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Tracking Statuses are STRATUS' way of categorizing elements, assemblies, and orders into buckets based on their status in a workflow.

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Videos

Tracking Statuses (6:08) - This video demonstrates:

  1. How how tracking statuses are used in STRATUS including Display Modes, Filters, Actions, Assemblies, Orders, Plans, TigerStop, and updating status in CADmep and Revit models.

  2. How to configure the Tracking Statuses page including the Can Assemble and Can Order check boxes. 

  3. How to create a new Tracking Status.

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Page Summary


  • New Tracking Status - This button will allow you to add a completely new tracking status.

  • Order Number - You can move any tracking status to any position that you'd like to by specifying a position number and clicking the checkbox button.

  • Move Arrows - If you wish to move a tracking status up or down you can do so by clicking the up and down arrows.

  • Name - This is the tracking status name that will display around STRATUS.

  • Can Assemble - Checking on "Can Assemble" for a given tracking status tells STRATUS that an assembly can still be edited.Adding a part to an assembly is an edit operation. 

  • Can Package - Checking on "Can Package" for a given tracking status tells STRATUS that a package can still be edited. Adding parts and assemblies to a package is an edit operation. Creating a Cut List from a package is not an edit operation, so the Can Package checkbox would be unchecked. The Can Package checkbox associated with each tracking status is the setting that either unlocks or locks the package for editing or downstream workflows. 

    • Can Package is checked - When the package is in a tracking status where Can Package is checked (Ex. Modeled and Coordinated above), you can only do actions that edit the package. For example:
      • Models > Viewer > Actions > Packages > Edit the Package content
      • Items > Edit the Task Workflow
    • Can Package is unchecked - When the package is in a tracking status where Can Package is unchecked (Ex. Issued for Fabrication above), the package is locked down and ready for downstream workflows. As a result, for an individual package, you can do the following:
      • BOM > Generate BOM Report
    • Downstream Workflows
      • To generate the downstream workflows below, the package must be in a tracking status where:
        • Can Package is unchecked, AND,
        • Processor is in the Shop Tracking Status Group (see screen shot below)

          Image Added

      • Downstream workflow buttons that are now enabled include:
        • Cut Lists > Generate Cut Lists
        • Point Lists > Generate Point Lists (if the package includes hangers)
        • Tasks >Generate Tasks

  • Applies to Package, Applies to Assembly, and Applies to Part - When unchecked, you tell STRATUS that a particular tracking status cannot be applied to a Part, Assembly, or Package. For example, if the Applies to Package checkbox is unchecked for the Modeled tracking status, a) on the Packages > Tracking tab, the Modeled tracking status option will not display in the Status drop-down, b) on the Assemblies > Viewer page in the Tracking section, the Modeled tracking status option will not display in the Status drop-down, c) and, if someone on your team is using the Scan page, sets the new tracking status to Modeled, and then scans a package or assembly, a message preventing the log entry will display. 

  • Office - This checkbox is used only in Plans. It specifies whether or not an order processor designated as an "Office" resource can process an order.

  • Purchasing - This checkbox is used only in Plans. It specifies whether or not an order processor designated as a "Purchasing" resource can process an order.

  • Shop - This checkbox is used only in Plans. It specifies whether or not an order processor designated as a "Shop" resource can process an order.

  • Field - This checkbox is used only in Plans. It specifies whether or not an order processor designated as a "Field" resource can process an order.

  • Description - You can give a more in depth tracking status description here.

  • Color - Assign a color for filtering using STRATUS viewer Display Modes

  • Delete - The trash can button allows you to delete undesired tracking statuses.



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Tracking Status

Defining your company’s Tracking Statuses is one of the first configuration settings to manage.
Inside the Tracking Statuses tab, you’ll find editable tracking statuses.
Depending on when your STRATUS account was created you might see these default tracking statuses.

A tracking status can be applied to a part, assembly or order.
A part is a model element.
An assembly is a group of parts that make up an assembly or spool and is used by the shop to fabricate or the field to install.
An order is a batch of assemblies or parts.

Before describing how to configure Tracking statuses, it’s important to know how tracking statuses are used in STRATUS.
In the Models … Viewer tab, the Display Modes tool includes a tracking status tab which displays in real-time part status by color code, the number of parts and % of parts currently in each tracking status.
Under Filters > Tracking, you can filter parts in the model viewer by specific tracking statuses.
And using the Actions tool, you can set the status of parts in 2 ways:
You can use the Filters options to isolate parts and then click the Apply to Isolated button, or,..
You can select parts or assemblies and then click the Apply to Selected button.

