Health Sciences and Social Services Curative Health

Centralised Sample Reception Handling Procedures Training

SAQA US 257196 | NQF 3 | Credits 20 | Duration 17 Days
From $2,133 per delegate

Description

This course equips learners with the competencies to handle samples in a centralised reception area within a laboratory or testing environment. It covers procedures for receiving, registering, and distributing samples while maintaining integrity, traceability, and compliance with quality and safety standards.

Learning Outcomes

  • Apply standard operating procedures for receiving and registering samples in a centralised reception area.
  • Demonstrate correct techniques for labelling, storing, and distributing samples to ensure integrity and traceability.
  • Analyze sample documentation for completeness and accuracy, and resolve discrepancies.
  • Implement health, safety, and environmental protocols relevant to sample handling.
  • Evaluate sample condition and take appropriate action for damaged or non-conforming samples.

Target Audience

This course is designed for laboratory technicians, sample reception clerks, and quality assurance personnel who are responsible for receiving, logging, and handling samples in a centralised reception setting.

Prerequisites

None — open enrollment.

Course Outline

Day 1: Introduction to Centralised Sample Reception

Objectives:
• Explain the purpose and importance of centralised sample reception in a laboratory context
• Identify key stakeholders and their roles in the sample reception process
• Describe the flow of samples from submission to storage
• Outline regulatory and accreditation requirements relevant to sample reception

Topics:
• Overview of centralised sample reception systems
• Roles and responsibilities of reception personnel
• Sample lifecycle: submission, logging, processing, storage, disposal
• Relevant standards: ISO 15189, SANAS, SAQA
• Basic laboratory safety and hygiene principles

Day 2: Sample Types and Handling Requirements

Objectives:
• Categorise common sample types (e.g., blood, urine, tissue, environmental)
• Describe specific handling requirements for each sample type
• Identify hazards associated with different samples
• Explain the importance of maintaining sample integrity

Topics:
• Classification of biological and environmental samples
• Temperature and stability requirements
• Biohazard and chemical hazard awareness
• Sample preservation and transport media
• Chain of custody principles

Day 3: Sample Receipt and Documentation Procedures

Objectives:
• Perform accurate sample receipt logging using laboratory information systems
• Verify sample labels and requisition forms for completeness
• Apply rejection criteria for unacceptable samples
• Document discrepancies and corrective actions

Topics:
• Receipt protocols: visual inspection, labelling, barcoding
• Use of Laboratory Information Management System (LIMS)
• Rejection criteria: haemolysis, clotting, insufficient volume, mislabelling
• Documentation of non-conformances
• Communication with requestors

Day 4: Sample Tracking and Chain of Custody

Objectives:
• Explain the importance of sample traceability
• Implement chain of custody procedures for legal samples
• Use tracking systems to monitor sample location and status
• Resolve tracking discrepancies

Topics:
• Principles of sample traceability
• Chain of custody documentation for forensic and legal samples
• Barcode and RFID tracking systems
• Audit trails and data integrity
• Handling lost or misrouted samples

Day 5: Sample Preparation and Aliquoting

Objectives:
• Describe the purpose of sample preparation and aliquoting
• Perform safe and accurate aliquoting procedures
• Ensure correct labelling of aliquots
• Maintain sample integrity during processing

Topics:
• Aliquoting techniques for different sample types
• Centrifugation and separation procedures
• Labelling and barcoding of aliquots
• Avoiding cross-contamination
• Storage conditions for aliquots

Day 6: Storage and Preservation of Samples

Objectives:
• Identify appropriate storage conditions for various sample types
• Monitor and document storage environment parameters
• Implement inventory management for stored samples
• Apply retention and disposal policies

Topics:
• Refrigeration, freezing, and cryogenic storage
• Temperature monitoring and alarm systems
• Inventory management systems
• Sample retention schedules
• Safe disposal of biological and hazardous waste

Day 7: Quality Control in Sample Reception

Objectives:
• Explain quality control measures in sample reception
• Perform daily QC checks on equipment and processes
• Identify and document quality incidents
• Participate in corrective and preventive actions (CAPA)

Topics:
• QC for temperature logs and equipment calibration
• Internal audits and checklists
• Non-conformance reporting
• CAPA processes
• Proficiency testing and inter-laboratory comparisons

Day 8: Health, Safety, and Infection Control

Objectives:
• Apply standard precautions for infection control
• Use personal protective equipment correctly
• Respond to spills and exposures appropriately
• Comply with hazardous waste management regulations

