample. The
report is arranged alphabetically by instrument. The registered analytes are grouped by instrument.

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

EQAS Program User Guide 33


Chapter 5: EQAS Reports

2 Summary of Data
This report provides a summary of performance for all results reported and registered for a
particular sample. The report is sorted alphabetically by instrument.

The registered analytes are grouped by instrument. The first column shows a symbol for any
exception. Use the legend at the bottom of the page for assistance with the symbols.
See “Exceptions” on page 30 for more information.

For each analyte with its corresponding unit, the report shows the result submitted, the
comparator mean, your laboratory’s Z‑score, Running Mean Z‑score (RMZ), and the comparator.
Use the following guidelines to interpret your performance for a test.

|  Z‑score  | Interpretation
0.0 Perfect comparison with consensus group.
≤ 1.2 Acceptable.
1.25 – 1.49 Acceptable to marginal performance. Some investigation of the test system
may be required.
1.5 – 1.99 Marginal performance. Investigation of the test system is recommended.
≥ 2.0 Unacceptable performance. Remedial action usually required.

• RMZ
The mean of the Z‑scores over the last six samples for a given analyte.

• Comparator
Indicates if the analyte was compared to Peer, Method, All Results, or Mode.

3 Problem Classifications
This section provides an area for the reviewer to add comments such as problem classification,
corrective action, the reviewer’s name, and date of the review. Maintaining this type of information
can be helpful in responding to external audits by providing objective evidence of the review and
any actions taken.

EQAS Program User Guide 34


Chapter 5: EQAS Reports

Sample Report (Quantitative): Analyte Report


The fourth section of the Sample Report consists of the individual Analyte Reports. A separate page
is provided for each registered analyte. Analytes that do not have a method registration on file are not
included in the report.

3 4

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

EQAS Program User Guide 35


Chapter 5: EQAS Reports

2 Your Result
Your result is shown in the top left corner. A dash is shown in the “Your Result” section if a result
for a registered test was not received or was unreportable. The unit of measure associated with
your result determines the units for other Mean and Standard Deviation values displayed in the
report. The peer group your result was compared against is shown above your result.

3 Comparative Statistics
This section shows the number of results received (N), robust estimates of the Mean and standard
deviation (SD), the coefficient of variation (CV), and expanded uncertainty (U) of the mean. The
data shown represents your comparative statistics for Peer, Method, and All Results or Mode, if
applicable.

The comparator for your laboratory is shown by a boxed outline.

There are three levels of comparison. Ideally, your laboratory is compared to Your Peer, which is
other laboratories using the same analyte, method, instrument, reagent combination as yours.
However, for a comparison to be made at the peer level there must be a minimum of 9 reported
results for that test.

The next level of your result comparison is dependent on the data distribution, as uni‑modal or
multi‑modal. A Mode is a collection of peer or method groups that yield a similar result. It may
include various instruments and reagents for that test. If less than 9 results are received for Your

EQAS Program User Guide 36


Chapter 5: EQAS Reports

Peer, your comparison is Your Method for a uni‑modal distribution or Your Mode for a multi‑modal
distribution of data. Your Method is other laboratories using the same analyte and method
combinations for that test. However, for a comparison to be made at the method level there must
be a minimum of 9 reported results for that uni‑modal test. If there are less than 9 results received
in the method you are compared to “All Results.” All Results is comprised of all laboratories using
the same analyte as yours and will include other methods, instruments and reagent combinations
for that test.

Uni‑modal Distributions (All Results)

Symbol Comparator Description

 All Results If fewer than 9 data points in your method group.

 Your Method If fewer than 9 data points in your peer group and at least
9 data points in your method group.

 Your Peer If there are at least 9 data points in your peer group.

Multi‑modal Distributions

If reported results have a multi‑modal distribution of data, results for a registered test are
separated into different Modes.

Symbol Comparator Description

 Your Mode If fewer than 9 data points in your peer group.

 Your Peer If there are at least 9 data points in your peer group.

The comparative statistics for Your Method are provided for informational purposes only. As a
given methodology may cross multiple modes, the variability observed at this comparator may be
considerable.

EQAS Program User Guide 37


Chapter 5: EQAS Reports

4 Your Deviation
Shows the Z‑score, RMZ, and the % (Deviation) from your Peer, Method, and All Results or Mode.

`` Note: See Chapter 8, “Statistics and Algorithms Used in EQAS Reports” and Chapter 10,
“Glossary” for more information about the comparative statistics.

5 Histograms
This section shows three histograms:
• Peer • Method • Mode or All Results

Each histogram shows the distribution of the results received for the sample. The number of
participants in the tallest bar in each histogram is shown on the top left of the graph at the start
of the horizontal line. Your Result is shown with an arrow in each comparator histogram. Arrows
are not shown for late or amended results. The histograms show the lowest and highest reported
values on the X‑axis with a maximum of 5 SD. All lower or higher values are compressed into this
5 SD limit.

EQAS Program User Guide 38


Chapter 5: EQAS Reports

6 Z‑score Trend Charts


Two charts plot your Z‑score performance for each program sample. The Levey‑Jennings Chart
and Yundt Plot provide a visual representation of how well a test is working. Each chart shows a
‑3 to +3 Z‑score range. The optimal result is at the central zero line. Both charts show the last 12
samples and can be across two cycles. Any change to a specific test configuration only shows the
data points for the updated configuration.

Levey-Jennings Chart

-1 to +1 Z-score (white)

-2 to +2 Z-score (light gray)

-3 to +3 Z-score (dark gray)

Yundt Plot

• Levey‑Jennings Chart
Sample dates are displayed along the bottom of this chart. The comparator mean for each
sample date appears along the top of the chart. Your laboratory’s comparator Z‑score is
plotted for each reported sample. The symbols for your Z‑score indicate the comparator for
a given sample. Z‑score plots are connected for consecutive samples and disconnected if a
result is missing. The Levey‑Jennings Chart starts new with a change in your laboratory’s test
configuration.

• Yundt Plot
The Yundt Plot shows your samples Z‑scores, arranged by concentration of the reported
samples along the bottom of the chart. A line of best fit is shown allowing for a determination
of test bias by concentration of the samples analyzed.

EQAS Program User Guide 39


Chapter 5: EQAS Reports

7 Summary of Most Reported Peer Groups


This table shows the following statistics for 9 peer groups with the highest participation:

• Number of results received (N)

• Mean

• CV

• Expanded uncertainty (U)

The statistics shown are a result of grouping the results based on instrument, method, and
reagent combination. If more than one reagent is associated with an instrument (dedicated and an
alternate), it is possible for each to be shown if they are both highly reported on.

EQAS Program User Guide 40


Chapter 5: EQAS Reports

Sample Report (Quantitative): Data on File Report


The last section of the Sample Report is the Data on File Report. This report provides a summary of all
results received to date within a cycle and is sorted alphabetically by instrument.

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

2 Sample Numbers
The results for each sample are shown in the column below the appropriate number.
A late symbol ¦ located below the sample number indicates that all results for that sample were
received after the close of the sample.

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3 Results
This section shows all the sample results received up to the current sample. The results are shown
by analyte and grouped by the instruments that you have registered. There are no calculated
statistics in this report, only the results received in the cycle. Each sample is in a separate column
and sample exceptions are indicated per the legend.

4 Legend

The legend at the lower part of the page describes the exception symbols and highlighted results.

No warnings
ü All sample results for an analyte have been evaluated without any exceptions.
Late results
¦
The result was received after the sample close date.
2.0 ≤ |Z‑score| < 3.0
Your absolute sample Z‑score was greater than or equal to 2.0 and less than 3.0.
|Z‑score| ≥ 3.0
Your absolute sample Z‑score was greater than or equal to 3.0.

– No result
No result or an Unreportable Result Code was received for a particular sample prior to
the cycle close date.

* Amended result (per participant’s request)


The result was edited by the EQAS participant after the sample close date.

³ Non‑robust determination of mean and SD


Indicates that the robust statistical process could not be used.

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Sample Report (Quantitative): Certificate of Registration


The Certificate of Registration is for use by your laboratory as an official record that you have registered
for and intend to participate in an EQAS Program for one cycle. The Certificate of Registration contains
the Laboratory/Hospital Name and Department and the program and cycle information. It also shows all
registered tests at the onset of the program cycle.

A Certificate of Registration is provided with your sample 1 report. If no tests have been configured for
sample #1, then no certificate can be issued.

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Sample Report (Qualitative)


The Qualitative Sample Report provides clear and concise information about your laboratory
performance for qualitative tests in the form of histograms and modified Levey-Jennings charts. This
report is provided for each sample and provides an easy to read summary and comparison of your
laboratory’s results.

There are two different Qualitative Sample Reports available:

• Peer Qualitative Sample Report


This report is used for EQAS Urinalysis and the infectious disease programs. It compares your
laboratory’s results to those of the peer group. The peer group consists of all labs that perform the
test with the same instrument, method, and reagent as your lab.

• Peer-Method-All Results Qualitative Sample Result Report


This report is used for the Blood Typing program. It compares your laboratory’s results to those of
your three comparators: the Peer, Method, and All Results groups.

Both Qualitative Sample Reports consist of the following main parts:

• Coversheet

• Configuration Report

• Sample Summary Report

• Analyte Report(s)

• Data on File Report

• Certificate of Registration (with Sample 1 Report Only)

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Sample Report (Qualitative): Coversheet


The first page of the Qualitative Sample Report is the coversheet.

3 4

1 Header

This section shows the following information:

• EQAS Program name

• Cycle number and cycle dates

• Sample number

• Sample due date

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Exceptions
2

This section provides a quick overview of any results that may require additional attention due to
performance or information that is needed for proper submission. The legend located below the
Exceptions describes the symbols used in this section and elsewhere in the report.

Within Consensus
Your lab reported a result that is within consensus of at least 80% of your comparator
group. This result would reflect a passing score.
Outside Consensus
Your lab reported a result that is outside consensus of at least 80% of your comparator
group. This result would reflect a failing score.
No Consensus
Your comparator group was inconclusive and did not reach an 80% consensus, or
your comparator group consists of less than five results. This result would reflect an
inconclusive score.
Missing result
 A result is considered missing when a test registration is on file with Bio‑Rad EQAS but
no result was submitted for the sample.

