Resolve the name and part
Record the scientific name, relevant synonym, plant part and source lot before assessing a preparation. A common name can refer to more than one botanical material. Leaf, root, fruit and seed are not administrative details: they identify different starting materials. Preserve the original records rather than replacing them with a broad marketing category such as herbal complex.
Use methods suited to processing
WHO describes identity and quality examination of herbal materials. An extract may no longer retain the anatomical features used to identify whole material, so the test plan must account for processing. Ask how the raw material was authenticated and which chemical comparison or other suitable method supports extract identity; one universal identity method is not assumed here.
Connect documents to the lot
The supplier specification, manufacturing summary and COA should identify the material consistently and connect to a traceable lot. Investigate mismatched botanical names, plant parts or batch identifiers before approval. Traceability makes an investigation possible; it does not by itself show that every contaminant was tested or that the finished application is authorized.
Receiving review
Confirm that the lot label, delivery document and laboratory sample refer to the same material before release.