Workflows
Workflows
End-to-end workflow guides for Clarix — from receiving raw materials through FDA inspection readiness.
Workflows
Clarix workflows guide you through the complete, cross-module flows that span multiple areas of the application. Each workflow page maps an entire business process from start to finish, with Mermaid diagrams, step-by-step walkthroughs, and edge case notes.
Available workflows
| Workflow | What it covers |
|---|---|
| Complete Batch Lifecycle | Formula approval through PIC release and MBR export |
| Receiving Materials to Production | Supplier receipt → QA release → batch lot assignment |
| Deviation to CAPA Closure | Deviation creation → RCI → CAPA → verification → close |
| QA Review and PIC Release | Pending QA → batch review → approve → PIC release |
| Equipment Readiness for Production | Calibration, PM scheduling, cleaning logs, batch readiness |
| FDA Inspection Readiness | Training, EM, equipment, batch records, control tower |
How to use these guides
Each workflow page includes:
- A Mermaid flow diagram showing the full process at a glance
- Step-by-step numbered walkthroughs referencing concrete Clarix screens
- Role callouts identifying who performs each action
- Edge case notes covering exception paths and what to do when things go wrong
- Cross-links to the relevant module reference pages
Note: These workflow guides assume your facility has completed initial Clarix setup (organization, users, settings). If you are setting up Clarix for the first time, start with Getting Started.