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Levey-Jennings Chart Maker with Westgard Rules

Paste a control's results, give its target mean and SD (or let the tool work them out), and get a Levey-Jennings chart with the mean and ±1, 2 and 3 SD lines. Every run is checked against the Westgard rules 1-2s, 1-3s, 2-2s, R-4s, 4-1s and 10x, with the rule and the reason shown on the chart and in the table. It prints on one sheet for the QC binder; to have software plot the charts instead, compare lab QC software.

Frosted-glass render of a control chart under a glass sheet beside a reagent bottle
A1
A Levey-Jennings chart under glass beside the control vials it tracks.

Bench sheet

  • Level 1 mean95.0 mg/dL
  • Level 1 SD2.50 (CV 2.6 %)
  • Level 1 2s limits90.0 to 100.0
  • Level 2 mean290.0 mg/dL
  • Level 2 SD6.00 (CV 2.1 %)
  • Level 2 2s limits278.0 to 302.0
  • Runs20
  • Warning only1
  • Rejected1
  • 1-2s used aswarning
Rules 1-3s/2-2s/R-4s/4-1s/10x as Westgard QC defines them; how each is applied is set out below the tool.

How to use it

  1. Pick one or two control levels. A quantitative test needs two control materials of different concentrations each day patients are tested (§ 493.1256(d)(3)), so most benches keep two charts per analyte. A lab on an individualized quality control plan follows its plan's frequency instead.
  2. Enter each level's target mean and SD: the values your lab established or verified for this lot. If you only have results, choose “Compute from results”. Westgard's chart lesson starts from a minimum of 20 measurements over at least 10 days.
  3. Paste the results oldest first, one run per line. A two-column copy from a spreadsheet works as it is.
  4. Choose when the rejection rules apply: on every run, or only after a 1-2s warning (the classic manual protocol). The table shows which runs the choice changes. The sigma metric calculator turns your method's bias and CV into a rule choice.
  5. Print the chart and table for the QC binder, or copy the run table as CSV for a spreadsheet.

Everything runs in this browser tab. Nothing you paste is sent to AssayDeck or stored.

What it calculates

Each result becomes an SD index: (result − mean) ÷ SD (the CV calculator sets a new lot's mean and SD). A glucose control with a mean of 95 mg/dL and an SD of 2.5 that reads 100 has an SD index of +2.00. It sits on the +2s line but does not exceed it, so no rule fires: every rule here counts results strictly beyond a limit. The chart draws the mean and the ±1s, ±2s and ±3s lines, and the rules read the SD indexes. These are the six rules as Westgard QC defines them:

Each Westgard rule, what fires it, how this tool applies it and the error it points to
RuleFires whenHow this tool applies itPoints to
1-2sOne result beyond the mean ± 2 SDEach result, within its run. A warning, never a rejection on its ownEither; a prompt to look
1-3sOne result beyond the mean ± 3 SDEach result, within its runRandom
2-2sTwo consecutive results beyond the same 2 SD limitBoth levels in one run; and each level across its last 2 runsSystematic
R-4sOne result above +2 SD and another below −2 SDWithin a run only, across the two levels. Never across runsRandom
4-1sFour consecutive results beyond the same 1 SD limitEach level across its last 4 runs; and both levels across the last 2 runsSystematic
10xTen consecutive results on one side of the meanEach level across its last 10 runs; and both levels across the last 5 runsSystematic

Westgard asks every QC program to state how it applies the rules within and across runs and control materials, because most software never says. This tool follows the protocol in Westgard's multirule interpretation lesson, with two more choices made explicit:

  • After a rejected run, the look-back starts again. Results from before the fix no longer describe the process, so the next run is judged on its own.
  • R-4s is a counting rule: one result above +2s and another below −2s. A pair at +2.6 and −1.8 SD is not an R-4s violation even though it spans 4.4 SD.

With one level, R-4s cannot fire (it needs two results in one run), and the other rules read that level across runs.

