Formuley Research · Printable resource
Ingredient investigation worksheet
Record the exact supplied grade, its dated evidence and the question under review. Use this shared sheet for solubilizers, taurate active-matter comparisons or D5 grade/market investigations.
Fictional evidence exercise. Study T-04 compares anonymous study inputs described as 30% and 20% active. No material was purchased, mixed, tested or approved. The arithmetic is not a recipe or recommended use level.
1. Identify the supplied material
| Field | Filled fictional example | Your investigation |
|---|---|---|
| Study / version | T-04/version 1; substitution request under review | — |
| INCI and trade grade | Same INCI asserted; exact trade names missing | — |
| Supplier, lot and supplied form | Not established; request current documents | — |
| Document and revision date | Brief dated November 10, 2026; supplier revision unknown | — |
| Intended product / market / activity | Not established; qualified review required | — |
| Question | Does a same-weight substitution preserve active contribution? | — |
2. Separate a source fact from an assumption
| Entry | Type | Consequence |
|---|---|---|
| Old study input: 30% active; new study input: 20% active | Given exercise values, not supplier/lot results | Confirm actual grade evidence before any real calculation |
| “Same INCI means equivalent” | Unsupported assumption | Obtain complete supplied identities and define equivalence |
| 100 g × 0.30 = 30 g; 100 g × 0.20 = 20 g | Arithmetic using the given values | Different active contribution at the same supplied weight |
For a fictional 1,000 g total, the corresponding contributions are 3% and 2%. Equal active matter would still not establish equal handling, viscosity, preservation or finished-product performance.
| Fact or question | Primary source, page and date | Limit / next owner |
|---|---|---|
| — | — | — |
| — | — | — |
| — | — | — |
3. Define an authorized investigation
- State the controlled reference, proposed change, grade/lot identities and version.
- Have qualified reviewers define the method, process conditions, observation points and acceptance criteria before work begins.
- Separate actual measurements from expectations and unperformed studies.
- For solubilizer questions, define what clarity means and when it is observed. For taurates, state supplied and active bases. For D5, resolve carrier/blend identity and current market applicability separately.
- Do not infer safety, compliance, shelf life or suitability from a successful calculation or appearance observation.
| Field | Your review |
|---|---|
| Comparison plan, controlled variables and authorized reviewer | — |
| Observation method, conditions, sample IDs and dates | — |
| Safety, preservation, stability, claims and market questions still open | — |
| Decision scope, evidence examined, owner and next date | — |
Filled fictional disposition: return for clarification. The same supplied weight changes the calculated active contribution; exact grades, complete composition and intended targets remain unknown. No substitution or finished-product approval is granted.