Introduction
Pistachio
supports template-based generation of documents. This enables
organization to define their own document templates so that the
generated
documents are consistent with the companies look and feel, and
information requirements. Customization options
include font choices, logo placement, titles, header/footer settings,
etc. Documentation generation permission should be granted so that only
authorized users can generate documents.
Configuring templates - Basics
Pistachio's
Global options module
allows organizations to define templates for the documents that
they plan to generate using companies desired
layout. This should be done before deployment. All
documents are generated in PDF format for maximum portability to facilitate easy print
and/or emailing of the file to customers.
Most templates follow a common method for configuration. They are discussed in this section.
Most templates follow a common method for configuration. They are discussed in this section.
Configuring Fonts
The
first step is to define system wide fonts. Pistachio comes
preconfigured with fonts but you can redefine them to suit your needs.
Pistachio allows you to define font styles which you can then use when
defining templates.
For example in figure 1, user defines a
font style 'Normal' which is of font Times-Roman, size 12 and left
justified. To define styles go to "Global Options" via the "Configure" menu
and navigate to the "Templates" tab and click on the "Define Fonts and Formats link" as
shown in figure 1:
Uploading Images and Logos
Pistachio
allows you to include images such as logos, etc in your document. Before
the templates can make use of the images they have to be first uploaded
to Pistachio. To upload images Go to "Global Options" via the "Configure"
menu and
navigate to the "Templates" tab and click on the "Logo" link as shown in figure 2. Once an image has been uploaded its name will be visible in
templates for users to choose and place images (through its name) as
they like.
Figure 2
General Tab
The "General" section allows you to typically specify the name of the template. This name appears in drop downs allowing you to choose the right template.
Figure 3
Layout Tab
The "Layout" section allows you to specify the paper size to be printed and page boundary properties as shown in figure 4.
Figure 4
Header Tab
The "Header"
section allows you to specify the headers for the document. You can have one or
more lines of headers. Images are also supported along with text in
headers. Figure 5 shows the customizations possible in Headers.
Headers will repeat on each page of your document.
Figure 5
Title Tab
The
"Title" tab as shown in figure 6 allows you to define titles for your document. Unlike headers
they do not repeat on each page and will be visible only on the first
page. You can have one or more lines of titles specified by the 'Sequence'
field. You can also integrate date and logos/images as part of your
title.
Figure 6Footer Tab
The
"Footer" tab allows you to specify the footers for the document. You can
have
one or more lines of footers. Text and page numbers are supported and can be
configured as part of the footer. Figure 7 shows the
customizations possible for Footers. Footers will repeat on each page
of your document.
Figure 7
Product Specification
Configuring Product Specification
The
Product
specification document displays important data that defines a product
and is usually provided to customers. The values are
pulled from the Product database for the fields specified in the
layout of the chosen template. Pistachio's Global Options module allows
organizations to
choose which properties are entered for a given
product category. You may customize the Product Database so that
'Bulk density' field is displayed for 'Powdered flavors' whereas 'Specific
Gravity' field is displayed for 'Liquid
flavors'.
The Product specification document can be generated against a customer code, an internal code or a synonym as discussed in the Customer Code section.
The Product specification document can be generated against a customer code, an internal code or a synonym as discussed in the Customer Code section.
Example of Production Specification
Figure 8
To define a template go to "Global Options" via the "Configure" menu and navigate to the "Templates" tab and select the "Product Spec Template" link as shown in figure 9:
Figure 9
Clicking on the
icon will open the template edit screen in a new window for
editing as shown in figure 10. You can also create new templates here.Figure 10
The General, Layout, Header, Title and Footer have already been described in the Template basics section above.
Body Tab
The "Body" tab controls which product parameters will be printed in the document as shown in figure 11:
Figure 11
Generating Product Specification
The Product Specification document can be generated for a product code, a synonym or a customer code.
