Learn how to maximise the new features and capabilities of TrackWise Digital

TrackWise Digital Winter 23

My Task Dashboard
Provides a centralized, customizable view of all user tasks in an organized, easy access format making it easy for users to review and mark tasks complete. It also give managers an additional view to see the tasks of those who report to them.

Validate Existence of Child Record
Provides the ability to ensure that a child record exists prior to progression of a workflow.

Record Locking Override
Provides the ability to update fields on locked records via automated user.

Copy to Child
Provides configuration to easily ,ap fields from a Parent to a Child record preventing duplicate work, unnecessary time and potential errors.

Cycle Time Metrics
Provides users with visual metric on the workflow of how many days a workflow has been in a status. Also provides reporting for Quality Managers to improve KPIs, track bottlenecks and inefficiencies in record processing.

Intelligent Print
Works with Intelligent Forms to ensure when users print Report Templates or Family Print, the report mirrors the record with hidden fields not printed.

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TrackWise Digital Spring 23

TrackWise Digital Grids
Provides the ability to for users to create or edit multiple child records in a table grid instead of individually.

Child Record Type Configuration
Provides the ability to automatically assign the correct record type upon the creation of a child record, when the child is shared with other objects.