PROOF OF CONCEPT — NOT FOR CLINICAL USE — internal testing only

Standard Storage Location — Installation Qualification

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Installation Details

Installer Signature

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Testing Equipment

Standard Storage Location Installation Qualification Checklist (v16)

Location Requirements

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Ensure location will accommodate the storage location dimensions. Location will accommodate the storage location.
2 Ensure all sides of the storage location are accessible for cleaning and maintenance. The storage location must be a minimum of 3 inches (76 mm) from the back of a wall, 2 feet from the left side of the wall, 1 foot (30.5 cm) from the right side of the wall and a minimum of 1 foot from the top. All sides of the storage location are easily accessible.
3 Must not be near heat sources or air conditioning sources. Storage location is not near a heat source or an air conditioning system.
4 Must be in a dust-free environment. The environment is substantially dust-free.
5 Must not be in direct sunlight. Storage location is not installed in direct sunlight.
6 Do not stack or use adjacent to other equipment. In the event that adjacent or stacked use is necessary, observe the storage location carefully to ensure normal operation. Storage location is not in contact with other equipment.
7 For stacked configuration of multiple storage locations both the top and bottom units must have leveling feet installed. The back brace bars and front stabilizing brackets must be used. When stacking a freezer and a refrigerator, always place the freezer on the bottom. Contact the manufacturer’s Technical Support for more information on the stacking kit, and on optional ways to secure both units to the wall and/or the floor. Stacked configuration installed as per manufacturer’s instructions.
8 Must not be positioned in narrow areas that disrupt airflow. Storage location is in a well-ventilated area.
9 Must be on a level surface. Storage location is on a level surface.

Electrical Requirements

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Uninterruptible Power Supply (UPS) recommended. UPS available.
2 It is strongly recommended that the storage location be connected to the emergency power system. Storage location is connected to emergency power system.
3 The storage location must be within 3 feet (1 metre) of an electrical outlet. The storage location must not be installed with a permanent electrical supply feed that cannot be disconnected. Storage location is the appropriate distance from an electrical outlet.
4 Ensure that the voltage and frequency of the power source matches the voltage and frequency inscribed on the storage location electrical rating label: EU: 230V / 50 Hz NA: 115 V / 60 Hz Power voltage and frequency match storage location electrical rating label.
5 Do not use extension cords or adapters to connect the storage location to the main power supply. Storage location is safely connected to the main power supply.
6 There must be an electrical outlet available for a printer which is consistent with the electrical requirements in the printer operations manual. Electrical outlet is available for a printer.

Setting up the Storage Location

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Transportation within the location must be arranged (for example, pallet truck, forklift, etc.). Suitable transportation is available.
2 Consider the weight of the storage location before moving it. Weight of the storage location varies. Transport method can safely transport the storage location.
3 The storage location should never be in any position except the upright position. Do not turn the storage location sideways or upside-down. Ensure the storage location has been in an upright position for at least 24 hours following shipping. Storage location has been stored appropriately in an upright position.
4 Use extreme caution when using heavy machinery (for example, forklift, pallet jack, etc.) to move the storage location. Storage location moved safely.
5 Move the storage location slowly. Storage location moved appropriately.
6 Before uncrating the storage location, check that it has not been damaged during transport. Storage location appears undamaged prior to uncrating.
7 Uncrate the storage location. Remove tape and all packaging material. Storage location uncrated appropriately.
8 Remove the manufacturer documentation from the storage location. Manufacturer documentation removed.
9 Ensure the storage location is level, side-to-side and front-to-back. Ensure it is solid on all feet. Storage location is level.
10 To prevent tipping, ensure the casters (if installed) are unlocked, leveling feet are lifted, and the door is closed before moving the storage location. Storage location can be moved safely.
11 Check the temperature probe container for integrity and fill 90% full with a 50/50 mix of water and glycol. Place temperature probe container into the storage location. Temperature probe container checked, filled with appropriate solution and placed inside the storage location.
12 Connect to main power supply. Connected to main power supply.
13 Switch on the storage location and allow it to run to reach normal operating temperature. Storage location at normal temperature.
14 For storage locations with temperature control ensure temperature control unit—for example, compressor—turns on. Temperature control unit on.

