Tracker

The “tracker” follows every engagement in progress on one screen. Each line says where the engagement stands, its next milestone due, what it waits on and from whom, and what is at risk. The engagements are grouped by when their next milestone is due. Everyone signed in can open it. Nothing on the Tracker changes the work: you act on the engagement's own pages.

In the left menu, under Workspace, select Tracker. It is right after Dashboard, for everyone.

The address keeps the view, Show finished engagements, the count you filter by and the engagements you opened. A link you send opens the same Tracker.

The sentence under the title counts the engagements in progress in the view, for example "4 Accounting engagements in progress". Then it says how many stand at each station, how many are at risk and how many have nobody on an open milestone. Each count is a filter: select it to show only those engagements. Show all shows them all again.

View at the top right picks the engagements to show: Engagements I coordinate (the engagements that name you their coordinator, offered when you hold the Transaction coordinator role), My engagements (the engagements where you are on an open task, offered when you have one), All engagements, or one department's, which are the engagements with open work in that department. Show finished engagements adds the engagements whose work is all done and last changed in the last 12 months, and the sentence says from which date. Older ones are on Records › Engagements.

The engagements come in five groups, by when their next milestone is due: Past due, This week (to Sunday), Next four weeks, Later and No date yet. Each group's header counts its engagements, its milestones and its engagements at risk. The milestones are the open ones the group is about: past due, due this week, due in the next four weeks, due later, or with no date yet. A count of none is left out. Past due also says how many wait on an outside party and how many on RealAdvice. In a group, the soonest is first. A line moves only as the days pass, never because its risk changed.

Select the arrow at the start of a line to open the engagement's milestones, in four stretches: Transaction, Valuation, Closing and Finalization. The stretch the engagement is in, and any stretch with a milestone late or waiting, open by themselves; the milestones already done fold into one line. Each milestone says its state, who is on it, its date and how that date is set, what it waits on, and its risk. A milestone of each property opens onto its properties.

Under the state, a live milestone says who is on it: "With" the people on its tasks, or "Followed up by" them for an outside party. Nobody on it yet and Nobody following up yet say that nobody is.

In Engagements I coordinate each line has five columns: Engagement, Phase, Next due, Checklist and Risk. The phase is where the engagement stands, by the phases of its Roadmap. The checklist count says how many lines of that phase are done, of all its lines. Select the count to open the engagement's Roadmap.

The arrow at the start of a line opens one short list: Properties (when there is more than one), Next, Waiting on, Hand-off (when one is sent to you), Closes and, when it is at risk, Risk. Hand-off names the team that sent it, with Accept, which opens the hand-off to read what passes before you accept it.

This checklist is the coordinator's list for the whole engagement. It is not the checklist on a task's card. See The Roadmap.

• Pick a view with View, and add the finished engagements with Show finished engagements.
• Show only the engagements a count names: select the count in the sentence.
• Open an engagement's milestones: the arrow at the start of its line, or and 1 more under what it waits on.
• Open the engagement: its name opens its Overview, Workflow its Workflow page, and Open on a milestone its Workflow page too. Both pages then offer Back to the tracker. See Go back to the tracker from an engagement.
• Find what is late: see Find what is late across engagements.
• Find out why an engagement is at risk: see See why an engagement is at risk.

• Everyone signed in opens the Tracker and every view, and sees every engagement in progress with its milestones, their dates, who is on each and what each waits on.
• When you hold the Transaction coordinator role, you open on Engagements I coordinate. Only a person with the role has that view, and only they see its Hand-off line, for a hand-off sent to the coordinator.
• You open on your department's view: the department of your roles you worked in most in the last 30 days, or the first by name.
• A company administrator, the executive observer and an executive (the CEO or an Executive on the Staff List) open on All engagements.
• With no department role, you open on My engagements when you are on an open task, and on All engagements when you are not.
• From the Tracker, anyone can open an engagement's Workflow page to view its tasks. To move a task, you need a role that opens its work. See Who can see and do what.

• The Tracker shows no fees, no documents and no notes. A document awaited is named, never opened from here. A hand-off's content shows only once you open it.
• The Tracker is read when you open it. Open it again to see the latest. When several people open the same view at the same moment, they are answered from one reading of the work.
• The milestones' dates are worked out from the closing date on file, by the closing team's timings. A property with no closing date has no dates for those milestones, so its engagement can be in No date yet.
• Risk comes from three measures, never a new rule: Closings on track, Appeals filed on time, and True-ups billed within six months. A payment reads Unknown until WarpCore holds invoice payments.
• A finished engagement reads “Outcome not recorded yet”.
• Work carried over from FileMaker: a milestone whose tasks were recorded as done when the work was carried over reads Done with no date, because it was finished before WarpCore, and a task left open then shows no date it has waited since. Carrying the work over is no change to it, so a carried engagement that is finished is not added by Show finished engagements; it is on Records › Engagements.
• The Tracker sends no message and no alert. What needs attention shows on the screen itself: its groups, its counts and Nobody on it yet.
• Records › Engagements stays the full list of every engagement record, with its own columns and search.