User Requirements
This page provides a listing of requirements that were utilized to build the Tulip product. It is organized into the following sections.
| Category | Function |
|---|---|
| GxP | ALCOA |
| ER - ES | |
| Integration | Integration |
| Intelligence | Analytics |
| Reporting | |
| Visualization | |
| Models & Master Data | All Models |
| Equipment Models | |
| Material Models | |
| Production Models | |
| Non-functional | Performance |
| Maintenance | |
| System | |
| Production Management | Preparation & Dispatching |
| Planning | |
| Monitoring & Tracking | |
| Execution | |
| Resource Management | Equipment Control |
| Material Control | |
| User Control |
The user requirement tables are organized with the following fields:
ID: The ID provides a unique reference to the functionality that was merged into the product. The format was changed to ABC-1234 in LTS7 to directly link the numbering from the tickets used internally for development. The prior ID is maintained as a cross reference in LTS7 and will be removed in LTS8.
Requirement: A brief description that describes the user requirement.
Implemented By: The Product Spec(s) that provide the feature/functionality to support the user requirement. Features may be used individually or in combination with other features to achieve/meet the requirements. Requirements that are not supported by Product Specs will be indicated as one of:
- NA (Not Supported): This means that the Tulip product does not support this requirement. The functionality may/may not be on the roadmap but will continually be evaluated for evolution.
- NA (Deprecated): This is a feature that was met by the Tulip product at some point in time, but is longer offered.
- NA (Non-Functional): Requirements that aren’t satisfied by specific features or behaviors designed within the system.
GxP
ALCOA
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8865 (800) | All records shall be Contemporaneous. Data captured should include the date and time of the activity/action | |
| PLAT-8866 (33) | Display the current user logged in during any interaction with the system | |
| PLAT-8867 (801) | All records, including audit trail shall be Legible, ie. shall be human readable throughout the retention period | |
| PLAT-8915 (804) | All records shall be Complete. Records shall include all data related to activity with no deletion or overwriting. | |
| PLAT-8916 (803) | All records shall be Accurate. there must be the ability to build accuracy checks into the design of the system or configure verification for manually entered data as necessary. | |
| PLAT-8920 (802) | All records shall be Original; all originally recorded data shall be maintained. | |
| PLAT-8937 (808) | All records have to include the date, time, action or activity, user, and reason for change if applicable. | |
| PLAT-8943 (807) | All records shall be Available and can be accessed for review, audit or inspection over the lifetime of the record (retention period). | |
| PLAT-8946 (806) | All records shall be Enduring, ie. store, managed and unalterable for the full retention period. | |
| PLAT-8948 (805) | All records shall be Consistent, ie capture and recorded in the same manner and in the correct sequence of the acitivities or action being recroded. |
ER ES
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8703 (845) | Ability to identify data tables or columns as GxP data | |
| PLAT-8704 (825) | All user access to the system shall be tracked. User access activities shall be included in audit trail. Unauthorized access attempts to the system must be recorded. | |
| PLAT-8706 (824) | Ability to enforce automatic expiration of passwords by configured policy. This requirement applies to all access methods available to any records in the system. | |
| PLAT-8707 (161) | Provide managed way to modify production model definitions with full audit trail. | |
| PLAT-8708 (823) | Ability to periodically check accounts against configured policy (e.g., password aging). This requirement applies to all access methods available to any records in the system. | |
| PLAT-8709 (822) | Ability to define password policies including rules for password strength, password aging and password repitition. | |
| PLAT-8710 (849) | Changes to batch record, GMP or critical data should be governed by a global configuration to allow/disallow changes. | |
| PLAT-8712 (37) | Disable user account when user exceeds the configured number of failed authentication attempts. This applies to all access methods available to any records within the system and during electronic signature authentication. | |
| PLAT-8720 (846) | If GxP data is changed after being approved then approval needs to be rejected. Ie batch record needs to be reapproved. | |
| PLAT-8721 (51) | Content (master data) modifications must be audit trailed. | |
| PLAT-8869 (856) | Continuous signing sessions require two signature components for first signing but only one (secret) component for subsequent signings | |
| PLAT-8871 (855) | For records supporting batch release it should be possible to generate printouts indicating if any of the data has been changed since the original entry. | |
| PLAT-8872 (830) | All data changes must be captured in audit trail. Audit trail can be turned off or on GxP needs. This may only be performed by an administrator; it cannot be performed by a user executing an APP. | |
