Team Dashboard

How Orvana staff turn a paid order into an approved report. Each section says who does it and which email to sign in with.

Open: dashboard.orvana.health

Important Use a separate browser window for each role. Signing in as the clinician signs the operations person out of the same browser. See Before you start.

Sign in

1. Go to dashboard.orvana.health/login.
2. Type your team email (see the table below) and click Continue with email.
3. Open "Your Orvana code" in Joel's inbox. Check the To: line so you use the right code.
4. Type the code and click Verify code.

The left menu has Operations (Fulfillment, Receiving, Batches, Pipeline, Status, Alerts) and Clinical (Review, Knowledge Base).

Note If a button shows a red "Forbidden", that job belongs to a different role. Sign in with the right email.

Send a kit to the customer

Who: Operations · Where: Fulfillment

1. Under Create kit batch, change Count to 1 and click Create kit batch. This makes a new kit.
2. Under Needs fulfillment, find the customer's order. Match the 8-character order number they gave you.
3. Click Assign next kit.
4. The order now shows a line like Grab kit ORV-K-… · tube ORV-T-…. Copy both codes from this line and send them to the customer tester.
5. Type anything in Tracking reference, for example TEST-001, and click Ship.

The order moves to Recently shipped, and the customer gets an email with their registration link.

Important Only copy the codes from the Grab kit … · tube … line after step 3. Assign next kit picks the oldest spare kit, which may not be the one you just created. The codes shown right after Create kit batch can belong to a different kit. If the customer's tube code doesn't match, registration fails.

Receive the sample

Who: Operations · Where: Receiving · After the customer has registered their kit

1. Click in the Tube barcode box, type the customer's tube code (ORV-T-…) and press Enter. In real life, a barcode scanner does this.
2. Click Pass.

The customer's tracker moves to Received by Orvana.

Send the sample to the lab

Who: Operations · Where: Get started

1. On Get started, check the Before you start boxes are all green.
2. Under Start a new batch, tick the sample and click Start batch (1 selected).
3. You're now on the batch page, which walks you through 6 steps. The Next button only unlocks once a step is done.
4. Click Download manifest (CSV). This is the list that goes to the lab: only tube codes, age group and sex, never names.
5. Click Hand off to NovogeneAIT…, then Confirm handoff.

Add the lab results file

Who: Operations · Where: the same batch page, step Deliver FASTQ

In real life, the lab sends the data file. For testing, copy one of our test files:

1. Tube barcode: choose the tube from the list.
2. R1 file URL: paste the web address of a test file below.
3. MD5: paste the check code for that same file.
4. Click Deliver 1 files.

Test file A — use this one. A sample with gum-disease bacteria. The report will have findings to review.

• R1 file URL box: https://docs.orvana.health/fixtures/red-complex.raw_1.fastq.gz
• MD5 box: fb48e6fc6f5f844a2fcba28ae21b2cf6

Test file B — healthy mouth. A healthy sample. The report has no warning findings.

• R1 file URL box: https://docs.orvana.health/fixtures/healthy-oral.raw_1.fastq.gz
• MD5 box: 13a8f38073711ba4e3e0c6260d20b7ce

Test file C — unusable sample. Not a proper mouth sample. The clinician sees a red warning and no score. Use it to practise rejecting a report.

• R1 file URL box: https://docs.orvana.health/fixtures/non-oral.raw_1.fastq.gz
• MD5 box: 8955dbe2fae57cd0fe9ff9e65ac54006

What you'll see:

• A yellow warning that the file name doesn't match the tube. That's fine. The test files are shared, so it always appears.
• Then "Complete. Every file verified, the pipeline is starting…".

Wait for the analysis and AI draft

Who: nobody. It happens automatically · Where: Pipeline

1. Open Pipeline and click the newest row. The five stages go green, usually within seconds.
2. The AI then writes a draft report. This takes about 2 minutes.
3. Back on the batch page, the Draft reports step shows the draft. If nothing appears after 5 minutes, click Draft now.

Review, approve and release the report

Who: Clinician (joel.balang+clinician@orvana.health) · Where: Review

1. Open Review and click the report. You'll only see the tube code, age group and sex, never the customer's name.
2. Look over the score, the bacteria found, the Rule hits (findings) and the evidence.
3. Click Open patient report to preview what the customer will see.
4. Click Start review. You can now edit the text. Change a sentence and click Save revision.
5. Click Sign and release, then confirm.

The customer immediately gets "Your Orvana report is ready".

If the report shouldn't go out

At the bottom, under Do not sign:

• Send back for re-draft: type a reason and click Send back. The report goes back to be redrafted.
• Cannot report this sample: type a reason and click Invalidate report. This is final. Use it with Test file C.

When a sample fails its check

Who: Operations · Where: Receiving

1. Scan the tube code, then click Fail instead of Pass.
2. Type a reason, for example "Not enough saliva", and click Confirm fail. The customer gets an "Action needed" email.
3. Under QC failed — replacement kits, click Issue replacement kit. A new free order appears in Fulfillment. Send it like any other kit.

Other screens to try

Knowledge Base

Who: Knowledge team · Where: Knowledge Base

This is the science library that reports quote from. Try searching, click Edit on an entry, or open Graph view.

Intelligence assistant

Who: Any team member · Where: Intelligence

Ask questions like "Which reports are waiting for review?" The assistant asks for your Approve before changing anything. It can never approve reports or send kits.

Status updates

Who: Operations · Where: Status

Use Open incident to tell customers something is wrong. It appears on status.orvana.health straight away. Always resolve your test incident afterwards.

Alerts

Who: Operations · Where: Alerts

A list of things that went wrong, such as a failed analysis or a rejected report, each with a link to the item.

Known small issues

• The Review screen mentions clinician@orvana.test. Ignore it; the test clinician is joel.balang+clinician@orvana.health.
• The Status admin page says status.orvana.test. The real page is status.orvana.health.
• The Paid orders number on the Dashboard home counts every paid order, including ones already sent.