Organizations are the external companies such as a Contract Development & Manufacturing Organization (CDMO) or a Contract Testing Lab (CTL) that perform manufacturing and/or testing of Materials. In LIMS Basics, they can be an external organization or external site. Organizations can be tied to spec data mappings and can be used when creating a batch.
Create an Organization
To create an organization:
Navigate to Design & Admin > Setup Data > Organizations and click Create.
Select the organization type: either External Organization or External Site and click Continue.
Enter the Organization Name and Parent Organization (if you are creating an external site).
Optionally, select the organization Type to further classify the record.
Provide any other optional information. If the address related fields are populated, they will display on the CoA for a batch having the organization listed as the Manufacturing Site (unless the CoA Field Suppression section of the Material is set to not display the Manufacturer Address)
Click Save.
The organization is added in the Initiated state.
Retire an Organization
To retire an organization:
Open the organization record and select Change State to Retired from the Workflow menu.
Click Yes to confirm.
Return to Initiated
You can return a retired organization to the Initiated state if needed.
To return an organization to Initiated:
Open the organization record and select Return to Initiated from the Workflow menu.
Click Start to confirm.
