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 all equipment is checked every day. Each piece of equipment has a configured schedule:

Schedule	When it appears
Daily	Every day
3x per week	Three specific days (e.g., Mon / Wed / Fri)
Weekly	One specific day per week
Monthly	One specific day per month

If equipment is not scheduled for today, it will not appear in the workflow.

Entering QC Values

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

Tap or click the input field for the parameter.
Type the measured value.
The value auto-saves after 2 seconds — no Save button required.
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.
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.

Dropdown Parameters

Choose the appropriate option from the list.
The selection auto-saves immediately.
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 2.5 seconds of inactivity.

Auto-Save Behavior

Impart QMS saves values automatically so you can work quickly through the workflow:

Parameter type	Auto-save delay
Numeric / Integer	2 seconds after you stop typing
Text	2.5 seconds after you stop typing
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.

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 with a passing re-check value is required.
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.

Supervisors and administrators can use the date selector at the top of the page to navigate to previous dates and review or edit historical entries. Staff can only enter data for the current day.

Supervisors and above can also 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 organization.

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 — Auto-save handles everything. Enter a value and immediately move 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.