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The Tracking tab displays the tracking status history for the selected assembly and the ability to update certain information (Comments, Division, and Attachments) and remove a tracking status.

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Tracking Tab

The Tracking tab displays the tracking status history for the selected assembly and the ability to update certain information (Comments, Division, and Attachments) and remove a tracking status.

Summary

The Tracking tab includes the following:

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  1. CSV | Excel - The exported Tracking table fields include the following:

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  2. User - The name of the user who applied the tracking status change.

  3. Date-Time - The Date-Time the tracking status change was applied.

  4. Status and Status Color - The Tracking Status and Tracking Status Color applied when the Tracking status was updated.

  5. Comment - Comments are added in a variety of ways:

    1. Automatically by STRATUS - Automatic comments also add a tracking row.

      1. Assembly Creation: Comment = STRATUS Automated Event and New Assembly

      2. Assembly or Package added to Container: Comment = STRATUS Added to [Container Name] 

      3. Package tracking status update is made to the Package that contains the assembly: Comment = Updated Comment

    2. Manually by User

      1. In the Comment textbox on any Assemblies > Viewer page. Click the Apply button to make the change. Comment = Updated Comment

      2. In the Comments column under Assemblies > Viewer > Tracking table.

      3. In the comment field of an API POST.

  6. Division - The Division selected an applied by the user.

  7. Hours - The Hours entered an applied by the user.

  8. Attachments - Users can attach a file to the assembly. See the File Attachment Workflow article for more information.

  9. Remove Status Row - Deletes the associated tracking row.

Create New Assembly

  1. When a new assembly is created, 2 Tracking entries are made and automatic, editable Comments entered.

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Working with Assembly

As users work with the assembly, tracking statuses can be added, edited, and removed.

The Tracking tab displays the current tracking Status of the assembly and includes the User who updated the tracking status and the Date-Time stamp

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For each tracking status the Comment, Division, and Hours can be updated (in-grid). In addition, a tracking status can be removed by clicking the Remove Selected Item button.Image Removed

The Tracking Status for the assembly can be changed in the Tracking section. Use this if your workflow is to update the tracking status at the assembly level. Here too you can apply a Division, Comment, Hours, and Cost type to the assembly during the tracking status update. Alternatively, the tracking status can be updated at the Package level. Once the tracking status of all assemblies in a package have changed, the status of the package will change as well.

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