Before You Start with Traceability
Traceability menus appear when the matching module is licensed. What you can open still depends on permissions under Settings → Users & roles. Company Admins get the seeded permissions automatically.
What you need
| You'll need | Why |
|---|---|
| FSMA Traceability and/or SFCR Canada licensed | Shows the Traceability or SFCR Canada menus |
| View traceability / View SFCR reports | Run searches, exports, and manual CTEs |
| Manage traceability plan / Manage SFCR plan | Edit the written plans |
| Inventory, GRNs, and sales in use | Automatic CTEs come from those documents |
| Batch tracking on covered items | Receiving needs a batch number to record a CTE |
Finding your way around — FDA
Open Inventory → Reports → Traceability when FSMA Traceability is licensed.
| Menu item | Opens |
|---|---|
| Trace Report | Backward and forward chains for a lot |
| CTE Event Log | Jumps to the CTE timeline on the Trace Report |
| FDA ESS Export | Immediate Electronic Sortable Spreadsheet download |
| Traceability Plan | Written plan (needs Manage Plan) |
| FDA Export Portal | Queued exports and download history |
| Manual CTE Entry | Harvesting, cooling, and initial packing |
Finding your way around — SFCR Canada
Open Inventory → Reports → SFCR Canada when SFCR Canada is licensed.
| Menu item | Opens |
|---|---|
| Trace Report | One-up / one-down chain for an SFCR lot |
| CTE Event Log | SFCR CTE timeline on the trace page |
| CFIA ESS Export | Immediate CFIA spreadsheet download |
| Preventive Control Plan | Written PCP (needs Manage Plan) |
| CFIA Export Portal | Queued exports and download history |
| Manual CTE Entry | Farm-side events for SFCR-covered items |
Compliance hub
When Packaging, EPR, FSMA, or SFCR are also licensed together, open Management → Compliance & Sustainability for a single landing page, or use the Related compliance strip on a Trace Report to jump between sibling modules.
Recommended order
- Confirm licensing and permissions.
- Complete FDA one-time setup and/or SFCR setup.
- Receive, transfer, and sell as usual so CTEs accumulate.
- Practice a Trace Report and an ESS export before you need them under a deadline.
:::tip Batch tracking first Covered items need batch numbers on receipt. Set that on the item before your first FTL or SFCR GRN — see Track expiry, batches, and recalls. :::