Define the traceability unit
Choose lot or serial-number tracking according to the risk, regulations, volume and the operators’ real ability to enter the data.
Capture at the right event
Reception, consumption, production, control, movement and delivery must record the identifier at the appropriate time, without late re-entry.
Linking quality and documents
Measurements, photos, certificates and non-conformities must point to the lot, order and operation concerned.
Test both directions
Start from a component to find products and customers, then from a finished product to find components, suppliers and controls.
Prepare the reminder
Check scope, quantities, locations, deliveries, contacts and decisions. Research must remain usable under pressure.
Limit unnecessary data
More data entry does not always provide more evidence. Keep the data needed for quality, compliance or analysis, with a defined retention period.
Going further: our eight-step lot recall exercise measures your real response time on fictitious data.