5. TRACS Enterprise Training → Dashboards & Items Costing

Manager's Dashboard Review


Description
Ever wonder who voided that work order, overrode a charge, or edited a payment after the fact? The Manager's Dashboard has the answer. This video tours all ten tabs built for full shop accountability: Invoiced, Uninvoiced, Voided, and Cancelled Work Orders; Overridden Work Orders and Charges (down to the exact quantity, shop supply, or tax change); Overridden Payments; Authorized Log Entries covering everything from customer merges to item adjustments; and TimeClock Events and History for a complete record of every clock-in, clock-out, and edited timesheet. Whether you're auditing a discrepancy or just keeping tabs on your team, this is the one screen in TRACS that has it all.

Difficulty: Basic

Content
  • Manager's Dashboard
Completion rules
  • All units must be completed
Prerequisites