Author a lab recipe

Author a laboratory recipe to initially organize recipe procedures, operations, equipment, and materials prior to production.

A laboratory recipe is the first stage in a recipe's lifecycle, intended to define the recipe's formulation details, ingredients, technical steps and process stages, and to ensure that all parameters are captured before the product is ready for commercial manufacturing.

Procedure

1. If you have not already done so, create or open a Laboratory Recipe Authoring work package, and from the Manage Work Package page, click the Lab Recipe Authoring task button.

2. On the Lab Recipe Authoring task page, click Add Procedure, and in the Add Procedure dialog box, from the Type list, choose Recipe Procedure.

3. Type a recipe procedure Name and optional Description, and then click Add. The initial recipe procedure is displayed, and authoring is enabled. The recipe procedure generally consists of a sequence of process stages, further broken down into operations and phases.

4. In the process, click More , and choose a command.
   Note All commands in the ERM authoring pages include New, Search, and Classification tabs. Use the preferred option to author your recipe.
   
   The New command prompts you for a name and optional description.
   
   The Search command returns text results based on keywords and wild cards. If the results are too broad, click Filter to reduce results by properties such as type, owner, classification, and category.
   
   The Classification command lets you search for capabilities using classified result indices. You can configure ERM classification class and attributes. For more information on classifications, see Basic and Advanced Classification on Active Workspace - Usage.
   
   
   
   
   To add a process stage to the right of the selected procedure, click the right add icon and select Add Process Stage .The recipe procedure is displayed in its own stage. To add a parallel process stage below the selected object, click the lower add icon and again select Add Process Stage . Note If available, you can also add procedures or process stages above and to the left of the selected object by clicking the appropriate icons .
   To add equipment or material to complete the process, select Add Equipment or Add Material, search for and select the equipment or material to be assigned, and click Assign. To create a conditional PERT flow, click Create Flow.
   To replace the selected recipe procedure, select Replace Process Stage and locate a classified procedure in the Replace Process Stage panel.
   To add a process stage immediately after the recipe procedure, select the lower .
   To add a process stage to the right of the selected recipe procedure by searching for a specific classification, select the right , and then select Add as Clone.
   To add a parallel process stage below the selected procedure, select the lower . The new process stage is displayed in its own stage. To delete the recipe procedure and all elements below it, select Delete.

5. Select any process stage, click More , and choose a command.
   
   To add a serial unit procedure to the right of the selected process stage by searching for a specific classification, select Add as Clone.
   To add a parallel process stage below the selected process stage, select Add Process Stage.
   To replace the selected process stage, select Replace Process Stage and locate a classified procedure in the Replace Process Stage Procedure panel.
   To add an operation to the selected process stage, select Add Operation. To add equipment needed to complete the process, or to add capability classification elements to the process, select Add Equipment or Add Capability. Equipment and capability classifications often include properties, which you define after you select the classification.Note For more information on classifications, see Basic and Advanced Classification on Active Workspace - Usage. Equipment and capability classifications are displayed as properties of any process or operation. To delete the selected process stage and all elements below it, select Delete.

6. Select any operation, click More , and choose a command.
   To add classification elements to the operation, such as the minimum and maximum time the operation should take to complete, select Add Capability. Capabilities are displayed as properties of the operation. To define equipment needed to complete the operation, select Add Equipment. To add materials based on your work package formula, select Add Materials and click Assign. To delete the operation, select Delete.

7. Add additional objects to the processes and operations you have defined as detailed above.

8. (Optional) Edit your laboratory recipe.

9. When satisfied with your chart, in the task's upper toolbar, click Save .