Moving off paper

Record it once. Find it when it matters.

Capture each entry at the step, and find the whole record in one place when a customer or auditor asks.

7-day free trial, no card required. Shop-floor screens, work orders and paper batch capture are in every plan. Electronic signatures and regulated reports are in Professional and Enterprise.

Operator in hood, mask, safety glasses and gloves recording work on a production terminal beside equipment
  • Entered once.

    Values, scans and sign-offs are recorded at the step, not copied up from paper later.

  • Linked together.

    Lot, job, instruction revision and who did what sit in one record, with corrections kept in the audit trail.

  • Review starts from exceptions.

    Reviewers see what's missing or out of limit first, instead of chasing paper.

From a pile of paper to one record

Find it when it matters

From a pile of paper to one linked record

Try it: choose a lot, job or document, then switch between paper and the linked record.

Traveler p.2 — lot no. smudged
Seal check sheet — signature missing
Label log in another binder
Copy typed into spreadsheet Friday

Fictional example. Each entry is captured once at the step, with who, when and the revision used.

How to move a paper traveler: list, map, record and review

Tap a step below to see what happens.

Step 1 of 4

TR-PK-04 · Packing traveler
Paper today
  • Entries14 per batch
  • Signatures5 · 2 second-person
  • Typed up laterInto spreadsheet
  • Missing at reviewOften 1–2 initials

Start from the forms you actually use.

List what the paper records

  • List each paper form, what it records and who signs.
  • Note where entries get copied or typed up again.

Your procedures decide which sign-offs stay.

More on list: full record and set-up

Also on this record

Owner
Packing supervisor

Note what usually goes missing at review.

Guide
The Manufacturing Execution Buyer Guide covers record mapping and implementation.
Free buyer guide · 12 pages

Manufacturing Execution Buyer Guide

A 12-page guide to replacing paper travelers with records you can trust: what to capture, how to keep it connected, and how to test it.

  • 1Check that every entry is attributable and retrievable.
  • 2Connect instructions, stock, quality and training records.
  • 3Plan the move off paper and avoid common pitfalls.
See what's inside
  • An electronic-record checklist to test whether entries are attributable, corrections are kept and records can be retrieved complete.
  • How instructions should move through change control, and which connected records (stock, quality, training, devices, ERP) execution should read or write.
  • An implementation plan with common pitfalls, plus RFP questions to compare suppliers on your own paper traveler.

Chapters: why execution control matters · from operator to reviewer · electronic record evidence checklist · readiness, procedures and human review · exceptions, deviations and rework · batch, assembly or packaging · change control and connected records · implementation plan and pitfalls · RFP questions and scored evaluation · where V5 fits and sources.

Get the manufacturing execution guide

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Guide page 9: change control for instructions and the connected records execution should read or writeGuide page 5: electronic record evidence checklist covering attributable entries, corrections, signatures, completeness and retrievalCover of the Manufacturing Execution Buyer Guide

Paperless steps feed the electronic record

Entries at the step build the batch record, which review and release work from.

eBMR / eDHRStep orderOnboarding

What's included

What moving off paper uses, and which plan each item needs. Compare plans

Record once

At the step, with sign-offs.

Operator kiosk · Work orders · Paper batch capture

Explore going paperless
  • Operator kiosk
    Entries at the step.
  • Work orders
    Where entries belong.
  • Paper batch capture
    Photograph completed travelers; a person checks what was read.
  • QA release queue
    Review from exceptions.
  • Electronic signaturesProfessional and Enterprise
    Sign-offs including second person.
  • Regulated reportsProfessional and Enterprise
    BMR and eDHR.

Your procedures decide which sign-offs stay. People review and decide release.

Try it with one of your own paper forms.

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