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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.

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. 


Step-by-step guide

See video for step-by-step guide.

Runtime: 6:08





















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 will enable assembly creation only when a part has the associated tracking status applied.
  • Can Order - Checking on "Can Order" for a given tracking status will enable order creation only when a part or assembly has the associated tracking status applied.
  • 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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