Individual items or processes are monitored through the steps defined for their Tracking Type. Each institution defined Tracking Type is mapped to a System Tracking Type. Most system Tracking Types (UNDEFINED is the exception) have a specific purpose. For example, the system Tracking Type ASSIGNMENT is assigned to Tracking Types and hence tracking items which are used to monitor the movement of assignments.

Refer to:

The Research Subsystem for the Specialist User, for Thesis Tracking Steps and
Initiate a Tracking Item for Assignments, for Assignment Tracking Steps.

The Tracking Type block contains:

• Tracking Type
• Description
• System Tracking Type
• Target Days
• Business Days Only check box
• Sequential check box
• Closed check box

The Tracking Type Step block contains:

• Step
• Description
• Action days
• SSF Avail check box

Tabs

• Recipient
  • Find Person button
• Explanation
  • Explanation

  Button

  • Tracking Type Step Note (TRKF1210)

Use this form to record and maintain institution defined Tracking Types.

For a new Tracking Type:

• Map it to a System Tracking Type
• Enter the target days for completion of items of this Tracking Type
• Indicate whether business days or Calendar days are to be used in date calculations associated with this Tracking Type
• Indicate whether or not the Tracking Steps must be performed sequentially
• Enter required Tracking Steps, in order, and the number of days allowed for completion of each step
• Indicate whether or not the Tracking Type steps should be displayed in the Connect application via checking the SSF Avail box
• Enter a default recipient where applicable
• Enter a description in the Explantation TAB, if the description is to be seen in the Connect application

For an existing Tracking Type, change data as required, but in particular you can:

• Add, delete or re-order Tracking Type Steps
• Tracking Types cannot be deleted. Close them instead to prevent further use
• Change the recipient for individual steps

Recording Tracking Types and How Tracking Items are Created provided further information.

Rules:

A Tracking Type is assigned to each tracking item. This defaults the Tracking Type Steps to the item.

Modifying a Tracking Type will not affect existing tracking items associated with it.

If the SSF Avail check box is selected for a particular Tracking Step, then in TRKF2100 the SSF check box will be selected by default.