Product code / Synonym
Open
the desired product via the "Product" menu and click on "Search" or "Flavour Search" or "Fragrance Search" as required. Search for the
product you need. You can use the product specification generation
short cut icon 
from the list to generate the document as shown in figure 12:
from the list to generate the document as shown in figure 12:
Figure 12
Alternatively,
open the product by clicking on the "code" field or the icon and
navigate to the "Documentation" tab and click on the "Product Specification" link as shown in figure 13:
icon and
navigate to the "Documentation" tab and click on the "Product Specification" link as shown in figure 13:
Figure 13
Customer code
To
generate the product specification for a customer code, open the
desired customer code. As shown in figure 14, from the "Product" menu select "Customer Codes". Search for the desired customer code and click on product specification
generation short cut icon from the list to generate the document:
from the list to generate the document: 
Figure 14
Alternatively,
you can open the customer database by clicking on the "customer code" or the icon. Navigate to the "Documentation"
tab and click on the "Product Specification" link as shown in figure 15:
icon. Navigate to the "Documentation"
tab and click on the "Product Specification" link as shown in figure 15:
Figure 15
Ingredient Declaration
Ingredient
declaration can be generated as an independent document or generated as
part of product specification document. Figure 16 shows the
Ingredient Declaration generated for a Seasoning food product:
Figure 16
To
generate the ingredient declaration as part of the Product Specs
navigate to the "Body" tab of the template of Product specs choose the
variable "Ingredient Declaration". Please refer to the 'Configuring
Product Specification' section of this document for more details on
setting up product specs templates.
Figure 17 shows how a Fragrance/Flavour declaration can be generated to be submitted to regulatory authorities (typically pharma authorities) which may require formulation disclosure for drug registration formalities:
Figure 17 shows how a Fragrance/Flavour declaration can be generated to be submitted to regulatory authorities (typically pharma authorities) which may require formulation disclosure for drug registration formalities:
Figure 17
Generating Ingredient Declaration
To generate it as an independent document go to the "Documentation" Tab of the product (or Customer code) and click on the "Ingredient Declaration" link as shown in figure 18:
Figure 18
Configuring Ingredient Declaration template
The Ingredient Declaration template can be configured as explained in section 'Configuring templates - Basics' of this document. To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "Ingredient Declaration Template" link as shown in figure 19:
Figure 19
On clicking the
Create New link or the
icon, you will find the six tabs as shown in figure 3. The header,
title and footer fields can be configured as explained earlier.Nutrition statement
The
Nutrition
statement is based on Raw Material nutrition data which is stored in
the raw material database. Once
nutrition values are entered / available for all ingredients (RM's) in
a product, the Pistachio engine can then generate a Nutrition
Statement for the finished product. Pistachio allows
organizations to
configure which nutrition parameters are required to be captured for
its needs.
Figure 20 is an example of the 'Nutrition Statement':
Figure 20
Generating Nutrition Statement
To generate Nutrition Statement go to the "Documentation" Tab of the product (or Customer code) and click on the "Nutrition Statement" link as shown in figure 21:
Figure 21
Defining Nutritional Parameters in Pistachio
Pistachio
supports many predefined nutrition parameters. Pistachio can also
integrate and import USDA data into Pistachio database. To define
nutritional parameters go to "Global Options" via "Configure". Navigate to the "Regulatory" tab and click on the "Nutrition Definitions" link as shown in figure 22:
Figure 22
Configuring Nutritional parameters in the product and raw material GUI
Click on the "Configure Nutrition GUI" link under the "Regulatory" tab of "Global Options" as shown in figure 23 to configure the user interfaces of product and raw material:
Figure 23
Capturing Nutritional data for raw materials
Once
all the raw materials in a formulation have nutritional data entered
then Pistachio scans the formula and adds all the parameter values to
get the final sum in products. To enter the nutrition data for raw
materials open a raw material and navigate to the "Nutrition" tab under
the "Regulatory" tab as shown in figure 24:
Figure 24
Configuring Nutrition templates
Different
templates can be created to support regulatory requirements of
different countries you may export your product to. The Nutrition
template can be configured to support different nutrition
parameters and can be different from what is displayed in the GUI.
Ideally your GUI will capture all the required parameters but using
templates, you only print what is required. To define a template go to
"Global Options" and
navigate to the "Templates" tab and click on the "Nutrition Template" link
as shown in figure 25:
Figure 25
Once your are in the edit view of the Nutrition Template as shown in figure 26, the
"Body" tab allows you to choose which parameters have to be displayed as
per your regulatory requirements. Navigate to the "Body" tab as shown in figure 26 to configure the template:
Figure 26
The other sections such as header, footer, etc can be configured as explained in section 'Configuring templates - Basics' of this document.
