Standard Operating Procedure (SOP)

CF-SOP-001 | ChromatographyForge Operation: Explanation of Each Function

1. Document Control

SOP NumberCF-SOP-001
TitleChromatographyForge Operation: Explanation of Each Function
Version1.1
Effective DateAugust 19, 2026
Review DateAugust 19, 2027
SupersedesVersion 1.0
DepartmentAnalytical Development / QC
SystemChromatographyForge
GxP ImpactYes (Data handling, method-development documentation, report generation)

2. Purpose

Define and explain each major ChromatographyForge function, provide illustrated operational checks, and outline how an analyst establishes a development model from scratch during routine use. The procedure supports consistent operation and data-integrity controls aligned to cGMP expectations.

3. Scope

This SOP applies to all authorized personnel using ChromatographyForge for day-to-day chromatographic model setup, method development, data review, prediction analysis, and report generation in regulated or quality-controlled environments.

4. References

5. Definitions

TermDefinition
ConditionAn independent variable in the method (for example flow, temperature, or pH).
Initial ConditionBaseline value used as the reference state for prediction calculations.
Target ConditionDesired method value used to project retention time shifts and chromatographic behavior.
Development ModelThe set of peak-specific condition/retention-time observations and fitted relationships used to predict retention behaviour at trial conditions.
Data PointOne experimentally observed condition value and retention time associated with a named peak and condition.
Retention TimeRetention time in minutes.
Critical PairA pair of peaks requiring resolution control for method suitability.

6. Roles and Responsibilities

RoleResponsibilities
AnalystEnter data accurately, execute workflows per SOP, review outputs, and retain records.
Reviewer / SupervisorVerify data quality, confirm parameter appropriateness, and approve generated reports.
System AdministratorManage user accounts, role permissions, and system-level settings in accordance with access-control procedures.
QAAudit SOP adherence, data integrity controls, and deviation/CAPA documentation.

7. Procedure: ChromatographyForge Functions

Global Functions

7.1 Header and Project Controls

cGMP expectation: Ensure correct project name and analyst attribution before data entry.

ChromatographyForge header with project identity, status, project actions, and signed-in user
Figure 1 - Header and project controls. Confirm the controlled project name at left, verify the save/status message, then use the icon toolbar for new, session save/load, file download/upload, and recent-project actions.Operational check: The signed-in identity and project name must match the contemporaneous laboratory record before analytical data are processed.
Overview Tab

7.2 Quick Data Input

Function: Bulk entry area for four-field records in this format: Peak Name, Condition Name, Condition Value, Retention Time.

Use: Rapid import of experimental points gathered from lab runs.

Control: Use Process Data and verify status message confirms successful processing.

Quick Data Input panel containing example four-field method-development records
Figure 2 - Quick Data Input. Each non-empty line must contain exactly one peak, one condition, its numeric value, and the measured retention time.Operational check: Retain the source run identifiers separately; the bulk-entry field models the measurements but does not replace the source chromatographic record.

7.3 Initial Conditions

Function: Baseline selectors per condition.

Use: Sets reference values against which target-driven changes are calculated.

Initial Conditions selectors for Flow Rate, Temperature, and Organic Phase
Figure 3 - Initial Conditions. Select the experimentally supported baseline for every independent variable.Operational check: A baseline should normally correspond to a measured central condition represented in each peak model.

7.4 Target Conditions

Function: Numeric endpoint inputs per condition.

Use: Predicts retention time and chromatogram behavior for intended method settings.

Target Conditions inputs for Flow Rate, Temperature, and Organic Phase
Figure 4 - Target Conditions. Enter the proposed endpoint values; the results table and chromatogram recalculate from the fitted condition-response models.Operational check: Treat extrapolation beyond the experimentally studied range as higher risk and verify it experimentally before adoption.

7.5 Predicted Chromatography Panel

Use: Evaluate predicted separation and elution behavior.

