Optility ™ Nuclear Medicine Management Software Manual

601 Optility™ User Guide

2. Click . The Scaler Constancy - New dialog box displays.

Figure 509 Scaler Constancy - New dialog box
3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the scaler constancy setup from the Scaler Constancy Setup drop-down list.

NOTE: The Scaler, Source, and Source Calibration Activity are automatically entered based on the
Scaler Constancy Setup.

5. Click the button in the Test Date Time drop-down list. The Report Calendar displays.
6. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.

NOTE: The Test Date Time must be entered in order for the activity to display.

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7. Select the name of the person who performed the test from the Test Performed By drop-down list.
8. Enter the instrument reading in the Instrument Reading box.
9. Enter the instrument background in the Instrument Background box.

NOTE: The Error (%) and Baseline Value are automatically calculated.

10.Enter any additional comments in the Comments box.
11.Select the Launch Report check box to launch a report after you click OK.
12.Click OK.

If the Launch Report check box is selected, a test report is generated.

Deleting a Scaler Constancy Record

To delete a scaler constancy record:

1. Click Health Physics > Scaler > Constancy. The Scaler Constancy - Health Physics list
displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

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Constancy Setup

Before data can be entered into the Channel Constancy test, each dose calibrator and sealed source
combination must first be initialized with this setup. This setup should be performed at the time that the
linearity and accuracy tests are run on a dose calibrator.

Adding a Scaler Constancy Setup Record

To add a scaler constancy setup record:
1. Click Health Physics > Scaler > Constancy Setup. The Scaler Constancy Setup - Health

Physics list displays.

Figure 510 Scaler Constancy Setup - Health Physics list

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2. Click . The Scaler Constancy Setup - New dialog box displays.

Figure 511 Scaler Constancy Setup - New dialog box
3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the scaler from the Scaler drop-down list.
5. Select the source from the Source drop-down list.
6. Enter the scaler setting in the Scaler Setting box.
7. Click the button in the Test Date Time drop-down list. The Report Calendar displays.
8. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.

NOTE: The Test Date Time must be entered in order for the activity to display.

9. Enter the baseline value in the Base line Value box.
10.Select the name of the person who performed the test from the Test Performed By drop-down list.
11.Select the Launch Report check box to launch a report after you click OK.
12.Click OK.

If the Launch Report check box is selected, a test report is generated.

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Deleting a Scaler Constancy Setup Record

To delete a scaler constancy setup record:

1. Click Health Physics > Scaler > Constancy Setup. The Scaler Constancy Setup - Health
Physics list displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

Personnel

This section describes how to perform personnel and thyroid bioassay tests.

Exposure

This function is used to record personnel film badge exposure data.

Adding a Personnel Exposure Record

To add a personnel exposure record:

1. Click Health Physics > Personnel > Exposure. The Personnel Exposure - Health Physics list
displays.

Figure 512 Personnel Exposure - Health Physics list

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2. Click . The Personnel Exposure - New dialog box displays.

Figure 513 Personnel Exposure - New dialog box

3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the exposed person from the Personnel drop-down list.
5. Select the film badge type from the Film Badge Type drop-down list.
6. Click the button in the Test Date Time drop-down list. The Report Calendar displays.
7. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
8. Enter the exposure reading in the Exposure (mR) box.
9. Click the button in the Period Ending drop-down list. The Report Calendar displays.
10.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
11.Enter any additional comments in the Comments box.
12.Select the Launch Report check box to launch a report after you click OK.
13.Click OK.

If the Launch Report check box is selected, a test report is generated.

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Deleting a Personnel Exposure Record

To delete a personnel exposure record:

1. Click Health Physics > Personnel > Exposure. The Personnel Exposure - Health Physics list
displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

Thyroid Bioassay

This function is used for entering and maintaining thyroid bioassay information for all lab personnel.
Individual thyroid bioassay test results for I-131 are entered into the system.