| PLAT-8873 (828) | Only approved connector configuration are available for production execution activities | |
| PLAT-8874 (848) | The ability to discern invalid or altered records. Ability to annotate data is changed. For GMP or critical data changes annotation can be configured as required. | |
| PLAT-8875 (831) | Ability to manage an authorized change of Digital History Record with full audit trail | |
| PLAT-8883 (814) | Ability to view, display and and print accurate and complete records, including any attachments, electronic signatures and their associated audit trails. | |
| PLAT-8885 (813) | All data shall be Attributable; data must be identified to the person who did the data collection. Records shall include information about how the data was acquired, action/activity performed, where and and when | |
| PLAT-8888 (811) | All records, electronic signatures, and audit trails must be protected to ensure they are readily retrievable throughout a pre-configured retention period. | |
| PLAT-8890 (810) | Provide managed authorized access to all records and electronic signatures including data, information, configurations, and data files. | |
| PLAT-8891 (816) | The manifestation of an electronic signature should contain the user's full name, date & time, meaning of signature human readable format; the record itself should contain these elements. | |
| PLAT-8893 (815) | Provide an unalterable and enduring link between records and their associated electronic signatures; they cannot be removed, changed, copied, transferred or deleted. | |
| PLAT-8896 (809) | All records and electronic signatures have to include an accurate date and time stamp. Date & time stamps shall be configurable with the possibility to include the day, month, year, hour, minutes, seconds and time zone. | |
| PLAT-8899 (43) | All user maintenance activities shall be recorded. | |
| PLAT-8901 (827) | Ability to capture data during App execution and identify the data with the version of the App that was used and its status in the workflow. ie. be able to identify if data was generated during App testing, review or approved states. | |
| PLAT-8902 (817) | Ability to require multiple electronic signatures for a record. Ie co-signer, verifier, etc. | |
| PLAT-8903 (821) | Ability to define access security levels for records and electronic signatures. Ie. user groups and user roles and their associated priveleges to system resources and data | |
| PLAT-8904 (820) | Electronic signatures have to be secured and not allowed to be falsified. They can only be used by their genuine owners. | |
| PLAT-8905 (819) | All electronic signatures have authenticate the signatoree by two distinct elements (e.g. username and password; at least one being a private element), or a secure unambiguous biometrics system that cannot be used by anyone other than their genuine owner. | |
| PLAT-8906 (818) | If more than one signature is required the electronic signature shall capture the role of each signatoree. Eg. trainer, verifier, co-signer, etc. | |
| PLAT-8931 (19) | Provide the ability to configure an e-signature requirement for any master data definition or model's status transition in the approval workflow | |
| PLAT-8935 (111) | Provide managed way to modify equipment model definitions with full audit trail. | |
| PLAT-8939 (35) | Automatic logout user from system after a configurable amount of inactivity time | |
| PLAT-8941 (31) | User record has to include valid full name |
Integration
Integration
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8723 (238) | Ability to add equipment context to historize time series data | |
| PLAT-8768 (438) | Ability to define and execute a material transfer order to store material in sample inventory | |
| PLAT-8770 (437) | Ability to define and execute a material transfer order to issue material from sample inventory | |
| PLAT-8771 (436) | Ability to query from externals system the available material in sample inventory. ie samples stored in freezers, incubators, etc | |
| PLAT-8774 (433) | Material transfer orders to external system shall contain sample information (ID, name, description) and location information (room, storage equipment, location in equipment). Ie. room name, floor number, freezer id, location in freezer, etc. | |
| PLAT-8775 (62) | Data from integrations is historized, stored for use in trending and analysis | |
| PLAT-8777 (59) | Ability to integrate legacy equipment or devices as an IIoT end-point | |
| PLAT-8779 (58) | Allow integration of advanced IIoT end-points for interaction with equipment and collaboration with devices | |
| PLAT-8781 (57) | Allow integration of simple IIoT end-points for data input and capture | |
| PLAT-8782 (63) | Data from connected end-points can be sent to other connected end-points | |
| PLAT-8783 (65) | Data from connected end-points can be sent to other content | |
| PLAT-8786 (64) | Data from connected end-points can be sent to connected core systems (MES, QMS, PLM, LIMS, and Sample Inventory) | |
| PLAT-8791 (844) | Ability to transfer or send history records to external system of record. Record can be transferred in their entirety at the completion of a process or in parts as steps in the process are completed | |
