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| RFP 140G0223R0001 LIMS Solution |
| Attachment B - User Stories |
| Table showing the number of User Stories in each category combination. |
| In LIMS Solution | |||||
| Criticality | Must | Should | Could | Won't | Total |
| High | 119 | 42 | 10 | -- | 171 |
| Medium | -- | 14 | 23 | 2 | 39 |
| Low | -- | -- | 6 | -- | 6 |
| Total | 119 | 56 | 39 | 2 | 216 |
| 1. Criticality is a measure of the relative need for the function described in the User Story. Ratings are "High", "Medium", and "Low." | |
| 2. The need for the function in each User Story to be in the LIMS solution is rated as "Must", "Should", "Could", or "Won't." | |
| 3. The number of User Stories in each combination of Criticality and within the LIMS solution are shown in each cell and totalled across and down. | |
| 4. Each combination is shown on the following tabs in this spreadsheet: | |
| High-Must | |
| High-Should | |
| High-Could | |
| Medium-Should | |
| Medium-Could | |
| Medium-Won't | |
| Low-Could |
High-Must
| RFP 140G0223R0001 LIMS Solution | ||||
| Attachment B - User Stories | ||||
| User Story number | User | Action | Value | Requirement Group |
| 17 | As a business analyst | I need a universal* ASR format (relevant fields added/deleted) across LASD laboratories (*universal per number of LIMS selected) | So that the field can do business with the division as the division and standardize LIMS input | 3,11 |
| 228 | As a business analyst | I need a customer portal that can display ASR POCs and Station IDs/names | So budget personnel can have better communication with science personnel submitting ASRs | 12 |
| 28 | As a contract lab COR | I need to enter results of all analyses performed by Contract labs into LIMS or provide the data to the requestor in a specified format | To have adequate traceability and to satisfy the requirement in the NWQL QA/QC Manual | 4 |
| 190 | As a data clerk user | I need the ability to add all ASR information into the system to link up with the record I created in Sample Reception and Batch processing is required | To ensure fast and accurate entry of all ASR data that is on the form to finalize the record creation in LIMS | 3 |
| 124 | As a field user | I need LIMS to indicate current turnaround time for analyses and data release | So I can manage cooperator expectations | 5 |
| 128 | As a field user | I need LIMS to maintain a dynamic list of contract item numbers (CINs) with up to date methods, reporting limits, reporting limit types, analyzing entities, etc. associated with all contract lab's analyses that can facilitate automated checks of EDDs received and ASRs | So that result identity, quality, and pricing is well defined | 2 |
| 129 | As a field user | I want LIMS to accept eASRs from the Unified Field Application (including for contract labs) and report/store date shipped and date received (by lab) even though paper copies may still be required for chain of custody | To increase efficiency and decrease transcription errors | 3 |
| 130 | As a field user | I need the capability to submit multiple eASRs via batch format (Reston Stable Isotope Lab excel ASR as an example), which can be manual or exported from Superfly and/or Unified Field Application; includes contract labs | To increase efficiency | 3 |
| 131 | As a field user | I need Contract lab to store work order numbers under Project Name and the resulting Lab IDs with the log-in info | To faciliate connection of data in LIMS from field and allow electronic ASRs submission to NWQL to avoid erros in the contract log | 4 |
| 132 | As a field user | I need my Field crew to obtain a summary from NWQL LIMS via email or alert within one day from opening cooler for verification that everything is logged correctly | So that these updates offer another chance to verify what is entered into LIMS | 5 |
| 133 | As a field user | I need scanned, signed chain of custody forms reflecting (NWQL) receipt of samples so that field crews can review, confirm, and document within the record (similar to viewing the ASR submitted) | To streamline workflow and ease burden on LabHelp | 3 |
| 135 | As a field user | I want to view Lab and Lab login comments associated with the record | So I know if there were issues | 3,4 |
| 143 | As a field user | Must be able to request re-release for an entire sample, lab ID, or analyzing group, with notifications and date of request and status visible (similar to the L/P/R/IR/DR table) | To facilitate batch re-release requests | 3 |
| 144 | As a field user | LIMS must maintain a result-level qualifier crosswalk for Contract lab data that will flag mismatches with original report | So there is no ambiguity with qualified data | 3 |
| 208 | As a field user | I need to access the NWQL Spike lot database using the Spike Recovery Calculator, which references spike information in LIMS | So the Field Spike Recovery calculator can access up-to-date spike information | 8 |
| 209 | As a Field User | I need to know when results will never be returned | So that I can fulfilled commitments to cooperator and document the reason for the missing result(s) | 3,4 |
| 146 | As a field user / business analyst | I need to have my ASR information sent to contract lab manager (NWQL LIMS) contemporaneous with sample submission to contract labs | To increase efficiency, decrease sample mislabeling by contract labs, and improve customer service with contract lab manager (NWQL LIMS) | 5 |
| 46 | As a field user / lab analyst | Be able to group samples with an additional metadata field or be able to query general site information | To link related samples together (e.g. samples from the same organism/water body/project) to increase efficiency of data pulls | 1,5 |
| 188 | As a field user / lab analyst / QA user | I need LIMS to automatically calculate analyte recoveries in matrix spikes and matrix spike duplicates recovery (subtracting ambient concentrations) and the relative percent difference between them | So I can determine accuracy accounting for sample matrix interference | 4 |
| 23 | As a field user / QA user | We need electronic submission of all ASRs tied together with "header" information prior to submission to NWQL and/or Contract lab | To reduce typographical errors. Allow field to see "exceptions" with any samples submitted. Create backlog of Contract lab analytical for improved traceability | 3,4 |
