NetResults Tracker Help
General Preferences

General Preferences are workgroup-wide options that can be set by a Tracker Administrator. To modify the General Preferences:

  1. Login to the workgroup as Admin or a user that is a member of the Admin user group
  2. Click on the Admin icon
  3. Click on the General Preferences link
  4. Make any desired changes and click OK to save them

Topics Covered In This Section

General Options

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Add-On Features

The options displayed in the Add-On Features section are based on the features that have been licensed.

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Home Page Options

The options available in this section are related to items displayed on the Home Page.

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Help Options

The following options are used to provide additional information to your end users to help guide them through the process you have configured in Tracker.

Custom Help Link

You can customize the link such that standard or restricted users will be directed to the URL you desire when clicking on the Docs link in the upper right corner of the Status bar in Tracker. This can be used to direct users to your own custom Help documentation or to an intranet site or other URL that provides information to guide their use of Tracker.

Custom Help Link for Restricted Users
Enter the URL for the page that should be displayed when a Restricted user clicks on the Docs link on the right side of the Status Bar. The URL must start with "http://" or "https://". Leaving this option blank will display the default Tracker Help Guide page when clicking on the Docs link.

Custom Help Link for Standard Users
Enter the URL for the page that should be displayed when a Static or Floating user clicks on the Docs link on the right side of the Status Bar. The URL must start with "http://" or "https://". Leaving this option blank will display the default Tracker Help Guide page when clicking on the Docs link. Note: This setting does not apply to the "Admin" user account. The Admin user account will be directed to the default Tracker Help Guide page when clicking on the Docs link.

Task Icon Tool Tip

For the Task icon, you can customize the tool tip that is displayed when the mouse is hovered over the Task icon. This can be used to explain the purpose of the Task operation to your users using terminology specific to your process (e.g. "Update Record", "Mark Issue Complete", etc.).

Task Icon Tool Tip for Restricted Users
Enter the text that should be displayed as a tool tip when a Restricted user hovers their mouse over the Task icon in the Button Bar. Up to 255 characters can be entered. "Mark Task Complete" will be entered for this option by default.

Task Icon Tool Tip for Standard Users
Enter the text that should be displayed as a tool tip when a Static or Floating user hovers their mouse over the Task icon in the Button Bar. Up to 255 characters can be entered. "Mark Task Complete" will be entered for this option by default.

Field Help

Field Help is text that is customized per field to provide additional information about the purpose of the field on the form. Field Help text is configured in the Help Description property in the Fields section. Field help can be enabled on a user group level by setting Default User Preferences and pushing them out to user groups or can be set by an individual user in the Preferences section.

Display Field Help for Restricted Users
Select an option with respect to displaying the field help text for Restricted Users.

Display Field Help for Standard Users
Select an option with respect to displaying the field help text for Standard Users.

Display Field Help in View Page for Restricted Users
Selecting "On Field Label Hover" will display the field help text when the mouse is hovered over a field label on the View Page.

Display Field Help in View Page for Standard Users
Selecting "On Field Label Hover" will display the field help text when the mouse is hovered over a field label on the View Page.

Default Value When Status or Assigned To Fields are Required During Task

The following options allow you to configure the default value that will be displayed when the user must select a value in the Status or Assigned To field while using the Task operation.

Required Selection of New State Prompt
Enter the value that should be displayed as the default option when the Status field is set as a required task field (this is done by setting "New State" to Prompt with State Group in the Properties of Transitions section). By default, "Please Select a Value" will be displayed.

Required Selection of New Assignee Prompt
Enter the value that should be displayed as the default option when the Assigned To field is set as a required task field (this is done by setting "New Assignee" to Prompt with User Group in the Properties of Transitions section). By default, "Please Select a Value" will be displayed.

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Unregistered User Options

The following options are related to the use of the Submit via Web for Unregistered Users and Submit via Email features. Please review the Submit Page and / or Submit via Email Help sections for details about these features.

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Record Visibility Options

Record Visibility allows a Tracker administrator to set up an environment where access to records is restricted on a user group basis. Disabling record visibility can have the benefit of faster performance since enforcing record visibility restrictions requires more complex database queries. Please review the Configuring Record Visibility section below for more information about setting up this feature.

Use the options below to enable and configure Record Visibility settings. Then, set the related user group privileges in the User Accounts section for internal user groups. If there are already records entered into the workgroup, you may wish to edit the record visibility of those records using the Edit Results operation in the Query page.

NOTE: Record Visibility is not applied to Restricted users since by design these users are already limited to accessing only those records which they themselves have submitted. If you have a mix of Standard (Static or Floating) and Restricted users in your system and you want to limit what records restricted users can access, but all of the standard users are allowed to see any record, you don't need to enable Record Visibility. Restricted users can only access the records they themselves have submitted. Record Visibility is not needed to ensure that Restricted users can only see certain records.

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Configuring Record Visibility

Record Visibility is a feature that restricts the records a user is able to access based on user group membership. This is useful in environments where you need to limit the records that are accessible to customers or external users while still allowing these users to access records that are pertinent to their company or account.

Before enabling Record Visibility, decide whether you really need it. Record Visibility should only be enabled if it is really needed because it involves extra configuration. If the configuration is not set up correctly, users will not be able to access records you intend for them to access.

If you have a mix of Standard and Restricted users in your system and you want to limit what records restricted users can access, but all of the standard users are allowed to see any record, you don't need to enable Record Visibility. Record Visibility is not applied to Restricted users since by design these users can only access the records they themselves have submitted. Record Visibility is not needed to ensure that Restricted users can only see certain records.

If you want to keep some of your Standard users from being able to access records added by other Standard users, you can use Record Visibility to achieve this. For example, if you have external customers, vendors or partners configured as Standard users and you don't want users from Company A to be able to see records added by users in Company B, Record Visibility can be used to be sure that users from Company A can only see records added by Company A.

To configure Record Visibility, please use the basic steps below or refer to the following Record Visibility Knowledge Base article for additional detail and examples: http://kb.nrtracker.com/Item.asp?id=79

  1. Enable the feature and set the Record Visibility options in the General Preferences section described above
  2. Set the Record Visibility privileges in the Privileges section
  3. For any user that is not a member of a user group with the privilege "Override Record Visibility" (most likely all external users or customers), add the user to at least one user group other than the "Users" group so that this user can see the records he/she reported. For example, you may choose to create a user group for each company, vendor, or external user. This is required because one of the basic principles of Record Visibility is that by default records are not visible to the Users group since that includes every standard user in the workgroup. If the user is a member of only "Users" group, then he/she cannot even view the records they submitted. When a user has been added to another user group, when he/she adds a record, it will be made visible to the members of that user group. Refer to the User Groups section for details on creating user groups and adding users as members.
  4. Set the visibility for any existing records in the workgroup. If you are enabling Record Visibility after records have already been added to the workgroup, you should set the visibility for existing records. You can use the Edit Records operation on the Query Results page. To use the Edit Records operation and set the visibility for records, you must be a member of a user group with the "Edit Query Result Set" and "Edit Record Visibility" privileges enabled. More information can be found in Privileges Help section. It is recommended that you enable these privileges for the Admin user group to perform the steps below.

    To set the visibility for existing records: Note: Please ensure you have a backup of your workgroup database and attachments as the Edit Records operation cannot be undone.

    1. Login to the workgroup as Admin (or a user with the required privileges mentioned above)
    2. Click on the Query icon
    3. Click on the Clear button
    4. Enter criteria to return the set of records for which you wish to change the visibility. For example, if you have configured one user group for each company of external users, you may want to search for records reported by any member of a particular user group (by selecting the appropriate user group in the "Reported By" field), then select that user group in the Make Visible to These User Groups field in a later step. Or, if you wish to return all records, do not enter any criteria.
    5. Click on the Run Query button
    6. Click on the Edit Records in the upper right corner
    7. In the field Make Visible to These User Groups, select the user group(s) to which you wish to make this set of records visible. To select multiple user groups, hold down the Ctrl button on your keyboard as you select the user groups.
    8. Click OK to save the change and click OK to confirm the operation

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Record Visibility and Metrics

Record Visibility is not enforced in the Metrics section. Metrics by their nature tend to be global. They are usually used by managers with access to most of the data. For situations where someone should have limited, you can use the Home Page Only user group privilege to show the user a defined set of charts that they can access from their Home Page.

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Source Code Control Options

The following options are related to enabling the Source Code Control Integration feature. Please review the Overview and Requirements for more information about this feature.

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