General Laboratory Practices Complies with or oversees the compliance with Laboratory safety policies and procedures both at customers site and at SCIEX facilities Takes personal responsibility for safety – (wears protective eye wear, gloves and lab coat) Understands the proper use of labeling, storage and disposal of chemicals and solvents Makes sure all electrical components are: 1) working 2) are properly and 3) safely set in the laboratory Keeps a safe working environment during a service activity Keeps a clean working environment during a service activity Fundamentals of Instrumentation Demonstrates understanding of the Hardware Components to a functional level Demonstrates understanding of the theory and operations of instrumentation  Service and Maintenance Procedures Demonstrates understanding of how to remove, disassemble, reassemble and reinstall modules Tuning & Optimization Demonstrates understanding of instrument Tuning and Optimization Hardware Fundamentals & Operation Demonstrates understanding of instrument electronic operation Demonstrates understanding of the instrument vacuum components and operation Demonstrates understanding of the instrument flow and pressure components and operation
Day 3
Training Program
Learner Description
Some service experience and reasonable understanding of the equipment used in the workshop is required. Before attending this workshop the learner should meet the following prerequisites: Trained to provide field service on Blueline API and QTRAP instrumentsTrained to provide field service on Agilent and/or Shimadzu HPLC instrumentsPerformed 6 to 12 service calls in the last year on Blueline API and QTRAP instruments Performed 6 to 12 service calls in the last year on Agilent and/or Shimadzu HPLC instrumentsJob ResponsibilitiesOne important function of the FSE is to troubleshoot LC/MS instrumentation. To be able to troubleshoot they need to know how instrumentation works and how it is used by the customer. This includes hardware, software, computer, and workflow as well as the lab environment this takes place in. To efficiently troubleshoot the FSE needs to understand the importance of a methodical troubleshooting process, types of symptoms, which decisions can speed up the troubleshooting process and repair or cause delays, and how to reduce the chance for ‘repeat’ service calls. Learner’s ResponsibilitiesCompletes all assigned training tasks.Remains actively engaged and participates in all class and lab activities.Develops adequate knowledge to efficiently apply the LCMS Troubleshooting Process
CLASS: Introduction Review of pre-learning Explanation of the LCMS troubleshooting process: Module 1 – Understand the ProblemModule 2 – Find the Direct CauseModule 3 – Choose and Implement SolutionModule 4 – Avoid Future ProblemsDiscussion of LCMS Troubleshooting Process worksheet LAB: First LCMS problem.  Practice: Interviewing the customer to understand the Problem (Step 1)Practice: Observing the symptom(s) on the LCMS configuration (Step 1)Practice: Discuss possible causes and build work list (Step 2)Practice: Find Direct Cause (Step 2)Practice: Choose and Implement Solution (Step 3)Practice: Avoid Future Problems (Step 3)Note: The instructor will observe and provide intensive guidance.
Prerequisite Training Programs3500/4500/5500/6500 Series LC/MS Systems Training ProgramAgilent 1100, 1200, 1260 & 1290 LC Systems Training Program, and/orShimadzu LC-20, LC-20XR & LC30 Training ProgramNote: Before attending the workshop, the trainee should have field service experience on the Blueline API & QTRAP instruments and completed 6-12 service calls. They should also have experience on the Agilent and/or Shimadzu HPLC systems and completed 6-12 service calls on HPLC products. ELearningLCMS Troubleshooting _1_ IntroductionLCMS Troubleshooting _2_ Four Step ProcessLCMS Troubleshooting Step 1: Understand the ProblemLCMS Troubleshooting Step 2: Find the CauseLCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future ProblemsInstructor Led Training (ILT)Instruments covered One or more of the following mass spectrometers will be used in the workshop:API and/or QTRAP models 3500, 4500, 5500, 6500/6500+ParticipantsOne team will work on one LCMS configuration. 3 participants per team1 person to troubleshoot1 person to assist and ensure the process is followed1 person to observe the troubleshooter and assistantPre-WorkLCMS Troubleshooting _1_ Introduction LCMS Troubleshooting _2_ Four Step Process LCMS Troubleshooting Step 1: Understand the Problem LCMS Troubleshooting Step 2: Find the Cause LCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future Problems LCMS Troubleshooting Process Worksheet_rev_d
TripleTOF standalone
CLASS: Review of Day 1 Discussion on using the LCMS Troubleshooting Process LAB: Second LCMS problem. Practice Step 1 -  Interviewing the customer to understand the Problem & Observing the symptom(s) on the LCMS configurationPractice Step 2 – Discuss possible causes, build work list.Practice Step 2 – Find Direct CausePractice Step 3 & 4 -  Choose and Implement Solution & Avoid Future Problems(Repeat the above LABs on the next problem with the LCMS as time allows) Note: The instructor will closely observe and provide guidance.