Adding a Personnel Thyroid Bioassay Record

To add a personnel thyroid bioassay record:

1. Click Health Physics > Personnel > Thyroid Bioassay. The Personnel Thyroid Bioassay -
Health Physics list displays.

Figure 514 Personnel Thyroid Bioassay - Health Physics list

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2. Click . The Personnel Thyroid Bioassay - New dialog box displays.

Figure 515 Personnel Thyroid Bioassay - New dialog box
3. Select the customer from the Customer drop-down list.

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NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the scaler efficiency from the Scaler Efficiency drop-down list.
The Scaler and Source are defined in the scaler efficiency record. An NBS standard Ba-133 source
is the most common source used for this test, although an NBS standard I-131 source can also be
used. Decayed I-131 diagnostic capsules should not be used because they do not meet proper
calibration standards.

5. Click the button in the Test Date Time drop-down list. The Report Calendar displays.
6. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
7. Select the name of the person who performed the test from the Test Performed By drop-down list.
8. Select up to 4 personnel from the # of Personnel drop-down list.
9. Enter the standard background count in the Std Bkg Count box.
10.Enter the standard background count time in the Std Bkg Cnt Time (Min) box.
11.Enter the thyroid background count in the Thy Bkg Count box.
12.Enter the thyroid background count time in the Thy Bkg Cnt Time (Min) box.
13.Enter the standard count in the Std Count box.
14.Enter the standard count time in the Std Count Time (Min) box.
15.Enter the thyroid count time in the Thy Count Time (Min) box.
16.Enter the I131 conversion factor in the I131 Conversion Factor box.

NOTE: The Std Efficiency, Std Efficiency (%), Detection Limit, and Minimum Detection Limit are
automatically calculated.

17. Enter the following in the Thy Bioassay Details list:
a. Select the person from the Personnel drop-down list.
b. Enter the readings in the Left and/or Right boxes.

NOTE: Your system administrator can setup the thyroid bioassay test to have the Right reading match
the Left reading. In this case, you only need to enter the Left reading.

c. Repeat step 17 for each additional person.
18.Enter any additional comments in the Comments box.
19. Select the Launch Report check box to launch a report after you click OK.
20.Click OK.

If the Launch Report check box is selected, a test report is generated.

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Deleting a Personnel Thyroid Bioassay Record

To delete a personnel thyroid bioassay record:

1. Click Health Physics > Personnel > Thyroid Bioassay. The Personnel Thyroid Bioassay -
Health Physics list displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

Area Monitoring

This section describes how to perform area survey and wipe tests.

Area Survey

This function is used for entering the results of the routine area surveys. The survey locations must
have previously been defined and entered with in Survey Locations master files.

Adding an Area Survey Record

To add an area survey record:

1. Click Health Physics > Area Monitoring > Area Survey. The Area Survey - Health Physics list
displays.

Figure 516 Area Survey - Health Physics list

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2. Click . The Area Survey - New dialog box displays.

Figure 517 Area Survey - New dialog box
3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the meter from the Meter drop-down list.
5. Enter the non-restricted level in the Non Restricted Level box.
6. Select the unit of measurement from the Non Restricted Level drop-down list.

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7. Enter the restricted level in the Restricted Level box.
8. Select the unit of measurement from the Restricted Level drop-down list.
9. Enter the background count in the Background box.
10.Click the button in the Test Date Time drop-down list. The Report Calendar displays.
11.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.

12.Select the name of the person who performed the test from the Test Performed By drop-down list.
13.Select the survey area group from the Survey Area Group drop-down list.

The Values and Results list displays the survey areas.

14.Select the Verified with Check Source check box to indicate that the instrument has been source
checked.

15.Enter the following in the Values and Results list:
a. Select the survey area from the Survey Area drop-down list.

b. Enter the reading in the Rdg(CPM) box.

NOTE: The NetRdg(CPM) is automatically calculated.

c. Repeat step 17 for each additional survey area.
16.Enter any additional comments in the Comments box.
17. Select the Launch Report check box to launch a report after you click OK.
18.Click OK.

If the Launch Report check box is selected, a test report is generated.

