The first set-up task is to create categories of service items that your office produces and wants to track. Typical tracking item types for court reporting and video production firms are DVD, Editing, Exhibit, Scanning, Synching, and Transcript. (In Setup > Lists > Tracking menu)

After setting up items to be tracked, create steps that each item goes through in the production workflow. (In Setup menu)

Before starting to track work, specify codes for different areas in tracking. The first set of these codes, Archival Status, describes the current archival status of original media, such as video tapes. Typical entries are Archived Here, Originals Destroyed, Originals Sent To, and Pending. (In Setup > Lists > Tracking menu)

The next set of codes to add deals with media classification. Typical media classification codes are Attorney’s Eyes Only, Confidential, Highly Confidential, Restricted, and Under Protective Order. (In Setup > Lists > Tracking menu)

The next set of codes to add deals with media format. Typical media format codes are Audio Tape, CD, DV-CAM, DVD-R, Hi-8, MiniDV, S-VHS, and Tape. (In Setup > Lists > Tracking menu)

The final set-up task is to add priority codes. Typical priority codes are High, Normal, and Urgent. (In Setup > Lists > Tracking menu)