Tracker

The Tracker area displays information about the jobs you have selected to continue watching after you are no longer the owner. This allows you to follow the progress of jobs and documents through a workflow to continue to interact with the job via Notes, modify Forms, ensure timely completion of jobs, and more. Typical uses of the Tracker include:

• Job Management - A manager can add a job to their Tracker before delegating the job to another employee. The manager can then monitor the job’s progress through the workflow.
• Additional input - An employee can add a job to their Tracker to access it later and join the Notes conversation surrounding the job.

The following information is provided:

• Type - This column describes what kind of item it is.
  • Document - Related to workflows and usually includes an action that needs to be taken.
  • Information - Workflow updates and additional facts, such as “Job Created”, “Attention”, etc.
  • Error - Problems, usually with workflows, that should be reviewed.
• Job Name - A short description of the item. Job names contain the following elements: Input Node Name | Date Received | Time Received, based on your selected time zone (See Settings). If a workflow diverges or splits, the “Input Node Name” portion of the Job Name will update to the name of the node where the split happened.
• Info - The current state of the job.
  • Action - You need to take some action to move the job to the next step in the workflow. Clicking on a job with the Action tag will open the job on the Jobs page. Depending on the owner of the job, you may have full access or read-only access.
  • Approval - You need to approve the job and send it to the next step in the workflow or deny it.
  • Complete - The job has reached the last node in the workflow and cannot be modified. The job may still be accessible via the Tracker in a read-only capacity.
• Owner - The person or node that needs to take the next action in the workflow.
• Workflow Name - The name of the workflow that generated the tracked item.
• Last Modified - The date and time of the last update to the job, based on your selected time zone (See Settings).
• Actions - The actions available to you.
  • Untrack - Remove this job item to your Tracker.

You can search through the available jobs using the Search field in the upper-right corner. The Search function includes every column provided when searching.

Clicking on one of your tracked jobs opens the Job.

Note: You may only add notes, add attachments, or approve/reject jobs that are assigned to you. Tracked jobs that are assigned to another user are visible but not editable.