Learn more about using the Tracker feature in AOK to organize, sort, filter, and update relevant information about personnel throughout your organization.
Tracker enables leaders to efficiently gather then organize, sort, filter, and update relevant information about personnel throughout their organization.
Get started today in the AOK! Pulling information from your people in seconds, directly from your pocket. You don’t need to have endless manual spreadsheets about your people that die in your desktop drive.
Common use cases for Tracker:
Any information that would normally live in a spreadsheet and die in a drive when someone transfers to their next command.
Requests for Information (RFIs) that leaders frequently send out over and over again.
Improve Recall lists (phone number, location, Duty Status, etc.)
Profile Information (Phone Number, Rank, Paygrade, etc.)
Personnel Duty Status Tracking
Qualification Tracking
Basic personnel information tracking (Addresses, expiration dates, equipment size tracking, etc.)
Expiration Dates (Qualifications, Exams, Medical exams, etc.)
Who can use Tracker?
Its available for leaders in the Adyton Operations Kit. Mustr enabled allows for additional functionality.
See RBAC permissions Intercom article.
To access tracker, members must be an Org leader or a Team Leader to see Tracker information on your people.
Org Leaders can see and update all teams and members Responses and Profile Properties.
Team Leaders can see and update all the teams and members Responses and Profile Properties for the specific teams they are leading.
Org Admins, Org Messengers, and Regular members will not have access to tracker information. Please reach out to support with any questions or your command leadership to update your permissions in AOK.
Getting started with Tracker:
Select the '+ Actions' button from the bottom right of your interface.
👇 You'll then see a pop-up with the following actions below 👇
Create a New Attribute
Send a Request for Information (RFI)
Leverages a Mustr Message RFI to create a new column and attribute in tracker.
Create message
Select recipient
Add a subject (optional)
Add question(s)
Create your question or select an existing question from the Question bank.
*Please ensure the 'save as template' toggle is active.
Name the template - this is your new column title.
Send the message and watch it populate automatically in tracker
Create new attribute without sending an RFI
Creates a new column that a leader can manually update later or prior to sending an updated request for information to get the most up to date information into Tracker from those you lead.
Both methods above allow you to enforce the type of data for certain columns in the following ways:
Yes / No questions
Freeform
Numeric
Date
*Note we do not support Multiple choice at this time. Contact customer support for this request.
Upload a .csv document
Select the team you'd like to upload new Tracker attributes for.
Download the template for that team. The template will show:
the list of members with their phone number to help our system identify them.
Once up add the values to the associated members in that template, save it to your desktop, and drag/drop or select the file you just saved.
You'll get an opportunity to clean up the data that was uploaded.
Submit that data and you'll see your new attribute in Tracker.
Generate a Report
A excel document will be sent to your email showing the current filters and attributes. This process can take a couple minutes depending on your connection and IT network.
Login > Select ‘Tracker’ in Navigation > A default view appears > Select a team > Select a couple properties > Tap/Click Save As > Name the view > Tap Actions > New Attribute > Create a Message > Select a Team > Add a subject (optional) > Add your Question(s) > Add a question or choose from Question bank > Ensure ‘Save to tracker’ is toggled on and tracker column has a name > Add to RFI > Send > Refresh Tracker > Tap/click attribute button > Search & toggle on new attribute > Save the current view for later
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Tracker Overview
Tracker Views
Attribute Creation via RFI
Message Creation in Tracker via RFI
Create New Attribute without an RFI
Attribute search
Request an update or rename a column (red box)
Update Profiles
Edit a cell
The Parts of Tracker 👇
Glossary:
Search bar
Here leaders can search specific people and ranks in the tracker that they have access to.
The selected columns will remain for the leader after you find the search contents you’re looking for.
Save a new view if this is a common rank search or personnel search for leading your team without assumptions.
Tapping or clicking the ‘X’ in the search bar will reset the search to the saved view.
Sort button
Based on the selected view and selected properties and attributes, leaders can select a single column to sort the information.
the selected column can either sort ascending (A-Z, 1,2,3) or descending (Z-A, 3,2,1)
Properties
Here leaders can add columns associated with the various member’s profile properties. These properties include - Rank, Phone, Email, Branch, Component, Duty Status, Readiness, Pay Grade, Job Code, and Duty Assignment.
Toggle properties on to add the column to tracker. Toggle off to remove the column from the current tracker view.
Attributes
These are Mustr RFIs that are actively saved previously.
Toggle Attributes on to add the column to tracker. Toggle off to remove the column from the current tracker view.
Quickly search for the RFI attribute(s) in the search bar to see
Tapping or clicking on the 3 dots allows leaders to quickly perform actions
Request an update via Mustr RFI from the current selected team.
Rename the RFI attribute in the list.
Delete the RFI attribute from the list.
Teams
For Org Leaders, this is a selection of every team available in the organization.
For team leaders, this is a selection of the teams they are actively leading in the Adyton Operations Kit (AOK).
Refresh
A manual refresh button to ensure your data is updated as soon as leaders need it.
Save As
Allows leaders to create a new view.
Here leaders can name the view, and immediately find it in the Views section of the app.
Save View (Current selected View)
For the currently selected view, if a leader makes updates they will need to tap or click save view to ensure the updated columns, rows, and team selections are saved for later.
Select Views
Here leaders can see Tracker Views your organization has created previously.
Clicking on the 3 dots allows leaders rename views or delete them.
Columns & Rows
Member Name - Clicking on a single member’s cell will direct you to their profile. This is always the left most column.
Property Cells - At this time can not be updated directly unless you go directly to the member’s profile.
Click the three dots next to the member's name and select 'see profile'
Attribute Cells - Can be edited by leaders directly. Hovering over the cell will show the leader the Current As Of (CAO) date.
Any cells that are empty are missing data. Leaders can easily pull data from members with the three dots icon at the top of the column.
Columns can be easily renamed via the three dots at the top of the column. Properties can not be renamed at this time.
Columns can be 'dragged and dropped' in any order you wish. Don't forget to save your view!
Action Button
See 'Getting started with Tracker' section below for the action button details.
Viewing more members
Tracker is currently limited to 20 rows per page.
At the bottom of tracker tap on more pages to view the next 20 members in the leader’s current view
Or use the team or search capabilities to find more specifically the information you’re looking for.