Traceability Report
The 'Traceability Report' allows you to trace various Records throughout your system (only for Records where system default Trace No. field were completed), and which are associated with Ingredients/Materials or Final Products. This Report is very useful when used while conducting Traceability Audits or at other times when you require to search for Records where a specific Trace No. has been entered.
Image: Traceability Report - Product and Material Default Landing Page
1. Start/End Dates: Set the time frame required for your Report. Click on the Dates to access the Calendar and select the required Start and End dates for which the Report will populate the data.
2. Search On: By default, all sections are selected (highlighted in grey). You can select from the list which entity you want the Report to search for, i.e., by Product Name, Material Name, Product Trace No., Material Trace No., or Audit Name. Multiple entities can be selected by holding down 'Ctrl' while clicking the required entities.
3. Looking For: After selecting the entity you are searching for in the 'Search On' list, use the 'Looking For' search bar to search for the specific entity, e.g., a Product Trace No., a Material Trace No., a Product Name, a Material Name, or Audit Name. After typing into the field use the 'Update' (6) button to refresh the Report settings, or use the enter key.
4. Customer: Click on the drop-down to filter by a specific Customer. This allows you to see Records, such as dispatch Records, that are connected with a specific Customer.
5. View: The 'View' drop-down allows you to filter the Report to only display specific Records, i.e., All, Material, Product, or Dispatch Records. By default, 'All' is selected.
'Dispatch Records' are simply Monitoring Records in which you have the Master Data 'Customer' drop-down, Timestamp and Quantity fields selected.
6. Update: After setting the 'Search On' options and completing the 'Looking For' fields, click the 'Update' button to refresh the Report.
7. Arrows: Use the arrows to move across multiple pages of records. The arrows will appear on the screen only if the Report data exceeds a single page and spans across multiple pages.
8. Export: You can export your report by clicking the 'Export' symbol and choosing your preferred export format, e.g., PDF.
9. Refresh Button: Use the Refresh button to update the Report with the applied settings as described above.
Note: You are required to use the 'Search On' and 'Looking For' search bars together, for example, if you want to find Records relating to a Product Name you would choose 'Product Name' from the 'Search On' list and then use the 'Looking For' search bar to type out the specific Name of the Product.
Records relating to your search will be categorised under Product, Material, Dispatch Records and Internal Audits headings. Depending on what you are searching for, you may only have Records under one, or a few of the headings. Use the arrows (7) to move through the pages of Records and view each section.
Image: Product Traceability Report
1. Start Date/End Date: This is the time frame for which the Report is showing data for. You can adjust the Start and End dates in the 'Start' and 'End' calendar fields at the top of the Report.
2. Searching: The search entities set for the Report are displayed here, e.g., this Report filter is searching for the Product Trace No. If multiple entities were selected in the 'Search On' field, they will be displayed here (if there are any Results for this filter).
3. Search Value: The 'Search Value' is the 'Looking For' as entered above.
4. Customer: This is the name of the Customer(s) that the search relates to.
5. Conducted: This is the date that the Record was conducted in the system.
6. Record Name: This is the name of the Record. Clicking on the name of the Record will bring you directly to the Record in the system.
7. Record Type: The specific Record Type is defined in this column.
8. Product: This is the name of the actual Product. Clicking on the name of the Product will bring you directly to the Product main page in the system.
9. Trace No.: The Trace Number entered in the Record will appear here. If you have selected Product or Material 'Trace No.' in the 'Search On' field, and specified the Trace No. in the 'Looking For' section, all Records with that Trace No. will be pulled up.
Image: Material Traceability Report
1. Start Date/End Date: This is the time frame for which the Report is showing data for. You can adjust the Start and End dates in the 'Start' and 'End' calendar fields at the top of the Report.
2. Searching: The search entities set for the Report are displayed here, e.g., this Report filter is searching the Material Name. If multiple entities were selected in the 'Search On' field, they will be displayed here (if there are any Results for this filter).
3. Search Value: The 'Search Value' is the 'Looking For' as entered above.
4. Customer: This is the name of the Customer(s) that the search relates to.
5. Conducted: This is the date that the Record was conducted in the system.
6. Record Name: This is the name of the Record. Clicking on the name of the Record will bring you directly to the Record in the system.
7. Record Type: The specific Record Type is defined in this column.
8. Material: This is the name of the actual Ingredient/Material. Clicking on the name of the Ingredient/Material will bring you directly to the Material's main page in the system.
9. Trace No.: The Trace Number entered in the Record will appear here. If you have selected Product or Material 'Trace No.' in the 'Search On' field, and specified the Trace No. in the 'Looking For' section, all Records with that Trace No. will be pulled up.
Image: Dispatch Records Traceability Report
Dispatch Records are simply Monitoring Records that meet certain requirements. Records created from Monitoring Programmes that include the Master Data 'Customer' drop-down, a timestamp, and quantity field are considered to be Dispatch Records.
1. Customer Name: This is the name of the Customer(s) that the Dispatch Records relate to. Clicking on the name of the Customer will bring you directly to their Master Data page.
2. Date: This is the Date that the Dispatch Record was completed.
3. Trace No.: This is the Trace Number entered in the Dispatch Record.
4. Record Name: This is the name of the Record. Clicking on the name of the Record will bring you directly to the Record in the system.
5. Product: This is the Product to which the Dispatch Record relates to. Clicking on the name of the Product will bring you directly to the Product's main page in the system.
6. Quantity: This is the value added to the 'Quantity' field in the Dispatch Record for the specified Trace No.
7. Total: The Traceability Report will automatically sum up the quantities for the specified Trace No. and will display it in the 'Total' row.
Image: Internal Audits Traceability Report
1. Date: This is the Date of the Internal Audit Record.
2. Name: This is the name of the Internal Audit Record. Clicking on the name of the Record will bring you directly to the Record in the system.
3. Audit: This is the name of the Internal Audit Programme from which the Audit Record was generated.
4. Site Sequence ID: This is the specific Record Number or ID.
