November 11, 2015
Overall, the changes in Release 7 provide the user with a cleaner look that is more visually appealing. In addition, the functionality supports our conversion to worklists and best practices.
This document highlights the most significant changes. In addition, logging in to Release 7 will present the user with a tour that describes the changes which can be viewed multiple times at the user’s request.
To access the tour, choose setup in Tracker and user preferences. The last option under general setting will repeat the tour.
Worklists replace the faxes and recording tabs
To create a worklist, use the following steps:
To choose a default worklist:
Indexing information and reservations are visible in worklists.
Custom fields can be assigned by record type.
To assign a custom field to a record type:
Notifications are by group only.
User may create a list of notification favorites. Customized notification groups can be created.
To create a custom notification group:
To create notification favorites:
You can create a list of favorite destination codes.
To create a list of favorite destination codes:
Folders can be created in the downloads tab to allow grouping of required documents
To create download folders: