Overview of TraQ / PBCO manuals
----Essential Reading----
TraQ / PBCO materials are protected by copyright: Terms of Use
Technical Operations Manual: Disclaimer and Background
The provincial, standardized Technical Operations Manual (hereafter referred to as TOM) consists of processes, procedures, and training/competency materials, as well as various templates. The TOM on this website is organized around processes and contains some (not all) of the documents that were developed.
The TOM includes 21 transfusion medicine processes, multiple procedures for each process, with policies embedded within procedures. Procedures are written as work instructions that begin immediately. As well, each process has a training and competency package, some with Direct Observation Checklists for single procedures.
The purpose of creating the TOM was to develop a CAN/CSA Z902-04 compliant transfusion medicine operations manual to provide optimal practice procedures that could be used in different service levels of facilities across a region.
The TOM and its model documents were developed by BC blood transfusion technical specialists, representatives from all BC Health Authorities, and the Compliance Working Group, using CLSI guidelines and facilitated by Lucia Berte (consultant) and the BC Provincial Blood Coordinating Office (PBCO).
The main project was completed and TOM documents (versions "0" and "draft") are available for individual regions and facilities to adapt to their own needs and update as required.
TOM documents are linked to a profound culture change that must occur for sustainability of this work. We highly recommend that you read the referenced CLSI guidelines to provide background and assistance as you develop these documents.
Current versions of CLSI guidelines can be purchased from CLSI (see links to specific documents on p. 3, Disclaimer and Background) .
These documents must be reviewed, customized, and validated prior to use in the user's organization.
TOM Documents
| Common Procedures |
|
All documents are version 1.0 and Microsoft Word files unless indicated otherwise.
'Rules' (DRAFT)
Templates (DRAFT)
Process
Procedures
- Procedure Tracking List Blank Template
- Provincial Computer Procedure Template
- Provincial Computer Procedure Writer's Job Aid
- Provincial General Procedure Template
- Provincial General Procedure Writer's Job Aid
Training & Competency
- T&C Terms Glossary
- TC0001 Orientation Guide Template
- TC0002 Schedule Template
- TC0003 Direct Observation Checklist Template
- TC0004 Written Assessment Template
- TC0005 Verbal Assessment Template
- TC0006 Initial Competence Record
- TC0007 Ongoing Competence Checklist
- TC0008 Evaluation of Training Experience Template
- TC0010 Competency or Learning Follow-up Action Plan Template
- TC0011 Trainer Responsibilities Template
- TC0012 Learner Responsibilities Template
- TC0013 Summary Checklist Template
Processes
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| TMP 0001 | Antibody Identification |
| TMP 0002 | Blood Product Inventory Assessment, Order and Receipt |
| TMP 0003 | Blood Product Retrieval |
| TMP 0004 | Crossmatch |
| TMP 0005 | Derivatives Selection and Modification |
| TMP 0006 | Discard and Expiry |
| TMP 0007 | Emergency Release for Red Cells |
| TMP 0008 | Exchange Transfusion |
| TMP 0009 | Issue and Return |
| TMP 0010 | Mother and Infant Examination |
| TMP 0011 | Neonatal Red Cell Transfusion |
| TMP 0012 | Non-Red Cell Component Selection and Modification |
| TMP 0014 | Pretransfusion Examination |
| TMP 0015 | ProVue® |
| TMP 0016 | Red Cell Modification |
| TMP 0017 | Redistribution Shipment |
| TMP 0018 | Sample Send Out and Report Received |
| TMP 0019 | Transfer Product With Patient |
| TMP 0020 | Transfusion Committee Review |
| TMP 0021 | Transfusion Reaction Investigation ( -- Aug. 2010: All procedures updated to v 1.0; some additional documents) |
*Original TMP013 ( Obstetric RhIG) was included in TMP010
Common Procedures
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Common Procedures Related to Examinations
Common Procedures Related to Inventory (all version 0)
- Aliquotting Blood Components
- Checking the Temperature of Red Cells or Platelets
- Entering or Editing a Request for Non-Red Cell Components or a Derivative in the LIS
- Letter of Authorization for Product pickup (ICP 0609 V1 )
- Installing the COBE Blood Cell Processing Set
- Irradiating Cellular Blood Products
- Modified Blood Product Label Preparation
- Packaging Blood Products for Shipment to Other Facilities
- Removing the COBE Blood Cell Processing Set
- Transferring Blood Products into a Syringe
- Visual Inspection of Blood Products
Common Procedures - Other
All versions 0 except as noted
- CP.0900 Consultation with Pathologist
- EQ.0001 Operating the Biological Safety Cabinet
- OM.0001 Processing a Canadian Blood Services Lookback (v. 1.0, 2015-03-23)
- OM.0002 Traceback
- OM.0003 Notifying the Lookback Recipient’s Physician (v. 1.1, 2015-07-02)
- OM.0004 Completing the Documentation and Reporting for a Canadian Blood Services Lookback Notification (v. 1.0, 2015-03-23)
- OM.0005 Lookback Process Flowmap (v. 1.0, 2015-03-23)
- PS.0001 Modifying Blood Products Using Aseptic Technique