Spawning Trackers

Spawn a new tracker from an original tracker when a new issue, which is related but secondary to the original issue, is found. The original tracker is linked to the spawned tracker, but you resolve each individually. Spawning a new tracker prevents the original tracker from being cluttered with secondary issues, so you can focus on the original issue.

On the original tracker, a Spawn button displays in task bar at the bottom of the window to indicate that trackers have been spawned. Click this button to view spawned trackers.

On the spawned tracker, a View button displays in the task bar at the bottom of the window to indicate that the tracker was spawned. Click this button to view the original tracker.

To spawn a tracker:

Display the tracker from which you want to spawn a new tracker.
From the File menu, select Spawn to display the Spawned Trackers window and select New.

The Call Tracking Spawn window displays, prompting you for the type of information to copy to the spawned tracker.

For each of the following fields, accept the defaults or change the values.

Field	Description
Entity	The customer or vendor to whom to assign the spawned tracker. By default, the system assigns the tracker to the same entity as the original tracker.
Clear Comments for Spawn	Indication whether to clear or copy the comments from the original tracker in the new tracker. Yes – Clears all original tracker comments from the spawned tracker. For long trackers, we recommend selecting this option. This is the default. No – Copies all comments from the original tracker to the new tracker.
Clear Followup List for Spawn	Indication whether to clear or copy the forward list from the original tracker to the new tracker. Yes - Clears the original forward list from the spawned tracker. Select this option to create a new forwarding list for the spawned tracker. This is the default. Note: If one or more contacts are following the progress of the tracker using online customer call tracking, a prompt displays asking if you want to clear the external forwarding list for the tracker. At the prompt typeN to copy the contacts on the external forwarding list to the spawned tracker. Type Y to clear the contacts on the external forwarding list of the new tracker. No - Copies the forward list from the original tracker to the new tracker.

Click OK to display the Call Tracking Entry window.

The window displays for the spawned tracker with the header information copied from the original tracker.

Edit the header information on the tracker, as needed.
In the Comments tab, enter the new tracker issue.
Update the forwarding list, as needed.
Use the remaining menu options, as needed.

Save the spawned tracker and exit the window.

The original tracker from which you spawned the new tracker displays.

Note: To display the original tracker from which the current tracker was spawned, select the File > View Parent Tracker menu option.