The system uses tracker categories, work areas, sub areas, and task codes for reporting, billing, and sorting purposes. Use the tracker maintenance screens to define these items.
Categories, work areas, and sub areas are groups within the system that you can assign to trackers for reporting and unquality event tracking purposes.
Categories – Identify major groups to which you can assign trackers, such as ACCOUNTING or SALES.
Work areas – Identify groups within a category, such as PAYABLES within ACCOUNTING.
Sub areas – Identify groups within a work area, such as WORK ORDERS within PAYABLES within ACCOUNTING.
Use the Category/Work Area/Sub Area Maintenance screen to define categories, work areas, and sub areas. You can also use this screen to print a list of the defined groups.
Use the Category Maintenance screen to maintain categories and the Work Area Maintenance screen to maintain work areas.
Use tracker task codes to categorize the time you spend working on trackers for reporting purposes. For example, if you are working on an accounting tracker and collecting payments, assign the task code COLLECTION to the hours you work on the tracker.
Create task codes in the Call Tracking Task Code Maintenance screen. Assign task codes to trackers from the Tracker Stop Watch or the Summary Hours screens.
See Also:
Defining Tracker Categories, Work Areas, and Sub Areas
Maintaining Tracker Categories