Defining a Certificate of Analysis (COA) Field
To generate a Certificate of Analysis (COA) report, you must define a COA field. When you define a COA field, you specify an applicable data field with criteria to inspect for a COA. For example, you inspect the pH level of milk to ensure it meets a specific pH standard.
If you attach a COA data field to an inspection, the system ignores skip lot functionality. You must report all lots during inspection.
For more information, see Quality Inspections.
Watch the following help video for information about creating a COA:
To define a COA field:
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Go to Customization > Lists, Records, & Fields > Record Types.
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In the Quality Inspection Fields List row, click New Record.
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Enter a quality inspection fields list record Name.
For example, Lactic Acid or pH Level.
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If you do not want this inspection field to appear in search lists and forms, check the Inactive box.
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Select a Data Type for the data field:
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Text – stores any kind of text data.
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Integer – the most common numeric data type used to store numbers without a fractional component.
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Decimal – provides an exact numeric in which the precision and scale can be arbitrarily sized.
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Date – stores a date in the YYYY-MM-DD format.
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DateTime – stores a value containing both date and time together in the YYYY-MM-DD hh:mm:ss format.
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Boolean – represents the values true and false. It can also be represented as 0 (for false) and 1 (for true).
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Image – store or refers to any type of image file. For example, .jpg, .bmp, or .png.
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Select – represents a predefined list of string values that you can select from during data entry.
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URL – captures an external URL for later navigation.
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To make this a required inspection field, check the Mandatory box.
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To identify whether the data field applies to each inspection or to each sample, check the Sampling Summary Field box.
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To enable the field for COA, check the Certificate of Analysis (COA) Field box, and then enter the COA Criteria.
For example, Between 2 and 3.
By default, all COA fields and COA criteria apply to all items and customers. If you want to define a customer-specific COA attribute for an item, complete Defining a Customer Certificate of Analysis (COA) Attribute.
Note:You must check both the Sampling Summary Field and the Certificate of Analysis (COA) Field boxes to define a COA field.
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Click Save.
After COA field definition, complete the procedure in Viewing a Generated Certificate of Analysis (COA) Report.