---
alias: tutorials-managing-batch-resource-view
title: Managing Batch from the Resource View
glightbox: false
description: "Manage batch workflows efficiently through the resource view interface for streamlined operations"
---

# Managing Batch from the Resource View

All Batch management use cases covered in [[tutorials-managing-batch-entity-page]] can also be performed from the Resource View. This section demonstrates how these operations can be executed efficiently within this interface. As previously mentioned, the Resource View provides four options in the left panel: Dispatch List, Planned Batches, Batch at Resource, and Processed Materials.

If you need to check which **Materials** are assigned to a Batch, enable the **Assigned to Batch** toggle button at the top-left corner of the **Dispatch List**. Filters such as **Product**, **Flow**, **Step**, and **Material Name** can also be used for more refined searches.

## Release Batch

The **Planned Batches** option is where Batch management begins. Selecting a **Batch**, such as `Batch-0002`, will display multiple action buttons, including: [[user-guide-change-batch-resource]], [[user-guide-cancel-batch]], [[user-guide-release-batch]], [[user-guide-edit-batch]], and [[user-guide-manage-batch-materials]].

```mermaid
graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A2,A1,F2,F3,F4,F5 mermaid_initial_state
class C1 mermaid_canceled_state
class A5,A6,A4 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 2,3,4,5,6,7 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;
```

!!! info
    For more information, see [[tutorials-managing-batch-entity-page#change-batch-resource|Change Batch Resource]], [[tutorials-managing-batch-entity-page#manage-batch-materials|Manage Batch Materials]], and [[tutorials-managing-batch-entity-page#manage-batch-containers|Manage Batch Containers]].

Following the standard Batch management workflow, begin by selecting **Release Batch** from the top ribbon. This opens the **Release Batch** wizard, where you can verify all the Batch details. Once confirmed, select **Release Batch** to proceed. Using this view, you can easily see that the system state of the **Batch** changes to Queued, with **Materials** transitioning to a Loaded state. At this point, options such as [[user-guide-cancel-batch]], [[user-guide-unrelease-batch]], and [[user-guide-track-in-batch]] become available, as shown in the image below.

```mermaid
graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A2,A4,A1 mermaid_initial_state
class C1 mermaid_canceled_state
class A5,A6,F2,F3,F4,F5 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 4,5,6,8,9 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;
```

## Track-In

Continuing the workflow, select **Track-In** from the top ribbon. This action launches the **Track-In Batch** wizard, displaying all the Batch Material details. Select the **Next** button to proceed, and you will see the Resource Details and change the Resource State if needed. Select **Track-In** to complete the operation. The **Batch** will now move from Planned Batches to Batch at Resource, reflecting its status change from Queued to In Process.

In the **Batch at Resource** view, further actions such as [[user-guide-track-out-batch]] or [[user-guide-abort-batch]] can be performed using the available buttons on the top ribbon.

```mermaid
graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A2,A4,A5 mermaid_initial_state
class F2,F3,F4,A1,C1,A6,F5 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 0,1,2,6,7,8,9 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;
```

!!! note
    You should only use the Abort Batch operation if you want to reset the system state to Queued. For more information, see [[user-guide-abort-batch]].

## Track-Out

Following the Track-In operation, proceed to Track-Out. Select the **Track-Out** button on the top ribbon to launch the **Track-Out Batch** wizard, which displays Batch Materials. Selecting **Next** will again present the Resource Details screen, where the Resource State can be modified if needed. Select **Track-Out** to complete the operation.

Once the Track-Out is completed, the **Batch** transitions from In Process to Closed, and its **Materials** move to the **Processed Materials** section of the Resource View. From here, the **Move-Next** button on the top ribbon can be used to transition Materials to the next Step of the current Flow.

```mermaid
graph TD
    A1[Created] --> |Release<br>Batch| A2[Queued]
    A1 --> |Cancel<br>Batch| C1[Canceled]
    A2 --> |Unrelease<br>Batch| A1
    A2 --> |Track-In<br>Batch| A4[In Process]
    A4 --> |Abort<br>Batch| A2
    A4 --> |Track-Out<br>Batch| A5[Processed]
    A5 --> A6[Closed]
    A2 --> |Cancel<br>Batch| C1
    subgraph F1[" "]
        F5[Edit Batch]
        F2[Change Batch Resource]
        F3[Manage Batch Materials]
        F4[Manage Batch Containers]
    end
    A1 --> F1
    F1 --> A1

classDef mermaid_title fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_initial_state fill:#274b76, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_final_state fill:#3ba192, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_canceled_state fill:#b64234, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_state fill:#e1e3e6, stroke-width:0px, color:#fafafa, font-size:100%;
classDef mermaid_grey_s stroke-width:0px, color:#fafafa, font-size:100%;

class Title mermaid_title
class Start mermaid_start
class A4,A5 mermaid_initial_state
class A6 mermaid_final_state
class A2,F2,F3,F4,A1,C1,F5 mermaid_grey_state
class F1 mermaid_grey_s

linkStyle 0,1,2,3,4,7,8,9 color:#c3c5c7, stroke-width:1.5px, opacity:0.2;
```

Watch the video below for a detailed walkthrough of managing a Batch from the Resource View.

<!-- Video filename: managing_batch_from_resource_view.mp4 -->
{% set video_id = '6972c40c09e871cb166fd3c7e6d6605e' %}
{% include-markdown 'includes/cloudflare_stream.md' %}