• TrackingSystemConfig

Tracking System Config

V2Master

• Contents

  1. Tracking System Config
  2. Introduction
  3. Documents
  4. Folders
     1. Document Types
     2. Document Classification Schemes
  5. Tasks
     1. Task Types
     2. Document Classification Schemes
  6. Users & Contact Management
  7. User Types
     1. Contact Classification Schemes
  8. Issues

Introduction

Documents

Folders

• 0 - Management

  • 0.1 - Admin
  • 0.2 - Contracts
  • 0.3 - Finance
  • 0.4 - Personnel
  • 0.5 - Planning

• 1 - Marketing & Sales

  • 1.1 - Marketing
  • 1.2 - Sales

• 2 - Development

  • 2.1 - Infrastructure & Tools

  • 2.2 - DrawMGT
  • 2.3 - Works Organiser
  • 2.4 - Ahytra

• 3 - Delivery & Support

  • 3.1 - Demo & Trial Systems

  • 3.2 - Axpo
  • 3.3 - HCMC2
  • 3.4 - IDP
  • 3.5 - Uma Oya

• L - Library

Document Types

1. Book

   • Sub-types: Books, academic papers, standards, regulations
   • Classification:

2. Company - Corporate documents?, our own org chart, CVs, etc.

   • Sub-types:
   • Classification:

3. Contract - Contracts, proposals, offers,

   • Sub-types:
   • Classification: sub-type (offer, contract, template), counter party, date start/end, value?, risk?

4. Letter - Correspondence, letters, email, memos

   • Sub-types:
   • Classification: date, customer/project

5. Market - Promotional material, market information, companies, customer lists. Org charts & CVs of others

   • Sub-types: competing product, project,
   • Classification:

6. Minutes

   • Sub-types: Meeting agendas, minutes, discussion notes
   • Classification:

7. Product - Product & software documentation, v2 terminology

   • Sub-types: specification, handbook, supporting material
   • Classification:

8. Project - Product specific information

   • Sub-types:
   • Classification:

9. Report

   • Sub-types: Timesheets, bank statements, etc.
   • Classification: Time period covered

Document Classification Schemes

Tasks

Task Types

1. Admin - Administrative & managerial tasks

2. Sales - Sales and marketing tasks

3. Support - System delivery, configuration and customer support

4. Tech - Technical tasks, development, infrastructure

Document Classification Schemes

Users & Contact Management

User Types

1. Contact - External users who were are corresponding with, tracking, researching, etc.

2. User - Users with access to tracking system. E.g. us

Contact Classification Schemes

• Contact

• User - Contact details

Issues

1. When to file an email as a note, when is it a document?
2. How to file schedules