TRANSFUSION SERVICES	TRAINING CHECKLIST
Initiation Date: September 13, 2017 Written by: Michele DeRee

SUNQUEST v8 UPGRADE CHANGES

Employee Name	Date

Objective	At the end of the training event, the employee will demonstrate the understanding of the changes to Sunquest with the v8 upgrade. Changes specific to workflow will be outlined in affiliate SOP’s if utilized, i.e. temperature entry, etc.

Training Outline	Trainee Initial & Date	Trainer Initial & Date
Overview of the changes in BOP Visible changes: Compatibility testing grid alignment Expansion of the BAD file Decreased number of crossmatched units visible Increased number of patient tests displayed w/o scrolling Reduction of duplicate QA failure messages Comments no longer wrap in order details Truncation still occurs
Overview of the changes in BPE Capture temperature of unit upon receipt from blood supplier Not a required field Visual Inspection of unit upon receipt from blood supplier Choose one of the options do not leave blank; it is not a required field Fail option – automatic quarantine status occurs Unable to modify visual inspection option in BPE once product information saved Printing of blank unit tags for emergency release Click on print blank unit tag button
Overview of changes in BPI Must scan unit information (unit number and product code); do not use “select all” Product codes that don’t scan, i.e. FFP, Pedi, etc. Click “OK” on product message Click “Cancel” on product message then scan if you did not scan initially Expansion of BAD file
Overview of changes in BIQ Product Code displays in Unit History Temperature check displays in Unit History
Overview of changes in BCP QA 31 failure when converting from 24 hr to 5 day plasma Requires a CLS override – use code “REEXC”
Overview of changes in BSU Capture temperature of unit upon return to laboratory from the floor. Not a required field
Informational Changes: Partial Match vs Full Match Expansion of the accession number on the label

SUNQUEST v8 UPGRADE CHANGES Training Checklist

The employee has / has not successfully completed the self-review of the above-listed items in the checklist, and acknowledges adequate understanding of the required skills necessary to perform competently in the Transfusion service section.

Supervisor/designee Signature	Date

I believe that I have been adequately trained and have met all the objectives in this checklist.

Employee (Trainee) Signature	Date