Display-control principle: Display Settings alter presentation only. They do not change the regression coefficients, target values, predicted retention times, or calculated resolution.
Predicted chromatogram with initial and predicted peaks, toolbar, chart, and legend
Figure 5 - Predicted chromatogram. Solid peaks show the target prediction; dashed peaks show initial positions when Initial is enabled. The legend identifies peak colour, predicted retention time, height, and width.Interpretation: Use the numerical results and resolution values for decisions; use the chart as a visual aid.
Expanded Display Settings above the predicted chromatogram
Figure 6 - Expanded Display Settings. The three rows group scale/visibility, rendering, and baseline/integration controls. A simplified trace can be produced by disabling Initial, Fill, Integration, and noise; a presentation trace can restore these without changing the model.Record rule: If a PNG is retained, document any non-default display settings that materially affect its visual interpretation.

7.6 Retention Time Results and Resolution

Function: Table of initial and predicted retention time values, optional detailed contributions, and resolution metrics.

Use: Supports pass/fail assessment against method performance expectations.

Retention Time Results and pairwise Resolution panel
Figure 7 - Retention-time and resolution results. Compare initial and predicted retention times, then review each adjacent peak pair.Decision point: Apply protocol-approved acceptance criteria; do not infer suitability from visual separation alone.
Peaks Management Tab

7.7 Peaks Grid and Peak Cards

Use: Maintain analyte-specific data quality and modeling performance.

Complete peak card with peak properties, regression statistics, and editable condition data
Figure 8 - Peak card. The header and property fields control visual peak identity and shape; regression panels summarize model fit; the lower tables contain editable source-derived points.Data-integrity check: Any edit or deletion must be reconciled to source records and documented with rationale.
Conditions & Data Tab

7.8 Add Condition and Condition Workspace

Use: Build robust condition-response data for predictive accuracy.

Condition workspace with linear regression plot, data list, and Add Data Point form
Figure 9 - Condition-specific model review. The plot compares all peak regressions for the selected variable; the list supplies current observations and the form adds a justified measurement.Model check: Review point count, trend direction, fit quality, and scientifically implausible outliers before relying on a prediction.
Report Generation Tab

7.9 Report Setup and Output

Use: Produce controlled documentation for technical review and archival.

Completed Report Information form for an example development project
Figure 10 - Report metadata. Complete the analyst, laboratory, project ID, method description, and comments before generation.Operational check: Metadata must agree with the project header, controlled protocol, and laboratory record.
Generated report preview containing conditions, chromatogram, and peak elution order
Figure 11 - Generated report preview. Review the report on screen before print or PDF export, including project metadata, target conditions, predicted chromatogram, elution order, and selected optional sections.Release check: Regenerate the report after any model or target-condition change.
Settings Tab

7.10 Application Settings

Use: Standardize output, branding, and compliance metadata across users.

Default Report Information settings with analyst, department, project prefix, and method notes
Figure 12 - Default report information. Controlled defaults reduce repetitive entry but must still be checked for each project. The illustrated project prefix is MDP-2026-0012.
GMP Compliance Settings with regulatory, SOP, and quality-system references
Figure 13 - GMP compliance metadata. Confirm the applicable regulatory profile, SOP-ANALYTICAL-014 reference, and quality-system reference before controlled reporting.

8. Data Integrity and cGMP Controls

  1. Use unique user credentials; do not share accounts.
  2. Confirm project identity before entering or modifying data.
  3. Enter source data contemporaneously and verify numeric accuracy before processing.
  4. Document corrections with rationale in laboratory records when data are edited or deleted.
  5. Generate and retain report outputs as part of the controlled study record.
  6. Follow site procedures for backup, retention, and restricted access.

