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Here are some of the most frequently asked questions about how to get the most out of Dakota Tracer. If you don't find the answers you need here, please contact us so that we may help you.

If you do not find the answer to your question inthe FAQ's then contact our customer support staff at (216) 765-7100, or submit your question using our contact form.

Answers

How can I view detailed technical information about my Tracer installation?

You can view information about the status and settings of your Tracer system on the Tracer System Information page. To access this page, add /systeminfo.asp to your Tracer URL address.

For example, if your Tracer URL is www.mycompany.com/tracer, the URL for the System Information page is www.mycompany.com/tracer/systeminfo.asp The Tracer System Information page shows:

License Information — status information about your Tracer license
Login Information — identifying information about the current Tracer session and the logged in user
Server Information — identifying information about the Tracer Server machine
DataBase Information — version numbers, connection strings, and settings for the Tracer database
Client Information — details about the settings of your internet browser

My mouse cursor disappears. What should I do?

Occasionally the mouse cursor is hidden while new information is loaded in the Dakota Tracer workspace. Look in the lower-left corner of the browser window. This status bar describes any Dakota Tracer activity, such as "Loading Actions" or "Loading Organization tree." When all of the information is loaded into your browser window, the status bar says "Done," and the mouse cursor reappears.

How can I create links for easy access to Dakota Tracer?

After Dakota Tracer is set up on your company’s intranet server, you can access Dakota Tracer from any computer using the Internet Explorer web browser. Your system administrator will provide you with the appropriate internet address (URL) and login information. You can add links to the Dakota Tracer Login page for easy access in the future.

To add links to Dakota Tracer:

Open the Dakota Tracer Login page.
To add a desktop shortcut for Dakota Tracer, right-click in the Login page, and then click Create Shortcut.
To add Dakota Tracer to your Favorites, right-click in the Login page, and then click Add to Favorites

How can I find all the action items associated with a specific organization in my company?

The Organization hierarchy of the Dakota Tracer window shows a graphical summary of your organization.

The number of action items associated with each level of the hierarchy is shown in brackets next to each closed folder and collection of action items. The check boxes to the left of each hierarchy item enable you to select which action items you want to review. When you select a check box in the hierarchy, the Action Table is loaded with all of the associated action items.

To load the Action Table:

In the hierarchy window, click the plus and minus boxes to expand and collapse the hierarchy.
Click one or more check boxes on the hierarchy.

The associated action items are loaded into the Action Table.

How do I print the list of action items?

You can easily print the Action Table at any time from Dakota Tracer.

To print the Action Table:

From the table toolbar, choose Print/Export. The Print/Export menu appears.
Choose Print the Table.The Print dialog box opens.
Select the printer and set any other printing options.
Click Print. The table is printed exactly as it appears in your browser window.

How do I export the list of action items to a spreadsheet application?

At any time, you can export the Action Table to a simple HTML file.

To export the Action Table:

From the table toolbar, choose Print/Export. The Print/Export menu appears.
Choose Export the Table. The Save As dialog box opens.
Specify a location and file name for the Tracer Report.
Click Save. The file is saved to the specified directory in HTM format.
To view or modify the saved table:
- If you are using Microsoft Office 2000, open the saved HTM file from MS Word 2000 or MS Excel 2000.
- Otherwise, open the saved HTM file in a new browser window and copy text to your word processor or spreadsheet application.

How do I print details for an action item?

You can easily print the Action Details at any time from Dakota Tracer.

To print the Action Details:

From the Details toolbar, choose Print. The Print dialog box opens.
Select the printer and set any other printing options.
Click Print.

How do I export Dakota Tracer information to Dakota Auditor?

You can export Dakota Audit Session files (*.aud) from Dakota Tracer. Initially, these files contain all of the Dakota Tracer information associated with this audit. For example, any Journal entries or Status data are stored in the *.aud file when you first create it in Tracer. You can view these specially-created *.aud files with Dakota Auditor to see the context of the surrounding questions and other audit information. You can also use these files as a transportation mechanism for moving or sharing Dakota Tracer audit information.

To export a Dakota Audit Session from Dakota Tracer:

In the Organization hierarchy, select a Dakota Auditor file.
From the main toolbar, choose Tools. The Tools menu opens.
On the Tools menu, click Export Audit Session File. An Audit File Output window confirms that the file was created successfully.
To save your file locally, click the file-name link on the Audit File Output window. The File Download dialog box opens.
In the File Download dialog box, select Save this file to disk and click OK.
In the Save As dialog box, specify a location for the new Dakota Audit Session file.
When finished, close the Audit File Output window and return to the Dakota Tracer workspace.

Caution:

When you use Dakota Auditor to view an audit session exported from Dakota Tracer, all of the Tracer-specific information is hidden. For example, you can’t see any Journal entries in Dakota Auditor. If you then save (or autosave) the file in Dakota Auditor, all of your Tracer-specific information is deleted from the exported file. For best results, do not re-import an exported Tracer file after opening it in Dakota Auditor.

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