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Job 04 · Report format

// Testing and calibration labs · After an acquisition

Acquired labs on one report format, mapped before anyone switches.

A lab you bought still issues on its own templates. In a free AI proof of concept, AI maps them onto yours field by field and lists every difference in required content, accreditation statements and numbering for your reviewer, your quality manager, the person who knows your reporting rules best. To test the map, it redrafts 20 to 30 closed jobs in your format for the acquired lab's signatory to compare. Nothing is issued.

Book a proof-of-concept call30 minutes with Rob
Closed jobs redrafted
20 to 30
Reports issued or amended
None
Difference list goes to
Your quality manager

// The one job

Two sets of templates, one map

After a deal closes, someone sets the acquired lab's templates beside yours and works out what each field becomes: header, customer block, item description, results table, statements, signature block, numbering. It often lands on the quality manager, between audits.

In the proof of concept, AI does that on copies and writes a field-by-field map and a difference list. It then redrafts the acquired lab's closed jobs in your format, and that lab's signatory compares each redraft with the report it issued, which stays exactly as it is.

Acquired lab reportIts old template
Report no.
Lab address
Accreditation
Statements
FieldValuePosition
Made-up example template
Mapped
for your quality manager
Your formatRedraft, not issued
Report no.
Site of testing
Accreditation
Statements
Your fieldSource fieldDifference
Made-up example map

// What makes it hard

Where merging report formats goes wrong

The header hides the first trap. ISO/IEC 17025 asks every report for the lab's name and address and, separately, the location where the work was done, including a customer's site or a temporary or mobile facility. Put the acquired lab's work on your letterhead and your head office address can quietly replace the site that did the testing. Accreditation can be tied to sites too: NVLAP limits its symbol on reports to the locations named on the scope, so the symbol on your template doesn't reach a site your scope leaves out.

Accreditation statements rarely carry over. The acquired lab may hold its own certificate from a different accreditation body, with that body's symbol rules. Under ILAC R7 the right to use the ILAC MRA mark isn't transferable; a lab uses the combined mark only with its own accreditation body's permission. NVLAP wants its lab code wherever its name is cited for accredited status, a statement that the report can't be used to claim product certification or endorsement by NVLAP, NIST or the U.S. Government, and its symbol standing alone, not merged into another logo. The map lists each statement on both sides and the certificate it belongs to.

Then the smaller statements. One template says the results relate only to the items tested; the other leaves it out. One carries the line about reproducing the report only in full. Where the lab didn't take the sample, the standard wants the report to say the results apply to the sample as received. Some customers may have agreed to simplified reports, which 17025 allows if whatever is left off stays readily available. The difference list names each of these and every customer whose agreed format would change.

Numbering needs a decision, not a guess. The acquired lab may number by year and sequence, by job and sample, or by certificate alone, and mark a revision with a suffix or a fresh number. Issued reports keep the numbers they went out under, and the standard keeps every issued report as a technical record. So the map shows both schemes side by side and asks the quality manager how new reports from the acquired site should be numbered.

Switching templates is a change to manage. Under 17025, changes to a laboratory information management system, configuration included, are authorized, documented and validated before use. If your new template lives in your LIMS, that covers it, and the map and redrafts are evidence your quality manager can use, not a substitute for that validation. Your reviewer will check that every old field lands somewhere, that redrafted values match the issued ones exactly, and that no statement claims an accreditation the acquired site doesn't hold.

// What you send

Copies from both labs

Copies only
Neither LIMS touched
01

Both sets of templates

Every report and certificate template the acquired lab uses and every one of yours, customer-specific versions included.

02

20 to 30 closed jobs

From the acquired lab: raw data, work order and issued report for each, picked by your reviewer to cover every template in use.

03

Both labs' accreditation papers

Each lab's certificate and scope, plus its accreditation body's rules on symbols and statements if you have them.

04

NDA first, no logins

Signed before any template moves. We never sign in to either lab's LIMS or file shares, and if job data can't leave, we build look-alike jobs with your reviewer.

// Before it starts

Agreed before the mapping

The owner settles these before the first template is shared.

Format mapping termsOwner signs off
Reviewer
Your quality manager, named by the owner
Second reader
The acquired lab's signatory, for the redrafts
Success criteria
Written first: fields mapped, differences found, values unchanged
Price
A range for the live job, agreed first
NDA
Signed before the first template

// How it's judged

The map against what your people find

Template by template
Job by job
On the same templates and closed jobsYour quality manager's own checkThe AI map and redrafts
Fields on the old template that land on yoursScored on your templatesScored on your templates
Fields with no home in your format, listedScored on your templatesScored on your templates
Lab address and site of testing kept apartScored on your templatesScored on your templates
Accreditation statements tied to the right certificateScored on your templatesScored on your templates
Numbering differences and the decisions they needScored on your templatesScored on your templates
Redrafted values identical to the issued reportScored on your templatesScored on your templates
Customer formats or simplified reports that would changeScored on your templatesScored on your templates
Nothing filled in yet. These cells stay blank until the map has been built from your own templates.Your quality manager scores them and decides.

// After a yes

About 30 days on the acquired lab's new reports

After a yes, and once your quality manager is ready to switch, new reports from the acquired lab are drafted in your format for about 30 days.

Each one is reviewed and signed by that lab's own authorized people before it is issued, just as it would be without the AI.

The difference list stays open through the run for anything the redrafts missed. No other job starts in those 30 days.

// What could come next

Jobs that could follow, in order

Possibilities to check with you
Priced one at a time
  1. 01

    Intake at the acquired site

    Its submission forms and packing lists drafted as records in your system, for its receiving tech to confirm.

    Next
  2. 02

    Quotes from one price list

    The acquired lab's RFQs drafted from your price list once the two lists are merged, for a manager to approve.

    Then
  3. 03

    The next lab you buy

    The same map built again, starting from the differences this one turned up.

    If you buy another

// One hard limit

The AI never issues or amends a report.

It works on copies of templates and closed jobs and writes a map, a difference list and unsigned redrafts. It never changes a report already issued, never decides which accreditation statement a report may carry, and never edits a template in your LIMS. In a live run after a yes, only the acquired lab's authorized people issue a report.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

The range comes on the call, once we know how many templates each lab keeps and how many customer-specific formats sit on top of them.

// Questions

What quality managers ask

Does the AI change reports we already issued?
No. Issued reports stay exactly as they went out. The redrafts exist only to test the map, they sit on a review sheet, and none of them is ever sent to a customer.
Our two labs are accredited by different bodies. Does that matter?
It is one of the main things the difference list covers. Each statement and symbol is tied to the certificate it belongs to, so your quality manager sees where the rules differ. We don't give accreditation advice; those decisions stay with your quality manager.
Do we have to tell our accreditation body about the acquisition?
That is between your quality manager and your accreditation body, and this job files nothing. As one example, A2LA's letters to the labs it accredits ask for written notice within 30 days of significant changes, ownership among them.
Does it cover calibration certificates as well as test reports?
If the acquired lab issues both, send both. The map covers every template that lab uses, so certificates and reports sit in the same difference list for your quality manager.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Start with the lab you bought last.

A 30-minute call with Rob. Tell us your lab and role, which acquired lab you have in mind, and roughly how many templates each side keeps. No templates or job files until the NDA is signed.

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