Levey–Jennings charts explained Under the name, a Levey–Jennings chart is a Shewhart individuals chart on control material. Recognise that, and the industrial toolkit of zones, runs and trends applies directly.

A Levey–Jennings chart checks that your measurement procedure is still on target before you release patient results from the same run. The chart plots the measured value of a stable quality-control material, run after run, against a centre line at its established mean and horizontal lines at fixed multiples of its standard deviation. Mechanically, it is an individuals chart: one point per control measurement, with control limits drawn at standard-deviation intervals.

The chart is built from the control material’s own statistics

The centre line is the mean of the control material, established over a stable baseline period. The lines above and below sit at plus and minus one, two and three standard deviations of that same material.

Read a single control result against those bands. Close to the mean is expected. Out near ±2 SD is unusual but not rare. Beyond ±3 SD is a strong signal that the run has drifted.

Crucially, the mean and SD are the laboratory’s own figures for that material on that method, gathered over enough runs to be stable. Those figures are not the manufacturer’s insert values, which describe a different setting.

A Levey–Jennings chart: control results plotted run by run against a centre line and horizontal lines at plus and minus one, two, and three standard deviations, with one point beyond 3 SD and a run of points on one side of the mean flagged.
A control result plotted against SD bands around the material’s established mean. A single point beyond 3 SD is the obvious signal; a run to one side of the mean flags a shift while every point is still within the bands.

One chart per control level

A method rarely performs identically across its range. Quality control therefore uses more than one level of control material, typically two or three spanning the low, normal and high parts of the measuring interval. Each level is charted separately with its own mean and standard deviation.

A method can sit in control at a normal concentration while drifting near a clinical decision point. Only a chart established at that level will show it. Establish and revise each level’s limits independently. Read the levels together: a shift on one but not the others points to a different cause than a shift on all at once.

The same signals as any control chart

Because a Levey–Jennings chart is a Shewhart chart, the patterns that signal trouble are the ones any control chart shows. A single point beyond 3 SD is the most obvious signal, and also the last one to arrive.

The patterns inside the limits matter more, because they arrive earlier. Two of them have names worth knowing.

A shift is a run of consecutive results on one side of the centre line. The measurement level has moved to a new value and stayed there, which points to something that changed at a single moment: a new reagent lot, a recalibration, a maintenance visit. Six or seven consecutive points on one side is the usual trigger.

A trend is a sequence of results climbing or falling steadily. Here the level is moving continuously rather than in one step, which points to something degrading: a deteriorating reagent, an ageing calibration, a drifting incubator temperature. Six or seven points in the same direction is the usual trigger.

A third pattern has no standard name but is equally informative. Results scattered further towards the limits than usual, with the centre holding steady, mean imprecision has increased while the level has not moved.

The generic detection rules (WECO, Nelson, Montgomery) read exactly these patterns. Those rule sets apply to a control chart on QC material as readily as to one on a production line.

An individuals chart of single observations plotted over time against a centre line and control limits, with out-of-control points flagged — the same structure as a Levey–Jennings chart.
An individuals chart: one value per run against a centre line and control limits. A Levey–Jennings chart is this same structure applied to control material, with the limits set at SD intervals.

Where the limits come from matters most

The commonest way a Levey–Jennings chart goes wrong is in its limits. Set them too tight, from too few runs or from a period that happened to be unusually stable, and the chart rejects good runs and wastes reagent on repeats.

Set them from the manufacturer’s insert rather than your own performance and they describe a laboratory that is not yours. Establish the mean and SD over a representative baseline of at least twenty runs. Revisit them after any deliberate change to lot, calibration or instrument.

Downloads

Download the individuals chart example (.xlsx): single observations charted over time on an I-MR chart across two phases, the same structure as a Levey–Jennings chart, ready to open in the Analyse-it trial.

Common mistakes

Using insert values as the mean and SD. The chart must reflect your method’s own performance on the material, established locally, not the manufacturer’s figures.

Limits from too short a baseline. A handful of runs gives an unstable SD and limits that are too tight or too loose. Build the baseline over enough runs to settle.

Watching only for the 3 SD breach. Runs and trends within the bands are the early warning of a shift. Apply detection rules, not just the outer limit.

Never revising the limits. A new reagent lot or recalibration can move the mean. Re-establish the baseline after a deliberate change rather than charting against a stale one.

Chart your QC with Analyse-it

Analyse-it draws the chart and applies the rules to your own control data, inside Excel:

  • Individuals (I-MR) control charts, with limits from your own baseline or a standard you specify
  • WECO, Nelson and Montgomery detection rules, flagging runs and trends automatically
  • One chart per control level, which is how a Levey–Jennings chart is meant to be run

Every feature from all five editions for 15 days, with no sign-up and no licence key. Control charts are in the Quality Control & Improvement and Ultimate editions, from US$ 290 a year. Validated against published reference datasets and thousands of internal test cases. See reading out-of-control signals for the detection rules in full.