TRAKiT - Workspace

Follow

Introduction

Workspace provides a central location from which you can perform your daily activities and review key information. When you start TRAKiT, it automatically opens to Workspace, and you can customize the way your Workspace appears.

Customize Your Workspace

Configure Workspace Gadgets, Widgets and Centers to meet your specific needs or workflow.
    1. Open the Options screen.
    2. Select Workspace.

    3. Select either Single, Two, or Three column layout
    4. Select the gadgets, widgets, or centers that you want included in your workspace.
    5. Select Save.
Tip: Drag and drop gadgets, widgets, or centers within a column to create a user specific layout.

Gadgets

TRAKiT Gadgets provide the ability to track records based on their prefix, type, status, or date range. Gadgets are
available for use with CodeTRAK, LicenseTRAK, PermitTRAK and ProjectTRAK.

Configure the Code Gadget

    1. Select Settings.

 

    2. Select one or more prefixes from the Case Prefixes list.
    3. Select one or more case types from the Case Types list.
    4. Select one or more statuses from the Case Status list.
    5. Select one or more officers from the Officer list.
    6. Select which cases to display by selecting the case milestone date from Case Date Range  Type.
    7. Set a date range by selecting a start and end date for the View Within Date Range.
    8. Select how you want your cases sorted from the Sort By.
    9. (Optional) Select Export Results to send the list of records to an MS Excel file.

View Case Information

• To view the case record select View Case ( ) from either the features menu or on the right‐hand side of the case.
• To view restrictions on the site address, hover over Restrictions ( ).
• To view the balance due on the associated record, select the Fees icon. Fees is the first icon under the features menu.

• To view case notes, select Notes. Notes is the second icon under the features menu.
• To view documents attached to the case, select Attachments (looks like a paper clip). Attachments is the third icon under the features menu.
Tip: Selecting Refresh ( ) ensures that all inspections are displayed.

Configure the Permit Gadget

    1. Select Settings.

    2. Select one or more prefixes from the Prefixes list.
    3. Select one or more permit types from the Permit Types list.
    4. Select one or more statuses from the Permit Status list.
    5. Select which permit to display by selecting the license milestone date from Permit Date                  Range Type.
    6. Set a date range by selecting a start and end date for the View Within Date Range.
    7. Select how you want your permit sorted from the Sort By.
    8. (Optional) Select Export Results to send the list of records to an MS Excel file.

View Permit Information

 

• To view the permit record select View Permit ( ) from either the features menu or on the right‐hand side of the permit.
• To view restrictions on the site address, hover over Restrictions ( ).
• To view the balance due on the record, click the Fees icon. Fees is the first icon under the features menu.

• To view permit notes, select Notes. Notes is the second icon under the features menu.
• To view documents attached to the permit, select Attachments (looks like a paper clip). Attachments is the third icon under the features menu.
Tip: Selecting Refresh ensures that all inspections are displayed.

Configure the Project Gadget

    1. Select Settings.

    2. Select one or more prefixes from the Prefixes list.
    3. Select one or more project types from the Project Types list.
    4. Select one or more statuses from the Project Status list.
    5. Select which project to display by selecting the license milestone date from Project Date                Range Type.
    6. Set a date range by selecting a start and end date for the View Within Date Range.
    7. Select how you want your project sorted from the Sort By.
    8. (Optional) Select Export Results to send the list of records to an MS Excel file.

View Project Information

• To view the project record select View Project ( ) from either the features menu or on the right‐hand side of the project.
• To view restrictions on the site address, hover over Restrictions.
• To view the balance due on the associated record, click the Fees icon. Fees is the first icon under the features menu.

• To view project notes, select Notes. Notes is the second icon under the features menu.
• To view documents attached to the project, select Attachments (looks like a paper clip). Attachments is the third icon under the features menu.

Widgets

Widgets are tools that enhance productivity and provide at‐a‐glance information. Widgets are enabled based on a
user’s unique requirements and preferences.
To enable or disable a Widget, see Customizing Your Workspace.

Bulletins

Bulletins provides the ability to display TRAKiT wide information.

Add a bulletin:

    1. Select Settings.

    2. (Optional) Select how the bulletins are sorted.
    3. Set a posting date for the bulletin.
    4. Enter the text of the bulletin.
    5. Select Save.

Dashboard

Dashboard provides at‐a‐glance access to TRAKiT data through live charts.

Configure the Dashboard:
    1. Select Settings.
    2. Select the charts and graphs to display.
    3. Define the order of the charts and graphs by selecting an item and clicking Move Up or              Move  Down.
    4. Select Save.

Use the Dashboard:
• To select a specific chart or graph select Next ( ) or Previous ( ).
• To change the date range of the data in the chart, click on the date range drop‐down list below the chart.
• Mouse over a the divisions of the chart to display the title and total.

Follow

Follow provides the ability to identify records and receive notifications when changes occur on the records. The Setting “Only show notifications in this time frame that I haven’t cleared” restricts notifications to the specified time frame.

Configure Follow

    1. Select Settings.

    2. Select a time frame. The time frame determines how long the notifications are displayed in            the Follow widget.

Follow a record

    1. Locate the record.
    2. Select Follow from the functions menu. This will add the record to your Follow list.

Once a record is changed, the “new!” designation appears. When selected, it displays the timestamp of the change along with the activity. A clear button is available to dismiss notifications once read, and a refresh button is also provided.

 

To view changes to a record, hover over the record number. This will display all notifications for the record based on your Follow configuration settings.

Remove a record from Follow by simply selecting the yellow icon to the left in the widget.

Centers

The Centers provide a central location from which you can view and edit actions, conditions, inspections, issues, and reviews.

Action Center

The Action Center provides a central location from which you can view and edit chronology action items on any permit, project, case, or license.

Configure the Action Center

    1. Select Settings.

    2. Select one or more users from the Staff Name list.
    3. Select one or more modules from the Groups list.
    4. Select one or more activities from the Types list.
    5. Select which activities to display by selecting Date Type.
    6. Set a date range by either selecting a predefined range from the Date Range list or by                  manually setting a Start and End Date.
    7. Select how you want your reviews sorted from the Sort By.

Edit Actions

Action Related Information

The Action Center provides the ability to view information related to the record and/or site address.
• To view restrictions on the site address, hover over Restrictions ( ).
• To view review notes, select Notes. Notes is the first icon under the features menu.

• To view documents attached to the record, select Attachments (looks like a paper clip). Attachments is the second icon under the features menu.
• To view the balance due on the associated permit, project, case, or license record, double‐click the Fees icon.

Fees is the third icon under the features menu.

Action Center Functions

• To view all activities on the record, select Action History.
• To add an activity not previously listed, select Add Another Action.
• To void an activity, select Void Action.
• To add an attachment, select View/Add Attachments.
• To print a Chronology pane related document, select Print.
• To export the contents of the Review Center to an MS Excel file, select Export.

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.