| 24 | As a field user / QA user | I need the ability to request external and internal manual request of rerun, verification and reload *including the ability to request multiple analytes at once*` | To verify values that do not conform with various field quality parameters | 4 |
| 44 | As a field user / QA user | I need the ability to create and modify custom schedules (e.g., addition of LC69 to custom inorganic LCs) | To simplify ASR entries for clients and improve billing fidelity | 2,4 |
| 30 | As a lab analyst | I need to know when matrix spikes will be requested | To ensure proper supplies are on hand and qc processes are followed (Need updating VALUE) | 4 |
| 33 | As a lab analyst | I need to be able to enter QC limits and pass/fail/qualify data based on whether QC has passed or failed | To document consistent and traceable data quality | 4 |
| 34 | As a lab analyst | I need to be able to chart QC trends over time to monitor instrument performance and meet SOP/source method/NELAC requirements | So that data integrity passes any audit | 5 |
| 36 | As a lab analyst | I need to know if a sample needs to be processed differently per customer request (Rush status or Chain of Custody request flags) | So we can meet customer requests for which they have paid | 3 |
| 91 | As a lab analyst | I need to generate runs associated with a relevent number of relevant samples in my queue by a predetermined priority, be placed in logical order, and be prepopulated with QC relevant to the method and instrumentation as necessary. Special QC requirements (ex. EQAP) should also be accommodated | So an analyst can quickly generate a daily workload for themselves | 4,5 |
| 92 | As a lab analyst | I need to generate run reports in a customizable format that contain sample information relevant to the run including but not limited to: sample ID, container type, cup #, rep #, rush status, CoC status, prep method, prep method status, analyte (if multi-analyte test), field comment, and bar codes | So an analyst can have a document at the bench for reference in preparing the run after leaving their desk and still have all relevant information when instruments that are not on the network | 3,6 |
| 93 | As a lab analyst | The LIMS will need to interface with whatever scheme is in place (or generate a new/comparable scheme) to capture data output from instrumentation for upload preferably by direct instrument communication or with a (data capture unit) or .csv file | So manual entry into LIMS is minimized | 9,13 |
| 94 | As a lab analyst | I need to perform primary review on run data to include failing samples back to the run queue, failing QC, and pass a reviewed run to a secondary review queue | So that the events of an analysis can be fully captured with context and resulting events actioned | 4 |
| 96 | As a lab analyst | I need to be alerted to samples in my queue that are nearing their hold times or have been designated as RUSH perhaps by subscribing to customizable alerts associated with specific method queues | So that hold time violations are minimized | 3 |
| 102 | As a lab analyst | I need LIMS to show me (preferably at a glance) how many samples for a particular analysis are pending, and in the case of multistage processes, I need LIMS to then show how many samples are in each stage of analysis | So that I can save time and effort by prioritizing work, be able to reduce the number of samples exceeding hold-times, and to increase analysis quality and customer satisfaction | 3,5 |
| 105 | As a lab analyst | I need to be able to create analytical runs in LIMS that are uniquely named, contain samples identified by several factors (e.g., due date, instrument availability, project, or other customized criteria), and be able to change the sample order to create any desired order or sequence | So that I have the foundation of what I will use to eventually report results | 4 |
| 106 | As a lab analyst | I need quality control samples defined within LIMS that I can insert into the created analytical run either manually or by template | To ensure that the required QC specified for a given analysis or project is present in the analytical run | 4 |
| 108 | As a lab analyst | I need LIMS to be able to generate a report in the format my instrument software accepts in order to build a run sequence operable on the instrument | To save time and reduce errors when building an instrument sequence manually | 5,9,13 |
| 110 | As a lab analyst | I need LIMS to track sample dilutions prior to analysis (or re-analysis) and correctly back-calculate the reported result | So that customers are alerted that the sample was diluted and perhaps see the calculations of the reported result | 4 |
| 111 | As a lab analyst | I need to be able to correct prior entries with appropriate comments and traceability | So that results are in LIMS for review and reporting | 4,15 |
| 113 | As a lab analyst | I need to be able to add data qualifiers to runs, samples, or analytes at any time in the process using the LIMS system | So that I can better describe the results to reviewers, QA, and customers, especially in cases where this is the only chance to flag non-standard results | 3,4 |
| 114 | As a lab analyst | I need to be able to add descriptive comments to runs, samples, or analytes using the LIMS system | So that I can better describe the results to reviewers, QA, and customers irrespective of whether comments are paired with qualifiers or stand-alone | 3,4 |
| 115 | As a lab analyst | I need to be able to pull up sample documentation within the LIMS system including field values, customer comments, or the customer's order request associated with a specific sample | So that I can verify I am understanding the customer's request fully, and I am aware of any conditions that the customer encountered that I need to know about before I start processing | 5 |
| 116 | As a lab analyst | I need the LIMS to give me the capability to order a re-test or replicate test of a certain sample, either while I'm running the sample, reviewing the data, or receiving the request from a third-party | So I can be sure we are giving the customer our best result when issues arise and especially when replicates are part of a QC plan | 4 |
| 175 | As a lab analyst | I need to be able to generate sub-samples | In order to link samples together | 3 |
| 186 | As a lab analyst | I need the ability to add a comment to the individual result/analyte and/or to the sample as a whole | So that comments can be associated with any and all levels | 3 |
