The Item Tracking module is an
optional component of TrackStar.
This module allows you to track things that require sophisticated
tracking and reporting. It can be
used to track software defects (bugs), customer calls, issues, or virtually
anything where sophisticated monitoring and reporting are required.
Central to item tracking is the
notion of ownership. Through
ownership, items never fall through the cracks.
When items are initially entered into the system, they can be manually
assigned, or assigned through a configurable routing table.
When assigned, the owner is optionally informed through email.
The employee would then work the item, and either close it, or send it
to another employee for verification or ownership.
TrackStar
supports direct assignment of items, and also referral of items.
Both features are enabled through the security profile.
Assigning items is typically done by management.
This is a forced change of ownership.
Item Referral is done when an employee thinks that the item should be worked by
someone else. This requires that
the targeted employee claim the item to affect the transfer.
Item ownership history is tracked by the system.
Items can be placed into a queue
were a group of employees have ownership.
Employees can monitor the queue, and "claim" items when they wish to take
ownership.
Items can be associated with
customers and contacts. The system
provides for capturing information about the item initiator, such as name,
address and phone. When integrated
with the Project Management module, items can also be associated with projects.
The Item Selection form is a
tailorable view of the item database.
Employees can set the form to display items owned by them, and to include
queues that they monitor. The
resulting display becomes their personal item work list, which is an efficient
way to manage and work items. The
system also supports custom and complex searches of the item database.
This is helpful when doing research, or searching for previous (similar)
items.
As items are worked, employees enter
notes to describe activities taking place.
This becomes the historical view that shows work completed, knowledge gained,
etc. When an item is transferred to another employee, these notes become an
invaluable resource. Since
everything is captured, transfer is smooth and efficient.
The Reporting system gives
management the views needed to manage and monitor the item backlog.
Reports are provided that show item aging, and statistical reports that
show items created versus items closed.
This is a snapshot of the group’s performance over time.