Introduction
This release introduces a new itrac360 user experience! In upgrading the architecture that supports itrac360, we’ve made significant performance and functionality improvements, in addition to a new user interface.
Table of Contents
Overview
The new itrac360 user experience provides an improved layout and navigation that will greatly improve your experience:
- A ‘Google-like’ intelligent search bar with instant search results
- New navigation menus
- Completely revised detail pages with repair tracking
- Improved scheduled reporting
- Easier report management
An overview of the new version is provided below, however you can switch between the current and new versions of itrac360 by using the toggle control on the menu bar.
To switch back to the legacy version of itrac360, click on the toggle to disable the new version.
Feedback
We would really like to get your feedback on the new version, so please use the Leave Feedback option on the account menu to send your comments directly to the itrac360 team.
Intelligent Search Bar
Searching in itrac360 is now easier than ever with Search available at all times at the top of the window.
Results appear instantly as you type, and we’ve enhanced the search capability to make finding assets, repairs, orders or tickets easier. Just press return to get a complete list of matches for your search criteria.
Click on a result to go directly to the detail page for the item.
Navigation Menu
The new itrac360 has a navigation bar on the left-hand side, providing access to Assets, Repairs, Tickets and Order reporting. Depending on your itrac360 access and permissions, your menu may look slightly different from below.
Click on any of the menu items to see a flyout menu which provides access to the following sections:
- Actions
- Within Assets to do a device assignment, or update a device
- Within Returns & Repairs to Create or Cancel an RMA
- Default Reports – Stratix provided standard reports
- Saved Reports – Reports you create
To make more space available for your reports, you can collapse and expand the navigation menu by clicking the chevrons at the bottom of the menu.
Report Basics
Reports have a new header showing the report name, with a list of actions on the right hand side.
Click on the action buttons to save a new report, export or schedule your report.
To adjust the number of visible rows, click the items per page dropdown at the bottom of the window.
Use the arrows to navigate forwards and backwards through your report.
Accessing Details
To see the detail page for a given row, click the information icon on the left of the row.
Adding/Rearranging columns
To adjust the visible columns, click on the cog icon in the header section.
Toggle the checkbox for a column to enable/disable it from the report, and drag column names to reorder.
Filters & Sorting
To sort a column, click on a column header and choose a sort direction
To add a filter, click the Add Filter button.
Choose the column you want to apply the filter to, and the filter choices will update automatically based on the column type.
To edit a filter, click on the filter name.
To delete, click the x on the right of the filter name.
Managing Reports
The report list shown on a flyout menu shows the most recently accessed reports from your saved report list. To view and make changes to all your available reports, click on the Manage Reports button on the menu flyout.
The report management section will show a list of all your reports, where you can rename, delete, schedule or export.
To go straight to a report, click on its name.
Note that the report scheduler allows schedules to be enabled or disabled to accommodate vacations.