| PLAT-8793 (836) | Ability to retrieve information from external a system of record so that Apps can get the required information for execution fo a specific process step. | |
| PLAT-8821 (236) | Ability to capture time series data from (historize) manufacturing equipment | |
| PLAT-8823 (234) | Ability to send and receive data from legacy equipment or devices | |
| PLAT-8825 (23) | Ability to use biometric devices for login and authentication. | NA (Deprecated) |
| PLAT-8828 (149) | Ability to provide access to relevant documents such as SOPs at process step | |
| PLAT-8829 (26) | Ability to authenticate all defined users with a unique username and password using a single sign-on (eg. oAuth, LDAP, Active Directory, etc). | |
| PLAT-8832 (242) | Ability to retrieve all historized information for a specific equipment with date-time filters | |
| PLAT-8834 (239) | Ability to capture (historize) alarm and event information from equipment | |
| PLAT-8836 (431) | Ability to automatically submit sample transfer order to external material system. | |
| PLAT-8837 (342) | Ability to automatically capture data from process equipment in fermentation production | |
| PLAT-8868 (101) | Ability to use a scale and record scale readings like (but not limited to) Zero, Tare, Gross Weight, Net Weight | |
| PLAT-8870 (100) | Ability to retrieve, examine, and view batch/lot and material attributes used in the processing step (e.g. potency), from external source. |
Intelligence
Analytics
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8790 (245) | All tracked information must be available for analysis | |
| PLAT-8795 (833) | Abillty to view and perform analysis on all captured data, including audit trail and annotations | |
| PLAT-8796 (832) | Ability to view and perform analysis on audit trail data | |
| PLAT-8798 (465) | Ability to query history records by any related dimension. Ie. equipment, user, work order, material, time, duration, etc. | |
| PLAT-8800 (464) | Ability to perform analysis on batch/lot and material history records. Ie query history records based on any attribute of the material |
Reporting
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8728 (249) | Provide the ability to print the material history record | |
| PLAT-8731 (248) | Ability to define and maintain batch record documentation for regulatory compliance (electronic batch record) | |
| PLAT-8733 (246) | All tracked information must be available for reporting | |
| PLAT-8736 (847) | Ability to view complete history record for material item production (Digital History Record). | |
| PLAT-8739 (463) | Ability to browse (view and display) forward and backwards batch/lot and material genealogy at all level of the material tracking hierarchy. | |
| PLAT-8741 (462) | Ability to view and display the material history record for a specific batch/lot and material | |
| PLAT-8984 (244) | Ability to view and print a version of App that define a specific Master Batch Record (MBR) or Master Device Record (MDR) |
Visualization
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8711 (13) | Provide visibility to approvals or tasks by user, group, role. | |
| PLAT-8718 (20) | Provide visibility to dependencies of master data definitions and models on model components. ie where used information on master data definitions, models and model components | |
| PLAT-8742 (247) | All tracked information must be available for visualization | |
| PLAT-8744 (21) | Ability to search, view and report on master data based on tags/labels | |
| PLAT-8749 (61) | Data from connected end-points can be visualized in graphical format such as gauges, indicator, dial, scales, etc. | |
| PLAT-8751 (60) | Data from connected end-points can be visualized as simple metrics |
Models and Master Data
All Models
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8705 (10) | Content can have multiple tags/labels to help with sorting and finding content | |
| PLAT-8714 (853) | Provide the ability compare version of master data definitions and models including Apps, Connectors, Tables, and Components. | |
| PLAT-8746 (104) | All tracked information must be accessible and viewable for users in a workflow. | |
| PLAT-8753 (18) | Provide ability to manage one or more master data definitions or models simultaneously | |
| PLAT-8755 (16) | Manage the release to use of content based on approval status. | |
| PLAT-8758 (15) | Provide ability to apply status to managed content. E.g. Development, In Review, Released, Published, etc. | |
| PLAT-8760 (11) | Provide a configurable workflow for approval of new or modified content (including connectors, components, tables) | |
| PLAT-8761 (290) | Provide managed process execution that guides the user through the production process as defined in a Production Model including the workflow, process logic, validation requirements, process parameters, material inputs and material outputs. | |
| PLAT-8762 (22) | Ability to configure collections of user/reason codes to be used for classification of events and data during execution and defined in master data and model elements. | |
| PLAT-8914 (99) | Ability to display the acceptable quality limits to the operator during the execution with an indication of whether the current value is inside/outside the limits. | |