Deleting an Area Survey Record

To delete an area survey record:

1. Click Health Physics > Area Monitoring > Area Survey. The Area Survey - Health Physics list
displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

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Area Wipe

This function is used for entering the results of the routine area wipe tests. The wipe test locations must
have previously been defined and entered in the Wipe Locations master list.

Adding an Area Wipe Record

To add an area wipe record:
1. Click Health Physics > Area Monitoring > Area Wipe. The Area Wipe - Health Physics list

displays.

Figure 518 Area Wipe - Health Physics list

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2. Click . The Area Wipe - New dialog box displays.

Figure 519 Area Wipe - New dialog box
3. Select the customer from the Customer drop-down list.

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NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the scaler efficiency from the Scaler Efficiency drop-down list.
5. Enter the wipe area size in the Wipe Area Size (cm^2) box.
6. Enter the instrument background count in the Instrument Background box
7. Enter the counting frequency in the Counting Efficiency (%) box.
8. Enter the checked source results in the Check Source Results box.
9. Click the button in the Test Date Time drop-down list. The Report Calendar displays.
10.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.

11.Select the name of the person who performed the test from the Test Performed By drop-down list.
12.Enter the non-restricted level in the Non Restricted Level box.
13.Select the unit of measurement from the Non Restricted Level drop-down list.
14.Enter the restricted level in the Restricted Level box.
15.Select the unit of measurement from the Restricted Level drop-down list.
16.Select the wipe area group from the Wipe Area Group drop-down list.

The Values and Results list displays the wipe areas.

17. Enter the following in the Values and Results list:
a. Select the wipe area from the Wipe Area drop-down list.

b. Enter the reading in the Rdg(CPM) box.

NOTE: The NetRdg(CPM) is automatically calculated.

c. Repeat step 17 for each additional wipe area.
18.Enter any additional comments in the Comments box.
19. Select the Launch Report check box to launch a report after you click OK.
20.Click OK.

If the Launch Report check box is selected, a test report is generated.

Deleting an Area Wipe Record

To delete an area wipe record:

1. Click Health Physics > Area Monitoring > Area Wipe. The Area Wipe - Health Physics list
displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

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WorkSheets

Dose Calibrator Channel Check and Source Decay worksheets are templates used to create custom
worksheets.

Dose Calibrator Channel Check Worksheet

The dose calibrator channel check worksheet is used to perform a channel check on the dose calibrator.

Adding a Dose Calibrator Channel Check Worksheet

To add a dose calibrator channel check worksheet:

1. Click Health Physics > WorkSheets > Dose Calibrator Channel Check. The WorkSheet Dose
Calibrator Channel Check - New dialog box displays.

Figure 520 Worksheet Dose Calibrator Channel Check - New dialog box
2. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

3. Select the dose calibrator from the Dose Calibrator drop-down list.
4. Enter the source in the Source box.
5. Click the button in the Start Date drop-down list. The Report Calendar displays.

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6. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

7. Click the button in the End Date drop-down list. The Report Calendar displays.
8. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
9. Select the test frequency in the Test Frequency drop-down list
10.Select the test unit in the TEST Unit box.
11.Select the background unit from the Background Unit drop-down list.
12.Enter the zero unit in the Zero Unit box.
13.Enter the following in the Channels list:

a. Select the isotope from the Isotope drop-down list.
b. Enter the reading in the ActUnit box.
c. Repeat step 13 for each additional channel.
14.Enter any additional comments in the Comments box.
15.Select the Launch Report check box to launch a report after you click OK.
16.Click OK.
If the Launch Report check box is selected, a test report is generated.

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Source Decay Worksheet

This section describes how to setup your source decay worksheets.

Adding a Source Decay Worksheet

To add a source decay worksheet:

1. Click Health Physics > WorkSheets > Source Decay. The WorkSheet Source Decay - New
dialog box displays.

Figure 521 Worksheet Dose Calibrator Channel Check - New dialog box
2. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

3. Select the dose calibrator from the Dose Calibrator drop-down list.
4. Click the button in the Start Date drop-down list. The Report Calendar displays.
5. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
6. Click the button in the End Date drop-down list. The Report Calendar displays.
7. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
8. Select the test frequency in the Test Frequency drop-down list.
9. Enter the following in the Sources list:

a. Select the source from the Source drop-down list.

