Managing Your User Job Queue

Use the User Job Queue window to view and manage the trackers in your user job queue. From this window you can access the Call Tracking Entry window for the tracker on which the cursor is positioned to review all information in the tracker.

To manage your user job queue:

  1. Display the User Job Queue window in one of the following ways:

  1. In the following header fields, press Enter to accept the defaults or enter new values. You can also use the Select hot key to enter additional selection criteria before displaying the queue.

Field

Description

User ID

Press Enter to view trackers in your queue or enter another user ID to view the trackers in that user's queue.

End Date

Press Enter to accept the current date or enter another date.

Enter future dates in the End Date field to display entries with followup or alarm dates that are later than the current date.

Selection Type

Press Enter to accept the current selection type or select one of the following:

  • Followup - Displays all the trackers where your user ID is included in the Forward To field of the Forward window.

  • Action Required - Displays only the trackers where your user ID is included in the Action Required By field of the Forward window.

  • Final Action - Displays only the trackers where your User ID is included in the Final Action By field of the Forward window.

  • All - Displays all trackers where your user ID is included in either the Forward To field or the Final Action field of the Forward window.

The system lists each selected tracker in the queue.

At the top of the queue are the trackers that others have updated but you have not yet reviewed. A red dot precedes each of these trackers. The system then lists all the other selected trackers.

The screen can display the following information, depending on the selected view and display option.

Field

Description

Followup Date

Followup date from the Followup Date field associated with your user ID on the trackers Forward tab.

Expected Date

Expected date from the tracker's Expected Date field.

Delivery Dt

Delivery date from the tracker's Delivery Date field.

Tracker

Tracker ID from the tracker's ID field.

Customer

Customer, if any, to which the tracker is assigned.

Assigned

ID of user assigned to the tracker's Next Action field.

Status

Status assigned to the tracker for your user ID.

You can enter a new status in this field, or you can edit the tracker and change the status on the forwarding screen.

Trackers*

First line of the initial tracker comment.

Release Notes*

The first line of text in the release notes for the tracker.

Keywords*

The first line of keywords stored for the tracker.

Problem/Solution*

The first line of text in the problem/solution statement for the tracker.

Use the Expand Line hot key to expand this field to display the entire comment.

*  Use the View > Change View menu option to change the display to include this column and use the Expanded Tracker Comments or Expand Line hot key to expand the amount of text displayed in this column.

  1. Use the following menu options, as needed:

Menu

Menu Option

Function

File

New Tracker

Displays the Call Tracking Entry window, where you can enter a new tracker.

Close Tracker

Closes the tracker on which the cursor is positioned.

The system prompts you to enter a closing message and then removes your user ID from the tracker.

Note: To close a tracker your user ID must be listed in the Final Action field of the tracker or you must be designated as a maintenance user for the user ID that is assigned.

Print Queue

Prints a report of the trackers in the queue.

The system prompts you to select whether to include internal, external, secure, or all tracker comments in the report.

Fax Queue

Faxes a report of the trackers in the queue.

The system prompts you to select whether to include internal, external, secure, or all tracker comments in the report.

Edit

Edit Tracker

Displays the tracker on which the cursor is positioned in edit mode.

Append Tracker

Displays the Append Message window for the tracker on which the cursor is positioned, where you can add a comment to the tracker.

Forward Tracker

Displays the forwarding window for the tracker on which the cursor is positioned, where you can add IDs of users to receive a copy of this tracker in their user job queue.

Edit Cross References

Displays a list of entity, product, tracker, and order IDs referenced in the tracker. From the list, select an ID to view the associated record or transaction in edit mode.

Review Tracker

Returns the tracker on which the cursor is positioned to review mode by inserting a red dot in front of the tracker entry. All trackers preceded by a red dot automatically sort to the top of the list.                  

Mark as Read

Releases the tracker on which the cursor is positioned from review mode by removing the red dot in front of the tracker entry.

View

View Cross References

Displays a list of entity, product, tracker, and order IDs referenced in the tracker. From the list, select an ID to view the associated record or transaction.

If the current tracker was spawned from another tracker, the system includes the tracker from which it was spawned in the list.

Change View

Select an option to change the tracker information displayed in the User Job Queue Viewing window.

The system saves the view you select as the default for displaying the queue.

Selection

Select Criteria

Displays a selection criteria window, which you can use to select a subset of the items in the queue for display in the User Job Queue window.      

Clear Selection

Clears the data entered in the selection criteria window and re-displays the User Job Queue.

Options

Expanded View

Expands the text displayed in the right column from showing only the first line of text for each tracker to showing the complete text of all appended comments.

Synopsis View

Contracts the text displayed in the right column to show only the first line of the original comment for each tracker.

Auto Update

 

Color Rows

Highlights trackers whose alarm date, expected date, or delivery date is earlier than the current date using the colors designated in the Color Row Maintenance menu option.

Color Row Maintenance

Displays the Color Maintenance window, where you can associate colors with the alarm date, expected date, and delivery date on trackers. When you select the Color Rows menu option, the system uses the designated colors to highlight trackers whose dates are in the past.

  1. Press Esc to exit the queue.

See Also:

User Job Queue Overview

Call Tracking Overview