9. Deviations and Incident Handling

10. Records to Retain

RecordMinimum Retention ExpectationOwner
Project data files (.hplc or session export equivalent)Per site record-retention policyAnalyst / Department
Generated reports (print/PDF)Per approved study or validation record planAnalyst / Reviewer
Settings snapshots (if used)Retain with report package when settings affect interpretationAnalyst
Deviation/CAPA recordsPer quality-system retention requirementsQA

11. Annex A: Function-to-Control Mapping

Function Primary Use Critical Check Record Evidence
Quick Data Input Bulk source-data entry Format and numeric validation Processed status and saved project snapshot
Initial/Target Conditions Baseline vs target comparison Scientifically justified values Report conditions table
Chromatogram Visual prediction review Critical-pair behavior and peak overlap risk Report chromatogram image
Retention Time Results / Resolution Numeric suitability assessment Meets pre-defined acceptance criteria Report tables and reviewer sign-off
Peaks/Conditions Editing Model refinement Changes justified from source data Updated project file and notebook entry
Report Generation Controlled output documentation Correct options and metadata selected Final report output (PDF/print)

12. Annex B: Daily Use Case - Set Up a Development Model from Scratch

This outline shows the normal analyst sequence for creating a new model from experimental measurements. It uses the fictional project illustrated in Figures 1–13. Adapt analytes, variables, ranges, and acceptance criteria to the approved development protocol.

Scientific-use limitation: ChromatographyForge predictions support method-development decisions; they do not replace experimental verification. Do not approve a routine method solely from a predicted chromatogram.
Example itemValue
ProjectMDP-2026-0012 - Analgesic Separation Optimisation
PeaksAcetaminophen, Caffeine, Ibuprofen
Independent variablesFlow Rate, Temperature, Organic Phase
BaselineFlow Rate 1.00; Temperature 35; Organic Phase 40
Trial targetFlow Rate 1.10; Temperature 40; Organic Phase 43
Illustrative checksAt least three justified points per peak/condition fit; preferred R² ≥ 0.95; protocol-defined critical-pair Rs (commonly ≥ 1.5)
1. DefineObjective, analytes, variables, ranges, and criteria
2. IdentifySign in and name the controlled project
3. EnterLoad measured retention-time records
4. ConfigureSelect baseline and enter target values
5. ReviewCheck regressions, predictions, and resolution
6. RefineAdd justified experiments or correct traceable errors
7. ReportGenerate and technically review controlled output
8. ArchiveExport the project and retain required records
Step 1

Define the Development Question

  1. State the intended separation objective and identify critical analytes or peak pairs.
  2. Select independent variables supported by the development protocol, such as flow rate, temperature, pH, or organic-phase proportion.
  3. Define experimentally safe ranges and pre-approved decision criteria before modelling.
  4. Ensure original chromatograms, integration results, run conditions, and sample identifiers are available as attributable source records.

Output: a documented modelling plan specifying peaks, variables, ranges, baseline, and acceptance criteria.

Step 2

Create and Identify the Project

  1. Sign in with the assigned account and confirm the displayed identity.
  2. Select New Project, enter Analgesic Separation Optimisation, and associate it with project ID MDP-2026-0012 in the laboratory record.
  3. Confirm the project header and status as shown in Figure 1.
  4. Save to session once so a recoverable working state exists.
Project header for Analgesic Separation Optimisation with saved status and project actions
Step 2 screen - Identified project. Confirm Analgesic Separation Optimisation, the saved status, and the signed-in fictional analyst before entering development data.
Step 3

Enter the First Experimental Dataset - Select an Entry Route

Choose one route for a given set of observations. Quick Data Input, Peak Management, and Quick Multi-Condition Entry all populate the same underlying peak/condition records. Do not enter an observation again through another route unless it represents a genuine replicate.

Route A - Quick Data Input (bulk entry)

Format every record as Peak Name, Condition Name, Condition Value, Retention Time. The following dataset reproduces the illustrated three-peak, three-variable model.