Blueline & Legacy API/QTRAP coupled to Agilent or Shimadzu HPLC
The evaluation for the associate’s training completion will be based on the following competency:
CLASS: Sharing of participants’ troubleshooting experiences in the field LAB: Next LCMS problem. (more problems will be presented as time allows) Note: The instructor will observe and intervene if required.
Day 4
CLASS: Review of escalation calls of choice and application of the LCSM Troubleshooting process LAB: Next LCMS problem. (more problems will be presented as time allows) Note: The instructor will monitor teams’ performance and progress.
Program Description
Blueline API/QTRAP coupled to Agilent or Shimadzu HPLC
Troubleshooting LCMS instrumentation in an effective way does not necessarily require many years of experience and a deep understanding of instrument functionality. Good troubleshooting has much to do with the time spent to observe the symptoms and devising a work plan to test causes before getting to work on the problem. This workshop teaches a methodical 4-step process that can be applied to solving problems with complex instrumentation such as LCMS. The participant will learn an effective interview technique to collect detailed information from the customer and how to use observations to increase fault finding accuracy. The learner will practice this approach on real problems implemented by the instructor on various LCMS configurations. Out of scope tasksThis workshop teaches an effective way to troubleshoot complex systems. This is not an ‘advanced’ instrument hardware training; however, the instructor will be happy to provide explanation and opportunities to learn more about the equipment as needed and as time permits.
Day 1
Fundamentals LC/MS WorkflowIs able to apply sample and mobile phase preparation knowledge to the troubleshooting process Is able to apply data acquisition method and batch setup knowledge to the troubleshooting process Is able to inspect data and apply findings to the troubleshooting process Is able to separate a LC problem from an MS problem Knowledge & Function of Tools & Measurement Demonstrates proper use of Hand Tools during troubleshooting & repair process Understands how to use Measurement Tools during the troubleshooting process Understands how to use Diagnostic Tools during the troubleshooting process Demonstrates proper use of Electrostatic Discharge Kit during fault finding and repairs Demonstrates safe use of tools and measurement equipment General Troubleshooting Skills Takes enough time to interview the customer Uses proper interviewing technique (start with open-ended; confirm with close-ended questions) Demonstrates good listening skills Tries to understand the customer's objective. Understands the types of symptoms & troubleshooting approaches (Constant, Reproducible Intermittent, Random Intermittent) Knows how to make observations Is able to develop possible causes and properly prioritize steps to test & confirm Discusses findings with customer before implementing the solution Is able to think of alternative solutions and estimate its impact Looks for root causes in avoiding repeat problems Looks for secondary problems that may have developed as a result of the initial problem Understands the difference between preventative and conditional service actions
Day 2
Agenda
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Legacy API/QTRAP coupled to Agilent or Shimadzu HPLC
Competency
Some service experience and reasonable understanding of the equipment used in the workshop is required. Before attending this workshop the learner should meet the following prerequisites: Trained to provide field service on Blueline API and QTRAP instrumentsTrained to provide field service on Legacy API and QTRAP instrumentsPerformed 6 to 12 service calls in the last year on Blueline API and QTRAP instruments Performed 6 to 12 service calls in the last year on Agilent and/or Shimadzu HPLC instrumentsJob ResponsibilitiesOne important function of the FSE is to troubleshoot LC/MS instrumentation. To be able to troubleshoot they need to know how instrumentation works and how it is used by the customer. This includes hardware, software, computer, and workflow as well as the lab environment this takes place in. To efficiently troubleshoot the FSE needs to understand the importance of a methodical troubleshooting process, types of symptoms, which decisions can speed up the troubleshooting process and repair or cause delays, and how to reduce the chance for ‘repeat’ service calls. Learner’s ResponsibilitiesCompletes all assigned training tasks.Remains actively engaged and participates in all class and lab activities.Develops adequate knowledge to efficiently apply the LCMS Troubleshooting Process
