Tracker Flash Demonstrations
Navigate through our Tracker Flash Demonstrations to get a first hand
look at how Tracker works.
This document is broken into the following sections:
Each section is divided into flash demonstrations that
allow you to view how the software works. A few things to note concerning
the flash demonstration:
- All links for each item open a new window (or tab) based on your
browser configuration. You may need to resize your browswer window
to see the entire presentation or snapshot.
- Clicking on
- the "Image" will run the flash demonstration.
- "Snapshot" will
open an enlarged picture of the snapshot.
- "Flash" will
run the flash demonstration.
- "Help" will provide additional
details about the feature. You can navigate Help to view information
on other features listed
below (and not listed).
- While running a flash demonstration, you can access Help for
that feature from the Help menu.
- Please note the flash demonstrations currently only include sound
in the introduction. Future demonstrations will include narration in
the opening and throughout the demonstration.
Each flash demonstration listed below indicates the use of sound and
narration.
- If you want to just view the Help for Tracker and Tracker Client,
click the following links.
- To access the Tracker Help file directly, click
here.
- To access the Tracker Client Help file directly, click
here.
Tracker and Tracker Client Workflow
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Think of "workflow"
as how you might complete a task. This demonstration provides the
workflow as how you might use Tracker - entering data, completing
follow-up,
having users respond via Tracker Client and Responder Node, closing
Tracked Items, reporting, and exporting data. It is summary
of how
to use
Tracker and
does
not go into
the
details
as each
individual demonstration below.
This demonstration is designed to be reviewed from beginning to
end noting the workflow of Tracker and Tracker Client, however,
you can access any Flash demonstration at any time. When a new
section
starts,
you
are
provided an overview
of that
section and you must click "Continue" to start that section
of the Flash demonstration.
Sections included:
- Creating a Project / Users and Passwords
- Importing / Adding
Data into Tracker
- Viewing, Editing, and Displaying Data
- Tracker Sending a Request
- Tracker Client Sending a Response
- Entering Responses using Responder Mode
- Tracker Reviewing
a Response
- Closing Tracked Items
- Reports
- PHAWorks Links
- Exporting
See Overview
(PDF) and Tracker
Mailer (PDF) for a description of how Tracker works. |
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Importing / Adding Data into Tracker
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- Snapshot
- Flash
- Length:
2:02 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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You
can copy data from one Tracker file to another. For each of the selections,
you can choose only the required items you wish to copy
from one file
to
another. |
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- Snapshot
- Flash
- Length:
7:14 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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Import
data from your CSV and TXT files. You can define how each column
of the text file should be imported into Tracker.
Tracker uses a wizard
to process importing of CSV and TXT files. This is one of the
dialogs provided during the wizard. |
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- Snapshot
- Flash
- Length:
4:58 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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When
importing PHAWorks projects, Tracker by default maps all the import
columns to the required fields in the Tracker file. This allows
you to import all the required data for tracking into the Tracker
file.
Tracker
uses a wizard to process importing of PHAWorks projects. This
is one of the dialogs provided during the wizard. |
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Viewing and Editing Data
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- Snapshot
- Flash
- Length:
4:05 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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The
Activity Window displays your data in a tree and in forms. The tree
displays the tracked items, sources associated with the tracked items,
and all requests and responses for the tracked item. A form shows
the data fields for each level of data. A level is considered a collection
of data (e.g., fields) that is only available for that layer of data. |
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- Snapshot
- Flash
- Length:
2:32 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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The
List Window provides a tabular (column and row) view of your data.
You use this window to view your data. To change your data, you must
use the Activity Window. |
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Customizing the Display
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- Snapshot
- Flash
- Length:
4:50 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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Each
Tracker file has built in fields for each level of data (Tracked
Item, Source, Request, Response, File and Import) that are optional
to use. Each field has attributes that can be configured based
on the type of field. You can also create your own fields or use
different names for each field.
Tracker uses a wizard to create custom fields. This is one of
the dialogs provided during the wizard.
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- Snapshot
- Flash
- Length:
8:29 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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For
both the List Window and Activity Window, you can create multiple
views and each view contains different settings. Customize the filters,
sorting, font, display and the tree to create custom views of your
data. Views are saved in the file so no matter who accesses the file,
each person can have access to the same views. |
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Working with Tracked Items
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- Snapshot
- Flash
- Length:
4:13 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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When
sending a Request, these are tasks completed in trying to complete
the Tracked Item. With a Request, you can provide a Request Type,
Response Due Date, and Request Text. Requests can be generated in
multiple forms and each Tracked Item can have unlimited Requests.
