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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
- 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.
- Once a package is opened and the Tracking tab clicked, the tracking status log for the package will display.
- CSV | Excel - The exported Tracking table fields include the following:
- User - The name of the user who applied the tracking status change.
- Date-Time - The Date-Time the tracking status change was applied.
- Status - The tracking Status and tracking Status color applied when the tracking Status was updated.
- Comment - Comments are added in a variety of ways:
Automatically by STRATUS.
Package Creation:
Comment = Publish
Package added to Container:
Comment = STRATUS Added to [Container Name]
- Tracking Status comment made to an Assembly contained within the Package:
- Comment = STRATUS Automated Event
A part's tracking status on that package is downgraded which forces the whole package to downgrade
Comment = STRATUS Automated Event
Updates during the import/publish process for packages/assemblies/parts
- Comment = STRATUS Automated Event
Adding an assembly to a package
- Comment = STRATUS Automated Event
Manually by User
In the Comments column under Packages > Viewer > Tracking table.
In the comment field of an API POST.
In the Comment textbox on any Package > Viewer page. Click the Apply button to make the change.
- Division - The Division selected an applied by the user.
- Hours - The Hours entered an applied by the user.
- Attachments - Users can attach a file to the assembly. See the File Attachment Workflow article for more information.
- Remove Selected Item - Deletes the associated tracking row.
- CSV | Excel - The exported Tracking table fields include the following:
- To change the tracking status, a user can either:
- Click the Next Tracking Status button and then click Apply.
- 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:
- Packages Name Multi 1 and Multi 2 have same parts. One Package has the Default category and the other Fabrication Production.
Click on Package Number 123-2022-0084, click Tracking and then change the Status to Spooled.
- On the Packages > Dashboard, both Packages are now updated to the same Spooled Status.
- Packages Name Multi 1 and Multi 2 have same parts. One Package has the Default category and the other Fabrication Production.
- 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:
- Click the Status selector drop-down, select a status, and then click Apply.
- Click the Next Tracking Status button and then click Apply.
- 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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