Quality Assurance

CAPAs

CAPA stands for Corrective And Preventative Actions. It is a log of actions taken to correct an issue with any piece of inventory/batch/product. You can associate CRM Accounts, Inventory, Orders, and Deviation Reports to it, then add the corrective actions to take and close them as they're completed. You can also mark a due date for the actions in the plan to be completed. Go to QA > CAPAs and click Log New Report. Complete the form on the modal with the correct information and click CREATE REPORT. The CAPA is created and added to the list. You can click on any CAPA in the list to view it. When viewing a CAPA, you initiate it by selecting Elevate Report and clicking Initiate CAPA. You will then be able to link an account, inventory, orders or upload a file to the CAPA. Once all the correct information has been linked select Add Action. Here you will be able to create a list to tasks to ensure corrective measures are put in place to prevent a mishap from happening again ​ Click APPROVE ACTION PLAN when the suggested actions are approved. ​ Under the Actions tab you will be able to view all the actions created. Click an action's ID, then click Close Action to mark it as completed, completed but with some exceptions, or skipped. ​ ​ After closing all the actions, you can close the CAPA. ​

Generating a Report

GrowerIQ can automatically generate the following reports based on the activities and entities logged in the system: - Health Canada Report - Activities Report - Clients Report - Inventory Report Go to QA > Reports. In the appropriate section, fill out the date selection fields and click DOWNLOAD. Health Canada Report If you are a Canadian client, this is the report you submit to Health Canada. Click DOWNLOAD BREAKDOWN if you want to see how GrowerIQ determined what to fill in for each section of the report. Activities Report This is a list of all activities performed on all entities throughout the system during the selected date range. Clients Report This is a detailed list of third-party CRM accounts (such as suppliers, patients, etc.) that were added during the selected date range. Inventory Report This is a detailed list of all entities such as batches, plants, and received inventory (along with the actions taken on them) during the selected date range.

Destruction Queue

The destruction queue allows you to manage items you will destroy or have already destroyed. In this article: - Queuing an Item for Destruction - Managing the Destruction Queue - Destroying Queued Items - Dequeuing Items - Queued Item Properties - Item Source - Activity Log - Print Label - Move Rooms - Undoing Destructions - Viewing and Printing a Report Queuing an Item for Destruction To destroy inventory from plants, batches, lots, lot items, or received inventory, go to the item's page and click Queue for Destruction. For example, to destroy some inventory from a lot, go to Warehouse > Lots > [lot id], then click Queue for Destruction and specify the quantity details. This will remove the specified quantity from the lot and add it to the Destruction Queue, allowing you to manage it from there. Managing the Destruction Queue Go to QA > Destruction. Three tabs are listed. Queue Tab This tab displays all items queued up for destruction. You can use the ID and variety fields to filter the list. Destroying Queued Items Go to QA > Destruction. - To destroy a single item, find it in the list and click 🗑 Destroy in the last column. - To destroy multiple items, select the checkbox of each one and click 🗑 Destroy above the list. A modal appears where you specify the following information before completing the destruction: - Method of Destruction: The dropdown menu is populated with destruction methods you've added to your site. - Destruction Date: The date the item was physically destroyed. The earliest date you can select is the date the item was added to the destruction queue. - Signatures: Two witnesses are required to complete the destruction. Select each user from the list and have them enter their password to sign off on it. When you click Submit, the item is destroyed and will appear under the History tab. Dequeuing Items Go to QA > Destruction. When you dequeue an item, it is added back to the source it came from. - To dequeue a single item, find it in the list and click × Dequeue in the last column. - To dequeue multiple items, select the checkbox of each one and click × Dequeue above the list. Queued Item Properties Go to QA > Destruction. Click the item ID in the list to open its properties. From there, you can view its properties and perform actions on it: - Go to Source: The source that the item came from is displayed at the top-right of the page. Click the ID to go to the properties page of the source. ​ - Activity Log: Click the corresponding button to manually log an activity. You can view all activities, both manually and automatically logged, under the Activity Log tab at the bottom of the page. ​ - Print Label: Click the corresponding button to print a label for the queued item. Only destruction type labels are shown in the dropdown menu. ​ - Move Rooms: Click the corresponding button to assign the queued item to a different room. The move is automatically added to the activity log. History Tab Go to QA > Destruction. This tab displays all items that have been destroyed. You can use the ID and variety fields to filter the list. Undoing Destructions - To undo a single destruction, find the item in the list and click ⟲ Revert Destruction in the last column. - To undo multiple destructions, select the checkbox of each destroyed item and click ⟲ Revert Destruction above the list. A modal appears where you specify the following information before the destruction is undone: - Reason: Type the reason for undoing the destruction. - Witnesses: Two witnesses are required to undo the destruction. Select each user from the list and have them enter their password to sign off on it. When you click Confirm, the item is undestroyed and goes back to the Queue tab. Reports Tab Go to QA > Destruction. This tab lists the reports generated for each destroyed item. Viewing and Printing a Report Find the item in the list and click ⓘ in the last column. This displays a report detailing the item's properties and its destruction. To print the report, click 🖶 (Print) at the top-right corner of the page.

