The Daily Tracking Summary list all parts\u00a0with completed workflows or tracking steps within a specified period. Use this function to produce reports that document your progress for any time period.<\/strong><\/p>\n The default Daily Tracking Summary lists all tracking items, i.e. workflows, finished today so you can document your day\u2019s progress and fix any errors on the spot. You can change the search criteria to see your progress for a different time frame, focus on other aspects, and\/or see information on individual steps in workflows. If you choose to generate a report of your tracking items\/workflows, you get an aerial view of your record-gathering progress including each workflow\u2019s:<\/p>\n If you choose to generate the report by tracking steps, you get a more detailed report that includes all of the above information plus a breakdown of all the finished steps in each workflow listed that displays:<\/p>\n In addition to daily reports, you can generate reports for:<\/p>\n If you choose to generate a report breaking down the workflows to see their finished tracking steps and related information, you can also narrow those reports to single MR9 users responsible for tracking steps.<\/p>\n If you notice any errors in the report or want to move an item to the next step, you can update the part from within the report. You can also export the grid as an Excel<\/em> spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n TL;DR: Generate reports of all parts with completed tracking steps within a specified period.\u00a0<\/strong><\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Order:\u00a0<\/b>Usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding. This is different from a work order which is called a part in MR9 as it is part of an order. You can have multiple parts\/work orders for a single order\/case.<\/p>\n Part:<\/strong> A part of an order is a separate record that is being sought that is included in the entire body of records for a case or patient. You can also think of it as the work order for that separate record.<\/p>\n Tracking:<\/strong>\u00a0System for\u00a0keeping track of where production items are in your production cycle and physically in your office.<\/p>\n Tracking Item: <\/strong>Workflow specific types of orders go through. For example your process for records retrieval would be a tracking item and the steps in a workflow are called tracking steps. If you have different workflows for different types of records retrieval \u2014 or other services you provide like process serving \u2014 you can set up multiple tracking items.<\/p>\n Tracking Step:<\/strong> Step in a workflow.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
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Create reports using different criteria<\/h2>\n
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Review \u00a0and update<\/h2>\n
MR9 concepts in this lesson<\/h4>\n