Summary
You can create a new record for a Certificate of Analysis in just a handful of easy steps. The COA creation process takes place in one of three tabs: COA Monitor, COAs, or CARs.
Step 1: At the top of the grid-page you're on, click the appropriate tab (COA Monitor, COAs, or CARs).
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 to prompt a drop-down item-list to select from - 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, so that you can 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, then find that supplier's TraceStation.
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: Drag and drop the COA onto the Drop Files Here line at the bottom of the page.