| 197 | As a lab analyst | I need to see all replicate results and associated comment(s) by analyte | To verify that agreement among values or to trigger a re-analyze until confirming replicates are obtained | 4 |
| 198 | As a lab analyst | I need to be able to link my prep QC to the environmental samples with which it has been prepared | so that all environmental samples are linked to the associated prep QC to demonstrate quality through prep and analysis | 4 |
| 199 | As a lab analyst | I need LIMS to queue up the initial replicate of an environmental sample on the same analytical batch as the prep QC | So environmental samples and prep QC go through the same analytical processes per certifying body requirements | 4 |
| 200 | As a lab analyst | I need an electronic capability that allows me to build records for calibration or QC manufacturing, as well as create electronic data packets with audit capabilities for each record | To increase traceability and decrease transcription errors | 15 |
| 201 | As a lab analyst | I need to be able to manually enter/modify/delete information in prep and analytical batches (if needed) | So that lines without a "data capture utility" can be stored in the LIMS solution | 4 |
| 203 | As a lab analyst | I need the ability to apply the same comment at the "result" level to multiple analytes within the same sample | To save time and ensure continuity across publicly visible comments | 4 |
| 205 | As a lab analyst | I need to capture all QC solutions/injections based upon what is present in the instrument output | So I can have all QC results (including those automatically re-analyzed by the instrument) captured in the LIMS for present and future calculations of detection and reporting levels (DL, RL) | 4 |
| 215 | As a lab analyst | I want to add lab comments at almost any point of the work flow | To document why something failed in order to inform the field | 4 |
| 229 | As a lab analyst | I need the ability to enter in wet and dry weight, mass measured for digestion, digested volume, etc. | To be able to enter prep data for tissue and/or sediment digestions | 4 |
| 202 | As a lab analyst | I need to report multiple results in LIMS for the same sample ID in the same run | So I can capture and review all necessary data from one run, create less environmental waste by limiting "pour up" of the same sample, and save time during analysis and review | 3,4 |
| 211 | As a lab analyst / lab manager / QA user | I need the ability to customize comments when a predefined comment does not capture all relevant information | So all appropriate information can be communicated to the customer | 3,4 |
| 174 | As a lab analyst / lab manager / QA manager | I need to have a barcode for my sample that is associated with a unique ID that is traceable to specific sample information (date/time/location) | To ensure results are linked to a specific sample | 3,6 |
| 98 | As a lab analyst / lab manager | I need to generate production and backlog reports for my team | To determine stress points, supply support, and meet hold times | 5 |
| 117 | As a lab analyst / lab manager | I want to LIMS to show how many samples are pending for a given analysis | So lab priorities can be best defined and resources can be best directed | 5 |
| 226 | As a lab analyst / lab manager | I need the ability to assign an instrument to a work unit, and include analyte-specific logic for data capture files and QC limits for all QC samples | So instruments can be linked to specific user groups and information required for analytical review processes are stored with the analytical instrument | 9 |
| 207 | As a lab analyst / lab manager / QA user | I need to be able enter spike information that can be stored in the NWQL's spike lot database | So the field spike recovery calculator can access up-to-date spike information | 8 |
| 210 | As a lab analyst / lab manager / QA user | I need to have predefined comments that can be applied at the result and sample level | So that comments can be consistently applied | 1,3,4 |
| 65 | As a lab analyst / QA manager | I need to review samples for basic data quality, request reanalysis or pass data for release based on review. If a reanalysis has been completed, I need to see the % difference between replicates for the same analyte | To ensure data released is of consistent quality | 3,4 |
| 224 | As a lab analyst / QA manager | LIMS need to be able to specify the sequence of value qualifier codes and control the sequence | So that the more important metadata (perhaps decided by the analyst or pre-decided hierarchy) comes first in the sequence and is correctly displayed | 5 |
| 185 | As a lab analyst / QA user | I need the ability to add a comment that can remain internal to the lab or have the option to release to the customer | To communicate non-conformance to customers if needed, or allow for internal comments to be tracked by the lab but not released | 4 |
| 32 | As a lab manager | I need to ensure all changes to a sample are captured | So that I can trace any modifications, deletions to a sample (version history) | 3,15 |
| 79 | As a lab manager | I need track samples submitted to, and processed by, my laboratory for analysis, along with associated metadata (STAID, DATES, TIMES, MEDIUM code, Sample TYPE, PRJCT, user code etc.) from sample submission | So I know the number of samples submitted, who submitted them, reduce copy/paste errors, can leverage automation, and reduce or eliminate paper and spreadsheet-based sample tracking systems | 5 |
| 82 | As a lab manager | I need to build digital and/or printable forms to capture bench and offline workflows (e.g., weights, reactions, processing, and analytical queues). Need import/export excel and/or exchangeable formats | To reduce copy-paste and transcription errors by maximizing the use of standard forms for common procedures and to utilize checklists for irregular activities (e.g., instrument maintenance, repairs, and other corrective actions) | 5 |
| 83 | As a lab manager | I need to be able to search, filter, select, and export tabular data collected through repeated use of my forms | To collect results of manual workflows for data processing (e.g., sample weights) | 5 |
| 87 | As a lab manager | We need to be able to capture, track, store, and retrieve products of analytical processes, such as raw instrument output files, calculation sheets, instrument run reports, scans, photos, raster data, and associated information, QWDX upload files and interpretive reports generated from results, as well as ASRs and Login Sheets. http://nwis.usgs.gov/nwisdocs5_2/qw/QW-AppxF.pdf | So reports are connected with sample submissions, workflow records, and values obtained in the lab instead of flat file repositories | 4 |
