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AENTE

Managing Services Workflow - Exams

Updated on: 11/12/2024

Within Aente, there is the Workflow feature. This submodule is intended for creating the technical information of services. In this feature, the user can add information that will be included in the report, such as consumables, equipment used, and providers responsible for this workflow, and also add release parameters. The workflow has two types:

Diagnosis

  • Focused on qualitative laboratory exams.

Procedure

  • Focused on general consultations.

Workflow for Diagnostics

Workflow for Rapid Test

Creating the Workflow for Rapid Test

To create a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to create the Workflow;
Click here to view the permissions.
  1. Service Workflow Create
  2. Service Workflow Get All/Get Self
  3. Service Workflow show
  4. Service Workflow Update/Update All

Once all necessary configurations are in place, you can proceed with the steps below:

  1. Access the Operational Module and select the Workflow tab.
    Note: You can search for this in the search bar at the top of the system by typing “workflow” and selecting the first option.
  2. Check if a workflow has already been created for the exam.
  3. Click the + button in the upper left corner.
  4. Add the name of the Workflow. This name will be important for searching in the Workflow tab and adding the workflow in the Service tab.
  5. In the Type field, select Diagnostic.
  6. In the Class field, select RapidTest.
    Note: This field affects the formatting of the result release. The category “RapidTest” is used for Immunochromatography tests.
  7. Select the status of this workflow—this selection will help categorize it in the search area.
  8. In the Technical Note PT and Technical Note EN fields, add the information that will appear in the Results Report in both English and Portuguese. The information should be added sentence by sentence.
    Note: Adding information sentence by sentence ensures that the formatting follows the order of addition, one below the other.
  9. In the Reference Value PT and Reference Value EN fields, add the reference value for the exam in both English and Portuguese; this information will appear in the report.
  10. In the Method Value PT and Method Value EN fields, add the method of the exam in both English and Portuguese; this information will also appear in the report.
  11. In the Report Name PT and Report Name EN fields, add the name of the exam in both English and Portuguese; this will be the title in the report.
  12. Click the Create Workflow button.
  13. Click on the People tab, then click the Add People button.
  14. In the People field, select the providers involved in the workflow, then in the Time in Minutes field, specify how long each provider will be in this workflow.
  15. Click on the Equipment tab, then click the Add Equipment button.
  16. In the Equipment field, select the equipment to be used in this workflow.
    Note: These pieces of equipment should be created in the “Raw Item Module” as Raw Items.
  17. In the Size field, select the unit of measurement for the equipment being added, and then in the Time in Minutes field, add the duration for which this equipment will be used in the workflow.
  18. After adding all the information, click the Save button.
  19. Click on the Consumables tab, then click the Add Consumables button.
    Note: These consumables are the raw items created in the “Raw Item Module”.
  20. In the Item field, select the items that will be used during the workflow.
  21. The Size field should indicate the size of the item that will be used in the workflow.
    Note: This size was added in the Metadata of the Raw Item.
  22. In the Quantity field, specify the quantity of these items that will be used.
  23. In the Sample Status of the Exam field, select the status in which this item will be used.
    Note: When choosing the status, the system will only deduct this item from stock after this status is selected.
  24. After adding all the information, click the Save button.
  25. For this type of “Class,” it is not necessary to add information in the Result Equation tab.
  26. Click on the next tab Validation where technical and procedural information for the exam is added.
  27. In the Attach Reference File and Attach Reference Report fields, you can add PDF files. Click the field and select the file.
    To view, click the green option on the right, and to download, click the cloud icon on the left.
  28. The options Add Target, Cycling Step, and Reaction Volumes are intended for Real-Time PCR exams.
  29. Return to the Workflow Details tab and click the Update Workflow button.

Editing the Workflow for Rapid Test

To edit a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to edit the Workflow;
Click here to view the permissions.
  1. Service Workflow Get All/Get Self
  2. Service Workflow show
  3. Service Workflow Update/Update All

Once all necessary configurations are in place, you can proceed with the steps below:

  1. Access the Operational Module and select the Workflow tab.
  2. Select the Workflow to be edited.
    You can search using the Search field by entering the name of the Workflow, the name of the responsible provider, ID number, exam Class, or the report name.
  3. In the Workflow Details tab, after making changes to the fields, click the Update Workflow button to save.
  4. In the People tab, to make changes to providers, click the blue button in the Actions column. After making changes, click Save.
  5. In the Equipment tab, to make changes to equipment, click the blue button in the Actions column. After making changes, click Save.
  6. In the Consumables tab, to make changes to consumables, click the blue button in the Actions column. After making changes, click Save.
  7. In the Result Equation tab, to make changes to equations, click the blue button in the Actions column. After making changes, click Save.
  8. In the Validation tab, to make changes to file fields, click the field and select another file to update. After making changes, click Update Validation at the bottom of the page.

