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.

Tracking Tab

1. 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.

2. Once a package is opened and the Tracking tab clicked, the tracking status log for the package will display.

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

   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 - The tracking Status and tracking Status color applied when the tracking Status was updated.

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

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      1. Automatically by Stratus.

         1. Package Creation

            1. Comment = Publish

         2. Package added to Container

            1. Comment = Stratus Added to [Container Name] 

         3. Package removed from Container

            1. Comment = Stratus Removed from [Container Name] 

         4. Tracking Status comment made to an Assembly contained within the Package

            1. Comment = Stratus Automated Event 

         5. Downgrade a Part Tracking Status on a Package which forces the whole Package to downgrade

            1. Comment = Stratus Automated Event

         6. Updates during the import/publish process for packages/assemblies/parts

            1. Comment = Stratus Automated Event

         7. Adding an assembly to a package

            1. Comment = Stratus Automated Event

         8. Downgrade an Assembly Tracking Status belonging to a Package

            1. Automated Event - Part Tracking Status Update [Tracking Status Name].

      2. Manually by User

         1. In the Comments column under Packages > Viewer > Tracking table.

         2. In the comment field of an API POST.

         3. In the Comment textbox on any Package > Viewer page. Click the Apply button to make the change.
            
            

   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 Selected Item - Deletes the associated tracking row.
      
      

3. To change the tracking status, a user can either:

   1. Click the Next Tracking Status button and then click Apply.

       

      1. 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:

         1. Packages Name Multi 1 and Multi 2 have same parts. One Package has the Default category and the other Fabrication Production.

             

         2. Click on Package Number 123-2022-0084, click Tracking and then change the Status to Spooled.
            
            

         3. On the Packages > Dashboard, both Packages are now updated to the same Spooled Status.
            
            

   2. Click the Status selector drop-down, select a status, and then click Apply.

       

4. 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.