Food Allergen Statement
For
a given product, pistachio will scan the formulation and check for the
presence of food allergens. Presence of food allergens in a raw
material can be specified in the raw material database. You can specify
the list of allergens to be declared (presence or absence) in the
Allergen statement document under global options.
Figure 27 is an example of a Food Allergen Statement:
Figure 27
Generating Food Allergen document
Open a product (or customer code) and navigate to the "Documentation" tab as shown in figure 28:
Figure 28
Defining Food Allergens
Pistachio
comes predefined with many allergens. You may choose to change or add
to the list. To define allergens for your organization go to "Global Options" via the "Configure" menu and navigate to the "Regulatory" tab and
click on the "Food Allergen Field" link as shown in figure 29:
Figure 29
Once the food allergens are defined you can configure your raw material database to display the fields via the "Customize Food Allergen in RM GUI" link as shown in figure 30:
Figure 30
To see how the configured list of Food Allergens appears see figure 31 below or figure 15 under the heading 'Food Allergen Tab' in Raw material database chapter.
Specifying Allergens for your raw materials
Once
the food allergens have been defined and configured in Global Options
we can now capture allergen information in the raw material database.
Open any raw material and navigate to the "Regulatory" tab and then to
the "Food Allergen" sub tab as shown in figure 31:
Figure 31
Configuring Food Allergen Templates
Different
templates can be
created to support regulatory requirements of different countries you
may
export your product to. The Food allergen template can be configured to
support different allergen
parameters and can be different from what is displayed in the GUI.
Ideally, your GUI will capture all the required parameters but using
templates, you only print what is required. To define a template go to
"Global Options" and
navigate to the "Templates" tab and click on the "Food Allergen" template link
as shown in figure 32:
Figure 32
Once your are in the edit view of the Food Allergen Template as shown in figure 33, the
"Body" tab allows you to choose which parameters have to be displayed as
per your regulatory requirements. Navigate to the "Body" tab as shown in figure 33 to configure the template:
Figure 33
The others sections such as header, footer, etc can be configured as explained in section 'Configuring templates - Basics' of this document.
Halal statement
For
a given product, pistachio will scan the formulation and check if all
the ingredients in formula are Halal certified. The raw
materials database allows you to specify if a raw material is Halal
certified or not.
Figure 34 is an example of a generated halal statement:
Figure 34
Generating a Halal Certified statement
Open a product (or customer code) and navigate to the "Documentation" tab as shown in figure 35:
Figure 35
In case any of the raw materials in a product is not Halal Certified then Pistachio gives a warning without generating the statement as shown in figure 36:
Figure 36
Specifying Halal status for your raw materials
Open any raw material and navigate to the "Regulatory" tab and then to the "Others" sub tab as shown in figure 37:
Figure 37
Configuring Halal Template
To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "Halal Template" link as shown in figure 38:
Figure 38
Once your are in the edit view of the Halal Template as shown in figure 39, the
"Body" tab allows you to define the compliance text that will be
displayed in the document after a successful scan. Navigate to the "Body"
tab as shown
in figure 39 to configure the template:
Figure 39
The other sections such header, footer, etc can be configured as explained in section 'Configuring templates - Basics' of this document.
Kosher statement
For
a given product, pistachio will scan the formulation and check if all
the ingredients in formula are Kosher certified. The raw
materials database allows you to specify if a raw material is Kosher
certified or not.
Figure 40 is an example of a generated Kosher statement:
Figure 40
Generating a Kosher Certified statement
Open a product (or customer code) and navigate to the "Documentation" tab as shown in figure 41:
Figure 41
Specifying Kosher status for your raw materials
Open any raw material and navigate to the "Regulatory" tab and then to the "Others" sub tab as shown in figure 42:
Figure 42
Configuring Kosher Template
To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "Kosher Template" link as shown in figure 43:
Figure 43
Once your are in the edit view of the Kosher Template as shown in figure 44, the "Body" tab allows you to define the compliance text that will be displayed in the document after a successful scan. Navigate to the "Body" tab as shown in figure 44 to configure the template:
Figure 44
The other sections such as header, footer, etc can be configured as explained in section 'Configuring templates - Basics' of this document.
