Tracking Folders

In the Appraisal Desktop, the lower portion of the Folders section displays the “Tracking” folders, which automatically sort and display your reports based on their status.  By comparison with regular folders, Tracking folders operate quite a bit differently.  Some of the differences include:

• Report Organization – The reports in the Tracking folders are the exact same reports you have in your regular folders. They’ve simply been reorganized to provide a window into the current status of your office.
• Report Management – Unlike regular folders, you can’t move reports into a Tracking folder.  Tracking folders are self-managing so the reports move themselves to the appropriate folder as you continue working with them.  While there are several different criteria that the Tracking folders use, one common way you can move a file from one folder to the next is by changing its status.
• Overall Report Data – To help you get an accurate picture of your office, WinTOTAL totals the number of reports in each Tracking folder and displays the total to the left of each Tracking folder.

To use your Tracking folders…

1. First, set up your Tracking Rules to filter out unwanted reports.
2. Then, in the Appraisal Desktop, click any Tracking folder in the lower left corner of the screen.
3. Click a Tracking folder to display reports with the related status.  If you need to limit this list to a subset of files you have three options:

To limit the list of files to those that also exist as orders on your XSite, mark the XSite option. To limit the list of files to those that only exist in WinTOTAL, mark the WinTOTAL option. To show all the files in your File Cabinet regardless of whether they are XSite or WinTOTAL files, mark All.

 

a la mode and its products are trademarks or registered trademarks of a la mode, inc. Copyright © 2012 a la mode, inc. 1-800-ALAMODE