Admin User - Help

What does Minimum title mean for categories?
  The Minimum titles defines who can create a particular entry in Guardian Tracking.  The minimum title selected, or any up line title, can create t...
Fri, 26 Aug, 2016 at 8:25 PM
I’m a new admin user. What do I need to do to get started?
You need to contact us.  Hopefully, the old admin user has assigned you as an admin in the software.  If not, we can assign you as an admin from our end. ...
Fri, 16 Sep, 2016 at 11:29 AM
What does the Audit Categories feature do?
This feature will enable an organization to give a specific user(s) permission to see all entries under certain categories. For example, you may decide...
Fri, 23 Sep, 2016 at 11:03 AM
What is View All?
View All allows a user to see ALL documentation in the system, including inactive employees, regardless of their position in the hierarchy.  You should b...
Fri, 16 Sep, 2016 at 11:46 AM
What is the function of the “Type to Filter” window in the employees section?
It is important to periodically audit the employee list for accuracy. You can user the “type to filter” window at the top of the employee list. You can us...
Fri, 16 Sep, 2016 at 11:48 AM
How do I delete an employee?
You cannot delete an employee.  Employees who leave the organization are made inactive.  This action will archive data on the past employees and will fre...
Wed, 23 Nov, 2016 at 9:57 AM
Exporting Custom Fields
We’ve been contacted by a number of clients who are making who are making extensive use of custom fields…far more extensive than we had anticipated.  As a r...
Thu, 8 Mar, 2018 at 11:01 AM
I've noticed that the custom fields don't remain in order once the entry is created or printed. Is there a way to correct it?
This is an issue we're aware of and plan to correct.  The issue is the custom fields don't remain in the order you arranged them in when you assig...
Thu, 21 Jun, 2018 at 12:30 PM