Roche Diagnostics' navify® POC Operations / cobas® infinity POC

Dual Code has partnered with Roche Diagnostics to integrate our learning environment with the navify® POC Operations (formerly cobas® infinity POC), which manages medical devices like the cobas® pulse and Accu-Chek® Inform II glucose-meter.

How the Integration Works

A common implementation for this solution is the integration of Dual Code's Workplace learning environment to navify® POC Operations for the purpose of activating Roche Diagnostics' cobas pulse or Accu-Chek Inform II glucose-meter.

• Registering users in programs and courses in Dual Code’s learning environment after the clinical manager has added them to navify® POC Operations

• Marking the user as certified in navify® POC Operations once they complete the course in the Workplace learning environment and they receive a learning record

• Activating the cobas pulse or Accu-Chek Inform II glucose-meter automatically

Before You Begin

Enabling the Service

This service uses Dual Code's LRX (Learning Record Exchange), which is a web services framework. This service is disabled on the platform by default and can only be enabled for Dual Code clients who are also under agreement with Roche Diagnostics. To enable this service, please contact Dual Code. Once Roche Diagnostics confirms that you are authorized to use this service, it will be enabled in the Dual Code learning environment.

Allowing Communication Between the Systems

This step is done by your organization's IT team. You will need to ensure that navify® POC Operations, which is hosted on premise within your organization, can communicate with the learning environment over secure FTP. This means you will need to allow communication over port 22 between navify® POC Operations and roche-sftp.dualcode.com.

Gathering your navify® POC Operations Settings

Before configuring your courses and programs in Dual Code's Workplace as per the Step-by-step Guide section found later in this document, you will need to obtain three settings from navify® POC Operations. These settings determine how long operators have to complete their initial certification, when they can begin recertification, and how long their certification remains valid.

The settings must be consistent between the two systems to ensure that training and certification requirements are properly aligned.

Important: These values may vary between organizations and devices. Before proceeding, contact your navify® POC Operations administrator to obtain the settings for each device you are configuring.

Write down these three values, as you will need to enter them in Workplace during the configuration steps that follow.

Dual Code does not have access to your organization's navify® POC Operations configuration and cannot retrieve or verify these values on your behalf. If you need assistance locating them, please contact your navify® POC Operations administrator or Roche Diagnostics.

Step-by-step Guide

The procedure below needs to be done in Dual Code Workplace by a System Administrator. While certain tasks can be delegated to other roles (e.g. adding learning activities), many of the steps in the procedure below can only be done by someone who has the role of System Administrator in the Dual Code learning environment.

Step 1: Adding or Identifying the "Roche ID"

navify® POC Operations identifies users in the learning environment using a field called the Roche ID. Both the field name and the value stored for each user in the learning environment must exactly match the information sent by navify® POC Operations. This information is case sensitive.

For example, if navify® POC Operations sends the field profile_field_rocheid, your learning environment must contain a custom user profile field with the short name rocheid. In addition, the value stored in that field for each user must exactly match the corresponding Roche ID value in the user's navify® POC Operations profile. That value is case sensitive.

If you are already tracking the Roche ID in the learning environment (e.g. via their username, or employee ID), you can skip the next steps and jump to the "Step 2: Adding a Course" section of this article. If you are not already tracking the "Roche ID" in the learning environment, you must add a custom user profile field.

1. Go to Site administration > Users > Accounts > User profile fields.

2. Select a field type from the drop down menu. (Generally, it would be a "Text input" field type.)

3. Configure the settings for the field.

   1. The shortname must match what navify® POC Operations is sending.

   2. The "Should the data be unique?" question must be set to "Yes".

4. Click the "Save changes" button.

Once this is done, you can populate the field for the users who will require an account on navify® POC Operations. This is generally done using a CSV file depending on the volume of users. As a reminder, the value is case sensitive, so if the Roche ID in navify® POC Operations is all UPPERCASE, then it must also be all UPPERCASE in the learning environment.

