5 D Trainer Activity Sample Management

TRAINER GUIDE ACTIVITY SHEET
Activity 5-1: ScenarioPCR Sample Handling
Purpose
Suggested
Time
To encourage participants to think about potential problems with sample

management in the laboratory and suggest solutions to prevent problems.
10 minutes
Instructional
Method
Problem solving: use as an individual or group activity, or as a class discussion.
Instructions
Give the participants a copy of the following scenario and/or show it as a slide
(Presentation 5, slide 3). Allow 2 minutes for them to read.
Your laboratory has performed PCR for influenza virus on patient samples
from Clinic A. Most of these results are negative. The medical staff from
Clinic A tells you that their patients present all the clinical signs of
influenza.
Ask the questions:
Expected
Results
How would you approach this problem?
What role might sample management play in this scenario?
Possible answers:
Consider what could be happening in the pre-examination, examination, and

post-examination processes.
Pre-examination process that might be improperly handled could include

collection of the sample; problems with transport to the laboratory, allowing for
deterioration of the sample; improper storage in the laboratory. Any step in the
pre-examination process that would result in loss of the viral material is a likely
cause of the problem in the scenario.
The examination procedure should also be carefully examined to look for

sources of error, using the quality control information that is available.
Sample Management Module 5 Trainer Activity Sheet
Activity 5-2: Errors in Sample Management
Purpose
Suggested
Time
To generate a list of potential sources of error in sample management and describe

how each could affect patient care.
15 minutes
Instructional
Method
Brainstorming (entire group)
Instructions
Give the following task to the participants by projecting it on a slide or by giving it

to all participants as a handout.
Ask participants:
Expected
Results
Generate a list of possible errors in sample management.
How sample management errors could affect patient care?
Use a flip chart or blackboard to record the answers that are given by the
participants.
Possible answers:
Examples of potential errors: patient not properly prepared, sample collected from
wrong patient, wrong collection medium used, too little sample collected, sample
hemolyzed, allowed to sit too long in the clinic or ward, allowed to get too hot
while being transported. There are many other possible answers so the group
should be able to generate a list of 15 or 20 in a short time. Refer to Annexes 5-B
and 5-C.
Any errors that occur in the pre-examination phase of testing can give erroneous
laboratory results. As a result of erroneous test reporting, the patient may
receive the wrong treatment or no treatment; appropriate treatment can be
delayed; costly additional tests or treatment may be undertaken; the patients
condition may worsen considerably while waiting for the right result; and
sometimes, inadequate treatment or delay in treatment as a result of a laboratory
error can lead to patient death.
Activity 5-3: Hit-or-Myth Game

Purpose
Suggested Time
Instructional Method
Instructions
Test participants knowledge about sample management.

10 minutes
Individual or group assignments.
Give participants a copy without answers (next page) of 10 statements related to
the topic of Sample Management.
Listed below are 10 statements related to the topic of Sample
Management. Read each one and decide if you believe it is true a hit
or false - a myth.
Ask participants to check off their choices on the worksheet. Discuss the
answers when everyone has finished.
Answer Sheet
Hit
Myth
Statement
1
The laboratory has little influence on how samples are collected by

others and submitted to the laboratory for testing.
Requesting clinical information to be submitted with a sample is a

breech of patient confidentiality.
The use of transport medium is an unnecessary cost, particularly if

collected samples are submitted to the laboratory within the week it
was collected.
Only samples contained in containers labeled with a biohazard label

should be treated as if it is infectious.
Good, old fashion common sense is a natural friend of laboratory

science. It is a sure guide for making sound decisions to accept or
reject a sample for testing.
The only requirement of a laboratory receiving samples for

confirmation testing is strict adherence to sample rejection criteria.
Samples transported via air must meet IATA regulations.
The laboratory can safely assume that if two samples are submitted
simultaneously with the same first and last name or birth date, that
the 2nd sample is a duplicate and should be discarded.
Most tests require samples to be collected in sterile containers.
10
All samples for testing must be accompanied by a test requisition.
X
X
Hit
Myth
Statement
1
The laboratory has little influence on how samples are collected by

others and submitted to the laboratory for testing.
Requesting clinical information to be submitted with a sample is a

breech of patient confidentiality.
The use of transport medium is an unnecessary cost, particularly if

collected samples are submitted to the laboratory within the week it was
collected.
Only samples contained in containers labeled with a biohazard label

should be treated as if it is infectious.
Good, old fashion common sense is a natural friend of laboratory

science. It is a sure guide for making sound decisions to accept or reject
a sample for testing.
The only requirement of a laboratory receiving samples for confirmation

testing is strict adherence to sample rejection criteria.
Samples transported via air must meet IATA regulations.
The laboratory can safely assume that if two samples are submitted
simultaneously with the same first and last name or birth date, that the
second sample is a duplicate and should be discarded.
Most tests require samples to be collected in sterile containers.
10
All samples for testing must be accompanied by a test requisition.

5 D Trainer Activity Sample Management

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TRAINER GUIDE ACTIVITY SHEET

Activity 5-1: ScenarioPCR Sample Handling

To encourage participants to think about potential problems with sample

Problem solving: use as an individual or group activity, or as a class discussion.

How would you approach this problem?

What role might sample management play in this scenario?

Consider what could be happening in the pre-examination, examination, and

Pre-examination process that might be improperly handled could include

The examination procedure should also be carefully examined to look for

Sample Management Module 5 Trainer Activity Sheet

TRAINER GUIDE ACTIVITY SHEET

Activity 5-2: Errors in Sample Management

To generate a list of potential sources of error in sample management and describe

Brainstorming (entire group)

Give the following task to the participants by projecting it on a slide or by giving it

Generate a list of possible errors in sample management.

How sample management errors could affect patient care?

Sample Management Module 5 Trainer Activity Sheet

TRAINER GUIDE ACTIVITY SHEET

Activity 5-3: Hit-or-Myth Game

Test participants knowledge about sample management.

The laboratory has little influence on how samples are collected by

Requesting clinical information to be submitted with a sample is a

The use of transport medium is an unnecessary cost, particularly if

Only samples contained in containers labeled with a biohazard label

Good, old fashion common sense is a natural friend of laboratory

The only requirement of a laboratory receiving samples for

Samples transported via air must meet IATA regulations.

Most tests require samples to be collected in sterile containers.

All samples for testing must be accompanied by a test requisition.

Sample Management Module 5 Trainer Activity Sheet

TRAINER GUIDE ACTIVITY SHEET

The laboratory has little influence on how samples are collected by

Requesting clinical information to be submitted with a sample is a

The use of transport medium is an unnecessary cost, particularly if

Only samples contained in containers labeled with a biohazard label

Good, old fashion common sense is a natural friend of laboratory

The only requirement of a laboratory receiving samples for confirmation

Samples transported via air must meet IATA regulations.

Most tests require samples to be collected in sterile containers.

All samples for testing must be accompanied by a test requisition.

Sample Management Module 5 Trainer Activity Sheet

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