'TMS Documents – Processes'
Technical Operations Manual
Overview of TraQ / PBCO manuals
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**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: 'Rules' | Templates | Processes
All documents are
unless indicated otherwise.
Templates (DRAFT) Process
Procedures
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
Feedback is welcome. Please contact
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 0013 Obstetric RhIG 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