Step 2: Adding a Course

You need to add your Accu-Chek® Inform II course in the learning environment.

1. Go to Site Administration > Courses > Add a new course.

2. Fill out the form and make note of the “Course short name”. You will need it later when you set up the program.

3. Expand the "Certification and Expiration" section.

4. Set the “Expiration” field to “Expire the learning record after _________” and specify the time that the certificate is valid for, where _________ is usually 12 months. The value of _________ must match the “Valid (months)” setting on the “Certificates” screen for the corresponding device in navify® POC Operations.

5. Set the “Recertification” field to “Users can get recertified _________ days before their next due date”, where _________ is generally 60 or 90 days. The value of _________ must match the “Observation time for Certified (days)” setting on the “Certified” screen for the corresponding device in navify® POC Operations.

6. Click “Show more…” below the “Recertification” field.

7. Set “If the recertification is completed on time” to “Expire the learning record [calculated automatically] after the learner’s previous expiration date”. The period is calculated automatically by the learning environment; you do not need to enter a value.

8. Set “If the recertification is overdue” to “Expire the learning record [calculated automatically] after the learner completes the course”.

9. Click on the "Save and display" button at the bottom of the page.

navify® POC Operations will automatically enroll users in this course once properly integrated. Do not manually enroll users in the course.

Step 3: Adding Activities and Resources

Once the course is created, you may add the necessary activities and resources to the course. While you may include different types of activities, we recommend leveraging SCORM files, videos, lessons and/or quizzes. Note that while PDF and PowerPoint files will work fine when accessed from a personal computer, these files will not work when accessing the course from cobas pulse.

While you are still in the course:

1. Turn editing on (if it is not turned on already)

2. Click on the "Add an activity or resource" hyperlink 

3. Select the activity type you would like to add (e.g. SCORM)

4. Click on the Add button

Ensure the "Activity Completion" section at the bottom of each activity in your course is properly configured. The integration and activation of the cobas pulse and Accu-Chek device depends on the completion of the learning activities.

Step 4: Generating Learning Records

As per the note above, the integration with cobas pulse and Accu-Chek depends on the generation of learning records. You are therefore required to set the "Course Completion" criteria in the course itself.

While you are still in the course:

1. Go to Course Administration > Course Completion

2. Under “Condition: Activity Completion”, select the mandatory activities

3. Click on the “Save changes” button

Step 5: Sending the Learning Records to navify® POC Operations

The steps above will generate a learning record in the Dual Code learning environment. To ensure that the learning records are then sent to navify® POC Operations, you need to add an LRX destination to the course so that the learning environment knows where to send the learning records.

While you are still in the course:

1. Go to Course Administration > Learning record exchange

2. Click on the "Add" button

3. Select "navify® POC Operations" from the list of destinations.

4. Click on the "Add" button

From this point forward, learning records for this course will be sent to navify® POC Operations and the cobas pulse or Accu-Chek glucose-meter will be activated for the learner who completes the course.  Please note the following:

• There is a 5-20 minute delay between the time a user completes the course in the learning environment and their glucose-meter is activated.

• The following learning records will not be sent to navify® POC Operations:

  • Learning records that existed prior to you adding an LRX destination

  • Learning records that are uploaded in the learning environment using a CSV file

  • Learning records generated as part of a course equivalency application

Step 6: Adding a Program to Automate User Enrollments

When properly integrated, navify® POC Operations will automatically enroll users in the cobas pulse or Accu-Chek course once the clinical manager adds them to navify® POC Operations. This means that the clinical manager will not need to log in the learning environment to assign users to the course, users will not need to self-enrol in the course, nor will you need to define any sort of condition in the course or program related to course enrollments.

1. Go to Site Administration > Courses > Programs > Add/edit programs

2. Click the "Add a program" button

3. Enter the title for the program

4. Set the "ID Number" to match the "Course short name" of the course that you set up earlier. It's important that the program ID number and the course short name be identical.

5. Set the "Days to complete" to match the “Observation time for Pending (days)” in the “Pending” screen for the device in question in navify® POC Operations.

