Purpose

This report provides a listing of Tracking Items of a particular type or types. May be run for a specific originator or other combinations of parameters. Details include Tracking Item steps and associated action and completion dates, overdue information and tracking groups.

SubSystem

Tracking

This report provides a listing of Tracking Items of a particular Type or Types. The report may be run for a specific originator or other combinations of parameters. Details include Tracking Item Steps and associated action and Completion Dates, overdue information and Tracking Groups.

Run Details

This job is run:

• During Assessment Periods to track the progression of Assessment Items.
• To provide information on individual Tracking Items of any Type.
• At any time deemed necessary for whatever reason.

This job is run to provide information on the status and progression of a Tracking Item.

Refer to the Job Control and Scheduling subsystem for details of scheduling and running online jobs.

Job Parameters

Most parameters for this job are used to refine the data set produced in the report.

Optionally select a particular Tracking Type.

Several Tracking Statuses can be selected.

The report can be run for a particular originator or a particular recipient.

Optionally run the report for those items that are a specified number of days overdue.

The report can be run for a particular Tracking Group or Tracking Item.

Several sort combinations are available.

Optionally restrict the report to various date ranges (tracking, completion required by or completion).

Reports

Notification of Special Consideration Outcome: The report is presented in landscape mode.

The Tracking Item Report block contains:

Parameters Tab

• Tracking Type
• Tracking Status 1
• Tracking Status 2
• Tracking Status 3
• Originator
• Recipient
• Overdue Days
• Tracking Group
• Tracking Item
• Sort By

More Tab

• Tracking Start Date Range
  • From
  • To
• Completion Required By Date Range
  • From
  • To
• Completion Date
  • From
  • To