Show the 27-line example dataset
Acetaminophen,Flow Rate,0.8,4.70
Acetaminophen,Flow Rate,1.0,4.20
Acetaminophen,Flow Rate,1.2,3.72
Acetaminophen,Temperature,25,4.45
Acetaminophen,Temperature,35,4.20
Acetaminophen,Temperature,45,3.96
Acetaminophen,Organic Phase,35,4.80
Acetaminophen,Organic Phase,40,4.20
Acetaminophen,Organic Phase,45,3.62
Caffeine,Flow Rate,0.8,6.82
Caffeine,Flow Rate,1.0,6.20
Caffeine,Flow Rate,1.2,5.61
Caffeine,Temperature,25,6.55
Caffeine,Temperature,35,6.20
Caffeine,Temperature,45,5.87
Caffeine,Organic Phase,35,7.10
Caffeine,Organic Phase,40,6.20
Caffeine,Organic Phase,45,5.32
Ibuprofen,Flow Rate,0.8,10.42
Ibuprofen,Flow Rate,1.0,9.40
Ibuprofen,Flow Rate,1.2,8.41
Ibuprofen,Temperature,25,9.86
Ibuprofen,Temperature,35,9.40
Ibuprofen,Temperature,45,8.95
Ibuprofen,Organic Phase,35,10.92
Ibuprofen,Organic Phase,40,9.40
Ibuprofen,Organic Phase,45,7.91
  1. Paste the records into Quick Data Input (Figure 2) and select Process Data.
  2. Confirm that 27 points were processed and that three peaks and three conditions appear.
  3. Verify representative values against source results. Investigate parsing warnings, negative values, missing combinations, or transcription discrepancies before proceeding.
Quick Data Input populated with the beginning of the example development dataset
Step 3 screen - Dataset ready to process. The first records are visible in the entry field; the remaining lines continue below. Select Process Data only after reconciling all 27 lines to their source results.

Route B - Peaks Management (manual per-peak entry)

Use this route when results are being transcribed a point at a time or when the analyst wants to review each peak record as it is assembled.

  1. In a new project, open Conditions & Data and select + Add Condition three times. Create Flow Rate with baseline 1.0, Temperature with baseline 35, and Organic Phase with baseline 40.
  2. Open Peaks Management and select + Add Peak three times. Create Acetaminophen, Caffeine, and Ibuprofen.
  3. Keep Show Details enabled. In each peak card, locate the required condition table, enter the condition value and measured retention time in the Add Point row, and select Add Point.
  4. The card refreshes after each addition. Return to the relevant peak and condition before entering the next pair.
  5. Use the following map to reproduce the same 27 records:
Peak cardCondition tableCondition value → retention time entries
AcetaminophenFlow Rate0.8 → 4.70; 1.0 → 4.20; 1.2 → 3.72
AcetaminophenTemperature25 → 4.45; 35 → 4.20; 45 → 3.96
AcetaminophenOrganic Phase35 → 4.80; 40 → 4.20; 45 → 3.62
CaffeineFlow Rate0.8 → 6.82; 1.0 → 6.20; 1.2 → 5.61
CaffeineTemperature25 → 6.55; 35 → 6.20; 45 → 5.87
CaffeineOrganic Phase35 → 7.10; 40 → 6.20; 45 → 5.32
IbuprofenFlow Rate0.8 → 10.42; 1.0 → 9.40; 1.2 → 8.41
IbuprofenTemperature25 → 9.86; 35 → 9.40; 45 → 8.95
IbuprofenOrganic Phase35 → 10.92; 40 → 9.40; 45 → 7.91
Conditions and Data header with the Add Condition action
Route B setup - Create the condition scaffold. Add the three conditions and their baseline values before creating peak cards, so every new peak receives an empty table for each condition.
Populated Acetaminophen peak card with editable Flow Rate, Temperature, and Organic Phase tables
Route B result - Completed peak card. Each table contains the three value/retention-time pairs entered through its Add Point row. Repeat this structure for Caffeine and Ibuprofen.

