Managing Tracking Sets

Tracking Sets are saved selections of document types to be tracked for specific entity items.

Navigate to Setup- Tracking- Tracking Sets

Adding a Tracking Set

To add a Tracking Set, select +Add  from the upper menu.  Provide a Description and determine whether it should be Active or not.  Click Save.

 

See Modifying a Tracking Set below for details on managing the document types included in the Set.

Deleting a Tracking Set

 To delete an existing Tracking Set, select it from the list and click Delete.  

Confirm by selecting Delete on the following screen as well.

Modifiying a Tracking Set

Clicking the title of a Set will open the details screen to the General tab.  Select Edit to open the fields for changes and click Save when finished.

 

 Under the Document Types tab, users can Add or Delete Document Types from the Set.

Add documents types by clicking +Add and then selecting from the following screen.  Click Add when finished.

To set the Required Count, telling Document Tracking how many of the document should be associated with the item, click the document type’s title to open the field for editing.

Remove document types by clicking the box next the document type in the list and selecting Delete.  Confirm that action in the dialogue box.