The Tracking Inbox

The Tracking Inbox is where a User will find all document requirements assigned to them that are in either Pending or Exception Status. 

From here, these requirements can be viewed and modified.  

The Inbox is organized into two tabs:  Pending and Exceptions.  Both tabs have filtering and export capability. 

Note:  Data Tracking Search is where users can locate any requirements not assigned to them.

Pending Tab

• Sort:  All columns are sortable
• Export: Export the results to Excel
• Filter: 
  • Date Range- Select from the provided date ranges

               

• • Document Type- Select one or more document types from the list

               

• • Roles- Select one or more roles from the list

               

• • General Filter- Search through all words/phrases in result list

                               

Managing Pending Items

  Clicking on an item in the Inbox will open its entity Tracking Details in a new tab.

For details on managing and updating requirements, see this article.

Exceptions Tab

• Sort:  All columns are sortable
• Export: Export the results to Excel
• Filter:

• • Document Type- Select one or more document types from the list

               

• • Roles- Select one or more roles from the list

               

• • General Filter- Search through all words/phrases in result list

                           

Managing Exception Items

  Clicking on an item in the Inbox will open its entity Tracking Details in a new tab.

For details on managing and updating requirements, see this article.