Tools, Technologies and Training for Healthcare Laboratories

Worksheets ( Downloads )

folder Worksheets ( Downloads )

Worksheets for interpreting "Westgard Rules", performing method validation studies, calculating Sigma-metrics, and other practical handouts.

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pdf "Westgard Rules" worksheets Popular


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"Westgard Rules" worksheets

Here are some worksheets that describe the "classic" set of multirule procedures that came to be popularly known as "Westgard Rules." But also included are two multirule combinations that may be considered more modern and appropriate to today's different testing capabilities and needs.

Years ago, one of our regular visitors constructed a worksheet to the traditional multirule procedure. This extensive description of the multirule QC procedure was presented in a convenient worksheet format. After years of making this available to the public, we realized that in addition to the "classic Westgard Rules", there were two other combinations that we frequently recommend.

What's the major difference?

Given the advances in instrumentation, software, and automation, the traditional use of the 12s 'warning' control rule is no longer recommended. This is not a new recommendation from Westgard QC, indeed it is prominently mentioned in nearly all discussions of the rules. However, we've just never made up a graphic worksheet demonstrating the more appropriate multirule combinations - until now.

Why are there two new "Westgard Rules" worksheets?

Again, let's stress that these are not "new" multirules. We have simply made graphic logic diagrams of the recommendations we've been making for many years. The the two main recommendations are tailored to the typical number of controls in a single run. For chemistry instruments, controls are usually run in pairs (i.e. 2 controls, 4, etc.). The "traditional" rules were developed for that practice. However, for hematology and other instruments, controls are usually run in triplicate (i.e. 3 controls per run, high, low, normal, etc.). A different set of rules, substituting a 2of32s control rule for a 22s control rule, is more appropriate.

Do I need to implement all of these new rules?

One more time. These multirule combinations are not new, nor are they cast in stone. Use as many of the rules as needed to provide the necessary error detection. For example, you may find that a particular method only needs to use a 13s/22s/R4s combination, without the 41s/10x rules. You may also determine that another method needs a 12x instead of a 9x as the final part of a multirule combination. By performing a QC Design process, you can determine exactly which rules you need to implement, as well as which rules are unnecessary to your QC procedures.

The one thing that you can't do when you build the rules is "mix and match" in a random fashion. They multirules are built in a rigorous order. You can't rely on just a 10x rule for QC, for instance, or build a 22s/8x multirule combination. The worksheets make clear how the rules fit together.

pdf Method Validation worksheets Popular


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spreadsheet Six Sigma MEDx chart Popular


Download (xls, 28 KB)


pdf NOPSpecs charts Popular


pdf Quality Planning worksheets Popular


Download (pdf, 79 KB)


pdf QC Presentation and Sigma-Charts Popular


Download (pdf, 129 KB)


default MEDx chart (self-expanding zip file of xls) Popular


pdf Sigma metrics Tool Handout Popular


Download (pdf, 222 KB)


Sigma metrics Tool Handout
On September 4th, 2008, Dr. Westgard spoke as part of the AACC audioconference on "New Directions in Laboratory QC" - which was subsequently quoted in a Clin Lab News article on Risk and CLIA. We are pleased to make available Dr. Westgard's complete presentation, as well as two Sigma-metrics Charts and instructions on how to use them in QC Design.

pdf Six Sigma costs worksheets Popular


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spreadsheet Sigma Metric Confidence Calculator Popular


Download (xls, 42 KB)


Dr. David Burnett introduces a spreadsheet that allows you to calculate the confidence intervals of Sigma-metrics.

pdf 2018 Westgard Sigma Rules Popular


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The latest advance in multirule QC procedures, "Westgard Sigma Rules" brings together the power of Six Sigma metrics and "Westgard Rules."  Using the Sigma-metric to benchmark the analytical performance of a test, the "Westgard Sigma Rules" then provide a simplified recommendation on how many controls to run, how many "Westgard Rules" to implement, and now, for the first time, how often to run QC.

Sponsored and supported by Technopath Clinical Diagnostics.

pdf IQCP Startup Kit Popular


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This is a simple PDF of worksheets to be printed out. You can manually fill out the forms to begin your IQCP development process. This is the first draft, more polished drafts will be released in later 2015.

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