FULL FEATURE LIST
Everything Included
Online Laboratory Application Portal
- Self-service Online Application Form for New Participant Laboratories
- Lab Profile ? Name, Address, Accreditation Number, Scope & Contact Details
- Document Upload at Application ? Accreditation Certificate, Scope of Accreditation
- Scheme Catalogue Browsing & Scheme Selection at Enrolment
- Measurand & Test Method Declaration per Scheme
- Application Status Tracking (Submitted ? Under Review ? Approved / Rejected)
- Automated Acknowledgement Email on Application Submission
- Rejection Reason & Resubmission Workflow
Participant Vetting & Approval Workflow
- PT Coordinator Review Queue for Pending Applications
- Eligibility Check Against Scheme Scope & Requirements
- Accreditation Verification & Expiry Date Monitoring
- Conditional Approval with Outstanding Document Requests
- Approval Notification with Login Credentials & Welcome Pack
- Annual Renewal & Re-enrolment Reminder Workflow
- Participant Suspension & Withdrawal Management
- Multi-site & Group Account Linkage
Subscription, Fees & Invoicing
- Scheme Participation Fee Configuration per Round or Annual
- Proforma Invoice Generation on Enrolment Confirmation
- Online Payment Gateway Integration (Credit Card, Bank Transfer)
- Payment Confirmation & Receipt Generation
- Unpaid Fee Escalation & Round Access Restriction
- Multi-currency & Tax (VAT) Support
- Financial Summary Report per Scheme & Period
- Credit Note & Refund Workflow for Withdrawals
PT Scheme Design & Configuration
- Scheme Creation ? Name, Measurand, Matrix, Test Method & Frequency
- Scheme Scope Linkage to ISO/IEC 17043 Accreditation Annex
- Qualitative, Quantitative & Semi-quantitative Scheme Type Support
- Assigned Value Method Selection (Consensus, Formulated, Reference Lab)
- Performance Assessment Criteria ? z-Score, En Number, % Bias
- Custom Scoring Thresholds per Measurand & Scheme
- Scheme Archiving, Versioning & Historical Record Retention
- Scheme-specific SOP & Instruction Document Attachment
Round Scheduling & Participant Invitation
- Annual / Biannual / Ad-hoc Round Calendar Setup
- Key Milestone Configuration ? Dispatch Date, Submission Deadline, Report Date
- Participant Invitation Email with Round Instructions & Sample Advice
- Participation Confirmation & Declination Tracking
- Round Amendment & Deadline Extension with Participant Notification
- Instructions to Participants (ITP) Document Generation & Distribution
- Sub-group & Peer Group Configuration within a Round
- Round Status Dashboard ? Invited, Confirmed, Sample Dispatched, Results Received
Sample / Item Preparation & Batch Management
- PT Item / Sample Batch Registration with Unique Batch ID
- Matrix, Container Type, Quantity & Storage Condition Capture
- Preparation Date, Preparer & Laboratory Linkage
- Reference Material Lot Number & Certificate Attachment
- Subcontracting Lab Assignment for Sample Preparation
- Blind Sample (Control) Preparation & Labelling
- Sample Preparation SOP Linkage & Compliance Sign-off
- Batch Approval Workflow before Dispatch
Homogeneity & Stability Studies
- Homogeneity Study Data Entry per Measurand (Between-bottle Variance)
- Cochran Test & ANOVA-based Homogeneity Acceptance Criteria
- Stability Study Schedule ? Accelerated & Real-time Monitoring
- Environmental Condition Logging (Temperature, Humidity) During Storage
- Stability Acceptance / Rejection Decision with Statistical Justification
- Assigned Value from Homogeneity / Reference Lab Data
- Combined Standard Uncertainty (u_c) Calculation
- Homogeneity & Stability Report Generation (ISO 13528 Compliant)
Dispatch Planning & Packaging
- Participant-to-sample Assignment & Allocation Planning
- Barcode / QR Code Label Generation per Sample & Participant
- Packaging List & Dispatch Manifest Generation
- Cold-chain Packaging Instructions & Condition Monitoring Tag Assignment
- Dispatch Batch Grouping by Region / Country / Courier Route
- Special Handling Instructions (Biohazard, Fragile, Temperature-sensitive)
- Sample Blind Coding ? Participant Cannot Identify Assigned Value from Label
- Pre-dispatch Quality Check & Sign-off Workflow
Shipment & Chain of Custody Tracking
- Courier Booking Log ? Carrier, Tracking Number, Dispatch Date
- Real-time Shipment Status Integration (DHL, FedEx, Aramex APIs)
- Chain of Custody Record from PT Provider to Participant
- Dispatch Confirmation Notification to Participant
- Participant Receipt Acknowledgement via Portal or Email
- Condition on Arrival Logging ? Intact, Damaged, Leaked, Temperature Breach
- Photographic Evidence Upload at Participant Receipt
- Non-conforming Sample Replacement & Re-dispatch Workflow
Participant Result Submission Portal
- Secure Participant Login & Round-specific Result Entry Form
- Numeric, Qualitative & Semi-quantitative Result Entry
- Method Code, Instrument Type & Unit of Measurement Declaration
- Uncertainty of Measurement (U) & Coverage Factor (k) Submission
- Multi-measurand / Multi-analyte Submission in a Single Round
- Result Save-as-draft & Final Submit with Confirmation
- Late Submission Flag & Deadline Enforcement with Grace Period Option
- Resubmission Workflow with PT Coordinator Approval
Bulk Upload & API-based Submission
- Excel / CSV Bulk Result Upload Template per Round
- REST API for Direct LIMS-to-PTMS Result Push
- HL7 / FHIR Message Support for Clinical Laboratories
- Real-time Data Validation & Field-level Error Reporting on Upload
- Submission History Log & Version-controlled Resubmission
- Digital Signature & Authorised Signatory Capture
- Automated Plausibility Check Against Expected Ranges on Import
- API Key Management & Access Control per Participant
Data Review, Cleaning & Freeze
- Coordinator Data Review Dashboard ? All Submissions at a Glance
- Missing Submission Identification & Reminder Trigger
- Duplicate Result Detection & Resolution
- Unit Conversion & Consistency Check Across All Submissions
- Manual Data Edit with Justification Log & Audit Trail
- Pre-analysis Data Freeze & Lock ? No Further Edits Permitted
- Data Query Workflow ? Coordinator Queries Participant for Clarification
- Query Response Tracking & Resolution Before Analysis
Outlier Detection & Exclusion
- Automated Outlier Detection ? Grubbs Test (Single & Double)
- Cochran Test for Variance Outlier Identification
- Dixon Q-Test for Small Dataset Outlier Detection
- Suspect & Confirmed Outlier Flagging for Coordinator Review
- Outlier Inclusion / Exclusion Decision with Statistical Justification
- Outlier Exclusion Effect Preview Before Final Decision
- Outlier Log ? All Exclusion Decisions Recorded with Rationale
- Participant Notification of Outlier Status Prior to Report
Statistical Evaluation Engine (ISO 13528)
- Assigned Value (x_pt) ? Consensus Median, Formulated or Reference Lab
- Standard Deviation for Proficiency Assessment (
- Robust Statistics ? Algorithm A (ISO 13528 Annex C) Iterative Calculation
- z-Score Calculation: z = (x ? x_pt) /
- z'-Score (with Participant Uncertainty) & ?-Score (Zeta) Computation
- En Number (Normalised Error) for Reference Lab Comparisons
- Between-laboratory Reproducibility (s_R) & Repeatability (s_r)
- Expanded Uncertainty (U_pt) of Assigned Value Reporting
Performance Scoring & Classification
- Qualitative Result Assessment ? Correct / Incorrect / Inconclusive
- Custom Pass/Fail Criteria per Measurand & Scheme
- % Recovery & Relative Bias Calculation
- Cumulative Performance Score Across Multiple Rounds
- Persistently Poor Performer Identification & Escalation Flag
- Peer Group Sub-classification & Comparison (Method, Instrument Type)
- Anonymised Ranking within Peer Group
Graphical Analysis & Visualisation
- z-Score Bar Chart ? All Participants with Action & Warning Limits
- Youden Two-sample Plot ? Bias vs Precision for All Participants
- Kernel Density Estimate (KDE) / Histogram of All Results
- Box & Whisker Plot per Measurand with IQR & Outlier Markers
- Shewhart Control Chart ? Trend Monitoring Across Rounds
- Cumulative z-Score Trend Chart per Participant
- Method & Instrument Type Breakdown Bar Chart
- Interactive Charts with Export to PDF, PNG & Excel
Individual Participant Performance Report
- PT Provider Branded PDF Report ? Logo, Accreditation Mark & Signatory
- Confidential Participant Code ? Other Labs Cannot Identify the Lab
- z-Score Value, Assigned Value & Lab's Own Result Clearly Presented
- Performance Classification ? Satisfactory / Questionable / Unsatisfactory
- Graphical Position Within All-participant Distribution
- Cumulative Performance Summary from Previous Rounds
- Corrective Action Advisory Section for Unsatisfactory Results
- Technical Expert & PT Coordinator Signature Block
Round & Scheme Summary Report
- Full Round Statistical Summary ? Anonymised All-participant Results
- Outlier Count, Submission Rate & Participation Rate Statistics
- Method, Instrument & Unit Breakdown Tables
- Homogeneity & Stability Study Summary Section
- Scheme-level Multi-round Trend Analysis Section
