Forwarding Trackers with Pocket Job Queue

Use the tracker Forward screen to add or remove user IDs or message groups to or from the tracker Followup List. When creating a new tracker, the application adds your user ID to the Forward List. Enter the user ID of any additional personnel or message group who must be informed with the information on the tracker.

The Forward screen contains the following elements:

Column

Tap to...

Forward

remove a user ID or message group from the Forward List. The application prompts for confirmation.

Note: A user ID assigned to Next Action or Final Action on the tracker Header screen cannot be removed until you assign another user ID to Next Action or Final Action.

Tap Add to add a user ID to the Forward List. The application displays a list of user IDs. Tap a user ID to select it. You can also use the Find field to narrow your search.

Status

change the status associated with a user ID. The application displays a list of available statuses: Tap a status to select it. You can also use the Find field to narrow your search. Tap Cancel to abort without making changes.

Note: You can also select user-defined statuses that you created.

When you create a tracker, the application assigns "NewItem" as the default status.

Alarm

select or change a future alarm date, or set the entry to No Date.

Alarm dates are optional. If you set an alarm date for a tracker, on that date, the tracker displays at the top of your Job Queue with the status of ALARM.

When choosing a date, the application displays the Select Date screen. Use this screen to select the year, month, and day for the event. Tap Today to go to the current date.

Flw Up

select or change a future follow up date, or set the entry to No Date.

Setting a future follow up date for your user ID removes the tracker from your job queue until that date, unless another user updates the tracker. Use follow-up dates to help manage the items in your job queue.

When choosing a date, the application displays the Select Date screen. Use this screen to select the year, month, and day for the event. Tap Today to go to the current date.

 

To display the names on the forward list:

  1. Tap the drop-down () in the upper right corner to change the current tracker view (Append, Forward, View, and Header).

The current view displays as the name of the drop-down. You can also tap the Left Arrow and Right Arrow keys in the lower left corner to move between the different tracker views.

  1. Tap the Up Arrow or Down Arrow to move through the list of user IDs.

  2. Tap Done to save changes and return to the previous screen.

See Also:

Appending to Trackers in Pocket Job Queue

Closing Trackers in Pocket Job Queue

Pocket Job Queue Overview

Reviewing Tracker Header Information in Pocket Job Queue

Viewing Your Job Queue in Pocket Job Queue

Viewing Tracker Comments in Pocket Job Queue