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b. Enter the plus or minus numbers in the -ve and +ve boxes.
c. Repeat step 9 for each additional source.
10.Enter any additional comments in the Comments box.
11.Select the Launch Report check box to launch a report after you click OK.
12.Click OK.
If the Launch Report check box is selected, a test report is generated.

Source Leak

The Source Leak function is used for entering the data, performing the calculations, and printing the
results of sealed source leak testing. For each sealed source that is to be leak tested, a rod source for
the same isotope must be available to be used as the counting standard.

Adding a Source Leak Record

To add a source leak record:
1. Click Health Physics > Source Leak. The Source Leak - Health Physics list displays.

Figure 522 Source Leak - Health Physics list

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2. Click . The Source Leak - New dialog box displays.

Figure 523 Source Leak - New dialog box
3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the scaler efficiency from the Scaler Efficiency drop-down list.
The Scaler and Source are defined in the scaler efficiency record.

5. Click the button in the Test Date Time drop-down list. The Report Calendar displays.

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6. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

7. Select the name of the person who performed the test from the Test Performed By drop-down list.
8. Click the button in the Sample Date Time drop-down list. The Report Calendar displays.
9. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.

10.Select the standard source from the Std Source drop-down list.
11.Enter the standard count in the Std Count box.
12.Enter the standard count time in the Std Count Time box.
13.Enter the sample count in the Sample Count box.
14.Enter the sample count time in the Sample Count Time box.
15.Enter the standard background count in the Std Bkg Count box.
16.Enter the standard background count time in the Std Bkg Count Time box.
17. Enter the sample background count in the Sample Bkg Count box.
18.Enter the sample background count time in the Sample Bkg Count Time box.

NOTE: The Net Standard (CPM), Net Sample (CPM), Sample Bkg (CPM), Std Efficiency, Detection
Limit Activity, Detection Limit (CPM), Removable Activity, and Std Efficiency (%) are automatically

calculated.

19. Enter any additional comments in the Comments box.
20.Select the Launch Report check box to launch a report after you click OK.
21.Click OK.

If the Launch Report check box is selected, a test report is generated.

Deleting a Source Leak Record

To delete a source leak record:

1. Click Health Physics > Source Leak. The Source Leak - Health Physics list displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

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Camera QC

This option is used for entering camera quality control data and printing historical data. Many labs use
this function to track service calls for their cameras.

Adding a Camera QC Record

To add a camera QC record:

1. Click Health Physics > Camera QC. The Camera QC - Health Physics list displays.

Figure 524 Camera QC - Health Physics list

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2. Click . The Camera QC - New dialog box displays.

Figure 525 Camera QC - New dialog box
3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the camera from the Camera drop-down list.
5. Click the button in the Test Date Time drop-down list. The Report Calendar displays.
6. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
7. Select the source from the Source drop-down list.

NOTE: The Source Isotope, Source Form, Calibration Activity, and Calibration Date are defined in
the source.

8. Select the name of the person who performed the test from the Test Performed By drop-down list.
9. Select the source’s physical state from the Source Physical State drop-down list.
10.Enter any additional comments in the Comments box.
11.Select the Launch Report check box to launch a report after you click OK.

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12.Click OK.
If the Launch Report check box is selected, a test report is generated.

Deleting a Camera QC Record

To delete a camera QC record:

1. Click Health Physics > Camera QC. The Camera QC - Health Physics list displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

Fume Hood I-131 Check

This function is used for establishing and maintaining an I-131 or an I-125 air effluent monitoring
program. Fume hoods must have been previously entered in the Fume Hood master list. A 0.1 uCi
Ba-133 or I-129 rod source is recommended for this test and must have been previously entered into
the Source master list. An NBS standard I-131 source will also work. The air effluent monitoring data for
I-131 is entered with this function.