- ISO/IEC 17043 Annex B Compliant Report Structure
- Accreditation Body Distribution List & Report Submission
Report Review, Approval & Dispatch
- Internal Report Draft Review by Technical Expert & PT Coordinator
- Multi-level Report Approval Workflow with Comment & Revision Tracking
- Approved Report Digital Signing & Stamping with Issue Date
- Automatic Report Release to Participant Portal on Approval
- Email Notification to Participants ? 'Your Round Report is Ready'
- Bulk Report Dispatch to All Participants with Single Click
- Report Access Log ? Who Viewed & Downloaded Their Report
- Confidential Embargo Period ? Reports Released Simultaneously to All
Report Delivery & Historical Archive
- Secure Participant Portal ? Download Current & All Previous Round Reports
- Report Delivery Confirmation & Read Receipt Tracking
- Failed Delivery Alert & Manual Resend Workflow
- All Round Reports Archived by Scheme, Year & Participant
- Accreditation Body Submission Portal ? Reports & Evidence Pack
- 10-year Report Retention & Archive Policy Enforcement
- Report Search & Filter by Scheme, Round, Participant & Date
- Bulk Export of Historical Reports for Audit or Regulatory Submission
CAPA & Poor Performance Follow-up
- Automatic CAPA Trigger for Unsatisfactory (|z| > 3) Results
- Participant Online Root Cause Analysis (RCA) Submission Form
- Corrective Action Plan Entry with Target Date & Responsible Person
- PT Coordinator Review & Acceptance / Request-more-info Workflow
- CAPA Effectiveness Verification in Subsequent Round
- Persistent Poor Performer Flag ? Two Consecutive Unsatisfactory Rounds
- Escalation Notification to Participant's Accreditation Body (Configurable)
- CAPA Register ? Full History Accessible to Coordinator & Auditor
Appeals, Complaints & Dispute Management
- Online Appeal Submission Form Against z-Score or Performance Classification
- Appeal Review Workflow ? Technical Expert Panel Assignment
- Supporting Evidence Upload by Appellant (Instrument Records, Charts)
- Appeal Outcome ? Uphold, Partially Uphold, Reject with Detailed Rationale
- Result Amendment Post-appeal with Full Audit Trail
- Complaint Register ? Logging, Categorisation & Resolution Tracking
- Response Deadline Tracking (ISO/IEC 17043 Clause 4.8 Compliant)
- Appeal Summary Report for Annual Management Review
ISO/IEC 17043 Compliance Management
- ISO/IEC 17043 Clause-by-clause Compliance Register & Evidence Mapping
- Impartiality, Confidentiality & Ethics Declaration Tracking
- Technical Expert, Advisory Panel & Subcontractor Register
- Assessment Schedule ? Internal Audit & External Surveillance Calendar
- Assessment Evidence Pack Generation (Documents, Records, Reports)
- Accreditation Certificate & Scope Renewal Tracking with Alerts
- Nonconformity (Finding) Register from External Assessment
- Management Review Meeting Records & Action Item Tracking
Document Control & Quality Management System
- Controlled Document Register ? SOPs, Policies, Forms & Work Instructions
- Document Version Control, Review Cycle & Approval Workflow
- Scheme-specific SOP Linkage & Staff Read-acknowledgement Tracking
- Quality Record Retention Policy with Automated Archive
- Immutable Audit Trail for All System Actions (Who, What, When)
- Internal Audit Schedule, Checklist & Finding Register
- Corrective Action from Internal Audit ? Tracking & Close-out
- Annual Quality Management System Review Summary
PT Provider Operations Dashboard
- Live Round Status ? Active Rounds, Submission Rate & Days Remaining
- Participant Enrolment & Renewal Status Across All Schemes
- Financial Overview ? Fees Collected, Pending Payments & Overdue
- Scheme Profitability & Cost-per-round Analysis
- Performance Heat Map ? All Participants Across All Rounds
- Outstanding CAPA, Appeals & Complaints Status
- Accreditation Expiry & Surveillance Assessment Countdown
- Configurable KPI Widgets & Exportable Management Reports
System Integration & Administration
- Role-based Access Control ? PT Coordinator, Technical Expert, Participant, Auditor
- LIMS REST API Integration for Direct Result Pull from Participant Systems
- Email & SMS Notification Engine with Custom Templates per Event
- SSO / Active Directory & SAML 2.0 Integration
- Multi-scheme, Multi-language & Multi-currency Platform Support
- Data Backup, Disaster Recovery & 99.9% Uptime SLA
- GDPR / Data Protection Compliant Data Handling & Consent Management
- White-label Branding ? Custom Domain, Logo & Colour Scheme for PT Provider