Using the Tracker Action Browser

Tracker Action Browser lets you review all actions associated with a booking, run, or client.

Procedure

  1. Open Trip Administration or Schedule Editor.
    If using Schedule Editor, click the View tab.
  2. Click the Browse Tracker Action button:
    The Tracker Action Browser button.
    The Tracker Action Browser dialog box appears. If an event is selected and the event has an associated client, the Client Name field is filled in by default.
    The Tracker Action Browser dialog box with ClientId selected and results for client Traci Ayers visible.

  3. Optional: Resize the window by clicking and holding the mouse cursor at the corner or border of the dialog box, and then dragging the corner or border until the window is the desired size.
  4. Optional: Click Add "Master subscription booking" actions.
    If selected, Tracker Action Browser shows the tracker actions for the BookingId's Master subscription booking (when tracker actions exist).
  5. Select a filter option:
    OptionDescription
    BookingId Specify the booking ID (for example, /7481), or use the ellipsis button (…).
    Run Specify the run name, run ID (for example, /25), or use the ellipsis button (…).
    ClientId Specify the client name, client ID (for example /22), or use the ellipsis button (…).
    Aborted Trips Aborted trips are those that have been partially typed by a reservationist.
    EventId Specify the event ID, or use the ellipsis button (…).
    Track Code Select one or more codes from the Track Code list and select a From Date.

    You can also filter by client.
  6. Optional: To show, hide, or rearrange the columns in the Tracker Action Browser grid, click the Customize Grid button:
    The Customize Grid button.
    The Grid Columns Manager dialog box appears.
  7. Optional: To add another comment:
    1. Click Add.
      The Add button is only active after a record has been created.
    2. In the Tracker Action Insert dialog box, type a comment
    3. Click OK.
  8. In the Tracker Action Browser dialog box, specify a new From date and/or To date to change the date range for which you are viewing records. Click Display to activate the new viewing context. A new set of records appears when the date range is changed.
    Aborted Trip appears in the comment column when trips are aborted by the reservationist. The comment is automatically generated for those instances. Deleted runs are also tracked.
  9. Optional: Export the log to a file and print it:
    1. Click Print.
    2. Select the columns to be included in the exported file.
    3. Click OK.
    4. Select the Use Excel check box to export the log to a Microsoft Excel file.
      Otherwise, the file will be exported to a *.txt file.
    5. Click OK.
      The log appears.
    6. Save or print the log in the application in which the file appears.