1

Access the Trackor Types page: Dev Center > Design Applications > Trackor Types.

2

Click Add.

3

Complete the Trackor Type Label field with the name you want for your Trackor Type. All of the required fields autopopulate based on your entry. You can make any needed changes to the autopopulated fields. Complete the other fields for the General tab as needed. See Trackor Type - General Tab for field information.

4

If you want the system to generate the Key Trackor ID for the Trackors associated with this Trackor Type, click the Key Generation tab and complete the necessary fields. See Key Generation Tab for field information. Otherwise, whenever a new record (Trackor) is added, the user must manually enter the Key Trackor ID field with a unique identifier.

5

If you clicked Enable Chat on the General tab, the Chat Messages Notification tab displays. Click this tab to make any changes to the notification. See Chat Messages Notification Tab.

6

Consider the remaining tabs especially Role Privs to assign security privileges. See Trackor Type - Other Tabs.

7

Click OK. The Trackor Types page displays with the new Trackor Type listed.

Trackor Label*

The unique name of the Trackor Type seen by the user.

Trackor Type Name*

The name of the Trackor Type used by the database.

“Item ID” Label*

The field label for the Key Trackor ID for the Trackor Type. This label displays as a column heading on the Trackor Browser grid.

“Class” Label

The field label for the Trackor Classes for a Trackor Type.

For example, for a Trackor Type of "Candidate" can belong to either the "Primary" or "Back-Up" classes to represent the Primary Candidate and Back-Up Candidate(s).

Prefix Label*

The unique prefix for the Trackor Type. The value entered in this field is displayed as a prefix next to the Field Label throughout the system to allow users to identify the Trackor Type the field is associated with. The prefix should be short (1-4 characters), descriptive (for example, ‘S' for Site or 'C’ for Candidate), capitalized (AREA), and followed by a colon (:). 

“My Items” Label*

The label of the “My” checkbox in the Filter form corresponding to the Trackor Type. This checkbox is used to filter items associated with a specific user.

Alias Field

The field to be appended in parenthesis to the Key Trackor ID to add supplementary information when the ID is a number or hard to identify.
For example, the Alias could display a vendor name beside the vendor ID number, making it easier to identify the vendor. 000123 (Samuel Smith)

Limit of Active WPs
(Workplans)

Options Include:

• No Limits:
  Add any amount of Workplans to this Trackor Type’s Trackor records.

• Single-Active WP of the same Template:

  Allows 2 Workplans of the same template as long as one of them is inactive for this Trackor Type’s Trackor records. There can be multiple active Workplans from different templates.

• Single-Active WP:
  Same as “Single-Active WP of the same Template” except there can be only one active Workplan in total.

Changing this Field

The “Limit of Active WPs” Trackor Type option can be changed at any time; however, if there are many active Workplan instances assigned to a single Trackor record, users may experience issues. There is no check or validation that takes place when this option is changed, so you can select ‘Single Active WP’ even if there are Trackor records that currently have more than one active Workplan.

PL/SQL ID Reference

Displays the "Out Of Sync" message if the "PL/SQL ID Reference" string is invalid or not generated yet.
More details about "ID Package" and its object statuses can be found on the Admin Object Reference page.

Is Cloning Allowed?

Determines whether the records (Trackors) of this Trackor Type can be cloned.
Cloning enables quick creation of many similar records (Trackors) with only minor differences.

Can be a Template

Determines whether this Trackor Type can utilize templates to prefill certain fields based on the template during record creation.
If “Can be a template” is checked, the following applies:

• When adding a new record (Trackor) for a Trackor Type with “Can be a template” checked, users have the option to select from a list of templates OR create a template. Created templates are then part of the list of templates for subsequent record (Trackor) creation.

• General users are restricted from creating or editing templates by the Trackor_Template security group.

• “Checklist Template” dropdown and the “Show Templates” checkbox are added to the bottom of the Trackor Browser filter.

Is OneVizion® User?

Indicates whether this Trackor Type is a User Trackor Type.
If this box is checked, the Trackor Type can track details for a particular user group.

For example, an organization may want to track different information for Users as opposed to Vendors and so would create separate Trackor Types and check this checkbox to indicate they are each a User Trackor Type.

Is E-File Container?

Indicates whether the Trackor Type is designed to store E-Files.
When this box is checked, the Bulk File Upload Icon becomes available on the Trackor Browser page.

Enable Chat

Enables/disables Trackor Chats for each Trackor Type.

If chat is disabled, the chat icon will not display on the Trackor Browser page for the Trackor Type. If chat is enabled, the chat icon will display on the Trackor Browser page for the Trackor Type and the Chat Messages Notification tab will display on this applet.

Trackor Type Description

A place for Administrators to keep internal documentation regarding the Trackor Type. Click the down arrow to present the editor toolbar. For information on using the toolbar, see Using the Rich Text Editor.

Only the first 300 characters of this description display in the grid.

When checked, the system will automatically generate the Trackor ID (“Item ID” Label field on the General tab) based on the settings in the fields below the gray delimiter. If unchecked, the “Item ID” Label field will be a text field to be populated by the user.

User-defined field determining the number that the system will start generating the Key ID with, e.g., 0.

Specifies the Parent Trackor Type. The desired Trackor Type must exist in the Trackor Tree (i.e. the Parent/Child relationship must be established) before it can be entered in this field.

Specifies the Field Label and data type for the Field.

Defines the delimiter that will separate the string prefixes and the numeric suffix. This is a text box one symbol in length. Users can use any symbol except "|" and "/".

Determines the tooltip that will appear on trackor key mouseover.

Defines the numeric part of the ID.

Controls how many digits the ID will have. You can select from 1 to 10 digits depending on how many Trackors will be created. If this number is set to 2, the system can create up to 99 IDs; If it’s set to 10, the system can create up to 9,999,999,999 IDs.
A system-generated unique number requires the Number of Digits field to contain a value greater than 1 and all the other fields blank.

Controls if and how the system will restart numbering when creating IDs.