Documentation
Quality control: tests, COA and CAPA
For the chemist or QC officer. QC is an optional department, so first make sure it is switched on.
Switch QC on
In Workspace Modules, switch on Quality Control. From now on, finished batches wait in QC before they reach packing. Give your chemist the QC role in the team list.
Log a lab test
- Open Quality Control (QC) and choose New QC Lab Test.
- Pick the test type: incoming raw material, production batch, finished goods or internal audit.
- Pick the product or material and batch.
- Enter the parameter, the limit you are testing against, the observed result and your remarks.
- Save the test.
Pass, fail or hold
- Pass (approved): the batch is released to packing, and the packing team is notified.
- Fail (rejected): write the reason. You can attach a photo or PDF of the report (JPG, PNG, WebP or PDF up to 3 MB). The batch is marked failed and production can reproduce it.
- Quarantine (hold): keeps the batch visible while you decide.
Certificate of Analysis
Open a passed test and choose Print Certificate (or the COA PDF option) to produce the certificate for that batch.
Customer complaints
Choose Log Customer Complaint. Enter the customer, product and batch, the issue description and its severity (low, medium or critical). Update the status as you investigate.
CAPA records
Use Create CAPA Record to track root cause analysis, the corrective and preventive action, the owner and a target date. Move it to closed once it is verified.
Common mistakes
- Passing a batch before the result is entered. Record the result first so the report is complete.
- Using Quarantine as a permanent state. It is a pause, so make the decision.