Kavi® Status Tracker Help
Table of Contents
Kavi Status Tracker allows your organization to track and display information about its projects, including a detailed, up-to-date activity schedule. It supports projects where the end product is a document, including standards, technical reports, bylaws, etc.
Your organization may opt to display project status tracking information in member-only areas of the site, which can be accessed only by logged in account holders. Look for project and activity data reports in the Kavi Status Tracker Member Landing page (http://example.org/kst/).
Kavi® Groups can be extended to provide a Status Tracker tab on the Group Home page. This usually allows group participants to view information on projects conducted within the group or shared by any other group.
In your organization, the Status Tracker Admin (or Organization Admin) may share project status tracking responsibilities with people who've been designated as Project Recorders. If you are a Project Recorder, the Kavi Status Tracker Member Landing page also displays the Projects link, which you can click to access all the projects for which you are a Project Recorder. Through the Projects tool you'll have access to all project status tracking data and activities, and all the tools you need to manage this data. If you are a Project Recorder, see the Concepts document Scheduling and Recording Activities for an introduction to these tools — or take a tour of the Projects area, clicking a help link any time you want to know more.
Setting Project State is one of the most important tasks entrusted to a Project Recorder, since Project State is used to determine when and how project information is displayed to different audiences (e.g., the general public, top-level groups within the organization, the membership at large, etc.). For more information, see the Concepts document Managing Project State.
Back to topIn Kavi Status Tracker, data is naturally organized into projects, and each project has it's own activity schedule. For a quick overview, see the Concepts document Scheduling and Recording Activities.
Depending on configuration, maintenance of project status tracking data may be handled by administrators only, or the workload may be distributed and shared by Project Recorders who are associated with a specific project. Project Recorders can only access projects with which they are associated, and there are some other restrictions on the kinds of activities they can perform. For more information, see the Concepts document Access Control.
You will also find that setting Project State is one of the most important tasks you perform, since Project State is used to determine when and how project information is displayed to different audiences (e.g., the general public, top-level groups within the organization, the membership at large, etc.). For more information on this subject, see the Concepts document Managing Project State.
Back to topOnce Kavi Status Tracker has been configured, it is intuitive and easy to use. But identifying the configuration that best suits your organization is not a trivial task, so most of the Kavi Status Tracker Concepts documents focus on setup and configuration. The Concepts document Kavi Status Tracker Setup provides a global view of the requirements collection and configuration process, plus links to documents that describe specific aspects of the configuration process, such as Access Control, Managing Project States, Configuring and Using Activity Types and Project Type Configuration and Use.
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