Setting Up Follow-On Tracking

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Overview

NOTE: This page is being updated. We will continue to add information to this page to make it more useful.

The set up to allow your customers to being using Follow-On Tracking™ (FOT) can be completed in five easy steps.

1. "Turn-On" Follow-On Tracking™ (FOT)

Once you've purchased the FOT module, Trackabout Support Personnel will need to update your client configurations. This will allow you to have access to the FOT menu and components. This should be the only step that has to be completed by Trackabout Support. All other steps will be accessible to you.

2. Modify Customer Accounts

Even though the FOT module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module.

Steps:

1. When viewing a customer detail page, click on "EDIT" located in the "Customer Info" box toward the top middle of the Customer Profile page.

2. Scroll down to the bottom of the Customer Edit page. You will see the option to check the box to enable FOT for this customer. Check the box and click save.

3. Now you will be taken through three screens to configure the customer as as FOT customer.

NOTE!! Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off. You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer.

3. Create FOT User Accounts

Accounts for FOT users can be created right from the main Customer Detail Page.

Steps:

1. Click on "Add New User" in the upper right corner of the "Customer Users" box. (See graphic for more detail)
2. On this page you will assign the user as a Follow-On Admin or a Follow-On User. (For more information about these roles click Follow-On_TrackingTM_Levels
3. Enter user information and Save.