What are Batch Sheets?
Batch sheets are downloadable PDFs that show recipe info scaled for mass production. Quality Management (QM) users first create a recipe in Formula Management (FM), add their specification data, then return to QM to enable the specification for use as a scaled quantity.
Why use Batch Sheets?
The Batch Sheet feature streamlines the process of creating scaled recipe data within QM. It also ensures that items data and sub-recipes within formulas are accurately translated into your specifications.
How to use batch sheets:
Stage 1: Formula Management
Because the data thread begins in Formula Management (FM), it is crucial that your formula and recipe are correctly built. For more detailed instruction, read our articles on creating a formula and recipe.
As you build your recipe in FM, check the following to make sure you’re set up to string data into Specification Management:
- Fill out item data sheets with nutrition, allergen, and other relevant information.
- Approve all corresponding data sheets once the recipe is complete
- Approve the formula
This data will populate the corresponding formula recipe reports.
Stage 2: Specification Management
Once your recipe is built in FM, navigate to the Specifications Tab.
These report attributes are required to automatically connect corresponding recipe data into your spec. For more detailed instruction, read our article on Adding Formula Reports to a Finished Good Spec.
To keep the data thread accurate, make sure the following formula recipe report attributes are added to your specification:
- Formula Report - Allergens
- Formula Report - Claims
- Formula Report - Costs
- Formula Report - Items
- Formula Report - Nutrition
- Formula Report - Process Steps
You must include the recipe(s) you wish to string together to each report attribute. For concise data, manage the columns displayed:
Preparing to Thread Data to QM
Step 1: In the hamburger drop-down, click ‘Enable QM Batch Sheet’ to approve your specification.
To activate the 'Enable QM Batch Sheet' option, the Enterprise site must be linked to the customer’s QM instance(s), which required TraceGains R&D support. Also, the specification must be 'Approved.'
Step 2: Use the checkboxes to select which sections from the specification can be included on the PDF generated in QM.
Step 3: Click ‘Save.'
The Formula Report – Items is the report used to generate scaled “batch” sheets for a given production size.
Stage 3: Quality Management
Once approved in Specification Management, continue to the Quality Management product to create Batch Sheets with the compiled data.
Step 1: Navigate to the Task Scheduler page of the Quality Management product.
Step 2: Select a Task Schedule using the settings gear.
Step 3: Click 'Create Batch Sheet.'
Step 4: Select the desired specification from the list of Enabled Specifications.
Step 5: Select the sections you wish to scale, along with the metric.
Step 6: Click 'Next.'
Step 7: If an 'Item List' is selected, determine how you would like to scale the associated amounts.
Step 8: Click 'Create.'
The exported batch sheet will automatically download and save to the task schedule record. You can save this PDF to additional records if needed.