Fundamentals LC/MS WorkflowIs able to apply sample and mobile phase preparation knowledge to the troubleshooting process Is able to apply data acquisition method and batch setup knowledge to the troubleshooting process Is able to inspect data and apply findings to the troubleshooting process Is able to separate a LC problem from an MS problem Knowledge & Function of Tools & Measurement Demonstrates proper use of Hand Tools during troubleshooting & repair process Understands how to use Measurement Tools during the troubleshooting process Understands how to use Diagnostic Tools during the troubleshooting process Demonstrates proper use of Electrostatic Discharge Kit during fault finding and repairs Demonstrates safe use of tools and measurement equipment General Troubleshooting Skills Takes enough time to interview the customer Uses proper interviewing technique (start with open-ended; confirm with close-ended questions) Demonstrates good listening skills Tries to understand the customer's objective. Understands the types of symptoms & troubleshooting approaches (Constant, Reproducible Intermittent, Random Intermittent) Knows how to make observations Is able to develop possible causes and properly prioritize steps to test & confirm Discusses findings with customer before implementing the solution Is able to think of alternative solutions and estimate its impact Looks for root causes in avoiding repeat problems Looks for secondary problems that may have developed as a result of the initial problem Understands the difference between preventative and conditional service actions
Prerequisite Training Programs3500/4500/5500/6500 Series LC/MS Systems Training ProgramLegacy API & QTRAP Training Program Agilent 1100, 1200, 1260 & 1290 LC Systems Training Program, and/orShimadzu LC-20, LC-20XR & LC30 Training ProgramNote: Before attending the workshop, the trainee should have field service experience on the Blueline API & QTRAP instruments and completed 6-12 service calls. They should also have experience on the Agilent and/or Shimadzu HPLC systems and completed 6-12 service calls on HPLC products. ELearningLCMS Troubleshooting _1_ IntroductionLCMS Troubleshooting _2_ Four Step ProcessLCMS Troubleshooting Step 1: Understand the ProblemLCMS Troubleshooting Step 2: Find the CauseLCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future ProblemsInstructor Led Training (ILT)Instruments covered One or more of the following mass spectrometers will be used in the workshop:API and/or QTRAP models 3500, 4500, 5500, 6500/6500+ParticipantsOne team will work on one LCMS configuration. 3 participants per team1 person to troubleshoot1 person to assist and ensure the process is followed1 person to observe the troubleshooter and assistantPre-WorkLCMS Troubleshooting _1_ Introduction LCMS Troubleshooting _2_ Four Step Process LCMS Troubleshooting Step 1: Understand the Problem LCMS Troubleshooting Step 2: Find the Cause LCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future Problems LCMS Troubleshooting Process Worksheet_rev_d
Troubleshooting LCMS instrumentation in an effective way does not necessarily require many years of experience and a deep understanding of instrument functionality. Good troubleshooting has much to do with the time spent to observe the symptoms and devising a work plan to test causes before getting to work on the problem. This workshop teaches a methodical 4-step process that can be applied to solving problems with complex instrumentation such as LCMS. The participant will learn an effective interview technique to collect detailed information from the customer and how to use observations to increase fault finding accuracy. The learner will practice this approach on real problems implemented by the instructor on various LCMS configurations. Out of scope tasksThis workshop teaches an effective way to troubleshoot complex systems. This is not an ‘advanced’ instrument hardware training; however, the instructor will be happy to provide explanation and opportunities to learn more about the equipment as needed and as time permits.
