NetResults Tracker
The Base Template

Overview

The Base template provides a template with minimal configuration: only the required fields are available, one workflow state, only the required users and user groups are present. Use of this template is recommended when the rest of available templates do not closely resemble the process you wish to implement in Tracker.

This template contains the following system required user groups:

Admins
Responsible for performing administrative tasks.

RestrictedUsers
All restricted users are members of this group.

Users
All non-Restricted users are members of this group.

Projects

A default project called "First Project" is available in this template and is visible to all user groups. This project can be customized and additional projects can be added via the Manage Projects section.

Forms

A default form called "Issue" is available in this template, is associated with the "First Project" Project and is visible to all user groups. This form can be customized and additional forms can be added via the Manage Forms section.

Fields

The Issue form contains the following fields. Note that you can customize the database by adding to or removing fields, or changing any pulldown menu values via the Manage Fields section. Field names with an asterisk (all of the fields in this template) are required by the system and cannot be removed from any form(s).
PRN* Numeric record identifier. Assigned at the time the record is created.
Product* Identifies the product for which the record has been reported. Set at the time the record is created.
Reported By* Name of the user that reported the problem. Initially set to the name of the current user logged in. Set at the time the record is created.
Status* Current state of the record. Changes as the record is processed through the workflow.
Assigned To* User the record is currently assigned to for processing. Set either manually or automatically during processing of the workflow.
Deleted* Denotes whether the record has been deleted.

Workflows

A default workflow called "Business Process" is available in this template and is associated with the "Issue" Form and is in use in the "First Project" Project. This workflow contains a single state without any transitions. You can customize the Business Process workflow or add additional workflows via the Manage Workflows section.

  1. State 1 - Reported
    When a record is created, it is set to the state Reported and assigned to TBD

    This is implemented by:

    Default Add State Settings

    • Define Default Add State based on the Product field
    • Define Reported as the Default Add State when a record is added for all products
    • Define All as the state group for Allowed Add States for all products
    State Managers
    State Managers are set in the Manage Projects section.
    • Define State Managers based on the Product field
    • Assign TBD as the manager for the Reported state

    Transitions
    There are no transitions defined in the Business Process Workflow.

    Task Fields There are no task fields defined in the Business Process Workflow.

Sample Saved Charts

A set of sample saved charts are included in this template. Click here to see details of these sample metrics.

Email Notification

The Base template is set up to notify users as follows:

On Add or Delete of a Record
The current assignee, the manager for the current state, and the reporter of the record are notified

On Change of Assignment
Both the current assignee and the manager for the current state of the record are notified

Security

The Base template assumes a very simple security model reflecting a workgroup situation where all users are able to see any record. This is implemented by setting Enable Record Visibility option under General Preferences in the Administration Task page to No.

In addition, the privileges related to editing fields within the records have been removed from users that are not managers or Admin. With this configuration, users can rely on the Task operation to move records through the workflow. This can be changed within the User Administration section of the Admin page.