| 88 | As a lab manager | LIMS workflows and forms need review/signoff/validation features (e.g., analytical workflows should have a second level review by a cognizant employee other than the analyst before the final reports are released) | So we can demonstrate quality control procedures are followed | 3,4 |
| 118 | As a lab manager | I want my LIMS system to have documentation for how to configure, operate, and customize (including examples) and be able to easily add documentation to workflows I create | To efficiently train workers, allow initiative, and manage change | 1 |
| 119 | As a lab manager | I want my LIMS system to have minimal operational overhead costs and predictable pricing over time | So that I can plan my annual expenditures accurately and maintain a viable pricing model | 18 |
| 120 | As a lab Manager | I want my LIMS system to be supported for a long period of time | To foster stable and predictable workflows and minimize change not associated with process improvement | 18 |
| 121 | As a lab Manager | I want my LIMS system data to be exportable in open, machine readable formats | So I can integrate data in various manners with other WMA systems, migrate the data to a future LIMS solution, and create backups | 5 |
| 167 | As a lab manager | I need my LIMS system to support bulk data reduction processes and data collection from my Laser Isotope Spectrometry Systems | So that I can achieve long term accuracy and precision in my isotope measurements and have repeatable analytical processes. Although laser absorption spectrometry (LAS) instrumentation is easy to use, its incorporation into laboratory operations is not easy, owing to extensive offline manipulation of comma-separated-values files for outlier detection, between-sample memory correction, nonlinearity (δ-variation with water amount) correction, drift correction, normalization to VSMOW-SLAP scales, and difficulty in performing long-term QA/QC audits | 4,13 |
| 168 | As a lab manager | I need my LIMS system to support bulk data reduction processes and data collection from my isotope Ratio Mass Spectrometer systems, including bespoke systems developed by the USGS | So that I can achieve long term accuracy and precision in my isotope measurements and have repeatable analytical processes. The LIMS system must incorporate outlier detection, between-sample memory correction, nonlinearity (δ-variation with water amount) correction, drift correction, normalization to isotope scales, and provide long-term QA/QC audits | 4,13 |
| 169 | As a lab manager | I need my LIMS system to support retrospective recalculation of results to track changes in isotope reference values and other analytical processes | So that I can scale old results to reflect the currently accepted value of a reference material | 4 |
| 170 | As a lab manager | I need the ability to sort, track, and manage samples by media in LIMS | So that I can view work by media instead of method. | 1 |
| 172 | As a lab manager | I need my LIMS system to have a TCP/IP API | So that I can pull queues and push results and data from the instruments I develop | 13,17 |
| 80 | As a lab manager / business analyst | I need to be able to group/classify samples and analyses by project/sample submitter | To deliver results in a timely fashion and organize analytical queues. | 5 |
| 230 | As a lims user | I need all admin and field facing reports to be exportable to Excel | So admin and field can readily confirm data | 12 |
| 189 | As a login user | I need to login information from ASRs for sample shipments containing multiple water samples in a sequential order using batch processing | So that I can ensure fast and accurate record creation and quickly find orders especially in cases of missing requests | 2,3,4,6 |
| 227 | As a Login User | I need the ability to print labels that include a unique Lab ID, Lab ID bar code and bottle type (Similar to Line 174) | To allow Login to track all samples received through some type of "Sample Reception" and with secondary checks, reduce bottle mix-ups | 6 |
| 192 | As a login user / data clerk user | I need the ability to update, modify, add, delete, or cancel all aspects of a record header that was entered through Sample Reception/Data Clerk | To allow updates to any information in a record including test(s) requested, comments added, record(s) header edited, and bottle list updated (limited) | 2,1,3,4 |
| 194 | As a login user / data clerk user | I need to be able to scan in ASR images (or attach) and attach them to a record for reference by both lab personnel and customers | To allow lab personnel and customers the ability to investigate errors, issues and questions by visually referencing ASRs | 2,1,3,4 |
| 191 | As a login user / lab analyst | I need some kind of pH application to verify and document the sample pH as being either, "Correct", "High", or "Low" for certain bottle types, that automatically emails customers when samples are not acidified, and Batch processing is required | So that the sample pH for acidified samples is documented | 2,4 |
| 193 | As a login user / lab manager | I need to generate an "Exceptions Report" that includes all errors (complete list to be provided) caught by the system such as when bottles and tests do not match, to later clear the exceptions to update the sample from "Hold" to "Logged" in the system, and to email customers directly from the exceptions function with Batch processing required | To ensure errors are caught that cannot be discovered at Sample Reception with fast notification to the customer(s) of errors for quick resolution | 4,5 |
| 196 | As a login user / lab manager | I need the ability to pull reports (Excel formatting) for login that contain: 1) Sample load at the Lab Code level broken down by Lab Code, Logins, associated cost that total the amounts logged each day (by Fiscal Year) and that total the amounts for a given Julian day, and 2) the total number of Lab Code level logins for all Proposals entered into the system broken down by Proposal, Logins, Account number for each Julian Day | So we have information for sample tracking, building price lists based upon trends of previous years, tracing incoming samples with incoming funds, and for workforce planning | 5 |
| 41 | As a QA manager | I need the LIMS to report correct significant figures (plus one?) | So that the client can correctly determine precision | 4 |
