Key data includes:

1. Bulk Code
2. Class
3. Product Name
4. Product Description
5. Owner or Site (this field will be assigned automatically based on the location of your facility)
6. Shelf Life

1. Click on the "COA" link
2. From the list populated select the appropriate CoA template by clicking on Select
3. You will see the selected CoA template on the Customer Specific Details section window

Press "Save" button to capture changes

NOTE:  This section is for information only and gets populated automatically, no data will need to be added in this section.  

1. Section will contain information when the record was entered by Item Interface
2. When the sample type is approved this section will contain information on whom approved it and when automatically

Fill out this section with any available information.

Shelf Life field is populated by Item Interface

1. Market Synonyms are sent form JDE to LIMS

This sections is not regularly used.

1. Clone Products section is similar to "Market Synonyms"

This sections is not regularly used, however can be used to have emails about the sample entered with this sample type to be emailed out to a necessary contact.  

1. Auto email can be set up by clicking New
2. To find appropriate contact either scroll through the list, or type in the user name in the search text box
3. Click the find button (binoculars)
4. Click on the check box to select the contact
5. Click the select button
6. The Mailing List will be updated with user name and email of the contact.

Often a method contains multiple parameters that are specific to testing conditions, or required dilution of a sample.  Not all parameters within a method might be applicable to this item and need to be removed.  Screenshot below shows method "Specific Gravity MEIC" contains 3 different parameters.  The name of the parameters shows that first one is to measure Specific Gravity in general.  Second parameter is specifically measuring Specific Gravity at 25 Deg C, and third parameter is specifically measuring Specific Gravity at 20 Deg C.  Only keep the parameter that is necessary for your item.

1. Select parameters to delete by clicking on the checkbox next to the parameter
2. Click the "X" button

Screen will update and show that parameters have been removed.

Parameters which are part of the methods will be added in this section.  

1. Click on graph icon to select SPC rules which need to be monitored for this parameter. (this feature requires additional set-up, for detailed instructions and training discuss this with LIMS administrator)
2. Click next to optional parameter
3. Enter Customer Specs if available
4. Enter Internal Specs if available
5. Enter Control Specs if available
6. Enter Target Value is available
7. Enter number of values after the decimal point for result
8. Enter number of values after the decimal point for results as shown on the CoA.  (Most sites use the "Decimals" column for this, because it's harder to manage two sets of data.)
9. Enter C-Pro Method Control Number
10. Enter units
11. Enter "Print Flag" value.  For print flag value of "1" the parameter will appear on the CoA.  For print flag value of "0" the parameter will not appear on the CoA and will only be internal.
12. Put in C-Pro document link, so that a link shows next to the parameter and user can quickly access the method.
13. Enter Demand condition if the parameter is not quantitative.  This is a spec for quantitative condition.  The user will have to enter this exact verbiage in order to pass specification validation.  When entering a value, sites usually put in specification vlaue first and use a tilde symbol (~) to seperate the spec from acceptable result.  For example a descriptive spec for Color parameter is Clear Blue Liquid.  Acceptable result is PASS. The value to put into the demand section should be: Clear Blue Liquid~Pass
14. Enter what needs to appear on the CoA for the quantitative condition.
15. Default is set at "1" for every parameter, it's best to leave it as auto-validation to be on.