Temperature Configuration for Storage Locations with Temperature Control

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 If temperature logging is required for this customer site: Position temperature loggers in the top, middle and bottom drawers. Log temperatures for a minimum of 12 hours (enter number of hours in Comments field). Temperature loggers placed and temperatures logged for x hours.
2 Confirm factory mapping data. Logger data checked and verified.
3 Obtain storage location temperature minimum and maximum set points from customer. (Note the temperature values in the Comments field.) Minimum/maximum temperature set points obtained from customer.
4 Calculate offset and adjust. Temperature display correlates with storage location temperature.
5 Perform low temperature alarm check. Simulate a low temperature alarm. Verify the storage location temperature display during the test. Verify the alarm operation. Alarm works as set.
6 Perform high temperature alarm check. Open the door/drawer(s) and allow the storage location temperature to increase to the alarm set point. Verify the refrigerator temperature display during the test. Verify the alarm operation. Alarm works as set.
7 Allow the storage location to return to operational temperature. Storage location returns to operational temperature.
8 If the storage location has a defrost cycle then test the defrost cycle using manual key press. Defrost cycle engages for correct time period.

General

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Obtain permission from the customer to drill holes into the storage location. Permission obtained from customer to drill into the storage location.
2 Obtain all necessary equipment to install the electromagnetic lock. All equipment required is available.

Mounting the Electromagnetic Lock

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Attach the electromagnetic lock to the bracket. Place a rubber grommet or small spring behind the lock plate to allow it to absorb some movement when the door is closed and the gasket between the door and storage location is compressed. Attach the lock plate to the bracket using a machine screw, nuts and washers. Secure the nuts with Loctite 243 Threadlocker. Secure an acorn nut on the end of the machine screw that extends past the straight bracket (ensures there are no sharp edges for anything to get caught on). Electromagnetic lock attached to bracket. Screws/nuts tightened and secured with Loctite 243 Threadlocker. Acorn nut affixed to end of machine screw.
2 Attach brackets to body and door of storage location using machine screws, rivets or industrial adhesive. If using adhesive, lightly sand the surface in advance. Brackets attached to body and door of storage location.
3 Adjust the lock plate if necessary (adjust length of machine screw). It should sit flush against the face of the electromagnet when the door is closed. Lock plate adjusted.
4 Ensure the mounting point for the chosen protective earth point can be reached by the 6.6 foot (2 meter) protective earth cable (it must not be lengthened). Protective earth mounting point can be reached by cable.

Connecting the Electromagnetic Lock and the BloodTrack Kiosk

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Use a four-core shielded type (only three cores and the outer shield are used with the electromagnetic lock). The shield includes a drain wire. Attach the shield to the earthed metal chassis of the BloodTrack Kiosk via a conductive cable clamp. Feed the cable through the cable clamp so that the exposed shield interfaces with the conductive clamp on the side of the BloodTrack Kiosk chassis. Four-core shielded cable attached to earthed metal chassis of BloodTrack Kiosk via conductive cable clamp.
2 Route the cable from the magnet to the BloodTrack Kiosk via the cable conduit channeling. Cabling run from magnet to BloodTrack Kiosk.
3 Connect the electromagnetic lock to the terminal block located on the side of the BloodTrack Kiosk, using only an Alpha Wire 5104C 4C 22 AWG Xtra-Guard Shielded UL Type CM 105C cable (Haemonetics approved screened four-core cable). Electromagnetic lock connected to the terminal block on the side of the BloodTrack Kiosk.
4 Connect the wires to the terminal block connector on the side of the BloodTrack Kiosk. Link the 12V supply to the relay common (RC), when then powers the magnetic lock when the relay is engaged, as this connects RC to the normally open (NO) connection. Power then goes through the magnet to 0V completing the circuit and energizing the coil of the electromagnetic lock. Wires connected to the terminal block connector on the side of the BloodTrack Kiosk. 12V supply is linked to relay common (RC).

Fitting a Diode to the Electromagnetic Lock

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Connect the 1N4006 diode across the magnet connections so that the cathode of the diode is on the positive side of the magnet (banded cathode is connected to Pin 4, NO and the anode to Pin 6, 0V). IN4006 diode connected across magnet connection.
2 Ensure diode is firmly connected. Diode is firmly connected.