| PLAT-8924 (93) | App has to provide navigation between process steps from external input. Ie. scanner, button, switch, I/O triggers, etc. | |
| PLAT-8926 (91) | Ability for content to have text, drop down and check box fields for user input | |
| PLAT-8929 (90) | Ability to configure job aids for assistance. e. click on "help" to get instructions or show how-to procedure | |
| PLAT-8950 (52) | Content must have configurable workflow to require a review and approval by people with appropriate authority before they are published for use in production. | |
| PLAT-8953 (50) | Disallow deletion of content that have been used in execution of a work order or material processing. | |
| PLAT-8955 (49) | Provide a managed way to configure and maintain content including creating, copying, editing, making obsolete, and deleting. | |
| PLAT-8957 (459) | Ability to add additional information about content in the content repository including description, installation instructions, and rating. | |
| PLAT-8958 (77) | Ability for content to display relevant process and production data as a metric. Ie. number, gauge, indicator etc. | |
| PLAT-8961 (70) | Tulip has to display the current batch/lot currently being worked on | |
| PLAT-8962 (67) | Ability to build apps consisting of a number of pre-configured app components. ie for modularity and consistency | |
| PLAT-8965 (53) | All content must have configurable version control. | |
| PLAT-8966 (78) | All contents have to guide operators thru the process steps in an easy intuitive manner. Ie. easy navigation between process steps | |
| PLAT-8968 (458) | Provide a managed content repository to manage the distribution and deployment of content . Ie App "store" or "exchange"; a library of components | |
| PLAT-8970 (84) | Ability for content to guide operator thru the execution of a process flow model | |
| PLAT-8972 (83) | Ability to configure signature to complete a process step. | |
| PLAT-8975 (82) | Ability for apps to display complex graphical media with zoom/enlarge capability including PDF, JPEG, PNG, and VGS. | |
| PLAT-8977 (81) | Ability to display rich media including Photo (JPG, BMP, PNG format), Video (MP4, MOV format) | |
| PLAT-8978 (89) | Ability to configure alerts based on criteria of the entered data | |
| PLAT-8980 (88) | Ability to designate certain content fields to be required for data entry | |
| PLAT-8982 (87) | Content screens can be populated to the extent possible based on context of entered data. Ie. text fields, drop downs for users to selection, etc. | |
| PLAT-8985 (80) | Ability for content to display documents including PDFs, formatted text, spreadsheet, diagrams, etc.. Ie work instruction documentation, product specification | |
| PLAT-8987 (79) | All content has to display the current process step that is being worked on |
Equipment
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8907 (158) | Disallow deletion of equipment model definitions that have been used in execution of a work order or material processing | |
| PLAT-8910 (157) | Provide a managed way to configure and maintain definitions of equipment models including creating, copying, editing, making obsolete, and deleting. | |
| PLAT-8912 (153) | Ability to configure actions for automaton system or equipment alarms by alarm severity | |
| PLAT-8917 (163) | The equipment model should have definition of capability, availability, status, and reservations. | |
| PLAT-8918 (162) | The equipment model should have definition of equipment classes and equipment groups. | |
| PLAT-8922 (160) | Support equipment model definition using hierarchies and equipment classes | |
| PLAT-8932 (345) | Track current equipment current status and state transitions. State transitions including status before and after transition will be included in the equipment history logs. | |
| PLAT-8933 (201) | Ability to define specialized equipment parameters and configuration for a process step based on assigned equipment or equipment class. Ie liquid handling and hitpick parameters or setup configuration | |
| PLAT-8934 (197) | Ability to collaborate on definition of models including ability to simultaneously author/change model definition for equipment, material and production. | |
| PLAT-8936 (186) | Ability to define and maintain equipment attributes. | |
| PLAT-8942 (71) | Tulip has to display the current equipment being utilized if applicable | |
| PLAT-8944 (170) | Provide a managed way to configure state models so that state models can define definitions of configurable transition rules. The rules may be dependent on equipment status, material attributes, batch.lot attributes, etc. | |
| PLAT-8945 (169) | Provide a managed way to configure and maintain a state model for an equipment, equipment group or equipment class with allowed transitions (eg. "running" and "not running" - running state; "clean", "in use", "not clean" - cleaning state) | |
| PLAT-8947 (167) | As an operator I need to be able to identify equipment used in operation by a unique name, number or identifier | |
| PLAT-8949 (164) | When building Apps, I want to be able to assign equipment to a location where it can be used |
Material
