# BPROT - Activity

Production Tracking Activity

# Job Item Tracking

# Job Item Tracking Searching

##### Search all Job items

<span style="color: rgb(45, 194, 107);">**Production Tracking &gt; Activity &gt; PT Job Item Search**</span>

- <span style="color: rgb(0, 0, 0);">Click "**Search**"</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/EFNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/EFNimage.png)

Production Jobs are divided into three statuses

<table border="1" id="bkmrk-ready-created-or-imp" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 35.6174%;"></col><col style="width: 64.5062%;"></col></colgroup><tbody><tr><td>**Ready**</td><td>Created or imported</td></tr><tr><td>**Tracking**</td><td>Moving through system / Open</td></tr><tr><td>**Completed**</td><td>Completed its run</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/sRNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/sRNimage.png)

<div id="bkmrk-under-the-search-exp">Under the **Search Expand/Contact** tab, you will find additional filters to help refine your search.</div><div id="bkmrk--2"></div><div id="bkmrk--3"></div><div id="bkmrk--4"></div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/YJaimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/YJaimage.png)

# Job Item Details

**Job Item Details** displays items that have been set up for tracking.

<span style="color: rgb(45, 194, 107);">**Production Tracking &gt; Activity &gt; PT Job Item Search**</span>


[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/3hximage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/3hximage.png)


##### **Main tab**

Double click on the job line that want to view

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/n3himage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/n3himage.png)

<table border="1" id="bkmrk--3" style="border-collapse: collapse; width: 100%; height: 507.934px;"><colgroup><col style="width: 17.5661%;"></col><col style="width: 82.328%;"></col></colgroup><tbody><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Job Item No.**</td><td style="height: 29.8785px;"><div>This number is generated automatically as a consecutive numerical value when a new job is created</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Job Item Name**</td><td style="height: 29.8785px;"><div>Identifies the item being produced, processed, or tracked within a job.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Category**</td><td style="height: 29.8785px;"><div>Used to group the job item, such as by production line, process stage, or item type. These are setup in configuration.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Location**</td><td style="height: 29.8785px;"><div>Specifies the position within the production line, such as the individual bays where processing takes place.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Quality Control**</td><td style="height: 29.8785px;"><div>Displays the result once a quality check or inspection has been completed, such as a pass, fail, or noted damage.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Inspected By**

</td><td style="height: 29.8785px;"><div>Records the name of the person who completed the quality check or inspection.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Customer**</td><td style="height: 29.8785px;"><div>Identifies the customer associated with the job or item being tracked.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Document Type**</td><td style="height: 29.8785px;"><div>Indicates the type of document the job was created from, such as a **Quote**, **Invoice**, or other source document.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Document No.**</td><td style="height: 29.8785px;">Displays the reference number of the document the job was initiated from.</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Doc. Line ID**</td><td style="height: 29.8785px;">  
</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Location Planning**</td><td style="height: 29.8785px;">Location Planning defines the workflow path selected for a specific job. These are configured under **PT Location Planning** in system configuration.

Within this setup, you determine how frequently checks or inspections are performed, and whether email notifications are triggered for progress updates or delays.

</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Group**</td><td style="height: 29.8785px;"><div>Function similarly to categories and can be defined to suit industry‑specific requirements. These are configured within the system settings.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Linked Parent**</td><td style="height: 29.8785px;">  
</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Comment**</td><td style="height: 29.8785px;"><div>Allows users to add notes or additional information related to the job or item.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Reference**</td><td style="height: 29.8785px;"><div>Enter a reference here if applicable; otherwise, leave this field blank.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Description**</td><td style="height: 29.8785px;"><div>Enter details describing the item, service, or purpose.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Default Image**</td><td style="height: 29.8785px;"><div>A default image can be selected once the image has been uploaded as an attachment. It will then appear in the dropdown list.</div></td></tr></tbody></table>

---

#### General Tab

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/zvPimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/zvPimage.png)

<table border="1" id="bkmrk-active-barcode-no.-s" style="border-collapse: collapse; width: 100%; height: 395.816px;"><colgroup><col style="width: 18.9497%;"></col><col style="width: 81.0656%;"></col></colgroup><tbody><tr style="height: 46.6667px;"><td style="height: 46.6667px;">**Active**</td><td style="height: 46.6667px;"><div>Indicates whether the job item is currently active in the system. Only active items will appear in production tracking and workflow processes.</div></td></tr><tr style="height: 46.6667px;"><td style="height: 46.6667px;">**Barcode No.**</td><td style="height: 46.6667px;"><div>This is the unique barcode assigned to the job item. It can be printed and used for scanning at different production stages to track progress and location.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Serial No.**</td><td style="height: 29.8785px;"><div>An optional serial number used for additional identification or traceability if required.</div></td></tr><tr style="height: 46.6667px;"><td style="height: 46.6667px;">**Sublocation**