Connecting the Protective Earth Equipment Grounding Cable

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 The storage location door lock must be connected in a mechanically reliable way to a protective earth via the integrated green/yellow earth lead. Use only the EcoWire protective earth grounding cable noted in the Parts Required for Installation section on page 6

Testing the Electromagnetic Door Lock

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Launch the BloodTrack Courier Software. After the BloodTrack Courier Software loads, the electromagnetic lock should be energized and it should not be possible to open the storage location door.
2 Shut down the BloodTrack Courier Software. When the BloodTrack Courier Software shuts down, the electromagnetic lock should be de-energized and it should be possible to open the storage location door.
3 Launch the BloodTrack Courier Software. The ‘Scan Your Identification’ screen displays.
4 Touch the upper right corner of the screen. The ‘Enter Configuration Password screen displays.
5 Enter the BloodTrack Courier configuration password. The local BloodTrack Courier Configuration screen will display.
6 Touch Door Lock Test. The ‘Door Lock Test’ screen will display.
7 Touch Unlock to toggle the door lock magnet to open the door. The Unlock button will turn green and the BloodTrack Courier Software will display the status Unlocked at the bottom of the screen.
8 Touch Lock to lock the storage location door. The storage location door will lock.

Connecting to Storage Location With Built-In Lock And Temperature Probe

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Attach the cable from the back of the storage location to the communications/network port of the BloodTrack Kiosk. Cable attached to communications port of BloodTrack Kiosk.
2 Launch the BloodTrack Courier Software. After the BloodTrack Courier Software loads, the electromagnetic lock should be energized and it should not be possible to open the storage location door.
3 Shut down the BloodTrack Courier Software. When the BloodTrack Courier Software shuts down, the electromagnetic lock should be de-energized and it should be possible to open the storage location door.
4 Launch the BloodTrack Courier Software. The ‘Scan Your Identification’ screen displays.
5 Touch the upper right corner of the screen. The ‘Enter Configuration Password screen displays.
6 Enter the BloodTrack Courier configuration password. The local BloodTrack Courier Configuration screen will display.
7 Touch Door Lock Test. The ‘Door Lock Test’ screen will display.
8 Touch Unlock to toggle the door lock magnet to open the door. The Unlock button will turn green and the BloodTrack Courier Software will display the status Unlocked at the bottom of the screen.
9 Touch Lock to lock the storage location door. The storage location door will lock.

Software Configuration

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Within the ASK Manager Software, configure the appropriate Site and Location. Create a new Device configuration for the storage location, using a “friendly” name. Configure the Device Type as one of: Refrigerated Blood Storage Refrigerated Blood Stock Storage Frozen Blood Storage Frozen Blood Stock Storage Room Temperature Blood Storage Room Temperature Blood Stock Storage … (other model-specific Device Types such as ‘Helmer® i.Series® Blood Storage’ and so on) Create a new Device configuration for the BloodTrack® Kiosk using the BloodTrack Kiosk name. Enter names in Comment field. Items created within the ASK Manager system.
2 Within BloodTrack Manager® | Configuration | Courier, ensure a BloodTrack Courier Configuration Profile exists or create a new one. Appropriate BloodTrack Courier® Configuration Profile selected.
3 Within BloodTrack Manager | Configuration | Courier | Temperature, ensure a BloodTrack Courier Temperature Configuration Profile exists or create a new one. Ensure the Min Temp and Max Temp configuration settings match the temperature minimum and maximum set points obtained from customer—see Step 3 in the Temperature Configuration section on page 4. BloodTrack Courier Temperature Configuration Profile created with temperature minimum/maximum set points obtained from customer.
4 Within BloodTrack Manager | Configuration | Courier | Products, configure a Product Group for Storage Location profile for the storage location, containing the appropriate Product Groups and Emergency Blood Groups. Product Group and Emergency Blood Groups set for Storage Location.
5 Within BloodTrack Manager | Configuration | Courier | Kiosks, link the BloodTrack Kiosk to the Storage Location. BloodTrack Kiosk linked to the Storage Location.
6 Within BloodTrack Manager | Configuration | Courier | Profile Assignment, create a BloodTrack Courier Configuration Profile Assignment for the BloodTrack Kiosk associated with the storage location. BloodTrack Courier Configuration Profile assigned to the appropriate BloodTrack Kiosk.
7 Copy or choose the appropriate PRN file to the BloodTrack Courier\Labels folder for the labels the printer will print. Appropriate PRN file selected.
8 Start the BloodTrack Courier Software. The BloodTrack Courier Software starts.
9 Ensure that the correct profile loads correctly for the storage location, the door locks engage properly and the normal ‘Scan Your Identification’ screen appears. The storage location profile loads correctly and the ‘Scan your Identification’ screen appears with no error messages.
10 Access the BloodTrack Courier configuration screen using configuration password. The BloodTrack Courier Configuration screen displays.
11 Create a new Label Printing Configuration setting. Select Label Template File for Transfusion Tag, Transfusion Record and/or Emergency Blood for each Blood Product Group. (Enter Label Printer name in Comments field.) New Label Printing Configuration created.
12 Print test label(s). Test labels print.
13 Using the BloodTrack Kiosk, perform Move In and Move Out transactions to ensure the storage location door unlocks and locks correctly. Storage location door unlocks and locks correctly.
14 If configured for temperature monitoring, perform temperature calibration. Temperature calibrated.

