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EQC guide · Internal QC

Internal quality control

Internal QC decides, run by run, whether results may leave the laboratory
Internal QC decides, run by run, whether results may leave the laboratoryEQC guide · Internal QC

Internal quality control (IQC) decides, run by run, whether patient results may leave the laboratory. Done well, it catches the errors that matter and stays quiet otherwise. Done by habit, it raises false alarms every day and still lets real errors through. This page covers what ISO 15189:2022 requires, how control rules and limits work, and what to do when a control fails.

What does internal QC have to achieve?

Two things at once: detect analytical errors large enough to harm a patient, and reject as few good runs as possible. Every QC design is a trade-off between error detection and false rejection, and the right balance differs from test to test. ISO 15189:2022 (clause 7.3.7.2) sets the frame. In summary, a laboratory has to:

  • use control material that behaves as closely as possible like patient samples, at concentrations near clinical decision limits;
  • set the QC frequency from the stability of the method and the risk of harm to the patient;
  • consider independent third-party control material, instead of or in addition to the manufacturer’s controls;
  • stop the release of patient results when QC fails and evaluate the results reported since the last acceptable QC;
  • review QC data at defined intervals to find trends before they become failures.

Detect real errors

Rules sensitive enough to catch an error that would change a clinical decision.

Avoid false alarms

Rules calm enough that staff trust every alarm instead of repeating controls.

How well do laboratories run internal QC today?

The most recent large picture comes from the 2025 Great Global QC Survey by Westgard QC, answered by more than 1,280 laboratories. The results show progress in some habits and a clear rise in daily QC alarms. They describe the laboratories that chose to take part, not the market as a whole.

Survey result (global)20212025
Out of control every day or several times a dayabout 23 %33 %
Simply repeat the control when it fails68 %75 %
Apply 2 SD limits to every test59 %52 %
Use Westgard multirules86 %83 %
Calculate limits from their own mean and SD58 %70 %
Use the manufacturer’s ranges56 %46 %
Use third-party liquid assayed controls43 %49 %
Release patient results despite a failed run10 %6.9 %
Took no action at all on QC cost64 %54 %

Source: Westgard QC, 2025 Great Global QC Survey. Survey results of self-selected respondents (USA 440, Asia 289, Middle East 146, Europe 143, Africa 118, Latin America 114), not market statistics. Central Asia and the Caucasus are not reported separately.

Internal QC habits, 2021 and 2025

Share of responding laboratories

20212025
Out of control every day
about 23 %
33 %
Repeat a failed control
68 %
75 %
2 SD limits on every test
59 %
52 %
Limits from own mean and SD
58 %
70 %
Third-party liquid assayed controls
43 %
49 %
Release results despite failed QC
10 %
6.9 %

Source: Westgard QC, 2025 Great Global QC Survey. Survey results of self-selected respondents (1,280+ laboratories in 2025), not market statistics; Central Asia is not reported separately.

What do the regional results show?

37 %

Europe (143 laboratories): out of control every day, up from 27 % in 2021, although 76 % of the respondents are accredited to ISO 15189.

10 %

Asia (289 laboratories, India to Australia): still release results when QC is out of control; use of lyophilised third-party controls rose from 35 % to 52 %.

24 %

Middle East (146 laboratories): out of control every day, nearly double the 13 % of 2021.

Sources: Westgard QC, 2025 Great Global QC Survey — Europe, Asia, Middle East. No separate figures exist for Central Asia; the regional groups above are the closest reference points.

Does the size of the laboratory matter?

Yes, but not in the expected direction. In the same survey, 56 % of very large laboratories reported being out of control every day, against 16 % of small ones. More tests and more control measurements per day multiply the false rejections of badly chosen rules (Westgard QC, 2025 Great Global QC Survey, laboratories big and small).

Why do 2 SD limits cause so many false alarms?

Because a stable method still produces a control value outside ±2 SD about once in twenty measurements. Used as a rejection rule, 1-2s therefore rejects good runs by chance alone, and the rate grows with every additional control measured in the run. The figures below are plain statistics for a method without any error:

Control measurements per runExpected false rejections with a 1-2s rule
1≈ 5 %
2≈ 9 %
3≈ 13 %
4≈ 17 %

Expected false rejections of a 1-2s rule

Stable method, no analytical error — bar length relative to 25 %

false rejections per run
1 control measurement per run
≈ 5 %
2 control measurements per run
≈ 9 %
3 control measurements per run
≈ 13 %
4 control measurements per run
≈ 17 %

A laboratory with 40 tests and two controls each meets several such alarms a day. Staff learn that most alarms mean nothing, start repeating controls until they pass, and the one alarm that is real goes unnoticed. That is the mechanism behind the survey figures above. The background is explained in our article Why your lab is “out of control” every day.

Which control rules detect which errors?

Multirule QC combines several rules so that each looks for a different kind of error while the false-rejection rate stays low. The common rules, named after the number of results and the limit they use:

RuleTriggers whenPoints to
1‑2sone result beyond ±2 SDwarning only, inspect the other rules
1‑3sone result beyond ±3 SDrandom error
2‑2stwo results beyond the same 2 SD limit (two levels in one run, or one level in two runs)systematic error
R‑4sthe difference between two results in one run exceeds 4 SDrandom error
4‑1sfour consecutive results beyond the same 1 SD limitsystematic error (shift)
10xten consecutive results on the same side of the meansystematic error (drift)

What the rules see on a Levey-Jennings chart

Illustrative control results of one level over 20 runs; red points violate a rule

