F.A.Q.

Below are answers to commonly asked questions about working with ES Compliance Tracker 2003. Look for tips, tricks, and answers to your questions here.

How do I...

• Enter New Data or Create a New Record?
• Change Existing Data?
• Delete Data in a Record?
• Delete Entire Records?
• Search for Specific Records Using Task Selection?
• Generate Compliance Reports?
• Generate Reports Using Task Selection?
• Generate Email Reminder Letters for Individual Tasks and Related Responsible Parties
• Generate Reminder Letters Reports
• Administer and Customize ES Compliance Tracker 2003

Enter New Data or Create a New Record

1. Click on the * at the bottom of the data entry form to start a new record.
2. Enter data by clicking in a data field and typing the data or by choosing the appropriate term from the dropdown list. Use the tab key to move from one field to the next. Click on the various tabs to enter data in those fields.
3. Once data is entered into a field it is saved in that record. Once you move from one record to another or create a new record the previous record's data is saved.

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Change Existing Data

1. Navigate to the record (use Activities: Task Selection or Reports: Task Selection to search for a specific record to edit – see Search for Specific Records Using Task Selection below).
2. Click in a field to highlight. Retype the data.
3. Press Enter.

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Delete Data in a Record

1. Navigate to the record.
2. Click in the field to highlight the data.
3. Press the delete key on the keyboard.

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Delete Entire Records

Navigate to the record. Any Keyword, Responsible Parties, or Agency data must be deleted before an entire record can be deleted.

To delete Keyword, Responsible Parties, and/or Agency data:

1. Click on the arrow to the left of the data field to select the field. Use Shift/click to select more than one data field at a time.
2. Select Edit>Delete Record from the Access menu at the top of the screen. At the prompt click OK to permanently delete the entire record.
3. Now delete the entire record by clicking on the arrow in the top left of the Enter/Update Task window to select the record.
4. Select Edit>Delete Record from the Access menu at the top of the screen.
5. At the prompt click OK to permanently delete the entire record.

NOTE: Once a record is deleted is cannot be retrieved!

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Search for Specific Records Using Task Selection

1. Click on Activities or Reports or use the dropdown menus at the top of the screen.
2. Choose Task Selection.
3. To search or filter records based on specific criteria enter the data in the field or choose from the dropdown menus.
4. Choose View to see the records in the Enter/Update Tasks window.
5. Close or minimize the Task Selection window to see the Enter/Update Tasks window. Only records meeting the chosen criteria in the Task Selection window will appear. Use the navigation arrows at the bottom of the window to browse the results.

TIP: If you know a specific task number prefix, use the Task Number Contains field in Task Selection to identify a group of tasks under the same task number prefix.

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Generate Compliance Reports

1. Click on Reports.
2. Click on Compliance Reports.
3. Click on the specific report category to generate the report.
4. Use the arrows at the bottom of the report window to navigate through the reports.
5. All reports are printable but not editable.

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Generate Reports Using Task Selection

1. Click on Reports.
2. Choose Task Selection.
3. Use the dropdown menus to generate reports based on the available selections.
4. Enter specific data to generate more specific report data.
5. Click View to view the individual tasks in the Enter/Update task window.
6. Click Summary Report for a quick summary of all the reports fitting the selected criteria.
7. Click Report for full detail reports fitting the selected criteria.

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Generate Email Reminder Letters for Individual Tasks and Related Responsible Parties

1. Click on Activities: Task Deadlines.
2. Identify criteria for filtering task deadlines by clicking on one of the buttons.
3. Click on Email Reminder. This will launch your email program, fill in the recipient's name, the subject line, attach a full detail report of the task and provide a description of the task with deadlines in the body of the email message.
4. Send the email.

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Generate Email Reminder Letters Reports

1. Click on Reports: Reminder Letters Reports.
2. Choose one of the options.
3. For printing choose one of the first three buttons.
4. Choose File>Print from the top Access menu.
5. For emailing choose one of the three Email buttons.
6. Your email program is launched with an attachment in .rtf format of the specified Reminder Letters Report.
7. Fill in the recipient, subject line, and body of the email.
8. Send the email.

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Administer and Customize ES Compliance Tracker 2003

Report content can be administered and customized by clicking on the Administration button and choosing a task. The tasks available are: Enter/Update Valid Terms, Enter/Update Reminder Letters, Update Periodic Tasks, and Periodic and Related Tasks.

To update or edit a particular valid terms list:

1. Click Administration: Enter/Update Valid Terms
2. Select a valid terms list to edit
3. Click in a field to highlight and edit the text.
4. Click in the blank field at the bottom of the form and enter the new term or choose the record icon with the * to begin a new record.
5. Type in the new term.
6. Press enter.

To edit reminder letter text follow the directions found in the your User Guide under Enter/Update Reminder Text.

To update a periodic task (roll over into a new year) follow the directions found in your User Guide under Update Periodic Tasks.

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