Blueline API/QTRAP coupled to Agilent or Shimadzu HPLC
Troubleshooting LCMS instrumentation in an effective way does not necessarily require many years of experience and a deep understanding of instrument functionality. Good troubleshooting has much to do with the time spent to observe the symptoms and devising a work plan to test causes before getting to work on the problem. This workshop teaches a methodical 4-step process that can be applied to solving problems with complex instrumentation such as LCMS. The participant will learn an effective interview technique to collect detailed information from the customer and how to use observations to increase fault finding accuracy. The learner will practice this approach on real problems implemented by the instructor on various LCMS configurations. Out of scope tasksThis workshop teaches an effective way to troubleshoot complex systems. This is not an ‘advanced’ instrument hardware training; however, the instructor will be happy to provide explanation and opportunities to learn more about the equipment as needed and as time permits.
Prerequisite Training Programs Legacy API & QTRAP Training ProgramAgilent 1100, 1200, 1260 & 1290 LC Systems Training Program, and/orShimadzu LC-20, LC-20XR & LC30 Training ProgramNote: Before attending the workshop, the trainee should have field service experience on the Legacy API & QTRAP instruments and completed 6-12 service calls. They should also have experience on the Agilent and/or Shimadzu HPLC systems and completed 6-12 service calls on HPLC products.ELearning  • LCMS Troubleshooting _1_ Introduction• LCMS Troubleshooting _2_ Four Step Process• LCMS Troubleshooting Step 1: Understand the Problem• LCMS Troubleshooting Step 2: Find the Cause• LCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future ProblemsInstructor Led Training (ILT) Instruments coveredOne or more of the following mass spectrometers will be used in the workshop:API and/or QTRAP models 3500, 4500, 5500, 6500/6500+ParticipantsOne team will work on one LCMS configuration.3 participants per team1 person to troubleshoot1 person to assist and ensure the process is followed1 person to observe the troubleshooter and assistantPre-Work LCMS Troubleshooting _1_ IntroductionLCMS Troubleshooting _2_ Four Step ProcessLCMS Troubleshooting Step 1: Understand the ProblemLCMS Troubleshooting Step 2: Find the CauseLCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future ProblemsLCMS Troubleshooting Process Worksheet_rev_d
Some service experience and reasonable understanding of the equipment used in the workshop is required. Before attending this workshop the learner should meet the following prerequisites: Trained to provide field service on Legacy API and QTRAP instrumentsTrained to provide field service on Agilent and/or Shimadzu HPLC instrumentsPerformed 6 to 12 service calls in the last year on Legacy API and QTRAP instruments Performed 6 to 12 service calls in the last year on Agilent and/or Shimadzu HPLC instrumentsJob ResponsibilitiesOne important function of the FSE is to troubleshoot LC/MS instrumentation. To be able to troubleshoot they need to know how instrumentation works and how it is used by the customer. This includes hardware, software, computer, and workflow as well as the lab environment this takes place in. To efficiently troubleshoot the FSE needs to understand the importance of a methodical troubleshooting process, types of symptoms, which decisions can speed up the troubleshooting process and repair or cause delays, and how to reduce the chance for ‘repeat’ service calls. Learner’s ResponsibilitiesCompletes all assigned training tasks.Remains actively engaged and participates in all class and lab activities.Develops adequate knowledge to efficiently apply the LCMS Troubleshooting Process
Fundamentals LC/MS WorkflowIs able to apply sample and mobile phase preparation knowledge to the troubleshooting process Is able to apply data acquisition method and batch setup knowledge to the troubleshooting process Is able to inspect data and apply findings to the troubleshooting process Is able to separate a LC problem from an MS problem Knowledge & Function of Tools & Measurement Demonstrates proper use of Hand Tools during troubleshooting & repair process Understands how to use Measurement Tools during the troubleshooting process Understands how to use Diagnostic Tools during the troubleshooting process Demonstrates proper use of Electrostatic Discharge Kit during fault finding and repairs Demonstrates safe use of tools and measurement equipment General Troubleshooting Skills Takes enough time to interview the customer Uses proper interviewing technique (start