Levey-Jennings chart with a shift (4-1s), a 2-2s and a 1-3s violation+3 SD+2 SD+1 SDMean−1 SD−2 SD−3 SDRun 1: +0.3 SDRun 2: -0.6 SDRun 3: +0.9 SDRun 4: -1.2 SDRun 5: +0.4 SDRun 6: +1.1 SDRun 7: -0.2 SDRun 8: -0.9 SDRun 9: +0.6 SDRun 10: +0.1 SDRun 11: +1.3 SDRun 12: +1.5 SDRun 13: +1.2 SDRun 14: +1.7 SD — 4-1s rule violated4-1sRun 15: +2.3 SDRun 16: +2.4 SD — 2-2s rule violated2-2sRun 17: +0.8 SDRun 18: +3.3 SD — 1-3s rule violated1-3sRun 19: -0.4 SDRun 20: +0.2 SDRun 1Run 5Run 10Run 15Run 20shift

The type of error matters for troubleshooting: random errors point to pipetting, bubbles, sample or reagent handling; systematic errors point to calibration, reagent or calibrator lots, and instrument components.

How do you choose rules with sigma metrics?

By measuring how good each method is against the quality the test needs. The sigma metric combines three numbers: the allowable total error (TEa), the bias and the imprecision (CV), all in percent: sigma = (TEa − |bias|) / CV. The higher the sigma, the less QC a test needs.

Example with illustrative values: a test with an allowable error of 10 %, a bias of 2 % and a CV of 1.5 % reaches (10 − 2) / 1.5 ≈ 5.3 sigma. The same test with a CV of 3 % reaches only 2.7 sigma and needs far more control effort, or a better method.

SigmaTypical QC design
6 or morea single rule with wide limits (1-3s), two controls per run
5 to 61-3s / 2-2s / R-4s, two controls per run
4 to 5full multirule including 4-1s, four control measurements (for example two levels in two runs)
below 4maximum QC, more frequent runs, and a review of the method itself

Which QC design fits which sigma?

The higher the sigma, the less QC a test needs

Sigma scale with QC design per bandSigma below 4: maximum QC|more runsσ below 4maximum QCmore runsSigma 4–5: full multirule|N = 4σ 4–5full multiruleN = 4Sigma 5–6: 1-3s · 2-2s · R-4s|N = 2σ 5–61-3s · 2-2s · R-4sN = 2Sigma 6 and more: 1-3s|N = 2σ 6 and more1-3sN = 22345678Example: (10 − 2) / 1.5 ≈ 5.3 σSigma metric →

Rule selection by sigma follows the approach published by Westgard QC; the table is a simplified summary. Sources for TEa: the US CLIA acceptance limits (42 CFR 493, subpart I, for glucose ±8 % or ±6 mg/dL), specifications from biological variation (EFLM database) and national rules such as the German RiliBÄK. Bias comes from EQA or reference material, CV from your own internal QC data.

Which control limits should a laboratory use?

Limits calculated from the laboratory’s own data, not the manufacturer’s range on the package insert. Manufacturer ranges have to fit every laboratory using the product and are therefore wide; with them, real shifts stay inside the limits.

  • Establish the mean from at least 20 measurements on different days, then confirm it as more data come in.
  • Use a realistic SD: a cumulative SD over several months reflects calibrations and reagent lots; an SD from a single week is too narrow.
  • Overlap new lots of control material with the old lot before switching, and set the new mean from that overlap.
  • Review limits after recalibration, reagent-lot changes and maintenance that may shift the method.

The trend is moving in this direction: 70 % of the laboratories in the 2025 survey calculate limits from their own mean and SD, up from 58 % in 2021 (Westgard QC, 2025 Great Global QC Survey).

Third-party or manufacturer controls?

Manufacturer controls are optimised for one analyser and reagent system. That makes them convenient, but they can move together with a calibration shift and hide it. Independent third-party controls are not matched to one system, so they show such shifts, and one control can serve several analysers, which supports consolidation.

  • Assayed or unassayed: assayed controls come with target ranges per method; unassayed controls are cheaper but need your own target from the start.
  • Liquid or lyophilised: liquid controls avoid reconstitution errors; lyophilised controls are more stable in transport, which matters for long supply routes.
  • Matrix: human-based matrices behave more like patient samples than animal-based ones, especially for immunoassays.
  • Levels: at least two concentrations, placed near the medical decision limits of the test.

49 % of the 2025 survey respondents use third-party liquid assayed controls (2021: 43 %), and 20 % have consolidated their controls (Westgard QC, 2025 Great Global QC Survey). More in Third-party vs manufacturer controls; control and calibration material is part of our catalogue.

What should happen when a control fails?

A failed run is a fixed sequence of decisions, not a repeat button. The order below keeps both the patient and the method in view:

  1. Hold the run: no patient result of the affected test is released.
  2. Identify the rule that failed and whether it points to random or systematic error.
  3. Look for the cause: control handling and stability, reagent and calibrator lots, the last calibration, maintenance, the instrument log.
  4. Correct the cause, then run new controls; repeating the same control without a correction only tests luck.
  5. Assess the patient results reported since the last acceptable run, re-test where needed and inform the clinicians if results were wrong.
  6. Document the event, the cause and the action; repeated events become a corrective action (CAPA).

In the 2025 survey, 75 % of the laboratories reported that their first reaction to a failed control is to repeat it (Westgard QC, 2025 Great Global QC Survey).

How does internal QC connect to EQA?

Internal QC shows whether a run is stable compared with the laboratory’s own history; external quality assessment shows whether the results are right compared with everyone else. A calibration bias passes internal QC unnoticed as long as the limits move with it, and only EQA reveals it. Read EQA results together with the internal QC data of the same period, as described in Evaluating EQA results, and use the bias from EQA in the sigma calculation above.

Further reading

Sources


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