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Course Description

Tracking recommendations and action items is a vital part of managing your businesses. Indeed, process safety regulations usually require that a management system be used to track and implement PHA recommendations. Tracker is a Windows-based computer software application for tracking action items that is the most powerful and comprehensive software available.

Tracker users would benefit from training; not only would it show the users what features are available to them, the training would allow users to see the full use of its capabilities allowing more efficiency in the use of Tracker. Primatech instructors who are thoroughly versed in Tracker will be able to captivate the attendees with "ins and outs" of using the software and providing numerous "tips and tricks" for using Tracker.

This course will benefit those who have a basic familiarity with Tracker and those who are using Tracker for the first time.


To move beyond a basic understanding of Tracker to improve the efficiency of its use.

Target Audience

Individuals responsible for tracking action items using Tracker.


Attendees should have a basic understanding of Windows-based software applications. Computers with the latest version of Tracker is required. There is a limited number of computers are available for rental from Primatech. Contact Primatech for details.

Course Contents

  • Use of list and activity views
  • Sending e-mails
  • Responding to e-mails
  • Receiving e-mails
  • Scheduler - setting up reminders for action
  • Reports and options for their creation
  • Column capabilities
  • Deleting entries, moving columns, expanding/contracting entries, changing column names, adding columns
  • Creating and customizing forms
  • Importing data
  • Creating a project from PHAWorks data
  • Updating PHAWorks 5 projects
  • Creating and using an address book
  • Exporting data
  • Setting software options

Duration / CEUs / ABIH

  • Three Days
  • 2.1 CEUs or 21 PDHs awarded

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