Login Variations

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Manual Login: Unknown User ID. User is not known to the system, access not granted.
2 Manual Login: Valid User ID. User logs in properly, access granted, software moves to the next step.
3 Barcode User ID Login: Unknown User ID. User is not known to the system, access not granted.
4 Barcode User ID Login: Valid User ID. User logs in properly, access granted, software moves to the next step.
5 User ID with password: Invalid password. Invalid password. Access not granted, user prompted to try again.
6 User ID with password: Valid password. User logs in properly, access granted, software moves to the next step.
7 Login Without ID Login. Login Without ID red icon message displays, continues to normal system functionality.
8 Emergency Access Login. Emergency Access red icon message displays, continues to 'Emergency Blood' screen.
9 Inactivity Timeout. The BloodTrack Courier Software moves to main screen, logging the user out, after the maximum inactivity time is reached.

Unit Movement—Taking Out

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Pickup Slip scan. ‘Unlocking’, ‘Remove Unit' and 'Scan Unit Number' screens display with patient demographics shown on the left. Crossmatched units may be moved out with 'GOOD' message on unit scan.
2 Search 'By Patient Number'. Confirm Patient Details' screen with appropriate details displays. Choosing 'Yes' moves to ‘Select a Product’. After selecting the product: ‘Unlocking’, 'Remove Unit' screens display. Once that the unit is removed the 'Scan Unit Number' screen displays. Crossmatched units may be moved out with 'GOOD' message on unit scan.
3 Search 'By Last Name'. Confirm Patient Details' screen with appropriate details displays. Choosing 'Yes' moves to ‘Select a Product’. After selecting the product: ‘Unlocking’, 'Remove Unit' screens display. After removing the unit the 'Scan Unit Number' screen displays. Crossmatched units may be moved out with 'GOOD' message on unit scan.
4 Visual Patient Confirmation displays all patient demographics properly. All demographic details including Hospital Number, NHS number if present, Last Name, First Name, Date of Birth and Gender are displayed properly.
5 Prompt for transportation method. Transport method appears and appropriate method is reported when chosen.
6 Autologous, directed donation and volunteer unit. Appropriate unit type is chosen.
7 Transport Method 'Cooler'—Scan cooler box ID barcode—Unknown ID. Scan is discarded and the ‘Scan Cooler Barcode’ screen persists.
8 Transport Method 'Cooler'—Scan cooler box ID barcode—Known ID. Cooler box barcode is accepted, BloodTrack moves to next step properly.
9 Transport Method 'Cooler'—Scan cooler box ID barcode—No cooler barcode. ‘Touch Here if No barcode' button pressed, BloodTrack moves to next step properly.
10 Visual Product Inspection—'Yes' Chosen. Visual product inspection Yes/No message box appears. Choosing Yes moves to next step properly.
11 Visual Product Inspection—'No' Chosen. Visual product inspection Yes/No message box appears. Choosing No stops the transaction from proceeding.
12 Batch product. Batch product may be chosen properly form the list of suitable products available for the test patient, the unit number barcode on the batch product scans properly and the green 'GOOD' message displays when the unit number is scanned properly.
13 Crossmatched unit not available. Yellow icon message appears to state units are not available, door does not unlock.
14 Expired unit. Red icon message appears.
15 Unknown unit. Red icon message appears.
16 Unit that is already out—Same transaction. Yellow icon message appears to state the unit has already been scanned.
17 Unit that is already out—New transaction. Red icon message appears.
18 Retrieve another unit? Option 'No'. User is logged out, 'Scan Your Identification' screen displays, door is locked.
19 Retrieve another unit? Option 'Yes', more units available. If another unit available: After opening the door: After removing the unit and closing the door: Prompt to scan the unit appears. Unlocking screen displays. The ‘Remove Unit’ screen displays. The ‘Scan Unit Number’ screen displays.
20 Retrieve another unit? Option 'Yes', no units available. Yellow icon message appears to state units are not available.

