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The Package Items tab displays items (parts or assemblies) for individual packages and includes the item numbers for parts in the package and assemblies in the package, current tracking status, delete a part or assembly from the package, open an assembly in the assembly viewer, task workflow assignment, and edit the tracking status.  You can also use standard grid features to sort, filter, and search for packages.

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Tracking Status

The current tracking status Tracking Status for the Package displays in the package filter row and as part of the package . Individual package parts or assemblies will initially have the same tracking status as the package but can be changed independently to track work on the package in the items grid. A package can only be edited when it is in a "Can Package" tracking status. "Can Package" is a setting associated with the tracking status that tells STRATUS whether or not the package can be edited or not. Go to the Tracking tab to change the tracking status as needed. When you return to the Items tab, refresh the page to display the changes.

Delete a Package Item

To delete a package item, click the Image Removed Remove selected item button. The selected part or assembly will be removed from the package and will be available to add to another package within the same package category.

Open Assembly in the Assembly Viewer

Tracking Status Group and Processor

If a Processor has been selected for package, the Processor (Ex. Project Management) and Tracking Status Group [Office] will display to the left of the Tracking Status. 

Search

Filter to any text in the Items list by entering it in the Search text box.

Filter / Sort the Item List

• Filter - Click the Filter icon in the column header to Filter the list.
• Sort - Click the arrows in the column header to sort the list by the column.

Move Up/Down Arrows

Use the Move Up/Down arrows to override the sort order.

Type

The Type can be a Part or Assembly.

Name / Description

The Name / Description for an Assembly provides the Name of the Assembly and a link to the Assembly in the Assemblies > Viewer tab. For a Part, the Name field of the part will display.

Number(s)

The Numbers for an Assembly displays all of the part Item Numbers for the assembly. For a Part, the field diplays the part's Item Number.

Task Workflow Assignment

A Task Workflow is an optional feature where a task sequence can be assigned to a package.  When a task workflow is used, one or more tasks are added to a Kanban board where tasks are managed as To Do, In Progress, or Done.  In order to use this feature, Task Workflows need to be defined under Admin > Company > Task Workflows. See the Task - Categories, Definitions, Workflows for information about how to configure a task workflow.

A package can include items that could be routed to different task workflows.

To assign task workflow to package item:

1. To assign a a single task workflow, click the field in the Task Workflow column and select the task workflow.
   
   
2. To assign the same task workflow to multiple package items, click the checkbox associated with each item.
3. Click the field in the Task Workflow column and for one of the checked rows, select a new Task Workflow. 
   
   
   
   
4. The Task Workflow will be applied to all checked rows.
   
   
   

Status

Individual package parts or assemblies will initially have the same tracking status as the package but can be changed independently to track work on the package in the items grid. A package can only be edited when it is in a "Can Package" tracking status. "Can Package" is a setting associated with the tracking status that tells STRATUS whether or not the package can be edited or not. Go to the Tracking tab to change the tracking status as needed. When you return to the Items tab, refresh the page to display the changes. Click the Status link will display the Update Tracking Status dialog where user's can change the Status, Processor, or Cost Type, update the Hours, add a comment, picture, or attachment to the item.
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Delete a Package Item

To delete a package item, click the Image Added Remove selected item button. The selected part or assembly will be removed from the package and will be available to add to another package within the same package category.

Change the tracking status of multiple items

To change multiple tracking statuses at one time from the Package's Items tab:

1. Go to a Packages and click the Items tab.
   
   
   
2. Select checkboxes for multiple items.
3. Click the status of one of row item. The Update Tracking Status dialog will display.
4. Change the status and click Update. All checked items will change to the selected Status.