The Item Status screen provides a consolidated view of an item’s lifecycle, including its current state, history, related transactions, quality checks, issues, and build information. It also reflects the state of the item which could be available, work in progress, on hold, consumed, scrapped, kitted, dispatched, in transit, or otherwise restricted from use.
You can perform some transactions on the items from within Item Status for convenience.
Item Status can be accessed from the left-hand navigation, from the Item Status button on the workstation, as a report from Schedule Manager, and from the Stock Items screen.
The Item status screen defaults to the Summary view when it is opened. The Create Out of Sequence and New Task buttons are displayed for all views.
Create Out of Sequence
This button is used to record time against an operation outside its normal position in the sequence.
By default, operations must be completed in order. For example, in a sequence of 10, 20, 30, and 40, you cannot book time to operation 30 until operation 20 is complete, and you cannot book time back to an earlier operation once it has been marked complete. Create out of sequence removes this restriction for a specific booking, letting you record time against an operation that has not yet started, or against one that has already been completed.
When you record time against an operation that has already been completed, the system prompts you to confirm whether the time is being recorded as rework.
Typical use cases include the following.
- Completing an operation before a minor, non-critical component is available, then booking the remaining time once that component arrives. For example, marking an assembly operation as complete without a nameplate fitted, then booking the time to fit the nameplate when it arrives.
- Recording additional time against an operation that has already been closed, to account for rework identified after the fact.
- Starting work on a later operation ahead of schedule, before all work on the preceding operation is finished. For example, beginning a cleaning operation on one section of an item while other sections are still being processed at an earlier operation.
New task
This button is used to create an additional task associated with the item, typically for rework (on WIP items) or repair (on completed items) if workflows for these have been configured.
A new task can run in one of two ways:
- As a parallel task, which runs alongside the existing work without interrupting it.
- As an inserted task, which must be completed before the existing workflow can continue.
Whether the system creates a simple task or triggers a full workflow depends on whether a matching workflow has been configured for that scenario.
View
The View field drills down into further details about the selected view of the item.
Summary
The Summary view is the top‑level overview of an individual item, displayed when an item is first opened in Item Status. The Summary presents key, high‑level information about the item without requiring navigation to detailed sub‑views. It provides immediate visibility of the item’s overall state and progress before needing to drill into more detailed views such as Bill of Materials, Build History, Case Data, Check Results, etc.
Rollback
This button is displayed in the Summary view when an item in WIP is selected. It is used to reverse a completed operation and remove any work recorded against it.
Rollback treats the operation as though it never happened. Any quality checks, time, or other data recorded against that operation are deleted, and the item reverts to its state before the operation was completed.
For example, if an item is moved from operation 10 to operation 20 in error, use Rollback to return it to operation 10. The system removes the record of operation 20 entirely.
Rollback differs from Create Out of Sequence, even though both let you record more time against an earlier operation after the fact. Rollback assumes the later operation should not have been completed. All data recorded against it is removed.
Create Out of Sequence assumes the later operation was completed correctly. The recorded data is kept, and it simply allows additional time to be booked to an earlier operation.
eCHR
The eCHR view provides access to the Electronic Control History Record (eCHR) associated with an item. The eCHR view presents the controlled manufacturing history that is recorded for the item, in accordance with the configured eCHR profile and approval rules. For more information, see eCHR.
Bill of Materials
Provides the current as-built state of the Bill of Materials (BOM) hierarchy, reflecting all build and remove transactions applied to reach the current state. For more information, see BOM.
Build History
The Build History view shows all transactions that contributed to the current state of the item. It also records the child items that were consumed, assembled, or removed during the build process.
Case Data
The Case Data view displays the current case data recorded against the item and the history of each case data entry including the date and time the user performed any update. It provides visibility to view the data that may have been used in workflow to reach decisions.
Check Results
The Check Results view displays the checklist results recorded against the item. It provides access to the results of quality checks that have been executed for the item during its lifecycle. For more information, see Checklists.
Concessions
The Concessions view displays the concessions that have been raised against the item. It provides a list of concessions associated with the item, allowing you to review any approved deviations or acceptance decisions recorded during the item’s lifecycle.
Files
Displays the view log, showing which documents were viewed and who viewed them when working on an item.
Issues
The Issues view displays any issues that have been raised against the item. It provides a list of issue records associated with the item, allowing you to review problems, non‑conformances, or other issue types linked to that item during its lifecycle. For more information, see Issues.
Item Documents
The Item Documents view displays all documents that are assigned to the item. It provides visibility of item‑specific documentation associated with the item during its lifecycle. It also allows you to link the item to additional documents.
Item Labels
The Item Labels view provides access to the labels printed for the item. You can reprint, scrap, view details, view image and upload a scan of an item label from within Item Status. For more information, see Label Print.
Labour Activity
The Labour Activity view provides visibility of labour activity recorded against the item, showing time or activity information associated with work performed on the item during its lifecycle. For more information, see Overall Labour Productivity
Notes
The Notes view displays free‑text notes recorded against the item. It provides a place to capture and review informational or contextual comments associated with the item during its lifecycle.
From within Item Status, you can add notes for a job, item, workflow and product.
Planned Operations
The Planned Operations view displays the current and planned operational work associated with the item. It provides visibility of the operations for an order detailing the planned work centre, start/end dates and deadline dates for each operation.
Stock Transactions
The Stock Transactions view displays the stock‑related transactions recorded against the item. It provides visibility of inventory movements and status‑changing events that have affected the item during its lifecycle. For more information, see Material Transactions.
Timeline
The Timeline view presents a chronological sequence of events recorded against the item. It provides a time‑ordered view of changes, actions, and state transitions that have occurred during the item’s lifecycle.
Tools
The Tools view displays the tools that have been used during the manufacture of the item.
Where Used
If an ingredient is found to be defective, it is important to know what parent item it was consumed to. The Where Used view in item status provides this information.
Where multiple items share the same serial number (typically when a lot has been split) all consumptions related to all items with a specified serial number can be found using the Inventory Where Used report. Note that this is a separate menu item that can be access from the main menu.
Workflow Flow Logs
The Workflow Flow logs view displays the workflow flow log entries recorded for the item. It provides visibility of workflow‑related events and transitions that have occurred as the item has progressed through its workflow. For more information, see Workflow.
Workflow Tasks
The Workflow Tasks view displays the workflow tasks that are associated with the item. It provides visibility of task‑level workflow activity linked to the item as it progresses through its workflow. For more information, see Workflow.
Workflow Visits
The Workflow Visits view displays the workflow visits recorded for the item. It provides visibility of each time the item has entered or visited a workflow context during its lifecycle. For more information, see Workflow.
Action Logs
The Action Logs view displays the action log entries recorded against the item. It provides visibility of when each action within each operation has been viewed/completed (or skipped/cancelled) for an item.
Finding Items
You can search an item in Item Status, or you can jump to Item Status through one of the following ways:
- Finding items on open orders: In Schedule Manager, select Order and then Items button. This will show you where each item on the job is currently at. Selecting an individual item provides you a shortcut to Item Status for that item.
- Finding items on the workstation: In the workstation, select Admin Device and search for the serial number, product or order number. Note, Admin Device requires specific permissions to be able to view. Admin device requires a search string to work – it will not carry out an ‘open’ search.
- Finding all stock items: The Stock Items report allows you to search for any material item in the system, regardless of status. Selecting the item and clicking Details short cuts you to Item Status.
