NetResults Tracker

End a user's session after a specific length of inactivity via the session timeout.

By default, Tracker is set to end a user's session after 12 hours of inactivity. On-premises installations using Floating licenses benefit from this action because floating users are not blocked from accessing the system if a user forgets to click Logoff when done with his/her session. This Knowledge Base article explains how the session timeout can be shortened in on-premises installations.

Techniques for prioritizing change requests and collecting data that can be used to monitor performance.

Approval Step

Configure a step for requests to be reviewed to decide which ones will be implemented. The Change Management template available in Tracker has an approval step where a request is assigned to a group. There are other ways to set up this step. For example, requests can be routed to a specific approver by department, product or request type.

See detailed steps in this Knowledge Base article.

Track Time Spent

Track the amount of time spent implementing a change, then run reports to dissect the data. Check out this blog post for details.

Analyze Performance

Set up a User Pulldown field to capture who approved or implemented each change. This allows you to generate performance metrics. This blog post explains how to set this up.

Experiment on a new process or try the latest version of Tracker before you upgrade.

Request a Personal Live Trial to explore without impacting your production environment. It's a free, full-featured 30-day trial.

Need Help?

NetResults Technical Support can help you get started on a new project or process.

Declutter your pulldown option menus by hiding values that are no longer needed for new records.

If you've been using Tracker for many years (Thank you for your loyalty!), you may have option menu items that should no longer be displayed on the Add or Submit pages. You can mark old items as obsolete so they can't be selected for new records, but are still available in the system to be included in reports.

Note: If the pulldown is involved in a dependency, when you mark one of its items obsolete, all dependencies for that item (whether it is a child or parent) will be removed. The Online Help Guide explains an example of this case.

To mark an option menu item as obsolete:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Items button to the left of the pulldown field.
4. Click on the Edit button to the left of the option menu item.
5. Check the box for Value is Obsolete.
6. Click OK to save the change.

After you make this change, the item won't be displayed on the item list by default. You can show obsolete items by clicking on the filter options and selecting "Yes" for Filter By Obsolete.

To include obsolete items in a report:

1. Click on the Home icon.
2. Click on the Preferences link in the upper right.
3. Scroll down to find Query Page Pulldown Settings.
4. Check the box for Include Obsolete Items.
5. Click OK to save the change.

Now the obsolete items will be available in the pulldown field on the Query and Metrics pages.

Please review the Online Help Guide for more detailed information about the effects of marking items obsolete.

Lock a user account to prevent login access.

If a user goes on leave or there is another reason for temporarily disabling a user account, it can be locked by an administrator.

To lock a user account:

1. Login as Admin and click on the Admin icon.
2. Click on the User Accounts link.
3. Click on the Edit button to the left of the user account.
4. Check the Account Locked option.
5. Click OK to save the change.

The following message is displayed when a login is attempted on a locked account.