Assistance Tracker Help Files -goals 3 and 4

Goal 3. Make a request.

Step 1. Click on ‘Home’ in the top menu.
The following image appears:

Step 2. The links on the left hand side of the page, under ‘Quick Access’, go to a list of the specialists for the respective Center. In the current version of Assistance Tracker, requests must be made by contacting the Specialist directly, or by going through a Center Director or Team Leader.

Goal 4. Edit a request.

Step 1. Open the log-in page by either:

1. Clicking on ‘NTSC Log In’ in the top menu, or
2. Clicking on the ‘NTSC specialist log-in page’ hyperlink found on the Home page. Only NTSC staff can edit requests.

The following image appears:

Efforts are underway to replace this log-in page with the standard USDA log-in procedure.

Step 2. Enter your email address and password and click on the ‘sign-in’ button.
The following image appears:

Only the requests that are relevant to the logged-in specialist appear in the Requests table. A request is ‘relevant to you’ if you have been identified as a ‘Specialist 1’, ‘Specialist 2’, or ‘Specialist 3’ in a request. These three specialists, along with the administrator of a Center's requests, can edit a request.

The keyword search field searches all requests for the relevant Center.

Step 3. Create a new request by:

1. Clicking on the ‘Create New Request’ button (see the top of the previous image).
2. Filling out the fields on the ‘Request’ form that appears (see below). All fields must be completed.
3. Saving these edits by clicking on the ‘Save’ button on the top of the form.

The ‘Save’ button only saves edits to the fields shown in this image. The ‘Close’ button closes this form and returns to the Requests table. The ‘Delete’ button doesn’t actually delete a request. It just prevents the request from appearing in Request tables.

Step 4. A request is not finished until the ‘Comments’, ‘Attachments’, and ‘Related Files’ section of a request have been completed. Once Step 3’s ‘Save’ Button has been clicked, these sections will appear at the bottom of the change. Edit these sections, or the previous fields, by:

1. Clicking on the appropriate section titles (Comments, Attachments … in the image below) and completing comments, attaching documents, or linking to related requests. The ‘Save’ button, found at the top of this form, does not affect these sections of a request.
2. The top fields of a request (those fields above ‘Comments’) can also be edited and saved by clicking the ‘Save’ button at the top of the form.

The following image shows a request that can be edited: