Page 1 of 103

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 ， ， ， ， ， ， ， ，
， ， ， ， ， ， ， ， ， ，
、 、 、 、 、 、 、
、 、 、 、

Page 3 of 103
➢

➢
➢
➢

Page 4 of 103
 .................................................................................................................................. 3
................................................................................................. 3
.................................................................................................................................................... 3
....................................................................................................................................... 4
..................................................................................................................................................... 5
1 ..................................................................................................................... 10
1.1 ................................................................................................................................ 10
1.2 ..........................................................................................................11
1.3 ................................................................................................... 12
2 ................................................................................................................. 13
2.1 ...................................................................................................................... 13
2.2 ....................................................................................................................... 14
2.2.1 ................................................................................................................ 14
2.2.2 .............................................................................................. 15
2.2.3 .......................................................................................................... 15
2.3 ................................................................................................... 16
2.3.1 ................................................................................................... 16
2.3.2 ........................................................................................................... 16
2.4 ................................................................................................. 17
2.4.1 ............................................................................................ 17
2.4.2 ................................................................................... 19
2.4.3 ....................................................................................... 20
2.4.4 ................................................................................................. 22
2.4.5 ...................................................................................................... 24
2.4.6 ............................................................................................. 24
2.5 .................................................................................... 25
2.5.1 .................................................................................................. 25
2.5.2 .......................................................................................................... 26
2.5.3 ....................................................................................................... 27
2.5.4 .................................................................................................. 27
2.6 Ⅱ ............................................................. 28
2.6.1 .......................................................................................... 28
2.6.2 Ⅱ ................................................................................... 28
2.7 .......................................................................................................... 29
2.8 Setting up Password Security Level ............................................................................... 29
2.9 Inventory Check Setting ..................................................................................................... 30
3 ......................................................................................................................................... 31
3.1 .......................................................................................................................... 31

Page 5 of 103
 3.2 ............................................................................................................ 32
3.3 ................................................................................................................................ 32
3.4 .............................................................................................. 32
3.5 Ⅱ .......................................................... 34
4 ......................................................................................................................................... 35
4.1 .................................................................................................................. 35
4.2 Ⅱ ..................................................................................... 36

4.3 Ⅲ ..................................................................................... 36
4.4 ..................................................................................... 37
4.5 ............................................................................................................................ 37
5 ........................................................................................................................ 39
5.1 ............................................................................................ 39
5.1.1 ........................................................................ 39
5.1.2 .................................................................................. 41
5.1.3 ........................................................................................................... 42
5.2 ............................................................................................................. 42
5.2.1 ...................................................................................................... 42
5.2.2 ......................................................................................... 43
5.3 ..................................................................................................... 44
5.4 .................................................................................................. 45
5.4.1 ........................................................................................................... 45
5.5 ........................................................................................... 46
5.6 .................................................................................................... 46
6 ...................................................................................................................... 47
6.1 ........................................................................................................... 47
6.1.1 ......................................................................................................... 47
6.1.2 .............................................................. 49
6.1.3 Batch Inbound ........................................................................................................... 50
6.1.3.1 By Excel Template ................................................................................................................50
6.1.4 ...................................................................................... 51
6.1.5 ........................................................................................................... 52
6.2 .................................................................................................................. 53
6.2.1 ..................................................................................... 53
6.2.2 ........................................................................................................... 54
6.2.3 ........................................................................................................ 54
6.2.4 ............................................................................................ 54
6.3 ..................................................................................................... 55
6.4 Description of New Lot No. Rule ........................................................................................ 55
7 ........................................................................................................ 57
7.1 ............................................................................................................... 57

Page 6 of 103
 7.1.1 ............................................................................................................. 57
7.1.2 ................................................................................................. 58
7.1.3 ................................................................................................................. 59
7.1.4 .......................................................................................... 59
7.1.5 .......................................................................................................... 60
7.2 ................................................................................................ 60
8 .............................................................................................................. 61
8.1 ....................................................................................................... 61
8.1.1 ..................................................................................................... 61
8.1.2 ........................................................................................... 63
8.1.3 Ⅲ ............................................................. 64
8.1.4 .......................................................................................................... 65
8.2 ................................................................................................................ 65
8.2.1 .................................................................................. 65
8.2.2 ........................................................................................................... 67
8.2.3 ........................................................................................................ 67
8.2.4 ........................................................................................ 67
8.3 ................................................................................................. 68
9 .......................................................................................................................... 69
9.1 ................................................................................................................... 69
9.1.1 .............................................................................................................. 69
9.1.2 ................................................................................................ 69
9.1.3 ............................................................................................. 70
9.1.4 ................................................................................................. 70
9.1.5 .......................................................................................................... 71
9.1.6 .................................................................................................... 71
9.1.7 .................................................................................................................. 72
9.1.8 ........................................................................................................ 72
9.2 ..................................................................................................................... 72
9.2.1 ................................................................................................... 72
9.2.2 ............................................................................................. 73
9.2.3 ..................................................... 74
10 .................................................................................................................................. 75
10.1 Ⅱ ................................................................................................... 75
10.1.1 ............................................................................................................ 75
10.1.2 ................................................................................................... 76
10.1.3 .......................................................................................................... 76
10.1.4 ........................................................................................................ 77
10.2 Ⅲ ................................................................................................... 77
10.2.1 ............................................................................................................ 77

Page 7 of 103
 10.2.2 ................................................................................................... 79
10.2.3 ........................................................................................................... 79
10.2.4 ........................................................................................................ 79
10.3 ......................................................................................................... 80
11 ............................................................................................................. 81
11.1 ................................................................................................................. 81
11.2 ....................................................................................................... 82
12 ....................................................................................................................... 85
12.1 ............................................................................................................... 85
12.1.1 .................................................................................... 85
12.1.2 ................................................................ 86
12.1.3 ........................................................................................................... 86
12.2 ............................................................................ 87
13 .................................................................................................................... 88
13.1 Ⅱ .................................................................................................. 88
13.1.1 .............................................................................................................. 88
13.1.2 ........................................................................................................... 88
13.1.3 Ⅲ ........................................................................................... 89
13.1.4 ........................................................................................................... 90
13.2 ................................................................................................... 90
13.3 .......................................................................................................... 91
14 ..................................................................................................................................... 92
14.1 ............................................................................................................... 92
14.2 .................................................................................................................. 92
14.3 Reagents Usage Summary ................................................................................................ 93

14.4 Reagents Usage Analysis ................................................................................................... 94

14.5 Consumable Income Ratio Summary ............................................................................... 95

15 ................................................................................. 97
15.1 ............................................................................................................. 97
15.2 .............................................................................................................. 97
15.3 ................................................................................................................ 99
16 Push Records .......................................................................................................................... 100
Appendix A. Configuration for Handheld Device.................................................................................... 101
WIFI ................................................................................................................................................. 101
Server Setting ................................................................................................................................. 101
Appendix B. Software Version................................................................................................................ 102
PC End ............................................................................................................................................ 102
Handheld Device End ..................................................................................................................... 102
Appendix C. Printing and Exporting Block Prompts ............................................................................... 103
Printing Block .................................................................................................................................. 103

Page 8 of 103
Exporting Block ............................................................................................................................... 103

Page 9 of 103
1

1.1
◼
◼

Page 10 of 103
⚫

1.2

⚫ →
⚫
⚫

Page 11 of 103
1.3

Page 12 of 103
2

2.1
⚫

⚫ → →

◼
◼
◼
◼

Page 13 of 103
2.2
2.2.1
⚫ →

◼
◼
◆
◆
◆
◼
◆
◆

◼
◆
◆
◼

Page 14 of 103
⚫ To batch import common users by Excel template:
1. Select “Import Common Users”.
2. Select “Download the Excel format user import template” in the displayed dialog box.
3. Enter user data into the downloaded template.
4. Select “Select File” to upload the completed template.
5. Select “Confirm Import”.

2.2.2
⚫ →

◼
◼
◼
◼

2.2.3
⚫
⚫

Page 15 of 103
2.3

2.3.1
⚫

⚫ →

◼
◼

◆
◼

2.3.2

Page 16 of 103
⚫ →

◼
◼

2.4

2.4.1
→

Page 17 of 103
⚫
◼
◼
◼

⚫
◼
◼
◼
Note: 1) Fields with the mark of “*” are mandatory; 2) Before you de-select “In Use” check box of a
supplier, make sure all the reagents of the specific supplier are not “In Use”.

⚫
◼
◼
◼

Page 18 of 103
2.4.2
→

⚫
◼
◼
◼

Page 19 of 103
⚫
◼
◼
◼
Note: 1) Fields with the mark of “*” are mandatory; 2) Before you de-select “In Use” check box of a
manufacturer, make sure all the reagents of the specific manufacturer are not “In Use”.

⚫
◼
◼
◼

2.4.3
→

Page 20 of 103
⚫
◼
◼
◼

⚫
◼
◼
◼
Note: 1) Fields with the mark of “*” are mandatory; 2) Before you de-select “In Use” check box of a
reagent panel, make sure all the reagents on the reagent panel are not “In Use”.

⚫
◼
◼
◼

Page 21 of 103
2.4.4
⚫ →

⚫
◼
◼

Page 22 of 103
⚫
◼
◼
◼
Note: 1) Fields with the mark of “*” are mandatory; 2) Before you select “In Use” check box of a reagent,
make sure the affiliated supplier, manufacturer, and reagent panels of the reagent are “In Use”.

⚫
◼
◼
◼

Page 23 of 103
 ◼

◼
◼

2.4.5
→

◼
◼

2.4.6
⚫
◼
◼

Page 24 of 103
2.5

2.5.1
⚫ →

Page 25 of 103
⚫
⚫

2.5.2
⚫ →

⚫
⚫

Page 26 of 103
2.5.3
⚫ →

2.5.4
⚫ →

Page 27 of 103
⚫

2.6 Ⅱ

2.6.1
⚫ → →

⚫
⚫

2.6.2 Ⅱ
⚫ → → Ⅱ Ⅱ
Ⅱ

Page 28 of 103
⚫ Ⅱ Ⅲ

◼ Ⅲ Ⅱ
⚫

2.7
⚫ →

2.8 Setting up Password Security Level

⚫ Select “System Config.” → “General Config.” –“Password Security Level” to set up the
password security level.

◼ When the password security level is “high”, after login with the initial password
“111111”, a mandatory password change is required. A password must be a combination
of the following 3 factors: uppercase letters, lowercase letters, numbers and special
characters with the length of 8-20 characters.

◼ When the password security level is “low”, you can continue to use the initial password
“111111” for login.

Page 29 of 103
2.9 Inventory Check Setting
Two inventory check methods are available: “Disable Check Lock” (default) and “Enable Check Lock”.

When “Disable Check Lock” is During inventory check, the corresponding inventory will not be
selected locked.
When “Enable Check Lock” is After an inventory check order has been created, the
selected corresponding inventory will be locked, and
the inventory will be un-locked when inventory check completes;
inventory change is not allowed until the inventory is un-locked and
the inventory check order is submitted.
⚫ After the level Ⅱ inventory is locked, it is not allowed to
inbound reagents, withdraw inbound, outbound reagents,
withdraw outbound, perform return and exchange, scrap
reagents (Level Ⅱ inventory), and transfer inventory.

⚫ After the level Ⅲ inventory is locked, it is not allowed to

outbound reagents, withdraw outbound, use the reagent
(during this period, the reagent usage reported by the
instrument is recorded as abnormal consumption), transfer
inventory (Level Ⅲ inventory), and scrap reagents (Level Ⅲ
inventory).

Page 30 of 103
3

3.1
⚫

⚫ When the password security level is “high”, after login with the initial password “111111”, a
mandatory password change is required. After password modification, you can log in the
system with the new password.

◼ Enter the old password, new password and conform the new password, and then select
“OK”.

◼ Log in with the new password.

Page 31 of 103
3.2

⚫ ▼

3.3

⚫ ▼

3.4
⚫

Page 32 of 103
⚫
⚫
◼

Page 33 of 103
3.5 Ⅱ

⚫ Ⅱ
⚫

Page 34 of 103
4
Ⅱ Ⅲ

4.1
⚫
Ⅱ
◼
◼
◼

⚫
⚫ →

◼ →
◼
◼

4.2 Ⅱ
⚫ Ⅱ
Ⅱ

⚫ Ⅱ
Ⅱ

⚫ →

◼ →
◼
◼

4.3 Ⅲ
⚫ Ⅲ
Ⅲ

Page 36 of 103
⚫ Ⅲ
Ⅲ

⚫ →

◼
◼
◼

4.4
⚫

⚫
⚫

4.5
⚫ “To Do List” supports purchase request, claim request, expired license / certificate alarm, and new
lot No.. Only reagent administrators can process the to do list.

Page 37 of 103
Page 38 of 103
5

5.1
5.1.1
⚫ →

Page 39 of 103
⚫ Move the mouse cursor to the columns of Level Ⅱ Inven. and Level Ⅲ Inven. (the reagent
homepage is configured with Inquire Level Ⅱ and Ⅲ Inventories) and a bubble prompts Level
Ⅱ Inven., Level Ⅲ Inven. and inventory lower limit. When Level Ⅱ Inven. + Level Ⅲ Inven. <
inventory lower limit, the Level Ⅱ Inven. and Level Ⅲ Inven. will display in red.

⚫ Select “Reagents” and then select “Use Recommended Qty.” or “Outbound (15 days)”,
“Outbound (30 days)“ from the drop-down button to automatically fill in Requisition Qty.
with the Recommended Qty.

⚫
⚫

Page 40 of 103
⚫

5.1.2

⚫ →

⚫
⚫

Page 41 of 103
⚫
⚫
⚫

5.1.3
⚫

5.2

5.2.1
⚫ →

Page 42 of 103
⚫ Inventory lower limit notice: move the mouse cursor to “Level Ⅱ Inven.” and “Level Ⅲ
Inven.” and a bubble prompts the Level Ⅱ Inven., Level Ⅲ Inven. and inventory lower limit.
When Level Ⅱ Inven. + Level Ⅲ Inven. < inventory lower limit, the Level Ⅱ Inven. and Level
Ⅲ Inven. will display in red.

⚫
Ⅱ Ⅲ Inventory lower limit notice”

⚫ Move the mouse cursor to “Level Ⅱ Inven.”.

⚫ Select “Reagents”, and then “Use Recommended Qty.” / Outbound (15 days)”
/“Outbound (30 days)“ to adjust the Requisition Qty..

⚫
⚫
⚫
⚫

5.2.2

⚫ →
⚫

Page 43 of 103
⚫
⚫

5.3

⚫ →
⚫

⚫
⚫

Page 44 of 103
⚫

5.4

⚫ →
⚫

⚫
⚫

5.4.1
⚫
⚫

Page 45 of 103
⚫

5.5

5.6

Page 46 of 103
6

6.1
6.1.1
⚫ →
⚫

Page 47 of 103
⚫

Page 48 of 103
⚫
⚫

⚫
⚫

→
◼ →
◼
◼

6.1.2
⚫

Page 49 of 103
 ◼
⚫

6.1.3 Batch Inbound

6.1.3.1 By Excel Template
⚫ Select “Inbound” → “Reagents Inbound” to enter the reagent inbound screen for
inbounding.

⚫ Select “Start Inbound” to create a new inbound order.

Page 50 of 103
⚫ Select “By Excel Template”.

◼ Select “Download Excel Template” in the pop-up window of Excel Import.

◼ Excel Template-Inbound：

◼ Fill the inbound data into the downloaded “Excel Template-Inbound”.

◼ Select “Select File”, and select the completed template and then select “Confirm
Import”.

6.1.4

Page 51 of 103
⚫

6.1.5
⚫
⚫

Page 52 of 103
⚫
⚫

◼ →
→
◼
⚫ Ⅲ
⚫ If the lot number is new, the text “New Lot” will display above the lot number (on the “Inbound
Details” screen of the hand-held device and the "Reagents Inbound" screen of the PC end).

6.2
6.2.1

⚫ →

◼
◼

Page 53 of 103
 ◼
⚫

6.2.2
⚫

6.2.3
⚫

6.2.4
⚫

Page 54 of 103
⚫

6.3

1. When selecting “Start Inbound” and an inbound order is generated

2. When the inbound order is edited and saved
3. When selecting “Save” with the hand-held device

6.4 Description of New Lot No. Rule

New Lot No. rule varies between reagent types.
Reagent New Lot No. Rule
Lot No. Rule
Type

Page 55 of 103
Reagent New Lot No. Rule
Lot No. Rule
Type
1. Kit lot number (ten-digit) is in the format of Each kit lot number contains a
YYYYMMXXWZ six-digit bottle lot number
⚫ YYYY: year "YYMMXX". If there is other
reagent kit lot in the same
⚫ MM: month inventory contains the same
⚫ XX: serial number in a month bottle lot number, then the kit
⚫ W: aliquot lot number lot will not be regarded as a
new lot.
⚫ Z: assembly lot number
For example, kit lot number is
Immunoass 2. Bottle lot number (six-digit) is extracted from kit lot 2021010200, and there are
ay reagent number of the same reagent inventory, in the already a lot of "2021010201"
format of YYMMXX existing in the inventory for the
⚫ YY: last two digits of a year reagent, then lot 2021010200
⚫ MM: month is not a new lot.
⚫ XX: serial number in a month

For example, if the kit lot number is 2021010203, then

the reagent lot number of that batch is 210102.
/ The kit lot number that does
Other not repeat any in the inventory
reagents of the same reagent is
regarded as a new one.
How to identify an immunoassay reagent:
If either of the following conditions is met, the reagent is an immunoassay reagent.
1. The number of Immunoassay PT bottles in one package is not 0. (To check the number of
Immunoassay PT bottles in one package, select “Basic Data” – “Reagents”, or enter the “New
Reagent” window.)
2. The “Name on Device” of the reagent belongs to immunoassay tests.

Page 56 of 103
7

7.1
7.1.1
⚫ →

⚫
Ⅱ
⚫

Page 57 of 103
 ⚫

7.1.2

⚫ →

⚫
⚫

Page 58 of 103
⚫ Ⅱ

⚫
⚫

7.1.3

⚫ →

⚫
⚫

⚫ Ⅱ

⚫
⚫

7.1.4

⚫ →
⚫

Page 59 of 103
⚫

7.1.5
⚫
⚫

7.2

、
、

Page 60 of 103
8

8.1
8.1.1
⚫ →
⚫

⚫
◼

Page 61 of 103
⚫

Page 62 of 103
⚫

⚫
⚫

8.1.2

⚫ →
⚫

Page 63 of 103
⚫

8.1.3 Ⅲ
Ⅲ
Ⅲ
Ⅲ

⚫ Ⅲ
→

⚫ Ⅲ

Page 64 of 103
 Ⅲ

8.1.4
⚫
⚫

8.2
8.2.1

⚫ →

Page 65 of 103
⚫

◼
◼
◼
◼
⚫

Page 66 of 103
8.2.2
⚫

8.2.3
⚫

8.2.4
⚫

Page 67 of 103
⚫

8.3

、
、

Page 68 of 103
9

9.1
9.1.1
⚫ →

9.1.2
⚫ →

Page 69 of 103
⚫

⚫
⚫

9.1.3
⚫

⚫ Ⅲ

Ⅲ
Ⅲ →

9.1.4
⚫

Page 70 of 103
⚫
◼

9.1.5
⚫

9.1.6
⚫

Page 71 of 103
9.1.7
⚫

9.1.8
⚫

9.2
9.2.1

⚫ →

Page 72 of 103
⚫

◼
◼
◼
◼
⚫

9.2.2

Page 73 of 103
9.2.3

⚫ → →

Page 74 of 103
10

10.1 Ⅱ
Ⅱ

10.1.1
⚫ → Ⅱ
⚫
◼ Ⅱ

Page 75 of 103
⚫
⚫
⚫

⚫
⚫

10.1.2

10.1.3
⚫

⚫
⚫

Page 76 of 103
10.1.4

10.2 Ⅲ
Ⅲ

Ⅱ Ⅲ

10.2.1
⚫ → Ⅲ
⚫
◼ Ⅲ

Page 77 of 103
⚫

⚫
⚫

⚫
⚫

Page 78 of 103
 ⚫

10.2.2

10.2.3
⚫

⚫
⚫

10.2.4

Page 79 of 103
10.3

、
、

Page 80 of 103
11

11.1
Ⅱ Ⅲ

⚫ →

⚫
⚫
◼ Ⅱ Ⅲ

◼ Ⅱ Ⅲ

Page 81 of 103
 ◼ Ⅱ
Ⅲ

◼ to screen the reagent information.

