The fields in a tracker header identify the user, customer, or vendor to whom to tracker is assigned and other key information about the tracker, such as accounting, the security level to protect who can access the tracker, and the expected date by which the tracker should be resolved. Edit these fields as needed.
To edit header information on a tracker:
Edit the following fields, as needed:
|
Field |
Description |
|
Customer |
The customer, vendor, or user to whom the tracker is assigned. |
|
Contact |
For customer or vendor trackers, the primary contact responsible for monitoring this tracker. Display the list of contacts assigned to the customer or vendor and select one. |
|
Category |
Category to which to assign the tracker for reporting purposes. Select a category. |
|
Work Area |
Work area within the category assigned for reporting purposes. After assigning a category, select a work area. |
|
Sub Area |
Sub area within the work area assigned for reporting purposes. After assigning a work area, select a sub area. |
|
Source |
Source from which this tracker originated, such as Phone, E-mail, or In Person. Select a source. |
|
Priority |
Priority assigned to the tracker. Select from the list of system-defined priorities. |
|
Ext Status |
Tracker status for external users, such as customer contacts, who view this tracker. Select a status from the list. |
|
Int Status |
Tracker status for internal users, such as your employees, who view this tracker. Select a status from the list. |
|
Sec Level |
Security level (1-99) associated with the tracker. If your security level in the CUST.ACTIVITY.EDIT or VENDOR ACTIVITY.EDIT authorization key, depending on the type of tracker you are creating, is less than the security level, you cannot change the security level of the tracker. |
|
Next Action |
User ID of the person responsible for taking the next action on the tracker. |
|
Final Action |
User ID of the person responsible for taking final action and closing the tracker. |
|
Expected Dt |
Date when you expect the tracker to be resolved. |
|
Delivery Dt |
Date when you must deliver the tracker results to the customer, vendor, or user to whom it is assigned. |
Append a comment to the tracker or use the menu options, as needed.
Press Esc to save your changes and exit the tracker.