Recalls

The Recall feature can help you keep organized records during a recall. When you realize a recall is needed, you specify which lots are affected and then initialize it. All the information about the lots is taken into account for the recall record, which makes it easy to keep track and generate documents for it. In this article: - Initializing a Recall - Working With a Recall - Recall Information on the Page - Starting a Recall - Ending a Recall - Downloading the Recall Document Initializing a Recall Go to QA > Recalls, then click Initiate Recall. A modal appears. Specify the required information in the following fields: | | | | --- | --- | | Field | Description | | Lot numbers to recall | The lots to attach to the recall. Select each affected lot from the dropdown menu. | | Date recall was initialized | The date it was realized a recall was needed. | | Reason for recall | The reason for the recall. Try to be as specific as possible. | | Recall point of contact | The user overseeing the recall. | After filling out the modal and clicking SUBMIT, the recall is initialized and added to the Initiated Recalls list on the page. Note: An "initiated recall" means it has been initialized but not yet started. Working With a Recall Go to QA > Recalls, then click on the recall's ID. Recall Information on the Page The recall's page displays all the information associated with it. Of particular note is the Product Information section, which shows the affected lots and aggregate information based on those lots. Starting a Recall Click Start Recall at the top of the page. In the modal that appears, select the date the recall was started and confirm. Once you start a recall: - The recall's status is then updated to "Activated" and will be moved down to the Recalls in Progress list on the Recalls page. - A new field, Date Activated, appears on the recall's page indicating the start date you selected. Ending a Recall Click End Recall at the top of the page. In the modal that appears, select the date the recall finished and confirm. Once you end a recall: - The recall's status is then updated to "Archived" and will be moved down to the Archived list on the Recalls page. - A new field, Date Ended, appears on the recall's page indicating the end date you selected. Downloading the Recall Document The downloadable document for the recall includes the same information displayed on the recall's page. Click Download File at the top of the page. Your computer's (or browser's) Print modal will appear. - To print the file, select a physical printer from the Printer menu on the left side of the modal and proceed from there. - To download the file, select Save as PDF from the Printer menu on the left side of the modal and proceed from there. When you click Print, the file will download instead of physically print. - If the Save as PDF option isn't present, look for other options that indicate printing to a PDF or XPS document.

QA Testing Samples

You can create samples for QA testing when working with a lot, production lot, or plant. Once a sample is created, it appears on the Samples page. You can indicate when it is sent to the laboratory, then record the test results. These results are then visible on the lot/production lot/plant. Creating a Sample To create a sample: 1. Navigate to the lot, production lot, or plant you want to sample 2. Click the Create Sample button 3. Fill in the required fields: - Sample name - Sample type - Quantity 4. Click Save The sample will now appear in your Samples list. Sending to Lab Once a sample is created: 1. Go to QA > Samples 2. Find your sample in the list 3. Click Send to Lab 4. Enter the lab information and tracking details 5. Save the shipment Recording Results When results come back from the lab: 1. Open the sample record 2. Click Record Results 3. Enter the test results for each test type 4. Save the results The results will now be visible on the original lot/production lot/plant record.