Content

Introduction

Formulation Project Life Cycle

Master Data Setup
 

 

Introduction

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The Formulations module provides an easy way to design and evaluate the performance of different Formulations, with the purpose of identifying an optimum Formulation.

Create experimental Formulations for which you can define the content (ingredients), processes (stages) or instructions used. Cost calculations are performed considering Ingredient, processing, and equipment costs. As these are changed for each Formulation, costs are updated real time for evaluation. Multiple variations of an original Formulation can be evaluated and viewed together, in context.

Formulations are grouped within a Formulation Project. Each Project can contain any number of Formulations. At the start of each Project define a Formulation Template as a starting point for new Formulations within the Project.

For each Formulation define the Batches to be created and optionally any Batch Stages for altering the process. Batches and/or Stages can then generate Samples of each Formulation for analysis.

Formulations include the following major functionality:

Add Formulation Methods to define the Calculations used in Formulations. Methods can be defined then re-used in multiple Formulations.
Create Formulation Projects that contain any number of Formulations based on a Template or base Formulation. Create new experimental Formulations for cost evaluation and analysis. Using the Navigator view all Formulations within the context of the others to easily compare and evaluate Formulations.
When a Formulation is finished choose to create a Formulation Batch for testing. From the Batch or optional Batch Stages generate Samples for evaluation.
Use Formulation Search to locate Formulations using extensive search capabilities.
Create new Products or new versions of an existing Product using Promote Formulations.

 

Formulation Life Cycle

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A Formulation is defined within a Formulation Project, then released for evaluation. Until released, it will not be available for batch processing. Once released you can no longer make changes.

The following diagram illustrates the Life Cycle of a Formulation.


 

State Descriptions

 

State Description
Draft Formulation is in design and is not yet ready to create Batches.
Pending The design is finished, ready to create Batches for evaluation.
Completed All Samples and all Batches have been Released.
Additional Batches may be created as required.
Accepted The Formulation has been Reviewed and Accepted. This is the state of a good Formulation that will likely be promoted to a Pilot Formulation, or a real finished product.
Promoted The Formulation has been Promoted to a Product.
Rejected The Formulation has been Reviewed and Rejected.
Cancelled The Formulation has been Cancelled.

 

Master Data Setup

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Before using Formulations consider defining the following Master Data items:

System Level

Define these system-level attributes:

Parameter Lists for use when defining Calculations in Formulation Methods. For most needs Parameter Lists and Formulation Methods have been provided OOB.

 

Lab Level

Define Laboratory level information that will be used when creating Formulations.

Products, used when creating Formulations, Ingredients are defined as Products within LabVantage.
Process Stages to include in the Formulation.
Tests and Specifications that can be added to Samples created for a Batch.
Any Equipment or Instruments that may be required by the Formulation.

 

Formulation Specific

Define the following Formulation Specific Master Data:

Formulation Methods to define Calculations used to evaluate cost and efficiency of Formulations. Several Formulation Methods are provided OOB.