Setting User Job Queue and Tracker Defaults

Use the User Job Queue/Tracker Settings screen to:

To set user job queue and tracker defaults:

  1. From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.

  2. In the User ID field, enter a user's ID to display the corresponding record.

  3. Press the Addl hot key to display the Additional Data screen.

  4. Use the Job Queue hot key to display the User Job Queue/Tracker Settings screen.

  5. Complete the following fields to designate default values for the Call Tracking System screen when this user creates a new tracker:

Field

Description

Category

Press F10 and select the default category to which trackers created by this user are assigned. The selected category determines the values available to the Work Area and Sub Area fields on the Call Tracking System screen.

Source

Press F10 and select the default source that displays in the Source field.

Priority

Press F10 and select the default priority that displays in the Priority field.

Ext Status

Press F10 and select the default external status that displays in the Ext Status field. The system default status is Newitem.

Int Status

Press F10 and select the default internal status that displays in the Int Status field. The system default status is Newitem.

Int Stage

For internal Eclipse use only.

Enter the default process flow stage the system uses when a supervisor assigns this user to a tracker.

Initial Entry

Press F10 and select whether to position the cursor on a new tracker's Call Tracking Entry screen on the Category or Sub Area field.

Note: If you specify a default value for the Category field, then position the cursor on the Sub Area field.

 

  1. In the Display Options field, press F10 and select one of the following default views for this user's User Job Queue Viewing screen:

  1. If the displayed user is set up as a queue, in the Limit Access to Maint Users field, indicate whether to allow only the maintenance users defined for this ID to perform maintenance tasks.

  1. To assign maintenance users, use the Maint Users hot key.

  2. In the Append View Options field, press F10 and select the type of appends this user can view. If left blank, the user can view all appends.

  3. In the Send Tracker Message on Update/Addition by Owner field, press F10 and select one of the following to determine when the system sends a message to users on the forward list if the tracker owner updates the tracker:

  1. In the Valid Sources field, enter a list of sources this user can enter in the Source field on the Call Tracking System screen, indicating where the tracker originated.

  2. To create a list of job queue statuses for this user ID, use the Statuses hot key.

The user can then assign these statuses to trackers in the user's job queue. The user can then use the statuses listed here in addition to the Valid User Job Queue Statuses defined in Control Maintenance.

Do either of the following:

Note: When you sort your User Job Queue by status, the trackers status groups display in the same order in which you enter them on this screen.

  1. Press Esc three times to save the updated user record and exit User Maintenance.

Note: The Project Stages hot key is for Eclipse internal use only.

See Also:

Assigning Maintenance Users to User IDs

Additional User Record Information Overview