A Tracking Statuses is a way to categorize and control parts, assemblies, and packages. The "Can" operation checkboxes control what you can do within a Tracking Status. The "Applies To" settings control what the Tracking Status can be applied to the Package, Assembly, Part, or Container. The Tracking Status Phases relate to Divisions and % complete calculations. 

Time Saving Note: The STRATUS Customer Success Team has configured and can transfer to your company database Filters, Reports, Task Definitions, Task Workflows, Task Categories, Cost Categories, Cost Types, Tracking Statuses, and other Admin configurations. Contact the STRATUS Service Desk for more information.

Configuration

• New Tracking Status - This button will allow you to add a new tracking status.

• Order Number "#" - Each tracking status is associated with a number “#” column with 1 being the lowest.  Set the Tracking Status order by specifying the position number or use the Move Arrow buttons. When applied to an assembly or package, STRATUS will display the status of its lowest ordered child.  Note: A part is a child of an Assembly or Package, while an Assembly is a child of a Package.

• 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 in STRATUS.

• Can operations - control what types of edits can be made to a part, assembly, or package.

  • Can Assemble - When the Can Assemble tracking status option is checked, it means that an assembly can be edited. For example, adding a part to an assembly is an edit operation. An assembly whose tracking status is not Can Assemble will display as locked. 

  • Can Package - When the Can Package tracking status option is checked, it means a package can be edited. For example, adding parts or assemblies to a package is an edit operation.  When unchecked, it means that the package is not editable. It also means that the package is ready for downstream workflows.
  • Can Number - When the Can Number tracking status option is checked, it means that an assembly or package can be renumbered using the Renumber All Item Numbers tool in the Assemblies > Viewer or the Packages > Viewer.  When an assembly or package is NOT in a Tracking Status where Can Number is checked, then the message "Renumbering is not allowed for the current tracking status" will display when the Renumber All Item Numbers button is clicked.
    
    
    
  • Can BOM - When the Can BOM tracking option is checked, it means that the Package > BOM > Generate BOM button will be enabled.
  • Can Cut List - When the Can Cut List tracking option is checked, it means that the Package > Cut List > Generate Cut List button will be enabled.
• Applies to settings -  The Applies to settings tell STRATUS that a particular tracking status can or can't be applied to a Part, Assembly, or Package. In other words, when unchecked the tracking status will not be available in the tracking status drop-down.
  • Applies to Package 
    • When unchecked, the tracking status cannot be applied to a package.
    • When checked, and a part is assigned to a package where the part's current tracking status is less than the first checked “Applies to Package” tracking status, the part's new tracking status will be changed to match the first checked “Applies to Package” tracking status. If the part's current tracking status is greater than the first checked “Applies to Package” tracking status, then the part's current tracking status will be retained.
  • Applies to Assembly
    • When unchecked, the tracking status cannot be applied to an assembly.
    • When checked, and a part is assigned to an assembly where the part's current tracking status is less than the first checked “Applies to Assembly” tracking status, the part's new tracking status will be changed to match the first checked “Applies to Assembly” tracking status. If the part's current tracking status is greater than the first checked “Applies to Assembly” tracking status, then the part's current tracking status will be retained.
  • Applies to Part - When unchecked, the tracking status cannot be applied to a part.
  • Applies to Container - When unchecked, the tracking status cannot be applied to a container.
• Tracking Status Phases - A Tracking Status Phase (Office, Purchasing, Shop, Field) is a non-editable category used to categorize Divisions under Admin > Company Divisions and to categorize Package Planning and Actual dates when creating a new package. A tracking status can be applied to multiple phases. There are 2 options for each Tracking Status and Tracking Status Phase intersection:
  • Checked - If the checkbox at the intersection of a Tracking Status and a Phase is checked, then the Tracking Status is applicable to the Phase. It will be set to 0% by default.
  • % Complete - The approximate percent complete of a package for the Division (the Tracking Status Phase) when the package is in the Tracking Status. This value is used to estimate the percent complete of the Package and Assembly.
  • Actual Start Date and End Date - If under Packages > Properties > Actual your company references the Actual section, then the phase column must include 0% that is associated with the phase Start Date and a 100% that is associated with the phase End Date.
    • 0% - When a package tracking status is changed the tracking status associated with 0%, then the date this occurs is entered as the Actual Start Date. Actual Start Date is not editable. Only the first 0% value listed for a phase will be used. All other percentages are ignored for the Actual table. See the article for more information. 
    • 100% - When a package tracking status is changed the tracking status associated with 100%, then the date this occurs is entered as the Actual End Date. Actual End Date is not editable.  Only the first 100% value listed for a phase will be used. All other percentages are ignored for the Actual table. See the article for more information. 
      

• Description - You can give a more in-depth tracking status description here.

• Color - Assign a color for filtering using STRATUS viewer Display Modes

• Warning - The Warning option provides users with a visual indication of when work on an item has stopped or is on hold. See Warning Tracking Status section on this page for more information.

• Delete - The trash can button allows you to delete undesired tracking statuses.

Warning Tracking Status

The purpose of the Warning Tracking Status option is to provide users with a visual indication of when work on an item has stopped or is on hold. The Warning checkbox can be checked for any tracking status and when the tracking status is applied, the colors of the page background menu bar items will change. As with all tracking status, even if the Warning checkbox is checked you the other options like Can Assemble, Can Package, Can BOM and the percent complete options still apply to the tracking status.  The “Warning’ tracking status works on the following pages:

• Package details > Tracking
• Assemblies > Viewer
• Landing page when a package QR code is scanned
• Landing page when an assembly QR code is scanned
• Landing page when a part QR code is scanned

To use the Warning Tracking Status:

1. Under Admin > Company > Tracking Statuses, create new tracking status or identify an existing tracking status.
2. Check the "Warning" option checkbox and set the Color to a distinguished color (Ex. Bright Yellow) that will be the warning background color when an item displays.
3. On the tracking status check the Warning checkbox. In this example, on the Package details > Items tab, when a package’s tracking status is changed to ON HOLD, the background color changed to bright yellow and the menu bar item text changed to blue due to the Warning checkbox being checked for the ON HOLD tracking status.
   
   
   

Videos

07/09/2020 - Setting up “Tracking Statuses” for best results!

Definitions
0:42 Tracking Status, Can Assemble, Can Package, Can Number, Can BOM, Can Cut List
2:00 Applies to Package, Applies to Assembly, Applies to Part
3:12 Office, Purchasing, Shop, Field Tracking Status Phase Division Categorization
3:56 Description, Color, Warning, Delete

Relation Between Tracking Statuses and Column Settings Using Customer Success
4:35 Design - Top Tracking Status, post-publish
5:32 Modeled
5:51 Packaged
5:58 Spooled
6:05 Material Ordered
6:42 Can Number
7:53 Materials Ordered and Joint Complete
8:15 Place Holder Geometry + Warning
9:02 On Hold + Warning

Examples
9:34 Create New Tracking Status + Project Roles Access
10:55 Apply Tracking Status in Models Viewer
12:00 Tracking Status Display Modes
12:20 Prevent Actions based on Tracking Status settings
15:00 Placeholder and On Hold with Warnings
15:49 Spool Breaks
17:40 Revit Tracking Status on Import