Unit Movement—Putting In

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Unit past its dereservation date. User prompted to put the unit in the storage location, red icon message appears.
2 Expired unit. User prompted to put the unit in the storage location, red icon message appears.
3 Known available crossmatched units. The BloodTrack Courier Software unlocks storage location and prompts for the next unit to be put in, green icon message appears
4 Units on the same donation with different product code. The BloodTrack Software requests the user scan the product code on the unit, unlocks the storage location and then displays the green icon message.
5 Unknown unit. Red icon message appears, storage location remains locked.
6 Room temperature product moved into refrigerated storage. Red icon message appears, storage location remains locked.
7 Batch product. The BloodTrack Software unlocks storage location, after storing the unit green icon message appears and then prompts for the next unit to be put in.
8 Verify transport method—Incorrect method. User prompted to put the unit in the storage location, red icon message appears.
9 Verify transport method—Correct method. The BloodTrack Software unlocks storage location, prompts for the next unit to be put in, green icon message appears.
10 After 30 minutes—Maximum transport time exceeded? User prompted to put the unit in the storage location, red icon message appears.

Emergency Blood

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Emergency Blood available—Correct unit. Storage location unlocks. When user scans unit the green icon message screen appears.
2 Emergency Blood available—Incorrect unit. Storage location unlocks. When user scans incorrect unit the red icon message appears and the BloodTrack Software asks the user to return the unit to the storage location.
3 Emergency Blood available—No unit scanned. Storage location unlocks. After removing the blood and the timeout period has lapsed, the BloodTrack Software generates a ‘Removed without scanning ' alert.
4 No Emergency Blood available. Yellow icon message appears stating no units are available at this location. The storage location does not unlock.
5 Emergency Blood available—more blood—unallocated units still available The BloodTrack Software asks if another unit is required, user selects ‘Yes” and another unit is issued.