Under Assemblies, the Dashboard tab lists the Tracking Status for each assembly and the Viewer tab, lets you view and edit the tracking status for all parts in the assembly.
Under Orders, the Dashboard tab lists the tracking status for each order and in the Content tab you can view and edit the tracking status for all the parts in the Order.
Many of these views include the date/time stamp and the person who updated the tracking status.

If your shop uses a TigerStop, STRATUS can automatically update the tracking status of cut parts after each cut.

Tracking Statuses are not only used within STRATUS, but, if the model or drawing is Imported using the GTP STRATUS Import command in CADmep or Revit, the tracking status applied in STRATUS will update the part properties in the Revit model or AutoCAD drawing.
For round-tripping tracking statuses back to STRATUS during the publish process, in the Publishing tab, set the Property Mapping to the STRATUS order or status parameter name used in your model.
Here you can see the tracking status xx in the Revit properties.
And here you can see the Item Statuses in Fabrication database are validated to include STRATUS tracking statuses.

Now that reviewed how tracking statuses are used in STRATUS, let’s walk through the process of configuring tracking statuses at your company.
STRATUS ships with default tracking statuses that you can remove, rename, and configure.
Tracking Statuses, like all Company settings are applied to all projects in your company.
Each tracking status can be as broad or granular as your need.
A tracking status can be sequentially ordered and named.
The shorter the tracking status name the better so that it will fit in various displays.
Use the description field to further describe a tracking status.
The Can Assemble and Can order checkboxes are IMPORTANT to understand, as they enforce a strict workflow for users and determine for which tracking statuses a user can create a new assembly or a new order.
For example, if the tracking status for an item is installed, you wouldn’t want someone to try to add it to a new assembly.
To accommodate this scenario, the Can Assemble checkbox is unchecked for the Installed status, so a user will not be able to add the part to an assembly once its status is set to Installed.
Notice that for the Changed Order tracking status, all departments have access to this status and the Can Assemble and Can Order checkboxes are checked.

If your company is using the Plans feature to manage scheduling, then you will utilize the next few columns which broadly designate order processing department functions for Office, Purchasing, Shop, and Field.
If you are not using this feature, then you do not need to configure these columns.
On the Plans Order Board, each Tracking Status is used to configure Kanban columns.
Briefly, when checked for an order processing department, the tracking status will be used as a Kanban board column and orders can be moved as a group from one tracking status to another.
The % complete for the order reflects the % complete set in Tracking Statuses for the department, unless more granular sub tasks have been defined for the order.
For example, for the Office, once a model has been coordinated, the Office work is 75% complete.
Then, once the model has been Issued for Fabrication by publishing the model to STRATUS, the Office’s work is 100% complete, while the Shop and Field are at 0% to indicate that the work is in the queue.
These column headings are not editable.

To create a new tracking status:
To create a new tracking status, Click the + New Tracking Status button. The grid will become editable.
Go to Admin > Company > Tracking Status page.

Click in the name field, enter a tracking status name, and then click the check button to save or x to cancel.

Check the Can Assemble and Can Order checkboxes as needed.
If you are using the Plans feature for scheduling, skip the department checkboxes until after you save the row.
Enter an optional description. (optional)
And tracking status select a color.
The color selected for each tracking status displays on the Models Viewer page when the Tracking Display Mode is selected.
This tracking status color code is useful to gain a quick overview of the progress made in area of the building.
Click Save or Cancel button.
To reorder the tracking status, click the up or down arrow buttons.
And, If you are using the Plans feature for scheduling, check all of the departments that this tracking status should display on and enter a % complete.

Finally, to delete any tracking status click the trash can.
To edit a tracking status:
Stratus grids include in-line editing so you can click any cell to edit.

Some data edit dialogs will require that you save or cancel. Other data will save as soon as the edit is made.
Reorder tracking status clicking the up/down arrows to reorder the sequence of tracking statuses or you can just edit the sequence number directly.
Delete a tracking status by clicking the trash can .

Not Used
For example the Office, which would include the Modeler, has checked to include the Modeled, Coordinated, and Issued for Fabrication tracking statuses.
Notice that the Shop and Field also use the Issued for Fabrication tracking status.
For the shop, the percent complete is set to 0%.
Normally, no one from the shop would set the status of an item to Issued for Fabrication, but, when viewed on a Kanban board, this 0% complete tracking status does display as the first column on a Kanban board and indicates that work is in the pipeline.
This indicates that the workflow for this item needs to start from the beginning modeling and publishing the change, purchasing, etc.