# Compounding Record > Write a compounding worksheet and record that reproduces the preparation exactly and survives inspection — formula, calculations shown, components with lot numbers, in-process checks, and the beyond-use date with its basis. Use when asked to document a compounded preparation, write a master formulation record, create a compounding worksheet, or prepare compounding documentation for inspection. Produces the master formula, the batch record, the component and lot table, in-process checks, labelling, and the beyond-use-date rationale. Documentation only; standards and stability data must come from current official references. - Skill: `mohitagw15856/compounding-record` (Agent Skill) - Install (CLI): `npx skillmds add mohitagw15856/compounding-record` - Raw SKILL.md: https://api.skillmd.com/api/skills/mohitagw15856/compounding-record/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Web & Frontend - Author: Mohit Aggarwal (https://skillmd.com/u/mohitagw15856) - Updated: 2026-09-07 - Page: https://skillmd.com/skills/mohitagw15856/compounding-record --- # Compounding Record A compounding record has two readers: the person repeating the preparation next month, and an inspector asking how you arrived at a beyond-use date. Both need the same thing — the arithmetic visible, the components traceable to lot, and the reasoning written down rather than remembered. This produces a record that answers both without a phone call. ## What This Skill Produces - **The master formulation record** — the reproducible formula, separate from any single batch - **The batch record** — this preparation, with every calculation shown rather than just its result - **A component table** — each ingredient with source, lot number, expiry, and quantity used - **In-process checks** — what was verified during preparation, by whom, and at what point - **Beyond-use date with its basis** — the date and the reference or data it derives from, which is what inspection asks about - **The label and its required elements** — assembled against your jurisdiction's requirements ## Required Inputs Ask for these if not provided: - **The preparation** — final product, strength, dosage form, and total quantity - **The formula** — ingredients and amounts, and the source of the formula - **The components** — actual products used, with lot numbers and expiry dates - **Equipment and environment** — what was used and where, including any controlled environment - **The standards you work to** — your jurisdiction's compounding standard and the reference used for beyond-use dating ## Framework: Show the Arithmetic, Trace the Lot, Justify the Date 1. **Separate the master formula from the batch.** The master is the recipe and does not change; the batch is what happened today. Conflating them is the most common documentation failure. 2. **Write every calculation out.** Including the aliquot arithmetic and any potency or salt-form adjustment. A result without its working cannot be checked, and checking is the point. 3. **Have the calculation verified independently** where your standard requires it, and record who verified. 4. **Trace every component to a lot.** An ingredient without a lot number makes a recall impossible. 5. **Derive the beyond-use date, do not choose it.** State the reference or stability data it comes from. 'Thirty days' with no basis is the finding inspectors write up. 6. **Record the in-process checks as they happen.** Weight verification, appearance, pH, mixing time — at the point of the check, not reconstructed afterwards. ## Output Format ### Compounding record: [preparation] · [batch/Rx no.] · [date] **MASTER FORMULATION RECORD** Preparation: [name, strength, dosage form] · Source of formula: [reference] | Ingredient | Amount per unit | Role | |---|---|---| | [ingredient] | [amount] | [active / vehicle / preservative] | Equipment: [list] · Environment: [bench / controlled area, classification] **BATCH RECORD** Quantity prepared: [amount] · Prepared by: [name] · Date/time: [when] **Calculations** — shown in full ``` [the working, step by step, including aliquots and any potency or salt-form adjustment] ``` Verified by: [second person, where required] · [date/time] **Components used** | Ingredient | Manufacturer/source | Lot | Expiry | Quantity used | |---|---|---|---|---| **In-process checks:** [weight verification · appearance · pH · mixing time — each with the result, who checked, and when] **Final product:** appearance [description] · yield [actual vs theoretical] · **discrepancy investigated:** [if any] **Beyond-use date:** [date] · **Basis:** [the reference, stability data, or standard relied on — cited] **Label:** [product, strength, quantity, BUD, storage, prepared-by, batch number, and every element your jurisdiction requires] > A documentation framework only. Compounding standards, permitted preparations, environmental requirements, verification rules and beyond-use dating are governed by your jurisdiction's official standards and must be taken from current official references — never from this template and never from recall. Sterile compounding carries requirements this structure does not attempt to cover. ## Quality Checks - [ ] Master formula and batch record are separate documents - [ ] Every calculation is written out, not just its result - [ ] Independent verification is recorded where the standard requires it - [ ] Every component has a lot number and expiry - [ ] In-process checks were recorded at the time, with the checker named - [ ] Actual yield is compared against theoretical, and any discrepancy is investigated - [ ] The beyond-use date cites the specific basis it derives from ## Anti-Patterns - **A result with no working.** Uncheckable, and the first thing an inspector asks to see. - **Components without lot numbers.** Makes a recall impossible and is a serious finding. - **A beyond-use date by habit.** '30 days' with no cited basis is written up every time. - **Reconstructing in-process checks afterwards.** A check recorded later is not a check. - **One document for formula and batch.** The recipe becomes unreproducible once it is entangled with a single day's numbers. - **Ignoring a yield discrepancy.** An uninvestigated shortfall is the sign of an error nobody chased. ## Example Trigger Phrases - "Write a compounding record for this suspension" - "Create a master formulation record" - "How do I document beyond-use dating for an inspection?" - "We are being inspected — what should our compounding records show?" - "Write a batch record with the calculations shown"