Writing Laboratory Technical Reports
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Overview This unit covers the competences you need to write technical reports, in
accordance with approved procedures and practices. You will be required toestablish the scope and purpose of the technical reports in accordance with
established practices and principles. This includes seeking authority and terms
of reference from a senior scientist/project leader for the work undertaken. You
will be required to work to the relevant standard operating procedures,
legislation and organisational policy, and to follow Good Laboratory Practice
(GLP) and/or Good Clinical Practice (GCP)/Good Manufacturing Practice
(GMP). You will be required to present your technical report to the appropriate
people.
Your responsibilities will require you to comply with organisational policy andprocedures for ensuring the successful writing of reports, and to communicate
any problems that you cannot personally resolve to the relevant authority. You
will be expected to work unsupervised, either on your own or as part of a team,
which you may lead or direct, taking full responsibility for your actions and,
possibly, for the work of colleagues or subordinates.
Your underpinning knowledge will provide a good understanding of general and
discipline-specific laboratory principles and processes, and you will also be fully
conversant with organisational procedures and systems. You will understand
research planning principles and process, data analysis methods and
evaluation methods, which will enable you to follow technical report writing
principles and systems, whilst ensuring compliance with your company
organisational procedures and systems. You will also be conversant with
organisational specifications, details and formats, and resource management
principles, in sufficient depth to enable you to carry out the report writing
activities to the required standard.
You will be fully aware of any health, safety and environmental requirements,
and the appropriate legislative and regulatory frameworks, applicable to your
area of responsibility. You will be required to ensure that safe working practices
are maintained throughout, and will understand the responsibility you owe to
yourself and others in the workplace.
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Performancecriteria
You must be able to: P1 ensure that your work is carried out in accordance with standard
operating procedures
P2 wear the appropriate personal protection equipment (PPE) when working
in the laboratory environment
P3 work safely at all times, complying with health and safety and other
relevant regulations and guidelines
P4 establish the scope and purpose of the report to be delivered
P5 determine quality and delivery issues, and the resources needed to
deliver the report
P6 present the report data and content in an appropriate format and
structure for the reader(s)P7 implement quality checks according to the company SOPs and policies
P8 include all information that is relevant and sufficient to meet scientific and
technical, GLP and other quality
P9 ensure that any expert/practitioner reports which are to be added are
reviewed for quality, and provide feedback to the author(s) on your
observations/recommendations
P10 obtain feedback on your early draft to ensure that the final report meets
the stated purpose
P11 follow the relevant procedures for authorisation from the appropriate
people and for release of the reportP12 ensure that the report is completed and issued within the agreed time
limits
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Knowledge andunderstanding
You need to know and
understand:
Sector specific
K1 the health and safety requirements of the area in which you are carrying
out the laboratory activities
K2 the implications of not taking account of legislation, regulations,
standards and guidelines when conducting laboratory activities
K3 the standard operating procedures, as set down in local laboratory
operating manuals
K4 the principles of Good Laboratory Practice (GLP) and/or Good Clinical
Practice (GCP)/Good Manufacturing Practice (GMP) applied in the
workplace
You need to know and
understand:
Organisation specific
K5 the purpose or speciality of the department in which you are employed,
and how it fits into the other specialities of the larger organisation
K6 the interactions which take place between the department and other
specialities in the same organisation
K7 the interactions which take place between the speciality in which you are
employed and others in the relevant specialities outside the organisation
K8 how your work activities affect others within the department, organisation
and the community
K9 the lines of communication and responsibilities in your department, andtheir links with the rest of the organisation
K10 the limits of your own authority and to whom you should report if you
have problems that you cannot resolve
K11 your organisation’s requirements for recording and archiving reports, and
the use of a unique identifying code
You need to know and
understand:
Equipment/Process specific
K12 the legal responsibilities for health and safety issues relevant to technical
reportsK13 the requirements of any external regulatory bodies, where they are
appropriate to the reports
K14 the legal consequences of breaches of quality procedures
K15 the systems used to ensure quality of reports within the organisation
K16 the methods used to monitor these quality systems
K17 the standards and standard operating procedures appropriate to the
writing and publishing of reports
K18 how to establish the scope of the technical report
K19 how to establish the purpose of the technical report
K20 how to access appropriate information
K21 how to assess the quality and completeness of the data/information
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K22 the range of methods used to present the data in reports
K23 how to structure the report logically, clearly and concisely
K24 the appropriate format and ‘house style’ of the report
K25 the structure for a good laboratory report (eg, report title,
laboratory/location, purpose, procedure, data collection, calculations,
uncertainty/error analysis, final results, discussion, conclusion and
references)
K26 how to evaluate the information, draw logical conclusions and make
subsequent recommendations from your evaluation of the information
K27 to whom to distribute the report, and the appropriate communication
channels
K28 the authorisation required before the reports can be released for issue
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Additional InformationScope/range
related toperformancecriteria
You must be able to:
1 write technical reports for both of the following situations:
1.1 internal consumption
1.2 external consumption
2 publish technical reports in both of the following formats:
2.1 draft form
2.2 final version
3 write technical reports that include eight of the following:
3.1 report title
3.2 laboratory and location
3.3 purpose of laboratory work
3.4 procedures and SOPs followed
3.5 data collected from laboratory work
3.6 calculations done
3.7 uncertainty/error analysis
3.8 final results from laboratory work
3.9 discussion on results conclusion
3.10 references used in the report
3.11 summary
4 record details of the work done, and communicate the details to the
appropriate people, using both:
4.1 verbal report
4.2 laboratory notebook
Plus one method from the following:4.3 written or typed report (e.g. laboratory notebook)
4.4 specific company documentation
4.5 computer-based record
4.6 electronic mail
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Developed by SEMTA
Version number 1
Date approved January 2009
Indicative reviewdate
December 2014
Validity Current
Status Original
Originatingorganisation
SEMTA
Original URN O45NLAB4-06
Relevantoccupations
Associate professionals and technical oc; science and mathematics; science;
science and engineering technicians
Suite Laboratory science suite 4 2009
Key words laboratory; workplace; reports; writing; technical