On this page
An undeducted batch shows planned material amounts in traceability. Selecting a lot or logging a Bench run does not prove consumption: a consumed-lot chain and consumption events require committed inventory deduction. Batch and lot calendar dates retain their recorded day; event timestamps use your local time.
Release traceability checks recognize committed allocations across multiple lots, including automatic FIFO allocations. If required evidence cannot be read or reconciled, readiness remains blocked. A legacy lot reference is used only when the system has confirmed there are no canonical allocations. Traceability does not replace required quality checks or approval.
The reporting overview counts completed batches by their recorded batch date, matching the Production Report. Their output totals include completed batches; planned and failed rows remain available for review with their recorded costs. The Production Report labels actual and planned yield units and converts compatible units for variance using the batch’s pinned formula version. Missing plan, unit provenance, yield measurements or quality ratings remain unavailable; an unmeasured average is Not recorded. A measured zero yield is retained.
Batch genealogy exports include planned quantities and inventory-deduction status. When one material charge uses several lots, Qty Used records each lot's own quantity; the line's planned quantity appears once, so split lots do not multiply the total.
What you will accomplish
You will use /batches/[id] as the review point for a saved run. You will confirm the charge and cost record, add or review structured quality checks, inspect evidence captured in Making Mode, open traceability and cure workflows, and choose a specific GMP record when one is required.
Before you start
Open the intended batch and confirm its batch number, formula, run type, status, scale, production date, expected and actual yield, and units made. Cost totals and some reporting controls require Pro access. Photos, voice notes, and document storage require Business access. GMP production records require Lab access.
Do not treat one screen or file as an automatic release decision. The batch detail page brings evidence together; your quality and release workflow determines whether the batch may proceed.
Review the operating record
- Confirm identity and status. Match the batch number, formula, run type, and production date to the physical batch label and Formuley record.
- Review quantities. Compare planned charges with actual charged amounts, actual yield, units made, overage, and fill or density information where those controls are used.
- Review cost signals. Confirm the total and per-unit cost visible to your plan. Treat missing material costs or missing actual charges as incomplete inputs.
- Review traceability. Check the material and selected-lot snapshot, then open
/reports/traceability/batch?batch=[id]for the full batch traceability report.
Record and review quality checks
- Open Quality Checks. Add a structured check on the batch detail page when another result is required after the Making Mode Quality Check step.
- Choose the check type and result. Record the measured value or pass/fail result, the specification or acceptance range when supplied, and explanatory notes.
- Investigate failures before release. A failed check is evidence for review, not an automatic authorization to ship.
- Use Release readiness. Review the decision and next action, then expand Review release record for the checklist, evidence, deviations, and timeline. Resolve required checks, holds, or deviations and record the accountable release decision separately.
Review completion and final notes
Final batch notes records the latest deliberate Making Mode completion review separately from the original planning notes. Review completion opens the saved decision without changing inventory. Save only after checking actual charges and whether stock is already deducted; partly deducted inventory is not a complete deduction. Completed status alone does not establish approved quality, released stock, measured yield or sellable finished goods. Batches with saved completion history are retained.
Review Making Mode evidence
- Open Batch Evidence. Photos and voice notes shown here were captured in Making Mode and remain linked to their production step.
- Check context. Confirm the step label, capture time, and media content match the event being documented.
- Keep evidence supplemental. Media can support an investigation or training review, but it does not replace a structured quality check, deviation, or QA approval.
Photo capture is not available from the batch detail page. It is only offered during eligible weighing and Quality Check steps in Making Mode, and media storage requires Business and above.
Continue product-specific follow-up
- Open cure tracking for soap. Use
/batches/[id]/cureto start the cure period, record dated observations, monitor the cure window, and add the available release test result. - Review stability or retained-sample work separately. Link the relevant study or sample record when your quality plan requires observation beyond the production batch.
- Confirm release readiness. Return to the batch release workflow after required quality, cure, deviation, and evidence review is complete.
Review an existing GMP production record
- Open the GMP record list. Go to
/gmp/bprand choose an already-saved Batch Production Record for the intended Production run. - Confirm source readiness. The source batch should be Production and its raw materials GMP-ready; Bench and Pilot runs are outside this document flow.
- Review the saved record. Confirm the formula, charges, lots, instructions, quality information, and signatures or approvals required by your process.
- Download the named output. A Lab plan can generate the Manufacturer-Ready PDF from the saved Batch Production Record.
Creating a new BPR from the GMP record list is not available yet. Review an already-saved Batch Production Record in Formuley, and use your lab's approved document process for any new production record.
The standard batch detail page does not offer one universal download for every batch. Use the full traceability report for lot genealogy and the GMP Batch Production Record for the named manufacturing document.
Check your work
- Batch identity, formula, run type, dates, yields, units, and status are correct.
- Actual charges and selected lots support the traceability record.
- Quality Checks contain the measured results and notes needed for review.
- Business media appears only when it was captured in Making Mode.
- Soap cure status and observations are current when cure tracking applies.
- Any Batch Production Record belongs to a Production batch with GMP-ready materials.
- The release decision is supported by the required records rather than by supplemental media alone.
If something does not look right
- If Batch Evidence is empty, confirm the operator saved media during Making Mode and that Business document access is available.
- If the full traceability report is unavailable, confirm the account has Pro reporting access and that lots or charge records exist.
- If a quality check is missing, save it from Making Mode or add it in the batch's Quality Checks section.
- If cure controls are absent, confirm the linked formula is a soap formula.
- If Create BPR does not open, use your lab's approved controlled-document process and contact support for current workflow guidance.
Next steps
- Return to Making Mode before completion
- Review batch creation and inventory rules
- Open the batch traceability report
Material usage uses a saved supplier lot number when available, or the saved internal lot number. An unavailable or inaccessible label remains unavailable; it does not remove otherwise verified consumption quantities. Opening-stock conversion does not establish an unknown original supplier receipt date.
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