Tracker 4 Auditees

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Auditees are the main workforce within Tracker. They are assigned and accept responsibility for actioning tasks to implement recommendations or parts of recommendations to address a business weakness or issue.

The power of Tracker over traditional issue management utilities is this onus, this delegating of responsibility. An auditee has one role within the system and that is to do what is identified in the action they are assigned and then report back on their progress.

Actioning issue recommendations

To action an assigned issue in Tracker, whilst logged in as an auditee, go to issues by clicking on the [Issue] menu link. Locate the issue that requires attention, this will normally be highlighted, by default, either green to identify an newly assigned or updated issue or red to identify an issue that is overdue and requires immediate attention. Click the row to view the issue details.

The full issue details will be displayed with links to any supporting documents. The relevant recommendation and action details the user is responsible for will be displayed with a space to provide a status update. The status update requires only the status field be completed, optionally however if documentation has been enabled in Tracker a supporting document can be attached to backup the status or provide management any additional information they may require. Finally an optional Owner or Assigned to box allows the user to further delegate responsibility of the action to someone else (who may not be in the Tracker system), if this is blank responsibility will be assumed by the user updating the status.

To add the status update click the [OK] button.

An auditee will always be altered by email (if enabled) when a manager has updated or responded to a comment made. The start page statistics will give the user an overview of what they need to do and the issue grid highlights will direct their attention to what issues need their attention. The user will be able to see the last comment made by a manager or administrator above the box where they are to enter their status information. A full history of the communication between the auditee's and management can be seen by clicking the [Show History] button.

Reports

Auditee reports differ to those of managers and administrators in that the majority of the reports are not relevant to them. As an auditee there are 3 report areas:

• Tabular
• Hierarchical
• Custom

Both tabular and hierarchical reports include:

• Submissions
  A report that details the users status updates to date.
• Due / Overdue
  Displays either all due issue actions, issue actions that are due in x number of weeks or those that are already overdue which are assigned to the user. Use the settings drop-down to define which to display.