Batches in GrowerIQ are groups of clones or cannabis inventory that are going through processing or cultivation in some way. Once a batch has reached the end of its batch plan (see below), you can create lots from it.
In this article:
Creating/Adding to a Batch
You can add clones or cannabis inventory to a batch (or create a new one) from:
Mothers (Propagate Clones button)
Received (purchased) inventory (Transfer Inventory to Batch button)
Lots (Transfer Inventory to Batch button)
Batch Plans
The way a batch progresses through processing or cultivation depends on the batch plan. The batch plan depends on what it's made up of and what its end type is, which is decided based on the mothers' or cannabis inventory's end type that was chosen when they were created.
An example of a batch plan is Propagation > Vegetative > Flowering > Harvesting.
Another example is Processing > QA.
Merging Batches
Note: You can only merge batches if they meet the merging conditions.
To merge batches:
Go to Cultivation & Processing > Batches.
Select the checkbox for each batch you want to merge.
If you are merging child batches back with their source batch, you can select just one of the child batches, then click Select Source and Child Batches.
Click Merge Batches. A modal will appear.
Select whether to create a new batch or use an existing one.
If you create a new batch for the merge, the original batches will be emptied and archived.
If you merge into an existing batch, the other batches will be emptied and archived.
Applying an Action to More Than One Batch
To save time, you can apply an action (activity), such as Move Rooms, to multiple batches simultaneously. (See the section below for the icons and descriptions of the activities.)
Here are the activities you can apply in this way:
Add Insects
Add Links
Add Pesticide
Advance Stage (if all the selected batches are in the same stage)
Create Activity Log
Defoliate Plants
Flush Plants
Log Fertigation
Move Rooms
To do this:
Go to Cultivation & Processing > Rooms. Each of your rooms is displayed, along with the zones within them.
Click all the zones the applicable batches are located in. A list appears at the bottom of the page. It is populated with the batches located in the zones you selected.
Select the checkmarks for the batches you want to apply the same action to, then click VIEW ACTIVITIES at the bottom of the page. The batches and applicable activities are shown on a new page.
Click the activity you want to perform and fill out the fields in the modal that appears.
Note: An activity will only be available if it can be applied to all the selected batches.
Batch Actions
Go to Cultivation & Processing > Batches. A list of batches is displayed. Click the ID of the batch you want to work with.
The batch plan along with its current stage is shown at the right side of the page.
Changing the Date/Length of Stages
You can manually set the start date of a batch's stage if it differs from the date the Advance Stage button was clicked in the app. If the stage hasn't been reached yet, you can manually set the number of days you expect the stage to last.
Under the Batch Plan tab on the batch's page, click Edit at the top-right, then click the date field of any listed stage and select the true start date if the stage already passed, or enter the predicted number of days the stage will last if it hasn't happened yet. Click Save at the bottom of the page when you're done.
Editing the End Type (Changing the Batch Plan)
You can override the automatically generated end type for the batch (and therefore its batch plan) as long as it hasn't been advanced to the QA stage yet.
Under the Batch Plan tab on the batch's page, click Edit at the top-right, then click the Batch End Type drop-down menu at the top-left. Click Save at the bottom of the page when you're done. The batch plan changes to reflect the new end type.
All Batch Activities
Use the buttons on the batch's page to perform actions on it. This is a list of all actions. The ones actually available to a specific batch will depend on what stage it's in.
Use this to move the batch to the next stage in its batch plan. You can see the current stage it's in at the right side of the page. In some stages, this button will not appear until you've performed all the required activities. See Working Through a Batch Plan for details.
Use this to create a sample for QA testing. You'll specify the details of the sample, and then the sample will appear on the Samples page (QA > Samples).
From there, you can select the sample and send it to the lab for testing. Then the option to record results becomes available.
Once results are recorded on the QA side, it will appear on this batch under the Lab Results tab.
Available for batches whose end type is oil and is in the extracting stage. Use this to manually record the amount of crude oil extracted if you don't want to use the send/receive from processor features below (if that's not your workflow).
Available for batches whose end type is oil and is in the distilling stage. Use this to manually record the amount of distilled oil extracted from the crude oil if you don't want to use the send/receive from processor features below (if that's not your workflow).
Available for batches whose end type is Dry and is in the extracting stage. Use this to manually record the amount of weight resulting from the drying process if you don't want to use the send/receive from processor features below (if that's not your workflow).
Available for batches in the extracting or drying stage (if applicable to their batch plan). Use this to report when this batch is sent to a processor. The list of processors that appears in the modal is populated with CRM accounts whose type is "license holder". Once sent, this action appears under the Activity Log tab at the bottom of the page, and this button becomes Receive From Processor.
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Available for batches in the extracting or drying stage (if applicable to their batch plan) once sent to a processor (see above). Use this to report when this batch comes back from the processor to record the amount of resultant crude or distilled oil. If they provided lab results, you can include that as well. If crude oil was extracted, the next stage of the batch will be distilling, otherwise it will be QA.
Available for batches in the QA stage. Use this to specify whether the visual inspection passed or failed. If passed, this becomes the QA Review button.
