Sample Management Analytics (SMA) streamlines trial sample tracking with automated features for reconciliation, visualization, and reporting. It efficiently manages clinical samples like biological samples, EKGs, and radiology samples transferred between clinics and labs via manifest documents, ensuring accurate data reconciliation between multiple entities.
SMA Key Features:
- SMA is published on a Qlik server separate from the elluminate server.
- SMA is a standalone entity containing load scripts, data models, and visualizations in a proprietary file.
- Reloads are triggered by elluminate import events, where elluminate signals the Qlik server to open the app and execute the load script to build SMA's data model from elluminate databases.
- Visualizations display data only from SMA's internal data model.
- Data freshness depends on the elluminate data source at the last reload.
- The elluminate database is SMA's sole source of data.
- SMA queries data during reloads but lacks native mechanisms to write data.
- Users can view SMA base sheets and create private / community sheets, with visualizations limited to data within the data model.
SMA, like all Analytics apps, has several common features such as filtering, selection tools, bookmarks, etc. For details on all Analytics functionality, please refer to the Analytics section or the Analytics courses in the Learning Portal.
In this article, you will find information on all the available out-of-the-box SMA sheets. Use the Table of Contents at the right to navigate to the sheets of interest.
Important: The list of sheets does not include custom sheets specific to your team.
Sample Management Analytics (SMA) Home Page
The Home Page shows data for all studies. Use the Home Page to view a high-level status of the sample ecosystem.
- Use the three buttons (only on the Home Page) to access other sheets
- View samples navigates you to the Sample Flow sheet
- Create report navigates you to the Sample Overview Report Builder sheet
- Explore data navigates you to the Subject Overview sheet
Tip: Any applied filters (shown in the Selections toolbar) will remain when you move to another sheet. Remove a filter by clicking the 'x' next to the filter in the Selections toolbar.
Sample Flow
Use the Sample Flow sheet to view a graphical presentation of the journey each sample has taken from site to final destination. Samples are shown by site, sample type, intermediate locations, and destination.
If multiple studies are available, one study must be selected.
- Hover over each site to see the number of total samples.
- Hover over the vertical bars for each location to see the total number of samples tracked there.
Tip: Click the house icon at the top left to return to the Home Page.
Sample Details by Collection Status
Use the Sample Details by Collection Status sheet to view a suite of high-level visualizations based on the collection status of each sample.
- Expand each visualization to Full screen to see all data plus legends.
Sample Details by Location
Use the Sample Details by Location sheet to view a suite of high-level visualizations based on the current location of each sample.
- Expand each visualization to Full screen to see all data plus legends.
Sample Details by Sample Status
Use the Sample Details by Sample Status sheet to view a suite of high-level visualizations based on the current status of each sample.
- Expand each visualization to Full screen to see all data plus legends.
Current Sample Locations
Use the Current Sample Locations sheet to view visualizations that provide detailed location information of each sample.
- Enter Duration Threshold: By default, 15 days is selected, click the drop-down to select 30, 45 or 60 days. This highlights samples at a location longer than the defined threshold. Samples that exceed the defined threshold highlight yellow.
- Display Sample IDs: By default No is selected, click the drop-down to select Yes.
Sample Overview Report Builder
Use the Sample Overview Report Builder sheet to create configurable reports of sample locations, and expected vs collected samples by site, subjects, visits, time points, and / or aliquots.
- Select the appropriate Yes or No to Display Sites, Display Subjects, Display Visits (hover over the right corner to expand, then select Yes or No), Display Time Points (also includes Yes-as pre & post dose), and Display Aliquot.
- Expand each visualization to Full screen.
- Locations of Samples by Site and Subject: Yellow 'Multiple' cell displays if there is more than one sample recorded in a cell based on the configuration.
- Expected vs Collected Samples by Site and Subject: This listing will populate only if Collection Schedules are provided.
Sample Details Report Builder
Use the Sample Details Report Builder sheet to create configurable reports of sample details.
- Select the appropriate Yes or No to Display Sites, Display Subjects, Display Visits, Display Time Points (also includes Yes-as pre & post dose), and Display Aliquot.
- Expand visualization to Full screen.
Subject Overview
Use the Subject Overview sheet to view a suite of visualizations that allow in-depth investigation into sample-related activity for a subject. One study and subject must be selected for all charts to show data.
- Select one study and subject.
- Expand each visualization.
Schedule Overview
Use the Schedule Overview sheet to view visualizations that display all data related to sample collection schedules.
- Expand each visualization.
Reconciler Results
Use the Reconciler Results sheet to compare sample data pre and post manifest reconciliation.
- Expand each visualization.
- In the Raw Sample Data table, use the Reconciler Fields column (far right) to view which fields were used to reconcile each record.
Unreconciled Samples
Use the Unreconciled Samples sheet to compare unmatched samples from various sources to determine why they did not reconcile. Only collected samples are listed. Study, Subject, Sample Type, and Aliquot are always used in reconciling. Highlighted fields indicate additional reconciliation criteria.
Comparison and Sample Type must be selected.
Data Anomalies
Use the Data Anomalies sheet to investigate discrepancies in pre and post reconciliation data. Highlighted cells indicate possible issues.
Data is identified as anomalous when:
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Application Information
Use the Application Information sheet to view application Information, such as what's new in SMA for the version you are using, when the data was last refreshed broken out by domain, a glossary of terms used in SMA, and descriptions of sheets.