Adding a Fume Hood I-131 Check Record

To add a fume hood I-131 check record:

1. Click Health Physics > Fume Hood I-131 Check. The Fume Hood I-131 Check - Health Physics
list displays.

Figure 526 Fume Hood I-131 Check - Health Physics list

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2. Click . The Fume Hood I-131 Check - New dialog box displays.

Figure 527 Fume Hood I-131 Check - New dialog box
3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the fume hood from the Fume Hood drop-down list.
5. Select the scaler efficiency from the Scaler Efficiency drop-down list.

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The Scaler and Source are defined in the scaler efficiency record.
6. Click the button in the Test Date Time drop-down list. The Report Calendar displays.
7. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
8. Select the name of the person who performed the test from the Test Performed By drop-down list.
9. Click the button in the Last Measurement Date drop-down list. The Report Calendar displays.
10.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
11.Enter the last flow in the Last Flow (LPM) box.
12.Click the button in the This Measurement Date drop-down list. The Report Calendar displays.
13.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
14.Enter this flow in the This Flow (LPM) box.
15.Select the initials of the person that last performed this test from the Last Initials drop-down list.
16.Select the initials of the person that is performing this test from the This Initials drop-down list.
17. Enter the standard count in the Std Count box.
18.Enter the standard count time in the Std Count Time box.
19. Enter the sample count in the Sample Count box.
20.Enter the sample count time in the Sample Count Time box.
21.Enter the standard background count in the Std Bkg Count box.
22.Enter the standard background count time in the Std Bkg Count Time box.
23.Enter the sample background count in the Sample Bkg Count box.
24.Enter the sample background count time in the Sample Bkg Count Time box.

NOTE: The Std Net Count (CPM), Est. I131 Efficiency (%), Sample Bkg (CPM), Std Efficiency, Std
Efficiency (%), Sample Net Count (CPM), Sample Activity, Detection Limit (CPM), Detection Limit
Activity, Air Volume, I131 Concentration (MPC), and I131 Concentration (%) are automatically
calculated.

25.Select the Launch Report check box to launch a report after you click OK.
26. Click OK.

If the Launch Report check box is selected, a test report is generated.

Deleting a Fume Hood I-131 Check Record

To delete a Fume Hood I-131 Check record:

1. Click Health Physics > Fume Hood I-131 Check. The Fume Hood I-131 Check - Health Physics
list displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

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Pocket Dosimeter Calibration

A pocket dosimeter is calibrated using two different tests:
• The Drift Test measures the drift in a non-radioactive environment.

The drift test involves placing the dosimeter in a non-radioactive area, which is assumed to be at a
theoretical background of zero, and allowing it to sit for 24 hours or more. Before and after readings
are taken and any change is considered drift. This drift is expressed as a percentage of the reading.
• The other test involves exposing the dosimeter to a sealed source at a known distance for a given
time period.

Adding a Pocket Dosimeter Calibration Record

To add a pocket dosimeter calibration record:
1. Click Health Physics > Pocket Dosimeter Calibration. The Pocket Dosimeter Calibration -

Health Physics list displays.

Figure 528 Pocket Dosimeter Calibration - Health Physics list

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2. Click . The Pocket Dosimeter Calibration - New dialog box displays.

Figure 529 Pocket Dosimeter Calibration - New dialog box
3. Select the customer from the Customer drop-down list.

NOTE: The Customer drop-down list does not appear on Hospital versions of this application.

4. Select the pocket dosimeter from the Pocket Dosimeter drop-down list.
5. Select the source from the Source drop-down list.
6. Click the button in the Test Date Time drop-down list. The Report Calendar displays.

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7. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

8. Enter the distance in the Exp Distance box.

9. Select the unit of measure from the Exp Distance drop-down list.

10.Select the name of the person who performed the test from the Test Performed By drop-down list.

11.Click the button in the Drift Start Date Time drop-down list. The Report Calendar displays.

12.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

13.Enter the drift starting reading in the Drift Start Reading (mR) box.

14.Click the button in the Drift End Date Time drop-down list. The Report Calendar displays.

15.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

16.Enter the drift ending reading in the Drift End Reading (mR) box.