Topics:
• Standard precautions: hand hygiene, PPE, sharps disposal
• Spill management and decontamination
• Exposure incident reporting
• Biological safety cabinets and containment
• Waste segregation and disposal

Day 9: Communication and Customer Service

Objectives:
• Communicate effectively with requestors and laboratory staff
• Handle enquiries and complaints professionally
• Provide clear instructions for sample submission
• Maintain confidentiality of patient/sample information

Topics:
• Interpersonal skills and active listening
• Handling difficult conversations
• Telephone and email etiquette
• Confidentiality and POPIA compliance
• Feedback mechanisms

Day 10: Data Management and Record Keeping

Objectives:
• Accurately enter and retrieve data from LIMS
• Maintain legible and complete paper records
• Apply data integrity principles
• Perform basic data backup and recovery procedures

Topics:
• LIMS data entry and validation
• Record keeping standards (GDP)
• Data integrity: ALCOA principles
• Archiving and retrieval
• Backup procedures and disaster recovery

Day 11: Equipment Use and Maintenance

Objectives:
• Operate common sample reception equipment safely
• Perform routine maintenance and cleaning
• Identify equipment malfunctions and report them
• Calibrate temperature monitoring devices

Topics:
• Centrifuges, refrigerators, freezers, biosafety cabinets
• Pipettes and automated aliquoters
• Daily and weekly maintenance schedules
• Calibration of thermometers and data loggers
• Equipment logs and troubleshooting

Day 12: Regulatory and Accreditation Compliance

Objectives:
• Identify relevant regulations and accreditation standards
• Apply documentation requirements for audits
• Participate in internal and external audits
• Implement corrective actions from audit findings

Topics:
• ISO 15189 requirements for pre-analytical processes
• SANAS accreditation criteria
• Audit preparation and evidence collection
• Common audit findings in sample reception
• Continuous improvement

Day 13: Advanced Sample Handling: Special Cases

Objectives:
• Handle time-sensitive and critical samples appropriately
• Process samples for specialized testing (e.g., molecular, microbiology)
• Manage samples requiring refrigeration or freezing during transport
• Deal with hazardous or infectious samples safely

Topics:
• STAT sample handling protocols
• Samples for molecular diagnostics: DNA/RNA stability
• Microbiological sample transport and preservation
• Chemical and environmental sample handling
• Dangerous goods shipping regulations

Day 14: Problem Solving and Troubleshooting

Objectives:
• Identify common problems in sample reception
• Apply systematic troubleshooting approaches
• Escalate unresolved issues appropriately
• Document problem-solving steps and outcomes

Topics:
• Common issues: mislabelling, insufficient volume, delayed transport
• Root cause analysis techniques
• Decision trees for sample acceptance
• Escalation procedures
• Case studies and group discussions

Day 15: Teamwork and Shift Handover

Objectives:
• Collaborate effectively within a team
• Conduct thorough shift handovers
• Manage workload during peak periods
• Support training of new staff

Topics:
• Team roles and communication
• Shift handover protocols
• Prioritisation and time management
• Mentoring and on-the-job training
• Conflict resolution

Day 16: Review and Assessment Preparation

Objectives:
• Review all course content and key procedures
• Identify personal knowledge gaps
• Practice sample reception workflows
• Prepare for final assessment

Topics:
• Summary of key concepts
• Mock scenarios and role plays
• Self-assessment quizzes
• Practical skills practice
• Assessment criteria review

Day 17: Final Assessment and Course Wrap-Up

Objectives:
• Demonstrate competence in sample reception procedures
• Complete written and practical assessments
• Receive feedback and certification information
• Create a personal action plan for continuous improvement

Topics:
• Written assessment (theory)
• Practical assessment (simulated sample reception)
• Feedback session
• Certification requirements
• Course evaluation and next steps

Practicals

48 hours of practicals To be conducted online or on-campus or in-house
Overview

The practicals provide hands-on experience in sample reception, preparation, and storage procedures. Learners will practice using laboratory equipment, handling samples, and documenting processes under supervision to ensure competence and safety.

Practical Activities
  • Sample Receipt and Logging — Learners receive simulated samples, verify labels and requisitions, log into LIMS, and apply rejection criteria. (12h)
  • Sample Preparation and Aliquoting — Learners perform centrifugation, aliquoting, and labelling of various sample types, ensuring traceability. (12h)
  • Storage and Inventory Management — Learners place samples in appropriate storage, monitor temperatures, and manage inventory using a tracking system. (12h)
  • Quality Control and Troubleshooting — Learners perform daily QC checks, respond to simulated non-conformances, and troubleshoot common issues. (12h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

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Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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