How are rules of credit managed in Track’em?
Track’em Materials facilitates the management of rules of credit by applying them to materials on various levels. Different stages or stakeholders involved with the project may have different rules of credit for the same materials. As materials progress through the various supply chain stages, the total completion of the steps can add up to 100% for a specific part of the supply chain process. This is best explained by an example.
Say our materials go through the following supply chain stages:
We want to apply rules of credit to the fabricator stage and the work front stage to measure progress, but the rules of credit for each of these stages are very different.
In Track’em, we can implement this by creating two separate rules of credit templates (ROC-templates); one for the fabrication stage, and one for the work front installation stage. Once we’ve created the ROC templates, they can be assigned to (sub)categories of materials. As such, every (sub)category can have its own rules of credit within each supply chain stage.
For example, for Pipe Spools, we may have the following rules of credit setup at the fabrication stage.
Defined Rules of Credit for Pipe Spools at the Fabrication Stage – Click image to enlarge.
When end-users are looking at the pipe spools in Track’em Materials, they’ll quickly be able to see what ROC stage they’re in and progress them to the next ROC gate.
Pipe Spools Rules of Credit Status at the Fabrication Stage – Click image to enlarge.
Once the relevant pipe spools are at 100%, the fabricator can move them through to the next stage of the supply chain, which would be transport in our example.
Now let’s skip ahead in the supply chain to the last stage: work front installation. When all the pipe spools have been issued to the site, we now want to apply a different ROC-template that is specific for the task to be taken on-site. For our pipe spools, a new ROC-template is required specific to this stage of the project, see the example below.
Defined Rules of Credit for Pipe Spools at the Work Front Installation Stage – Click image to enlarge.
And similarly, the materials can be transitioned through the ROC gates for the stages on-site.
Pipe Spools Rules of Credit Status at the Work Front Installation stage – Click image to enlarge.