◼ Ⅱ
Ⅲ
⚫

Ⅱ Ⅲ

11.2
Ⅱ Ⅲ Ⅱ Ⅲ

Page 82 of 103
⚫ →

⚫ Ⅱ
Ⅱ

⚫ Ⅲ
Ⅲ

Page 83 of 103
Page 84 of 103
12

12.1
12.1.1
⚫
⚫
⚫

⚫
⚫

Page 85 of 103
⚫

12.1.2

⚫
⚫

12.1.3
⚫
⚫

Page 86 of 103
⚫

12.2

Page 87 of 103
13

13.1 Ⅱ
13.1.1
⚫
⚫

⚫
⚫
⚫
⚫

13.1.2
⚫

Page 88 of 103
⚫

13.1.3 Ⅲ
⚫ Ⅲ Ⅲ
⚫

Page 89 of 103
⚫

⚫
⚫
⚫ Ⅲ

13.1.4
⚫
⚫

13.2

⚫ Ⅱ Ⅲ
⚫

Page 90 of 103
⚫

13.3

Page 91 of 103
14

14.1
⚫
⚫

◼
◼
◼

14.2
⚫

Page 92 of 103
⚫
◼

14.3 Reagents Usage Summary

⚫ Select “Statistics” – “Reagents Usage Summary” to enter the reagents usage summary
screen.

⚫ Select “Start Inquire”.

◼ Users may select methods (by month, season or user-definition) to select the time range
based on the selected method.

◼ Users can adjust the “Date Range”, “Supplier”, “Team” and “Reagent Panel” for
combination inquiry.

Page 93 of 103
⚫ Select “Tests (Samples)”, “Tests (Non-samples)”, “Consumed Qty. (Kits)”, “Max. Tests”,
“Reagents Usage” and “Chain”for sorting in the table.

⚫ Select “Export List” to export the data on the screen to Excel.

⚫ Select “Details” in the reagents usage table to view the usage details of the reagents.

14.4 Reagents Usage Analysis

⚫ Select “Statistics” – “Reagents Usage Analysis” to enter the reagents usage analysis screen.

⚫ Select “Start Inquire”.

◼ Users my adjust the "Device/Module”, “Date Range for Unloading”, “Rgt. Name” and
“Reagent Type” for combination inquiry.

Page 94 of 103
⚫ Select “Tests (Samples)” or “Tests (Non-samples)” in the reagents usage analysis list for
sorting in the table.

⚫ Select “Download” in reagents usage analysis list to download the consumption details of the
reagent in a specific device.

⚫ Select “Export List”, to export the reagents usage analysis data table to Excel.

⚫ Select “Download All”, to merge and download every row of consumption details in the
reagents usage analysis table.

14.5 Consumable Income Ratio Summary

⚫ Select “Statistics” -- "Consumable Income Ratio Summary” to enter the consumable income
ratio summary.

⚫ Select “Start Inquire”.

◼ Users may select methods (by month, season or user-definition) to select the time range
based on the selected method.

◼ Users may adjust the “Date Range” and “Team” for combination inquiry.

Page 95 of 103
⚫ Select “Export” to export the consumable income ratio details to Excel.

Page 96 of 103
15

15.1
⚫ →
⚫

15.2
⚫ →
⚫

Page 97 of 103
⚫

Page 98 of 103
⚫

15.3
⚫
⚫

Page 99 of 103
16 Push Records

⚫ Select “System Setup” -> “Push Records” to enter the push records screen.

⚫ Select “Start Inquire”.

◼ Users may adjust the “Date Range for First Push”, “Interface Type”, “Push Status” and
“Note” for combination inquiry.

⚫ For the records that failed to push, the system will automatically re-push them (the records
failed to push within the previous 29 days) at 4:00 am, or you can push them manually by
selecting “Re-push”.

Page 100 of 103

Appendix A. Configuration for
Handheld Device

WIFI
⚫

⚫
⚫

Server Setting

⚫ 。
⚫
⚫

Page 101 of 103

Appendix B. Software Version

PC End
⚫ →

Handheld Device End

⚫

Page 102 of 103

Appendix C. Printing and Exporting
Block Prompts

Printing Block
⚫

Exporting Block
⚫

Page 103 of 103