The New Research Tracker® II Scheduling Module
PRODUCTIVITY2!

The Research Tracker® II Scheduling Module is designed to manage the "Where" and "When" details of market research projects.  It integrates seamlessly with Research Tracker so everything is stored in one place where all key staff can access critical project information.  The Scheduling Module lets you check availability and book the appropriate room as soon as a a client makes contact.  All the details needed for a project can be recorded right on the schedule, so nothing will get overlooked.  Rooms can be scheduled for any time increment, or "All day".  Need to schedule a focus room for staff meetings or block out dates for remodeling?  Scheduling "Other" activities is also possible.

The best part of the Research Tracker® II Scheduling Module is that it's built right into the Research Tracker system.  All Client and Client Contact information is already at hand.  Or you can add a new client on the fly.  When you set up a Job (or an Alert) in Research Tracker, a Location and Room can be booked at the same time.  You can view Scheduled Activities for a Job alongside the information in Research Tracker making sure the right resources (room, meals, equipment, etc) for the dates, times, and sizes of your groups are included.  If plans change and a project is canceled, scheduled entries will be removed from the schedule automatically.

The Research Tracker® II Scheduling Module offers some great features no mere calendaring program can provide like warning if two or more activities are going to overlap.  Printed schedules can be filtered by Date, Location, Room, or Status, giving your staff the exact information they need to ensure that projects run smoothly.

Here's a rundown of key features:

  • 24/7 scheduling in any time increments
  • Color-coded Status designations let you Confirm, Hold, or Hold as Backup rooms
  • Linked to Research Tracker Alerts, Jobs, and Clients so information is entered one time
  • Displays Available as well as Scheduled rooms
  • Warns when scheduled events are going to overlap.  No more double-booking!
  • Daily, weekly, and monthly views
  • "All Locations" and individual location views
  • Displays scheduled activities on Research Tracker Job screen.  Easy to ensure all projects have been scheduled
  • Search for future entries using Filters such as Client, Status, or Location
  • Entries can be scheduled for Jobs, Alerts, Client Holds or non-research activities
  • Variety of printed report options
  • Completely customized list of Locations (on and off-site) and Rooms
  • Easy to copy scheduled events to multiple days or move a booking to another room
  • Tracks entries by date/time entered and date/time updated
  • Security settings limit access to designated staff

Monthly View   Weekly View   Individual Calendar Entry View for a Job 
Individual Calendar Entry View for a Client Hold   Job Sessions View

System requirements: Research Tracker® II (MS SQL database versions only)

Cost: $1,750

For more information, or to set up a live demo, please call us at 317-541-9740

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