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questions? Got comments?
If you can’t find answers here please email us. We
are here to help you.
support@bluetracker.com
System Requirements
What are the system
requirements for Bluetracker?
Bluetracker is completely web-based, so all you need is
a browser on any computer. We support Windows, Macintosh
and Linux computers.
Browsers supported include:
Windows Internet Explorer
6+ & 7, Firefox 1.5+, Google Chrome 1+
Apple Firefox 2+, Safari 1.3.2+
Linux - Firefox 2+
Search
• How do I find all my projects?
• How do I refine my search?
• Why can’t I see my completed projects?
How do I find all my projects?
The Search section is the first page you see after you login.
It allows you to quickly find your projects. If you have
multiple accounts with the same password, you will see a
drop-down menu listing your accounts. If you have set up
your projects with a Client Name, you will see a drop-down
menu with a list. You can also select a Category Name and
a Project Name. For more options for your search select
“Extended Search”. Or you can click on the “Show
All Projects” button to show all your projects.
(See Search / How do I refine my search?)
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How do I refine my search?
To refine your search, click on the “Extended Search”
button. You will see a more detailed criteria for searching
projects.
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Why can’t I see my completed projects?
(See Projects / Why does my project
disappeared from the project grid?)
Back to the top
>
Projects
• How
do I add a new revision and comment to a project?
• How do I replace
the current revision?
• How do I delete or disable
a project?
• Why does the email link take
me to the home page not directly to the project?
• Why does my project disappeared
from the project grid?
• How do I edit a project?
• Where do I see a project summary?
• Where can I see all the users
assigned to my project to edit them, or add new ones?
• How do email notifications work?
• How do I edit the preferences
for email notification?
• Does Bluetracker save a history
of my work?
• How
do I create a new project?
• I just created a project, but
I can't see it in the Project Grid.
How do I add a new revision and comment to a project?
To add a new revision select “Projects”
from the top menu, click on the desired project from the
Project Grid. The Project Revisions window will open. Choose
"Add New Revision" on the blue menu bar. Browse
for the file you want to upload then click "Submit".
If the file has more than 1 page, Bluetracker will ask you
to select the page you want to use for the thumbnail, then
click "Submit".
Now, chose "Add Comment" at the bottom of the
page, the Add New Comment page will open. Add your comment
in the Add Comments window, then deselect the users you
don't want to send an email notification with your comments.
By default all the users are selected. Click "Submit".
See flash demo >
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How do I replace the current revision?
To replace an existing revision, just upload another one;
ie. select "Edit Revision" in the Project Revisions
page and browse to upload another document.
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How do I delete or disable a project?
Check with your admin to have the appropriate permissions
to do this.
To delete or disable a project, select “Projects”
from the top menu, choose the desired project from the
Project Grid and click on the“Edit” icon  .
It will take you to the Edit Project page. Click on "Project
Details" and click the check box DELETE or DISABLE. Then
click on “Submit”.
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Why does the email link take me to the home page not directly
to the project?
This is a security measure; if you accidentally forwarded
that email to someone, they could just hit the link and
see all your assets.That is why you need to authenticate
(login) first, then it will take you to the proper project
and revision.
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Why does my project disappear from the project grid?
By default Bluetracker will hide a project once it has been
completed. If you would like to see the
completed projects, do one of the following:
1) Upgrade the PROGRESS of the project to 100%, but leave
the STATUS as "In Progress". That way Bluetracker is forced
to show the project.
2) Go to “Search”, select “Extended Search”
for more options and then select “Completed”
from the STATUS pull down list. This will show all completed
projects.
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How do I edit a project?
Check with your admin to have the appropriate permissions
to do this.
Select “Projects” from the top menu, choose
the desired project from the Project Grid and click on the
“Edit” icon .
It will take you to the Edit Project page. In here you can
change the project details, as well as add and remove users.
Once you are done making all the changes click “Submit”.
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Where do I see a project summary?
To see a project summary select “Projects” from
the top menu, choose the desired project from the Project
Grid and click on the "Summary" icon  .
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Where can I see all the users assigned to my project to
edit them, or add new ones?
To see the users assigned to your project select “Projects”
from the top menu, choose the desired project from the Project
Grid and click on the Edit icon .
This will take you into the Edit Project page. Click on
"Add/Edit Users". In here you will see all the
users available for the project on the left, and users already
assigned to the project on the right. If a user does not
exist in the account, click on the “Create New User”
button, to create a new user.
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How do email notifications work?
There are many settings for email notifications and they
are managed in the User Preferences for each user. A user
can receive several or no e-notifications per every change
in the project. By default Bluetracker is set so each user
will receive an email notification every time a new comment
is posted.
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How do I edit the preferences for email notification?
To edit the preferences for email notification do one of
the following after selecting "Users" from the
top menu:
1) look for the user you want to edit and click on the preferences
icon 
2) double click on the user you want to edit then choose
"Edit Preferences" from the menu on the blue bar.
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Does Bluetracker save a history of my work?
Absolutely. This is one of Bluetracker’s most acclaimed
features. Every time you add a comment to a project Bluetracker
keeps track of it so you can go back in time (even years
later) and recall the whole process.
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How do I create a new project?
To create a new project select "Projects" from
the top menu to go to the Project Grid and select "Create
New Project". Enter a name for your project and upload
a document. You can to fill the details and select the users
for this project at this point or do it later.
See Flash demo >
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>
I just created a project, but I can't see it in the Project
Grid.
This can happen if you create a project, but do not upload
anything. When a project is first created, it has zero (0)
revisions, until you upload something.
Because the Project Grid sorts by "last revision date,"
and if nothing is uploaded, the project has no revisions,
it will not show up at the top of the Project Grid. Select
"Show All" from the Display Rows, and you will
see your new project toward the bottom of the Grid.
