Recipe Manager (v6.0)
Recipe Manager tools help for managing, executing and tracking the production of media, complex reagents, product assemblies, etc.
This tool is linked to the Reagents & Supplies records and associated lots, therefore you must create records for the chemicals/reagents that would be used for creating the new recipes.
Therefore, Reagent & Supplies module must be filled in before using the Recipe Manager.
There are two steps involved in recipe production:-
Part 1: First, admin-level users need to create recipes
Part 2: Then, any LabCollector user can execute a recipe
Part 1: Create & Manage recipe
To create recipe go to:
The below page will pop-up. You can either add a new recipe or edit an existing one.
If you select the “Add Recipe” option the below page will pop-up.
Name: You can write the name of your recipe here
* This name will appear for recipe execution in part 2 below.
Category: You can choose the category here. For example, there are many experiments that require various reagent recipes such as western blot. So for each recipe that you create, you can add a category that could explain which experiment the recipe is for or who created the recipes. For creating the categories go to Admin–>Data–>Manage Recipes–>. Here you will be able to add a new category.
* This category selection is important to later select for recipe execution in part 2 below.
Description: You can add a short description of your recipe. For example, we put a buffer for western blot.
Components: You can add the components of the recipe here. For example, you have to make Tris HCL buffer. So you choose the required components or chemicals from reagents and supplies module. You add the required amount & unit you are going to use from the stock/lot defined in the reagents & supplies module.
Component options: The component options allow you to choose from various settings. You also have the option to choose all the options together.
5.1. Partial recipe allowed: This option allows you to use some components or chemicals from the entire recipe. For example, imagine that you have 2 buffers to make and both of them use partially the same chemicals, in this case, you could the option “Partial recipe allowed”. So you can choose only the components that you require. In another scenario imagine that you want to prepare a part of the recipe today and some part on the next day. In this case, you can utilize this option and select the chemicals you need for preparing partial recipes.
So if you select this option & for executing recipe go to Tools–>Recipies/Production–>Category–>Select Recipe. Here you can choose only the partial components. You will get a pop when you click on execute just to remind you that you have chosen only some components. You can choose to move forward with execution.
5.2. Accept expired lots: This option allows you to use chemicals that are over the expiration dates.
5.3. Allow a lot quantity modification: This option allows you to modify the quantity or amount of the chemical used for reagent preparation. The lots are the ones you create for chemicals in reagents & supplies (click the link to see our KB on how to create alerts lots). So if you select this option & for executing recipe go to
Tools–>Recipies/Production–>Category–>Select Recipe. You can modify the quantity (highlighted in yellow) of each component.
This option relates to the final recipe when you have prepared the reagent recipe as a new reagent record with your recipe name will be created in the Reagent & Supplies Module.
6.1. New product not in the stock: This option allows to create a new reagent that was not there before in your stock in your choice of Module. So a new record will be created in Reagent & supplies module.
For example, if you made tris-HCL buffer it will be seen as in the below image.
6.2. Lot on existing product: This option allows to create a lot on existing record in Reagent & modules. For example, you have created a record for the Tris-HCL buffer. Let’s say you are creating a new stock (lot) for future use. In this scenario, you will add the final product as just another lot in the already existing record in reagent & supplies options. So when you select this option, below you will have the possibility to choose the record that you want to create this lot for. (for example tris HCL buffer)
After executing the recipe in Tools–>Recipies/Production–>Category–>Select Recipe, you go to reagent and supplies and you will be able to see new lot created for an existing Tris HCL buffer.
6.3. Only lot consumption and no final product: This option allows you to make a recipe using just some reagents without making a final product. Meaning you can only use the reagents in the existing lot but cannot make a new record or a lot for it. It is simply using the reagent from existing lots and not creating a new lot or a new record. After selecting this option you go to executing the recipe in Tools–>Recipies/Production–>Category–>Select Recipe, you can see that you can only change the quantity of the reagent from the lot.
6.4. Free choice by user at execution: This option allows you to choose the above options during the execution of the recipe. You will get a new option below asking you to choose the designated module you want this recipe to be it.
After selecting this option you go to executing the recipe in Tools–>Recipies/Production–>Category–>Select Recipe, you can see that you will have several options (highlighted in yellow) to choose from.
Module You can choose the module you want to assign the recipe to.
Lot Status: This option allows you to change the lot status.
8.1. Ready to use: This option allows you to directly use the recipe that you have created.
8.2. On hold: This option allows you to hold the recipe and not allow it to be used. This can be done for example when you want to save the lot for a specific experiment.
Observation: This option allows you to write observations for the recipe. For example, in the above image, we have written the recipe of Tris HCl showing how the selected component should be mixed for the recipe. Basically a protocol to create a recipe or any other information required. For example where to store the recipe at a specific temperature or a place.
Part 2: Execute a recipe (all users except visitor level)
The below page will popup. When you select the category for the recipe (Option 2 in part 1) the recipes linked to that particular category will be displayed.
For example, the admin’s category has the recipe Tris HCl buffer.
A complete log with a detailed PDF report for each executed recipe is available in this option.
After you select the desired recipe the below information will appear.
- The “Final product” options will depend on what options you choose in Part 1.
- To “Create a product lot” you have to click on the small checkbox highlighted in yellow.
- After this, you have to check the box under the “Use” option the chemicals you selected for making the recipe. According to the quantity, the chemical amount is subtracted from the specific “Lot” and you can also see the quantity of the remaining reagents in your lot. (lot and quantity highlighted in blue)
* When the FIFO option is active (see in Preferences –> Reagents & Supplies–>Lot management), an alert message may appear.
- If you have more than one lot for reagents that you are going to use, you have the choice to select the lot you want to destock the chemical from. A small pencil icon (shown under purple arrow) will appear next to the quantity where you can select the lot you require and you will be able to choose the lot from the dropbox.
- When you are done selecting all the options you can select the option.
- Once you execute the recipe the below option will pop-up.
- Check our KB on how to manage storage for reagents & supplies.
- See how to manage your reagent lots.
- Check our KB on recipe manager to create recipes using reagents & supplies.
- See how to to do Purchase order management