¦ Late results

* Amended result (per participant’s request)

3 EQAS News

This section provides information, reminders, and news about the EQAS Program.

4 Customer Information

This section shows your Bio‑Rad EQAS lab number and your laboratory’s contact information.

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Sample Report (Qualitative): Configuration Report


The second section of the Sample Report is the Configuration Report.

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

2 Selected Options

This section shows the following items associated with your laboratory:

• Data Input
The method by which Bio‑Rad received your results for the sample.

• Report Receipt
Your reports will be available through QCNet™, unless otherwise requested through your local
Bio‑Rad representative.

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• Subgroup Number (if applicable)


If there is no subgroup association, it is noted as “None.”

3 Instrument Configurations

This section shows a summary of your laboratory’s registered analytes and the test configurations
(instrument, method, and reagent) applicable at the time of the sample close. The configurations
are grouped alphabetically by instrument. Notice that no unit is listed as all qualitative programs
use the same unit configuration (qualitative).

`` Note: This section provides an easy way to review your laboratory’s test configurations.
The instrument code and description is shown with the codes and descriptions for analytes
(abbreviations), methods, and reagents. It is important to verify that this information is correct
when troubleshooting your results.

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Sample Report (Qualitative): Sample Summary Report


The third section of the Qualitative Sample Report is the Sample Summary Report. The Sample
Summary Report shows a summary of performance for all results reported and registered for a particular
sample. The report is arranged alphabetically by tiered (grouped) instruments and analytes.

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

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2 Summary of Data

This report provides a summary of performance for all results reported and registered for a
particular sample. The report is sorted alphabetically by instrument and analyte.

The registered analytes are arranged by tiered (grouped) instruments. The first column shows a
symbol for the qualitative evaluation. Use the legend at the bottom of the page for assistance with
the symbols.

Within Consensus
Your lab reported a result that is within consensus of at least 80% of your comparator
group. This result would reflect a passing score.
Outside Consensus
Your lab reported a result that is outside consenses of at least 80% of your comparator
group. This result would reflect a failing score.
No Consensus
Your comparator group was inconclusive and did not reach an 80% consensus, or
your comparator group consists of less than five results. This result would reflect an
inconclusive score.
Missing result
 A result is considered missing when a test registration is on file with Bio‑Rad EQAS but
no result was submitted for the sample.

¦ Late results

* Amended result (per participant’s request)

3 Problem Classification / Corrective Action

This section provides an area for the reviewer to add comments such as problem classification,
corrective action, the reviewer’s name, and date of the review. Maintaining this type of information
can be helpful in responding to external audits by providing objective evidence of the review and
any actions taken. This can be done electronically in the provided file (remember to save the file to
your computer hard drive after adding comments) or written down on the printed report.

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Sample Report (Qualitative): Analyte Report


The fourth section of the Qualitative Sample Report consists of the individual Analyte Reports. A separate
page is provided for each registered analyte.

There are two different Analyte Reports available.

• Peer Qualitative Sample Report


This report is used for EQAS Urinalysis and the infectious disease programs. It compares your
laboratory’s results to those of the peer group. The peer group consists of all labs that perform the
test with the same instrument, method, and reagent as your lab.

• Peer-Method-All Results Qualitative Sample Result Report


This report is used for the Blood Typing program. It compares your laboratory’s results to those of
your three comparators: the Peer, Method, and All Results groups.

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Peer Qualitative Sample Report: Analyte Report

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1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

2 Your result

Your result is shown in the top left outlined box. If you reported a unreportable result, then
“Unreportable” is shown here. The peer group your result was compared against is shown above
the “Your result” box.

¦
If your result was late, a late flag ( ) is shown in front of your result. If you amended your result
or updated your test configuration after the sample close date, an amended flag (*) is shown at the
right of your result.

Your analyte evaluation is shown at the right side of the “Your result” box and indicates how your
result compared to the peer group. The “Your result” box also appears in the same color as your
evaluation flag.

Within Consensus
Your lab reported a result that is within consensus of at least 80% of your comparator
group. This result would reflect a passing score.
Outside Consensus
Your lab reported a result that is outside consenses of at least 80% of your comparator
group. This result would reflect a failing score.
No Consensus
Your comparator group was inconclusive and did not reach an 80% consensus, or
your comparator group consists of less than five results. This result would reflect an
inconclusive score.
Missing result
 A result is considered missing when a test registration is on file with Bio‑Rad EQAS but
no result was submitted for the sample.

¦ Late results

* Amended result (per participant’s request)

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How is consensus calculated?

Bio-Rad uses the following formula to evaluate qualitative peer group consensus:

• Peer group consensus is reached if at least 80% or more of the reported results have the same
response(s).

• Consensus can only be reached if 5 or more results are reported.

• Consensus can be reached with multiple responses, but only responses that are adjacent to
each other (if a tie is reached when calculating consensus, then the lowest response will be
selected).

• Consensus can never span across all responses.

Consensus Algorithm

1 Consensus starts with the response reporting the highest number of results.

2 If this response represents less then 80%, then the adjacent responses are evaluated and the
response with the highest number of results is selected to be added to the consensus.

3 If this new consensus represents less then 80%, then the responses adjacent to this new
consensus are evaluated and the response with the highest number of results is selected to be
added to the consensus.

4 This process keeps repeating until 80% of results are reached or until all responses are reached
which would result in No Consensus.

Examples:

Number of
Responses reported results %

Response 1 19 95 Consensus
Response 2 1 5
Response 3 0 0
Response 4 0 0

Number of
Responses reported results %

Response 1 10 50 Consensus
Response 2 9 45 Consensus
Response 3 1 5
Response 4 0 0

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Examples (continued)

Number of
Responses reported results %

Response 1 10 50 Consensus
Response 2 1 5 Consensus
Response 3 9 45 Consensus
Response 4 0 0

Number of
Responses reported results %

Response 1 3 100
Response 2 0 0 No Consensus
Response 3 0 0 (N<5)
Response 4 0 0

3 Peer Histogram

The peer (horizontal) histogram shows all possible responses on the left side. The green bar
indicates the number of results reported for each response and is expressed as a percentage. The
consensus is calculated and highlighted in grey. Your Result is shown with an arrow on the right
side of the histogram.

• If your result is within consensus, the arrow is colored in green.

• If your result is outside of consensus, the arrow is colored in red.

• If no consensus was reached (or N <5), the arrow is not colored.

The legend below the histogram shows the Peer and the number of results received for this
sample (N). If a reference value is available, it is shown below the Month: Peer legend.

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4 Evaluation Trend Charts

Two charts will plot your performance for each sample. The charts show the last 12 samples and
can span across cycles. Both charts provide a visual representation of test performance.

• Your Result vs. Consensus chart

Sample dates are displayed along the bottom of this chart. The responses appear on the
left side of this chart. Each sample result is represented as a colored circle placed at the
corresponding response. A grey squared area represents the consensus responses found for
each sample. The sample result circle will be colored using the color scheme as shown below.
White or non-colored circles indicate Non Consensus samples or samples with less than 5
results in the peer group. The color scheme is helpful to identify any trends or systematic
errors during the last 12 samples.

> = 80% Results within Results outside No


Consensus consensus consensus Consensus

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• Deviation from Consensus chart:

Sample dates are displayed at the bottom of the chart. The laboratory’s performance is
plotted against the normalized consensus. The middle bold lines represent the consensus;
the lines above or below the consensus line represent a single deviation above or below the
consensus.

Results within consensus will all be plotted on the middle consensus line. Results outside of
consensus will be shown on the corresponding deviation lines.

When no consensus was reached or less than 5 results received, the circle will be displayed
on the middle consensus line. The sample result circle will be colored using the color
scheme as shown in the legend on the previous page. The color scheme is helpful to detect
systematic errors across the different responses of the test.

5 Summary of Most Reported Peer Groups

This table shows a small peer histogram for up to 9 peer groups with the highest participation. The
peer histogram shows the instrument, method, reagent name, and number of reported results (N).

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Peer-Method-All Results Qualitative Sample Report: Analyte Report

4
2

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1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

2 Your Result

Your result is shown in the top left outlined box. If you reported a unreportable result then
“Unreportable” will be displayed here. The peer group your result is part of is shown above the
“Your result” box.

¦
If your result was late, a late flag ( ) is shown in front of your result. If you amended your
result or updated your test configuration after the sample close date an amended flag (*) will be
displayed at the right of your result.

Your analyte evaluation is displayed at the right side of the “Your result” box and will indicate how
your result compared to the peer group. The “Your result” box will also be displaying the same
color as your evaluation flag.

Within Consensus

Outside Consensus

No Consensus

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How is consensus calculated?

Bio-Rad uses the following formula to evaluate qualitative Peer-Method-All Results consensus:

• Comparator group consensus is reached if at least 80% or more of the reported results have the
same response.

• Consensus can only be reached if 5 or more results are reported.

`` Note: Consensus can never span across multiple responses.

Examples:

Number of
Responses reported results % Consensus?

Response 1 19 95 Consensus
Response 2 1 5
Response 3 0 0
Response 4 0 0

Number of
Responses reported results %

Response 1 10 50
Response 2 9 45
No Consensus
Response 3 1 5
Response 4 0 0

Number of
Responses reported results %

Response 1 10 50
Response 2 1 5
No Consensus
Response 3 9 45
Response 4 0 0

Number of
Responses reported results %

Response 1 3 100
Response 2 0 0 No Consensus
Response 3 0 0 (N<5)
Response 4 0 0

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There are three levels of comparison. Ideally, your laboratory is compared to Your Peer, which is other
laboratories using the same analyte, method, instrument and reagent combination as yours. However, for
a comparison to be made at the peer level there must be a minimum of 5 reported results for that test.

The next level of your result comparison is made at the Method level. The Method are all other
laboratories using the same analyte and method as yours. However, for a comparison to be made at
method level there must be a minimum of 5 reported results for that test.

If less than 5 results are received for both Peer and Method your laboratory will be compared to All
Results. All Results is comprised of all laboratories using the same analyte as yours and will include other
methods, instruments and reagent combinations for that test.

3 Comparator Histograms

The Peer-Method-All Results Qualitative Report consists of 3 comparator histograms. The Peer
histogram on top followed by the Method histogram and finally the All Results histogram at the
bottom of the page.

The comparator (horizontal) histogram displays only the reported responses on the left side. The
green bar indicates the number of results reported for each response expressed as percentage.
The consensus is calculated and highlighted in grey. Your Result is shown with an arrow on the
right side of the histogram. If Your Result is Within Consensus the arrow will be colored in green,
if your results is outside of consensus the arrow will be colored in red and if no consensus was
reached (or N <5) the arrow will not be colored. The arrow indicates the comparator level your
laboratory is compared against. If Your result is listed without arrow it is just displayed for your
information but not used as primary evaluation.

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The legend below the histogram will display the comparator name and the number of results
received for this sample (N).

If a reference value is available it will be displayed below the Peer legend.

`` Important note: Responses for which no results have been received (N=0) will not be listed
in the histograms. The responses for the Peer-Method-All Results qualitative reports are listed
sorted from highest percentage to lowest (with a maximum of 8 responses displayed). If more
than 8 responses are received the lowest reported responses will be grouped together as
“Other.”

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4 Summary of Most Reported Peer Groups

This table shows a small peer histogram for up to 9 peer groups with the highest participation. The
peer histogram displays the instrument, method and reagent name and number of reported results
(N).

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Sample Report (Qualitative): Data on File Report


The last section of the Qualitative Sample Report is the Data on File Report. This report provides a
summary of all results received to date within a cycle and is sorted alphabetically by instrument.

1 Header

This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Sample number and sample due date

• EQAS Program name • Lot number (Cycle)

2 Analyte Details

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Analytes are grouped by tiered (grouped) instrument. The sample numbers to date are displayed
and sorted in groups of three. Your result is shown next to the corresponding sample number with
¦) will be displayed in
display of the evaluation flag. When your result was late, A late late flag (
front of your result. If you amended your result or updated your test configuration after the sample
close date an amended flag (*) will be displayed at the right of your result.

3 Legend

The legend at the lower part of the page describes the symbols.

Within Consensus
Your lab reported a result that is within consensus of at least 80% of your comparator
group. This result would reflect a passing score.
Outside Consensus
Your lab reported a result that is outside consenses of at least 80% of your comparator
group. This result would reflect a failing score.
No Consensus
Your comparator group was inconclusive and did not reach an 80% consensus, or
your comparator group consists of less than five results. This result would reflect an
inconclusive score.
Missing result
 A result is considered missing when a test registration is on file with Bio‑Rad EQAS but
no result was submitted for the sample.

¦ Late results

* Amended result (per participant’s request)

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Sample Report (Qualitative): Certificate of Registration


The Certificate of Registration is for use by your laboratory as an official record that you have registered
for and intend to participate in an EQAS Program for one cycle. The Certificate of Registration contains
the Laboratory/Hospital Name and Department and the program and cycle information. It also shows all
registered tests at the onset of the program cycle.

A Certificate of Registration is provided with your Sample 1 Report. If no tests have been configured for
sample #1, then no certificate can be issued.

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Quality Specification Report (Quantitative)

`` Note: The Quality Specification Report is only available through EQAS Online. This report does not
replace the EQAS Program Sample Report or End-Of-Cycle Report.

The Quality Specification Report offers laboratories an additional evaluation of results for their EQAS
program based on local regulatory or scientific specifications.

In the new Quality Specification Report, a laboratory may assess their EQA test performance based on
the quality specification of their choice. Performance in this report is based on the percent deviation of
the reported test result. A laboratory may generate their Quality Specification Report for each sample
reported on.

Bio-Rad offers the following specifications for the report:

• RiLiBÄK

• CLIA

• RCPA

• Biological Variation or BV (minimum, desirable and optimum)

• GOST (Russia)

• IQMH (Canada)

If your region or country has regulatory or scientific specifications that are freely available to use, please
contact [email protected] to have them added.

Create a Quality Specification Report


1 Log on to your EQAS Online account.

2 Point to Reports and click My EQAS Reports.

3 Select the Lab ID (lab number), Program Name, and Cycle from the respective lists.

4 Select the Quality Specification Report from the Report Type list.

5 Select the Sample and Specification from the respective lists.

`` Note: You can only select one specification at a time for a sample. If you want to view multiple
specifications for the same sample, you must create different reports and print or save each
report.

The report is generated on the EQAS Online page.

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Interpret the Quality Specification Report


All Quality Specification Reports are based on the same evaluation process. The percentage deviation
(also shown in the statistical Sample Report) is calculated for each analyte.

Calculate the percentage deviation (%):

Your Result - Comparator Mean


% = × 100
Comparator Mean

The comparator selection is based on the same process as the Sample Report and is shown in the
report.

Uni‑modal Distributions (All Results)

Symbol Comparator Description

 All Results If fewer than 9 data points in your method group.

 Your Method If fewer than 9 data points in your peer group and at least 9 data
points in your method group.

 Your Peer If there are at least 9 data points in your peer group.

Multi‑modal Distributions

If reported results have a multi‑modal distribution of data, results for a registered test are separated into
different Modes.

Symbol Comparator Description

 Your Mode If fewer than 9 data points in your peer group.

 Your Peer If there are at least 9 data points in your peer group.

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The Quality Specification is displayed as percentage.

• When your (absolute) percentage deviation is less than the specification, the symbol ü
is displayed to the left of the analyte name. (See “Example: Percentage Specification” on page 69
below.)

• If your (absolute) percentage deviation is greater than the specification, the symbol û is displayed
to the left of the analyte name. (See “Example: Failed Analyte” on page 70.)

Quality Specifications may be presented in a guidance document as absolute values or even Standard
Deviations, but the Quality Specification Report will always calculate the percentage value of this
specification (based on the comparator mean) and display it accordingly.

When a Quality Specification is not available, a – (dash) is displayed in the specification field. (See
“Example: No Quality Specification Available” on page 70.)

Quality Specification Report Examples


Example: Percentage Specification

Analyte: Albumin

CLIA Criteria for acceptable performance: ± 10%

Example: Absolute specification based on concentration

Analyte: Albumin

RCPA Criteria for acceptable performance: +/- 2.0 g/L for values up to 33 g/L

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Example: No Quality Specification Available

Example: Failed Analyte

Example: Late and Amended Flags for Results

Late ¦ and amended (*) flags are shown for results.

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Quality Specification Subgroup Report (Quantitative)


This report combines elements of the Subgroup Report (page 92) together with performance
evaluations against select Quality Specifications (page 67). Subgroup leaders may use this report to
view performance of their labs in a single Excel worksheet.

`` Note: This report does not replace the EQAS Program Sample Report or End-of-Cycle Report.

How to Access Quality Specification Subgroup Reports


1 Navigate to the EQAS Reports page in EQAS Online and select the Quality Specification Subgroup
Report from the drop down menu.

2 Select the desired specification and wait for the report to download (the report will download in a
new page which can be closed again after download).

3 The Excel file may be saved locally.

Quality Specification Subgroup Report Example


The report initially shows the default Subgroup report header, which displays the program, cycle, and
sample details. The Quality Specification Subgroup Report opens up as the first report from the left and
displays the lab number, lab name, and all test configuration fields (analyte, instrument, method, reagent,
and unit), followed by the Quality Specification fields (result, mean, comparator, % deviation, and the
selected Quality Specification). Failed tests are highlighted in red.

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The regular Subgroup Report appears in the right hand columns, where red rows indicate either missing
results or results that fall outside 2.0 |Z-score|.

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End‑of‑Cycle Report (Quantitative)


The End‑of‑Cycle Report consists of four main parts:

• Coversheet

• Cycle Data on File Report

• Analyte Summary Report

• Mean Z‑score Report

End‑of‑Cycle Report (Quantitative): Coversheet


The first page of the End‑of‑Cycle Report is the Coversheet.

1 Header

This section shows the following information:

• EQAS Program name

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• Cycle number and cycle dates

2 Exceptions

This section shows all analytes with fewer than 9 results reported during the cycle. Although the
End‑of‑Cycle Report provides some statistical analysis, Bio‑Rad highly recommends that each
laboratory submit at least 9 results per analyte per cycle. Nine samples is also the minimum
number of reported results needed to be eligible to receive a Certificate of Achievement for the
cycle. (See “Certificate of Achievement” on page 25 for more information.)

3 EQAS News

This section is used to communicate specific EQAS Program related news to participants.

4 Customer Information

This section shows your Bio‑Rad lab number and your laboratory information.

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End‑of‑Cycle Report (Quantitative): Cycle Data on File Report


The second section of the End‑of‑Cycle Report is the Cycle Data on File Report.

Important: The End‑of‑Cycle Report shows the recalculated statistics with all participants’ late
and amended data included in the data set. Due to this recalculation, your evaluation may be
different from the original sample statistics.

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Lot number (Cycle)

• EQAS Program name

2 Sample Numbers

The results for each sample are shown in the column below the appropriate number.
A late symbol ¦ located below the sample number indicates that all results for that sample were
received after the close of the sample.

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3 Results

This section is organized by instrument and appears in alphabetical order. The analytes reported
on for each sample are shown with the corresponding instrument. Each analyte shows the
reported unit of measure. This corresponds to the latest reported unit if multiple units have been
used during the program cycle. Prior results are appropriately converted to correspond to that
which was last reported. A late symbol ¦ located next to an individual result indicates that the
result was received after the close of sample.

4 Legend

The legend at the lower part of the page describes the exception symbols and highlighted results.

No warnings
ü All sample results for an analyte have been evaluated without any exceptions.
Late results
¦
The result was received after the sample close date.
2.0 ≤ |Z‑score| < 3.0
Your absolute sample Z‑score was greater than or equal to 2.0 and less than 3.0.
|Z‑score| ≥ 3.0
Your absolute sample Z‑score was greater than or equal to 3.0.

– No result
No result or an Unreportable Result Code was received for a particular sample prior to
the cycle close date.

* Amended result (per participant’s request)


The result was edited by the EQAS participant after the sample close date.

³ Non‑robust determination of mean and SD


Indicates that the robust statistical process could not be used.

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End‑of‑Cycle Report (Quantitative): Analyte Summary Report


The third section of the End‑of‑Cycle Report is the Analyte Summary Report. This section shows a
summary of performance for all results reported and registered for a particular analyte throughout the
cycle. A separate page is provided for each registered analyte/instrument combination.

5
4

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1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name (with analyte) • Lot number (Cycle)

• EQAS Program name

2 Analyte Summary

This section shows the peer group applicable to your instrument/reagent and the unit for the
analyte’s This section shows the peer group applicable to your instrument/reagent and the unit for
the analyte’s reported Lab Results, Comparator Means, and Reference Values.

• Batch #
The samples are grouped by batch. A batch typically consists of three samples (replicates)
with the same concentration.

• Sample #
Sample numbers associated to the batch are listed in ascending order. The example above
shows samples 4, 7, and 10 are the samples in Batch 1.

• Lab Result
Sample results associated with each of the indicated sample numbers are presented. It is
possible that results that were previously within acceptable limits in the Sample Report are
now flagged in the End‑of‑Cycle Report or vice versa. Exceptions associated with the sample
are shown. Since only one exception can be shown, a late exception takes precedence over
other exceptions (such as ≥ 2.0 Z‑score).

• Comparator Mean
Robust mean of the comparator for the given sample is estimated. The symbol ³ appears if
there was a non‑robust calculation of the sample comparator mean.

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• Comparator
The comparator level for each sample is noted for your lab.

Important: This comparator can be different from that in the original Sample Report, as
the End‑of‑Cycle Report reflects the recalculated statistics with all participants’ late and
amended data included in the data set. The recalculated Z‑score is given for each sample
result.

• Your Lab Z‑score:


Your result – Comparator mean
Comparator SD

• Your Batch Z‑score:


Your mean batch result – Comparator batch mean
Comparator batch SD

• Reference Values
The target value for the batch result analyzed with the reference method (if available).

`` Note: The reference values are provided for information only. No statistical comparisons
are provided against the reference values.

Reference Values for the EQAS Therapeutic Drug Monitoring Program are weighed in amounts
of the active chemicals in the sample.

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3 Cycle Comparative Statistics by Batch

The cycle comparative statistics are grouped by batch. All four batches are represented in this
section. The following results appear in each column for every comparator:

All Results  or Mode, Your Method , and Your Peer .

If “All Results” has a multi‑modal distribution of data, the results are separated into different modes
and your modal data is shown (Your Mode).

• N: Number of data points in the batch.

• Mean: Robust calculation of the mean.

• SD: Robust calculation of the standard deviation.

• CV: Coefficient of variation =


Standard deviation x 100
Mean

• U: Expanded uncertainty of the mean =


1.25 x Robust standard deviation
xk
Square root of N
k is defined coverage factor of 2

• Mean Bias: Your percentage deviation from the comparator mean =


Your Batch Mean – Comparator Batch Mean
x100
Comparator Batch Mean

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4 Batch Z‑score Frequency Histograms


Histograms are generated for each batch. They represent all individual labs batch Z‑score values
for the cycle.

• This histogram can help you to detect systematic bias at different concentrations.

• The number of participants in the tallest bar in each histogram is displayed to the left of the
graph at the start of the dashed horizontal line.

• Where “Your Result” falls in each Batch Z‑score Histogram is shown with an arrow.

• The symbol next to “Your Result” indicates the comparator level shown in the histogram.

• The X‑axis or bottom scale represents the batch Z‑score value with a central 0 value and
extremes of ‑3.0 Z‑score and +3.0 Z‑score. All results smaller than ‑3.0 or larger than 3.0
Z‑score are compressed into the 3.0 limit.

• The Y‑axis (vertical) scale indicates the number of reported laboratories. Only the highest
distribution value is indicated on this axis to the left of the dashed line.

There are three levels of comparison. Ideally, your laboratory is compared to Your Peer, which is
other laboratories using the same analyte, method, instrument, reagent combination as yours.
However, for a comparison to be made at the peer level there must be a minimum of 27 reported
results for that test. If less than 27 results are received for Your Peer, your comparison is Your
Method for a uni‑modal distribution or Your Mode for a multi‑modal distribution of data. Your
Method is other laboratories using the same analyte and method combinations for that test.
However, for a comparison to be made at the method level there must be a minimum of 27
reported results for that uni‑modal test. If there are less than 27 results received in the method you
are compared to “All Results.” All Results is comprised of all laboratories using the same analyte
as yours and will include other methods, instruments and reagent combinations for that test.

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Uni‑modal Distributions (All Results)

Symbol Comparator Description

 All Results If fewer than 9 data points in your method group.

 Your Method If fewer than 9 data points in your peer group and at least
9 data points in your method group.

 Your Peer If there are at least 9 data points in your peer group.

Multi‑modal Distributions

If reported results have a multi‑modal distribution of data, results for a registered test are
separated into different Modes.

Symbol Comparator Description

 Your Mode If fewer than 9 data points in your peer group.

 Your Peer If there are at least 9 data points in your peer group.

5 Regression Line Analysis


The regression line is a graphical representation of your laboratory’s measurement linearity for the
selected analyte.

• The title of the Regression Line indicates the comparator level to which you are compared.

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• Your individual sample results are plotted on the Y‑axis (vertical) against the comparator mean
values plotted on the X‑axis (horizontal). Both axes are scaled to show the highest reported
value and start at zero. The ideal fit line is shown as a dashed line with an ideal slope of 1. The
solid lines represent a 10% deviation of the ideal fit. This provides a quick visual evaluation of
the correlation between your results and the comparator results. It also helps to identify bias at
a particular area of the measurement range.

• The top legend shows the Regression Line Slope, Intercept, and Correlation Coefficient for
your results compared to the comparator (the comparator is shown in the chart title). 95%
confidence intervals for both slope and intercept are also provided. When the lab is compared
at Peer level, the Method Regression displayed is the Peer vs. the Method. If compared at
Method level, the Method comparison is the Method vs. Mode. If compared at the Mode level,
then the Method comparison displays the Mode vs. the Method. The Method Regression Line
Slope, Intercept, and Correlation Coefficient are shown in the top legend but not in the graph.

6 Comments section

This is available on every Analyte Summary Report and can be used to note comments or
evaluations. The applicable report reviewer can sign and date their assessment of the report.

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End‑of‑Cycle Report (Quantitative): Mean Z‑score Report


The final section of the End‑of‑Cycle Report is the Mean Z‑score Report.

3 4

1 Header
This section shows the following information:

• Laboratory information • Cycle number and cycle dates

• Report name • Lot number (Cycle)

• EQAS Program name

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2 Mean Z‑score (summary of all analytes reported by instrument)

This section shows your registered analytes in alphabetical order by instrument with the following
information:

• Analyte name

• Your Mean |Z‑score|


The mean of your reported individual sample absolute Z‑score values (no negative values are
displayed).

• Your Percentile
The overall distribution for your comparator mean |Z‑score| values is displayed. Your mean
|Z‑score| is expressed as the percentile of this distribution. A 50% percentile indicates your
result is in the center of the distribution. In this case, there would be as many laboratories with
a lower |Z‑score| and as many laboratories with a higher |Z‑score| than your laboratory.

• Mean |Z‑score| Distribution


This is a visual representation of the mean |Z‑score| distribution. The 10%, 50%, and 90%
|Z‑score| is shown for your reference and your percentile is displayed with your comparator's
symbol. The lowest percentiles represent the lowest mean |Z‑score|. Therefore, a laboratory
located at the left side of the distribution has a lower than average mean |Z‑score|. If you are
located at the right side of the distribution, your laboratory's mean |Z‑score| is higher than the
average mean |Z‑score| (shown as the 50% percentile). A lower percentile represents better
performance and less bias. If you are the only lab in the peer group, no distribution values will
be displayed.

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3 National Peer Performance Score Histogram

An overall laboratory performance score is calculated for each participant in the cycle. All scores
for laboratories reporting in your country are grouped and a distribution of these scores is
generated. The performance score is based on the overall mean Z‑score, calculated across all
samples and analytes. This score is affected by late and amended results. A penalty is applied
for each result received late and/or amended. Amended results are more heavily penalized in
the calculation of the performance score. After all penalties are applied, an individual score is
normalized based on the number of individual results reported by the laboratory. Laboratories
submitting data before a sample close with no subsequent amendment after the sample close are
not affected by penalties.

The distribution of overall performance scores is divided into five quintiles (20% percentile groups).

• The lowest performance score is shown on the left (best performance).

• The highest score is shown on the on the right.

• The number of laboratories contained in each quintile is shown at the top.

• Your laboratory’s performance is indicated by the “Your Result” arrow.

4 Worldwide Peer Performance Score Histogram

The Worldwide Performance Histogram shows all participants in the program cycle. “Your Result”
shows your laboratory’s performance score compared on a worldwide basis.

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End-of-Cycle Report (Quantitative): Certificate of Acceptable Performance


The final page of the End-of-Cycle Report is the Certificate of Acceptable Performance. This certificate
lists all analytes that passed the acceptance criteria for the cycle.

For qualtitative programs, this certificate will appear as the last page of their Sample Report.

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Method Summary Report (Quantitative)


The Method Summary Report provides a summary of individual peer (instrument/reagent) and
method performance (not laboratory performance) among participating laboratories. You can use the
information in the Method Summary Report to evaluate peer/method/instrument performance. The
Method Summary Report is available at the end of each program cycle and is available to all registered
participants on www.QCNet.com.

The Method Summary Report consists of two main parts:

• Coversheet

• Analyte pages

Method Summary Report (Quantitative): Coversheet

1 Header
This section shows the following information:

• Report name

• EQAS Program name and catalog number

• Cycle number and cycle dates

2 Legend
This section provides descriptions of the abbreviations and symbols used on the Analyte pages.

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Method Summary Report (Quantitative): Analyte Pages

2
3
4

1 Header
This section shows the following information:

• Report name

• EQAS Program name and catalog number

• Cycle number and cycle dates

2 Analytes
• Appear in alphabetical order.

• Methods applicable to each analyte are shown in alphabetical order.

• The most commonly reported unit for the analyte.

• Instruments are listed in alphabetical order for each analyte/method combination.

3 Batch
Results are grouped by batch.

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4 Column heading

Identifies the type of result in each column.

Md – Mode

N – Number of results

M – Mean

CV – Coefficient of variation

U – Uncertainty

Subgroup Report (Quantitative)

`` Note: The Subgroup Report is optional. Contact EQAS Customer Support or your local Bio‑Rad
representative to set up a subgroup for an EQAS Program. See “Customer Support” on page 13
for contact information.

The Subgroup Report shows performance for each participating laboratory in a collective or common
interest group. The Subgroup Report is available at the close of each program sample. The report is
provided only in Microsoft® Excel® format to a designated subgroup leader.

Important: The Subgroup Report is available only on www.QCNet.com. Therefore, the


subgroup leader must have Internet access.

The subgroup leader identifies the participants in the subgroup. Participants in a subgroup provide their
approval for releasing results to the designated subgroup leader. If local or national regulations require
the release of laboratory results to an oversight body or organization, the Subgroup Report can also be
used for that purpose.

The Microsoft® Excel® format of the report is a powerful advantage. All normal spreadsheet capabilities
are available. Each spreadsheet can be imported to a compatible database for long‑term trending of
individual laboratories. The Subgroup Report is especially useful for large groups or affiliated laboratories,
but can also be used when identical instruments are present in an individual laboratory.

There are two templates provided with the Subgroup Report:

• Template 1
Includes all statistical comparative information generated for each laboratory in the subgroup, in
converted units.

• Template 2
Includes all statistical comparative information generated for each laboratory in the subgroup, in
reported units.

The Subgroup Report as a spreadsheet contains laboratory numbers in ascending order.

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• All laboratory numbers belonging to a subgroup are listed.

• Laboratories that did not submit a result for a given sample are noted in the spreadsheet as a dash
(‑) in the Result Value column. The entire row is highlighted in bold red text.

• Rows that have a Comparator Z‑score greater than or equal to 2.0 |Z‑score| appear in bold red text.
The level of comparison associated with the Z‑score is given.

Template 1
This template includes all possible categories reported on. It includes a header with the Program Name
and Catalog Number, Cycle Number, Sample Number and Sample Date. The data columns start
from the left and include: Lab Number, Lab Name, Analyte name, Instrument name, Instrument Code,
Method name, Method Code, Reagent name and Reagent Code, Result Value and the unit submitted,
a Converted Result and associated unit (for an easy comparison of values within the subgroup),
Comparator level, Comparator Z‑score, Comparator RMZ, Peer N, Peer Mean, Peer SD, Peer CV, Peer
U, Method N, Method Mean, Method SD, Method CV, Method U, Mode N, Mode Mean, Mode SD,
Mode CV, Mode U and any Unreportable Results (UR) Codes submitted. Results outside acceptable
limits (≥2.0 |Z‑score|) or missing results are highlighted in bold red text.

Template 2
This template includes all possible categories reported on. It includes a header with the Program Name
and Catalog Number, Cycle Number, Sample Number and Sample Date. The data columns start
from the left and include: Lab Number, Lab Name, Analyte name, Instrument name, Instrument Code,
Method name, Method Code, Reagent name and Reagent Code, Result Value and the unit submitted,
a Converted Result and associated unit (for an easy comparison of values within the subgroup),

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Comparator level, Comparator Z-score, Comparator RMZ, Peer N, Peer Mean, Peer SD, Peer CV, Peer
U, Method N, Method Mean, Method SD, Method CV, Method U, Mode N, Mode Mean, Mode SD,
Mode CV, Mode U and any Unreportable Results (UR) Codes submitted. Results outside acceptable
limits (≥2.0 |Z-score|) or missing results are highlighted in bold red text. All statistical comparative
information is expressed in reported units.

Subgroup Report (Qualitative)


Note: the Subgroup report is optional. Contact EQAS Customer Support or your local Bio-Rad
representative to set up a subgroup for an EQAS Program. See “General Inquiries” on page 12 for
contact information.

The Subgroup Report shows performance for each participating laboratory in a collective or common
interest group. The Subgroup Report is available at the close of each sample. The report is provided only
in Microsoft Excel format to a designated subgroup leader.

The Subgroup leader identifies the participants in the subgroup. Participants in a subgroup provide
their approval for releasing results to the designated subgroup leader. If local or national regulations
require the release of laboratory results to an oversight body or organization, the Subgroup Report can
also be used for that purpose. The Microsoft Excel format of the report is a powerful advantage. All
normal spreadsheet capabilities are available. The Subgroup Report is especially useful for large groups
or affiliated laboratories, but can also be used when identical instruments are present in an individual
laboratory.

• The Subgroup Report as a spreadsheet contains laboratory numbers in ascending order and all
numbers belonging to that subgroup are listed.

• Laboratories that did not submit a result for a given sample are noted in the spreadsheet as a dash
(-) in the Submitted Response column. The entire row is highlighted in bold red text.

• Rows that have an evaluation outside of consensus appear in bold red text.

• Laboratories that submitted an Unreportable code will have that code number displayed in the
Unreportable column and the entire row will be highlighted in bold red text.

• The Subgroup report includes a header with the Program Name and Catalogue Number, Cycle
number, Sample Number, Sample date and Subgroup leader Laboratory number. The data
columns starts from the left and include: Lab Number, Lab Name, Analyte name, Instrument name,
Instrument code, Method name, Method code, Reagent name, Reagent code, Submitted response,
Comparator, N, Evaluation (Within Consensus, Outside Consensus or No Consensus), Response 1
(name), % Response 1, Response 2 (name), % Response 2, …

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In This Chapter
How to Interpret the Sample Report...................................................................................................... 93
How to Interpret the End‑of‑Cycle Report.............................................................................................. 99
How to Use the Method Summary Report........................................................................................... 102
How to Use the Subgroup Report....................................................................................................... 102
How to Use the Quality Specification Subgroup Report....................................................................... 102

How to Interpret the Sample Report

Review the Coversheet


• Identify any exceptions.

• Make sure the reported results and units accurately reflect your instrument configuration and that no
transcription errors occurred. Transcription errors are the most commonly reported errors.

Are there any


exceptions?

Are the results and


units correct?

• Look at your result’s comparator. The ideal comparator is your Peer, then Method, and finally All
Results or Mode. However, in cases where multiple modes exist for an analyte, your comparison

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will be made at either the Peer or Mode level. Method comparisons will still be displayed for your
information.

• Comparison at the Method or All Results or Mode level can reflect non‑instrument specific
differences.

What is the
comparator?

Review the Configuration Report


Make sure the following configuration is correct for each analyte. This is especially important when you
first submit results after you make changes to your configurations.

• Instrument • Reagent

• Method • Unit

Are the configurations


correct?

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Review the Sample Summary Report


Verify that your reported units and results reflect your instrument results and that no transcription error
occurred.

Review the Analyte Report


• Review the individual Analyte Reports. An analyte for which no method registration was submitted
will not be included in the report.

• Review the Comparative Statistics section.

• If less than 9 results are received for your peer group, your comparison will be either to Your Method
(for analytes with a single mode) or to Your Mode (for analytes with multiple modes).

• Your peer group is shown above “Your Result.”

• Consider the following in your review:

• Are there a significant number of labs reporting (N)?

–– How close is your result to the Mean of your comparator?

–– Is the CV high?

–– Is the expanded uncertainty (U) close to zero?

–– Is the Z‑score significantly different from the RMZ for this sample? If so, view the Z‑score Trend
Charts to detect any trends.

–– Is Your Deviation percentage (%) high?

–– Does there appear to be a bias between your comparator and that of the next comparator level,
Mode (for multi‑modal distributions) and Method, or All Results (for uni‑modal distributions)?

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Review the Histograms

Look at the arrow indicating Your Result relative to the comparator distribution. Your Result arrows are
not displayed for late or amended results. You can investigate if there are differences between Peer,
Method, and All Results or Mode distributions. The example below shows the laboratory reporting a
slightly higher result than mean of their Peer, Method, and Mode distributions. The example laboratory
has a slight positive bias for this test.

The histograms display the lowest and highest reported values along the X‑axis, with a maximum of
5SD. Values outside this range will be compressed in to the 5SD limit.

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Review the Z‑score Trend Charts

1 Use the Levey‑Jennings Chart to review your laboratory’s performance over time. In the example
below, you can see a downward trend which indicates a negative bias trend.
2 The Yundt Plot indicates the negative trend is across all concentrations because most of the
laboratory’s Z‑score values fall below the zero value line.

If your results are consistently different than other laboratories, some logical questions are:

• Is my method coded correctly?

• Is the difference significant?

• Do I need to investigate further?

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Review the Data on File Report


• Review the Data on File Report and look for any consistent exceptions across multiple samples.

–– This could indicate a systematic problem.

–– It could also be due to incorrect configuration of the test that led to an incorrect comparison.

• Look for exceptions within one sample.

–– Are the majority of the results flagged?

–– This could indicate a problem with this specific sample (reconstitution, dilution, storage, incorrect
sample analyzed).

Are there any


trends?

For further assistance with interpreting your results, refer to the EQAS Sample Report Flowchart and
Checklist. These tools are available on the EQAS tab of the QCNet™ website (www.qcnet.com).

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How to Interpret the End‑of‑Cycle Report

Review the Coversheet


The Exceptions section on the Coversheet shows analytes with fewer than 9 reported results on the
same test configuration for the cycle. Although the End‑of‑Cycle Report provides some statistical
analysis, it is highly recommended that each laboratory submit at least 9 results per analyte per cycle.
Please consider this for the analytes shown when interpreting this report.

Are there any


exceptions?

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Review the Cycle Data on File Report


• The Cycle Data on File Report is similar to the Sample Report Data on File Report. However, the
End‑of‑Cycle Report reflects the recalculated statistics with late and amended results included in
the data set. Due to this recalculation, your evaluation might be different from your Sample Report
statistics.

• Review the Cycle Data on File Report and look for any consistent exceptions across multiple
samples. This could indicate a systematic problem. It could also be due to an incorrect configuration
of the test.

• Look for exceptions within one sample. Are the majority of your results marked with exceptions? This
could indicate a problem with this specific sample (reconstitution, dilution, storage, wrong sample).
If multiple identical analytes and units are shown in this report for the same instrument, it might
indicate there was a change in configuration (method, reagent) during the cycle.

Are there consistent


exceptions across
multiple samples?

Are the majority of


results marked
with exceptions?

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Review the Analyte Summary Report


The Analyte Summary Report groups your results by replicate samples (or concentrations) shown as
batches. There are four batches in every cycle.

• Do the replicate samples agree?

• Are the batch statistics comparable or are there significant differences between the different
batches?

• The Regression Line Analysis provides a graphical view of replicate precision and bias at different
concentrations.

Are the batch


statistics comparable?

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How to Use the Method Summary Report


The Method Summary Report is helpful to assess how instruments using similar methodologies/reagents
compare to one another and to those instruments using different methodologies/reagents. This is useful
information to review if your laboratory is considering a change in the current instrument, reagent, or
methodology for a test.

How to Use the Subgroup Report


You can use the Subgroup Report to assess the performance between different laboratories or between
identical instruments reporting with different lab numbers within a single laboratory. All individual
participant statistics are provided in the report. It is up to the subgroup leader to use this information.
You can sort the Subgroup Report by performance criteria such as Z‑score which can be useful to
identify laboratories requiring additional investigation of their results or follow up by the subgroup leader
regarding performance.

How to Use the Quality Specification Subgroup Report


Subgroup leaders may further evaluate performance of all labs in their jurisdiction against local regulatory
or scientific specifications in a single Excel report. The Quality Specification Subgroup Report provides
a snapshot of the Subgroup Report parameters along with evaluations against alternative specifications
(Ex. Biological Variation (BV), CLIA, RiliBÄK, RCPA, QMP_LS, and GOST (Russia) criteria).

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In This Chapter
How to Interpret the Peer Qualitative Sample Report........................................................................... 104
How to Interpret the Peer-Method-All Results Qualitative Sample Report............................................. 108

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How to Interpret the Peer Qualitative Sample Report

Review the Coversheet


• Identify any exceptions. Are there any missing results?

• Make sure the reported results accurately reflect your instrument configuration and that no incorrect
responses have been reported.

Are there any


exceptions?

• If any results are outside consensus, please review the next report pages.

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Review the Configuration Report


Make sure the following configuration is correct for each analyte. This is especially important when you
first submit results after you make changes to your configurations.

• Instrument

• Method

• Reagent

Are the configurations


correct?

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Review the Sample Summary Report


This report can provide a quick overview of all your reported results. Please verify that all results reflect
your instruments results and that no data entry error has occurred.

Review the Peer Qualitative Sample Report


• Review your result and evaluation, if less than 5 results are received for your peer no evaluation will
be done (N <5 will be displayed in the evaluation field). Check if there is a reference value available
(displayed below the Month: Peer legend) to compare against? If yes, how does my result compare
to this reference value?

• If your result is within consensus, the result bar will be highlighted in green. Your result corresponds
with 80% or more of your peer group so your performance is comparable with your peer.

• If your result is outside consensus, the result bar will be highlighted in red. Your result does
not correspond with 80% or more of your peer group and performance of the test should be
investigated:

–– Is my result close to the consensus or not?

–– Is it the first time my result is outside of consensus or has this happened before?

–– If this is not the first time my result is outside consensus, is there a systematic occurrence? For
example, are only the high results outside of consensus?

–– Is there a reference value available (displayed below the Month: Peer legend) to compare
against? If yes, how does my result compare to this reference value?

–– How is my result compared to the top reporting instruments?

• If your peer has no consensus (less than 80% of the results are in agreement), the result bar is not
highlighted. You can still proceed to investigate your performance, but please also investigate if there
are any peer related performance issues:

–– Is my peer the only peer without consensus?

–– Is the peer close to consensus? What is the number of participants? There can still be value in a
consensus lower but close to 80%.

–– Is this the first time there is no consensus, or does this happen regularly?

–– Is there any systematic occurrence? For example, are only the (high) positive results showing no
consensus?

–– Is there a reference value available (displayed below the Month: Peer legend)? If yes, how does
my peer compare to this reference value?

–– Are the top reporting instruments in consensus? And how does it compare to your peer?

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Review the Data on File Report


• Review the Data on File Report and look for any consistent exceptions across multiple samples.

–– This could indicate a systematic problem.

–– It could also be due to incorrect configuration of the test that led to an incorrect comparison.

• Look for exceptions within one sample.

–– Are the majority of the results flagged?

–– This could indicate a problem with this specific sample (reconstitution, dilution, storage, incorrect
sample analyzed).

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How to Interpret the Peer-Method-All Results Qualitative


Sample Report

Review the Coversheet


• Identify any exceptions, are there any missing results?

• Make sure the reported results accurately reflect your instrument configuration and that no incorrect
responses have been reported.

• Look at your result’s comparator. The ideal comparator is your peer, then Method and finally All
Results.

Are there any


exceptions?

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• Comparison at Method or All Result level can reflect non-instrument specific differences.

What is the
comparator?

• If any results are outside consensus, please review the next report pages.

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Review the Configuration Report


Make sure the following configuration is correct for each analyte. This is especially important when you
submit results after you have made changes to any of the configurations.

• Instrument

• Method

• Reagent

Review the Sample Summary Report


This report can provide a quick overview of all your reported results. Please verify if all results reflect your
instruments results and no data entry error has occurred.

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Review the Peer-Method-All Results Qualitative Sample Report


• Review your result and evaluation, if less than 5 results are received for your peer, your comparison
will be either your Method (if at least 5 results are received) or All Results. Notice the arrow is
displayed next to the comparator group you are evaluated against!

• If your result is within consensus the result bar and your result arrow will be highlighted in green. The
colored arrow indicates at which level your comparison is done (ideally this is peer, but if less than 5
results are received for the peer you will be compared against the Method. If less then 5 results are
received for the Method you will be compared against All Results.) Your result corresponds with 80%
or more of your peer group so your performance is comparable with your comparator group.

• If your result is outside consensus the result bar and your result arrow will be highlighted in red. Your
result does not correspond with 80% or more of your comparator group and performance of the test
should be investigated:

–– At what comparator level has my result been evaluated?

–– Is my result close to the consensus or not?

–– Is it the first time my result is outside of consensus or has this happened before?

–– Is there a reference value available (displayed below the Peer legend) to compare against? If yes,
how does my result compare to this reference value?

–– How is my result compared to the top reporting instruments?

• If your comparator has no consensus (less than 80% of the results are in agreement) the result bar
and your result arrow is not highlighted. You can still proceed to investigate your performance, but
please also investigate if there are any peer related performance issues:

–– Is my comparator the only peer without consensus?

–– Is the comparator close to consensus? What is the number of participants? There can still be
value in a consensus lower but close to 80%.

–– Is this the first time there is no consensus, or does this happen regularly?

–– Is there a reference value available (displayed below the Peer legend)? If yes, how does my peer
compare to this reference value?

–– Are the top reporting instruments in consensus? And how does it compare to your peer?

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Review the Data on File Report


• Review the data on file report and look for any consistent exceptions across multiple samples.

–– This could indicate a systematic problem

–– This could also be due to incorrect configuration of the test that led to an incorrect comparison.

• Review the data on file report and look for any consistent exceptions within a specific sample.

–– Are the majority of the results flagged?

–– This could be due to a problem with a specific sample (storage, incorrect sample analyzed, etc.)

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chapter 8

Statistics and Algorithms Used in


EQAS Reports

In This Chapter
Statistics Used in the Sample Report................................................................................................... 113
Statistics Used in the End‑of‑Cycle Report.......................................................................................... 116
Method Summary and Subgroup Report Statistics.............................................................................. 118

Statistics Used in the Sample Report

N
The number of results received. Defines the number of data points in the data set.

Robust Mean
The estimate of the population mean using a robust algorithm. Refer to the International Standard, ISO
13528 (2005), Annex C, Robust analysis, Algorithm A for more information.

Robust Standard Deviation (σ)


The estimate of the population standard deviation using a robust algorithm. Refer to the International
Standard, ISO 13528 (2005), Annex C, Robust analysis, Algorithm A for more information.

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Chapter 8: Statistics and Algorithms Used in EQAS Reports

Non‑robust Mean (x) and Standard Deviation (SD)


The traditional mean and SD calculation formulas. In some circumstances, the robust statistical process
may not be used to evaluate the comparator statistics. In such cases “traditional” statistics are used. The
use of traditional (non‑robust) statistics occurs in cases where the consensus group’s standard deviation
is zero. This is encountered when 50% or more of the results submitted are of the same value.

x = Σ x /n
n

Where: Σ = sum
xn = each value in the data set
n = the number of values in the data set

Σ(xn – x)2
SD =
√ n–1

Where: SD = standard deviation


x = mean (average) of the QC values
Σ(xn – x) 2
= the sum of the squares of differences between
individual QC values and the mean
n = the number of values in the data set

Coefficient of Variation (CV)

Coefficient of variation is the relative standard deviation (that is, the standard deviation expressed as a
percentage of the mean). The CV is useful because it is independent of concentration.

CV = (SD ÷ x) x 100

Where: SD = standard deviation


x = mean

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Uncertainty (U)
Standard uncertainty of the assigned value is estimated. It is an indicator in the confidence of the
comparator mean (assigned value). Lower values, close to zero, indicate low uncertainty. Higher values
indicate greater uncertainty (or reduced confidence) in the comparator results. When the assigned
value is derived as a robust mean calculated using Algorithm A, the reported U represent expanded
uncertainty expressed at approximately the 95% confidence level using a coverage factor of k=2.

σ
U = 1.25 x xk
√ n
Where: σ = the robust standard deviation
n = the number of values in the data set
k = defined coverage factor of 2

Z‑score
The Z‑score is the number of comparator SD that your result differs from the comparator mean. The
Z‑score is a measure of your laboratory’s bias relative to your comparator group. Care should be taken
when your comparator is comprised of other instruments or methods.

A Z‑score result may be considered:

Acceptable if: |Z‑score| ≤ 1.25


Acceptable to marginal if: 1.25 <|Z‑score| < 1.49 (investigation may be required)
Marginal if: 1.5 < |Z‑score| < 1.99 (investigation recommended)
Unacceptable if: |Z‑score| ≥ 2.0 (remedial action usually required)

Your Result – Comparator Mean


Z-score =
Comparator SD

RMZ
Running Mean Z‑score. This is the average Z‑score for the last six samples for a particular analyte or
parameter. This is cycle independent.

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Percentage Deviation (%)


The mean bias of a laboratory’s result relative to the comparator mean, expressed as a percent.

Your Result – Comparator Mean


% = x 100
Comparator Mean

Histogram
The minimum and maximum values shown on the X‑axis of the comparator histograms are determined
by a maximum of ± 5 SD of the comparator mean. If the extreme values are lower then 5 SD, they will be
used. The number of participants is shown on the Y‑axis in the tallest histogram bar.

Statistics Used in the End‑of‑Cycle Report


End‑of‑Cycle statistics are presented by batches, with each batch comprised of three replicate samples
tested throughout the program cycle.

• Your Lab Z-score:

Your Result – Comparator Mean


Comparator SD

• Your Batch Z-score:

Your mean batch result – Comparator batch mean


Comparator batch SD

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Chapter 8: Statistics and Algorithms Used in EQAS Reports

Cycle Comparative Statistics


N, robust mean and standard deviation, Non‑robust (traditional) mean and standard deviation, CV and U
are all described in “Statistics Used in the Sample Report” earlier in this chapter.

Mean bias is similar to “Your Deviation” percentage (%) in the Sample Report, however the laboratory’s
batch mean replaces the lab’s sample result and the comparator batch mean replaces the mean
comparator result.

(Lab mean of batch – Comparator mean of batch)


Mean bias = x 100
Comparator mean of batch

Batch Z‑score Histogram


Batches are noted as 1, 2, 3, or 4. Your laboratory’s mean Z‑score for the batch is identified with a
downward arrow. The X‑axis denotes overall Z‑scores (negative to positive) such that 95% of the
laboratories are reflected. The Y‑axis denotes the number of laboratories.

Regression Line Analysis


The Regression Line Chart is plotted for:

Lab result vs. Comparator mean*

After the regression line is calculated the points are plotted on the curve to illustrate the bias graphically.
The lab submitted result for each sample is the Y coordinate while the comparator mean for that sample
is the X coordinate. This is plotted for each sample reported by the laboratory. Confidence intervals for
the slope and the intercept are calculated as well as the correlation coefficient.

* Where methods are multi‑modal, the Mode mean vs. Peer mean regression line will be plotted.

Mean Z‑score Report


Your laboratory’s mean bias (mean absolute Z‑score across all batches) is shown numerically for each
reported analyte. Also shown is a linear scale of the overall bias for the analyte for all participants in the
same comparator group. The best 10%, 50%, and 90% is reflected on this scale with the participating
laboratory’s mean method Z‑score across all batches.

• A percentile value is calculated for each reported analyte. It indicates how your laboratory’s
value corresponds to the location of the mean Z‑score for the particular instrument and analyte
combination in relation to your comparator group.

• A lower percentile indicates better performance in relation to your comparator group.

• If you are the only lab in the comparator group, no comparison will be possible and a dash (‑) will be
displayed.

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Chapter 8: Statistics and Algorithms Used in EQAS Reports

National and Worldwide Performance Score Histograms


• Your laboratory is ranked in quintiles based on your performance against national and overall
participants as two separate histograms.

• The Y‑axis is the number of laboratories.

• The X‑axis is unnamed and shows the “best” performance at the far left.

• The laboratory’s overall performance is noted as to which quintile they fall in and scored based on
the following algorithms:

–– Late result: |Z‑score| + 0.2

–– Amended result: |Z‑score| + 0.4

–– Your laboratory’s results are then normalized based on the number of results reported.

Method Summary and Subgroup Report Statistics


All statistics presented in the Method Summary and Subgroup reports have been covered in the
“Statistics Used in the Sample Report” section. Please refer to that section if additional information is
required.

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chapter 9

Frequently Asked Questions

Question: Can I join an EQAS Program after a cycle has started?


Answer: Yes, however it is subject to the availability of inventory.

Question: What if I make an error in reconstituting the sample?


Answer: Contact your local Bio‑Rad representative. Bio‑Rad can supply another vial for you to
assay (subject to available inventory). Full instructions on reconstitution and storage are
described in the package insert that comes with the product.

Question: Are the samples animal or human‑based?


Answer: EQAS Samples are human based when technically feasible.

Question: How do I change my test method?


Answer: Changes may be made in the Test Setup menu of EQAS Online or EQAS Mobile at any
time during the cycle. Remember to select the sample number from which the changes
will apply.

Question: Some assays are carried out infrequently in my laboratory. Can I submit results after the
Sample Due Date?
Answer: Yes. Results may be submitted at anytime within the cycle (and within the sample
expiration date). A retrospective, updated report will be available online within 24 hours.
Late results will be flagged on your report, and your results will not be part of the
comparator statistics.

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Chapter 9: Frequently Asked Questions

Question: Do you have a customer complaint procedure?


Answer: We hope you do not have cause to complain. If this occurs, please contact our
Customer Support by email or telephone as soon as possible so that we can act
promptly. All complaints are logged into a database and given a reference number. We
are continually reviewing our database to improve our service to you. See Chapter 2,
“EQAS Contact Information” for details.

Question: Can Bio‑Rad provide technical advice and help?


Answer: Yes. Bio‑Rad has qualified staff that can help you on technical issues relating to our
EQAS Programs or quality control in general. Bio‑Rad can also provide you with
additional data to assist in solving quality control related problems. Please contact
EQAS Technical Support. See Chapter 2, “EQAS Contact Information” for details.

Question: Why am I compared using the Method comparator instead of the Peer comparator?
Answer: There were an insufficient number of participants reporting on the same instrument/
reagent for that sample at the time of the sample close. Although there must be at least
9 accepted peer‑specific results for a formal comparison to be made at the Peer level,
laboratories should evaluate their peer comparison when fewer than 9 participants’
results were accepted. The EQAS Program comparator for that analyte/sample
combination will however, be made at a Method or Mode/All Results level depending on
the number of accepted results.

Question: My data more closely reflects a different Mode. How can I change modes?
Answer: We appreciate that you are carefully reviewing the comparisons in your EQAS report.
If you feel that your comparison better fits another mode, contact EQAS Technical
Support at eqas_support@bio‑rad.com. You will work with Technical Support
personnel to establish if your method should be placed in another mode and if so, what
configuration is appropriate to use.

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Chapter 9: Frequently Asked Questions

Question: What does it mean when “Insufficient results for calculation of your statistics” appears
on the Coversheet of my End‑of‑Cycle Report?
Answer: The data submitted for the analyte during the program cycle did not include at least
9 results on the same instrument/reagent. Although you will receive some statistical
calculations of your laboratory’s performance, there are an insufficient number of
acceptable results for credible analysis.

Question: I sent in corrected (or late) data. When will the updated report be posted to EQAS
Online?
Answer: Your update report will be available on EQAS Online within 24 hours of submitting your
results.

Question: Why did I not receive my Certificate of Achievement for the last program cycle?
Answer: To receive a Certificate of Achievement, a laboratory must submit a minimum amount of
acceptable data for at least one analyte in a program cycle. The minimal amount is 9*
results for the same analyte within ± 3.0 Z‑score of the comparator during the cycle.

(* a minimum of 6 results are required for EQAS Hematology)

Question: Can I report both qualitative and quantitative results for my tests?
Answer: Yes. For the Infectious Disease Programs, you will find two programs to register and
enroll in through EQAS Online; one for Quantitative and one for Qualitative reporting.
Results can be entered for both programs and corresponding reports retrieved through
EQAS Online.

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chapter 10

Glossary

Algorithm A

The robust mean and standard deviation (SD) algorithm described in ISO 13528, “Statistical methods
for use in proficiency testing by interlaboratory comparisons.” This is the primary algorithm used in the
EQAS Program to calculate (estimate) the robust mean and SD of each comparator.

All Results

One of the consensus groups in the EQAS Program. “All Results” is a comparator that includes all users
reporting the same analyte for a specific EQAS sample. No differentiation is made between instruments,
methods, or reagents. This comparator has the most data points, but is the least specific group of
comparison for EQAS results. The All Results comparator is only provided for uni‑modal analytes.

Amended Result

A result sent to Bio‑Rad after a sample close that replaces a previously reported result. An amended
result submitted by the laboratory is identified in the EQAS reports by an asterisk (*) next to the result.
Amended results are compared to the dataset that was in place at the time the sample closed. These
are not included in the dataset until a recalculation at the end of a cycle to include all late and amended
results.

An amendment to a submitted result will be made as requested by the participant. Such amended
results will be flagged in your EQAS reports. Your laboratory should note the reason for the amended
result in the comment section of your EQAS report. Corrections made on Bio‑Rad’s behalf (error in data
entry) will be corrected and an amended result flag will not appear in your EQAS report for that result.
The comparison will be to the dataset that was in place at the time of sample close.

Analyte

A substance or constituent for which the laboratory conducts testing.

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Chapter 10: Glossary

Arithmetic Mean (Non‑Robust Mean)

1) The sum of values divided by the number of values.

2) The Bio‑Rad EQAS Program uses this formula when a robust calculation of the comparator mean is
not possible.

Assay

1) A quantitative determination or measurement of the amount, activity, or potency of a constituent; a


quantitative assessment of an analyte.

2) To analyze or measure a sample of a specimen to determine the amount, activity or potency of a


specific analyte or substance.

Assay Range

The upper and lower limits of the amount, activity, or potency of a specific analyte between which
measurement is possible.

Batch

A single, homogeneous quantity of product manufactured at the same time. For EQAS, there are
typically four batches in each program cycle, with each batch comprised of three replicate samples.

Batch Z‑score Histogram

A visual representation (see histogram) of participants’ Z‑score distribution in a given batch. The X‑axis
(horizontal) shows the Z‑score value (0 as central value). The Y‑axis (vertical) shows the highest number
of results in a given bar.

Bias

1) A measurement of how far an observed value is from the consensus value. This can be expressed
as a percentage (as in percentage deviation) or as a Z‑score.

2) The systematic deviation of the test results from the consensus value. One or more systematic error
components may contribute to the bias.

