Voir aussi : - ??? - Tracking at the Center level PLAN EXCHANGES option GENERATE EXCHANGES option

To enter/edit exchanges with an associated personnel, click on ASSOCIATED PERS. under CENTER level in the tree displayed, highlight the associated personnel, and click on TRACKING option and Exchanges§Reports Tracking Tab
To enter/edit exchanges with associated personnel, click on TRACKING and Exchanges §Reports Tracking Tab under CENTER level in the tree displayed

Type, Status

For the Plan Exchanges option, if Next or From the last Exchanges to  is selected while the window is empty (no existing contact), none exchange can be created.
For Generated Exchanges option, if the selected exchange has no actual exchange date, the exchange can not be created in Center Tracking List window.


It is possible really easily to filter the window with higher part of the window:
All: All exchanges
Planned: only the exchanges with a planned exchange date and without confirmed or actual exchange date
Confirmed: only the exchanges with a confirmed exchange date and without actual exchange date
Done: only the exchanges with an actual exchange date
Done + Next Planned: only the exchanges with an actual exchange date and the next exchange planned
Outstanding Reports: only the exchanges with an actual exchange date and no actual report date
Outstanding Reviews : only the exchanges with an actual report date and no review report date







Options on Center Exchanges § Report Tracking:
PLAN EXCHANGES: to automatically create a list of planned exchange
GENERATE EXCHANGES: to automatically create the selected exchange in the Tracking tab.