A code that is a portion of status information, which can be applied to formulas, items, and other Optiva objects. It indicates the approval status of the object.

A context attribute that designates the brand name of an object. It can be assigned to formulas, items, and other Optiva objects. Multiple brands can be assigned to an object. Context attributes can be used in searches.

An organized set of objects. An Optiva object can be assigned to one class. For example, a formula can belong to the class of finished products or the class of intermediate products, but not to both.

Known as a set in Optiva. Used in searches and to reduce the list in lookups. For example, a set of formulas can be food or coating.

This is also in security (confidential/restricted).

A unique identifier for an object, such as a formula or item. Formulas include a version number in the code, separated by a backslash, for example B-0001\001.

A function that enables you to view values of one or more objects, such as formulas, beside a base object, such as a specification.

Attributes of Optiva objects, such as formulas and items. Context information includes: brand, product type, end use, end user, manufacturing location, and selling location. You can use these attributes as search criteria.

Fields that are user-defined at each customer site. These fields are displayed on the Extension Tables tab of many Optiva forms, such as Formula and Item. The name on the Extension Tables tab can be user-defined.

A context attribute that designates the purpose of an object. End use can be assigned to formulas, items, and other Optiva objects. Multiple end uses can be assigned to an object. Context attributes can be used in searches.

A context attribute that indicates the target market of an object. End users can be assigned to formulas, items, and other Optiva objects. Multiple end users can be assigned to an object. Context attributes can be used in searches.

A view that reduces (organizes) the display of parameters, extension fields, attached documentation, items, and workflow tasks for security purposes and to make it easier to see. You select filters from the shortcut menu or a drop-down list.

A combination of ingredients and instructions. Most work that is performed by a formulator is transcribed into a formula. But the formula can represent and regulate more than that. Any business function can be represented by a formula. The Formula form specifies the characteristics of the formula and holds in one place the information that is associated with a formula, such as: ingredients and instructions, yield, brand and product information, technical parameters, byproducts, production status, genealogy, and security. Calculations and scaling can be performed on formulas.

The relationship between objects that shows the relationships of objects to its parents and siblings, its origins from other objects.

A designation of more than one user for the purpose of assigning security access to an object. Members of a specified group can be granted more access to an object than normally granted them through their role.

A code that is a portion of status information, which can be applied to formulas, items, and other Optiva objects.

An item component of the formula, listed on the Item Lines tab of the Formula form. It is also called a component. Ingredients can be of different types, such as material, raw material, and packaging.

A precursor to a regulatory label. An ingredient statement shows label text and a cumulative list of ingredients and their quantities for the formula and its sub-formula.

Descriptive text. Instructions can be created as special types of items and added to the formula.

Used in the web client Search <Object> forms to search for multiple values, such as more than one parameter value.

A generic term to describe an ingredient of a formula. Items can be: raw materials, packaging material, process equipment instructions, user instructions, cost, labor, QC test, or other formulas.

A combination of object code and version number, separated by a backslash. For example, a formula key can be B-0001\001.

A logical organization of items and formulas. Each user is assigned to one or more labs.

The format of grids within a form. You can format the order of the columns, the size of columns, the sort order, and whether to display columns.

A context attribute designating the geographic place where an object is produced. Manufacturing locations can be assigned to formulas, items, and other Optiva objects. Multiple manufacturing locations can be assigned to an object. Context attributes can be used in searches.

Used in the web client Search <Object> forms to search for missing values or to search for values that are outside of a specified range.

A unique Optiva entity, such as a formula, item, or parameter. Objects can be looked up, searched, referenced, viewed, and have a separate form for their definition.

Copying of one formula to replace the contents of another formula. Users can reuse an existing formula code.

A user that can be assigned special security access to an object. Usually owners are allowed more access than a group or role. Often the owner of an object is the user who created it.

A context attribute that designates the category of the product. Multiple product types can be assigned to an object. Product type can be assigned to formulas, items, and other Optiva objects. Context attributes can be used in searches.

Known as a program. A collection of formulas used to produce a product line. Other objects can be associated with projects, such as specifications, claim text, and tests.

An object that is attached from inside another object. In the same way that you can add items to a formula on the Item Lines tab, you can add other types of objects, such as companies or specifications on the References tab. You can edit a reference directly from the References tab. You can create a copy of the referenced object without leaving the References tab. Your system administrator configures the types of objects that you can reference.

Describes the job responsibility of a user. Security access for an object can be assigned according to the role that the user has logged in as.

Access to read/copy/modify/delete an object that is based on the owner, group, and role. Security is usually granted by an administrator.

A context attribute that designates the geographic location where an object is sold. Multiple selling locations can be assigned to an object. Selling location can be assigned to formulas, items, and other Optiva objects. Context attributes can be used in searches.

A classification for objects that can be used in searches and to reduce the list in lookups. For example, a set of formulas can be food or coating. An object can be assigned to multiple sets.

Used in comparisons to designate an object to be the basis for comparison.

An indicator for a formula or item that describes how far along in the development process the object is (status). It also describes whether to hold development or manufacture (hold), and the current level or authorization (approval).

Groups items together to keep them in the same proportion within a formula. Items are grouped if they contain the same number other than zero and 900-999 in the sub# column of the Formula form. If the amount of any of these items changes, the remaining items in the group scale to remain in proportion.

901 in this column indicates a key item.

Known as an intermediate or nested formula. A formula that is used within another formula. You add a sub-formula in the Item Lines tab of the Formula form by entering a formula code in the Formula Code column. After the sub-formula has been added, you can adjust its quantities appropriately for the formula it has been brought into. The sub-formula can have a manufacturing item code associated with it, but it is not required.

A type of object, such as formula or item.

A temporary copy of a formula or item enables you to experiment with ingredients and their amounts without losing the original formula structure. You have the choice of saving or disregarding your temporary changes. Temporary copies of objects are maintained on the machine you are using to create the copy. The copy does not show in the database unless you save it to the original object name. If you create a temporary object, other users cannot access it. If you close the form where you created the temporary object without saving it, the temporary object is no longer accessible.

A UOM is a standard used to measure and convert quantities of items. UOMs are the lowest level building block of the Optiva application. The UOMs are usually assigned to parameters. Items then have parameter values assigned to them, usually using a UOM. These values are then rolled into formulas as items are added directly (to formulas) or indirectly (through sub-formulas).

Person logged in to Optiva.

A specified instance of a formula. Formulas can have more than one version; the parameters that govern a formula are different among different versions.

You can designate one version to be used in the current production, the master formula. You can change a parameter value in the master formula. In this scenario, the parameters in every formula that use the master formula are updated to reflect the change; this concept is called Rollup.

If you replace ingredients in a formula, a new version of the formula can be created.

Versions are indicated by a numerical extension to the code, separated by a backslash. Sub-versions contain a version number with a decimal. For example, version 1 of formula B-0001 is B-0001\0001 and a sub-version of version 1 is B-0001\0001.001.

A read-only display of where the current object is used in other objects. For example, if you add item 00001 to several formulas, you can see a list of formulas that include item 00001 in the Reports tab of the Item form. Your system administrator configures the available views.

Relationship between formulas that shows where one formula is used by another formula.