What you need to know
The Tracker puts every engagement whose next milestone is past due in its first group, Past due. Open an engagement there to see which milestones are late, whose date each one is, and who is on it. The group's header says how many wait on an outside party and how many on RealAdvice.
Before you start
- Everyone signed in can open the Tracker. It changes nothing: you act on the engagement's own pages.
- The Tracker opens on your department's view. To see every engagement, pick All engagements.
What to do
- In the left menu, under Workspace, select Tracker. Pick the engagements to show with View.
- Read the Past due group. Each line's Next due says the late milestone, its date, whose date it is, and how many more are past due. A date someone outside set, such as the closing date, comes before a target the practice set.
- To see only the engagements with nobody on an open milestone, select that count in the sentence under the title. Show all shows every engagement again.
- Select the arrow at the start of a line. The stretch with a late milestone is open. Each late milestone reads late from the party it waits on, missed for a date someone outside set, or behind target for a target the practice set, with who is on it under the state.
- Select Open on the milestone to go to the engagement's Workflow page, where its tasks are.
Confirm it worked
- The engagement's Workflow page shows its tasks, and Back to the tracker in its title strip.
- Back to the tracker brings you back to the same view, with the same engagement open.
If it did not work
- There is no Past due group: nothing in the view is past due. Pick All engagements to check every engagement.
- An engagement you expect is in No date yet: its properties have no closing date on file, so its milestones have no dates.
- The task you open is view only: your roles do not open its work. Ask the department that does it.
Good to know
Every part of the screen: Tracker.