6. In the "Notifications" section, expand the "Show more..." section

7. Configure the "Send coming due notifications" notification so that it starts sending notifications at the same time as the navify® POC Operations.

   1. If the "Observation time for Certified (days)" in navify® POC Operations is 90 days, then you'll want "Send coming due notifications" to start 90 days before the due date.

8. Click on the "Save changes" button

9. Once on the “Courses” tab still in the program, select the cobas pulse or Accu-Chek course in question

10. Click on the “Save changes” button

Troubleshooting Issues & FAQs

Q. Are cobas infinity POC and navify® POC Operations the same?

A. While cobas infinity POC and navify® POC Operations are not technically the same, for the purpose of this knowledge base article, the terms are used interchangeably.

Q. How do learners get added to my program / course?

A. The navify® POC Operations will automatically add users to the program / course. This is fully automated. As such, you should not set rules to add users to programs, ask users to self-enrol in the course, nor should you manually add users to programs unless Roche Diagnostics identifies a problem. Note however that the user must exist in the learning environment and they must have an identifier that matches the Roche ID. The navify® POC Operations system, will not create users in the learning environment. It will only assign existing users (based on a matching Roche ID) to the program.

Q. How do I manage learners who are on leave or come back from a leave of absence?

A. The person in charge of managing navify® POC Operations is responsible for keeping its information up-to-date. This includes managing the status of the operators. If an operator is on leave, they should be deactivated in navify® POC Operations and re-activated if/when they come back. If they remain activated, navify® POC Operations will not know when to re-assign the user to the course in the learning environment.

If a user comes back from a leave of absence and they were never deactivated in navify® POC Operations, they will most likely not see the course on their dashboard. The person in charge of navify® POC Operations should be instructed to deactivate the user in navify® POC Operations (not in the learning environment), then wait 1 hour, and then re-activate the user in navify® POC Operations. By doing so, the course will be re-assigned to the user in question in the learning environment within an hour.

Q. Why do I not see learners being added to programs?

A. If learners are not being added to program, check to make sure that the user upload task meant to add users to programs is still being processed. Go to Site Administration > Users > Accounts > User uploads > View history. Look for a job queued by Roche (using the “Who queued” column) and make sure it successfully ran recently. If the job ran but the “Result” column reports an error, click on the “View results” icon in the “Actions” column next to the job in question.

If the error message is "cURL Error (22) : The requested URL returned error: 404 Not Found", it means that navify® POC Operations cannot communicate with the learning environment. The communication takes place over port 22. Please make sure that your organization's firewall allows outbound connections to the learning environment's SFTP server.

If another type of error occurred (e.g. the user ID did not match any user in the learning environment) and you fix this error in the learning environment after the fact, you also need to add the user to the program manually. Roche will not re-attempt to re-register a user in a program following a failure.

For example, let's say you have a user in the system called "John Smith" but the user is missing their unique Roche ID (or it doesn't match the identifier in navify® POC Operations). If you change the Roche ID in the learning environment, navify® POC Operations will not retry to add the user in the program. After changing the user's Roche ID in the learning environment, you'll need to manually add them to the program by following the "Manual Procedure / Override" steps outlined in Registering Users in Programs.

Q. Why do I not see learners being added to courses?

A. If learners are in programs but are not being added to courses, check the program and make sure that the course is in it (under the “Courses” tab). You should also make sure that users are being assigned the role of "Student" (under the “Configuration” tab, go to the “General” section and click on “Show more…”).

Q. Why do I not see "navify POC Operations" as an LRX recipient?

A. If you do not see "navify POC Operations" as an LRX recipient in the procedure above but you see "roche", you may select "roche". If you do not see either option, it's because the feature has not been enabled. Please contact Dual Code to enable this feature.

Q. How far ahead of their recertification should I ask users to redo the course?

A. Every implementation of navify® POC Operations is slightly different. Some allow the user to get recertified 30 days before the expiration of the learning record while for others, it can be 60 or even 90 days. The value must match the “Observation time for Certified (days)” setting on the “Certified” screen for the corresponding device in navify® POC Operations.