</td><td style="height: 46.6667px;"><div>Shows the current sub‑location of the job item within the facility, helping identify where the item physically resides during production.</div></td></tr><tr style="height: 46.6667px;"><td style="height: 46.6667px;">**Stock Item**</td><td style="height: 46.6667px;"><div>Displays the stock item linked to this job item, including its code and description. This ties the production item back to inventory and product records</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Stock Category**

</td><td style="height: 29.8785px;"><div>Defines the category of the stock item, used for reporting and classification purposes.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**QR Code URL**</td><td style="height: 29.8785px;"><div>Used to generate and manage QR codes that can be scanned to view job item details. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Allow Public View**</td><td style="height: 29.8785px;">Public access can be enabled if required.</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**GPS Location**</td><td style="height: 29.8785px;"><div>Indicates whether GPS tracking is enabled for the job item (if applicable).</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Balance Qty**</td><td style="height: 29.8785px;"><div>Shows the current quantity balance associated with the job item.</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Notes**</td><td style="height: 29.8785px;"><div>A free‑text field used to record any additional information, instructions, or production‑related comments specific to the job item.</div></td></tr></tbody></table>

---

#### Location Planned tab

This screen is used to view the plan and track the progression of a job through each production bay.

Each row represents a **bay (or stage)** in the process, shown in sequence order. As the job moves from one bay to the next, this screen allows you to **plan and manage the dates** for when the job is expected to be in each bay.

**Key points:**

<div id="bkmrk-the-sequence-column-">- The **Sequence** column shows the order in which the job moves through the bays.
- The **Code** and **Description** identify the bay or activity (e.g. Cutting, Assemble, Painting).
- **ETA** indicates the planned date the job is expected to reach or complete that bay.
- **Status** shows whether the stage has started, not started, or is in progress.
- **Progress** visually indicates how far the job has progressed through the planned locations.

</div>This screen is primarily used for **forward planning and scheduling**, helping to ensure each bay is prepared and workloads are managed as the job progresses step by step through the process.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/xHSimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/xHSimage.png)

# Mobile Job Item Tracking Audit

# Mobile Job Item Audit

Blind and Standard audit done on Job items in locations

This is combined with the Webatar development

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/PnNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/PnNimage.png)

# Webatar Production Tracking

# Role Permissions on User

#### Setup Role permissions for Production Tracking

Role permissions are managed per user.

<span style="color: rgb(45, 194, 107);">**System Configuration &gt; General &gt; User Setup**</span>

<div id="bkmrk-search-for-the-user%2C">- Search for the user, then double‑click the user to open the user settings.

</div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/uC7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/uC7image.png)

- Go to the "**Module Access**" tab
- **Tick** the "**Mobile Access**" box to activate the mobile access
- At the mobile Role Settings, click "**Edit**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/KWZimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/KWZimage.png)

Here under the "**Items**" Tab you will be able to define the access each user will have

- Click "**Save &amp; Close**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/Dpbimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/Dpbimage.png)

---

#### Additional Role Permissions

Under the "**Menus**" tab you will find additional security settings for each action.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/Nkmimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/Nkmimage.png)

**Production Tracking Actions**

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/I8Iimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/I8Iimage.png)

**Production Tracking Audit**

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/DTMimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/DTMimage.png)

**Production Tracking Scan Print**

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/uZzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/uZzimage.png)

---

### Webatar Profiles setup

- **Open** the **Webatar** App  
    [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/VICimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/VICimage.png)
- **Click** on the Profile Icon [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/M44image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/M44image.png) at the top right of the app.
- **Scroll** down to Production Tracking
- **Toggle** the access as needed.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/1BKimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/1BKimage.png)

Modules

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/mgPimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/mgPimage.png)

# Job Item Search

Searching Job items

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/qxWimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/qxWimage.png)

---

Details

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/Q4aimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/Q4aimage.png)

Asset details continued

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/0j0image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/0j0image.png)

---

Notes

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/fhQimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/fhQimage.png)

# Job Item Actions

Actions scanned

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/OYlimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/OYlimage.png)

# Production Tracking Audit

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/1Dximage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/1Dximage.png)