Deleting the Workflow for Rapid Test

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To delete a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to delete the Workflow;
Click here to view the permissions.
  1. Service Workflow Get All/Get Self
  2. Service Workflow show
  3. Service Workflow Update/Update All
  4. Service Workflow Delete/Delete All

Once all necessary configurations are in place, you can proceed with the steps below:

  1. Access the Operational Module and select the Workflow tab.
  2. Select the Workflow to be deleted.
  3. Scroll to the bottom of the page and click the Delete Workflow button, then confirm in the pop-up window.

Workflow Restoration for Rapid Test

  1. Access the Operational Module and select the Workflow tab. Note: You can search for this in the search bar at the top of the system by typing “workflow” and selecting the first option.
  2. In the Filters field, select the Trash option. All deleted workflows will appear.
  3. Search by name, ID, or Updated by, using the Search field.
  4. Select the desired workflow.
  5. Once the page opens, a yellow banner will appear at the top. Click the Restore button.
  6. When a window pops up, click OK.

WorkFlow for ELISA

Creating the Workflow for ELISA

To create a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to create the Workflow;
Click here to view the permissions.
  1. Service Workflow Get All/Get Self
  2. Service Workflow show
  3. Service Workflow Update/Update All
  4. Service Workflow Delete/Delete All
  1. Access the Operational Module and select the Workflow tab.
    Note: You can search for this in the search bar at the top of the system by typing “workflow” and selecting the first option.
  2. Check if a workflow has already been created for the exam.
  3. Click the + button in the upper left corner.
  4. Add the name of the Workflow—this name will be important for searching in the Workflow tab and adding the workflow in the Service tab.
  5. In the Type field, select Diagnostic.
  6. In the Class field, select ELISA.
    Note: This field affects the formatting of the result release. The category “ELISA” is used for Immunoenzymatic Serological tests.
  7. Select the status of this workflow—this selection will help categorize it in the search area.
  8. In the Technical Note PT and Technical Note EN fields, add the information that will appear in the Results Report in both English and Portuguese. The information should be added sentence by sentence.
    Note: Adding information sentence by sentence ensures that the formatting follows the order of addition, one below the other.
  9. In the Reference Value PT and Reference Value EN fields, add the reference value for the exam in both English and Portuguese; this information will appear in the report.
  10. In the Method Value PT and Method Value EN fields, add the method of the exam in both English and Portuguese; this information will also appear in the report.
  11. In the Report Name PT and Report Name EN fields, add the name of the exam in both English and Portuguese; this will be the title in the report.
  12. Click the Create Workflow button.
  13. Click on the People tab, then click the Add People button.
  14. In the People field, select the providers involved in the workflow, and in the Time in Minutes field, specify how long each provider will be in this workflow.
  15. Click on the Equipment tab, then click the Add Equipment button.
  16. In the Equipment field, select the equipment to be used in this workflow.
    Note: These pieces of equipment should be created in the Raw Item Module as Raw Items.
  17. In the Size field, select the unit of measurement for the equipment being added, and then in the Time in Minutes field, add the duration for which this equipment will be used in the workflow.
  18. After adding all the information, click the Save button.
  19. Click on the Consumables tab, then click the Add Consumables button.
    Note: These consumables are the raw items created in the Raw Item Module.”
  20. In the Item field, select the items that will be used during the workflow.
  21. The Size field should indicate the size of the item that will be used in the workflow.
    Note: This size was added in the Metadata of the Raw Item.
  22. In the Quantity field, specify the quantity of these items that will be used.
  23. In the Sample Status of the Exam field, select the status in which this item will be used.
    Note: When choosing the status, the system will only deduct this item from stock after this status is selected.
  24. After adding all the information, click the Save button.
  25. In this type of “Class,” it is not necessary to add information in the Result Equation tab.
  26. Click on the next tab Validation where technical and procedural information for the exam is added.
  27. In the Attach Reference File and Attach Reference Report fields, you can add PDF files. Click the field and select the file.
    To view, click the green option on the right, and to download, click the cloud icon on the left.
  28. The options Add Target, Cycling Step, and Reaction Volumes are intended for Real-Time PCR exams.
  29. Return to the Workflow Details tab and click the Update Workflow button.

