How to Add Tracking

In View mode, click the Tracking link on the Action Menu to open the Tracking Window popup and review or add information about progress for work or requests.

Click the Add Status Entry link at the top of the grid to enter additional status lines.

For example, if there is a delay in authorization, you can add this information using the predefined Status field text. You can also include any Comments that apply to the record.

Remember to click the Save button on the Tracking Entry window to add your line to the Tracking Window.