PharmTech.AI
Phase 3 · v0.9.8 – Voice dictation · Frozen Demo
Step 1 of 9 · Header 11%

Header & Document Control

Establish the identity of this Master Batch Record.

Voice input — click the mic next to any field, or focus a field and press the mic, then speak.
Note: Date of Manufacture is an execution field and remains blank on the master.

Equipment & Line Clearance

Define equipment first so fill level decisions are meaningful.

Drop screenshot of equipment list / line clearance form
AI extracts structured fields → you confirm before anything is written into the form.
Provenance tagged: “AI extract from screenshot – PE confirmed”.
Assistive capture · Human confirmation required
Primary Blender
Additional Equipment (optional)

Add sifters, bins, sample thieves, or other product-contact equipment used in this unit operation.

Line Clearance

Materials / Bill of Materials

Define every component. Weigh-and-verify fields are reserved automatically (G6). Charge sequence is applied automatically (polymers/diluent first → API mid → glidant → lubricant last) or by explicit chargeSequence if provided.

Drop screenshot of formulation / BOM table
AI extracts structured fields → you confirm before anything is written into the form.
Provenance tagged: “AI extract from screenshot – PE confirmed”.
Assistive capture · Human confirmation required

Critical Process Parameters

Every critical parameter must carry Target + Lower + Upper (G3).

Drop screenshot of process parameter table / development report
AI extracts structured fields → you confirm before anything is written into the form.
Provenance tagged: “AI extract from screenshot – PE confirmed”.
Assistive capture · Human confirmation required
Hard rule: Bare setpoints are rejected. Ranges required except for flagged open decisions (e.g. sieve mesh).
ParameterTargetLowerUpperUnitSource

Charging Sequence & Instructions

Ordered, imperative steps (preferred charge sequence applied automatically). High-risk decisions must be explicit. Document the rationale for the order below.

Mark any step as Critical to give it stronger visual treatment on the generated record.

    Blend Uniformity Hold Point

    Enforce a hard hold before transfer to the next unit operation (G2). Discharge to quarantined containers may precede results; release for compression/encapsulation may not.

    Drop screenshot of sampling map / BU protocol
    AI extracts map ID, approach, location count, and justification → you confirm before anything is written.
    Provenance tagged: “AI extract from screenshot – PE confirmed”.
    Assistive capture · Human confirmation required
    System Enforcement

    QU disposition required before transfer to the next unit operation is locked to Yes. Discharge under quarantine is permitted; release for compression/encapsulation is not.

    Yield Reconciliation

    Separate usable yield (product available for the next unit operation) from accountability (mass balance — everything must be accounted for). Both are required (G7).

    kg
    Defaults from material quantities or Header batch size.
    Usable Yield — product available for next unit operation
    – %
    Default 95.0 – 100.0%. This is not the same as accountability.
    Accountability (Mass Balance) — everything must be accounted for
    – %
    Default 98.0 – 101.0%. Mass in = mass out + accounted losses within this band.
    Formulas on the record

    Formula A – Usable Yield – (Actual usable quantity ÷ Theoretical) × 100. Trigger band: usable yield limits.
    Formula B – Accountability – Mass balance (inputs vs outputs + accounted losses). Trigger band: accountability limits.
    These are distinct. A batch can meet accountability and still fall outside usable yield (e.g. higher sampling / scrap).

    Discharge, Identity & Hold Control

    Control the intermediate after it leaves the blender (G8).

    Review & Generate

    Phase 3: Forced full preview + provenance attestation required before export.

    Layout binding (locked): Export uses Operator Layout Standard Rev 1.1 (landscape) + GOLD reference structure. Forced page breaks, signature spacing floors, and tall BOM rows are mandatory. No silent tightening of white space is permitted.
    Open QU Decisions (must remain visible): 1. Rescaled scoring band boundaries · 2. G3 sieve-mesh (range vs single qualified value) · 3. G5 pre-printed status words · 4. Whether D6 needs an explicit identity clause. The tool never closes these.
    Provenance (R1): Every value in the generated section must be traceable to your answers or an explicit open decision. Download JSON after review for full provenance trail. Side-by-side with GOLD is available in the frozen demo package.