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8884 (95) | Ability to view material information for a batch/lot in an App. Information includes all material as part of a material hierarchy, ie. cohort, plate, well, etc.) | |
| PLAT-8886 (94) | Ability to view material dispatching lists in a content. | |
| PLAT-8887 (190) | Ability to define a UoM and the conversion formulas and rules between UoMs | |
| PLAT-8889 (188) | Standard non configurable material attributes must include quantity, UOM, status, expiration date, location, process step | |
| PLAT-8892 (96) | Ability to view batch/lot dispatching lists in content | |
| PLAT-8894 (103) | Ability to guide operator in execution of sampling plan. Ie extract materials from batches/lots and disposition of sample material | |
| PLAT-8895 (180) | Ability to propagate material attributes to associated materials in the material tracking hierarchies. e.g. assigning material attributes to final product from intermediates. | |
| PLAT-8897 (179) | Ability to assign material properties to any level of the material tracking hierarchy | |
| PLAT-8898 (178) | Provide a configurable multi-level material tracking for batch, lot, plate/tray, well, unit, flask. | |
| PLAT-8900 (136) | BOM shall include definition of quantities and UOM for each BOM element | |
| PLAT-8940 (102) | Ability to display sampling plan requirements to user |
Production Models
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8713 (115) | Provide managed library of process and production model components or modules to be used in process and production model definitions | |
| PLAT-8719 (130) | Ability to define criticality of process parameters in the process. Ie identify data columns as critical to quality. | |
| PLAT-8804 (150) | Ability to define steps and procedural elements that are triggered by time-based events such as timers or date-time. | |
| PLAT-8806 (148) | Ability to provide multi-media work instructions | |
| PLAT-8808 (147) | Ability to provide formatted textual work instructions | |
| PLAT-8810 (133) | Ability to parameterize a process and production model definitions. Ie. create generic definition using parameterization that are substituted by specific production order information prior to release to production. | |
| PLAT-8811 (255) | Ability to verify that equipment (room, suite, area, etc.) meets routine cleaning requirements and prevent process start if cleaning status requirement is not met prior to start of processing. | |
| PLAT-8813 (252) | Verify equipment is in an appropriate state to begin processing. Eg. clean, calibrated, not already in use, etc. | |
| PLAT-8815 (154) | Ability to use process values from previous process steps in any procedural element or step workflow. | |
| PLAT-8817 (151) | Ability to configure allowed overrides for steps and procedural elements. An override can be allowed for out of spec conditions and can require additional approval using e-signature | |
| PLAT-8818 (333) | Ability to execute processing logic and data collection triggered by equipment state transitions | |
| PLAT-8819 (27) | Provide a managed way to define label templates and formats with process and operation specific parameters. Ie. parameters are replaced with specific values when labels are processed for printing during process execution | |
| PLAT-8820 (346) | Provide a managed way to capture equipment events during production processing. All events will be logged with cause and timestamp. These events may be - Stop causes, Downtime events, Breakdowns, Repair, Etc. | |
| PLAT-8827 (98) | Ability to view current process step in the context of the executing production model. | |
| PLAT-8847 (119) | Ability to configure procedural elements for work on orders, materials or equipment in a workflow | |
| PLAT-8850 (118) | Ability to configure steps and states for work on orders, materials or equipment in a workflow | |
| PLAT-8854 (124) | Ability to define procedural elements in process and material workflows that can be repeated in sequence, ie configurable number of iteration of the same step both min. and max. number of iterations. | |
| PLAT-8856 (123) | Ability to define process and material workflows structures that can be executed in sequence with one another | |
| PLAT-8857 (122) | Ability to define process flows that can be executed in parallel with one another | |
| PLAT-8859 (121) | Ability to define procedural sequences with relevant process information that can guide an operator through task execution. | |
| PLAT-8862 (127) | Disallow completion of work until all required processing steps have been performed. i.e. disallow batch close when there are incomplete processing steps. | |
| PLAT-8864 (125) | Ability to define conditions to route process between steps in the workflow. These conditions can be based on state change in other steps or time constraints, equipment status, critical alarms, completion of other steps or defined timers. |
Non functional
Maintenance
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8766 (850) | Ability to test Apps in production execution during the development and review process. | |
| PLAT-8822 (46) | Provide safe and reliable start-up and shut-down of the system securing complete system and data integrity. | |
| PLAT-8824 (42) | Ability to monitor and control data exchange on all interfaces with message and error logging. | |
