Managing Certificates of Analysis

A Certificate of Analysis (COA) certifies that a product or material has been tested for specified parameters, usually related to quality, safety or regulatory compliance. For example, a community owner receiving organic blackberries would test to ensure that blackberries meet organic standards before accepting a large shipment. To ensure these COAs are managed efficiently, users can add COA tables as a custom attribute type on products to track product properties and their acceptable values in a specified unit of measure. 

In addition, users can have a specific document type for COAs that allow FoodLogiQ to scan whether these parameters (missing parameters, out of range, etc.) have been met and set color-coded statuses to alert community owners of issues. The community owner can submit the COA on behalf of the Supplier or the Supplier can submit the Document. 
 

By utilizing COAs, community owners can standardize how suppliers submit analysis data, ensuring consistent central records for easy comparison, compliance and quality control. These features and approval flows help teams catch compliance issues early and act fast.

Adding a COA to a Product Type

1. Navigate to the Admin area by clicking the cog wheel in the top right corner or the cog wheel next to Products in the left-hand navigation. 
   
2. Open an existing product type or add a new one using the Add Product Type Button. 
3. Scroll to the Custom Attributes section and click Add Custom Attribute. 
   
4. Choose COA Table from the Field Type, name your Attribute, and click Add Attribute. 
   
5. Click Save in the top right corner of the product type page.

Once configured, the COA table will appear at the bottom of the product details page for products using this product type. You can configure the table and its properties on the product. 
 
For more information on product types, click here. 

Configuring a COA Table on a Product

1. Edit a product that uses the COA custom attribute. 
2. Scroll to Custom Attributes section to set up COA Table. Use the Add Entry Button to add a line to the table, or the trash can to delete the table.

For each property, you can determine whether it is required, the unit of measure, the operator (i.e. is equal to, is less than, is more than, is in between), the range, and the method of testing.

The properties set here will be used when scanning COA documents associated with this product. 

Adding a COA Document Type

1. Click either the cog wheel in the upper right corner or next to Documents in the left-hand navigation to go to the Admin area (Document Setup) and select Document Types.

2. Click the "Add Document Type" button to create a new document type or click on an existing document type within the list view to edit a current document type. 

   

3. Ensure that the content type is a Certificate of Analysis and choose the appropriate document approval flow.  See Automatic Transitions on COA for more information on how to implement automations to sort COA documents based on COA table properties.