Staff Manual
RefTracker ™
Information Request Management System
Staff training manual
As at release 3.4
(last updated 30 May 2022)
ALTARAMA INFORMATION SYSTEMS
www.altarama.com · info@altarama.com
USA
Orem, Utah 84097
Phone: +1 888 982 9997
Australia
Palm Beach, NSW 2108
Phone: +61 2 9974 2500
Who should read this manual?
This document provides the definitive description of the features and functions of the RefTracker staff interface, together with guidance in how to best use those features and functions. It should be read by ALL levels of staff using the RefTracker product as it covers everything they need to know about using the system, from entering the details of requests through to providing responses to them on time.
There are various levels of staff that use RefTracker and some levels do not have access to all of the functions described in this manual, so the manual covers the functionality available to all levels of users with notes as to which levels may not have access. Further your system can be tailored to meet your organisation’s specific needs and this might mean that your system administrator has completely removed some of the features described in this manual.
Co-requisite: RefTracker Client interface manual.
To aid in finding the information that you require in this manual it is broadly organised in the same way as the RefTracker menu structure, but a whole of manual search function is also provided in the top right of the screen, and a search of this administration part of the manual only is provided above the table of contents.
Where to obtain updated versions of this manual?
As new versions of RefTracker are released, updated versions of this manual are made available. To find a copy of this manual for a different release, go to:
http://supportsite.altarama.com/app/RefTracker
If you would like to make a comment about how we can improve the next version of this manual, please send your comment to info@altarama.com.au .
Where to obtain assistance in relation to RefTracker?
The RefTracker help system provides useful hints as to how to use RefTracker. It is accessible from the question mark icon in the header of every RefTracker screen. When you click on the help system icon, it brings up help for the particular page that you are currently on that often provides links to other applicable pages.
You can also use the left hand table of contents to find other relevant information, and, in particular, the search box at the top of that column. Further, links at the bottom of the page allow you to easily move to the previous and next help pages.
If the help does not provide an answer, please ask your nominated RefTracker Supervisor or System administrator for assistance or submit a request for assistance using our support web site.