After you sign up (or your organization signs you up) for Tracker 8, you'll receive an email with sign-in instructions. You don't need to install anything (unless you want to read barcodes with a smart phone).
IF YOU'RE FAMILIAR WITH TRACKER 7, read Tracker 8 for Tracker 7 users in the Tracker 8 screen.
IF YOU'LL USE A SMART PHONE OR TABLET TO FIND AND ORDER ITEMS, scroll down and read Main menu, Using Tracker 8 help, Find items and Order items.
IF YOU'LL PROCESS ORDERS AND SHIP ITEMS, read Find and add to cart, Fast add to cart, Items and Cart and Orders screens.
IF YOU'LL ADD AND EDIT DATA (items, jobs, employees, etc.), scroll down and read Add, edit and delete data and Grids.
IF YOU'RE A TRACKER 8 ORGANIZATION MANAGER, you can add users, set organization preferences and define reports, searches, sorts and views everyone in your organization can use.
IF YOU'RE ENTERING YOUR DATA FROM SCRATCH, ENTER IT IN THIS ORDER (if you have data in a spreadsheet, you can import much of it).
CONTACT US if you have questions or want to schedule training.
On a computer
On a smart phone or tablet
Click a link and its help page will open.
You may not see all these icons and choices in your copy of Tracker 8. What you see depends on the rights assigned to you by your Tracker 8 organization manager and the Tracker options your organization has selected.
To get to the help page you want ...
Help pages contain panels that can be toggled open or closed. Click a panel's title, for example, Using Tracker 8 help or Find items in this screen, to toggle that panel open or closed. Click Toggle all in the upper right corner of the top-most panel to open all the panels that are closed and close all the panels that are open.
Help pages open in a new tab in your browser. To return to Tracker 8, click on its tab or close the help tab.
You may not see all the options and choices described in the help system in your copy of Tracker 8. What you see depends on the rights assigned to you by your organization's Tracker manager and the Tracker options your organization has selected.
With Tracker 8, you can use a smart phone, tablet or computer to find the items you need. The instructions in this panel are for a smart phone or tablet running the Tracker's find and add to cart screen (click here if you're using a computer).
If you're an experienced Tracker 7 user or are familiar with your organization's item numbers and descriptions, we recommend using the Tracker's fast add to cart screen to find and order items.
For additional options and more detail, check out the help pages for the Find and add to cart, Fast add to cart and Items screens.
Ordering items in Tracker 8 is like ordering from an online store: you find the items you want, add them to your cart then place your order.
You can add items to your cart from several screens, including Find and add to cart and Fast add to cart. These instructions are for the Find and add to cart screen on a smart phone or tablet.
For additional options and more detail, check out the help pages for the find and add to cart, fast add to cart, cart and orders screens.
Click the Data or Utilities icon in the main menu then the screen you want.
To add a record, click the Add icon in the grid menu in the upper right corner of the grid.
To edit, click the Edit icon. If you click in the record or the field in the record you want to edit first, the cursor will appear in that record or field.
After you click the Add or Edit icon, the grid menu changes.
Click the Add icon to add another record, the Save icon to save, the Cancel icon to undo any changes you've made since your last save.
Clicking the Add or the Edit icon puts you in editing mode. Once in editing mode, you can add or edit as many records as you like but can't change your search or move to a different page until you save or cancel (pages are explained in the Grids section of this help overview).
To delete, select the record(s) you want to delete by clicking checkbox(es) in the left-hand margin of the grid (you can select more than one) then click the Delete icon in the grid menu.
New tools, equipment and supplies ("items" in Tracker 8) are a special case.
While you can add new items with the Add icon, you'll have to switch to other screens if you want to add a new description, rate type or maintenance schedule, assign the item or record the item's cost. The NEW ITEM WIZARD and DUPLICATE ITEM WIZARD do all that for you.
See items for more detail and additional options.
With the exception of a few frequently-used smart phone and tablet screens (like those pictured in the Find items and Order items panels of this help page), Tracker data are displayed in grids like those shown below.
The current view is displayed above each grid on the right. If a saved or special purpose search or sort are active, they're also displayed.
Searches and sorts don't need to be complicated. Quick searches are described in search. To sort quickly, click on a column heading: the first click gives you an ascending sort, the second, a descending sort.
A view is a customizable selection of columns or fields. You can have several views of the same table, each with different columns.
If you have the required user rights, you can add and edit your own user views, sorts, searches and reports. You can also specify the default view, sort and search used the first time you open a screen.
The grid menu is in the upper right corner.
Data are usually broken into pages of 50 rows (you can change that number in user preferences). This improves system performance by retrieving just a page of data at a time. Page controls are in the lower left corner.
You can temporarily modify most grids by manipulating column headings. Temporary modifications last only as long as the grid is open. For permanent changes, create or edit a view.
