eTrack is designed to sit open on everyone's desk (like email) and be used by all staff.    Five key ways in which staff might use eTrack, as shown in the following screen shots, are:

• Complete Timesheets and estimated hours to complete;
• View assigned work;
• View personal schedule;
• Write up correspondence, view procedures and link to documents;
• Complete compliance, checklists or approvals.

Depending on your industry, other uses may include:

• Look up or update a client, supplier or manager's details;
• Raise issues, variances, support queries, help desk queries;
• Record expenses, disbursements or materials used;
• Add to a knowledge base of information;
• Receive alerts as to when something needs doing;
• Track Sales and correspondance;
• Track requirements, test cases and defects.

Customers use Timesheets more than any other feature.   eTrack makes it very simple for every staff member to complete their own timesheet.   This helps ensure all work is tracked (including goodwill) and accurately.

Do you find staff switch around between projects?  

A powerful feature of the eTrack timesheet is that you can have the precision of creating plans using Roles with separate rates but not have to have the administrative overhead of assigning people to work that can change.   Each User has a default Role but (if security allows) can select to book time to a different role assigned to the work (ie at a different rate).    

However extensive the main tree becomes, a users view can be as simple as you wish.   The profile of each user can be separately set up to restrict what they "can access".   Additional security controls what each person can do to each item.

With one click, the user can view their own personal schedule (might be read only) that has all project and non project work on it.

Case Notes can be applied to any item such as work, people, companies, releases, assets etc.

The use of Case Notes is unlimited.  Some common uses are:

• Phone call summary
• Letters
• Faxes
• Emails
• Notifications
• Drawings

• Procedures
• Hints and Tips
• Knowledge base
• Links to document templates
• Links to project documentation

• Telemarketing
• Requirements
• Test Cases
• Issues
• Risks
• Compliance documents

As a user completes their timesheet, the checklists are one click away.   A common use is to populate templates so that when a work item is created the relevant checklist is also created. Editing can be protected by security.  Common uses include...

• Compliance tasks
• QA Tasks
• Security items
• To Do Lists

• Approvals
• Estimating work by going to a lower level of detail than the main tree.
• Auditing
  

Users can...

Use to estimate a work phase.

Tick off, automatically recording who and when.

Add notes.