| 42 | As a QA manager | I need to retrospectively add value qualifier and remark codes (e.g., "E") to results | To accurately represent the quality of data | 4 |
| 45 | As a QA manager | I need a complete audit trail ("cradle to grave") to record changes made in LIMS | To record any/all user actions made (Dupe of 32?) | 15 |
| 47 | As a QA manager | National QA/QC needs to be able to trace LAB ids from minimal unique header info (STAID, DATES, TIMES, MEDIM, STYPE) | To be able to crunch the QC data | 5 |
| 48 | As a QA manager | I need to have easily viewable dilution factors | To assess data quality | 4 |
| 50 | As a QA manager | I need to document deviation from SOP, QA/QC practices, NWQL policy, etc. This documentation must have an option for release to customer vs internal documentation | So I can document a deviation to explain what happened to the customer. Required by NELAC and QMS. (Both releasable and internal) | 3,4 |
| 52 | As a QA manager | I need to document approved Detection and Reporting levels, including historical ones, for each analyte-method pair | To be able to do trend analyses, to revisit analysis DQIs, and to satisfy the requirement in the NWQL QA/QC Manual | 5 |
| 54 | As a QA manager | I need to maintain records including uncensored raw data of QC fails | To be able to revisit analysis DQIs and to satisfy the requirement in the NWQL QA/QC Manual | 4 |
| 56 | As a QA manager | I need LIMS to maintain control limits for recovery, sensitivity, and accuracy using CCVs | To assess pass/fail of data and to satisfy the requirement in the NWQL QA/QC Manual | 4 |
| 57 | As a QA manager | I need LIMS to record temperature verification at login of chilled/frozen samples | To qualify final values if necessary and to satisfy the requirement in the NWQL QA/QC Manual | 3 |
| 58 | As a QA manager | I need LIMS to record hold time violations | To qualify final values if necessary and to satisfy the requirement in the NWQL QA/QC Manual | 3,5 |
| 61 | As a QA manager | I need to store all results (including other mcodes), not just those pushed to NWIS | To build an accurate historical analytical record and to satisfy the requirement in the NWQL QA/QC Manual | 4 |
| 63 | As a QA manager | I need to be able to add new test by associating pcode-mcode, detection level, etc. in a foolproof, quick and easy manner | To reduce typographical errors and turn-around time to add new test | 3 |
| 64 | As a QA manager | I need to be sure that when editing test specifications, all fields that should match are only editable in one place or any edit is propagated appropriately. Example: short name of your test in test plan manager should add the analyte description in test manager automatically by having these entries linked and/or only editable in one location | To reduce typographical errors and turn-around time to add new tests, and to reduce the need for IT support due to QAS inability to see specification set links | 2,3 |
| 212 | As a QA manager | I need the ability to update a result after release and/or recalculate the result | So that errors found on the final result are corrected and re-transmitted to the customer (e.g., transcription errors or data censoring errors where a remark code like "<" was not properly applied) | 4 |
| 213 | As a QA manager | I need the ability to select a different/preferred result for transmittal to the customer | So that if a customer requests a rerun and they select the rerun value for upload rather than the initial value, that will be transmitted to LIMS | 4 |
| 223 | As a QA manager | LIMS needs batch revising capability of comments and value qualifier codes | So comments and value qualifier codes of a large numbers of results can be updated expeditiously and are not repeated | 4 |
| 59 | As a QA manager / lab analyst | For some analytical lines, I need a template-based system in LIMS to 1) automatically add requisite QC samples to a run, 2) generate QC charts, 3) do data capture that minimizes acceptance of improperly formatted or inaccurate data, 4) does logic checks (ion balance, etc.), 5) calculates and applies consistent rounding and censoring, 6) does certain error corrections, and 7) flags data that is outside specifications | To improve analytical ease and efficiency, ensure acceptable results are entered into LIMS, and to satisfy the requirement in the NWQL QA/QC Manual | 1,4 |
| 60 | As a QA manager / lab analyst / field user | I need a permanent record of ties of flags, significant figures, dilution factors, etc. to sample data | To build an accurate historical analytical record and to satisfy the requirement in the NWQL QA/QC Manual | 2,3,4,15 |
| 62 | As a QA user | I need the ability to complete internal logic checks for Quality Control and trigger automated requests for re-analysis when logic fails (e.g., filtered > whole water, orthophosphorus > phosphorus) | To ensure data quality and trigger reanalysis withing hold time | 3,4 |
| 69 | As a QA user | I need to see all data for a location for each analyte to compare current value against historical norms | To ensure higher data quality by placing new values in a historical context | 5 |
| 218 | As a QA user | I need the ability to have a list of all custom proposals (e.g., rush, zero cost, inter-agency agreement, etc.) | To track analytical requests, trigger email communications, allow login permissions/exemptions, and for billing purposes | 5 |
| 217 | As a QA user | I need to the ability to update a result without altering the run date | So that a correction can be made without adding hold-time qualifiers incorrectly | 4 |
| 216 | As a QA user / lab manager | I need the ability to re-release a result for myriad of reasons including field requests, recalculations, corrections, etc. | To have a correct data set in LIMS | 4 |
| 68 | As a QA user / field user | I need to be able to create a custom, client-designed, analyte suite for inorganics | To allow customers to request analytes that are consistent with long-term project requests, simplify filling out ASRs, and improve ease of data entry | 2 |
| 219 | As a QA user / lab manager | I need the ability to pull data from LIMS using the Sample Submission information and/or user code for data that should not be released via NWIS or to the public | So I can send data to users that do not have access to QWDX but use the USGS for analysis | 5 |
| 220 | As a QA user / lab manager | I need to ensure all analytes in a report group (e.g., nutrients or major cations/anions) have been determined before logic checks can be completed and data released to customers | So that all data is available for calculations | 4 |
