Onboarding7 min read

Onboard your first batch end to end

From workspace setup to a complete batch timeline - the full path for a new team.

Updated May 1, 2026

This guide walks a new team through tracking a single batch from origin to dispatch. By the end you will have a complete event timeline and know where each kind of event fits.

1. Set up the workspace

Create your organisation workspace and invite the teammates who will record events. Roles can be refined later - for a first batch, an owner and one operator is enough.

2. Record the origin event

Create the batch and stamp an origin event with a timestamp and location. This is the first link in the chain and anchors everything that follows.

3. Add movement and transformation events

As the batch moves and changes, add events for each step. Movement events capture location changes; transformation events capture processing, splitting, or combining with other batches.

4. Close out at dispatch

Record a dispatch event when the batch leaves your control. The timeline is now complete - a recall or audit can trace the batch end to end in seconds.

What to do next

Repeat the pattern for every batch. Once volume grows, connect external systems so events flow in automatically rather than by hand - see the IoT feed guide.