Who is this article for?

Suppliers who want to learn to manage batch quality records for products and raw materials.

No elevated permissions are required.

This guide explains how to add, update, and manage batch quality records for products and raw materials.

1. Adding records from the overview page

1. Records can be added from the Batch Quality Records overview page, which can be found in the Solutions area in the left‑hand navigation.

2. From the Batch Quality Records overview page, select Add New using the button on the right or the link in the top menu.

2. Associating the record with a product

1. Before details can be added, you need to associate the record with the product being supplied.

2. Select a company (either the supplier or your own company) for the product, then select the product from the list and click Next.

3. Completing the record

1. Fill in all the details you need to record, including adding any files, and then click Save.
2. The following fields are mandatory and must be set in order to save the record:
   • Id/Number
   • Date
   • Recording Status
   • Assignee (unless marking the record as complete)

3. There may also be specific compliance details that you will be asked to provide. If they are required, they will appear below the details above the files area.

4. Assigning or completing a record

1. When a record is created or updated, you can mark the recording as Complete or assign it to a user to add further details.

2. If a task is not marked as complete, an assignee must be selected. The assignee will then see a task on their homepage to respond to.

5. Updating a product quality record

1. To update a product quality record and edit the details or mark the record as complete, select View on the record.
2. From there, click the Update button to make changes.

6. Raising quality records from the product catalogue

1. Quality records can also be raised directly from one of your products in your product catalogue in the Authenticate area.
2. Find your product in the catalogue and select View Supply Chain.
3. Select the supplier product from the list on the right‑hand side of the page.
4. From the mini profile on the right, select the Quality Records tab.
5. Add a record against the selected supplier product by selecting the Add Record button. This will open the same form described in step 3.