Route C - Quick Multi-Condition Entry (experiment-by-experiment entry)

Use this route when entering results in experimental order. Work by condition state: set the experimental conditions, then record the observed retention time for every peak at that state before moving to the next condition. This example uses a one-factor-at-a-time study, so each non-baseline state differs from baseline in exactly one variable.

  1. Start from a fresh project and create the same three conditions and three peaks described in Route B.
  2. Work down the condition-state table below. For each row, establish the displayed Flow Rate, Temperature, and Organic Phase values, then enter the three retention times from left to right.
  3. At a condition state, select Acetaminophen, enter its RT, and select Add Data Point. After the form refreshes, restore the same condition state, select Caffeine, and add its RT. Repeat for Ibuprofen.
  4. Complete all three peaks at the current condition state before advancing to the next row. The peak selector identifies which observed peak the RT belongs to; it does not define the order of the workflow.
Condition stateFlow RateTemperatureOrganic PhaseAcetaminophen RTCaffeine RTIbuprofen RT
Baseline1.035404.206.209.40
Flow Rate - upper1.235403.725.618.41
Flow Rate - lower0.835404.706.8210.42
Temperature - upper1.045403.965.878.95
Temperature - lower1.025404.456.559.86
Organic Phase - upper1.035453.625.327.91
Organic Phase - lower1.035354.807.1010.92
  1. For the baseline row, all inputs must show ✓ Default. Each of its three additions records that peak's baseline RT in all three condition models, producing nine underlying condition-specific points.
  2. For every other row, change only the emphasized input. The other two inputs must show ✓ Default, and the mode message must identify a Single-variable experiment. Each addition is recorded only against the changed condition.
  3. Enter the upper row before the lower row for each condition. While initially seeding the range, this keeps the intended baseline as the middle/default value.
  4. After all seven condition states are complete, confirm that 21 Add Data Point actions have produced 27 condition-specific points: three values for every peak/condition combination.
Multi-condition control: If two or more condition inputs are changed, the application rejects the addition because the independent variable is ambiguous. Restore all but one input to its default before proceeding.
Quick Multi-Condition Entry with every condition at its baseline default
Route C baseline example. With all three conditions at default, entering Acetaminophen retention time 4.20 creates its baseline observation in every condition model.
Quick Multi-Condition Entry configured for an Acetaminophen Flow Rate experiment at 1.2 and retention time 3.72
Route C single-variable example. Flow Rate is changed to 1.2, Temperature and Organic Phase remain at default, the mode identifies Flow Rate testing, and retention time 3.72 is ready to be added only to the Acetaminophen Flow Rate model.

Output: a populated model with three observations for every peak/condition combination.

Step 4

Set the Baseline and Trial Target

  1. Set Initial Conditions to Flow Rate 1.00, Temperature 35, and Organic Phase 40 (Figure 3).
  2. Set Target Conditions to Flow Rate 1.10, Temperature 40, and Organic Phase 43 (Figure 4).
  3. Confirm the application recalculates without an error and the target values fall within the studied ranges.
Initial Conditions set to Flow Rate 1.0, Temperature 35, and Organic Phase 40
Step 4A screen - Baseline selected. The baseline uses the central measured value for all three variables.
Target Conditions set to Flow Rate 1.10, Temperature 40, and Organic Phase 43
Step 4B screen - Trial target entered. All target values remain inside the corresponding experimental ranges.

Output: a defined reference state and a scientifically plausible trial method.

