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Work with the Traceability app (preview)

[This article is prerelease documentation and is subject to change.]

The Traceability app lets you search for specific batch and serial numbers and analyze the genealogy of your products. This article describes the basics of how to work with it.

In-app learning

The Traceability app provides in-app learning to help you get started. To access the in-app learning, follow these steps:

  1. Open the Traceability app in Power Apps.
  2. On the left navigation pane, select Get started.
  3. A collection of links to videos and tutorials is shown. Select each link that you're interested in.

Backward searches let you retrieve the full history of a single product.

  • In maintenance, repair, and operations (MRO) scenarios, backward search helps maintenance workers retrieve repair logs and component genealogy associated with a specific serial number for root cause analysis.
  • Backward search retrieves component genealogy data that can help you decide whether all components included in a specific product were sourced sustainably (environmentally friendly).

To make a backward search, follow these steps:

  1. Open the Traceability app in Power Apps.

  2. On the left navigation pane, select Trace > Genealogy trace.

  3. In the search form, enter a unique identifier (such as a serial, batch, asset, or lot number) of a finished good to retrieve its genealogy, activity, and data collection. (If you're exploring the app using sample data, search for bike-s0001.)

  4. Traceability shows a genealogy tree for the serial number you entered.

    Example of backward search results in the graphic view

  5. Now you can do an activity verification by following these steps:

    1. Select a node in the genealogy tree.

    2. Select the View activities button for your selected node to open a dialog.

    3. A Copilot-generated summary gives you a quick overview of the tracked object's history.

    4. Below the summary, all activity events are displayed in reverse chronological order. For example, you might see five activities for Consumption and one activity for Goods receipt.

      Example of activity summary in the graphic view

  6. Until now, you've been working on the Graphic view tab. The table views provide another way to view and explore your data. Select Table view - composition to see a table view of your backward search.

    Example of backward search results in the table view

Forward searches help you locate the batch or serial number of finished products that contain semi-products or raw materials with a specific batch or serial number.

In recall scenarios, manufacturers can find the batch or serial number of specific impacted finished goods and then run a specific, accurate recall that minimizes the loss.

For example, in the electric vehicles industry, manufacturers can use the serial number of a battery that is going out of service to locate the cars that use it. They can then offer recycling and warranty services to the affected customers.

To make a forward search, follow these steps:

  1. Open the Traceability app in Power Apps.

  2. On the left navigation pane, select Trace > Genealogy trace.

  3. Enter a unique identifier of a raw material or semi-product to see the higher-level assembly related to a selected genealogy tree node.

    Example of forward search results in the graphic view

  4. Select the relevant node in the genealogy tree.

  5. Select the Trace button for your selected node. The app now shows a high-level genealogy list.

  6. Until now, you've been working on the Graphic view tab. The table views provide another way to view and explore your data. Select Table view – where used to see a table view of your forward search. Two copilot-generated summaries are provided here: one that summarizes items that directly consume the selected material and another that summarizes all items that consume the selected material. To see a full list of items associated with either summary, select the appropriate summary.

    Directly consuming items on the 'Table view – where used' tab.

    All consuming items on the 'Table view – where used' tab