Onsite Evaluation[OSE]

A field visit is an ideal way to obtain a realistic assessment of the conditions and skills practiced in the laboratory. Under National TB Elimination Programme (NTEP), On-site Evaluation (OSE) of Intermediate Reference Laboratories (IRLs) and District TB Centres (DTCs)/ Designated Microscopy Centres (DMCs) is therefore an essential component of a meaningful Quality Assurance (QA) programme.

OSE should be performed a tleast once a year by personnel from a higher-level laboratory (IRL/ National Reference Laboratory (NRL)) in order to evaluate the overall operational conditions in the microscopy centers.

Laboratory Supervisors must be knowledgeable in all operational and technical elements of AFB smear microscopy and have sufficient expertise to observe technicians performing routine tasks.

Importance of OSE

• Ensures that Standard Operating Procedures (SOPs) are in place and are displayed in all DMCs, internal Quality Check (QC) as per RNTCP is performed, and a functional binocular microscope is available
• Provides an opportunity for immediate problem-solving corrective action and on-site retraining.

Frequency of OSE (Figure)

• At least once a month visit by Senior TB Lab Supervisor (STLS) to the DMC, is required with re-checking of five positive and five negative slides.
• Regular on-site evaluation by District TB Officer (DTO) is important to assure recording and reporting of results; assessing operational conditions, safety, supplies, equipment and total workload.
• At least once a year visit by laboratory supervisors is recommended for IRLs by NRLs and for DTCs by IRLs.
• When poor performance has been identified through OSE, blinded rechecking or panel testing, additional visits by trained laboratory personnel from a higher-level laboratory (the IRL or NRL laboratory) supervisor are mandatory to perform a comprehensive evaluation of all laboratory procedures, implement corrective action, and provide training.

Components of OSE (Figure)

The visit includes:

• Comprehensive assessment of laboratory safety including infection control measures; conditions of equipment, adequacy of supplies as well as the technical components of Acid-fast Bacillus (AFB) smear microscopy. Sufficient time must be allotted for the visit to include observation of all the work associated with AFB smear microscopy, including preparing smears, staining and reading of smears.
• Examining a few stained positive and negative smears to observe the quality of smearing and staining as well as condition of the microscope
• Facilitating quality improvement through on the spot problem solving and suggestions for corrective action, wherever needed.

The NRLs provide training to all IRL personnel responsible for OSE. Additionally, non-laboratory personnel (e.g., DTOs) should acquire working knowledge of routine laboratory operations, including proper NTEP procedures, appropriate supplies, laboratory safety, basic microscope operations, and requirements of panel testing or rechecking programmes.

Figure: Frequency and Components of On-site Evaluation; Source: RNTCP Laboratory Network Guidelines

Checklist for IRL OSE and NRL OSE

On-site quarterly evaluation report of DTCs visited by IRL team to be given to concerned State TB Officer (STO), IRL and NRL using an IRL OSE Checklist while OSE checklist for NRL Laboratory Personnel to IRL is prepared using a NRL OSE Checklist.

Resources

RNTCP Laboratory Network Guidelines.

Assessment