|
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
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)
Attachments - Files or links that can be added to
a record.
More information:
Record Attachments
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.
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 - A link that can be used to edit
a set of query results.
More information:
Querying Records
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 created by your Tracker Administrator.
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.
Filter - A way to narrow down query results on the Home or Query pages
by applying criteria to Date, Floating Point or Integer fields.
More information:
Querying Records
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. Your Tracker
Administrator may have set up multiple forms (e.g.
one 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).
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:
User's 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:
Viewing Records
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
Login to a 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.
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:
Querying Records
Option Menu Item - Values in a pulldown field
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.
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
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 by your Tracker Administrator
to use certain forms, workflows, state managers
and be visible to particular user groups.
Record Visibility - A feature that allows you to select
which user groups can access the record you are
adding or editing via the Make Visible to These User Groups
field if you have the appropriate user group privilege.
More information:
Adding Records,
Editing Records
Search Window - When clicking on the Task, Edit, View, Discuss or Delete icons in the Button bar, a Search Window is displayed to allow you to enter a specific record number or enter criteria to search for records based on key fields or within a project or form.
Self Registration - This feature allows users to create
their own user account.
More information:
Self Registration
Source Code Control - Tracker can be
integrated with Microsoft Visual SourceSafe to associate relevant
source files to a record.
More information:
Source Code Control
State - Each item in the Status field, 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".
You may see state groups listed in the Status field on the Query and
Metrics pages for the purpose of
simplifying report criteria (e.g. return all records in "Active" states)
State Manager - A user assigned to a certain state in the workflow
for the combination of project and form selected in the record.
Submit via Email - This feature allows users to send an
email message as a means
of submitting a record to Tracker. See your
Tracker Administrator for details.
Submit via Web for Unregistered Users - Also known as the Submit Page,
this separately purchased option allows unregistered users to submit records
via a web form.
See your Tracker Administrator for details.
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
Transition - A path used to move records from one state to another
in the workflow, transitions are presented as choices when you use the
Task operation to process a record.
More information:
Marking a Task Complete
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
Workflow - The set of steps that represents your
organization's process.
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).
Workgroup Management System (WMS) - The interface for creating and maintaining workgroups. An unlimited number of workgroups can be created in WMS.
NetResults Tracker © 1997-2014 NetResults Corporation. All rights reserved.