| PLAT-8826 (41) | Support the upgrade of all configured information and maintain data integrity when updating or upgrading application software versions. | |
| PLAT-8830 (835) | The solution including Apps, data and connectors shall be able to be installed on prem. | NA (Deprecated) |
| PLAT-8831 (834) | The solution including Apps, data and connectors shall be provided as a service. Ie Software as a Service | |
| PLAT-8833 (55) | Provide a managed way to subscribe or install content in a specific workstation or processing area | |
| PLAT-8835 (47) | Manage access to system administration and maintenance functions to users with appropriate privileges | |
| PLAT-8838 (840) | Ability to support multiple languages and specialized characters. |
Performance
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8765 (838) | Comply with customer specific Recovery Point Objectives (RPO). Eg. RPO of 0 hours, so that no data is lost upon failure. | |
| PLAT-8767 (843) | Apps need to support business critical operations and comply with downtime requirements as defined in SLAs. Eg. downtime is only scheduled during non-production hours, or agreement with customer. | |
| PLAT-8769 (842) | Support specific number of concurrent users as defined by customer license agreements and SLAs | |
| PLAT-8772 (841) | Apps need to support business critical operations and comply with customer specific uptime requirements as defined in SLAs. Eg. 99.99% | |
| PLAT-8773 (839) | Comply with customer specific Recovery Time Objectives (RTO). Eg. 72 hours, so that no more than 3 day’s production is lost in the event of failure |
System
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8716 (14) | Ability to automatically escalate overdue approval or tasks. | |
| PLAT-8734 (852) | System must provide accurate time server synchronization and shall utilize the same time source. | |
| PLAT-8776 (34) | System date and time cannot be changed by users during normal operation and production execution. Only admin with appropriate privileges can change system date and time. | |
| PLAT-8778 (12) | Ability to assign and notify multiple users for a given approval workflow of all content. | |
| PLAT-8780 (105) | Support of Tulip operation on mobile devices | |
| PLAT-8784 (40) | Support leap years date adjustment automatically | |
| PLAT-8785 (39) | Support daylight saving time bi-annual hour changes | |
| PLAT-8787 (38) | Date and time must be displayed in the current locale | |
| PLAT-8788 (72) | App has to display the time elapsed since starting a process step | |
| PLAT-8789 (66) | Tulip can be used in environment where operators wear gloves. i.e. sterile or clean areas where the operator is gowned up and has gloves on | |
| PLAT-8792 (56) | Apps can be used without external keyboard and mouse. | |
| PLAT-8794 (461) | Only approved content can be used for production execution activities | |
| PLAT-8797 (851) | Provide portability of configuration and components with full version, audit trail and history information. Ie. models and components can be exported and imported between environments and instances. | |
| PLAT-8799 (75) | Ability to send notifications from any content screen. Ie. email, txt message, alarms. | |
| PLAT-8801 (73) | Ability for apps to display rich media. ie. audio video | |
| PLAT-8989 (PLAT-8989) | Display Device authorization can be managed centrally with the ability to create multiple devices at once |
Production Management
Execution
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8729 (260) | Ability to track equipment use in production execution by material unit and work order. | |
| PLAT-8730 (259) | Ability to scan and read auto-id codes generated or used by other other systems and capture their data into the material history record. | |
| PLAT-8732 (258) | Ability to complete steps with process values that are not within the predefined limits if appropriate exception/deviation information and approval is entered | |
| PLAT-8735 (293) | Track process execution of the Production Models by Apps | |
| PLAT-8737 (292) | Ability for Apps to record completion of a process step with all related information | |
| PLAT-8738 (291) | Provide sequence management of process steps so that Apps can get required information for execution of a specific process step | |
| PLAT-8740 (267) | All process execution activities have to be recorded in history log and include the ID of user that is performing the activity and date-time stamp | |
| PLAT-8743 (296) | Prompt for, verify and capture an e-signature as part of a step execution if an e-signature is required in the step's configuration | |
| PLAT-8745 (295) | Verify that all required data has been entered and collected as prescribed by the step on completion. Disallow to progress on execution path if verification fails | |
| PLAT-8747 (302) | Ability to re-execute process step with override of constraints of the process step configuration in the Master Recipe or material workflow. In such a case an extra e-signature can be required. | |
| PLAT-8748 (301) | Ability to re-execute process step respecting any constraints of the process step configuration in the process flow. | |
| PLAT-8750 (300) | Provide a managed and authorized way to capture (log) and document any comments or exceptions during process execution. | |