17. Click the button in the Exp Start Date Time drop-down list. The Report Calendar displays.

18.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

19. Enter the drift starting reading in the Exp Start Reading (mR) box.

20.Click the button in the Exp End Date Time drop-down list. The Report Calendar displays.

21.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

22.Enter the drift total reading in the Exp End Reading (mR) box.

NOTE: The Drift Elapsed Time (Hrs), Drift Total (mR), Exp Elapsed Time (Hrs), Observed Exp
(mR), Drift Error (mR), Calculated Exp (mR), Detected Exp (mR), Exp Drift Total (mR), Drift Error

Exp Period (mR), Exp Less Drift (mR), Actual Error (%), Gamma Factor, and Std Efficiency (%) are

automatically calculated.

23.Enter any additional comments in the Comments box.
24.Select the Launch Report check box to launch a report after you click OK.
25.Click OK.

If the Launch Report check box is selected, a test report is generated.

Deleting a Pocket Dosimeter Calibration Record

To delete a Pocket Dosimeter Calibration record:

1. Click Health Physics > Pocket Dosimeter Calibration. The Pocket Dosimeter Calibration -
Health Physics list displays.

2. Select the record you want to delete and click . The Delete {0} Items confirmation box
displays.

3. Click Yes.

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8 End of Day

The End of Day (EOD) report is a detailed series of reports documenting all patient studies and
inventory transactions for one calendar day. Its main purpose is providing a hard copy of this
information that meets the requirements of regulatory agencies.
The EOD report should be generated for each day that studies are entered into the system. You do not
have to generate the report for days in which there were no patients. Many labs prefer to generate the
report each morning for the previous day. If additional studies for the summary date occur after the
report is generated, you need to generate another one.
The End of Day report is divided into four sub reports:
• Study Report for Drugs and Procedures
• Inventory
• Shipment In
• Shipment Out

System Check

The System Check function should be run before you run an end of day report. This allows you to check
the status of the following items:
• Surveys/Wipes Due
• Unfilled Studies Due
• Inventory without Shipments
• Inventory QC Due
• Conform Kits Due
• Reminders Due

End of Day 632
button. The System Check list displays.
Performing a System Check

To perform a System Check:
1. Click File > System Check or click the

Figure 530 System Check list
2. Select an end of day report date from the Dates for which EOD Report is Invalid drop-down list.

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3. Click each tab to check for discrepancies. A list of the selected records displays.

Figure 531 System Check list with records
When you find a discrepancy, go to ”Editing a System Check” on page 634.

End of Day 634

Editing a System Check

To edit a system Check record:
1. Double-click on the record within a list. The selected record displays.

Figure 532 System Check - Unfilled Studies Due example

2. Verify the information and make required changes.
3. Click OK.
4. Repeat step 1 through step 3 for each record in the current tab that you are checking.
5. After you go through all of the records for that tab, select another tab and repeat step 1 through

step 3 for all records.

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Dismissing a Reminder

To dismiss a reminder:

1. Click File > System Check or click the button. The System Check list displays.

2. Select an end of day report date from the Dates for which EOD Report is Invalid drop-down list.

3. Click the Reminders Due tab to check for discrepancies. A list of the selected records displays.

Figure 533 System Check - Reminders Due list

4. Verify the information and make required changes.
5. Click OK.
6. Click Masters > Reminders > Reminders. The Reminders - Master list displays.

End of Day 636

7. Expand the record that you want dismiss by clicking on the (+) sign. The Reminder - Master list with
an expanded record displays.

Figure 534 Reminder - Master list button. The Reminder Exception - New dialog box

8. Select the reminder and click the
displays.

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Figure 535 Reminder Exception - New dialog box

9. Select the initials from the Initials ID drop-down list.
10.Enter the exception reason in the Reminder Exception box.
11.Click OK

After all of the reminders are dismissed and there are no more discrepancies, go to ”Running an End
Of Day Report” on page 637.