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Use this to create a sample for QA testing. You'll specify the details of the sample, and then the sample will appear on the Samples page (QA > Samples).
From that page, you can select the sample and send it to the lab for testing. Then the option to record results becomes available.
Once results are recorded on the QA side, it will appear on this batch under the Lab Results tab.
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Available for batches in the QA stage once they pass visual inspection (see above). Use this to specify whether QA has determined this batch as passed or failed inspection. If it passed, the Create Lot button becomes available.
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Available for batches in the QA stage once they pass QA review (see above). With this action you can pull some inventory from the batch and create a new lot from it, or add more inventory to a lot you previously created from it.
Once a lot has been created, you can view it on the Lots page. From there, you can manage it and eventually create lot items from it, which can be shipped out.
Use this to take some inventory from this batch and create a batch from it that will appear in the QA module for extraction purposes. You specify the amount of inventory to use (in grams for solids, milliliters for liquids), the resultant extraction type (such as live rosin or gummies), and the name of the new batch.
Note: For plant batches in the Harvesting stage, this button becomes available when all the plants in the batch have been harvested.
Available for plant batches. Use this to take cuttings from the batch and add them to a new batch or an existing batch of clones of this one. Doing this will make it appear on the Batches page.
To do this:
Specify the number of cuttings to be taken from this plant.
Select the batch details:
If you select Add to an existing batch: Select the batch. The list is populated with batches containing propagated clones from this plant (if any were created previously).
If you select Create new batch: Specify the batch's name, end type, room, and start date. A new batch will be added to the Batches page.
The stages that the batch will eventually go through depends on the end type. For example, if the end type is any sort of extract, the batch will go through 2 stages: Planning and then QA.
Select the users who prepared, reviewed, and approved the transfer.
Click Confirm. You may need to scroll down to reveal the button.
Available for plant batches. Use this to create new individual mothers, create a new mother batch, or add to an existing mother batch with inventory from this plant batch.
Available for plant batches in the harvesting stage. A modal appears where you can take plants from this batch that were harvested and record the weight of the harvest.
If all plants in the batch are harvested:
The batch's unit of measure will become weight-based instead of units. The weight will be the weight that you specify for the harvest.
If some, but not all, plants in the batch are harvested:
The number of plants that you specify as harvested will be deducted from this batch (now called the source batch) and will be added to a new batch, called a child batch, for the harvest. You'll see the child batch on the batch list page (Cultivation & Processing > Batches) and you can work on it separately. The child batch's unit of measure will be weight-based, and the weight will be the weight that you specify for the harvest.
Available for plant batches. Use this to log metrics such as nutrient deficiency. The metric you are prompted for when you click the button depends on the current stage of the batch. Once you do this, you can view your entry under the Activity Log tab at the bottom of the page.
Available for plant batches. Use this to quickly log when plants are flushed instead of manually inputting a manual log through the Create Activity Log button. It also lets you log who did it. You can view this entry under the Activity Log tab at the bottom of the page.
Available for plant batches in the propagation, vegetation and flowering stages. A modal appears where you can log which part of the plant was pruned, the weight, who weighed it, and who checked it. You can view this entry under the Activity Log tab at the bottom of the page.
Available for plant batches in the propagation, vegetation and flowering stages. Use this to log defoliation that doesn't require weight reporting or a log of who performed it. You can view this entry under the Activity Log tab at the bottom of the page.
Available for plant batches. Use this to report the details when pesticide is sprayed on the plants. The list of pesticides is populated with supplies whose "type" is "Pesticides". You can view this entry of pesticides under the Activity Log tab at the bottom of the page.
Available for plant batches. Use this to report the details when insects are discovered on a plant and put into a container. The list of insects is populated with supplies whose "type" is "Insects". You can view this entry under the Activity Log tab at the bottom of the page.
Available for batches of plants. Use this to log any fertigation activity. The details logged for this activity are:
You can view this entry under the Activity Log tab at the bottom of the page.
Use this to take some inventory from this batch and put them into new or existing batches.
Select the room the batch was moved to.
When queuing the plant for destruction, a modal appears where you specify the destruction details such as the waste type. Once destroyed, the batch's status changes to "archived" and won't be listed with the active batches unless you select the Include Archived checkbox on that page.
Use this to record some action taken on the batch that you want to note. You can optionally attach a document to the entry.
You can view this entry under the Activity Log tab at the bottom of the page.
Use this to link an existing SOP document (uploaded via Documents > SOP Training), deviation report document (uploaded via QA > Deviation Report), or CAPA document (uploaded via QA > CAPAs) to this batch. The linked document will appear under the Links tab at the bottom of the page.
Use this to either download a PDF that lists everything about the batch, including its current state, any past activities performed on it, and any supplies used on it.
You can also upload your own document. It will appear under the Documents tab at the bottom of the page.
When printing labels, you specify the label template (which determines what the label looks like and what information appears on it) and the printer.
Use this to set a custom name for the batch. The new name will then appear at the top of the page and on the Batch listing page.