| PLAT-8752 (298) | Require e-signature for exception of specific configured risk categories. Ie for high severity or high risk exception require the capture of an e-signature in the history record | |
| PLAT-8754 (358) | Provide configurable way to review exceptions | |
| PLAT-8756 (329) | Verify entered data is within configured limit and tolerances as configured in the Master Recipe or material workflow process step, and material model. Allow authorized override of this constraint based on configuration | |
| PLAT-8757 (327) | Ability to route and disposition materials based on results of sample testing (off-line) and/or quality testing (in-line) Eg. hold, reject, scrap, or release materials based on sample result | |
| PLAT-8759 (326) | Ability to route and disposition materials based on sampling plans Eg. hold or future hold materials until sample testing results are available | |
| PLAT-8763 (406) | Ability to consume by pre-configured unit of measure (UoM) quantities such as weight, volume, etc. | |
| PLAT-8764 (297) | Provide a managed and authorized way to capture (log) and document any deviation from normal process execution as exceptions. An exception log will include a reason, risk category, and comments. | |
| PLAT-8921 (330) | Ability to automatically or manually log an exception when data is not within configured limits and tolerances. Disallow process completion until exceptions have been logged with configured e-signatures and any authorized overrides have been processed | |
| PLAT-8952 (86) | Tulip has the ability to capture photos during execution. | |
| PLAT-8954 (857) | Ability to print configured labels for sample materials | |
| PLAT-8956 (85) | Tulip has the ability to upload photos and videos as part of execution. | |
| PLAT-8967 (76) | Ability for content to display relevant process and production data in either graphical format. Ie. pareto, bar graphs, pie graph | |
| PLAT-8969 (428) | Ability to adjust batch/lot and material quantities related to sample plan execution |
Monitoring and Tracking
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8876 (427) | Ability to track material attributes during production operations with associated capabilities to browse their history and their trending e.g. temperature, assays, etc. | |
| PLAT-8908 (396) | Ability to track and list materials for a work order for reconciliation. | |
| PLAT-8909 (394) | Ability to track unloading of material from a load-carrier | |
| PLAT-8911 (393) | Ability to track loading of material to a load-carrier and its location within the load carrier. Ie. material in a well, plate, flask, tank, tote, etc. | |
| PLAT-8913 (392) | Ability to track materials handled in load-carriers. | |
| PLAT-8919 (407) | Ability to track of material waste and scrap as part of the production process execution. | |
| PLAT-8923 (405) | Ability to manage and track material consumption as part of a process step. Material consumption may include processing, weighing, dispensing, etc. | |
| PLAT-8925 (390) | Ability to track materials associations using the material tracking model. Ie. track physical material in tray location, trays in batches (Cohorts). | |
| PLAT-8927 (389) | Ability to track material movement history. Ie. path of material in the production process | |
| PLAT-8928 (388) | Ability to track material inventory and its physical location. | |
| PLAT-8930 (385) | Ability to track equipment location for mobile equipment. The equipment log will include the equipment's location history or path. | |
| PLAT-8951 (25) | Material history records must include exception approval log. | |
| PLAT-8959 (317) | Ability to track multiple dispensing of the same material continuously for different work orders or batches/lots as part of a campaign | |
| PLAT-8960 (309) | Ability to track use of one source material or load-carrier used for multiple orders Eg. bulk material that is used for different products. | |
| PLAT-8963 (303) | Ability to track batch/lot and material rework based on the Master Recipe or material workflow configuration. | |
| PLAT-8964 (261) | Ability to track equipment substitution during process execution. | |
| PLAT-8971 (354) | Ability to track material association to work order and production order at all levels of material tracking hierarchy | |
| PLAT-8973 (352) | All tracking history information must be retained for historical review and analysis for a configurable retention period | |
| PLAT-8974 (351) | All material tracking history will include date and time stamps | |
| PLAT-8976 (350) | All material tracking history will include context of material hierarchy levels | |
| PLAT-8979 (363) | Ability to track and maintain forward and backwards batch/lot and material genealogy at all level of the material tracking hierarchy. Ie view, analyse and query material genealogy | |
| PLAT-8981 (357) | Ability to track material consumption and use at all levels of the material tracking hierarchy. | |
| PLAT-8983 (356) | All tracked information and logs will be available as part of material and process history records. | |
| PLAT-8986 (349) | All material tracking history will include context of equipment used in processing | |
