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Exporting progress with tags

How to export product progress using tags

S
Written by Stanislav
Updated this week

Exporting using tags

Export by tags is used to be able to trace the product that was shipped, bought, or sold.

User can enter a lot number (tag number) of the product and the timeframe it was processed. Then he will get an excel with all the data about this product, if the temperatures where ok, was the facility cleaned, etc.

Also user can see any corrective actions that were added during this timeframe and show the status of them, if they are in progress, completed, or where they are at.

How to export with tags

  1. To make an export with tags, click on the "Export" button on the "Users" page and select the "Users progress by tags and date" option.

  2. In the opened modal window, select a particular tag from a list.

  3. Select timeframes.

  4. Click on the "Export" button.

Export results

In the exported file, the user can see all the information regarding the selected tag like:

  1. Tag progress in through all activities where it was mentioned - "Tasks Progress" tab.

  2. All corrective options tasks where it was mentioned.

  3. Status of created deviation tasks regarding tag - "Deviation Tasks" tab.

Exporting without tags

Exporting without tags is used when there is a need to export all data for a specific month (or other timeframe). User can skip using the tag and only use timeframes to collect all the data for a month/other timeframe and all corrective actions that happened during that time and their status.

How to export without tags

  1. To make an export without tags, click on the "Export" button on the "Users" page and select the "Users progress by tags and date" option.

  2. In the opened modal window, do not select a particular tag from a list.

  3. Select timeframes.

  4. Click on the "Export" button.

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