Inventory Management

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Update Unit—Inside. The storage location unlocks and prompts the user to scan the unit. On scanning the unit, the details of the unit are displayed. When the unit is updated, the user is prompted to store the unit (if State is ‘In’) then the green icon message appears and the workflow moves to ask the user to scan the next unit.
2 Update Unit—Outside. The storage location does not unlock, but prompts the user to scan the unit. On scanning the unit, the details of the unit are displayed. When the unit is updated to ‘Out’ and ‘Available’, the green icon message appears and the workflow moves to ask the user to scan the next unit.
3 Bulk Move—Known available unit. On unit scan, a green icon message screen appears. The user is not to enter in or verify any patient details regarding this unit.
4 Bulk Move—Problem unit. On unit scan, a red icon message appears to notify the user there is a problem with this unit. Workflow continues as normal.
5 Bulk Move—Unknown unit. On unit and product code scan, a red icon message appears to notify the user there is a problem with this unit. Workflow continues as normal.
6 Return To Stock—Inside. The storage location unlocks and prompts the user to scan the unit. On scanning the unit, the green icon message is displayed. Workflow returns to asking the user to scan the next unit.
7 Return To Stock—Inside—Expired unit. The storage location unlocks and prompts the user to scan the unit. On scanning the unit, the red icon message is displayed. Workflow returns to asking the user to scan the next unit.
8 Return To Stock—Unit already Returned To Stock. The storage location unlocks and prompts the user to scan the unit. On scanning the unit, if the unit was returned to stock in the same transaction, the yellow icon message is displayed, informing the user the unit has already been scanned. In a separate transaction, a red icon message screen displays, informing the user the unit has already been returned to stock. Workflow returns to asking the user to scan the next unit.
9 Return To Stock—Outside—Unknown unit. The storage location does not unlock but prompts the user to scan the unit. On scanning the unit, he BloodTrack Software asks for a product code scan. On scanning the product code, the red icon message is displayed. Workflow returns to the ‘Taking Out’ screen.
10 Return To Stock—Unit that is outside. The storage location does not unlock but prompts the user to scan the unit. On scanning the unit, the green icon message is displayed. Workflow returns to the ‘Taking Out’ screen.
11 Return To Stock—Inside—Batch product—Select From List The storage location unlocks and prompts the user to scan the unit. On scanning the unit, the green icon message is displayed. Workflow returns to the ‘Taking Out’ screen.
12 Fate Unit—Transfused. The storage location does not unlock but prompts the user to scan the unit. On scanning the unit, the green icon message is displayed. Workflow returns to asking the user to scan the next unit.
13 Fate Unit—Transfused retrospectively (at BloodTrack Manager Software PC). The user scans the unit, selects 'Transfused' and chooses the retrospective date. On completion of the last field, the green icon message is displayed. Workflow returns to the 'End Transfusion' screen.
14 Fate Unit—Unit already fated. The storage location does not unlock, but prompts the user to scan the unit. On scanning the unit, if the unit was fated in the same transaction, the yellow icon message is displayed, informing the user the unit has already been scanned. In a separate transaction, a red icon message screen displays, informing the user the unit has already been fated. Workflow returns to asking the user to scan the next unit.
15 Fate Unit—Unknown unit. The storage location does not unlock but prompts the user to scan the unit. On scanning the unit, the BloodTrack Software asks for a product code scan. On scanning the product code, the red icon message is displayed. Workflow returns to asking the user to scan the next unit.

Temperature Readings

Air temperature:
Product temperature:
Temperature Control Unit, e.g. Compressor, set point:
Alarm HIGH:
Alarm LOW:
Installer Comments
Incident Report Reference(s), if installation failed
Attachment ReferenceDescriptionNumber of Pages
Overall Result

Kiosk Installation Qualification Checklist

General

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Are there sufficient emergency power outlets (electrical mains) in the location? There are sufficient emergency power outlets.
2 Compliant electrical specifications. The Kiosk requires 120-240v power at the fridge location and must be designed to work with a single-phase power system having a grounded neutral conductor. Power supply is sufficient.

Kiosks – Hardware Requirements

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Must not be near heat sources or air conditioning sources. The installation location is not near a heat source or an air conditioning system.
2 Must not be in direct sunlight. The Kiosk is not installed in direct sunlight.
3 Must be in a dust-free environment. The environment is substantially dust-free.

Parts Required for Installation

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Kiosk. Kiosk is present and suitable.
2 Manufacturer supplied power cable. Power cable is present, suitable, and securely connected.
3 USB cable for printer—ensure the cable is long enough to reach the Kiosk. USB cable is present and suitable if required for a printer.
4 Uninterruptible Power Supply (UPS) (if required). 575VA/345W or better capacity.
5 Ethernet network connection for the Kiosk to communicate with the BloodTrack Server. An Ethernet network port is available and suitable near the installation location.
6 Printer (if required). Printer is present.
7 External lock(s), relay cable(s) and relay port adaptor (if applicable) External lock(s), relay cable(s) and relay port adaptor are present. Document the external lock in the Comments
8 Serial cable(s), serial port adapter (if applicable) Serial cable(s), and serial port adapter are present.