Editing the ELISA Workflow

To edit a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to edit the Workflow;
Click here to view the permissions.
  1. Service Workflow Get All/Get Self
  2. Service Workflow show
  3. Service Workflow Update/Update All
  4. Service Workflow Delete/Delete All
  1. Access the Operational Module and select the Workflow tab.
  2. Select the Workflow to be edited.
    Note: You can search using the Search field by entering the name of the Workflow, the name of the responsible provider, ID number, exam Class, or the report name.
  3. In the Workflow Details tab, after making changes to the fields, click the Update Workflow button to save.
  4. In the People tab, to make changes to providers, click the blue button in the Actions column. After making changes, click Save.
  5. In the Equipment tab, to make changes to equipment, click the blue button in the Actions column. After making changes, click Save.
  6. In the Consumables tab, to make changes to consumables, click the blue button in the Actions column. After making changes, click Save.
  7. In the Result Equation tab, to make changes to equations, click the blue button in the Actions column. After making changes, click Save.
  8. In the Validation tab, to make changes to file fields, click the field and select another file to update. After making changes, click Update Validation at the bottom of the page.

Deleting the Workflow for ELISA

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To delete a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to delete the Workflow;
Click here to view the permissions.
  1. Service Workflow Get All/Get Self
  2. Service Workflow show
  3. Service Workflow Update/Update All
  4. Service Workflow Delete/Delete All
  1. Access the Operational Module and select the Workflow tab.
  2. Select the Workflow to be deleted.
  3. Scroll to the bottom of the page and click the Delete Workflow button, then confirm in the pop-up window.

Workflow Restoration for ELISA

  1. Access the Operational Module and select the Workflow tab. Note: You can search for this in the search bar at the top of the system by typing “workflow” and selecting the first option.
  2. In the Filters field, select the Trash option. All deleted workflows will appear.
  3. Search by name, ID, or Updated by, using the Search field.
  4. Select the desired workflow.
  5. Once the page opens, a yellow banner will appear at the top. Click the Restore button.
  6. When a window pops up, click OK.

Workflow for CFXRealTime

Workflow Creation for CFXRealTime

To create a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to create the Workflow;
Click here to view the permissions.
  1. Access the Operational Module and select the Workflow tab.
    Note: You can search for this in the search bar at the top of the system by typing “workflow” and selecting the first option.
  2. Check if a workflow has already been created for the test.
  3. Click the + button in the upper left corner.
  4. Add the name of the Workflow—this name will be important for searching in the Workflow tab and for adding the workflow in the Service tab.
  5. In the Type field, select Diagnostic.
  6. In the Class field, select CFXRealTime.
    Note: This field will affect the formatting of the result release. The category “CFXRealTime” is used for Real-Time PCR tests.
  7. Select the status of this workflow. This selection will separate it in the search area.
  8. In the Technical Note PT and Technical Note EN fields, add the information that should appear in the Results Report in both English and Portuguese. Information should be added sentence by sentence.
    Note: Information should be added sentence by sentence to maintain formatting in the order added.
  9. In the Reference Value PT and Reference Value EN fields, add the reference value for the test in both English and Portuguese; this information will appear in the report.
  10. In the Method Value PT and Method Value EN fields, add the method for the test in both English and Portuguese; this information will also appear in the report.
  11. In the Report Name PT and Report Name EN fields, add the name of the test in both English and Portuguese; this will be the title in the report.
  12. Click the Create Workflow button.
  13. Click on the People tab, then click the Add People button.
  14. In the People field, select the providers involved in the workflow, then in the Time in Minutes field, add the time this provider will spend in this workflow.
  15. Click the Equipment tab, then click the Add Equipment button.
  16. In the Equipment field, select the equipment that will be used in this workflow.
    Note: These equipment items must be created in the Raw Item Module as Raw Items. Adding this equipment is crucial for releasing results in the Batch, as demonstrated in the Batch Creation Manual.
  17. In the Size field, select the unit of measurement for the equipment being added, then in the Time in Minutes field, add the time this equipment will be used in the workflow.
  18. After adding all the information, click the Save button.
  19. Click on the Consumables tab, then click the Add Consumables button.
    Note: These consumables are the raw items created in the Raw Item Module.
  20. In the Item field, select the items that will be used during the workflow.
  21. The Size field should reflect the size of the item being used in the workflow.
    Note: This size was added in the Metadata in the Raw Item.
  22. In the Quantity field, add the quantity of these items to be used.
  23. In the Sample Status of the Test field, select the status in which this item will be used.
    Note: By choosing the status, the system will only deduct this item from inventory after this status.
  24. After adding all the information, click the Save button.
  25. Click on the Result Equation tab, and click the Add Result Equation button.
  26. In the floating tab under Equation Type, select Qualitative.
  27. In the Phrase EN and Phrase PT fields, respectively, add the expected result in English and Portuguese for this first equation.
    Note: This information will be released in the report.
  28. Click the Add Conditions button.
  29. In the Channel field, add the fluorophore exactly as it will appear in the CSV file.
  30. In the Conditions field, select the end condition for this fluorophore, whether it will be greater than, less than, or equal to.
  31. In the Result Column field, add where the limit information is located in the file being imported.
  32. In the Limit field, add the limit value for this result.
  33. Click the Add Conditions button.
  34. In the Operator field, select whether the next line of the equation will be complementary (“And”) or an alternative for the same result.
  35. After adding all lines of the equation, click the Save button.
  36. Click on the next tab Validation where the technical and procedural information for the test is added.
  37. In the Attach Reference File and Attach Reference Report fields, you can add PDF files. Click the field and select the file.
    To view, click the green option on the right, and to download, click the cloud icon on the left.
  38. Click the Add Target button to add the main information about the reagent:
  • Fluorophore (Target)
  • Primer Sequences
  • Reverse Primers
  • Probes
  • Molarity
  • Target Description
  1. In the Cycling protocol field, click the +Add cycling Step button.
    Note: “Reaction Volumes” are for Real-Time PCR tests.
  2. Return to the Workflow Details tab and click the Update Workflow button.
  3. In the Cycling Stage, add the cycling information for the test; by clicking the Add Step button, you can add more rows.
  • These rows will contain the name of each cycle, duration (in hours:minutes:seconds), required temperature, number of cycles, and the selection of the reading stage.
  1. The next row is Reaction Volume where you will add the measurements of the inputs used in the reaction.
    Note: Values should be added in microliters, using a period to separate decimal places.
  2. Go back to the Workflow tab and click the Update Workflow button.

