Quality Control Guide Sets

Guide sets give you control over which data points are used to establish the expected range of values in a QC plot. Instead of calculating the expected ranges based on all data points in the view, you can specify guide sets based on a subset of data points.

You create a guide set by specifying two dates:

  • training start date
  • training end date
The training start and end dates (called the "training period") establish the period to calculate the expected range of values. The data points within the training period are used to calculate the mean and standard deviation for that guide set's expected range.

Standard deviations are shown as colored bars: green for +/-1, blue for +/-2, and red for +/-3 standard deviations from the mean. The expected range calculated by a training period is applied to all future data points, until a new training period is started.

Data points for a given guide set share a similar shape (circle, square, triangle, etc.). A different shape is introduced when a new guide is started.

The training periods are shown with a grey background -- hover over the training area to see detailed information about that guide set. You can also see these details on the Guide Sets tab.

Define Guide Sets

You can create guide sets directly from the QC plot. To add a new guide set, click Create Guide Set, drag to select an area directly on the graph, and click the Create button that appears over the selected area.

Note: a warning will be given if fewer than 5 data points are selected. You cannot create overlapping guide sets.

Alternatively, you can create guide sets by entering the start and end dates manually: click the Guide Sets tab and click Insert New to manually enter a new guide set. Note that you must have been granted the Editor role or greater to create guide sets from either of these two methods.

Edit or Delete Guide Sets

To edit or delete guide sets, click the tab Guide Set. To edit, click Edit next to a guide set that has already been created. To delete, place a checkmark next to the target guide set and click the Delete button.

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