Running an End Of Day Report

To run an end of day report:

1. Click File > End Of Day or click the button. The Report Date(s) dialog box displays.

Figure 536 Report Date(s) dialog box

2. Select an end of day report date from the Report Date drop-down list.
3. Click OK.

End of Day 638

The system generates the Study Report for Drugs and Procedures, Inventory, Shipment In, and
Shipment Out reports. The End of Day report displays.

Figure 537 End of Day report example
For more information on working with reports, see ”Reports” on page 639.

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9 Reports

This chapter describes Optility’s reporting functions. Daily and analytic reports can be displayed,
printed, and saved in other formats. The reports can be selected from the Reports menu. The
organization information that displays in the report headers is read from your organization’s Site master
list.

The fields available on the Report Management window allow you to filter the data that you want to
display in each report. The more fields that you select allows the data to go through more filters. For
example, if I only select drug Cardiolite as my filter, the report displays all inventory (On Order,
Returned, Received, and Wasted) from all vendors of Cardiolite. If I select a status of Received and
drug Cardiolite, the report displays inventory received for drug Cardiolite from all vendors.

Report Types

The Optility™ reporting function enables you to generate many different types of reports. These types
are already defined in Optility™. Each report types contains reports pertaining to that report type.

Daily Reports

Daily reports are a detailed series of reports documenting all patient studies and inventory transactions
for one calendar day. Its main purpose is providing a hard copy of this information that meets the
requirements of regulatory agencies.

You can create an End of Day report that contains all sub reports, or you can create individual reports.
The daily reports should be generated for each day that studies are entered into the system. You do not
have to generate the report for days in which there were no patients. Many labs prefer to generate the
report each morning for the previous day. If additional studies for the summary date occur after the
report is generated, you will need to generate another one. The reports are:

• End Of Day – Displays all patient studies and inventory transactions for a specific day.
• Inventory – Displays a summary report of all inventory transactions for a specific day.
• Inventory QC – Displays the results of the inventory quality control test for a specific day.
• Shipment In – Displays all received shipments for a specific day.
• Shipment Out – Displays all sent shipments for a specific day.

Financial Reports

Financial reports are the reports that are normally performed by the financial department. The reports
are:

• Invoice Detail – Displays a detailed report of invoices for a specific time period.
• Invoice Summary – Displays a summary report of invoices for a specific time period.

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Hospital Reports

Hospital reports are the reports that are normally performed by the hospital department. The reports
are:

• Patient Radiation Exposure – Displays a summary of all patient’s exposure to radiation for a
specific time period.

• Patient Schedule – Displays the schedule for a specific day.
• Unusual Study Tracking – Displays the unusual study tracking results for a specific time period.
• Study Counts – Displays the totals by study for a specific day.
• Studies Detail – Displays a detailed report of studies for a specific time period.
• Studies Summary – Displays a summary report of studies for a specific time period.
• Studies Summary Chart – Displays a summary report of studies for a specific time period in a chart

format.

Health Physics Summary Reports

Health Physics Summary reports are the reports that are normally performed by the lab department.
The reports are:

• Dose Calibrator Accuracy – Displays the dose calibrator accuracy test results.
• Area Survey – Displays the area survey test results.
• Camera QC – Displays the camera quality control test results.
• Scaler Chi2 – Displays the scaler Chi2 test results.
• Decay Constancy – Displays the decay constancy test results.
• Fume Hood I-131 Check – Displays the fume hood I-131 test results.
• Dose Calibrator Geometry – Displays the dose calibrator geometry test results.
• Dose Calibrator Linearity – Displays the dose calibrator linearity test results.
• Personnel Exposure – Displays the personnel exposure to radiation test results.
• Pocket Dosimeter Calibration – Displays the pocket dosimeter calibration test results.
• Scaler Calibration – Displays the scaler calibration test results.
• Scaler Constancy – Displays the scaler constancy test results.
• Scaler Efficiency – Displays the scaler efficiency test results.
• Source Leak – Displays the source leak test results.
• Personnel Thyroid Bioassay – Displays the personnel thyroid bioassay test results.
• Area Wipes – Displays the area wipe test results.

