Neodeluxe Phase Tracker

  • Updated

Who can use this feature?

Neodeluxe Users with Portal Admin role.
For more information about roles, please visit:
Manage Neodeluxe Users.

Summary 

In the Neodeluxe Client Portal, the Phase Tracker allows clients to view what stage their case is in. In the tracker’s setup, Admins can add new phases, edit or delete existing ones, and configure how progress is displayed using either a progress bar or progress steps. 

 Project Phase Tracker Interface

  1. Go to the Admin menu > Neodeluxe Portal > Phase Tracker.

  1. The Phase Tracker interface includes:

 

  1. Project Type: Displays a list of Project Types. By default, the first Project Type in alphabetical order is selected.

If the phases were not previously configured for the selected Project Type, the list will appear empty.

  1. Phase Tracker Type:  Shows the current tracking method (Progress Bar or Progress Steps). You can switch types if the configuration meets the required criteria:
  • Progress Bar: The total must equal 100%, and no section can be smaller than 10%.
  • Progress Steps: The total must equal 100%, and no step can be smaller than 16%.
  • If these conditions don’t satisfy the requirements, a message displaying The current conditions are not valid to change the Phase Tracker type. Please review them before proceeding, and will appear at the bottom of the screen, and the Save button will be disabled.
  1. + Phase Category: Create a new phase category in the selected Project Type.

The list includes the following columns: 

  1. Phase Category: Phase category’s name in the selected Project Type.
  2. Phases Included: Phases included in each category.
  3. Description: Phase category’s description.
  4. Order: Phase category’s order.
  5. Bar %: Assigned percentage for each phase category.
  6. Actions:
  • Edit: Edit configured phase categories.
  • Delete: Permanently delete configured phase categories.
  • Save: When the +Phase Tracker button is clicked, and a new row is included to configure a phase category, save it to the list.
  • Cancel: When the +Phase Tracker button is clicked, and a new row is included to configure a phase category, cancel the action.
  1. Save: Save the changes applied to the list records. This button is enabled once the corresponding requirements for the Phase Tracker Type are met.
  2. Cancel: Cancel the changes applied to the list records.

Create Phase Categories  

  1. In the Phase Categories interface, select a Project Type.
  2. Click the + Phase Category button. A new row is added to the list.
  3. Enter the Phase Category’s name.
  4. Click the chevron icon to expand the Phases Included list, then select the phases to include in the category.
  • The available options in the Phases Included dropdown vary depending on the selected Project Type.
  • Once a Phases Included is assigned to a Phase Category, it becomes exclusive to that category and cannot be assigned to any other category.
  1. Enter the phase category’s Description.
  2. Enter the desired Bar %, and click the Save icon to add the setup to the list.
  • Clicking the Save icon adds the configured phase category to the list, but it is not saved until the user clicks the Save button located at the bottom-left corner of the screen.
  • To cancel the action, click the X icon.
  • The new Phase Category is added after the existing records.
  • Admins can reorganize the Phase Categories by dragging the ellipsis icon located to the left of each record.
  1. To save the configured phase category, click the Save button. The message Phase Categories Updated appears in the bottom-right corner of the screen.

The Save button will be enabled once the required criteria for the Phase Tracker Type are met:

  • Phase Tracker with Progress Bar: The total must equal 100%, and no section can be smaller than 10%.
  • Phase Tracker with Progress Steps: The total must equal 100%, and no step can be smaller than 16%.
  • All the modifications applied in the Phase Category list will be saved too.

Edit Phases Categories

  1. In the Phase Categories interface, select the Project Type to edit.
  2. The Phase Tracker Type can be changed by selecting one of the two available options.
  3. Locate in the list the Phase Category to edit, and click the Edit icon.
  4. Modify the Phase Category name, the Phases Included, the Description and/or the Bar %, then click the Save icon to add the changes to the list.
  • Clicking the Save icon adds the changes to the list, but they are not saved until the user clicks the Save button located at the bottom-left corner of the screen.
  • To cancel the action, click the X icon.
  1. Reorganize the phase categories by dragging the dots located to the left of each record.

The number in the Order column is automatically adjusted based on the Phase Category order. This number determines the sequence for project resolution and dictates the phases displayed in the progress bar or progress steps.

  1. To save the modification, click the Save button. The message Phase Categories Updated appears in the bottom-right corner of the screen.

The Save button will be enabled once the required criteria for the Phase Tracker Type are met:

  • Phase Tracker with Progress Bar: The total must equal 100%, and no section can be smaller than 10%.
  • Phase Tracker with Progress Steps: The total must equal 100%, and no step can be smaller than 16%,
  • All the modifications applied in the Phase Category list will be saved too.

Delete Phase Categories 

  1. In the Phase Categories interface, select the Project Type.
  2. Locate in the list the Phase Category, and click the Delete icon.
  3. The Phase Category is removed from the list. 

The current conditions are not valid to change the Phase Tracker type. Please review them before proceeding

  1. Modify the remaining Phase Categories to adjust the progress Bar %, or add more Phase Categories to ensure the criteria are met.
  2. To save the changes, click the Save button.The message Phase Categories Updated appears in the bottom-right corner of the screen.

The Save button will be enabled once the required criteria for the Phase Tracker Type are met:

  • Phase Tracker with Progress Bar: The total must equal 100%, and no section can be smaller than 10%.
  • Phase Tracker with Progress Steps: The total must equal 100%, and no step can be smaller than 16%.
  • All the modifications applied in the Phase Category list will be saved too.

Troubleshooting and FAQs

Why Can’t I Save the Configured Phase Categories? 

 The Save button will be enabled once the required criteria for the Phase Tracker Type are met. 

Ensure the criteria is met for the corresponding Phase Tracker:

  • Phase Tracker with Progress Bar: The total must equal 100%, and no section can be smaller than 10%.
  • Phase Tracker with Progress Steps: The total must equal 100%, and no step can be smaller than 16%.
  • Double-check that the Lead Docket Hostname is correct (For Example: Lead Docket URL: https://subdomain.leaddocket.com)
  • Make sure the API Key is valid and has not expired or been regenerated. You can obtain this from Lead Docket by navigating to: Manage > Settings > Account Settings > API Key.

Have Questions or Issues?

If you have any questions or are experiencing issues configuring project phase categories, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.