Certificate of Analysis
This article teaches you all about creating, storing, and sending Certificates of Analysis in AlisQI.
In this article
Let's start this article with a short demo of how COAs work in AlisQI.
A COA starts with a COA template. Templates define which information should appear on the COA. This consists of the three elements:
- Descriptive details, like Product name, Batch number, or Expiry date
- The measurements values to include
- A (static) footer text
COA templates can be reused for multiple products or customers, in order to standardize as much as possible. However, defining multiple templates allows you to conform to specific reporting demands your customers might have.
Variations per product
To be able to create templates per product, make sure your analysis set has a product field that is set as the index field.
Variations per customer
To be able to create templates per customer, make sure your analysis set has a selection list based on the built-in customer list.
When your analysis set has both a Product and a Customer field, you can create templates per product+customer combination.
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Creating a template
Technically, you can make COAs from every analysis set. However, typically we see customers create COAs from their final product data.
In the template management screen, you define the COA template.
This screen has three sections:
- Header fields
The Header fields appear at the top of the certificate. This contains descriptive information like product name or batch number. Use variable placeholders (4) to refer to dynamic result values.
By default, the analysis date, print date, product (if set as index field), and the customer are added in the header section.
- Analysis results
In the section Select fields (2), you add the fields that you want to include on the certificate. These result values are presented in tabular form, with their specification limits, unit, and test method.
- Static footer text
This section enables you to define the static text that needs to appear on the certificate. If necessary, you can also use variables here to include result values in the footer.
Create Certificate of Analysis
After selecting a customer, you can select which contact persons at that customer will receive the COA as a PDF email attachment.
If needed, AlisQI can be configured to prevent generating COAs with off-spec values. Contact AlisQI support for more info.
Example Certificate of Analysis
The screenshot below depicts a COA generated from AlisQI as defined by the template depicted above.
We marked the building blocks: The header (1), the measurement values (2), and static footer text (3).
As mentioned before, the company logo is part of the template and can be adjusted to your corporate branding.
Customers and contacts
Incoming supplier certificates
Your suppliers probably provide you with certificates as well. These certificates can be uploaded to your raw material intake records as attachments. This way you have all information regarding incoming quality in one central location.
When you upload certificates as native PDF, all contents are indexed and can be found via the internal search engine. This allows for quick lookup by purchase number of raw material code.