In Process Tracking from Business Setup to Items

In Process Tracking checkpoints are a cool way to digitally capture quality data in Fulcrum, live. However, most people don’t have well structured data to import into Fulcrum during their onboarding, so it usually gets added later on. When added, it’s common for people to add default checkpoints by adding them Business Setup > System Data > Operations. But adding them didn’t impact items that already had that operation, only when that operation was newly added.

Now, after editing your default operations setup, you can click the “Apply IPT Changes to Items” to update all items that have that operation!