UNIFI: The user environment Ken Eglinton Nordic User Training, September 2013

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1 UNIFI: The user environment Ken Eglinton Nordic User Training, September Waters Corporation 1

2 What is UNIFI? Single Platform for Chromatography, Mass Spectrometry, Data Management and Laboratory Workflow Intuitive User Interface Solution for Regulated and Non-Regulated Laboratories Scalable Open Architecture Complete Application Solutions 2013 Waters Corporation 2

3 Topics Covered My Work Sample submission Result review Reporting results Signing reports Qualification and maintenance Other 2013 Waters Corporation 3

4 My Work 2013 Waters Corporation 4

5 My Work 2013 Waters Corporation 5

6 Sample Submission 2013 Waters Corporation 6

7 Sample submission 2013 Waters Corporation 7

8 Result Review 2013 Waters Corporation 8

9 Adaptive review application for wide range of needs 2013 Waters Corporation 9

10 The Review Workflow What we mean by Workflow Combines Filters Injections and Components Limits Custom Fields Screen Layout Displayed controls, table columns User customizable Allows you to review the data in a approach that is relevant to you 2013 Waters Corporation 10

11 User interface tools adjusts to roles and capabilities of users Leverage workflow steps to facilitate the review of your bioanalytical quantitative experiment results 2013 Waters Corporation 11

12 User interface tools adjusts to roles and capabilities of users or a biopharmaceutical peptide map 2013 Waters Corporation 12

13 User interface tools adjusts to roles and capabilities of users or a biopharmaceutical intact protein (reduced) 2013 Waters Corporation 13

14 User interface tools adjusts to roles and capabilities of users or a metabolite identification experiment with biotransformation information 2013 Waters Corporation 14

15 User interface tools adjusts to roles and capabilities of users or a pesticide screen quantification 2013 Waters Corporation 15

16 Reporting Results 2013 Waters Corporation 16

17 Key Feature Reporting 2013 Waters Corporation 17

18 Preview mode - Navigating using bookmarks 2013 Waters Corporation 18

19 Finding text in a report 2013 Waters Corporation 19

20 Reusing parts of a report 2013 Waters Corporation 20

21 Reusing parts of a report Graphic Copy = Copies image to clipboard Extract = Saves image as a file (bmp, jpg, gif, tif, png, emf) Text Copy = Copies text to clipboard Extract = Saves text as a file (txt, html, csv, xml) Export Exports the whole report as a pdf 2013 Waters Corporation 21

22 The Report Designer 2013 Waters Corporation 22

23 The Designer Report Objects If there is a plot or table in Review, there s a report object for it! 2013 Waters Corporation 23

24 The Designer Each object can be Customized w/ object-specific properties Tweaked for optimal appearance o Style & color of fonts, plots & tables Filtered & Ordered Grouped together 2013 Waters Corporation 24

25 The Designer Ribbon Bar 2013 Waters Corporation 25

26 Signing Reports 2013 Waters Corporation 26

27 The signature method 2013 Waters Corporation 27

28 Starting the signature sequence 2013 Waters Corporation 28

29 Signing off at level Waters Corporation 29

30 Applying a signature 2013 Waters Corporation 30

31 Signing off at level Waters Corporation 31

32 Applying a signature 2013 Waters Corporation 32

33 The signature page 2013 Waters Corporation 33

34 Working with imported documents 2013 Waters Corporation 34

35 Data Repository Tools in UNIFI File Import/Conversion MassLynx Raw (individually or from Sample List) to UNIFI Sample Set Documents (pdf, Microsoft Office) to UNIFI reports File Export/Conversion UNIFI Sample Set to MassLynx Raw UNIFI reports to pdf documents Results Export Table export Report extraction templates Print from... Sign and approve electronically Search capabilities Raw Data Files Training References Papers SOP Reports 2013 Waters Corporation 35

36 What documents are important to your workflow? 2013 Waters Corporation 36

37 Custom fields & formulas 2013 Waters Corporation 37

38 Custom fields and formulas What are they? Sample or component descriptors o Batch number, label claim, sample submitter, Component or peak calculations o Wide variety of formulas possible: 2013 Waters Corporation 38

39 Custom fields and formulas Stored in a single pool & accessible from the analysis method 2013 Waters Corporation 39

40 Custom fields and formulas How do I edit formulas? Can optimize formulas in context with the data within an analysis Waters Corporation 40

41 58.63 Maintenance and calibration of equipment Managing Qualification Processes and Documentation 2013 Waters Corporation 41

42 UNIFI Qualification Centre Perform instrument and software qualifications automatically Modules Instrument as Systems PC s Record Maintenance and Qualification Events Store qualification reports/results electronically Store Firmware versions as well as ID of modules 2013 Waters Corporation 42

43 Tools for managing change: Unique UNIFI Qualification Center 2013 Waters Corporation 43

44 Change Control Tool- Instruments Controls 2013 Waters Corporation 44

45 Change Control Tools - Computers OS Updates 2013 Waters Corporation 45

46 58.63 Maintenance and calibration of equipment Documentation of Maintenance Activities 2013 Waters Corporation 46

47 Replace Paper Log Books 2013 Waters Corporation 47

48 Replace Paper Log Books 2013 Waters Corporation 48

49 58.63 Maintenance and calibration of equipment Other 2013 Waters Corporation 49

50 Key Feature UNIFI Scientific Library Small Molecules, Proteins & Peptides Physical Properties Formula, Structure, Sequence Experimental Notes Associated Articles Record Observed Analytical Data Mass, RT, Wavelength, Drift Spectra, Chromatograms Mass Fingerprints Store data for Different Techniques o UV, MS, IR, NMR Multiple Instruments Varied System settings Periodic measurements Records Optimized Instrument settings Precursor & Product Masses Absorbance Wavelengths Optimum CV & CE Search Component Information Produce Candidate Hit List Chromatography Settings Use to construct New Methods 2013 Waters Corporation 50

51 Quick Search Always available & easily accessible Searches all folders you have access to Includes: raw data, processed results, reports, methods, imported documents 2013 Waters Corporation 51

52 For more Attend the UNIFI Administration Environment workshop Data Folder Hierarchy and Roles/Permissions User Accounts Security Checks o Assigned Roles Data Folders and Access Grants o Access Grants Rules/Behaviors o Stopping Inheritance Global Policies and Folder Policies Offline Storage Manager 2013 Waters Corporation 52

53 Questions? 2013 Waters Corporation 53

UNIFI: an innovative enabling platform Ken Eglinton Nordic User Training, September 2013

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