Summary
You can create a new record for a Certificate of Analysis in just a handful of easy steps. COAs can be created via the Supplier Compliance > 'COA' or 'COA Monitor' sub-tabs.
Step 1: Navigate to the Supplier Compliance > COA or COA Monitor sub-tabs.
Step 2: Click New, at upper right, to bring up the Create panel.
Step 3: Enter part of an existing Item ID or Item Name, then select from the dropdown of suggested items. You MUST SELECT FROM THIS LIST - typing the item info into the box is not enough. The two boxes ("Item ID" and "Supplier ID") can be switched by clicking the arrows icon on the right, allowing you to filter by a Supplier ID instead of an item. This is helpful because once one of these fields is populated, your selections are narrowed down based on that filter's entry.
Step 4: If you filtered first by an Item ID or Name, click in the Supplier ID field and select the supplier from the drop-down list.
Step 5: Click Continue and you'll go to your new COA page.
Step 6: Fill out at least all required fields (marked with a red asterisk).
Step 7: Click Save.
Step 8: You can Attach the COA to a TraceStation in two ways:
- Option A: Click the hamburger menu and select Attach Document.
- Option B: Navigate to the Documents section via the left pane, then drag and drop the COA onto the "Drop Files Here" line section outlined in blue.