WebTrack Help

Glossary

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Company Help File:
A task that deals with an addition or change to the company help file. Example: A request to change the "What's New" section in the company help file.

Current Status:
When a task is being created, the status will be set to "Not Submitted". Once a task is submitted, the status will change to "New Task".

Date:
The current time and date. (Time zone is GMT - Mountain Time).

Detailed Description:
A detailed description of the task. This section should include all details that you couldn't include in the subject. For CPY changes, items such as the product, tab, new question options, validation, activation, should be specified. This would be equivalent to the content normally contained in an email. NOTE: This text will become a part of the Task History.

Engine Update:
A task to update engine files for a company disk build or some other purpose. (WinFlex Web). Example: A task attaching updated engine files w/ a request to build company disks.

Feature Request:
A request for a change or addition to WinFlex or WinFlex Web system functionality. (not a bug). Example: A request to allow users to set default reports for printing.

General Question:
A question that does not fit into any of the other Request Types. Example: An inquiry as to Why Internet Updating is so incredibly slick?

Internet Update:
A task to post, modify, or create an Internet Update. May also be used to report a problem with Internet Updating. Example: A request to move an update to the "live" site.

Issue ID:
When a task is being created, no task ID will exist. Once the task is submitted, the ID will be assigned.

New Task:
A task that has just been created and not yet viewed or acted upon.

Priority:
Select the priority/severity level for the current task.

Project:
Select the project that is applicable for the current task. If your company has multiple distributions and this task applies to only one, select that distribution as the project. (Note: You can create this list via the Admin options)

Request Type:
A request category for a task.

Report Values:
Deals with values that appear in WinFlex concepts. Example: A request to review a particular case file with unexpected values on a Split Dollar report.

Requested By:
The Requested By field always contains the name of the person who created the task.

Screen Change:
A task that affects the WinFlex user interface (.CPY, KEY file, or question changes) for your products. Example: Adding a question to particular product and tab.

Subject:
Enter a detailed subject of the task in a succinct statement. Be as detailed as possible as this will be the main task identified on the task list. NOTE: This will not be editable once task is submitted.

Task:
An issue that can be a bug or request for change or research.

Task History:
History of comments, file uploads/deletions, and status changes.

Task ID:
Same as an Issue ID

Task List:
List of issues that have been entered under the current company or group.

Version(s):
Specify the version the task applies to. May be multiple versions.

WinFlex Bug:
A bug that appears to be WinFlex system related (non-company specific).

WinFlex Web Bug:
A bug in WinFlex Web.

WebTrack Bug:
A bug that exists within the WebTrack system.