Clarix
Batches

Review by Exception

Triage batches flagged for QA attention — low yield, failed steps, open deviations, and amendments.

Review by Exception

The Review by Exception (RBE) page at /batches/rbe surfaces every batch that needs QA attention in one consolidated view — instead of manually checking each batch record individually.

Review by Exception page

What gets flagged

A batch appears in the RBE view when one or more of the following conditions is true:

FlagCondition
Low yieldBatch yield is below the configured threshold (default: 85%)
Failed stepOne or more steps recorded an out-of-tolerance value
Open deviationA deviation is linked to this batch and is still open
Amendment pendingA step correction (amendment) has been requested and not yet approved
Deviation requiredYield below the block threshold (default: 75%) and no deviation opened yet
QA holdBatch has been manually placed on QA hold

Using the RBE view

  1. Navigate to BatchesReview by Exception from the top of the batch catalog, or directly via /batches/rbe.
  2. Each row shows the batch number, formula, technician, current status, and all active exception flags.
  3. Click a batch row to open the full batch record and review the details.
  4. From the batch record you can: approve or reject the batch, link a deviation, or close an amendment request.

Who should use this

Role recommended: QA Officer, QA Manager, Pharmacist-in-Charge

This view is designed for QA officers who are responsible for reviewing multiple batches each day. Rather than scanning the full batch catalog, use RBE as your daily starting point — if a batch isn't in this list, it meets all thresholds and is ready for normal review.

Clearing flags

Flags clear automatically when the underlying condition is resolved:

  • Low yield flag — clears when the deviation is opened and linked to the batch
  • Failed step flag — cleared by submitting a step amendment and having it approved
  • Open deviation flag — clears when the linked deviation is closed
  • Amendment pending — clears when the amendment is approved or rejected by a QA officer

Integration with bulk actions

After triaging the RBE list, use the main batch catalog's multi-select to bulk-quarantine or re-assign problematic batches. See Bulk Actions for details.

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