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Users
• How do I edit a user?
• How
do I create new users to my projects?
• How do I edit user preferences
or permissions?
• Bluetracker has 3 different states
for a user: active, disabled and deleted
How do I edit a user?
Check with your admin to have the appropriate permissions
to do this.
To edit a user select "Users" from the top menu.
Look for the user you want to edit and double click on it.
Your ability to change settings will depend on the kind
of permissions you have.
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How do I create new users to my projects?
Check with your admin to have the appropriate permissions
to do this.
Do one of the following:
1) Create new users from outside the project
by selecting "Users" from the top menu and choosing “Create
New User”. Select a privilege group to assign to this
user and fill in the fields. Click “Submit”.
Bluetracker automatically sends an email to the person you
just added, informing them they are now part of the project,
and asks them to change their password.
Now you need to assign this new user to a project. Click
on the user's name, this will take you to the Edit User
page, click on "Assign Projects". In here you will see all
the projects available in the account. Simply check the
box next to the project you want your user to be assign
to.
2) Create new users from inside a project
by selecting “Projects” from the top menu, choose
the desired project from the Project Grid and click on the
Edit icon .
This will take you into the Edit Project page. Click on
"Create New Users". Select a privilege group to
assign to this user and fill in the fields. Click on “Add/Edit
Users”, the new user is now in the user list at the
left while users already assigned to the project are on
the right. Select the new user and add it to this project
by clicking on "Add user". Then click "Submit".
See flash demo >
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How
do I edit user permissions?
Check with your admin to have the appropriate permissions
to do this.
To edit users permissions select “Users” from
the top menu, look for the user you want to edit and click
on it. You can change the user’s privilege group by
selecting a new one from the drop-down menu. By default
Administrators and Directors have access to see all projects
within an account.
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Bluetracker has 3 different states for a user: active, disabled
and deleted.
Active:
When a user is created, they are active, even if they have
not changed their password. They will have access to Bluetracker
and all projects as determined by their user-type. For more
information on the various permissions for users, please
look at the Permissions Matrix, found here: http://bluetracker.com/Home/Permissions.html
Disabled: Administrators through
Supervisors have the ability to disable any user. Disabling
a user is sort of between active and deleted, and it has
more to do with temporarily removing them from receiving
email notifications. When a user is disabled, they still
have access to all their projects as determined by their
user-type. However, a disabled user will not be available
to add to new projects, and on existing projects that they
are assigned to, their name will not appear in the list
to receive comments. Also, disabled users do not change
the total number of available licences in the account. For
example in an account with 100 licences, and 90 users are
active and 10 are disabled, the account is considered to
have 100 licences.
In the case where you want to temporarily remove a user
with access to a project, simply edit that project, and
remove the user from the list. To include them again, just
edit the project and add them back. To prevent the user
from accessing all projects, see "Deleted" below.
Deleted:
Administrators through Supervisors have the ability to delete
a user. When a user is deleted, they are unable to login
to Bluetracker. Because they can't login, they will not
be able to see any projects, or have access to any part
of Bluetracker. In addition, when a user is deleted, that
licence becomes available. For example in an account with
100 licences, where 90 users are active and 10 are deleted,
the account is considered to have only 90 licences. 10 more
licences are available to assign to new users.
When a user is deleted, they will not receive any email
notifications, even if they are still assigned to projects.
It is important to note that deleted users are not permanently
removed from Bluetracker. You can always un-delete them
and restore their access. To permanently remove a user from
Bluetracker, they first must be deleted, and then purged.
The purged option is located in the Control Panel menu,
and is only available to account Administrators.
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Permissions
• What is an administrator (admin)?
• Can we have multiple administrators?
•
How do I give someone admin access?
• Where do I specify who can
see which projects?
•
What kind of permissions groups are there by default?
•
Can I create my own privilege group?
What is an administrator (admin)?
Administrators are in charge of setting and monitoring permissions
for the rest of the account users.
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Can we have multiple administrators?
Yes. An account administrator can create more administrators
for the same account.
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How do I give someone admin access?
You have to be an admin to give someone else admin access.
Select “Users” from the top menu, click on the user you want to
edit. Choose Assign Privileges select Administrator from the
drop-down menu.
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to the top >
Where do I specify who can see which projects?
In order for a user to be able to see a project it needs
to be added to that particular project, unless he/she is
an Administrator/Director. They have access to all projects
by default. (See Projects/Where can
I see all the users assigned to my project to edit them?
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the top >
Can I create my own privilege group?
If you are an Account Administrator you can create any kind
of privilege group you want. Bluetracker has a tremendous
degree of customization to give you any combination you
can imagine. Contact your Sales Representative for more
information.
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File
Support
• Is there a file size limit on uploads?
• What
files are supported?
• Does Bluetracker support automatic
file version?
Is there a file size limit on uploads?
There are upload file size limitations, depending on what
type of account you have. If you need to increase this amount,
please contact your Sales Representative.
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What files are supported?
Bluetracker supports a wide range of formats such as: PDF,
DOC, RTF, DOCX, DOCM, XLS, XLSX, PPT, PPTX, PUB, VSD, TXT,
JPG, JPEG, BMP, TIF, PNG, MHT. Bluetracker will automatically
convert these files to PDF if you choose to do so, or you
can save them as a source file where they will remain in
their original format.
File Types >
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Does Bluetracker support automatic versioning?
Absolutely. Bluetracker will automatically generate a new
version number every time a new revision is uploaded. All
versions are date stamped. All User comments are date and
time stamped.
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Reports
• Can we export reports to excel?
Can we export reports to excel?
Yes, just click on the Export drop-down menu and select
Excel.
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