Editing CFXRealTime Workflow

To edit a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to edit the Workflow;
  1. Access the Operational Module and select the Workflow tab.
    Note: You can search for this in the search bar at the top of the system by typing “workflow” and selecting the first option.
  2. Search for the name of the Workflow in the Search field.
  3. Select the Workflow you wish to edit.
  4. In the first tab, after editing the fields, click the Update Workflow button.
  5. For changes in the People, Consumables, Equipment, and Result Equation tabs, click the blue button in the Action column.
    After making edits, click the Save button.
  6. In the Validation tab, to update document fields, click the field and choose a new document.
    After all changes in the Validation tab, click the Update Validation button.

Deleting the Workflow for CFXRealTime

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To delete a Workflow, certain prerequisites must be met:

  • You must have a provider account and be associated with an account;
  • Have the appropriate permissions to delete the Workflow;
Click here to view the permissions.
  1. Access the Operational Module and select the Workflow tab.
  2. Select the Workflow to be deleted.
  3. Scroll to the bottom of the page and click the Delete Workflow button, then confirm in the pop-up window.

Summary permissions for Service Workflow

Click here to view create permissions.
  1. Service Workflow Create
  2. Service workflow Get Self
  3. Service workflow Get By Locations
  4. Service workflow Get Equation Class
  5. Service workflow Get List
  6. Service workflow Show
  7. Service workflow Section Create
  8. Service workflow Section Get Action Groups
  9. Service workflow Section Get By user Groups
  10. Service workflow Section Get Self
  11. Service Workflow Section Show
  12. Service Workflow consumable create
  13. Service worflow consumable get all
  14. Service workflow consumable show
  15. Service Workflow Equipment Create
  16. Service Workflow Equipment Get All
  17. Service Workflow Equipment Show
  18. Service Workflow People Create
  19. Service Workflow People Get All
  20. Service Workflow People Show
  21. Service Workflow Result Equation Change Order
  22. Service Workflow Result Equation Create
  23. Service Workflow Result Equation Get All
  24. Service Workflow Result Equation Show
  25. Supply Chain Raw Item Get List
  26. Supply Chain Raw Item Get Scan Data
Click here to view editing permissions.
  1. Service workflow Get Self
  2. Service workflow Get By Locations
  3. Service workflow Get Equation Class
  4. Service workflow Get List
  5. Service workflow Show
  6. Service workflow Update
  7. Service workflow Update All
  8. Service workflow Section Get Action Groups
  9. Service workflow Section Get By user Groups
  10. Service workflow Section Get Self
  11. Service Workflow Section Show
  12. Service workflow Section Update
  13. Service workflow Section Update All

note: In order to edit this item you need the permission “Create”

