---
title: "Cleaning setups"
slug: "cleaning-setups"
description: "Configure cleaning setups in Life Sciences Weighing and Dispensing with customizable rules for efficient inventory and warehouse management."
updated: 2026-06-25T10:24:11Z
published: 2026-06-25T10:24:11Z
canonical: "docs.staedean.com/cleaning-setups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cleaning setups

The Life Sciences Weighing and Dispensing module allows users to enable the cleaning management in the **Inventory and warehouse management parameters** form in **Inventory management > Setup > Inventory and warehouse management parameters > Life Sciences Weighing and Dispensing** tab.

The following cleaning operation types are available and listed in a hierarchical order (from the highest to lowest) in the Life Sciences Weighing and Dispensing module:

- **Monthly** – Enforced on the first working day of the month.
- **Daily** – Enforced daily.
- **Full** – Enforced based on cleaning rules for material types.
- **Partial** – Enforced based on cleaning rules for material types.

To manage the integration of Life Sciences Weighing and Dispensing components, the cleaning types must be configured manually in the Life Sciences Weighing and Dispensing Master under **Dispensing setup > Cleaning types > Area operation model**.

The **Alias** field must be set to **Daily**, **Monthly**, **Full**, or **Partial** to map the pre-defined cleaning types. The [second person verification](/life-sciences/docs/weighing-and-dispensing-compliance-with-21-cfr-part-11) can be enabled for each individual cleaning type.

Additionally, the cleaning types must be associated with a room in the **Associations > Area** tab to be enforced. The system does not enforce any cleaning operation of types that are not associated with the room.

The hierarchy of the cleaning types determines whether the selected type of re-cleaning operation is appropriate based on the last cleaning.

### Cleaning rules

The Life Sciences Weighing and Dispensing module provides the capability to configure a set of cleaning rules by the site for the automatic creation of cleaning operations. **Cleaning rules** can be defined in the Cleaning rules form available in **Inventory management > Setup > Cleaning > Cleaning rules**. These rules are based on the following:

- **Scheduling** – When created based on pre-defined frequency.
- **Material type** – When created based on the material type of the weighed material.

Each cleaning rule is defined by a set of variables, as described in the following table.

| Variable | List of values | Note |
| --- | --- | --- |
| Execution | Dropdown: - **Blank** - **After** | **Blank** for cleaning rules based on a schedule (i.e., Daily or Monthly). **After** for cleaning rules based on material type. |
| Event type | Dropdown: - **Operation** - **Operation in the campaign** - **Dispensing order closure** - **Campaign closure** | Action that triggers a specific cleaning rule. Only applicable to cleaning rules based on material type. |
| Site code | Dropdown: - **All** - **Table** | **All** for cleaning rules that ap-ply to all sites. **Table** for cleaning rules that apply to a specific site. > [!NOTE] > Note > > To use this field, you must be running Life Sciences release 2026-Q3 or later. |
| Site | - If the **Site code** is set to **All**, this field is blank and greyed out. - If the **Site code** is set to **Table**, lookup to **Sites** form. | The sites where the cleaning rules are applicable. |
| Warehouse code | - If the **Site code** is set to **All**, this field is set to **All** and greyed out. - If the **Site code** is set to **Table**, this field is a dropdown: - **All** - **Table** | **All** for cleaning rules that apply to all warehouses in the site selected in the **Site** field. **Table** for cleaning rules that apply to a specific warehouse in the site selected in the **Site** field. > [!NOTE] > Note > > To use this field, you must be running Life Sciences release 2026-Q3 or later. |
| Warehouse | - If the **Warehouse code** is set to **All**, this field is blank and greyed out. - If the **Warehouse code** is set to **Table**, lookup to **Warehouses** form, automatically filtered based on the value selected in the **Site** field. | The warehouses where the cleaning rules are applicable. > [!NOTE] > Note > > To use this field, you must be running Life Sciences release 2026-Q3 or later. |
| Resource code | Dropdown: - **All** - **Table** - **Group** > [!NOTE] > Note > > If the **Warehouse code** field is set to **All**, this field is set to **All** by default. It can be updated to **Group**, but not to **Table**. | Group of dispensing booths (called **Resources**) or specific dispensing booth that requires a cleaning operation. > [!NOTE] > Note > > To use this field, you must be running Life Sciences release 2026-Q3 or later. |
| Resource | If the **Resource code** is set to: - **All**, this field is blank and greyed out. - **Table**, lookup to **Resources** form which **Resource type** is **Location** and automatically filtered based on the values in the **Site** and **Warehouse** - **Group**, lookup to the **Cleaning resource groups** form. | The dispensing booth(s) (i.e., **Resource**(s)) where the cleaning rules are applicable. > [!NOTE] > Note > > To use this field, you must be running Life Sciences release 2026-Q3 or later. |
| Item code | Dropdown: - **All** - **Table** - **Group** | Only applicable to cleaning rules based on material type. |
| Item | If the **Item code** is set to: - **All**, this field is greyed out. - **Table**, lookup to **Released products** form with **Dispensing type** set to **Weighing** or **Counting by weighing**. - **Group**, lookup to the **Cleaning groups** form. | Group of items or items that require a cleaning operation. Only applicable to cleaning rules based on material type. |
| Material type group | - Enabled only if the **Item code** is set to **All**. - Lookup to the **Material type groups** form. | Only applicable to cleaning rules based on material type. |
| Cleaning type | Dropdown: - **Monthly** - **Daily** - **Full** - **Partial** | **Partial** or **Full**, applicable to cleaning rules based on material type. **Monthly** and **Daily** are applicable to cleaning rules based on the schedule. |

Cleaning rules based on scheduling are enforced depending on the working days defined in the calendar assigned to the resource that maps the dispensing room.

Cleaning rules based on material type can be applied to all items, a specific item, or a group of items. The Life Sciences Weighing and Dispensing module allows users to group items into cleaning groups defined in the **Cleaning groups** form available in **Inventory management > Setup > Cleaning > Cleaning groups**.

Furthermore, the system provides the capability to define groups of material types with common properties (for example, material types including active ingredients or excipients) in the **Material type groups** form (**Product information management > Setup > Material types > Material type groups and Inventory management > Setup > Material types > Material type groups**).

Additionally, the system provides the capability to define groups of dispensing booths (called **Resources**) with common properties in the **Cleaning resource groups** form (**Inventory management > Setup > Cleaning > Cleaning resource groups)**.

These setups allow for the aggregation of materials and dispensing booths that follow the same cleaning rules.

## Cleaning instructions

To support a dispensing operator in the execution of the cleaning in compliance with the established procedure, it is possible to define cleaning instructions by the combination of a cleaning type and a site. The applicable cleaning instruction is displayed during the execution of a cleaning task in the Life Sciences Weighing and Dispensing Client.

Cleaning instructions are available in the **Cleaning instructions** form in **Inventory management > Setup > Cleaning > Cleaning instructions**.

## Related

- [Weighing and Dispensing compliance with 21 CFR Part 11](/weighing-and-dispensing-compliance-with-21-cfr-part-11.md)
- [Cleaning operations](/cleaning-operations.md)
- [Cleaning](/cleaning.md)
- [Life Sciences Weighing and Dispensing](/life-sciences-weighing-and-dispensing.md)