To review header information:Use the tracker Header screen to review additional information about a tracker. The Header screen contains the following elements:
|
Field |
Description |
|
Entity |
The entity -- customer, vendor, or contact -- associated with the tracker. This field is view-only. |
|
Contact |
The contact associated with the tracker. This field is view-only. |
|
Entered On |
The date the tracker was created. This field is view-only. |
|
Entered By |
The User ID of the person who created the tracker. This field is view-only. |
|
Next Action |
Tap to select the User ID of the person who next must take action on the tracker. 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. By default, this User ID is added to the Forward List. Note: A user ID assigned as Next Action cannot be removed until you assign another User ID to Next Action. |
|
Final Action |
Tap to select the User ID of the person responsible for taking final action on the tracker, or for closing the tracker. 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. Note: A user ID assigned to Final Action cannot be removed until you assign another User ID to Final Action. |
|
Expected Date |
The date when the tracker is expected to be completed. Tap to select or change the date, or set the entry to No Date. 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. |
|
Delivery Date |
The date when the tracker is required to be completed. Tap to select or change the date, or set the entry to No Date. 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 review header information:
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.
Tap Done to save changes and return to the previous screen.
See Also:
Appending to Trackers in Pocket Job Queue
Forwarding Trackers with Pocket Job Queue