Kiosks – Hardware Installation

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Ensure that the wall or desktop surface will safely support at least four times the combined weight of all attached equipment and hardware. Kiosk V5: Kiosk Only: 9.9 lbs. / 4.5 kg With shelf: 10.8 lbs. / 4.9 kg With stand: 20.5 lbs. / 9.3 kg Kiosk V6: 13.67lbs. / 6.2 kg For Kiosk V5: Wall supports 84 lbs. / 38 kg For Kiosk V6: Wall supports 56 lbs / 25kg
2 Is the Kiosk mounted to wall or table properly? Kiosk is firmly mounted to wall/table.
3 Are cables secured appropriately? Cables are secured by ties or trunking.
4 If UPS is planned to be used, is the UPS connected properly and the Kiosk attached to the battery-protected supply? UPS is plugged into the emergency power supply, connected and powering Kiosk.
5 Does the scanner have the correct configuration to scan the user ID barcodes? User ID barcodes can be scanned.
6 Does the scanner have the correct configuration to scan the hospital blood bags? Blood bag barcodes can be scanned.
7 Does the Kiosk have the correct Regional Settings? Regional Settings are correct.
8 Are the Keyboard Settings correct for the configured Region? Keyboard Settings are correct.
9 Is the external lock set properly fitted (if applicable)? Locks firmly fixed to storage location (where applicable).
10 Storage device lock test passed in the Storage device Installation Qualification? Storage device lock test passed.

General

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 To install the BloodTrack Courier® Software, sufficient local administrative rights must be provided to the Haemonetics installer. These can be provided locally, as part of a workgroup or domain. If adding to domain, and the Hospital IT department has disabled the standard local accounts, the Hospital IT department must provide the login details. Sufficient rights have been obtained.

Third-Party Software Requirements – Kiosks

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Installation media checked with an anti-virus tool to ensure it is virus-free. Installation media is virus-free.
2 Necessary users are created or configured. (List user names in the Comments field.) Local administrator is created or configured. Local user is created or configured (if necessary).
3 The local user accounts are set so that the passwords never expire. The account passwords will never expire.
4 The local Courier auto-log-in user account is set to be able to change regional/date and time settings. The user account must have the group policy assigned to “Change the system time”. This user has these rights.
5 The group policy for the local Courier auto-log-in user account does not include a pre-logon message. Group policy for this user does not include a pre-logon message.
6 The local user account has read/write access to the Neoteric folder(s) and all sub-folders. This user has these rights.
7 The local user account is set to be able to browse the network. This user has these rights.
8 Local user account is added to domain or appropriate workgroup. Local user account added to domain/workgroup.
9 If added to domain, ensure the Kiosk is assigned to an Active Directory (AD) Organizational Unit (OU) such that it does not receive automatic software installations as a regular computer may, and also does not require CTRL+ALT+DEL to login, etc. Kiosk assigned to an AD OU, and does not receive software updates for end user workstations.
10 If added to domain, domain users are added to local administrators group as is necessary. Domain users added to local administrators group.
11 (Applicable to Kiosk V5 only) The touch screen is calibrated properly with the touch-screen utility. Touch-screen correctly calibrated.
12 If an antivirus software is supplied and installed by customer. The antivirus must be configured to bypass the following paths: C:\Program Files (x86)\Neoteric and its subfolders C:\ProgramData\Neoteric and its subfolders Note: It is the responsibility of the hospital IT Department to ensure that the antivirus is set to automatically update properly. Antivirus package installed by customer and configured appropriately.
13 If UltraVNC is used, the antivirus rules must allow UltraVNC UltraVNC is allowed in the antivirus rules.
14 Windows updates are configured as agreed with customer IT department and the Blood Bank Manager. Windows updates configured as noted.
15 Set the Host Name of the Kiosk based on the Installation Details section.. Kiosk Host Name is set per the Installation Details section
16 The printer is installed correctly (if required) using the appropriate printer driver. Printer is installed and connected to the Kiosk.  Printer is successfully added to Printers & Faxes/ Devices and Printers on the Kiosk with the correct driver.
17 Printer is connected to power and USB. Printer turns on. Enable printer’s auto-on feature if available. Printer is connected to USB and powered on. Printer’s auto-on feature is enabled if available.
18 The Keyboard layout in Microsoft Windows is set to one of the supported layouts The keyboard layout is set to one of the following layouts: English – US English – UK French – France German – Germany Italian – Italy Spanish - Spain
19 Onscreen keyboard runs. Settings changed to appropriate keyboard layout (for example, 102 key layout). Keyboard layout is configured.
20 Configure Timezone. Timezone is configured.
21 Confirm Auto start is configured. Auto start is working, i.e. kiosk powers on when power is supplied without having to turn on a kiosk power switch.
22 Windows Firewall Service is configured to allow client-server communication properly. (List configuration properties in Comments field.) Windows Firewall is configured and Kiosk can communicate with the BloodTrack server.
23 Add the following shortcuts to Quick Launch toolbar/taskbar: Command prompt shortcut Onscreen keyboard shortcut File Explorer shortcut Command prompt shortcut, onscreen keyboard shortcut and File Explorer shortcut are added to Quick Launch toolbar/taskbar.
24 Windows Folder options configured appropriately. Windows folder options are set to: show hidden files and folders, extensions and protected operations system files.
25 Remote support application is installed appropriately for support of client devices. (List applications in Comments field.) Application is installed and configured to connect to clients and to allow internal remote connections from Haemonetics.
26 In the Kiosk Control Center, ensure custom shell is disabled for standard users. Custom shell is disabled for standard users.
27 In the Kiosk Control Center, ensure “Do Nothing” is selected as the “Default action when monitored application exits” “Do Nothing” is selected as the “Default action when monitored application exits” in the Kiosk Control Center.
28 In the Kiosk Control Center, setup and enable Auto Logon. Auto Logon is configured in the Kiosk Control Center.
29 (Kiosk V6 Only) In the Kiosk Control Center, ensure Crash Log Reporting consent is not checked in Crash Log Reporting checkbox is not checked in the Kiosk Control Center.
30 Kiosk Monitor is configured to always remain active, and does not enter standby, hibernation, or any power-saving mode. Kiosk Monitor is configured to always remain active.
31 Auto-mute on Kiosk start-up is disabled. Auto-mute is disabled.

