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<< Click to Display Table of Contents >> Navigation: Vans > Modules > MoveTrak > Procedures > MoveTrak Daily Procedures |
Daily procedures in MoveTrak consist of regular operation of the MoveTrak Task Entry program as well as running the various MoveTrak Action reports, but there are no required daily procedures. However, it is highly recommended that the Action reports be run on a daily basis to ensure that no actions are missed.
The CSR Action Report should be run on a daily basis to determine what actions need attention. This report will print selected tasks scheduled for action within a specific range of CSRs, Coordinators, actions or dates. All tasks for a given order that qualify will be shown together on the report.
The Category Action Report allows you to print a listing of all category-related actions within specific ranges of categories, CSRs, Coordinators and dates. This report may not be as useful as the CSR Action Report as a daily report due to the fact that all actions for a given coordinator do not print since actions that are not part of a category are skipped.