NetResults Tracker
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 button
  4. Make any desired changes and click OK to save them

General Options

Add-On Features

The options is the Add-On Features section are only available when the corresponding license key has been entered into the Tracker License Manager.

Home Page Options

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

Help Options

The following options are related to use of the Help and Task icons in a user's Button Bar. For the Help icon, you can customize the link such that standard or restricted users will be directed to the URL you desire when clicking on the Help icon 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. 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 to your users the purpose of the Task operation (e.g. "Update Record", "Mark Issue Complete", etc.).

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.

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 Administration 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.

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. To configure Record Visibility, please use the steps below:

  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 by setting the option By Default Include Group 'Users' for Record Visibility on Add Operation to "No" in the General Preferences, any records added to the system will not be accessible to members of the Users group. If the user is a member of only "Users" group, then he/she cannot even view the records they submitted. 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. By default, any existing records are visible to the Users group (which includes all users in the workgroup). If you are enabling Record Visibility after records have already been added to the workgroup, you may wish to 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. 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

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.

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.