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Bucket list

The Bucket List was designed to allow system users quicker access to some of the most common functions in the system. Simply select items from a list on the screen and then open your bucket list to perform functions against these items. Not only can you print labels and reports from the bucket, you can also perform transcations (check in, check out, move, dispose, export to excel and mass update) but you can also create tickets or use the bucket organization feature.

Bucket system

In the bottom right hand corner of the Tracker system is a pop up option titled 'Bucket List'. To enable this click anywhere in or around the bucket image.

Bucket system

Clicking on the Bucket List icon will display a menu of several commonly used features of the Tracker system.

Options available on the Bucket List menu:

  • Print Labels with selected Items Begin the process of printing barcode labels for items
  • Perform Transcation Used selected items in any of the various transcation options
  • Send to Reports Add selected items to any of reports in the list
  • Add items to new ticket Add selected items to a new ticket See tickets
  • Link Items / Unlink Items Perform a link or unlink See linking / unlinkink
  • Add items to bucket Add selected items to a bucket list
  • View bucket View all items in your virtual bucket list(s)

Creating New Bucket (Virtual) Lists

A secondary function of the Bucket List is the ability to create Bucket "Virtual" lists of items. From here we will cover this feature. We are going to assume that you already know how to check items in / out, print labels and complete item dispositions. For more information on these functions visit those sections in the Wiki guide.

To get started with the bucket system we need to create list(s) that items will be applied to.

  1. Open the bucket list
  2. Click the option in the bucket list menu to 'View Bucket'.
Bucket system

Click image to view larger

This shows the default 'Main List'. Before we can add items to a list we must create the list(s). Click the 'Create New List' button to start creating your lists.

Bucket system

Click image to view larger

You can see in this example, I created several lists which will hold item information.

Suggestion: Create list names with very specific information. A good name would be 'Follow Up 12312009'. A bad name would be 'Follow Up Next Week'. The latter will not tell you exactly when the items need to be reviewed while the former gives you an exact date.

Select Items to Process

Now that you know what the bucket system is and how to access the features, let's take a look at how to process items. The first thing we need is a list of items. There are many places in the system where a list of items are shown. Some common examples would be the View Tab, My Items Tab, Quick Search, Advanced Search, ETC.

Bucket system

Click image to view larger

To process items, simply click the check box next to the item(s) to process, click the bucket + (plus) sign, and then select the bucket feature you want to use. This will take the checked items and begin the selected process.

Adding Items to a Bucket List

Now that we have created our bucket lists it is time to start processing transactions using the list. For this example I am going to use the View tab to select items for placement on the bucket list.

Bucket system

Click image to view larger

  1. Select the items by placing a check box next to each item (I selected items 1, 3, 5 and 7)
  2. Open the bucket pop up list
  3. Select the option 'Add Items to Bucket'
  4. Select from the drop down menu, the available list you wish to use
  5. When done you will get a pop up menu confirming your placement of the items on the list
  6. From the bucket pop up menu select 'View Bucket'
Bucket system

Click image to view larger

You can see that the four items I added to my list are now showing under the selected option. To view the items in that list, click the magnifying glass next to the desired list. This will bring up a summary of that list with all items that are a part of the list.

Removing Items from a list

Removing items from any list is very easy.

  1. Select the list you want to modify by clicking the magnifying glass next to the list
  2. When the selected list is displayed at the bottom of the screen, simply select the items for removal and click 'Remove Items from this list'