Forwarding Trackers to Other Users

Use a tracker's forward list to include all the users that need to be notified as work is being done on a tracker. For example, you might have a tracker in your job queue that requires approval by your manager after you complete your portion of the work, or the tracker might require action by users in more than one department. When you append a comment to a tracker, the tracker displays in the job queue for each user on the tracker's forward list.

To forward a tracker to other users:

Open a tracker.
Use the Forward hot key to display the Forwarding screen.

The system does the following:

Populates the Final Action By and Action Req'd By fields from the tracker's header information.
Enters the user ID from the Action Req'd By field in the Forward To field.

In the Forward To column, place the cursor on a blank line and enter additional user IDs.

The user's scheduled availability displays.

Note: A red, highlighted field displays in the lower, right corner of the Forwarding screen, indicating the user's current status, such as Logged On - Clocked In, Logged On - Clocked Out, or Not Logged In - Clocked In. A yellow highlighted field displays in the upper, left corner of the Forwarding screen, indicating the user's current availability, such as ABC Meeting 9:00-9:30.

In the Status field, press F10 and select a new status for the user. Often supervisors change the status for their direct reports, and you can update your own status.

The system assigns the status of NewItem when a new user is added to the tracker.

To set an alarm date for a tracker, enter the date in the Alarm Date field.

For example, a customer requires completion of the task described in the tracker by March 4, 2003, and you want to ensure that the tracker is complete before that date. Set the alarm date for March 2, 2003, to allow a two-day grace period for the tracker's completion. The tracker displays in the user's job queue on the alarm date you set.

Use alarm dates as an additional way to prioritize trackers.

In the Flwup Date field, enter the date on which you want the entry to appear in the job queue of the recipient. Users set the follow-up date as a means of managing items in their own job queue.

Note: When you append to a tracker, the tracker displays in the job queue of each user on the forward list, even if you entered a future date in the Flwup Date field for a user.

Use the following hot keys, as necessary:

Hot Key	Function
Final Act	Copies the user ID assigned in the Final Action By field to the Action Req'd By field and to the Forward To field, if it is not already there, indicating which user has the final action for the tracker.
Remove You	Removes your user ID from the Forward To field. If your user ID is assigned to the Action Req'd By field, the system prompts to assign a new user ID to that field.
Action By	Assigns the user ID of the next person responsible for taking action on this tracker. The Action By for the tracker defaults to the user in the Next Action field in the tracker header information.
Find	Finds a user ID in the Forward To list that you enter.
Schd Flwp	Displays the Schedule Detail Maintenance screen, where you can schedule an event for the user on which the cursor is positioned.
Contact	Displays the Call Tracking Contact Access screen, which lists the customer or vendor contacts monitoring this tracker through the customer support web site.

Press Esc to forward the tracker and return to the tracker's main screen.
Press Esc to save your changes and return to the main menu.