GMO statement
For a given product, pistachio will scan the formulation and check if all the ingredients in the formula are not from GMO. The raw materials database allows you to specify if a raw material is GMO or not.An example of a generated GMO statement is as shown in figure 45:
Figure 45
Generating a Non GMO compliance statement
Open a product (or customer code) and navigate to the "Documentation" tab as shown in figure 46:
Figure 46
Specifying GMO status for your raw materials
Open any raw material and navigate to the "Regulatory" tab and then to the "Others" sub tab as shown in figure 47:
Figure 47
Configuring GMO Template
To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "GMO Template" link as shown in figure 48:
Figure 48
Once your are in the edit view of the GMO Template as shown in figure 49, the "Body" tab allows you to define the compliance text that will be displayed in the document after a successful scan. Navigate to the "Body" tab as shown in figure 49 to configure the template:
Figure 49
The other sections such header, footer, etc can be configured as explained in section 'Configuring templates - Basics' of this document.
Vegan statement
For a given product, pistachio will scan the formulation and check if all the ingredients in formula are vegan or not. The raw materials database allows you to specify if a raw material is vegan or not.An example of a generated GMO statement is as shown in figure 50:
Figure 50
Generating a Vegan compliance statement
Open a product (or customer code) and navigate to the "Documentation" tab as shown in figure 51:
Figure 51
Specifying Vegan status for your raw materials
Open any raw material and navigate to the "Regulatory" tab and then to the "Others" sub tab as shown in figure 52:
Figure 52
Configuring Vegan Template
To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "Vegan Template" link as shown in figure 53:
Figure 53
Once your are in the edit view of the Vegan Template as shown in figure 54, the "Body" tab allows you to define the compliance text that will be displayed in the document after a successful scan. Navigate to the "Body" tab as shown in figure 54 to configure the template:
Figure 54
The other sections such header, footer, etc can be configured as explained in section 'Configuring templates - Basics' of this document.
Statement of naturalness
This statement is applicable for products that have their legal status set to natural. For more information on setting legal status to natural refer to figure 3 under Product databaseAn example of a generated statement of Naturalness is as shown in figure 55:
Figure 55
Generating Statement of Naturalness
Open a product (or customer code) and navigate to the "Documentation" tab as shown in figure 56:
Figure 56
Specifying Legal Status for your products
Open any product and navigate to the "General" tab and then to the "Status" field as shown in figure 57. There are two ways to set the Legal status of the product:- Manually set the Legals status by choosing the suitable option from the drop down list, or
- Click the 'Check Legal Status' and/or 'Check Legal Status(Include Solvent)' link to determine the legal status of the product by scanning the product formula.
Figure 57
Specifying Legal Status for your raw materials
Open any raw material and navigate to the "General" tab and then to the "Legal Status" field as shown in figure 58:
Figure 58
Configuring Statement of Naturalness Template
To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "Naturalness Template" link as shown in figure 59:
Figure 59
Once your are in the edit view of the Naturalness Template as shown in figure 60, the
"Body" tab allows you to define the compliance text that will be
displayed in the document after a successful scan. Navigate to the "Body"
tab as shown in figure 60 to configure the template:
Figure 60
The other sections such header, footer, etc can be configured as explained in section 'Configuring templates - Basics' of this document.
Fragrance specific
EU Allergen Statement
The
EU allergen specifies a list of allergens to be declared in end
products. Allergens can be present in oils naturally or can be added by the perfumer. The list of allergens can be
configured centrally to specify additional allergens if regulations
change to amend more allergens. All the allergen data can be entered
in the raw material database and when the EU allergen statement is requested for
a product or customer code then Pistachio will scan the formulation and
generate the required documentation. Figure 61 is an example of a generated allergen statement.
