Guardian Tracking User Manual

LOG ON SCREEN
Your organization should have provided you with a link to the log on screen, a user name, and temporary password.  Notice the information s...
Thu, 29 Sep, 2016 at 2:50 PM
HOME PAGE
Navigation Bar – The Navigation Bar contains page tabs for Home, Create, View, Account, and Log Off.  Recent Activity – Contains new and updated entri...
Tue, 6 Nov, 2018 at 1:02 PM
CREATING ENTRIES
Creating most entries involves choosing a category, an employee, occurred date, entering the narrative, and clicking "Publish Incident”.  ...
Thu, 29 Sep, 2016 at 2:52 PM
PUBLISHING / SAVING ENTRIES
You will notice two options when creating an entry.  Select “Publish Incident” which will complete the entry and publish it into the system, or ...
Thu, 29 Sep, 2016 at 2:52 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. T...
Wed, 12 Oct, 2016 at 2:51 PM
ATTACHING FILES
You can attach a file at any time. However, you must enter text into the body of the entry before a file can be attached. If you are attaching a file...
Wed, 12 Oct, 2016 at 2:51 PM
LINKING RELATED INCIDENTS
Click the “Related Incidents” link.  Past entries of a subordinate employee will be displayed. Click the box in front of the related incide...
Wed, 12 Oct, 2016 at 2:51 PM
ACTION ITEMS
You may assign Actions Items to yourself or another employee who has access to the entry.  An Action Item may be created at any time.  ...
Wed, 12 Oct, 2016 at 2:52 PM
EDITING
Edit rights are assigned by the admin user. If assigned, a user has the ability to edit the category and occurred on date. Custom fields may also ...
Wed, 12 Oct, 2016 at 2:52 PM
AUDIT TRAIL
The audit trail is completely transparent and may be viewed by anyone with access to an entry. The audit trail is continually updated as the entry is ...
Wed, 12 Oct, 2016 at 2:52 PM