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.