Installing the BloodTrack Software

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Install BloodTrack Courier Software . BloodTrack Courier Software is installed with correct server IP address and port.
2 Verify that the application installed to %PROGRAMFILES%\Neoteric\BloodTrack Courier. Applications are installed properly.
3 Ensure that the ksn.txt file containing the Kiosk inventory number is created and placed in the root directory; for example, C:\ksn.txt. The ksn.txt file is in the root directory.
4 Verify that the BloodTrack Courier Configuration Profile is configured for the Kiosk and the storage location is configured within both the ASK Manager system and the BloodTrack Manager® Software in the Blood Bank. The Kiosk and the storage location are configured.
5 Launch the BloodTrack Courier Software. Confirm that the ‘Scan Your Identification’ screen displays. Touch the top left corner of the screen. Confirm it is the correct version. The client software is the correct version.
6 Verify that the BloodTrack Server IP address set during installation matches the IP Address value or DNS name configured in the Courier.ini file. The IP address is correct.
7 The BloodTrack Courier Software is configured with correct printer and label templates (if required). The BloodTrack Courier Software is configured with correct printer and label templates and successfully prints test printouts.
8 Open the local configuration screen. Test that the door lock operation is working correctly. Door locks locking and unlocking appropriately.
9 Exit the BloodTrack Courier Software using the configured exit password. Confirm the Kiosk displays the Windows desktop. The password worked correctly and the Kiosk displays the Windows desktop.

Password Management

Test Description Expected Result P-Pass / F-Fail / N/A Initials Actual Result (Comments)
1 Default password for the Windows local user accounts (haemonetics and generic) are not to be shared. If the customer needs access to the local administrative user account, the password must be changed to a uniquely generated password. The new password must be recorded in Haemonetics password vault system. *The password for the default local administrative user must not be shared with the customer, it is for Haemonetics use only. Password for the Windows local administrative user account is updated and stored in the password vault system.
2 If customer does not have an administrative user account through Active Directory, an additional local administrative user account must be created, the initial password must be uniquely generated. This password must be recorded in Haemonetics password vault system and shared with the customer. Password for the new Windows local administrative user account is created and stored in the password vault system in the customer file, and shared with the customer.
3 The default password for UltraVNC must be changed to a uniquely generated password. The new password must be recorded in Haemonetics password vault system. Password for UltraVNC is changed and stored in the password vault system in the customer file. The new password is shared with the customer if applicable.
Installer Comments
Incident Report Reference(s), if installation failed
Attachment ReferenceDescriptionNumber of Pages
Overall Result

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