smrtr TRAC Tutorials

1. Login

2. Navigate to the supplier tab

3. Find the document you would like to upload (Using the search and sort features)

4. Click the paper clip next to the document you will be uploading

5. Set the effective and expiration date if it's applicable

6. Click the "Choose file" button or drag a file into the upload file field

7. Click Submit

1. Login

2. Navigate to the "Facility" tab

3. Find the Facility you would like to upload a document for (using the search and sort features)

4. Click the arrow icon on the left to expand the Facility

5. Find the document

6. Click the paper clip next to the document you will be uploading (on the right hand side)

7. Set the effective and expiration date if it's applicable

8. Click the "Choose file" button or drag a file into the upload file field

9. Click Submit

1. Login

2. Navigate to the "Product Item" tab

3. Find the Product Item you'd like to upload a document for (using the search and sort features)

4. Click on the arrow Icon on the left to expand the "Product Item"

5. Use the sort and search to find the document you'd like to add for that Product Item

6. Click the paper clip next to the document you will be uploading

7. Set the effective and expiration date if it's applicable

8. Click the "Choose file" button or drag a file into the upload file field

9. Click Submit

Video: https://youtu.be/r7VDcUJ_AM8

1. Login

2. Navigate to the Purchase Order tab

3. Find the Purchase Order you'd like to upload a document for (Using the search and sort features)

4. Click on the arrow Icon on the left to expand the Purchase Order

5. Use the sort and search to find the Product Item you'd like to add lot for (Using the search and sort features)

6. Click the + Icon next to the Product Item

7. For that Specific Purchase Order add the lot number and Quantity used from that lot. (Note if multiple lots are used for the PO simply add another lot to the purchase order)

8. Once you click "Submit" the lot will expand and you will be able to see which documents must be added for that lot

9. Click the paper clip next to the document you will be uploading

10. Set the effective and expiration date if it's applicable

11. Click the "Choose file" button or drag a file into the upload file field

12. Click Submit

13. Repeat steps 5-12 till all of the items have their respective documents for this Purchase order

Video: https://youtu.be/r7VDcUJ_AM8

Before you start: Make sure the document type you're uploading has been enabled for multi-upload by your administrator.

1. Navigate to the product item you want to associate the document with.
2. Locate the document type you're uploading (e.g., Certificate of Conformance) and click Upload Document.
3. Select your document from your device.
4. On the upload screen, click the Multi Upload Options dropdown on the right side of the screen.
5. Select any additional product items the document should apply to. Each one will appear as a purple pill once selected.
6. Remove any incorrect selections by clicking the "x" on the pill if needed.
7. Click Submit. Your document is uploaded once and linked to every product item you selected.

What happens next: Each product item will show the document as "In Review" and will go through its own approval process independently.