📊 How to monitor the progress of processes in Trackline

Control everything that happens with your processes from the Trackline dashboard
In Trackline, within the Code Contract platform, monitoring the progress of your processes is essential to ensure that each workflow is executed efficiently and without delays.

What can you see in tracking?

• General process status: View in real time whether the process is active, completed, or pending.
• Completed and pending phases: Clearly see which phases have already been fulfilled and which are in progress or delayed.
• Involved participants: Check which users have completed their tasks and who is still pending.
• Last recorded activity: Know when the last update or action within the process took place.

Key tools and features

• Custom filters: Search processes by specific criteria such as dates, status, participants, or data.
• Visual indicators: Phases are displayed with color codes for quick identification of statuses.
• Notes and comments: Add observations to each process to help contextualize or communicate issues.
• Detailed view: Access a complete breakdown of each phase and step, with information on timing and responsibilities.

How to access tracking

1. Log in to Trackline
   From the Code Contract platform, enter the Trackline module.
2. Select the Processes section
   Here you will see the complete list of active and completed processes.
3. Apply filters if needed
   Use filtering options to focus on the processes you need to supervise.
4. Explore each process
   Click to view details, notes, traceability, and associated documents.