Getting started
When you first start to use AT Tracker Web, you will need to set up some basic options in the configuration section. This section contains the values that are used in the tracking and report sections.
Overview of Configuration Options
- Labels
- The type of patron - for example, "Employee", "Student", "Teacher", or "Parent". The default value is "Patron". You may add extra values. The value is used when you enter each patron. If a label is not in use, it may be deleted. If a label is in use, "In use" is displayed under the action column.
- Assessment Type
- The assessment type allows you to categorize your assessments, such as "Reading", "Verbal Communication", and so on. The value may be used in the reporting section to filter records to just show certain types of assessments. Each value you provide will be available from a drop-down list on the relevant tracking pages. If an assessment type is not in use, it may be deleted. If an assessment type is in use, "In use" is displayed under the action column.
- Support Type
- The support type allows you to categorize your support records, such as "Observation", "Training", and so on. The value may be used in the reporting section to filter records to just show certain types of support. Each value you provide will be available from a drop-down list on the relevant tracking pages. If a support type is not in use, it may be deleted. If a support type is in use, "In use" is displayed under the action column.
- Support Team
- The support team contains each member of your support team, and whether they conduct assessments and/or provide technical support. The support team members are displayed on the assessment and training records as "Service Provider". At least one support team member must be set up before referrals, assignments, and technical support/training may be entered. If a support team member is not used, they may be deleted. If a support team member is used, "In use" is displayed under the action column.
- Equipment Categories
- The equipment categories are used to group the type of equipment in the inventory. Equipment categories should be generic terms. At least one equipment category must be setup before equipment may be added to the inventory. If an equipment category is not used, it may be deleted. If an equipment category is used, "In use" is displayed under the action column.
- Exceptionalities
- Patrons may be assigned an exception. The list of exceptions is maintained on this page, consisting of a code and description of the exception. If an exceptionality is not used, it may be deleted. If an exceptionality is used, "In use" is displayed under the action column.
- Equipment Funding Sources
- Funding sources used to purchase equipment are added on this page. At least one funding source must be provided before equipment may be added to the inventory. If a funding source is not in use, it may be deleted. If a funding source is in use, "In use" is displayed under the action column.
- Sites Serviced
- The details for the sites serviced by the agency are entered on this page. At least one site must be entered before equipment may be assigned to a patron. The more information provided on this page, the better the information in some of the reports. If a site is not in use, it may be deleted. If a site is in use, "In use" is displayed under the action column.
- Maintenance
- The maintenance companies the agency uses to repair equipment are entered on this page. The more information provided on this page, the better the information in the maintenance history report. If a maintenance company has not been used, it may be deleted. If a maintenance company has been used, "In use" is displayed under the action column.
- Vendors / Manufacturers
- Vendors and manufacturers the agency uses to purchase equipment from are entered on this page. At least one manufacturer and vendor must be set up before equipment may be entered into the system. The more information provided on this page, the better the information in some of the reports. If a vendor or manufacturer has not been used, they may be deleted. If a vendor or manufacturer has been used, "In use" is displayed under the action column.