See Overview (PDF) for a description of how Tracker works.
Tracker
uses a wizard to process sending a Request. This is one of the
dialogs provided during the wizard. |
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- Snapshot
- Flash
- Length:
6:16 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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The
Tracker Client program is used to provide Responses back to Tracker.
This allows users to provide updates on the status of the Tracker
Items. |
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- Snapshot
- Flash
- Length:
2:58 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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In
addition to using Tracker Client to provide Responses, users can
enter Responses directly into the Tracker file. This is a security
setting in which a user logs in allowing them to only see Tracked
Items and Requests assigned to them. When a user is running Tracker
using Responder Mode, the user can only add Responses to Requests
similar to what they would have done using Tracker Client. |
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- Snapshot
- Flash
- Length:
2:27 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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When
Tracker receives a Response, the Response data is automatically loaded
into the appropriate Tracker file. The user of Tracker can then review
the Response and optionally incorporate its data into the Tracked
Item.
When Responses are received in Tracker, you should review them
to verify that the information that you Requested has been
provided. If you Requested Field Updates, you can decide whether
to integrate
the provided values into your Tracked Item data. This allows
users of Tracker Client to provide feedback on selected data for
the
Tracked Item. |
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Reports
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- Snapshot
- Flash
- Length:
13:13 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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You
can create four different types of reports - Form, List, Statistical
and Cost Analysis. Each report allows you to customize the data to
best fit your report requirements. Customize the filters, sorting,
font, and display to create custom views of your data.
Below is a
description of each report and sample HTML and PDF reports for
your review. Reports generated in HTML format can be opened and
saved in programs that read HTML files such as Word, Excel, Quattro
Pro and others. To generate PDF files, you must own Adobe Acrobat. |
Form Report
(Help)
Each
part of the Tracked Item is printed in a form. This is similar
to the way that data is entered and displayed in the Activity Window.
You can select Options to select which forms you wish to include
in the report, and you can select the Forms tab in Reports
to configure the forms to select which fields should be printed in
each
form.
If you
want
to create reports with detailed information about Tracked Items,
Requests, or Responses, this is the format you will want to
use. You can select Category to categorize your report and Tracker
will
print a section of the report for every value of the field
that you selected.
HTML Format Samples: |
PDF Format Samples: |
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List Report (Help)
The List format prints a table. Each row in
the table corresponds to a Tracked Item. This is the report
equivalent to the List Window. This report cannot print Request
or Response
data
and because it
is limited by the width of the report,
you
cannot include
as many Tracked Item fields. This report
is most useful
for providing an
overview of your data. You may want to
use it to see the items that are nearing completion, or to
quickly
see
all of
the
items that have
the highest priority. If your data contains
numeric
fields such as a cost field, you have can select
Options to total
all
of
the values.
You can configure the Columns to determine
which columns should be printed, the order in which they
are printed,
and the width of each
column. You can select Category to categorize
your report and
Tracker will print a section of the
report for every
value of the field that
you selected.
HTML Format Samples: |
PDF Format Samples: |
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Statistical Report
(Help)
The Statistical report format
provides a listing of the values for a specific data
field. The
number of
occurrences of each value is
counted. You can
select Options for printing the
data in text, printing the
data as a pie chart, or doing both. The pie chart
works best
if there are not
too many distinct values. If
there are
too many values, it is
possible that the pie chart will not
be readable.
If you generate
a statistical report using non-text fields such as dates
or numbers, you
have the option of specifying how the values can be grouped
together. For
example,
you may not
want
to
have statistics
for every day that
has
a response due,
but it would be useful to know how
many are due each month. Similarly,
you can
group
costs
by thousands or
millions or other amounts that
make
sense for your data.
You can select Category to categorize your
report
and Tracker
will print a section
of the report for every value of the field that you selected.
HTML Format
Samples:
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PDF Format Samples:
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Cost
Analysis Report (Help)
The Cost Analysis format
allows you to total the values
for a specific
number field. You can also subtotal
according to as
many as three additional
fields. You also can select Options
to print the top level cost
distributions in
a pie chart.
