Tracking

12 articles

Tracking Overview

Tracking helps users manage the tasks required for all their active orders. Tracking helps administrators improve the ordering processes for all users. Tasks are the building blocks of the tracking s…

Updated 11 months ago by Steven Garand

Task

The task column is always show when scrolling right and left. Tasks are the building blocks of the tracking system. Tasks do not have a particular order. Workflows determine how tasks are ordered. Ta…

Updated 9 months ago by Steven Garand

Task Requirements (Block) - Add Or Remove

Tasks can have requirements (Block) that block marking the task completed until satisfied. Click on Block... to add or remove requirements. Tasks with requirements (Block) are easily identified by th…

Updated 1 year ago by Steven Garand

Task Requirements (Block) - View

Tasks with requirements (Block) are easily identified by the expand detail button (triangle) to the left of the row. If the row does not have icon, the task does not have requirements defined.

Updated 2 years ago by Steven Garand

Workflow

Workflows are how tasks are followed for a particular order type. The system can have many different workflows but must have a default workflow, which is assigned to any new order. The order's workfl…

Updated 2 years ago by Steven Garand

Workflow Task Edit

To add tasks to a workflow, use the drop down list at the top of the page and check all tasks to be added to the workflow. Note: If you are creating a new workflow and adding tasks, you can select th…

Updated 2 years ago by Steven Garand

Responsible For Task

The user must assign who is responsible for a task from the Responsible For Task list. The list must include anyone who could be responsible on any task. If someone is listed as a team member, as an…

Updated 2 years ago by Steven Garand

Responsible For Task Rules

Enter rules to allow the system to select who is responsible for a task. The rules can select who is responsible based on the RTS or company branch office for the order. Add multiple rules for the sa…

Updated 2 years ago by Steven Garand

Waiting On Shortcut

Phrases often entered by the user in the task notes can be added to the Waiting On list. The user can add phrases to the notes by choosing from the list instead of typing out the phrase. Actions. Add…

Updated 2 years ago by Steven Garand

Permission From Workflow

Designate workflow permissions to 1.) restrict what a user can do, or 2.) what the system automatically does, based on the tasked completed in the workflow. For example, restrict sending an order to…

Updated 2 years ago by Steven Garand

Edit Completed Tasks

Once a task is marked completed by a typical user, they can no longer modify the task values. A user with specific permission can however edit completed task values. An order must be selected to modi…

Updated 2 years ago by Steven Garand

Email Template

Emails based on a template (Email Template feature) can be sent manually at any time and are not tied to a workflow. Multiple Email recipients are allowed. The subject and body can contain placeholde…

Updated 9 months ago by Steven Garand