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Create a Tracking Item

As part of the reevaluation process, you can create an RCA Tracking Item and set up tracking notifications. In the Track workspace, you will define the:

• User to whom the notification will be sent.
• Time interval or event-based conditions that should be met before the notification can be sent.

You can create a new Tracking Item or copy a Tracking Item.

Steps

1. Access the RCA within which you want to create a new Tracking Item.

2. In the left pane, select the Track tab.

   A list of Tracking Items associated with the selected RCA appears in the workspace.

   

3. In the upper-left corner of the workspace, select .

   The Add/Edit Tracking Item window appears, displaying a blank datasheet.

   

4. As needed, enter values in the available fields.

   Note: Above the Tracking Item Details datasheet, the Related Assets box appears, which contains the ID of the Asset to which the RCA Tracking Item is linked. If the RCA Tracking Item is not linked to an Asset, this box will be blank. You can select Search next to the Related Assets box to search for an Asset and link the Asset to the Tracking Item.

5. Select .

   The Tracking Item is saved.

Results

• When you create a Tracking item, a link is automatically created between the Tracking Item and the RCA.

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