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Elements and Performance Criteria

  1. Assess the suitability of available automated procedures
  2. Research alternative established procedures
  3. Establish whether an available procedure can be customised or if a new procedure is needed
  4. Obtain internal approval to develop an automation plan and strategy
  5. Identify the resources required for automation and verify they meet necessary quality, laboratory and technical requirements
  6. Create or edit automated procedure
  7. Check that instructions are adequately documented to ensure repeatability of test
  8. Document hazards and safety measures to be observed
  9. List the requirements for calibration approval and rejection
  10. Specify data to be recorded and produce a results template
  11. Edit or compile the procedure using appropriate software
  12. Confirm that all calibration requirements can be fulfilled by using the procedure
  13. Test run the program, check errors and debug as necessary
  14. Configure instruments/equipment
  15. Configure workstation, reference standards, instruments and equipment
  16. Verify performance of reference standards, instruments and equipment prior to use and adjust or calibrate as necessary
  17. Identify and minimise potential sources of measurement error
  18. Refine the automated procedure
  19. Recognise non-conforming results or data and amend the program or troubleshoot procedure/equipment as necessary
  20. Verify all data are the result of valid measurements and all calculations are correct
  21. Confirm the integrity of procedure at each step to ensure repeatability of measurement
  22. Verify automated procedure is fit for purpose
  23. Systematically analyse all measurement and environmental factors that may influence results and take corrective action
  24. Quantify the uncertainties of results by analysing equipment specifications and test methodology
  25. Arrange for internal peer checking of procedure, data and results and incorporate feedback
  26. Confirm the procedure is fit for purpose and relevant to the client's needs and document
  27. Document and review automated procedure
  28. Ensure that the procedure has been reviewed in accordance with workplace procedures
  29. Report and present the procedure to appropriate personnel for validation before use