Inventory Reports

Inventory reports are the reports that are show detailed or summary status of your inventory. The
reports are:

• Inventory Detail – Displays a detailed report of inventory.
• Inventory Summary – Displays a summary report of inventory.

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List Reports

List reports are the reports that are show a summary of your master lists records. The reports are:
• Vendor Drugs – Displays a detailed report of the drugs for a vendor.
• Instruments – Displays a summary report of the instruments.
• Referring Doctors – Displays a summary report of the referring doctors.
• Sources – Displays a summary report of the sources.

Pharmacy Reports

Pharmacy reports are the reports that are show detailed or summary status of your pharmacy. The
reports are:
• Customer Order Detail – Displays a detailed report of customer’s orders.
• Customer Order Summary – Displays a summary report of customer’s orders.
• RX Summary Chart – Displays a summary report of all Rx’s in a chart format.
• Route Sheet – Displays a summary report of the route sheet for a specific date and time.
• Run & Box – Displays a summary report of the Rxs and boxes for a specific date and time.

Purchasing Reports

Purchasing reports are the reports that show detailed or summary status of your purchasing activities.
The reports are:
• Purchasing Detail – Displays a detailed report of customer’s orders.
• Purchasing Summary – Displays a summary report of customer’s orders.
• Purchasing Summary Chart – Displays a summary report of customer’s orders in a chart format.

Waste Reports

Waste reports are the reports that are show a summary of your master lists records. The reports are:
• Closed Waste Bins – Displays a detailed report of a closed waste bin.
• Open Waste Bins – Displays a detailed report of an open waste bin.

Reports 642

Working With Reports

You can modify the report window, move within reports, search for text, print reports, and export reports
to a file.

Generating a Report

To generate a report:

1. Click Reports > Report Management. The Reports Management window displays.

Figure 538 Reports Management window

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2. Select a report type from the left pane. The reports are listed in the Reports Management window.

Figure 539 Reports Management - (with reports listed) window

Reports 644
3. Select a report from the left pane. The parameters appear in the right pane.

Figure 540 Reports Management (with report parameters) window

4. Enter or select filter criteria in the following ways:
• Select the filter criteria from the drop-down lists.
• Enter the filter criteria in the parameter boxes.
• Select or enter the date and/or time in the date boxes.

5. Click the Click to Load Report button. The report is generated.

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Zooming In and Out

You can reduce or enlarge a report view by using the zoom function.

To change a report view by zooming in or out:

1. Click the down arrow next to the zoom icon . The Zoom menu displays.

Figure 541 Zoom menu
2. Select Page Width if you want the width of the page to fit on the window.

Or
Select Whole Page if you want the whole page to fit on the window.
Or
Select a zoom percentage from the menu.
Or
Select Customize. The Zooming dialog box displays.

Figure 542 Zooming dialog box
3. Enter a percentage in the Please specify the zooming factor: (25 - 400) box.
4. Click OK.

Reports 646

Changing Pages

To change pages within a report

• Enter the page that you want to go to in the page box on the toolbar.
Or

• Click on the arrow buttons on the toolbar to move the first, previous, next, and
last page of the report.

Searching for Text

To search for text within a report

1. Click the button on the toolbar. The Find Text dialog box displays.

Figure 543 Find Text dialog box

2. Enter the text that you are searching for in the Find what box.
3. Click Find Next.

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Printing a Report

To print a report
1. Click the .button on the toolbar. The Print dialog box displays.

Figure 544 Print dialog box
2. Select you printer and options and then click OK.

Exporting a Report as a File

Reports can be exported (saved) as files in the following formats:
• Crystal Reports
• Adobe Acrobat®
• Microsoft Excel®
• Microsoft Word®
• Rich Text Format (RTF)

Reports 648

To save a report as a file:
1. Click the button on the toolbar. The Export Report dialog box displays.

Figure 545 Export Report dialog box
2. Browse to the location where you want to save the file to.
3. Enter the filename in the File name box.
4. Select the type of format from the Save as type drop-down list.
5. Click Save. The Export Report message box displays.

Figure 546 Export Report message box

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6. Click OK.

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