| PLAT-8988 (348) | All material tracking history will include context of the operator performing the activities | |
| PLAT-8990 (337) | Ability to track material consumption in a process step. Material consumption may include processing, assembly, weighing, dispensing, etc. |
Planning
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8717 (202) | Ability to define effectivity to and from dates for content |
Preparation and Dispatching
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8839 (457) | Ability to define work order types to indicate special processing or release procedures. Ie normal, testing, prototype, validation, rush, etc. | |
| PLAT-8840 (456) | Ability to define and dispatch work orders for the different segments of the manufacturing operation. | |
| PLAT-8841 (289) | Ability to exclude a work order from the dispatch list. | |
| PLAT-8877 (274) | Ability to start processing for work orders by starting to track material (batches, lots, units, etc.). Tracking information should respect tracking hierarchy (kits, trays, wells, flasks, jigs, etc.) | |
| PLAT-8878 (253) | Disallow steps from completing until the correct material, material quantity, has been consumed or identified | |
| PLAT-8879 (288) | Ability to track dispatching of work orders and materials to production once they are released. | |
| PLAT-8880 (278) | Dispatch priority of work orders and batches/lots can be controlled using predefined configurable dispatching strategies | |
| PLAT-8881 (277) | Ability to view dispatching list by equipment. Ie for any element of the equipment hierarchy such as area, machine, work center, etc. | |
| PLAT-8882 (276) | Work order have to be approved and released for production before any material can be started. Ie starting batches/lots |
Resource Management
Equipment Control
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8715 (231) | Ability to transfer configuration and parameters to equipment for process setup | |
| PLAT-8842 (185) | Ability to define quantity and capacity constraints for equipment | |
| PLAT-8843 (168) | Ability to provide an equipment inventory list by use. Ie. material batch/lot (Cohort), Master Recipe, material workflow, equipment model, etc. | |
| PLAT-8844 (372) | Track the real-time status of all equipment instances | |
| PLAT-8845 (371) | Ability to control automated equipment state (start, stop, pause, resume, etc.) during the execution of a process step. | |
| PLAT-8846 (344) | Ability to track all equipment status and movement if relevant. Ie. equipment tracking history or equipment logs will contain complete history of activities performed by or on an equipment | |
| PLAT-8848 (900) | Equipment & cleaning log - The system must be able to create logs for registration of use, maintenance, calibration & cleaning of equipment and rooms. | |
| PLAT-8849 (450) | Ability to guide operators through equipment specific tasks. Ie loading and unloading of trays, setup, cleaning, etc. | |
| PLAT-8851 (386) | All maintenance activities on equipment will be tracked and maintained as part of the equipment logs. i.e. calibration, PMs, repairs, etc. | |
| PLAT-8852 (378) | Ability to assign operators to equipment or equipment group at login. | |
| PLAT-8860 (97) | Visibility to equipment allocation during work order and batch/lot execution to determine future equipment availability during dispatching activities |
Material Control
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8853 (426) | Ability to transfer sample material as defined in sampling plan | |
| PLAT-8855 (391) | All materials must be identifiable through auto-id (e.g. barcodes) | |
| PLAT-8858 (215) | Ability to receive production order from a system of record with associated material list |
User Control
| ID | Requirement | Implemented By |
|---|---|---|
| PLAT-8802 (28) | Provide a method for defining privileges to Master Data access and modification by role at element level. Eg. configuration of role or user group for a App or App component and what privileges they have such as view, comment, edit, approve, etc. | |
| PLAT-8803 (380) | Ability to manage and track multiple users as working on the same process step. Ie. process execution of work order, batch, lot, material, etc. | |
| PLAT-8805 (375) | The user model includes ability to define access control for execution of model components. Ie. users, roles, groups that are allowed to execute a process step, data collection, completions, etc. | |
| PLAT-8807 (32) | All Users have to be uniquely identified | |
| PLAT-8809 (29) | Access and use of system and its components shall be limited to authorized users. | |
| PLAT-8812 (854) | Creation, change, and cancellation of access authorizations should be recorded. | |
| PLAT-8814 (45) | Ability to send notifications about any disabled user accounts within 1 minute of occurrence | |
| PLAT-8816 (44) | Ability to revoke user access to the system both permanently and temporarily with appropriate authorization | |
| PLAT-8861 (24) | Provide a managed way to define and maintain definitions of a user model including creating, editing, and disabling of users. | |
| PLAT-8863 (114) | The user model includes ability to define access control to all elements of the system including libraries, administration, transactions, functions, apps, integrations, analytics, reporting, etc.c |