My Trax Items
Applies To Version(s): 3, 3.5 & 3.7
About - My Trax
Trax is a dual-purpose tool for tracking both communication and tasks. It can be used for logging internal communication among staff as well as communication with external contacts. Each Trax record is time and date stamped and can be associated with an external contact's profile. My Trax Items shows a logged-in user's tasks, calls or follow-ups created by them as well as items assigned to them by others. Settings such as Status, Priority, Due Date, Category (eg. Fundraising, Accreditation, etc.) enable users to monitor active items at a glance and attend to the most urgent issues.
Version 3.5 & 3.7 |
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Version 3 |
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Getting Here - My Trax
Applies To Version(s): 3.5 & 3.7
Click on My Trax on the QuickStart menu.
Applies To Version(s): 3 Contact your ShareVision Product Expert to upgrade.
Click on My Trax Items in the Quick Launch Navigation Bar, found on the tabs Home, Programs, and Residences, as well as on the sites Health and Safety, Employee Services, and Managers. The Contacts tab, the Details pages (Individuals, Programs, Residences) and the Support site have their own navigation bars.
Settings - Trax
Internal Contact: Staff member. Add your name to take ownership of this item, or assign this item to another person for follow-up.
External Contact: Contacts who are not staff members.
Status: Set the item's current status as active, resolved, or closed.
Priority: There are three priority settings: High, Normal, Low.
Category: Topic of the item. Category choices can be created or modified.
Related Items: Related topics.
Due Date: Follow-up date.
How-To
Add a personal Trax item
- Go to My Trax Items.
- See Add a new list item.
- See Settings - Trax.
View/edit/delete personal Trax items
- Go to My Trax Items.
- Choose:
- View/edit: See View/edit a list item.
- Delete: See Delete Documents/List Items.
- See Settings - Trax.