Clinical patterns

Commissioning & service mode

The screens nobody designs. They are used a handful of times per device by someone who is not a clinician, they are where every deployment-wide setting is decided, and a mistake made here is inherited silently by every patient the device sees afterwards.

Stable · v1.0 AcuteLine MDR 2017/745 IEC 62366-1 ISO 14971
The rule

A device in service mode is not available for clinical use, and says so where a clinician would look — on the device, not in the service application. Anything else produces a machine that appears to be watching a patient and is not.

And: commissioning decisions are recorded as decisions — who, when, what value, and what it was before. A configuration with no history cannot be investigated after an incident, which is exactly when someone will try.

Why these screens are dangerous

Safety configuration covers changing an alarm rule for a ward: the blast radius argument, the two-person rule, the effective-from date. This page is the surrounding activity — installing the device, calibrating it, taking it out of service, giving it back.

Four properties make it its own problem:

Out of service has to be visible from the bedside

The single most consequential failure here: a device that is being worked on but still looks like a device that is working. A monitor showing a frozen trace, a screen that has not updated in twenty minutes, an application in a service view that resembles its clinical one.

Calibration

A calibration is a measurement of the device, and it inherits everything this system says about measurements — including that its provenance and its age are part of its meaning.

ElementRule
The reference Named, with its own identifier and its own calibration date. A calibration against an uncalibrated reference is a number with no meaning, and the interface should not accept one silently.
Before and after Both recorded. "As found" and "as left" are different facts, and the drift between them is the only evidence of how far the device had wandered — which is what decides whether earlier results are in doubt.
Who A named person with a recorded competence, not an account shared by a department.
Expiry Stated as a date, visible on the clinical surface, not only in a service log. A device past calibration says so where a clinician can see it.
Failure A calibration that fails leaves the device out of service. It never leaves it in the previous state, because the previous state is now known to be untrustworthy.
Retrospective effect If the as-found value is out of tolerance, the interface says which period of results is affected. Somebody has to decide whether to recall them, and they cannot decide without the dates.

That last row is the one most often missing and the one with patients attached to it. A device found to be reading 8 % high has been reading 8 % high for some interval, and the only question that matters is which one.

Commissioning is where identity is set

Most of what Regulatory labelling & UDI and Device identification display is decided here, and a mistake becomes a permanent property of every record the device writes.

Who may do this

States

StateRendering
Uncommissioned Refuses clinical use and says what is missing — population not set, clock not set, not calibrated. A partly commissioned device is not a usable one.
In service / out of clinical use Stated on the clinical surface in words, no stale data, alarms off and declared.
Calibration due Stated on the clinical surface with the date, well before it expires. Advisory, not an alarm — the condition is about the device, not the patient.
Calibration expired Out of clinical use. Results are not produced with a warning attached; they are not produced.
Calibration failed Out of service, with the as-found value and the affected period stated so somebody can decide about earlier results.
Remote session active Visible on the device and to the ward, with who and why, for the whole session.
Returned to clinical use An explicit act by a named person, with the configuration in force shown for confirmation — never a silent transition on timeout.

Who holds each rule

Commissioning and service mode are the states a device is in when it is not being a device. Almost nothing about them is a component; two things about what the screen says are.

RuleHeld by Where
The clinical surface states the stateMasthead A non-production environment renders as words on every screen. Service mode is one you pass, and it cannot be styled into invisibility.
Asserted: Masthead: a non-production environment announces itself in words
Alarms are off and that is statedAlert banner A technical condition is marked as technical, so “alarms suspended for service” cannot be mistaken for a patient state.
Asserted: AlertBanner: a technical condition says so in words
Entering service mode requires confirming the patient is coveredDialog A confirmation with a way out. The question it asks is yours.
Asserted: Dialog: cancel precedes confirm in reading order
The user is not the intended user; it happens rarely, so nothing is rememberedThe implementer Facts about the context of use, from which the rest follow.
Errors are silent and delayedThe implementer A property of commissioning errors, and the reason the checks below exist.
No stale clinical data remains on screenThe implementer Clearing state on mode entry is your application’s. The pending-value rule about patient switch is the same rule in a smaller frame.
Leaving service mode is explicit and verifiedThe implementer State machine.
Location, bed, ward and time zone are set explicitly; the clock is set from a stated sourceThe implementer Configuration entry. The Date & time picker requires a zone when it renders one; it cannot make you set the device’s.
Why this is written down

A pattern page has no component underneath it, so a rule stated here is held by whoever builds against it unless a component already holds it. Of these 8 rules, 3 are held by a component this package ships, and 5 are the implementer’s. Three held, five not. The two that are held are both about the screen admitting what mode it is in, which is the part a person arriving at the bedside needs.

Do's and don'ts

Do

Not monitoring. This device is in service. Alarms are not active.

On the clinical surface, in words, where a nurse walking past reads it without touching anything.

Don't

The last trace, frozen, with a small "service" chip in the corner.

Looks exactly like a working monitor showing a stable patient. The chip is read by nobody, because nobody is looking for it.

Do

As found +8.1 % · as left +0.2 %
Out of tolerance. Results between 14 Mar and today may be affected.

The drift, and the interval it applies to. Somebody can now decide about earlier results — which is the only reason the as-found value is worth recording.

Don't

Calibration complete.

The device is right now and was wrong for an unknown period. The record of how wrong, and since when, has just been discarded.

Do

Patient population: Neonatal — confirmed by J. Park, 14 Mar. Alarm limits shown below.

Chosen, attributed, and confirmed on the clinical surface where the unit using it can see what it was set to.

Don't

Patient population: Adult (default)

A default is a decision nobody made. On a neonatal unit the alarm limits are wrong by orders of magnitude and nothing on the ward will say so.

Do

Remote service session · M. Idris · started 09:14 · ward notified

Visible on the device and to the people standing next to it, for the whole session.

Don't

Nothing. The session is in the service portal's log.

To the ward the device is simply behaving strangely, which they will report as a fault and troubleshoot against a machine somebody is inside.

Accessibility

Outcomes of use

What this contributes to, in the terms of Usability & context of use. These are attributes believed to contribute to an outcome; the outcome itself is settled by observing real use in a specified context, not by this page.

Clinical safety notes

Risk controls this pattern specifies, and what checks each

Trace these in your risk file (ISO 14971) and usability engineering file (IEC 62366-1). Note that the service technician is a user under IEC 62366-1 and belongs in the use specification alongside the clinician — a frequent omission. Each bullet says what checks it: a component that holds the rule, a test in your verification file, deployment configuration, post-market surveillance, or a design review where no test can see it. A control checked by nothing is a sentence.

NotJustAnyMed.Tech Design System · Commissioning & service mode · v1.0 · draft for review
Reference applications named in this system are fictional, as are all technicians, dates and calibration figures shown above.