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Shipping & Receiving

• Adding A New Customer
• Adding A New Shipment
• Adding A New Supplier
• Adding A Receiving Inspection
• Creating an Order
• Receiving Inspection
• Receiving Inspections Workflow
• Shipments Workflow
• Uploading Parts in an Order

Getting Started

• Accessing Your Database or Team
• Add a New Department
• Contact Support
• Dashboard
• Error Codes
• My Profile
• Organization Settings
• Recent Activity
• Training Guide

Equipment Management

• Adding A New Equipment Type
• Adding an Equipment Inspection
• Adding New Equipment
• Equipment Workflow

Documents

• Add a New Department
• Adding a New Document
• Adding A New Document Type
• Adding Your Departments
• Document Workflow
• Exporting Your Documents List
• How to create an Approval Matrix
• Turn on 3 Stage Approval For Documents

Audit Management

• Adding An Audit Area
• Adding an Audit Report
• Adding An Audit Template
• Adding An Audit Type
• Internal Audit Workflow

Templates / Inspection Criteria / Specifications

• Adding a New Template/Inspection Criteria/Specification
• Inspection Criteria

HR & Training

• Adding A New Employee Group
• Adding A New Training Program
• Adding A New Training Type
• Document Training Workflow
• View Employee Profile

Inventory Management

• Downloading a Quarantine Product Report
• Downloading a Retention Sample Report
• Downloading Inventory Levels Report
• Downloading Product Bill of Materials
• Downloading Production Report
• Downloading Raw Material Usage
• Editing Your Inventory

Planning, Change Control & Risk Management

• Adding A Change Control Report
• Adding A Risk Management Report

CAPA Management

• Adding A New Corrective Action Report (CAR)
• Adding A New Deviation Report
• Adding A New Non-Conformance Report (NCR)
• Adding A New Planned-Deviation Report
• Adding a Out of Specification Report (OOS)
• Reason Code and Activity Tracker (CAR)

Inspections

• Activity Inspections Workflow
• Add an Activity Inspection
• Adding A New Inspection
• Adding a New Template
• Create A Inspection
• Inspections Workflow

Cannabis Glossary

• Activity or Part Manager
• Create New Page
• Inspection Module
• Inspections Manager
• Part /Activity Module
• Product, Activity or Part Inspections
• Receiving Inspection
• Templates or Inspection Criteria
• Templates, Inspection Criteria

Users & Teams

• Adding A New Team
• Adding A New Team Group
• Adding A User

Product & Activity Management

• Adding A New Activity
• Adding A New Part or Product

FAQs

• Departments vs. Employee Groups
• Teams vs. Employee Groups
• User Manager vs. Employee Manager
• Variable vs. Fixed Cost