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 add a user to a tracker, the tracker displays in those users' job queues.
Click the Forward List tab to display the Forward List section of the window.
In the Forward To field, place the cursor on a blank line and enter additional user IDs.
The system enters each user's full name in the Forward Name field and assigns the status Newitem. Current scheduled events display in the Schedule field for each user on the list.
Note: Immediately behind the user information in the Forward Name field, the system displays the user's current status, such as Logged In or Logged On - Not Clocked In.
In the Status field, select a new status for users, as needed. Typically, only supervisors can change the status for another user; however, you can update your own status.
To set an alarm date for a tracker, enter a 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 Followup Date field, enter the date on which you want the entry to appear in the job queue of the recipient. Normally, users set the follow-up date as a means of managing items in their own job queue.
Note: When you append to a tracker, it displays in the job queue of each user to whom the append is addressed, even if you entered a future date in the Followup Date field for a user.
Use the following items on the Options menu, as necessary:
Menu Option | Function |
Find User | Finds a user ID in the Forward To list that you enter at the prompt. |
Contact Access | Displays the Call Tracking Contact List dialog box, which lists contacts from outside the company with whom your company is working. It also lists those contacts' statuses on the tracker. |
Add Creator | Assigns the Next Action to the user ID of the person who created this tracker and removes your user ID from the Next Action field on the tracker. |
Final Action | Copies the user ID assigned in the Final Action field to the Next Action field and to the Forward To field, if it is not already there, indicating which user has the final action for the tracker. |
Remove Yourself | Removes your user ID from the Forward To list. If your user ID is assigned to the Next Action field, the system prompts to assign a new user ID to that field. |
Save your changes and close the window to forward the tracker.
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