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The Package's Tracking tab is one place to change the tracking status of a package. Your company administrator can turn on/off options for each tracking status.

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Tracking Tab

  1. When a new package is created, it is assigned with the first Tracking Status in your company's list under Admin > Company > Tracking Statuses whose Can Package checkbox is checked.
  2. Once a package is opened and the Tracking tab clicked, the tracking status log for the package will display.

    1. User - The name of the user who applied the tracking status change.
    2. Date-Time - The Date-Time the tracking status change was applied.
    3. Status - The tracking Status applied to the package.
    4. Comment - A comment can include:
      1. A comment that is entered into the Comment field of the Tracking section before the Apply button is clicked.
      2. When the package is added to a container, the container name displays in brackets (Ex. [Truck B]).
    5. Division - If a Division is selected in the Tracking section before the Apply button is clicked, the Division will display in the data table.
    6. Hours - If hours are entered in the Tracking section before the Apply button is clicked, the hours will display in the data table.
    7. Attachments - Displays a link to any package attachments.
    8. Remove Selected Item - Deletes the associated tracking row.

  3. To change the tracking status, a user can either:
    1. Click the Next Tracking Status button and then click Apply.



      1. When Same Part in Multiple Packages Note:  When packages have different package categories but include the same parts, the status changes will affect both packages. For example:
        1. Packages Name Multi 1 and Multi 2 have same parts. One Package has the Default category and the other Fabrication Production.Image Added

        2. Click on Package Number 123-2022-0084, click Tracking and then change the Status to Spooled.Image Added

        3. On the Packages > Dashboard, both Packages are now updated to the same Spooled Status.Image Added

    2. Click the Status selector drop-down, select a status, and then click Apply.


  4. Deleting tracking entries from the log for a package or assembly requires the button to be clicked by either the user who originally created the tracking entry or a project admin.






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