| Primary Diagnostic Purpose |
What clinical or laboratory decision must the system support? |
Detection, qualitative identification, quantification, genotyping, mutation analysis, or antimicrobial-resistance testing. |
Define the intended use before comparing instruments. A system designed for pathogen detection may not be suitable for quantitative viral-load testing or broad mutation profiling. |
| Analyte and Target Type |
Which biological targets will be measured? |
DNA, RNA, microbial nucleic acids, human genetic variants, or multiple target classes in the same workflow. |
Confirm that the extraction chemistry, amplification method, detection channel, and software support the required target type, including RNA reverse transcription when applicable. |
| Specimen Types |
What sample matrices will be processed? |
Compatibility with specimens such as whole blood, plasma, serum, swabs, urine, saliva, tissue, cerebrospinal fluid, and respiratory samples. |
Check validated sample volume, transport medium, storage conditions, pretreatment requirements, and known inhibitors for each specimen type. |
| Testing Volume and Throughput |
How many samples must be processed per shift or per day? |
Batch size, continuous loading, number of analytical channels, automated sample handling, and scalability. |
Low-volume laboratories may prioritize flexibility and low dead volume, while high-volume laboratories generally need automation, larger batch capacity, and predictable workflow utilization. |
| Turnaround Time |
How quickly must a result be reported? |
Time from sample loading to result, including extraction, amplification, detection, review, and reporting. |
For urgent testing, evaluate the complete end-to-end workflow rather than only the instrument run time. Hands-on preparation and result verification can materially affect total turnaround time. |
| Analytical Performance |
Can the system reliably detect or measure the intended target? |
Limit of detection, analytical specificity, inclusivity, linear range, precision, reproducibility, and invalid-result rate. |
Review performance using the exact specimen types and target concentrations relevant to the intended use. Do not rely only on manufacturer-generated analytical data. |
| Multiplexing Requirements |
How many targets should be assessed in one reaction? |
Multi-target detection, internal controls, amplification channels, and software-based result interpretation. |
Multiplexing can reduce sample consumption and processing time, but each panel should be assessed for interference, cross-reactivity, target competition, and interpretive complexity. |
| Workflow Automation |
Which steps should be automated? |
Automated extraction, reagent dispensing, barcode tracking, plate setup, amplification, result analysis, and electronic reporting. |
Automation can reduce manual errors and hands-on time. Confirm whether the system supports the required level of walk-away operation and whether manual override procedures are available. |
| Contamination Control |
How will false-positive risk be controlled? |
Closed-cartridge processing, unidirectional workflow, separate pre- and post-amplification areas, aerosol-resistant consumables, and carryover prevention measures. |
For high-sensitivity amplification assays, select a workflow with strong physical and procedural separation of extraction, amplification, and product handling areas. |
| Quality Control |
How will run validity and assay quality be monitored? |
Internal controls, external controls, calibration procedures, lot tracking, trend analysis, and documented quality-control rules. |
Ensure that controls detect extraction failure, amplification inhibition, reagent problems, and instrument faults rather than only confirming signal generation. |
| Result Interpretation |
How are raw signals converted into reportable results? |
Automated thresholding, quantitative-cycle analysis, mutation calling, assay flags, invalid-result handling, and manual review options. |
Choose software that provides transparent rules, clear exception flags, audit trails, and appropriate review controls for borderline or inconclusive results. |
| Connectivity and Data Management |
How will results enter the laboratory information environment? |
Barcode support, user access control, audit trails, data export, laboratory information system connectivity, and electronic result transmission. |
Assess compatibility with existing information systems and verify data integrity, cybersecurity controls, backup procedures, and retention requirements. |
| Regulatory and Intended-Use Fit |
Is the system appropriate for the planned clinical or research use? |
Documented intended use, validated protocols, applicable quality-system documentation, and regionally relevant regulatory status. |
Confirm that the intended use, specimen types, patient population, and reporting claims match the applicable requirements in the operating jurisdiction. |
| Staffing and Training |
What level of technical expertise is available? |
Operator training requirements, maintenance procedures, troubleshooting support, and competency-assessment resources. |
Select a workflow that matches staff capability and laboratory coverage. A highly automated system still requires trained personnel for quality review and exception handling. |
| Total Cost of Ownership |
What is the full cost over the system life cycle? |
Instrument acquisition, reagents, extraction consumables, controls, calibration, maintenance, service, labor, waste disposal, and connectivity. |
Compare cost per reportable result, not only the purchase price. Include repeat testing, invalid results, downtime, consumable storage, and staff time. |
| Facility and Environmental Needs |
Can the laboratory support installation and routine operation? |
Benchtop space, electrical supply, temperature and humidity limits, network access, biosafety provisions, and waste handling. |
Complete a site assessment before purchase. Infrastructure limitations can affect installation time, uptime, workflow separation, and operating safety. |
| Scalability and Future Scope |
Will the system remain suitable as testing needs change? |
Expandable assay menu, additional modules, software updates, higher-throughput options, and support for new specimen types or targets. |
Document expected growth over the next several years and verify that expansion will not require disproportionate changes to space, staffing, validation, or data infrastructure. |