Figure 61
Generating EU Allergen document
Open a product (or customer code) and navigate to the "Documentation" tab and click on the "EU Allergen Statement" link as shown in figure 62:
Figure 62
Configuring EU Allergen rules in Pistachio
All the rules are configurable in Pistachio and Pistachio is flexible to adapt to certain changes. Example new allergen materials get added, materials with cut-off get added/changed, etc. Pistachio comes preconfigured with the rules according to Annex III - Cosmetic Directive 2008/42/EC of 3 April 2008 amending Council Directive 76/768/EEC . To configure Pistachio to update for newer standards please go to "Global Options" via the "Configure" menu and access the "Regulatory" tab.1. Click on the 'EU Cosmetic Allergen Product Types' link as shown in figure 63 to configure the product types. Product types can be used to configure rules and also appear when generating the Allergen document so the right rules can be applied when checking for compliances.
Figure 63
2. Click on the 'EU Cosmetic Directive Regulated Materials' link to configure the allergens and maximum concentration levels as shown in figure 64:
Figure 64
3. As shown in figure 65, click on the 'EU Cosmetic Allergen Rules' link to configure the allergen rules for combinations of raw materials present in the formulation:
Figure 65
Checking for compliance in Oils
Oils contain many components and some of these components may be restricted by EU. Pistachio allows you to capture GC components of oil in the raw material database of oils. Open a raw material and navigate to the "Regulatory" tab and then to the "Components (GC)" sub tab as shown in figure 66:
Figure 66
Configuring Templates
The EU allergen templates can be configured as explained in section 'Configuring templates - Basics' of this document. To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "Allergen Template" link as shown in figure 67:
Figure 67
The header, title and footer fields can be configured as explained in section 'Configuring templates - Basics' of this document.
IFRA Statement
Pistachio's Raw Material database allows you to capture IFRA data that can then be used to generate an IFRA statement for any given product formula and its usage in end application.Figure 68 is an example of IFRA statement:
Figure 68
Generating IFRA statements in Pistachio
Open a product (or customer code) and navigate to the "Documentation" tab and click on the "IFRA Statement" link as shown in figure 69:
Figure 69
A compliance statement is only generated if the product complies to the regulation. Otherwise reason for non-compliances is displayed to the user.
Configuring IFRA rules - Defining categories
IFRA categories can be defined by the user in Pistachio. Pistachio comes preloaded with the current requirements of IFRA but should IFRA make a change by adding a new category it is possible that Pistachio will work without needing a code change. Pistachio has been designed keeping ever changing regulations in mind.Access "IFRA Categories" section of Pistachio via the "Global Options" as shown in figure 70:
Figure 70
Configuring IFRA rules - Defining product types
You typically want to check IFRA compliance for a product type mapped to product category. Pistachio allows you to define product types and map them to the categories defined in the previous section. The 'Category for skin sensitization' field is provided for compatibility as some of the raw material restrictions specified by IFRA are in terms of only leave-on, rinse off and non skin contact rather than categories.The 'IFRA Class' field allows users to specify the IFRA class for the product type. The IFRA template can be configured to print the IFRA class information.
Access/modify the "Product Types" options as shown in figure 71:
Figure 71
Configuring IFRA rules - Specifying IFRA restrictions
Pistachio allows you to easily upgrade to newer amendments of IFRA by providing the complete definition of IFRA restrictions as part of Pistachio raw material database. For any IFRA restricted raw material navigate to the "Regulatory" tab and "IFRA Specs" sub tab as shown in figure 72:
Figure 72
Pistachio
scans through the product formulation and for each raw material
present checks for the presence of any IFRA restriction for a
given end
application product type and reports compliance or non compliance.
Checking for IFRA compliance in Oils
Oils contain many components and some of these components may be restricted by EU. Pistachio allows you to capture GC components of oil in the raw material database of oils. Open a raw material and navigate to the "Regulatory" tab and then to the "Components (GC)" sub tab as shown in figure 73:
Figure 73
Configuring IFRA templates
The IFRA templates can be configured as explained in section 'Configuring templates - Basics' of this document. To define a template go to "Global Options" and navigate to the "Templates" tab and click on the "IFRA Template" link as shown in figure 74:
Figure 74
Apart from configuring the header, title, footer etc., you can also configure how you want the body of your IFRA document to look like as shown in figure 75:
Figure 75
Material safety data sheet
Pistachio generates MSDS based on EU Directive 91/155/EEC. Hazards are captured via the Raw Material database after scanning of the product formula. Product flash point is used to determine the flammability hazard (Flash point is recorded as part of the product properties). For some sections of the MSDS, templates are configured to generate standard texts.An MSDS document can be generated against a customer code, an internal code or a synonym.
