Process Tracking with Contact Tracking

We have a couple process that have several steps: a foundation compliance process and a publication award process. We use contact tracking to handle both of them.

I've created and overall topic for the process. Each step in the process has a different subject under that topic which are entered as follow-ups, or child records.

Theses processes are for the companies, but the person contacted is the person we contact in reference to this process. The person contacted on the follow-ups can be used for judges or reviewers.

We then have reports that pull all this data together in a readable format along with other pertinent data about the customer: class, status, size.

One of the processes was previously done in an access database, but the data was not in sync with TIMSS and thus mistakes were made with eligibility and other criteria. They tell me it's now much easier and the data is better.

Applies to: TIMSS5 & TIMSS6