Defining Tracker Categories, Work Areas, and Sub Areas

For reporting and unquality event tracking purposes, you can assign trackers to one, two, or three pre-defined reporting groups.

Categories – Identify major groups to which you can assign trackers.
Work areas – Identify groups within a category.
Sub areas – Identify groups within a work area.

For example, if there is a network problem with a terminal computer in your warehouse, you might assign the tracker to the SYSTEM category, DESKTOP work area, and CONNECTIVITY sub area. If you are reporting an application issue, you might assign the tracker to the APPLICATION category, ORDER ENTRY work area, and LOT BILLING sub area.

This topic describes how to do the following:

Create a tracker category.
Create a tracker work area.
Create a tracker sub area.

To create a tracker category:

From the System > System Files > Call Tracking Maintenance menu, select Category/WorkArea/SubArea Maintenance to display the Category Maintenance screen.

The screen displays the defined categories.

Position the cursor on a blank line or press Alt-Insert to insert a new line, and enter a category name up to 20 characters.

Note: To delete a category, position the cursor on the category and press Alt-Delete.

Use the following hot keys, as needed:

Hot Key	Function
Work Areas	Displays the Work Area Maintenance screen, where you can create work areas for the category on which the cursor is positioned.
Print	Displays the Category Report screen, where you can print a report listing each category and the corresponding work areas and sub areas.

Press Esc to save your changes.

To create a tracker work area:

From the System > System Files > Call Tracking Maintenance menu, select Category/WorkArea/SubArea Maintenance to display the Category Maintenance screen.
Position the cursor on a category and use the Work Area hot key to display the Work Area Maintenance screen.

The screen displays the work areas defined for the selected category.

Position the cursor on a blank line or press Alt-Insert to insert a new line, and enter a work area name up to 20 characters.

Note: To delete a work area, position the cursor on the work area and press Alt-Delete.

To create sub areas for the work area on which the cursor is positioned, use the Sub Areas hot key and continue with the next procedure.
Press Esc to save your changes.

To create a tracker sub area:

From the System > System Files > Call Tracking Maintenance menu, select Category/WorkArea/SubArea Maintenance to display the Category Maintenance screen.
Position the cursor on a category and use the Work Area hot key to display the Work Area Maintenance screen.

The screen displays the work areas defined for the selected category.

Position the cursor on a work area and use the Sub Area hot key to display the Sub Area Maintenance screen.

The screen displays the sub areas defined for the selected category and work area.

In the Sub Area Name column, position the cursor on a blank line or press Alt-Insert to insert a new line, and enter a sub area name up to 20 characters.

Note: To delete a sub area, position the cursor on the sub area and press Alt-Delete.

In the QA Group column, enter the quality assurance group associated with the designated sub area. This field is optional.
Press Esc to save your changes.