Table of Contents

1. Introduction to Kavi Status Tracker

The Member Area

The Admin Area

The Super Admin Area

2. Scheduling and Recording Activities

Who Can Update Project Status Tracking Information

Project Status Tracking and Activity Scheduling

Status Tracking Tools

3. Reports and Views

Member Area Reports

Default Views

Built-to-Suit Views

4. Access Control

Access to Status Tracking Data

View and Display Configuration

Access Configuration

Assigning Project Recorder Access

5. Managing Project States

What Are Project States?

Configuring Project States For the Setup Process

Associating Project States with a Project Type

Assigning a Project State to a Project

6. Configuring and Using Activity Types

What Is an Activity Type?

Preparing Activity Types Requirements

Adding and Editing Activity Types

7. Project Type Configuration and Use

What Are Project Types?

Configuring Project Types For Set Up

Managing Project Types After Setup

Using Project Types

8. Kavi Status Tracker Setup

Overview

Requirements and Initial Preparation

The Configuration Process