Q. What happens if I don’t set a recertification window and the learner completes their training too early?

A. If the learner completes their training too early because a recertification window in the course is not set, the learning environment will generate a learning record, but navify® POC Operations will reject this learning record. This means that a user may see a green checkmark in the learning environment but the glucose-meter will remain deactivated until the navify® POC Operations administrator intervenes in navify itself. That’s why it’s important to set a recertification window that matches the “Observation time for Certified (days)” in navify® POC Operations.

Should it be the case, you will need to void the latest learning record for the user in question in the learning environment, and ask them to complete the course again.

Q. What do I do if a learner completes the course, but the glucose-meter is not activated for them?

A. If the activation of the device does not work for ANY user, then you most likely have an integration issue. Please review the procedure above. If you cannot solve the issue, raise a ticket via Dual Code’s Help Desk. On the other hand, if the activation works for most users but fails for only a few issues, there could be numerous reasons why the glucose-meter is not active for them. We suggest you follow these steps to troubleshoot the problem:

• Does the user have their Roche ID in their user profile and does it match the Roche ID in navify® POC Operations? If the user does not have a valid Roche ID in their user profile, the learning record will be sent to navify® POC Operations, but navify will not recognize the user in question and therefore cannot activate the device.

• Does the user have a valid learning record? If the user does not have a valid learning record, he/she did not successfully complete the course.

• Is the user getting recertified and if so, did the recertification take place within the observation window as defined in navify® POC Operations?

Also, keep in mind that the certification may require the user to complete certain steps OUTSIDE of the learning environment. In other words, completing the training is not always the only requirement for the activation of the glucose-meter. For more information regarding other steps, please contact your navify® POC Operations administrator or Roche Diagnostics.

Q. The learning environment shows that a user has completed a course, but the completion is not reflected in navify® POC Operations. How can I verify whether the information was sent and what data was transmitted?

A. You can verify this using the Enhanced Log Search report.

1. Open the Enhanced Log Search report.

2. Search for the user in question.

3. Look for an event named “Learning record uploaded” under the “Roche integration” (local_roche) component.

4. If this event exists, it confirms that Dual Code Workplace transmitted the learning record to navify® POC Operations.

5. Click the event name to view the actual data transmitted. You can verify that the first name, last name, course name, exam date, exam result, operator ID, and other relevant information are accurate.

Note: The presence of this event confirms that Workplace sent the information, but does not necessarily mean that navify® POC Operations successfully processed or accepted it.

Below is an example of the information displayed when viewing the event details.

[
    [
        "firstname",
        "lastname",
        "coursename",
        "examdate",
        "examresult",
        "userid",
        "report_from"
    ],
    [
        "Mark",
        "Getzkaf",
        "33551529-ACI2-USER",
        "2026-10-27 09:50:13",
        1,
        "8204",
        "2026-10-27 09:51:12"
    ]
]

Q. Is the Roche ID case-sensitive?

A. Yes, the Roche ID is case-sensitive. It must therefore be entered in the learning environment using the exact same letter casing as it appears in navify® POC Operations.

Q. We upgraded our site from Roche's Academy Cloud to Dual Code's Workplace environment. Should everything work the same way?

A. Roche's Academy Cloud is a white-label version of Dual Code's Workplace learning environment, so the user experience and functionality are largely the same. However, the integration between navify® POC Operations and Academy Cloud differs slightly from the integration with Dual Code's Workplace.

In Academy Cloud, navify® POC Operations is responsible for creating, updating, and removing user accounts. In a Dual Code Workplace environment, however, user provisioning and deactivation are typically managed by the organization's HRIS, identity provider, or another authoritative system. As a result, the information exchanged between the systems differs.

For this reason, when migrating from Academy Cloud to a full Dual Code Workplace environment, Dual Code's Implementation Services team must be involved to ensure the integration is configured correctly and the transition is completed successfully.