Customer complaint: which shift and operator produced this product lot?

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  • HMIDesign
    Junior Member
    • 11.08.2025
    • 17

    #1

    Customer complaint: which shift and operator produced this product lot?

    We received a customer complaint about a batch of flanges. The customer gave us the product lot number from the label. Our quality team now needs to find out which machine produced it, in which shift, which operator started the work order and which raw material lot was used.
    We create all work orders in Proveris from our ERP export, so I think the information should be in the system somewhere. I saw a "Traceability" option in the report view list but I'm not sure how to use it or where the lot numbers come from. Can you explain?
  • Technical Support
    Senior Member
    • 11.08.2025
    • 105

    #2
    The Traceability report is made for this kind of question.
    Running the report
    1. Open REPORT and select Traceability in Report view.
    2. Select the product (here: the flange). The report needs a product: without one you get "Please select a product to view the traceability report."
    3. Set a date range wide enough to cover the production date of the lot and click Get Report.
    The report shows the work order, machine, shift and operator for the selected product, together with the lot information: Lot (product lot) and Raw material lot. Use the lot number from the customer's label to find the matching row. You can export the result as PDF, CSV or XLS for the complaint file.
    Where the lot numbers come from
    The lots are part of the work order data. On the WORK ORDERS page, the details of an order show Product lot and Raw material lot when they are filled. If your ERP export does not include these values, the report can still show machine, shift and operator, but not the lots. In that case, add the lot columns to the data you import, so future orders carry them.
    Operator information
    The report shows who worked on the order (for example Started By and Ended By). This only works if operators sign in with their own users, for example on the kiosk, and do not share one account.
    For recurring checks, the traceability report can also be added as a scheduled report under REPORT > Scheduled Reports.
    Documentation: https://greensoft.ai/documentation/p...ser-interface/

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