  1. Service worflow consumable Create
  2. Service worflow consumable get all
  3. Service workflow consumable show
  4. Service workflow Consumable Update
  5. Service workflow Consumable Update All

note: In order to edit this item you need the permission “Create”

  1. Service Workflow Equipment Create
  2. Service Workflow Equipment Get All
  3. Service Workflow Equipment Show
  4. Service Workflow Equipment Update
  5. Service Workflow Equipment Update All

note: In order to edit this item you need the permission “Create”

  1. Service Workflow People Create
  2. Service Workflow People Get All
  3. Service Workflow People Show
  4. Service Workflow People Update

note: In order to edit this item you need the permission “Create” to do alterations inside the Equation

  1. Service Workflow Result Equation Change Order
  2. Service Workflow Result Equation Create
  3. Service Workflow Result Equation Get All
  4. Service Workflow Result Equation Show
  5. Service Workflow Result Equation Update
  6. Supply Chain Raw Item Get List
  7. Supply Chain Raw Item Get Scan Data
Click here to view deleting permissions.

note: You also need the permission “Update ALL” to be able to access the itens

  1. Service workflow Delete
  2. Service workflow Delete All
  3. Service workflow Get Self
  4. Service workflow Get By Locations
  5. Service workflow Get Equation Class
  6. Service workflow Get List
  7. Service workflow Show
  8. Service workflow Update
  9. Service workflow Update All
  10. Service workflow Section Delete
  11. Service workflow Section Delete All
  12. Service workflow Section Get Action Groups
  13. Service workflow Section Get By user Groups
  14. Service workflow Section Get Self
  15. Service Workflow Section Show
  16. Service workflow Section Update
  17. Service workflow Section Update All
  18. Service worflow consumable Delete
  19. Service worflow consumable Delete All
  20. Service worflow consumable Create *
  21. Service worflow consumable get all
  22. Service workflow consumable show
  23. Service workflow Consumable Update
  24. Service workflow Consumable Update All
  25. Service Workflow Equipment Create*
  26. Service Workflow Equipment Delete
  27. Service Workflow Equipment Delete All
  28. Service Workflow Equipment Get All
  29. Service Workflow Equipment Show
  30. Service Workflow Equipment Update
  31. Service Workflow Equipment Update All
  32. Service Workflow People Create*
  33. Service Workflow People Delete
  34. Service Workflow People Delete All
  35. Service Workflow People Get All
  36. Service Workflow People Show
  37. Service Workflow People Update
  38. Service Workflow Result Equation Change Order
  39. Service Workflow Result Equation Create
  40. Service Workflow Result Equation Delete
  41. Service Workflow Result Equation Delete All
  42. Service Workflow Result Equation Get All
  43. Service Workflow Result Equation Show
Click here to view restore permissions.

note: You would also need “Update” permissions to restore.

  1. Service workflow Get Self
  2. Service workflow Get By Locations
  3. Service workflow Get Equation Class
  4. Service workflow Get List
  5. Service workflow Restore
  6. Service workflow Restore All
  7. Service workflow Show
  8. Service workflow Update
  9. Service workflow Update All
  10. Service workflow Section Delete
  11. Service workflow Section Delete All
  12. Service workflow Section Get Action Groups
  13. Service workflow Section Get All
  14. Service workflow Section Get By user Groups
  15. Service workflow Section Get Self
  16. Service workflow Section Restore
  17. Service workflow Section Restore All
  18. Service Workflow Section Show
  19. Service workflow Section Update
  20. Service workflow Section Update All
  21. Service worflow consumable Create*
  22. Service worflow consumable get all
  23. Service worflow consumable get self
  24. Service workflow consumable show
  25. Service workflow consumable Restore All
  26. Service workflow consumable Restore
  27. Service workflow Consumable Update
  28. Service workflow Consumable Update All
  29. Service Workflow Equipment Get All
  30. Service Workflow Equipment Get Self
  31. Service Workflow Equipment Restore
  32. Service Workflow Equipment Restore All
  33. Service Workflow Equipment Show
  34. Service Workflow Equipment Update
  35. Service Workflow Equipment Update All
  36. Service Workflow People Get All
  37. Service Workflow People Get Self
  38. Service Workflow People Show
  39. Service Workflow People Restore
  40. Service Workflow People Restore All
  41. Service Workflow People Update
  42. Service Workflow People Update All
  43. Service Workflow Result Equation Get All
  44. Service Workflow Result Equation Get Self
  45. Service Workflow Result Equation Show
  46. Service Workflow Result Equation Restore
  47. Service Workflow Result Equation Restore All