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Glossary of Terms
Account Info - A link on the Home Page
where you can update
your user profile information such as address, phone
number, email address, etc.
More information:
Account Information
Add & Copy - The operation on the Add Page that allows
you to add a record while saving the information currently entered
in the fields on the Add Page that can be used to submit another
record.
More information:
Adding Records
Add Page - The page where a new record can be submitted
to the system.
More information:
Adding Records
Add Similar - The operation on the View Page that allows
you to add a record using the information from the record you are
viewing.
More information:
Viewing Records
Add via Email - Also known as Submit via Email,
this separately purchased option allows end users
to submit records via an email message instead of logging into
Tracker.
More information:
Adding
Records via Email
Admin Page - The area where you can
customize Tracker. The
fields,
workflow,
email preferences
and many other items can be customized in this area.
More information:
Admin Guide
Alerts - Per-record email notifications triggered
at a particular date & time, or relative to a date field or
when there is a lack of change of status within a certain
period of time.
More information:
Alerts (Enterprise Edition Only)
Allowed Add States - The group of states to which a new
record can be routed based on the combination of Form and Project selected
for the record.
More information:
Workflows
Attachments - Files or URLs that can be added to
a record or created as a file accessible to the workgroup (rather than just one record).
See also "global file attachments" or "record attachments".
More information:
Record Attachments
Global File Attachments
Record Attachments List
AutoFill Item - This feature allows you to configure a field
to automatically capture information about an end user's
environment when submitting a record on the Add or Submit Pages.
More information:
Fields
Calendar - The icon that can be used
to display a calendar for selecting dates.
Click on the day to select the date to be entered into the date field.
Click < or > to move backward or forward one month
or click << or >> to move backward or forward
one year. Click Now to set the date field to be the current date and time.
Click on Exclude Time if you want to exclude the time
information from being saved in the date field. For a field where the time information
has previously been excluded, click Set Time if you wish to include the current
time information in the field. Click OK to choose the
highlighted date to be entered into the date field. Date will be selected and calendar dismissed when
a date is clicked when the time is excluded. Dates displayed in
red are non-business days according to the
Business Days option in the Preferences
section. Click Cancel to dismiss the calendar without saving changes.
Child pulldown - A pulldown which is
dependent on a parent pulldown. When
an option menu item is selected in the parent pulldown,
only the option menu items related to the item in the parent
pulldown will be available in the child pulldown.
Clone - A duplicate of a record created using the
Cloning
feature. Clones can also be created using the
Task
operation.
Color Preferences - The Admin section where color settings
for Tracker pages can be configured.
More information:
Color Preferences
Default Add State - The state to which a newly added record
will be routed by default based on the combination of Form and Project
selected for the record.
More information:
Workflows
Delete - The operation which you can use to
mark a record as deleted.
More information:
Deleting Records
Dependent Pulldowns - The feature that allows
a relationship to be created between pulldowns. When
an option menu item is selected in a parent pulldown, the
values in a child pulldown are limited to only those option menu
items that are associated with the value selected in the parent
pulldown.
Discuss - The area where you can
view,
reply
or start
a new discussion thread for a record.
More information:
Discussions
Edit Page - The page where the
fields,
attachments list,
source code list
and alerts settings
for a record can be modified.
More information:
Editing Records
Edit Records - The icon that can be used to edit
a set of query results.
More information:
Querying Records
Email Configuration - The Admin section where Outgoing
(email notifications based on actions performed on a record) and
Incoming (Submit via Email feature) mail options can be configured.
More information:
Email Configuration - Overview
Export - The Export link can be used to export
report data from the reports on the History,
Home,
Query
or Metrics pages.
Field - A part of the form where data is collected. Fields
are added and edited in the Fields
section.
Field Help - Placing your cursor on this icon
in the Add, Edit and Task will display additional
information about each field. Field Help can be
enabled / disabled via the
Preferences page.
Field Help text can be customized by entering Text in the "Help Description"
property of a field in the
Fields section.
Field Visibility - A feature which allows you to control
where (on what pages such as Add, Edit, reports, email notifications, etc.) and
by whom (which user groups) fields can be accessed.
More information:
User
Administration - Group
Floating user account - Also known as non-Restricted, this type
of user account is associated with a floating license.
More information:
Users
Form - A set of fields that combined make up a particular "record".
For example, if you are using Tracker for issue tracking,
the fields that are filled out on the Add Page are part of the "form" for submitting
issues into Tracker. It is possible to set up multiple forms (e.g.
you may want to have a form for submitting bugs and a separate form for submitting
enhancements. Each form has its own set of fields that are collected when submitting
a record).
More information:
Forms
General Preferences - The Admin section where
workgroup-wide preferences can be set (e.g. choosing whether
a soft delete or hard delete is done when records are deleted,
how are user's names displayed throughout the workgroup pages,
etc.).
More information:
General Preferences
Global Field Properties - When a field is present on form(s),
it can have global properties (the field has the same properties on all
forms) or it can have properties set differently on one or more forms.
More information:
Forms
Global File Attachment - A file attachment that can be viewed
by anyone, including users who do not have a Tracker
user account.
More information:
Global File Attachments
Help - Clicking on this icon in the top
button bar will display the User Help Guide
in a second browser window. Clicking on this link in the
Status bar will display the context-sensitive Help
section in a second browser window.
More information:
Administrative Help Guide Table of Contents
History Page - The page where a query
can be run to search for information in the audit trail of the records.
More information:
Record History
Home Page - The first page a user sees when logging into a workgroup.
It can be configured to display up to 3 reports and includes links to
update your account information
and set your preferences.
More information:
Home Page
Key Fields - Important fields configured in a form that can be searched via the
Search Window or via Link Fields when trying to identify or locate particular records.
More information:
Forms
Knowledge Base - This separately purchased option
allows your end users to search for information to resolve questions
and issues without logging into Tracker.
More information:
Knowledge Base Overview
License Manager - The interface where your
Tracker license keys are stored.
More information:
Entering License
Information
Login Options - The Admin section where Login and Self
Registration Page settings can be configured.
More information:
Login Options
Login to workgroup - The operation used to access
a workgroup.
More information:
Logging In
Logoff - Clicking on this icon in the toolbar will end your
Tracker session.
Maintenance - This Admin section contains
the Delete All
Records operation which can be used to remove
all records from a workgroup while preserving the configuration
(workflow settings, fields, email notification rules, etc. are
not altered by this operation). The rest of the utilities in
this section are only to be used under the guidance of
NetResults Technical Support for troubleshooting
purposes.
Fields - The Admin section where fields can be
defined and pulldown fields can be
customized (e.g. defining option menu items, associating items
between dependent pulldowns).
More information:
Fields
Customizing Menu Items
Forms - The Admin section where forms can
be defined and fields can be selected for each form.
More information:
Forms
Projects - The Admin section where projects
can be defined and the forms, workflow, state managers and visibility
can be configured for each project.
More information:
Projects
Workflows - The Admin section where
workflow configuration can be set up (e.g. creating
states and transitions for processing records).
More information:
Workflows
Metrics - The page where you can generate
graphical reports such as bar, line or pie charts.
More information:
Metrics
Obsolete Item - A value in a pulldown field that has
been marked as inactive. Option menu items can be
marked as obsolete to allow the item to be preserved in
existing records, but an obsolete item cannot be selected
when adding new records or modifying existing records.
More information:
Customizing
Menu Items
Option Menu Item - Values in a pulldown field.
More information:
Customizing Menu Items
Parent Pulldown - A pulldown that has one or more
child pulldowns associated with it. When an option menu item
is selected in the parent pulldown, it limits the option menu
items available in the child pulldown to only those values
associated with the item selected in the parent pulldown.
Preferences - A link on the Home Page where you can
set user preferences such as
selecting the reports
displayed on the Home Page,
choosing your local time zone and other date settings among others.
More information:
Preferences
Print - The Print link can be used to print the report(s) displayed
on the History,
Home,
Query
or Metrics pages.
Project - A plan or design. A project can be a collection of records
or actions that need to be completed by a particular group of people.
Projects can be defined to use certain forms, workflows, state managers
and visibility to particular user groups.
More information:
Projects
Query Page - The page where reports can be generated (including
the reports available on the
Home Page).
You can run
ad-hoc queries,
saved queries,
advanced saved queries and
configure report layouts.
More information:
Querying Records
Record Attachment - A file or URL attachment that is associated
with a particular record. Record file attachments can
only be viewed by a user actively logged into Tracker
(requires a user account).
More information:
Record Attachments
Record Attachments List
Record Visibility - A feature that allows you to control
which records a user is allowed to access based on his / her
user group membership. For example, if you have external
vendors, customers or partners logging into
Tracker, you may not want Company A to
access Company B's records.
More information:
General
Preferences
Restricted User - This type of user account has a
limited set of privileges available as opposed to a static or
floating user account.
More information:
Users
Restricted User Group - Members of this type of user
group can be Restricted or non-Restricted user accounts.
This type of user group has a limited set of privileges.
More information:
User Groups
Self Registration - This feature allows users to create
their own user account.
More information:
Self Registration
Send Email - A utility that an Admin can use to send
email to a user or user group. Most commonly used for
troubleshooting email configuration issues.
More information:
Sending an Administrative Email
Source Code Control - Tracker can be
integrated with Microsoft Visual SourceSafe to associate relevant
source files to a record.
More information:
Source Code Control Integration Overview
Standard User Group - Also known as non-Restricted
user groups, members of this type of user group can
only be user accounts with Static or Floating
license types. Restricted users cannot be members of a
standard user group.
More information:
User Groups
State - A
state
represents a step in the workflow process.
State Group - Workflow states that share a common
characteristic. For example, a state group called "Active"
could include all states where a record is actively being processed;
the group excludes states such as "Closed" or "On Hold" or "Deferred".
State groups can be created for the purpose of
simplifying report criteria (e.g. return all records in "Active" states)
or workflow configuration (e.g. allow end users to choose from "Active" states
when deciding where to route a record).
More information:
Workflow States
State Manager - A user assigned to a certain state in the State
Managers section for a specific project. State Managers can be
used as a routing table for automatic assignment for the Add or Task
operations.
More information:
Form State Managers
Static User Account - Also known as non-Restricted, this
type of user account is associated with a static license.
More information:
Users
Submit via Email - Also known as Add via Email,
this separately purchased option allows end users
to submit records via an email message instead of logging into
Tracker.
More information:
Adding
Records via Email
Submit Page Options - The Admin section where the Submit
via Web Page for Unregistered Users can be configured.
More information:
Submit Page Options
Submit via Web for Unregistered Users - This separately
purchased option allows end users to submit records
via a web form instead of logging into Tracker.
More information:
Submit via Web for Unregistered Users
Task - The operation that can be used to process a record. The Task
operation prompts you with transitions available for processing a record
based on the record's current state, prompts you with the fields that
correspond to each transition and routes the record automatically based
on the
workflow settings.
More information:
Marking a Task Complete
Task Fields - Fields presented to the user when a transition
is selected to process a record during the Task operation.
More information:
Workflow
Transitions
Transition - A path used to move records from one state to another
in the workflow.
More information:
Workflow Transitions
UMS Administrator - The user account for accessing
UMS. The User ID of the UMS Administrator is "useradmin".
More information:
Overview
User Accounts - The Admin section in a workgroup
where user accounts
and user groups are maintained.
More information:
Users
User Management System (UMS) - The interface
for adding and maintaining user accounts for all workgroups in
Tracker.
More information:
Overview
User Preferences - The Admin section where preferences can
be set that are applied to static/floating and restricted user accounts
when they are added to the workgroup.
More information:
User Preferences
User Sessions - The Admin section that lists which users are
currently logged into the workgroup and allows an Admin user to logoff
users if necessary.
More information:
User Sessions
View Page - The page where a record's fields, attachments,
clone info,
alerts,
source code list,
discussion threads
and record history
can be viewed.
More information:
Viewing Records
WMS Administrator - The user account for accessing
WMS. The User ID of the WMS Administrator is "ptadmin".
More information:
Logging In
Workflow - The set of steps that represents your
organization's process.
More information:
Workflows
Workgroup - Created in the Workgroup Management System (WMS),
a workgroup is an area with its own database and web pages.
When a workgroup is created, you can select many parameters
including what database type is used (Access, SQL Server or Oracle),
what languages it supports (via the character set option) and where the
web pages should be located. Each workgroup is intended to be an
area independent of other workgroups (e.g. a workgroup has its own
database and features can be enabled / disabled within each workgroup).
More information:
Adding a Workgroup
Workgroup Administrator - The User ID "Admin" in each workgroup
or any user in a workgroup that is a member of a group with the
Admin
privilege.
Workgroup Management System (WMS) - The interface for creating
and maintaining workgroups. An unlimited number of workgroups can
be created in WMS. A user must have Local Administrator rights on
the machine where Tracker is installed in order to access WMS.
More information:
WMS Overview
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