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

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.

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 - 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)
        
        
        
        
    • 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.