As a Category Owner, your privilege and responsibility is to administer Tracker Groups for your department, program, organization, or yourself. Expect other faculty or staff to enlist your help to create their Groups and to set up their customized field headings or Checklists. Remember that you automatically are a Group User for all Groups in your Category.  The following lists detail the differences between your two roles:

Group Users can use the Track People or Tracker Queries pages to:

• Add or delete people as members of groups.
• Update members’ group-specific information and track checklist status.
• Run Tracker Queries

Category Owners can use the Manage Tracker Groups page to:

• Do everything Group Users can do with groups in their Tracker Categories.
• Create or delete Tracker Groups.
• Add as many Group Users as desired to grant access to people who need to update Group records.
• Delete Group Users to remove access.
• Customize headings for up to six of the Extra Info columns.
• Customize unlimited numbers of Checklist item descriptions. Read more about Extra Info & Checklists in UM Tracker

Create a Tracker Group

1. Navigation: Navigator icon > Campus Profiles > UM Tracker > Manage Tracker Group.
2. Select your Category to open Manage Tracker Groups.
3. Read and follow instructions at the top of the page to create your first group. Note the limits on the number of characters you can use for each field. Tip: Avoid specifying an academic term in your Group’s name or description. If you need to distinguish Term information among your Group members, consider using one of the Extra Info fields instead.
4. Enter custom Extra Info header text (optional). See Extra Info Tips below.
5. Use the Manage Tracker Checklist link and follow the simple instructions on that page to set up a Checklist (optional). Note: Checklist descriptions are limited to 15 characters; be prepared to abbreviate. Be sure to Save before using Return to Manage Tracker Values link.
6. Add as many Group Users as you want, using the plus sign (+) to create any additional rows you need. Adding a Group User grants that person access to manage the group’s membership and information. You do not need to add yourself as a Group User.
7. Save.
8. When you need to create additional Groups under this category, use the plus sign (+) to open a new set of Tracker Group fields.

Extra Info tips

• Extra Info fields are best suited to record details like dates (next appointment, last seen, etc.), academic terms, and Group-specific status codes, because they typically do not require a lot of space. Group Users can enter no more than 10 characters in these fields.
• Customize the Extra Info headings as you want using up to 10 characters. Be creative with your limited space, but do your best to make sure that Group Users can interpret which information is meant to be recorded in the column, e.g., “Chklst OK?” (checklist complete), “MA res” (in-state student), or “FrmABC OK?” (submitted Form ABC). Other examples of Extra Info headers might include “Seen by”, “Has hold?”, “Met Advr?”.
• If the Group has a Checklist, consider using one of the Extra Info columns to note when the person has completed the Checklist, which appears a separate page and which does not otherwise appear in Tracker Query results alongside Extra Info data.
• Consider using “Term” as an Extra Info field heading instead of creating new groups each term for the same purpose, e.g., avoid setting up a Group of minors for 1127 and a separate Group of minors for 1133 or 1137.