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How to Create a New Lab Report
How to Create a New Lab Report
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

Before sending a Bulk Lot sample for external testing, create a new lab report to document the sample and input shipping information. Follow the steps below to create a new lab report.

Required permission(s): production_read, lab_report_create

  1. In the Productions module, select a production.

    [img production-profile]

  2. Select a Bulk Lot. This opens the Bulk Lot's Profile.

  3. Open the Lab Reports tab.

  4. Click New to open a blank Lab Report page.

  5. Fill in any applicable fields in the Sample Details and Tracking sections. Leave all other fields blank until the laboratory returns a Certificate of Analysis–or COA.

    • Status: The sample's status. When sending out a new sample for analysis, select Pending.

    • Sample Weight: The sample's weight, in grams.

    • Sample Volume: The sample's volume, in millilitres. This field only appears for Extracts, Topicals, and Edibles - Non-Solids Bulk Lots.

    • Sample Units: The quantity of discrete units included in the sample. This field only appears if the Bulk Lot uses discrete units as a unit of measure.

    • Sample Sent: Indicates whether or not the sample has been sent to an external lab for testing.

      • If Sample Sent is set to Yes, a field will appear to list the date on which the sample was sent. The Date Sent field will default to the current date, but can be edited as necessary. You should always mark a sample as "sent" on the same day the sample is physically sent to the lab.

    • Product Underwent Sterilization: Indicates whether or not the sample has undergone gamma irradiation or another sterilization process.

    • External Test: Indicates whether or not an external laboratory will perform the testing. Some licence holders perform internal testing for QA purposes. However, cannabis from a Bulk Lot cannot enter the licence holder's inventory until the lot has received a COA from an external lab.

    • Carrier Oil: The base oil used to dilute cannabis oil. This may be olive oil, MCT oil, hempseed oil, or another carrier. This field only appears for Extracts Bulk Lots.

    • Sending Method: The method by which the sample was transported to the lab.

    • Tracking Number: The sample's tracking number.

    • Date Received: The date on which the laboratory received the sample.

  6. Click Save to save the new lab report.


As soon as the external laboratory returns a Certificate of Analysis (COA), Update the Lab Report with COA Results and set the lab report as Active. Once the Bulk Lot has an active lab report, Release the Bulk Lot.

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