Appian Support

Admin Menu

About the Admin Tab
The Admin tab provides access to areas frequented by managers to maintain and monitor administration actions within DRTrack. Access levels within this tab c...
Mon, 3 Oct, 2022 at 3:15 PM
Banner Manager
Banner Manager provides a means to add a message banner that would appear across the screens of DRTrack users within your organization. The same banner will...
Mon, 3 Oct, 2022 at 3:15 PM
Branch Manager
Branches must be set up for order detail to flow from the backend system to DRTrack. By default, any route that is not assigned to a specific branch code wi...
Mon, 3 Oct, 2022 at 3:15 PM
Email Manager
Email Manager provides the means to manage all email addresses maintained in DRTrack for all accounts.    Add/Edit Email Addresses Use the Branch drop d...
Mon, 3 Oct, 2022 at 3:15 PM
Audit
Audit allows the user to see recent activities that have occurred within Accounts, Appointments, Orders, Routes, or Tasks. The types of audits that can be p...
Mon, 3 Oct, 2022 at 3:15 PM
Schedule Master Routes (Fixed Routes)
Master Routes can be scheduled to automatically dispatch on a set, repetitive schedule (cycle), selecting a weekly cycle or up to a four-week cycle.   Go ...
Mon, 3 Oct, 2022 at 3:15 PM
Schedule Service (New Account)
When a new account has been added, it may need to be scheduled for service. To schedule a new account for service, locate and select the account in the Acco...
Mon, 3 Oct, 2022 at 3:15 PM
Device Management
Device Management (Add, Edit, or Delete) All devices, when added, will be assigned by default to the branch MAIN. Each device must then be reassigned ...
Thu, 29 Jun, 2023 at 2:33 PM
Driver Management
Driver Management allows users to configure the default or standard device information assigned to each driver. This allows users to preassign or manually l...
Thu, 29 Jun, 2023 at 2:33 PM
Device and Driver Pre-Assignment
Whenever possible, routes should be pre-assigned to a driver before they are dispatched (depart). When the pre-assigned driver logs into the route, the syst...
Mon, 3 Oct, 2022 at 3:15 PM