Step 5

Review Model Quality and the Prediction

  1. Open Peaks Management and confirm each peak card contains three points for every condition (Figure 8).
  2. Review slope direction, point count, and R². Inspect condition plots for unexpected trends or outliers (Figure 9).
  3. Return to Overview and inspect predicted retention times and all resolution pairs (Figures 5 and 7).
  4. Use Display Settings only to clarify presentation (Figure 6); do not treat visual amplification, noise, fill, or merged rendering as a change in model performance.
  5. For the illustrated target, confirm predicted retention times of approximately 3.485, 5.203, and 7.777 minutes and resolution above the illustrative 1.5 threshold.
Peaks Management tab with Show Details enabled and three populated peak cards
Step 5A screen - Peak inventory. Confirm that all intended analytes are present and keep Show Details enabled while reviewing model inputs and statistics.
Predicted chromatogram for the example target conditions
Step 5B screen - Visual prediction review. Solid traces show predicted positions and dashed traces show the selected baseline. Use this view to identify potential overlap, then confirm numerically.
Predicted retention times and pairwise resolution results for the example target
Step 5C screen - Numerical prediction review. Record predicted retention times and assess each reported pair against the protocol-approved resolution criterion.

Output: a documented decision to accept the trial target for experimental testing or to continue refinement.

Step 6

Refine with Additional Experiments When Required

  1. If fit or separation is inadequate, identify the variable and range requiring more evidence.
  2. Perform the new experiment under the approved protocol and retain its original record.
  3. Add a baseline point or a single-variable point through Conditions & Data. Change only one condition from baseline when using Quick Multi-Condition Entry.
  4. Re-check the affected regression, all predicted retention times, and resolution after the addition.
  5. Never remove a valid but inconvenient point solely to improve R²; investigate and document the scientific basis for any exclusion.
Quick Multi-Condition Entry configured at baseline values
Step 6A screen - Controlled point entry. All conditions at default add a baseline measurement; changing exactly one condition records a single-variable experiment.
Flow Rate regression plot, current data points, and Add Data Point form
Step 6B screen - Regression re-check. After adding a justified observation, inspect the updated line, point distribution, legend statistics, and source-derived data list.
Step 7

Generate, Review, and Archive the Result

  1. Complete report metadata using the project ID and analyst identity (Figure 10).
  2. Select the report sections required by the protocol. For technical review, normally include target conditions, chromatogram, elution order, resolution, statistics, method-development conditions, and raw points.
  3. Generate the report, review every page and optional section, and regenerate after any model change (Figure 11).
  4. Save to session, download the .hplc project, and export the reviewed report according to the site record-retention procedure.
  5. Record the conclusion, experimental follow-up, filename/location, and reviewer disposition in the laboratory record.
Completed report metadata for project MDP-2026-0012
Step 7A screen - Report metadata completed. Verify the title, analyst, laboratory, project ID, method description, and comments before generation.
Generated method-development report preview for project MDP-2026-0012
Step 7B screen - Report ready for technical review. Confirm project metadata, target conditions, chromatogram, elution order, and all selected optional sections before export.

12.1 Routine Decision Guide

Observed stateRequired actionRecord expectation
Input parsing warning or incorrect countStop, reconcile format and source values, then reprocess.Correction documented in the contemporaneous record.
Weak fit, implausible trend, or insufficient pointsCheck transcription and source integration; add justified experiments if required.Investigation rationale and added run identifiers.
Target outside studied rangeGather bracketing measurements or select an in-range target.Protocol justification and supporting experiments.
Resolution fails the approved criterionChange a justified target variable or extend the development design.Decision rationale and next experiment plan.
All criteria metExperimentally verify the proposed condition, then report and archive.Project export, report, verification data, and review approval.

13. Training Requirement

Users shall be trained on this SOP before independent use of ChromatographyForge for GMP-relevant activities. Training completion shall be documented in the site training system.

14. Revision History

VersionEffective DateSummary of ChangeAuthor
1.1August 19, 2026Added controlled interface figures, expanded function annotations and Display Settings guidance, and added an illustrated routine model-from-scratch use case covering bulk, per-peak, and multi-condition data-entry routes.________________
1.0March 1, 2026Initial issue.________________

15. Approval Signatures

RoleName / SignatureDate
Prepared By
Reviewed By
Approved By (QA)

Controlled copy becomes effective only after required approvals are completed.