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Step-by-step guide

Review launch readiness and evidence

Read stage status, resolve missing evidence, and keep release decisions tied to their verified sources.

Last updated
Updated October 9, 2026
Reading time
4 min read
For
Founder, Formulator, Product manager, QA reviewer, Lab team
Feature access
All plans
On this page

What you will accomplish

Review one product’s readiness, understand what is complete or blocked, connect missing evidence, and leave formal release decisions with the authorized reviewers.

Before you start

  • Open /product-launch and choose the intended launch file.
  • Confirm the product name, target market, owner, formula, and connected development record.
  • Gather the latest packaging, claims, testing, compliance, label, batch, finished-goods, and post-market records that apply.

Read the stage status

The stage navigator shows Next, Complete, Blocked, and Review where applicable. The selected open area is Viewing; other unfinished areas remain open. Open any stage to see its evidence and next action. Readiness is calculated per launch file; it is not a combined approval across products.

Use Needs attention for the highest-priority open gap. Use the portfolio filters to narrow the list by readiness, owner, connected record, missing evidence, market, client or program, or integration.

Connect and verify evidence

  1. Open the relevant stage.
  2. Connect the existing Formuley record that contains the current information.
  3. Use manual evidence or an external source only when the interface supports that evidence type and the source can be verified.
  4. Review dates, owners, target market, status, and linked files before treating a stage as complete.
  5. Revisit downstream stages when a pinned source changes after review or approval.

Ask Formuley can summarize connected evidence and suggest a next action. It does not verify a supplier document, test result, label, batch, claim, or release decision.

The Formula area opens the linked formula. Compliance, Labels, and Log a batch carry that formula into the connected tool; Labels also retains this launch product. If no formula is linked, connect one in the Formula area first. A formula in another authorized Business workspace offers a workspace switch before compliance runs, so saved checks stay with the correct workspace.

Formula totals are checked from the ingredient percentages saved in the selected immutable version, using the same balance tolerance and Q.S. rules as the formula editor. A current draft that totals 100% does not replace a saved version. Missing or invalid version percentages still need correction, and balanced totals do not replace controlled approval.

Workflow records save in the selected area. If a save is rejected, its form shows the error so you can correct the entry. A saved record can still require review before it completes a stage.

Finished lots and stock receipts come from authorized batch release. In Launch, use Review batch release to open a linked batch, or log one first. A completed bench run does not create released inventory.

Keep approval boundaries clear

A readiness score summarizes the information currently connected to the launch. Client approval does not replace QA or regulatory review. A completed stage does not automatically authorize manufacturing, market release, or a claim. Formal approvals still require the right plan, role, identity check, and evidence.

Check your work

  • Every complete stage has current evidence for the correct product and market.
  • Blocked and review states have an owner and a clear next action.
  • Changes to connected records have been reviewed in every affected later stage.
  • Manual or external evidence identifies the real source and date.
  • No readiness score or AI summary has been used as the final release decision.
  • Post-market issues remain connected to the released product and affected records.

If something does not look right

  • If a stage stays blocked, open it and review the specific missing or changed source instead of relying on the portfolio summary.
  • If the readiness score appears wrong, confirm evidence is connected to this launch file and not only stored elsewhere in the account.
  • If an approval action is unavailable, confirm the plan, role, and any required identity check shown by Formuley.
  • If evidence belongs to another product, remove or correct the connection before continuing.
  • If a released source changed, complete the required review before using it for new controlled batches.

Next steps

A product with a linked formula and saved first market can generate a draft label before running compliance. Draft generation gathers review content; preparing a label for release still requires current checks, a saved formula version, complete market evidence, and separate approval.

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