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Thank you for choosing SGA ExecutiveTracker Pro! We value your support. (To print this page for convenience, "right click" and select "Print") Here are a few helpful hints on using Tracker that will make your experience even better: First please go to the SGA ExecutiveTracker Pro URL: Be sure to bookmark this URL for your convenience. • Hold down the "CTRL" key when you want to select multiple items within a pick list such as State, Job Function, etc. • "Job Function" is a pick list allowing you to search on Skill Sets that our Research team has appended to each executive. Job Function is always a good place to start because it picks up people that will have the Skill Set you are looking for but the word doesn't appear exactly in their title. For example someone's title may just be "Vice President" but they may be in charge of Manufacturing, or "Director of Finance", but they may be in charge of Financial Reporting. Job Function will pick that up. • Keyword Search looks for a particular word or phrase in an executive's title. If you enter more than one word in the Keyword Search field separated by spaces, Tracker will give you matches containing ANY of those words. (Same as an OR statement). If you enter more than one word in the Keyword Search field and put them within "quotes", Tracker will give you matches containing ONLY those words in that exact order you entered them in the quotes. (Similar to an AND statement) • A combination search of the Job Function selection plus Keyword Search can be very powerful. • Also be sure to try the same search two or three different ways with different Keyword and Job Function combinations. By changing a parameter you will likely get some new names each time that are relevant to your search. • For ease of use you can keep adding to and changing criteria without re-entering all your search criteria to filter down and focus your search. All your criteria is retained until you hit the "Clear All" button. • It's always a good idea to hit the "Clear All" button *before* starting a new search to clear a previous search . You sometimes may have criteria selected you forgot about which will effect future search results. DURING your SGA ExecutiveTracker Pro SESSION: • Avoid using your Browser's Back arrow or Back page button to return to the main Tracker screen from Executive and Company detail screens. Instead make sure to use the links designed for those purposes within the TrackerPro application. When you want to get back to the TrackerPro main search screen or your search results from other areas of TrackerPro, use these links: • The "Back to Search Results" link will bring you back to your search results and retain all your search criteria. This allows you to continue to build onto your previous search in steps without re-entering all your criteria, to focus down to exactly the list of executives you need. • The "Search for Executives " link brings you back to a "clean" search screen to start a new search, clearing out your previous search criteria. It is equivalent to returning you to the search screen and hitting the "Clear All" button. TO
END your SGA ExecutiveTracker Pro SESSION: • Closing your browser without logging out is seen by our system as still "logged in". This prevents another login on your user id. Most client help calls result when user's get "locked out" of TrackerPro because they didn't Log Out and they need our support staff to reset their user id. User id lockout will reset by itself in one hour, but remembering to Log Out will avoid the inconvenience of a user id lockout and maintain your uninterrupted use of ExecutiveTracker! For
Technical Assistance Please Call: (518) 843-4611 Brought to you by..
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