| 221 | As a QA user / lab manager | I need the ability to maintain data that is not reported externally and is only stored in LIMS | So samples that do not need release are blocked from release (usually based upon/flagged by "user code") | 3 |
| 35 | As an IT user | I want my LIMS to use open-source language | So we do not have to use a system with proprietary language that cannot be edited without substantial developer time investment | 17 |
| 19 | As any LIMS user | I need the ability to export data (results and QC) with multiple different sample IDs simultaneously | So that data for non-USGS entities and others) are not sent to NWIS; for these customers, the data must be exportable to a spreadsheet format. Doing a single sample at a time is arduous, cumbersome and could lead to omission of results | 5 |
| 21 | As any LIMS user | I want my LIMS solution software to be maintained and supported by the vendor, or use a system that is maintainable within the resources available in the USGS | So that the system stays secure and operable in a modern environment. | 2,17 |
| 27 | As any LIMS user | I need a sample portal | So I can find my samples with the information I have. | 1,5 |
High-Should
| RFP 140G0223R0001 LIMS Solution | ||||
| Attachment B - User Stories | ||||
| User Story number | User | Action | Value | Requirement Group |
| 7 | As a business analyst | I need to know the breakdown of analytical work (logged samples) | So lab MGMT can assess production line trends and hot spots, and the number and value of analyses on those lines | 5 |
| 8 | As a business analyst | I need the field to have access to a billing portal | So that field offices can see monthly billing statements and total pending amounts of discrete ASRs. Account/User/Date driven reports would also be useful and eliminate admin work requests from the field | 5,11,12 |
| 9 | As a business analyst | I need to sort logged ASRs by date range, account, user ID, or cost center | So that I can generate reports | 1,5,12 |
| 10 | As a business analyst | I need a pre-payment module sorted by user/accounts | So that I can track the value of ASRs submitted against deposited funds during the late sample season ($1-2 MM program) | 11 |
| 11 | As a business analyst | I need to initiate billing adjustments (invoices) | So that I can make adjustments at the request of WSCs on regular and late sample accounts without manually manipulating late sample totals | 11 |
| 12 | As a business analyst | I need LIMS to offer permissions-based lab codes | ||
| So that zero cost, rush, custom, and chain of custody options can be offered only to pre-approved clients | 11 | |||
| 13 | As a business analyst | I need the pricing catalog and price tables to be pulled from the same source | So catalog queries in admin and the field are accurate and match what is assigned during login | 2,11 |
| 14 | As a business analyst | I need LIMS to initiate billing ASRs at login and then finalize at data release based on lab codes/schedules present (barcode-based at login) | Because login and data release are the optimal work flow points for billing | 11 |
| 15 | As a business analyst | I need LIMS to make billing adjustments for tests added, cancelled, or destroyed after initial estimate (login) | So that the final invoice is accurate and to eliminate manual billing adjustments | 11 |
| 16 | As a business analyst | I need LIMS to produce billing reports that can be uploaded to FBMS upon data release and at a desired frequency | So that billing can be executed at the Reston level per IF120 format | 5,11,13 |
| 222 | As a business analyst | I need the ability to tack on a RUSH surcharge to any analyte without having to create a RUSH analyte | To expedite work flow for rush samples | 11 |
| 29 | As a contract lab COR / field user | I need the ability to have Contract lab data put into a format that is traceable, update-able, and searchable by header information and/or Contract Lab ID | To improve the ability to trace and search data from contract labs and verify that data has been correctly entered or is reloaded if not | 4 |
| 25 | As a field user | I need to confirm sample information in LIMS is correct for the initial LOGIN of sample information | So that I can correlate data to my other discrete readings in Aquarius Samples | 3 |
| 26 | As a field user | I need to be able to obtain QA/QC data upon demand (FOIA, posterity) | so that we can optimize lab personnel time | 5 |
| 78 | As a field user | I want to establish and save “groups” of “Sample IDs,” “Station IDs,” "Proposal numbers," or other user-defined attributes to make data searching more efficient over time | To streamline data pulls | 1,3,5 |
| 101 | As a field user | For each constituent, provide CAS, analogous names, PCODES, “Observable Property Codes”, Method Codes, reporting limits, and reporting limit types in a searchable Excel or CSV format | So I know what I'm requesting and that the methods/data are comparable | 2,3 |
| 123 | As a field user | I need LIMS to indicate hold times for all analyses | So I can plan field operations better | 2,3 |
| 134 | As a field user | I need an instant alert or email when there is a record header error or sample issue at log-in (warm sample, broken bottle) that includes include all information from the sample header | So the field can quickly respond by submitting back-up or archived samples and/or resample if possible | 3 |
| 136 | As a field user | I would like to know the status of my data (Logged/Processed/Run/In review/Data Released) in some table that is routinely updated and ideally interfaces with Aquarius Samples so users don't have to check in multiple places (perhaps a 'Sample Status' page would help) | So I can track sample progress/status better | 3,5 |
| 139 | As a field user | I need automated cross checks between contract lab EDD/spreadsheet and verified agreements | To eliminate transcription errors in manual entries from Contract Lab LIMS to EDD format | 3 |
| 140 | As a field user | Simple 'Sample Status' page that provides all analyses in a single table with links to individual results and QC information associated with a given environmental sample | To make lab QC accessible to the field | 3,5 |
| 141 | As a field user | I need ability to retrieve contract lab QC results for given environmental samples in a simple manner, perhaps by station, time frame, analyte group, etc., and preferably in bulk | To increase efficiency | 5 |
