---
alias: user-guide-track-in-material
description: "Initiate material tracking into a resource, fulfilling pre-requisites for successful processing"
---

# Track-In Material

:lock: Material.**TrackIn**

## Overview

This operation is used to track a **Material** into a **Resource**, meaning that processing has started. This transaction is available for multiple Materials from the Resource and Step View.

!!! smart-barcode "Supports Smart Barcodes"
    You can use [[smart-barcode-scanning]] to perform this operation.

## Preconditions

* The **Material** is Active, is not In Transit or On Hold.
* If a **Material** is the Top-Most Material (has no Parent):

      * It is Dispatched.
      * **Resource** is a top level **Resource** - that is, it has no Parent **Resource**.
      * **Resource** Max Concurrent Materials In Process Count is greater than the number of **Materials** currently being processed at the **Resource**.
      * If a required **BOM Version** exists for the **Material**, it cannot have different **Sub-Products**.
      * The **Current BOM Version** and Current BOM Assembly Type at the **Resource** either is not set, or it matches the required BOM settings for the **Material**.
      * If a required **BOM Version** exists for the **Material**, the **BOM** Product must match the Top-Most **Material** Product.
      * If it has a **Current BOM Version** and Current BOM Assembly Type required set to Automatic At Track-In or Automatic At Track-Out (depending on the Track-In Check Mode), there must be enough consumable material to fulfill the quantities required by the Material **BOM**.
      * If the required **Material** **Current BOM Version** is not empty, the **Material** cannot have different Sub-Products.
      * The Experiment Lock Type of the **Material** must be empty or set to Move Next.

* If the **Material** is a **Sub-Material** (has a Parent):

      * Its state is Queued or Processed.
      * The **Resource** on which the **Sub-Material** is being tracked into is a **Sub-Resource** of Resource Processing Type Process of the **Resource** where the Parent **Material** is; or, if the **Resource** where the Parent **Material** does not have **Sub-Resources** of Resource Processing Type Process, the **Resource** must be equal to where the Top-Most **Material** is being processed.
      * Parent **Material** is In Process.
      * Current **Step** has the property Sub-Material Track State Depth greater or equal to the current Sub-Material depth and the Last Processed Resource of the Parent **Material** has the Is Sub-Material Tracking Enabled property set to `true`.
      * The **Resource** on which the **Material** is being tracked in is of Resource Processing Type Process, is not on Hold and the Resource System State is Up.
      * The **Resource** on which the **Material** is being tracked in either has the Property Restricted To Material Form empty or to the same Form as the **Sub-Material**.

!!! note "Running Modes and Sub-Resource Qualification Matching"
    During Equipment Qualification, when Track-In matches a Qualification Material against Sub-Resource Qualification Items, the system considers all direct Sub-Resources of the Track-In Resource and is not limited to the Required Sub-Resources of the selected Running Mode.

{% include-markdown 'includes/preconditions/trackin_material.md' %}

## Preconditions for Bulk

* All **Materials** must:

      * Be at the same **Facility** and **Step**.

        !!! note
            If the Track-In operation is performed from the [[user-guide-track-in-batch]], the Materials may be in different Steps.

      * Be tracked in to the same **Resource** (can be `null` for Sub Material Tracking) and **Lane**.
      * Be Top-Most or have the same Parent.

* If the Track-In operation is performed from the [[user-guide-track-in-batch]], the **Materials** are Top-Most, and Recipe Management is required, all **Materials** must require the same **Recipe**.
* If a **Recipe** is required for any of the **Materials**, and if there are Recipe Parameter Overrides for any **Material**, the collection of Recipe Parameter Overrides must be the same for all the **Materials** being tracked in.
* If **Materials** are Top-Most and a **BOM** is required, all **Materials** must require the same **BOM** version and the same Assembly Type.
* If **Materials** are Top-Most and a **Checklist** is required, all **Materials** must require the same **Checklist**.
  
    !!! note
        If the Checklist is Long Running, different Checklist Instances will be created. Additionally, if the Checklist is Immediate, it must not contain any conditional item.

* If **Materials** are Top-Most and a **Data Collection** is required, all **Materials** must require the same **Data Collection** with the same Data Collection Limit Set and Data Collection Type.

    !!! note
        If the Data Collection Type is not Long Running After Track-In, no Data Collection Parameter must have the Sample Id set to Material Id.

* If **Materials** are Top-Most, they must all require the same Durables **BOM** (all require the same or all require `null`).
* If the **Resource** has the Position Unit Type set to **Container**, the Top-Most **Materials** must not have any **Container** in common with the Container Type defined in the **Resource** (if any), or have any **Container** if the Container Type in the **Resource** is not defined.

    !!! note
        The Containers of the Top-Most Materials must consider the Materials Sub-Materials structure.

* When tracking in multiple **Materials** and the current **Step** has the In Step Sampling property set to `true`, the Sampling Pattern must be `null` for all **Materials** being tracked in.
* If **Materials** are Top-Most, the **Documents** to be displayed must be exactly the same.
* The **Inspection Plans** and Mode for all **Materials** must be the same (can be `null`), and for any **Material** being tracked in, there must be no active Inspection Order Step Sample associated with the current **Step**.

## Sequence of Steps

### Resource State

1. In the **Resource Details** section, the **Material** and **Resource** information is visible.
2. If the **Resource** has lanes configured (Is Multilane Active enabled), the Resource Lane section will be available and will contain the lane information selected at Dispatch.
3. Optionally, the Resource State can be changed.
4. Optionally, add a Comment.
5. Select **Track-In** to complete the operation.

![Screenshot showing a Track-In status.](images/trackin_resource.png)

### Documents

This step is used to display **Documents** which are associated with the transaction context. To open any **Document** you simply need to select it.

