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Master Batch Record

Last updated on Aug 13, 2026

We're pleased to showcase our new and improved Master Batch Record! ๐ŸŽ‰

The Master Batch Record consolidates critical information about your batches into one overview for compliance and operational needs.


๐Ÿ“‹ In This Article


๐Ÿ“ฆ What is the Master Batch Record?

Here is what a batch record covers:

Complete Batch Documentation

The Master Batch Record serves as your single source of truth for batch compliance, combining all activities, movements, and documentation in one exportable report.

โœจ Key Features

Feature Description
๐Ÿ“‹ Batch Details Batch names, unique IDs, facility address, current units, and batch status, all in one place
๐Ÿ”„ Inventory Movements Every move between locations and vaults, with the dates the batch was in each
๐Ÿงน Sanitation Activities Hygiene records for the location the inventory was in, included automatically
๐Ÿ“Š Recent Activities Colour-coded and neatly listed activities for easy review
โœ… Quality Assurance (QA) QA reviews, visual inspections, sample testing, lab results, and Certificates of Analysis (COAs)
๐Ÿ“Ž Attached Documents Click the appendix section to access COAs and other relevant files
๐ŸŒก๏ธ Environmental Records Climate charts covering the batch, banded by location, with a phase and location history table (requires the Environmental Monitoring module)

๐Ÿ†• What's Changed

New in This Release

These changes widen what a batch record can cover.

๐Ÿ“ฆ Expanded Inventory Types

Batch records can now be generated for all inventory types:

  • Mothers
  • Batches
  • Lots
  • Lot items

Previously, these were only available for batches.

๐Ÿงฌ Complete Genetic History

You now have the option to generate a batch record with the entire family tree of that inventory. This means you can:

  • Trace a lot back to its original genetic source
  • Include the complete genetic history on the batch record

Traceability

This feature is essential for regulatory compliance and quality investigations.

๐Ÿงน Automatic Sanitation Records

Sanitation activities are now automatically included on batch records based on:

  • The location of the inventory
  • Movement history through different areas

โœ๏ธ Electronic Signatures

Batch record activities now include electronic signatures with:

  • User ID
  • Date and time of signature
  • Signer's role

๐Ÿ“ Enhanced Inventory Movement Tracking

Batch records now show detailed inventory movement including:

  • Dates the inventory was in each location
  • Changes in unit type

๐Ÿ“š Document Collation

All documents tied to the inventory's activities are automatically:

  • Collated at the bottom of the batch record in an appendix
  • Linked within the original activities for easy navigation

โš ๏ธ CAPAs and Deviations

CAPAs and Deviations linked to the inventory are automatically added to the batch record in a detailed appendix.

Compliance Note

Always review CAPAs and Deviations sections when preparing batch records for regulatory submission.


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