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Chapter 10: Glossary

Comparator or Consensus Group

Laboratories’ submitted results that are statistically compared together for a select analyte/parameter
within a defined EQAS sample. Your comparator is that against which your own result was evaluated
for a determination of laboratory performance and is the value plotted on the top of the Levey‑Jennings
chart. Your comparator is dependant on the dataset being uni‑modal or multi‑modal. At each
comparator level, at least 9 results should be received for your lab’s comparison to be made at that level.
The comparators or consensus groups are (from most specific to least specific): Peer, Method, Mode, All
Results.

• Peer (most specific)


The Peer consensus group consists of all laboratories using the same instrument, reagent, and
analytical method of a test. This is the ideal group for comparison.

• Method (next specific)


The Method consensus group includes laboratories using the same analytical method of a test. If
there are an insufficient number of laboratories in the Peer group, the Method group will be your next
level of comparison with the following exception: Should a Method have a multi‑modal distribution of
results, your comparator level will go from Peer to the Mode level.

• Mode (less specific)


The Mode consensus group is comprised of methods (can be one or more) or instrument and
reagent (peer) combinations that together produce a similar result that is significantly different than
other results being reported for the same analyte or parameter. When all instruments and methods
produce similar results for a given analyte or parameter, there is no need to establish modes.
Instead, the comparison will be to all returned results (All Results).

• All Results (least specific)


The All Results consensus group includes results from all laboratories reporting for the same analyte
in the sample.

Comparison

An assessment or correlation of two or more things such that similarities and differences between them
are identified.

Concentration

A measure of the amount of dissolved substance per unit of volume.

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CV

Coefficient of variation.

1) A measure of relative precision.

2) For a non‑negative characteristic, the ratio (displayed as a percentage) of the standard deviation to
the mean.

3) The CV is useful because it is concentration independent.

CV = (SD / mean) × 100

EQA

External quality assessment.

EQAS®

External Quality Assurance Services.

Histogram

1) A graph that uses bars (rectangles) to display the frequency of the values (reported or calculated
dataset) by their relative height.

2) A visual interpretation of a dataset in which individual points are grouped in ranges or bins and the
frequency of their occurrence displayed.

Interlaboratory

Between different laboratories.

ISO

1) International Organization for Standardization.

2) An international body of experts that sets general standards of performance.

Late Result

A participant submitted result for a select sample that is received at Bio‑Rad EQAS after that sample has
closed (Sample Due Date). Late results are identified in EQAS reports by a symbol or as text. Late
results are compared to the dataset that was in place at the time the sample was closed. They are not
included in the dataset until a recalculation at the end of a cycle to include all late and amended results.

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Chapter 10: Glossary

Levey‑Jennings Chart

A commonly used trend chart in which individual deviation measurements are plotted around a line
representing zero deviation. Allowable limits of error (Z‑score lines) are displayed in parallel to the zero
deviation line. These limits being defined deviations from the consensus mean, ± 1.0, 2.0 and 3.0
Z‑score. Time is displayed on the X‑axis (horizontal). The consensus mean for your comparator is
noted on the top of the Levey‑Jennings chart. This chart provides a visual representation of how well a
laboratory test is working.

Lyophilized

The characteristic describing the result of the process of vacuum‑freeze‑drying a liquid material to make
its components more stable.

Matrix

Refers to the physical and chemical nature of the specimen, the substances present and their
concentration.

For example: urine, serum, plasma, or whole blood.

Method

1) Method is a comparator encompassing users reporting on the same analyte using a specific
methodology. This is generally the second level of comparison for your results. There is no
differentiation between instruments or reagents at this comparator. There must be at least 9 results
present at the Method comparator level, or your comparison assessment moves to the next level (All
Results). For multi‑modal data distributions, comparison at Your Method is provided for informational
purposes only.

2) Methodology.

Methodology

The means by which an analyte is measured.

Missing Result

A laboratory result that was expected by Bio‑Rad EQAS for a registered test but not received prior to the
close of a sample (Sample Due Date). A missing result is identified in your EQAS reports with the
symbol @ and a dash (‑) in place of the missing value.

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Chapter 10: Glossary

Mode

A comparator comprised of methods (can be more than one) or instrument and reagent (peer)
combinations that together, produce a similar result that is significantly different than other results being
reported for the same analyte or parameter. The Mode is a subset of the “All Results” comparator.
Modes are only created when there is a multi‑modal distribution of the results. This allows for a more
specific estimation of a laboratory’s comparison versus the use of all reported results.

Used to indicate the number of results received or the number of values in a dataset.

National Performance Score Histogram

A visual representation of the performance scores of all laboratories within the same country in a
given program cycle. The X‑axis (horizontal) shows a quintile distribution of performance scores for
participating laboratories. The best scores are located to the left side of the graph. The Y‑axis (vertical)
reflects the number of participants. The number of participants in each quintile is displayed above
the associated histogram bar. The performance score for each laboratory is calculated by creating an
overall peer mean, absolute Z‑score across all samples and analytes. Penalties are applied for late
and amended results submitted by the laboratory, then normalized based on the number or results
the laboratory reported in the cycle. Your laboratory’s performance relative to others in your country is
indicated as placement in one of the quintiles.

Peer

Peer describes the comparator level where participants are reporting the same analyte with the same
methodology on the same instrument or instrument grouping with similar reagents. This is the most
specific level of comparison for your results. If there are less then 9 results present in the dataset, your
comparator level will move to the next level (Method or Mode).

Percentage Deviation (%)

The bias of your laboratory’s result expressed as a percentage of the reported comparator mean.

Your result – Comparator mean


× 100
Comparator mean

Proficiency Testing/External Quality Assessment

A program in which multiple blind specimens are periodically evaluated by a group of laboratories for
interlaboratory analysis and/or identification. Each laboratory’s results are compared with those of
the other laboratories in the group and/or with an assigned value, and reported to the participating
laboratory and others.

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Chapter 10: Glossary

Quality Specifications

Criteria for evaluation of acceptable analytical performance based on clinical outcome, biological
variation, expert opinion, or State-of-the-Art statistical analysis.

Quintile

A data set representing 20% of the total population. The first quintile represents the first one‑fifth of the
population (1%–20%); the second quintile represents the second fifth (21%–40%) etc.

Random Error

An error in measurement that occurs in an unpredictable way. Random errors do not affect
measurements the same way. They may produce either a positive or negative deviation, the direction
and magnitude of which cannot be predicted. This is in contrast to systematic error, which affects all
measurements in the same way. It is not possible to correct for random error.

Reagent

A substance that produces a reaction, especially one that can be used to detect, measure or produce
another substance that results in an “answer” for a particular test.

RMZ

Running Mean Z‑score. An ongoing (within or across cycles) average of the Z‑scores of the last six
samples for a given analyte.

Robust Mean

An estimate of the dataset mean using a robust algorithm. This algorithm calculates the mean and
standard deviation of the dataset through an iterative statistical process. For additional information, refer
to the International Standard, ISO 13528 (2005), Annex C, Robust analysis, Algorithm A.

Robust Statistics

Robust statistics are based on the assumption that a given dataset exhibits a normal distribution of
measured values contaminated with a small portion of outliers. The robust statistic is not excessively
affected by the outliers. These statistics are calculated by downweighting the data points that are distant
from the mean and then compensating for that downweighting.

Sample Close

A sample is closed on the Sample Due Date. This is when the dataset is established and a statistical
analysis is performed to provide each reporting laboratory a comparison of their performance for that
sample.

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Chapter 10: Glossary

Sample Due Date

The date on which a sample’s results are to arrive at Bio‑Rad EQAS for the statistical analysis. The
results will be accepted until 20:00 GMT time on the specified date. Sample Due Dates are displayed for
each EQAS Program on the sample vial label and in various documents. Results received after this due
date will be represented as late in the EQAS reports.

Standard Deviation (SD)

A statistic that quantifies the degree of dispersion or spread of a set of data points around the mean
value of a Gaussian or normal distribution.

Standard Deviation Index (SDI)

A statistical measure that is expressed as Z‑score in the EQAS Program.

Subgroup

A group or collective of laboratories with a common interest in an EQAS Program. These laboratories are
grouped together in special reports that are generated and distributed to a designated subgroup leader.

Systematic Error

An error that affects all measurements in the same way. This error produces measurement bias or
deviation in the same direction (positive or negative). Systematic error is predictable and may be
corrected.

Test

A unique combination of instrument, reagent, method and unit for a given analyte or parameter.

Trend

1) A gradual often subtle, increase or decrease in a laboratory’s values and possibly patient values.

2) A type of systematic error.

Uncertainty (U)

This is a non‑negative parameter characterizing the dispersion of the values attributed to a measured
quantity. The uncertainty has a probabilistic basis and reflects incomplete knowledge of the quantity.
In all EQAS reports, the U represents an expanded uncertainty of the consensus mean expressed at
approximately the 95% confidence level using a coverage factor of k=2.

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Worldwide Performance Score Histogram

A visual representation of the performance scores of all laboratories worldwide in a given program cycle.
The X‑axis (horizontal) shows a quintile distribution of performance scores for participating laboratories.
The best scores are located to the left side of the graph. The Y‑axis (vertical) reflects the number of
participants. The number of participants in each quintile is displayed above the associated histogram
bar. The performance score for each laboratory is calculated by creating an overall peer mean, absolute
Z‑score across all samples and analytes. Penalties are applied for late and amended results submitted
by the laboratory, then normalized based on the number or results the laboratory reported in the cycle.
Your laboratory’s performance relative to other participants worldwide is indicated as placement in one of
the quintiles.

Yundt Plot

A trend chart in which individual measurements are plotted directly on a control chart around the central
mean with Z‑score limit lines. In contrast to a Levey‑Jennings chart, the X‑axis (horizontal) shows the
analyte concentration (comparator means). The Yundt Plot can be used to visually detect concentration
bias, systematic errors and linearity errors.

Z‑score

A statistical measure of SDI in the EQAS Program.

1) A statistic that measures your laboratory’s bias relative to your consensus group.

2) The bias of your laboratory’s result expressed in standard deviations of the comparator. A Z‑score
of 1 indicates a 1 SD bias between your result and the comparator mean. The target Z‑score is 0,
which indicates that your result is identical to the comparator mean. The Z‑score can be calculated
using the following formula.

Your result – Comparator mean


Comparator SD

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