When you have read and understood the document(s) you should select **Read and Understood**.

!!! info
	Documents are configured in the Document Material Context.

![Screenshot showing a document management interface with a filename "trackin documents" and checkboxes for selection.](images/trackin_documents.png)

### Sampling

The Sampling Step presents the selected **Sub-Materials** in the **Container** with the Sampling Pattern Sequence defined in the context. This step is only displayed if In Step Sampling is enabled in the **Step** and a Sampling Pattern Context is configured for that **Step**.

![Screenshot showing a waveform representing a sampling track.](images/sampling_track_in.png)

!!! note
    Sampling Patterns are applied according to the configuration entry `/Cmf/System/Configuration/Sampling/SamplingPatternMode/`. In Strict mode, the pattern must be followed exactly, and Track-In is blocked if there are not enough Sub-Materials. In Relaxed mode, Track-In is allowed without applying the Sampling Pattern.

### Recipe

!!! note
	This section is only available if the Resource on which the Material is being tracked in is configured to enable Recipe Management.

This screen is used to visualize and, if necessary, enter **Recipe** **Parameter** information. All the **Recipe** **Parameters** are grouped according to their defined group. All the input **Parameters** must be entered - they may have default values.

!!! info
	Recipes are configured in the Service Recipe Context.

#### Multiple Recipe Track-In

The system allows you to track in multiple **Materials** with different **Recipes** at the same time.

The following is an example of a Multiple Recipe Track-In view with [[user-guide-manage-running-modes|Running Modes]].

The panel on the left displays the **Material** and associated **Recipe**. Only after selecting the **Running Mode** will you be presented with the **Recipe** information:

![Screenshot showing a multiple recipe track-in interface with no specific UI elements identified.](images/multi_recipe_01.png)

The **Running Mode** option will only be available if set at the **Resource** level, **Running Modes** section. This also means that the **Services** of the **Resource** must have the Requires Running Mode option enabled.

If you have enabled **Running Modes**, this feature allows you to select a different **Running Mode** for each **Material** during the same track in operation. The **Apply to All Materials** button will only be available when all the **Services** require a **Running Mode**.

You can also select to **Preview** the **Material**, and the information displayed will correspond to the **Material** selected in the left panel:

![Screenshot showing a multiple-recipe track-in interface with a material selection on the left and preview options nearby.](images/multi_recipe_02.png)

### Durables

!!! note
	This section is only available if the Material is Top-Most and has required Durables.

This step is used to display the required **Durables** for the **Material** at that **Step**.

![Screenshot showing a list of durables ready to be tracked in.](images/trackin_durables.png)

!!! info
    If Resource is of type Line, the system will allow you to view Durables for any Step or Resource.

### Inspection

This screen is used to display information on the **Inspection Plan** steps included for the current **Step**.

![Screenshot showing a track inspection process with various equipment and personnel.](images/trackin_inspection.png)

### BOM

!!! note
	This section is only available if there is a BOM (of Materials or Durables) associated with the current Material Context.

This step is used to display **BOMs** which are associated with the Material context. If there is a **BOM** of scope Materials associated to a **Material** that has characteristics, the system will only display **BOM Products** that have the same characteristics defined for the selected **Material**.

### Instruments

!!! note
	This section is only available if the Step on which the Material is being tracked in is configured to require Instruments.

This screen is used to visualize all the **Instruments** information. You can add or remove Instruments by selecting :material-plus: or :material-trash-can:, respectively.

!!! info
    You can only proceed with the Track-In when all the required Instruments have been set.

### Data Collection

!!! note
	This section is only available if there is a Data Collection associated with the current Material Context and only if Material is Top-Most.

This screen is used to collect data from a pre-defined **Data Collection**. Depending on the Data Collection Type, taken from the [[datacollectiontype-lt]] Lookup Table, some options may vary, as explained below.

* If the **Material** has a Long Running or Immediate **Data Collection** configured, a screen will be displayed where it will be possible to fill the **Data Collection** data.

* If the **Data Collection** is Long Running, the data can be filled later (partially or completely). If the **Data Collection** is Immediate, it must be filled completely.

It is possible to preview the **Data Collection** readings before they are posted, by selecting the **Preview** button on the top right-hand side of the screen:

![Screenshot showing a data collection preview of the parameters and their readings.](images/data_collection_preview.png)

!!! info
	Data Collections are configured in the Step Data Collection Context. A Data Collection may be configured to send data to SPC, in which case one or more SPC Charts will appear.

### Checklist

!!! note
	This section is only available if there is a Checklist associated with the current Material Context.

This screen is used to complete a pre-defined **Checklist** associated with the Track-In operation.

When the **Checklist** is Immediate, it must be filled completely. It is possible to link an Immediate **Checklist** to a **Data Collection**. This means that when filling the **Checklist**, you can also fill the **Data Collection**, and the following is observed:

* If all the parameters of the **Data Collection** belong to the **Checklist**, the **Data Collection** step will not be shown.
* If only some parameters of the **Data Collection** belong to the **Checklist**, both steps must be shown so you can fill every item you need.

After filling in the information in all the available panels, select **Track-In** to complete the operation.

!!! info
	- If the Material is not Top-Most and is in a Line Step, then the Checklist will be retrieved from the respective Line Step Resource.
    - If a Production Order Step exists for this Resource and is currently in state In Progress, the Production Order Step In Progress Quantity will be set to `In Progress Quantity + Material Primary Quantity + Material SubMaterials Primary Quantity`. If the state of the Production Order Step is Released, it will be set to In Progress.
	- Checklists are configured in the Step Checklist Context.