Figure 76 is an example of a generated MSDS:
Figure 76
Configuration
The MSDS generated by Pistachio can be fully manual i.e. template based or automated based on the formula scan. Most of the sections in the MSDS template can be configured to use standard texts and these sections may/may not be overwritten by Pistachio based on the formula scan. Pistachio allows you to configure as many templates as you want. To configure a MSDS template , go to Global options via Configure menu and then navigate to the MSDS tab as shown in figure 77:
Figure 77
Certificate of analysis
Pistachio generates Certifcate of Analysis in two contexts:1. Certificate of Analysis for Purchase batches which is explained in Managing suppliers and purchase batches
2. Certificate of Analysis for Product batches which is explained in Manufacturing - Managing and tracking product batches
Label generation in Pistachio
Pistachio
supports label printing through the generation of PDF documents of
appropriate sizes. Labels can be generated for samples, application
samples, raw materials, products and for customer addresses. Labels can
be customized through label templates. A label template allows you to
specify the height, width, offsets, fonts, sequence of where a field
should appear using table or x, y coordinates in inches, etc. to
configure the template. Labels also support images to be placed at
desired locations. Figure below is an example of a generated label:
Once the label template is configured and customized under global options as explained in the "Configuring Documents" section of Managing suppliers and purchase batches, you can generate labels against product code, product name or customer code in the following ways:
1. Click on the 'Product' menu and search for a product. Click on the
icon against a specific product you want to print the label for as shown in the figure below:
Once you click the
icon for a product, Pistachio allows you to select the label
template from the list of existing label templates and specify relevant
details as shown in the figure below:
2. From within a product navigate to the "Documentation" tab and then click on the "Labels" link as shown in the figure below:
3. Select "Customer Codes" from within the "Product" menu to view the customer codes list. Click the icon against the desired customer code to print label as shown in the figure : 
4. From within a specific Customer Code navigate to the "Documentation" tab and then click the "Labels" link as shown in the figure:
5. From within a project, navigate to the "Product Submission" tab and then click the icon against a particular product submission as shown in the figure:
Labels can be configured and generated using batch information. For more details please refer to the sections Managing Product Batches and Managing suppliers and purchase batches
Once the label template is configured and customized under global options as explained in the "Configuring Documents" section of Managing suppliers and purchase batches, you can generate labels against product code, product name or customer code in the following ways:
1. Click on the 'Product' menu and search for a product. Click on the
icon against a specific product you want to print the label for as shown in the figure below:Once you click the
icon for a product, Pistachio allows you to select the label
template from the list of existing label templates and specify relevant
details as shown in the figure below:2. From within a product navigate to the "Documentation" tab and then click on the "Labels" link as shown in the figure below:
3. Select "Customer Codes" from within the "Product" menu to view the customer codes list. Click the
icon against the desired customer code to print label as shown in the figure : 4. From within a specific Customer Code navigate to the "Documentation" tab and then click the "Labels" link as shown in the figure:
5. From within a project, navigate to the "Product Submission" tab and then click the
icon against a particular product submission as shown in the figure:Labels can be configured and generated using batch information. For more details please refer to the sections Managing Product Batches and Managing suppliers and purchase batches
Custom Compliance checks in Pistachio
Pistachio
allows you to define custom rules to check your formulations for
compliance which may be specific to your country regulation or customer
requirements. For example a customer may specify a No Diacetyl policy
in all their products and may require the flavor or fragrance to avoid
this material. Pistachio allows you to define a rule to capture this
requirement and generate the required compliance document.
An example of a document generated using such a custom rule is shown below:
Generating Custom Compliance Statement
Open a product (or a customer code) and navigate to the "Documentation" tab as shown below:
Configuring Custom rules in Pistachio
Pistachio supports multiple rules to be checked as part of a rule set. A rule is applied to a single raw material while a rule set is then applied to a set of rules. To configure your custom rules Click on the "Custom Declaration Rules" link under the "Regulatory" tab of "Global Options" as shown below.