This
would, for
example, allow
you to quickly see how
costs
are distributed among
the different divisions in your company, or
categories of
tracked items.
HTML Format
Samples:
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PDF Format Samples:
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Closing Tracked Items
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- Snapshot
- Flash
- Length:
2:18 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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When
the processing for an item has been completed, normally the next
step is to close the Tracked Item. A Tracked Item might be closed
because it was cancelled, rejected, or postponed. Closing an item
in Tracker does not always mean the underlying item was completed
as originally recommended. When a Tracked Item is closed, it means
current processing for the item has been completed and the item no
longer needs to be tracked.
Tracker uses a wizard to close Tracked
Items. This is one of the dialogs provided during the wizard.
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Using Data From Tracker in Other Programs
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- Snapshot
- Flash
- Length:
2:23 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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You
can export data to either a TXT (Text) or CSV (Comma Separated Value)
file to be used in other programs. Data is exported from the Tracker
Item level.
Tracker uses a wizard to process the exporting of data.
This is one of the dialogs provided during the wizard.
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- Snapshot
- Flash
- Length:
3:18 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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After
documenting your PHA with PHAWorks®,
import the Tracked Items (Recommendations) into Tracker for follow-up
to assure the Tracked
Items are completed. After the Tracked Items have been resolved,
you can electronically send data back to PHAWorks1 such as cost,
resolution text, who closed the Tracked Item, and the completion
date.
Tracker uses a wizard to update PHAWorks projects. This is
a snapshot of a PHAWorks project after completion of the PHA
and then
after
being updated by Tracker. |
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Additional Functionality
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- Snapshot
- Flash
- Length:
3:46 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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View when the
file was last updated, number of open Tracked Items, total cost,
and more. Information is automatically compiled by Tracker using
data from your file. You can easily see the status of all Tracked
Items. |
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- Snapshot
- Flash
- Length:
2:37 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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Find
/ Replace data within your Tracker file. Find non-blank values and
blank fields for group updates. |
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- Snapshot
- Flash
- Length:
6:14 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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In the Activity
Window, the tree
provides hierarchical view of the data. You can customize what data
the tree displays
for the Tracked Item, Source, Request and Response
level in the Activity Window tree. Icons and color are used to represent
the state of the Tracked Items. |
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- Snapshot
- Flash
- Length:
3:12 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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If
you have the same Tracked Item listed multiple times, you can merge
two Tracked Items into one Tracked Item. When updating PHAWorks,
all Recommendations would be updated in the file.
You can also merge
using drag-n-drop which is shown in the Flash demonstration.
This shows the dialog method for merging Tracked Items. |
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- Snapshot
- Flash
- Length:
2:50 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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You
can custom number your tracked items to make sure each tracked item
is uniquely identified. Use values from data in the file to create
unique prefix and suffix data or enter your own data. |
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- Snapshot
- Flash
- Length:
9:52 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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Allows
you to automate completing tasks such as sending Request emails,
pop up reminders and regular emails (not Requests).
Tracker uses a
wizard to process schedule tasks. This is one of the dialogs
provided during the wizard. |
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Configuration
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- Snapshot
- Flash
- Length:
2:59 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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The
Address Book is a listing of people that you can use for assigning
Tracked Items and sending Requests. You can import names from your
email address book, PHAWorks Master Team List or PHAWorks Project Team
List. You can also look up names in you email address book. |
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- Snapshot
- Flash
- Length:
3:52 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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Allows
you to customize the settings used for receiving and sending emails
from Tracker. Select to send emails via SMTP or MAPI and receive via
POP3, IMAP4 or MAPI.
You can use either a wizard or a tabbed dialog to configure email. |
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- Snapshot
- Flash
- Length:
5:25 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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This
is a known source of Tracked Items. For example, each of the study
types in PHAWorks is a separate source type. The sources for a Tracked
Item will each be of a specific source type. |
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- Snapshot
- Flash
- Length:
3:31 min
- Opening Sound: Yes
- Opening Narration: No
- Demonstration Narration: No
- Help
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For
each file, you can create users and passwords allowing limited access
to the file and features in the program. This is not required, but
recommended. The security allows you to provide different access for
those who have access to the file. The users and passwords are saved
in each Tracker file, so each file can have unique settings. This allows
you to customize the security for each file. |
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1PHAWorks® is
a software program developed by Primatech for conducting Process Hazard Analysis
(PHA) studies. |
