PPC's Trackker - Frequently Asked Questions

Edit Filter/Sort is a feature you will use throughout Trackker. This feature is most useful in the due date list and when running reports. Edit Filter/Sort allows you to filter your data using almost all the information types in the program. These types include client types, staff assignments, services, service status, due date range, actual due date, target due date, etc.

To access Edit Filter/Sort, click the icon from the toolbar at the top of your screen. Notice that this feature has two tabs: Client List and Due Date List. You can use either or both of these screens to filter your items. You can also save the filter settings for re-use later by clicking Save.

Trackker has many options for posting services to the due date list. If you are missing a service, the cause is usually one of two things: either the service is on the list but is not being displayed due to the Edit Filter/Sort settings, or the service has not yet been posted to the due date list.

Try the following steps to locate the missing item(s):

1. While in your due date list, go to your Edit Filter/Sort settings by clicking the icon.
2. Click Reset
3. Click Apply Now
4. Click OK.

Check the due date list to determine if your missing items now appear.

If your items still do not appear on the due date list, it may be necessary to post the items. By default, Trackker only posts services four months out, meaning you will only see services due in the next four months unless you have changed this setting.

To post the items:

1. go to Tools/Options/Administrator/Functions
2. Click Advance Due Date List
3. Select the client(s), service(s) and date range you wish to post for
4. Click OK

Then, recheck your due date list to determine if your tasks now appear.

Trackker allows you to access and save firm files in any location on your network or local machine. Firms that have been using Trackker for several years often end up with multiple firm files in different locations. Consequently, after you install an update, you may open Trackker and notice your client information is missing. Generally, most of these extra files are outdated or accidentally created and, hence, lack your current client information. The trick is to locate the "good" file.

To help you locate your correct firm file, Trackker has a feature located on the File menu under Maintenance, Backup and Restore Wizard. Simply select this wizard option and follow the on-screen prompts to locate your file.

Trackker’s Standard and User Reports allow plenty of flexibility for presenting your information. There are far too many options to cover here. For an excellent overview and links to related reporting topics, refer to Trackker’s Help menu. Type in the words "Reports Overview" and hit Enter to get started.

Trackker’s Help Menu contains a wealth of information. It is a comprehensive help system that covers just about anything you can do with this program. You can access it by going to the Help menu or the shortcut icon at the top of your screen.

Trackker extends a service date based on the month and day of extension values on the Firm Services form. To change extension periods for a service, open Trackker and in the left pane, click Setup and then click Services.

Extensions are created by adding the number of months and days onto a Service due date.

To see examples of the values and view a step-by-step document about changing service dates for 2007, click here.

To add a New Form to the Due Date List in Trackker, open Trackker and in the left pane, click Setup and then ServicesInformation such as service description and Frequency is needed for the new form.

To see examples of the new form information needed and view a step-by-step document about adding a new form to the due date listf or 2007, click here.

Error 3021 when changing the status of a service in the Due Date List.

After you receive the above error:

1. Press Esc on your keyboard.
2. Change the status of the task again.
3. Save your changes.

Error 1315 if you attempt to run administrative install to a non-local directory.

Option 1: Install to a local directory on a workstation.

1. In the network location selection window, browse to a local directory on the workstation,
   and click OK.
2. Once complete, copy the local folder to a shared network location from which the workstations can be installed.

Option 2: Install to a local folder directly at the server.

1. In the network location selection window, browse to a local directory on the server, and click OK.
2. You may then run the workstation installs.

Selecting "Do not include tasks marked COMP or DELI" causes tasks without statuses not to appear on standard reports.

In Standard Reports,

1. Select Use Due Date Filter AND Report Sort below instead of "Use Filter/Sort below."
   
2. Click the Edit Filter/Sort button at the bottom of the screen.
   
3. Under Status codes, highlight COMP and DELI.
   
4. Check box to the right labeled Exclude selected.
5. Click Apply Now and OK. You may now preview and print your report.

Anti-spyware products are removing registry entries that begin with any capitalization form of "PPC" in response to a Trojan virus. The virus targets a popular consumer product - not your PPC products. Unfortunately the PPC and WG&L e-Tool products as well as PPC's Smart e-Practice Aids-Risk Assessment are affected by the anti-spyware action since they rely on registry entries that begin with PPC.

Read the full Technical Bulletin. The latest pattern file as of 9/26/2007 no longer identifies PPC as a threat. Ensure that you get the latest pattern files before running the scan again.