Worked example: every rule fires once

Westgard's lesson 18 walks two cholesterol controls (200 ± 4 and 250 ± 5 mg/dL) through a month and names the rule each bad run breaks. The results below are made up to reproduce that sequence, so each rejection rule fires exactly once, on the run the lesson names. The last column is this tool's own output on the same numbers. Press “Load the worked example” in the tool to plot it.

Worked example: twenty runs of two cholesterol controls, the flag Westgard reports and the flag this tool raises
RunLevel 1Level 2Lesson 18 reportsThis tool
1201248In controlNone Accept
2198253In controlNone Accept
32092612-2s Both levels above +2s in the same run2-2s Reject
42012391-2s Warning only; the run before was rejected, so no look-back1-2s Warning
5203251In controlNone Accept
6197247In controlNone Accept
71992661-3s Level 2 above +3s1-3s Reject
8200252In controlNone Accept
92022381-2s Warning only1-2s Warning
101982392-2s Level 2 below −2s in runs 9 and 102-2s Reject
112052611-2s Warning only1-2s Warning
122062574-1s Four results above +1s across runs 11–12; no 1-2s in run 124-1s Reject (classic: accept)
13201249In controlNone Accept
14191262R-4s Level 2 above +2s, level 1 below −2sR-4s Reject
15199252In controlNone Accept
16198247In controlNone Accept
17197244In controlNone Accept
18199246In controlNone Accept
19195248In controlNone Accept
2019124310x Ten results below the mean across runs 16–2010x Reject

Run 12 is the one to study. Four results in a row sit above +1s, but no result passes 2s. Under the classic protocol nothing triggers a look, so the run is accepted; with every rule applied to every run, 4-1s rejects it. Lesson 18 notes the same split: a computer checking every run would flag it.

A second check uses Westgard's own numbers. The 28 days of Control 1 in the Levey-Jennings chart lesson (mean 200, SD 4) give 3s limits of 188 and 212 and 2s limits of 192 and 208, as the lesson states. Day 5 (186) breaks 1-3s; days 8, 11, 17, 25 and 27 exceed 2s. Run with every rule, the same data also break 10x on day 27: days 18 to 27 all read below 200.

When a run is rejected

The rule that fired points at the kind of error. 1-3s and R-4s usually mean random error: the method's scatter has grown. 2-2s, 4-1s and 10x usually mean systematic error: the whole method has moved, as a calibration problem moves it. Lesson 18's protocol is to find the cause with the instrument's troubleshooting guide, correct it, rerun the controls, then repeat or verify the patient samples once the method is back in control. CLIA already makes you rerun controls after a complete change of reagents, major preventive maintenance or a critical part replaced (§ 493.1256(d)(6)): those are the first places to look. The same events can also call for calibration verification, which the calibration verification calculator checks.

Caution
Rerunning the control until it lands inside 2s is not a fix. If it is out a second time, the rule you are really using is 2-2s, and a run you accept on the rerun may still carry the error.

Takeaway

Each rule, the error behind it and the first things to check are in Westgard rules explained.

What 42 CFR 493 says

CLIA does not name the Westgard rules or require a Levey-Jennings chart. It requires the parts a chart is built from: a mean and SD “for each batch and lot number” of quantitative control (§ 493.1256(d)(10)(i)); control results that meet the lab's criteria for acceptability “before reporting patient test results” (§ 493.1256(f)); and a record of every control procedure (§ 493.1256(g)). The rules you choose are those criteria, so write them into the procedure. The control records are what a surveyor reads at a CLIA inspection, and a missing one is the kind of gap cited on a Form CMS-2567 statement of deficiencies.

An assayed control's stated value may be used only if it fits your method and instrument “and is verified by the laboratory” (§ 493.1256(d)(10)(ii)). For an unassayed control, the lab establishes the mean and SD over time ((d)(10)(iii)). A QC peer comparison program shows how those figures sit against other labs'.

The rule itself (§ 493.1282(b)(2)): “All patient test results obtained in the unacceptable test run and since the last acceptable test run must be evaluated to determine if patient test results have been adversely affected.”

Takeaway

A rejected run is a documented corrective action under § 493.1282, including the look-back at every patient result since the last good run. The rest of Part 493 is mapped in CLIA regulations explained.

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