Guardian Tracking Admin Manual

GETTING STARTED
Organizational Administrators Setting up your database is simple. It just takes a little organizing on the part of the admin user. All you shou...
Fri, 23 Sep, 2016 at 10:42 AM
TITLES
TITLES – This section is used to list organizational titles and assign permissions. A.  This should be the first task completed as the adm...
Fri, 23 Sep, 2016 at 10:43 AM
EMPLOYEES – This section is used to add or update employees in the database.
Creating a New Employee Enter the “Employees” section and click on “New Employee”. Then enter the information in the appropriate fields. ...
Fri, 23 Sep, 2016 at 9:33 AM
HIERARCHY – This section is used to set up and edit your organization’s hierarchy
Go to the “Employee” field and select a user to assign their hierarchy. Assign Manager(s) – You should only a...
Fri, 23 Sep, 2016 at 9:13 AM
CATEGORIES - This section is used to manage your organization’s categories for documentation.
WARNING - Categories appear in alphabetic order and are resorted when you leave the section or refresh your screen.  Typically, you should not ...
Wed, 16 May, 2018 at 10:36 PM
DOCUMENT FLOW - Setting up approvals
KEEP IT SIMPLE! No approval may be necessary for most entries. Most entries will require no more than a one-step approval. All categories which are not ...
Fri, 23 Sep, 2016 at 10:50 AM
CONFIDENTIAL ENTRIES
(for overview video click here) Transparency has always been an essential aspect of Guardian Tracking and, time and time again, has proven to be be...
Wed, 16 May, 2018 at 10:47 PM
CUSTOM FIELDS
Custom fields are not intended to replace complex forms, but will allow you to define and standardize the data stored in Guardian Tracking.  The variou...
Fri, 23 Sep, 2016 at 10:31 AM
AUDIT USERS
This feature will enable an organization to give a specific user permission to see all entries under certain categories.  For example, you may decide your...
Fri, 23 Sep, 2016 at 10:38 AM
DELETING INCIDENTS / COMMENTS / ATTACHMENTS
Deleting Incidents – May only be performed by the admin user.  Go to the “View” section and open the incident to be deleted.  Click “Delete”...
Fri, 23 Sep, 2016 at 10:36 AM