| 145 | As a field user | I need to be able to request an automatic Reload of contract Lab data into NWIS through a simple mechanism (dashboard/sample status) | So that corrected/updated values can be efficiently uploaded and the changes documented | 4 |
| 22 | As a field user / QA user | We need an entry (login) created in LIMS when sample is sent to Contract Lab [only] so NWQL doesn't have to wait for Contract Lab to submit data to start tracking. Contract lab ID needs to be linked to NWQL ID directly. If Sample requests can be entered electronically before submission to NWQL and Contract lab, analyses linked prior to arrival at NWQL or contract lab | Create backlog of contract lab analytical for improved traceability; improve communication between NWQL and field | 3 |
| 84 | As a lab manager | I need to inventory lab equipment | So that I can track usage, include it in meta data, and connect equipment to reports and other outcomes (QMS) | 9 |
| 38 | As a lab manager / QA user | I need the ability or run queries and reports for a number of queries (a SQL type query in a user friendly platform). These reports would include but not be limited to: 1) analyses that are not yet complete, 2) a BOD (bunch of data) query to determine the number of samples received for a single analysis over a defined time period, 3) report the verification requests submitted to communicate with lab, 4) report on samples received by login by week including cost of item requested, 5) number of samples logged to determine projected income based on samples logged | To provide projections to create proactive, rather than retroactive items, and improve traceability and communications | 5 |
| 195 | As a login user / lab manager | I need to be able to notify the customer of current sample status information recieved on a daily (or nearly as frequent) basis | To give customers a daily (or nearly as frequent) summary of samples that were received | 5 |
| 43 | As a QA manager | I need an easy way to track results that have been released | To meet data review policy deadlines | 3,13 |
| 51 | As a QA manager | I need to generate control charts with correct formatting in near-real time (duplicate of line 49) | To monitor analytical performance | 5 |
| 55 | As a QA manager | I need to have lab spike (LRS,LSS) acceptance criteria specified in LIMS per analyte-method pair | To assess pass/fail of data, to assess Detection Levels, and to satisfy the requirement in the NWQL QA/QC Manual | 4 |
| 67 | As a QA user / lab manager | I need to know the source of prices in the catalog and be able to verify that these prices are correct | So we can be certain what customers are billed is consistent with the pricing model and what the customers anticipate billing will be accurate | 2 |
| 66 | As a QA user / lab manager / business analyst | I need to be able to edit the price list at least annually for global revisions in a batch format. I also need to be able to edit the price list at least quarterly to make smaller changes | So we can expedite changes to the price list while limiting typographical errors and to remove the need for IT intervention | 2 |
| 20 | As any LIMS user | I need the LIMS to generate a report of variance | To avoid loss of integrity | 5 |
| 53 | As a field user | I want to access LIMS data that is accessible on multiple browsers and devices with no screen modifications required; ideally with no download required (perhaps that means Software as a Service (SaaS)? | So I can use on any device with no, or very minimal, IT support | 17 |
| 81 | As a lab manager | I need to retrieve all required instrumentation measurements and readings required to perform calculations to recreate an analysis and generate reported values (e.g., signals, weights, processing times, etc.) | So I can verify performance over time, optimize system performance, generate analytical reports, and verify outcomes of analysis | 4 |
| 86 | As a lab manager | We need a unified sample submission portal that collects common (ASR) and analysis specific (GWDL/MPT/RSIL) metadata associated with samples. The portal should support excel-based sample submission from both inside and outside the USGS | To create a unified analytical service portfolio | 12 |
| 125 | As a field user | I need LIMS to indicate whether the lab is NELAC/ELAP certified for an analyte/method and whether it is available from a Contract Lab | So I can meet specific cooperator needs | 2 |
| 127 | As a field user | I need to be able to select multiple schedules/codes and be provided a summary of bottle type, preservatives list, etc. and links to OneStop (USGS supply source) to build a shopping list | So that I can easily and efficiently purchase all of the materials necessary for the data collection | 3 |
| 137 | I want to be able to know why data (pcodes) were deleted or missing in a timely manner | To allow maximal time to respond to issues, create contingency plans, and to keep stakeholders informed before hold times are exceeded | 4 | |
| 138 | As a field user | I want multiple points of notification, particularly if there is an error or lab qualifier being generated (e.g., matrix interference, dilution required, failed run, etc.) with explanation | So I can know when issues arise, to initiate contingency plans, and to keep stakeholders informed | 3 |
| 142 | As a field user | I need the ability to retrieve USGS Lab QC data for related environmental samples, including IBLNK, ISPKE, etc. that are readily exported that is also tied to the NWQL QC pages and has tags for easy comparison | To increase data consistency across NWQL-served pages and provide more information to the field to facilitate data interpretation | 5 |
High-Could
| RFP 140G0223R0001 LIMS Solution | ||||
| Attachment B - User Stories | ||||
| User Story number | User | Action | Value | Requirement Group |
| 18 | As a business analyst | I need the billing solution to provide a master income report that breaks down pre-billed, regular, and late sample (pre-paid) income by month and FY, offers YTD totals and historical comparisons, sorted by cost center and lab, and reports sample origins (users) | So that the budget analyst can provide income tracking reports to management | 5 |
| 20 | As any LIMS user | I need the LIMS to generate a report of variance | To avoid loss of integrity | 5 |
| 53 | As a field user | I want to access LIMS data that is accessible on multiple browsers and devices with no screen modifications required; ideally with no download required (perhaps that means Software as a Service (SaaS)? | So I can use on any device with no, or very minimal, IT support | 17 |
| 81 | As a lab manager | I need to retrieve all required instrumentation measurements and readings required to perform calculations to recreate an analysis and generate reported values (e.g., signals, weights, processing times, etc.) | So I can verify performance over time, optimize system performance, generate analytical reports, and verify outcomes of analysis | 4 |
| 86 | As a lab manager | We need a unified sample submission portal that collects common (ASR) and analysis specific (GWDL/MPT/RSIL) metadata associated with samples. The portal should support excel-based sample submission from both inside and outside the USGS | To create a unified analytical service portfolio | 12 |
| 125 | As a field user | I need LIMS to indicate whether the lab is NELAC/ELAP certified for an analyte/method and whether it is available from a Contract Lab | So I can meet specific cooperator needs | 2 |
| 127 | As a field user | I need to be able to select multiple schedules/codes and be provided a summary of bottle type, preservatives list, etc. and links to OneStop (USGS supply source) to build a shopping list | So that I can easily and efficiently purchase all of the materials necessary for the data collection | 3 |
| 137 | I want to be able to know why data (pcodes) were deleted or missing in a timely manner | To allow maximal time to respond to issues, create contingency plans, and to keep stakeholders informed before hold times are exceeded | 4 | |
| 138 | As a field user | I want multiple points of notification, particularly if there is an error or lab qualifier being generated (e.g., matrix interference, dilution required, failed run, etc.) with explanation | So I can know when issues arise, to initiate contingency plans, and to keep stakeholders informed | 3 |
| 142 | As a field user | I need the ability to retrieve USGS Lab QC data for related environmental samples, including IBLNK, ISPKE, etc. that are readily exported that is also tied to the NWQL QC pages and has tags for easy comparison | To increase data consistency across NWQL-served pages and provide more information to the field to facilitate data interpretation | 5 |
Medium-Should
| RFP 140G0223R0001 LIMS Solution | ||||
| Attachment B - User Stories | ||||
| User Story number | User | Action | Value | Requirement Group |
| 99 | As a business analyst | I need LIMS and/or the billing solution to distinguish between samples tied to FUSA agreements (pre-billed), billable samples, and late samples (pre-paid) | So that business processes across the division can be centralized and billed on a synchronized timetable | 11 |
| 149 | As a field User | I need to see all bench chemistry data to fully assess qualifier codes | To assess the value qualifier codes assigned | 4 |
| 150 | As a field user | I want HELP buttons for screens/sections to provide definitions of codes and QC components | So I can understand what I'm looking at without having to reference an external source | 3,4 |
| 153 | As a field user | I want the new LIMS to be compatable with the 'Current and historical reporting limits' reference list that shows a table for each schedule/lab code when queried | So I can develop my data quality objectives | 2 |
| 158 | As a field user | I need LIMS to track and retain rerun requests, email notification, and data from both the original and rerun | So I can make informed decisions and understand what may have went wrong with initial analysis | 4 |
| 160 | As a field user | LIMS should send immediate notification to the project chief with tentaively identified compounds (TICs) in an Excel file with header information and Lab ID | So tentatively identified compound files can be more readily reviewed and archived; particularly useful for VOC samples with coomplex matrices | 4 |
| 161 | As a field user | LIMS should send an automated email to the contacts on the ASR/ASR spreadsheet if a sample with a medium code of “OAQ” (blank samples) has an analyte with a reported value above the reporting limit | So I can more readily assess potential field equipment contamination | 4 |
| 162 | As a field user | I need to be able to search custom, client created analyte suites | So I can determine if a schedule that meets my analyte needs already exists | 3 |
| 176 | As a field user | I need LIMS to maintain minimum/maximum sample volume information | So I can avoid over/under sampling | 2,3 |
| 95 | As a Lab analyst | I need to quickly contact sample owners if a result is suspect during review either through some sort of prompt or just access to contact details | So problems can be caught early can be rectified within hold times | 4 |
| 103 | As a lab analyst | I want my user interface to be configured based on the particular role or group I belong to with categories such as analyses group, analyst qualifications, and IT permissions | So that I can focus on what is important to me and stay out of areas of LIMS where I have no business being | 2,1,4,16 |
| 165 | As a lab analyst | I want to store and access historical or recurring workflows that have pre-populated queries and or tabs for a given workflow | To efficiently swap between custom workflows that may not be generically relevant | 1 |
| 122 | As an IT user | I need LIMS to maintain samples in a workflow such that once prepped, the samples arrive on the analysts backlog and that samples requiring pre-requisite analysis automatically have the prerequisite logged unless supplied by the field | To verify that samples are moving properly through the workflow process from login to data review | 3 |
| 166 | As any LIMS user | I need LIMS to maintain a dashboard for each major user role to display the status of their workflows | So that each role can focus on their function without distraction | 1,16 |
Medium-Could
| RFP 140G0223R0001 LIMS Solution | ||||
| Attachment B - User Stories | ||||
| User Story number | User | Action | Value | Requirement Group |
| 37 | As a business analyst | I need financial/production forecasting | So that MGMT can have indicators of future workloads/income, preferably sorted by unit/line | 5 |
| 49 | As a business analyst | I need LIMS to track machine time, maintenance, and consumable and chemical standard usage | So MGMT can accurately track costs and produce a billing model that reflects real expenditures | 5,8,9,11 |
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