Daily QC Workflow

The Morning QC Check is the core daily task for all lab staff. It walks you through every active piece of equipment, collects your QC measurements, and immediately flags any values outside acceptable ranges.

Starting the Morning QC Check

You can start the morning check three ways:

Click Start Morning QC Check from the Dashboard quick links.
Click Morning QC Check in the sidebar under Daily Operations.
Click Go to Morning QC Check from the Dashboard's Morning QC Status panel.

How Equipment Is Organized

Your administrator configures the order and grouping of equipment. You may see:

Individual equipment steps — Each piece of equipment is its own step.
Parameter group views — Parameters sharing a group (e.g., "Temperature") are gathered from multiple pieces of equipment into a single step, so you can check all temperatures at once.
Equipment groups — Related equipment (e.g., all incubators in one room) clustered together.

Each equipment step shows all active QC parameters for that item. Enter a value and the system immediately checks whether it is in range.

QC Schedules

Not every parameter is checked every day. Each QC parameter has a schedule set by your administrator under QC Parameters. Parameters without their own schedule follow their equipment's schedule.

Schedule	When it appears
Daily	Every day
3x per week	Three selected days (Mon / Wed / Fri if none are selected)
Weekly	The selected day(s) each week
None	Not in the Morning QC Check

Parameters not scheduled for today do not appear in the Morning QC Check. The End-of-Day Check shows every parameter included in it, regardless of schedule.

Entering QC Values

If your lab has a sensor integration connected, a value it has already imported shows a small signal icon with the source name (for example PharmaWatch, Cryo Sentinel or OceaView) next to the parameter. Check the value. You can use the edit link to correct it. In QC History these readings show the source Auto.
Typed the wrong number? Use the edit link on the card (Edit value on single-parameter steps, Edit on multi-parameter cards). It stays available while the out-of-range panel is showing. Saving the correct value re-evaluates the reading, so you do not need to document a corrective action for a reading that never happened (see Handling Out-of-Range).

Numeric Parameters (Temperature, Gas %, PSI, etc.)

Tap or click the input field for the parameter.
Type the measured value.
The value auto-saves 2 seconds after you stop typing. That is the default: you can change the delay, or turn auto-save off, under Settings → Preferences → QC Workflow (Auto-save & auto-advance). You can also press Enter or tap Save to save straight away.
A green indicator confirms the value is in range. A red highlight means it is out of range.

Cryo tank levels: If your lab has cryo tank health monitoring enabled, entering a tank level that deviates from the tank's recent trend may show a re-measure advisory ("Unusual level — please re-measure") asking you to double-check the reading before saving. You can either Re-measure and enter a new value, or Confirm value if the reading is correct — the advisory never blocks you from saving.

Boolean Parameters (Pass/Fail, Yes/No)

Toggle the control or select the appropriate option.
The selection saves immediately (when auto-save is on).
A "Fail" or "No" result is treated as out of range and triggers the corrective action form.

Date Parameters

Select the date from the date picker.
The value auto-saves once selected (when auto-save is on).

Dropdown Parameters

Choose the appropriate option from the list.
The selection auto-saves immediately (when auto-save is on).
If a specific option is configured as out of range, it is flagged accordingly.

Text Parameters (Free Text Notes)

Type your observation in the text field.
The value auto-saves after your auto-save delay plus half a second (2.5 seconds by default) of inactivity.

Auto-Save Behavior

When auto-save is on (the default), Impart QMS saves values automatically:

Parameter type	Auto-save delay
Numeric / Integer	Your auto-save delay after you stop typing (default 2 seconds)
Text	Your delay plus 0.5 second (default 2.5 seconds)
Boolean / Date / Dropdown	Immediately on selection

You will see a brief saving indicator when the system records your value. Just enter the value and move to the next field.

Auto-save off: If you turned off Auto-save & auto-advance, nothing saves automatically. Tap Save on each value (in numeric and text fields you can also press Enter), and use Next to move on.

Out-of-Range Detection

When a value falls outside the configured acceptable range, the system immediately:

Highlights the parameter in red.
Displays an Out of Range banner.
Opens a corrective action form directly below the reading.

Standard Out-of-Range

For values that are slightly outside the range, you have two options:

Continue to Monitor — Acknowledge the reading and continue monitoring. This option is available up to 7 times per parameter within a 30-day period. After that, a full corrective action is required.
Record a Corrective Action — Select an action type, describe what you did, and optionally enter a re-check value to confirm the equipment is back in range.

Extreme Out-of-Range

If a value is significantly beyond the limit, stricter rules apply:

Continue to Monitor is disabled.
A full corrective action is required, with a passing re-check value or the equipment marked Removed from service. Without one of the two, the check cannot be completed.
An EXTREME OUT OF RANGE warning is displayed prominently.

Extreme thresholds vary by parameter type:

Narrow temperature ranges (e.g., body temperature): more than 0.2°C beyond the limit
Wide temperature ranges (e.g., freezers): more than 2°C beyond the limit
Percentage parameters: more than 2 percentage points beyond the limit
Other numeric: more than 50% of the total range width beyond the limit

Corrective Action Form (Inline)

When an out-of-range value is detected, the corrective action form appears with these fields:

Action Type — Select the type of action taken (e.g., Recalibrate, Adjust Setpoint, Continue to Monitor).
Action Description — Describe exactly what you did. Required for all action types except Continue to Monitor.
Removed from Service — Toggle on if the equipment was taken out of patient use.
Re-check Value — After corrective action, enter a new measurement to confirm the equipment is back in range.

Once saved, the parameter shows a green confirmation. On the Dashboard, the equipment tile shows a green background with an amber icon, indicating the OOR event was resolved.

The "Not In Use" Toggle

If equipment is temporarily powered down or awaiting repair, mark it as Not In Use during the QC check. This skips the equipment without recording a value and without affecting your completion status.

Navigating Between Steps

Use Next and Previous buttons to move between equipment steps.
A progress bar at the top shows how many steps you have completed and how many remain.
Click any step in the progress bar to jump directly to that equipment.
Tap the menu button (☰) at the top right of the check to open All cards. Every card is listed by name with a coloured dot (green complete, red needs action, navy partly entered, gray not started). Tap a name to jump to that card.

Staff can enter data only for the current day. Supervisors and above can correct earlier records from QC History, and can enter QC for a past date from QC History → Enter past QC (see the Backdated QC Entry article), if backdated entry is enabled for your laboratory.

Completing the Morning Check

Your morning check is complete when all parameters for all scheduled equipment have recorded values.

On the Dashboard:

All equipment tiles in the Morning QC Status panel should be green.
The Open QC Issues count should show zero.
A green banner confirms: "All equipment QC complete — Lab ready for patient procedures today."

If any tile is red or gray, investigate and resolve before beginning patient procedures.

Tips for an Efficient Check

Follow the workflow order — Your administrator arranged equipment in a logical sequence. Work through it in order.
Use parameter group views — Checking all temperatures in one step is faster than visiting each incubator separately.
Do not wait for saves — With auto-save on, enter a value and move straight to the next field.
Handle OOR values as they appear — Do not skip an out-of-range reading and plan to come back. The Dashboard will not show green until all OOR values are resolved.
Check the Dashboard when done — A quick look at the Morning QC Status panel confirms everything is complete.