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

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

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