Certificate of Analysis
- Select a template
- Certificate of Analysis definition
- Manage customers and contacts
- Store & send a Certificate of Analysis
Select a template
A template contains data such as your company's logo, address details et cetera. In principle, your template contains all text that is static across all the certificates you issue.. AlisQI has a standard template, but you can also use your own. If you send it to us, we will upload it to AlisQI for you.
Certificate of Analysis definition
Before you can define a certificate, you should determine the set-up of your definitions. This is up to the differences in contents between the certificates for individual products to individual customers. It is useful to standardize as much as possible, since this will save a lot of management time.
Different ways to define certificates
- Analysis set
- Product-Customer combination
If certificates for all of your customers and/or products should be identical, you can choose to define a single certificate for each analysis set.
Note: this is only possible if this set does not have an index field.
If the certificates you want to send differ only for individual index options (e.g. products), you can define certificates for each. This only applies if the set has an index field. You also need to make sure that there is no field that refers to the built-in customer list.
If the certificate should differ for each customer (but not for individual index options), choose this option. You need to make sure that no index field is set, and that there is a field that refers to the built-in customer list.
If the certificates you want to send vary for both index option and customer, select this option. You will need to make sure that an index field is set and that there is a field that refers to the built-in customer list.
Defining a Certificate of Analysis
You can now define a certificate:
A Certificate of Analysis consists of Header fields (1), analysis set fields (2) and a Static footer text (3). In the graphic below, you can see the 'building blocks' of a completed Certificate of Analysis:
As said before, the company logo is part of the template.
Analysis set fields
Static footer text
Here (3) you put the static text that needs to appear on the certificate definition. If necessary, you can also use variables here to include result values.
Manage customers and contacts
- Create a customer under Manage customers
The customer name and address details can be found on the top left of the certificate.
- Create one or more contacts for this client under Manage contacts.
You can choose the contact person(s) once you have generated a certificate.
Store and send a Certificate of Analysis
On the following page, you can preview your certificate (1), choose a customer (2), choose a contact of this customer (3) and save the certificate of analysis (4):
Once stored, the Certificate of Analysis is linked to the result as an appendix. If a contact person is also selected, like you see in this example, the certificate will be sent out immediately by email. We can arrange for a certificate not to be forwarded in the event of the result values being off-spec. Please contact us if you would like us to do this.