Setup Formulation Types?

Overview

Formulation Types define how compounded formulations are categorized, verified, controlled, and documented within SiCompounding. These settings control sterility requirements, verification steps, quality controls, and instruction templates used during compounding and release.

Formulation Types must be configured in Pharmacy Settings before compounding workflows can be used.

---

Accessing Formulation Types

Follow the steps below to navigate to the Formulation Types configuration screen.

Step-by-Step Navigation

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the large menu bar on the left side of the window.
3. Click SiCompounding (near the top).
4. In the next window, several icons appear across the middle of the screen.
5. Select Pharmacy to open the Dashboard.
6. From the blue sidebar menu, scroll to the bottom and click Settings.
7. Under General Settings, select Formulation Types.

The Formulation Types window will appear.

---

Editing a Formulation Type

Each Formulation Type can be modified from the Actions menu.

Open the Edit Window

1. In the Actions column, click the gear icon for the desired Formulation Type.
2. A popup appears with two options.
3. Select Edit to modify the selected Formulation Type.
4. The Formula Type Information window opens.

---

Example: Inhalations Formulation Type

The example below shows the required data fields and configuration using Inhalations as a sample Formulation Type.

Basic Information

---

Additional Properties

---

Default Verification List

The Default Verification List is used during Compounding Release.

1. Click inside the field.
2. Select one of the available verification processes.
3. A sorted list of step-by-step verification requirements appears.

Example: Suspension Verification List

---

Quality Controls

Each Formulation Type follows defined Quality Control requirements.

Example Quality Controls for Inhalations

• USP-71 – Method Suitability (Bioluminescence)
• USP-71 – Method Suitability (Compendial)
• USP-71 – Rapid Sterility
• USP-71 – Sterility (14 Days)

---

Formula Instruction Templates

Instruction templates define the step-by-step compounding process for the Formulation Type.

Example: Inhalation Template 1

---

Saving the Formulation Type

Once all data has been entered:

1. Click Save.
2. You will return to the Formulation Types window.

---

Sorting and Viewing Changes

Sorting Records

• Click the Complexity column header to sort.
• Then click the Type column header for additional sorting.

Change Logs

• Select Change Logs to open the Record Modification Log.
• This window displays a history of changes made to Formulation Types.
• Click the X in the upper-right corner to close the window.

---

Pharmacy Settings Overview

The Pharmacy Settings section contains all templates and default configurations required for system operation and must be completed before using any other area of SiCompounding.

Configurable Areas Include

• Product settings
• Facility Areas
• Equipment
• Workflows
• Costs and Fees
• Lab Work
• COM Templates
• Notifications
• Integrations
• Access logs (via the Automations tab)

:::callout type="warning" It is critical to enter all available and required data for every section and subsection within Pharmacy Settings to ensure accuracy, compliance, and proper system behavior. :::

---

Summary

Proper setup of Formulation Types ensures:

• Accurate compounding workflows
• Consistent verification and quality control
• Reliable documentation and audit trails

Formulation Types should be reviewed and maintained regularly as pharmacy processes evolve.