Review batch quality, evidence, and release records

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

1. Confirm identity and status. Match the batch number, formula, run type, and production date to the physical batch label and Formuley record.
2. Review quantities. Compare planned charges with actual charged amounts, actual yield, units made, overage, and fill or density information where those controls are used.
3. 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.
4. 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

1. Open Quality Checks. Add a structured check on the batch detail page when another result is required after the Making Mode Quality Check step.
2. Choose the check type and result. Record the measured value or pass/fail result, the specification or acceptance range when supplied, and explanatory notes.
3. Investigate failures before release. A failed check is evidence for review, not an automatic authorization to ship.
4. Use the release workflow. Resolve required checks, holds, or deviations and record the accountable release decision separately.

Review Making Mode evidence

1. Open Batch Evidence. Photos and voice notes shown here were captured in Making Mode and remain linked to their production step.
2. Check context. Confirm the step label, capture time, and media content match the event being documented.
3. 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

1. Open cure tracking for soap. Use /batches/[id]/cure to start the cure period, record dated observations, monitor the cure window, and add the available release test result.
2. Review stability or retained-sample work separately. Link the relevant study or sample record when your quality plan requires observation beyond the production batch.
3. 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

1. Open the GMP record list. Go to /gmp/bpr and choose an already-saved Batch Production Record for the intended Production run.
2. Confirm source readiness. The source batch should be Production and its raw materials GMP-ready; Bench and Pilot runs are outside this document flow.
3. Review the saved record. Confirm the formula, charges, lots, instructions, quality information, and signatures or approvals required by your process.
4. 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