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Package Tracking

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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.

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.

    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:
      1. Automatically by STRATUS.

        1. Package Creation: Comment = Publish

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

        3. Tracking Status comment made to an Assembly contained within the Package: Comment = STRATUS Automated Event 
        4. A part's tracking status on that package is downgraded which forces the whole package to downgrade.

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

        6. Adding an assembly to a package.

      2. Manually by User

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

        2. 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.







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