How do I schedule a tracker from iBridge?

If you need to schedule a tracker from iBridge, follow these simple steps to ensure you receive the information you need at your desired frequency:

Step-by-Step Guide:

1. Select Tracker Type:

   - Begin by choosing the tracker type you require, whether it's Operational or BGV.

   - From the available options, select the specific tracker you wish to download.

2. Choose Schedule Tracker:

   - Locate and click on the 'schedule tracker' radio button.

3. Set Frequency and Time:

   - In the frequency section, pick your desired frequency and set the time for the tracker.

4. Apply Additional Filters (Optional):

   - If necessary, you can apply additional filters such as package, check name, check status, and check severity to refine your tracker.

5. Email Report Options:

   - Under the 'Email report' option, decide whether you want the tracker emailed only to you or to others as well.

   - To include additional email recipients, select 'To myself and others/Add CC' and enter email addresses separated by commas. By default, it will be sent to you.

6. Schedule the Report:

   - Click on the 'Schedule' button to confirm and schedule the report.

7. Tracker Delivery:

   - The tracker will be automatically emailed to you and any specified recipients as per the frequency you set.

8. View Scheduled Trackers:

   - To view the list of all scheduled trackers, navigate to the trackers page.

   - Click on the 'Scheduled Reports' tab in the top left to see a comprehensive list of all trackers scheduled.

   - In case you have scheduled a custom tracker, click on Custom Tracker from Tracker pages. You will see the list of trackers in the popup.

Note: iBridge trackers will contain details of cases initiated from 2021 onwards.

By following these steps, you'll be able to effortlessly schedule and manage trackers from iBridge, ensuring you stay informed at your preferred intervals. If you encounter any issues or have further questions, feel free to reach out to our support team for assistance.