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Tracking Statuses (Admin)

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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 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 in STRATUS.

  • Can Assemble - The Can Assemble checkbox, when checked tells STRATUS that an assembly can be edited. Adding a part to an assembly is an edit operation. 

  • Can Package - When the Can Package tracking status option is checked, it means that parts, assemblies, and packages can be edited. For example, you can add parts or assemblies to a package.  When unchecked, it means that the parts, assemblies, and packages are not editable. It also means that  parts, assemblies, and packages are ready for downstream workflows.
  • 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 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.






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