with open-ended; confirm with close-ended questions) Demonstrates good listening skills Tries to understand the customer's objective. Understands the types of symptoms & troubleshooting approaches (Constant, Reproducible Intermittent, Random Intermittent) Knows how to make observations Is able to develop possible causes and properly prioritize steps to test & confirm Discusses findings with customer before implementing the solution Is able to think of alternative solutions and estimate its impact Looks for root causes in avoiding repeat problems Looks for secondary problems that may have developed as a result of the initial problem Understands the difference between preventative and conditional service actions
General Laboratory Practices Complies with or oversees the compliance with Laboratory safety policies and procedures both at customers site and at SCIEX facilities Takes personal responsibility for safety – (wears protective eye wear, gloves and lab coat) Understands the proper use of labeling, storage and disposal of chemicals and solvents Makes sure all electrical components are: 1) working 2) are properly and 3) safely set in the laboratory Keeps a safe working environment during a service activity Keeps a clean working environment during a service activity Fundamentals of Instrumentation Demonstrates understanding of the Hardware Components to a functional level Demonstrates understanding of the theory and operations of instrumentation  Service and Maintenance Procedures Demonstrates understanding of how to remove, disassemble, reassemble and reinstall modules Tuning & Optimization Demonstrates understanding of instrument Tuning and Optimization Hardware Fundamentals & Operation Demonstrates understanding of instrument electronic operation Demonstrates understanding of the instrument vacuum components and operation Demonstrates understanding of the instrument flow and pressure components and operation
Prerequisite Training Programs TripleTOF Service TrainingNote: Before attending the workshop, the trainee should have field service experience on TripleTOF and completed 6-12 service calls on TripleTOF.ELearning LCMS Troubleshooting _1_ IntroductionLCMS Troubleshooting _2_ Four Step ProcessLCMS Troubleshooting Step 1: Understand the ProblemLCMS Troubleshooting Step 2: Find the CauseLCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future ProblemsInstructor Led Training (ILT) Instruments coveredOne or more of the following mass spectrometers will be used in the workshop:TripleTOF 4600, orTripleTOF 5600, orTripleTOF 6600ParticipantsOne team will work on one LCMS configuration.3 participants per team1 person to troubleshoot1 person to assist and ensure the process is followed1 person to observe the troubleshooter and assistantPre-Work LCMS Troubleshooting _1_ Introduction LCMS Troubleshooting _2_ Four Step Process LCMS Troubleshooting Step 1: Understand the Problem LCMS Troubleshooting Step 2: Find the Cause LCMS Troubleshooting Step 3 and 4: Choose and Implement Solution / Avoid Future Problems LCMS Troubleshooting Process Worksheet_rev_d
Fundamentals LC/MS WorkflowIs able to apply sample and mobile phase preparation knowledge to the troubleshooting process Is able to apply data acquisition method and batch setup knowledge to the troubleshooting process Is able to inspect data and apply findings to the troubleshooting process Is able to separate a LC problem from an MS problem Knowledge & Function of Tools & Measurement Demonstrates proper use of Hand Tools during troubleshooting & repair process Understands how to use Measurement Tools during the troubleshooting process Understands how to use Diagnostic Tools during the troubleshooting process Demonstrates proper use of Electrostatic Discharge Kit during fault finding and repairs Demonstrates safe use of tools and measurement equipment General Troubleshooting Skills Takes enough time to interview the customer Uses proper interviewing technique (start with open-ended; confirm with close-ended questions) Demonstrates good listening skills Tries to understand the customer's objective. Understands the types of symptoms & troubleshooting approaches (Constant, Reproducible Intermittent, Random Intermittent) Knows how to make observations Is able to develop possible causes and properly prioritize steps to test & confirm Discusses findings with customer before implementing the solution Is able to think of alternative solutions and estimate its impact Looks for root causes in avoiding repeat problems Looks for secondary problems that may have developed as a result of the initial problem Understands the difference between preventative and conditional service actions