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View Top Toolbar Icons and Manage Data Storage

Learn how to identify the top toolbar icons in FastTrack360 and manage your system’s data storage effectively to optimize performance and control costs.

Written by Jason
Updated over 5 months ago

The top toolbar icons provide quick access to essential user, help, and navigation tools. This article also explains how to manage data storage efficiently within FastTrack360 to maintain system performance and control costs.

⚠️ Important: You need Administrator permissions to configure data storage policies and perform system-level actions.


View the Top Toolbar Icons

The top toolbar icons appear at the top of your FastTrack360 workspace and provide access to frequently used menus.


User Icon

The User icon is located in the top toolbar on the far right.
If a User record in Maintenance, and User has a profile picture, it will replace the default icon.

When you click this icon, the following sub-menu items display:

  • Profile.

  • Reset Password.

  • Manage Security Question.

  • Logout.

Select an option to perform the corresponding action.


Help Icon

The Help icon appears between User and Notifications.
When clicked, the following sub-menu items are available:

  • Support Contact – Displays your internal support contact’s name and details (configured in Recruitment Manager, then click General Settings).

  • More Information on Support – Opens your internal support information in a new browser tab (if configured).

  • Help Centre – Accesses the central help portal.

  • Online Help – Opens FastTrack360 Online Help in a new browser tab.

  • Show Me How… – Launches guided learning within the product.

  • About FastTrack360 – Opens a pop-up with release number and data storage information.


Notifications Icon

The Notifications icon is positioned between Help and Activities.
When clicked, a Notifications pop-up displays, listing your timesheet notifications.
You can view additional details by selecting the relevant notification.


Activities Icon

The Activities icon is located between Notifications and Favourites.
When clicked, it opens the Activities page, showing a list of your current activities.


Favourites Icon

The Favourites icon is displayed first in the top toolbar.
When clicked, a pop-up appears, defaulting to the Favourites Tab, which includes:

  • Favourites Tab – Lists records marked as your favourites.

  • Recent Items Tab – Displays primary records you recently viewed.

  • Links Tab – Shows a list of web links grouped by My Links (created by you) and Global Links (created by your business).


Manage Data Storage

Data storage is a key licensing aspect of FastTrack360 that all customers should understand. While the platform supports an unlimited amount of data, storage usage directly impacts licensing costs.

  • To help control overall expenses, it’s essential to establish a clear usage policy defining what data should or should not be added to your FastTrack360 environment.

📌 Before defining your data storage policy, review the system areas that influence total storage usage and determine the policies and controls best suited to your organisation.


Document Management

Attaching files to FastTrack360 is often necessary for both legal and operational purposes. However, documents can represent up to 50–60% of your total storage.

Consider the following when defining your document management policy:

  • What types of documents should users attach to FastTrack360 records?

  • Which file types (e.g. .docx, .txt) should be allowed?

  • What maximum file size should be permitted per upload?

  • Ensure scanner settings are configured to Compact or Minimal to reduce file size.

  • Define a document retention policy — for example, should all historical resumes be kept, or only the most recent version?

⚠️ Important: Set clear rules about when and how documents are deleted or cleansed to manage long-term storage.


Outlook Extensions

Synchronising communications between recruiter emails and FastTrack360 centralises correspondence with candidates and clients. However, syncing attachments significantly increases storage use.


Consider the following recommendations:

  • Decide whether to synchronise emails only or emails with attachments.

  • Avoid syncing large or unnecessary attachment types.

  • Important files like resumes or contracts should be added directly to Document Management to support workflows.

  • Avoid assigning internal email addresses to candidate or contact records. Doing so can cause data duplication and expose confidential information.


Audit History

FastTrack360’s Audit Trail records all changes made across the system, which can represent 15–25% of storage requirements.

You can choose to:

  • Maintain the full audit trail and incur associated storage costs, or

  • Implement a cleansing process to automatically delete data older than an agreed interval (for example, 6 months).

⚠️ Important: Once audit data is purged, it cannot be recovered.


Define Your Data Storage Policy

1. Document Storage Policy

  1. Go to Maintenance, and click General Items, then click System Settings.

  2. Review the Upload File Limit setting (default is 5MB) and adjust if required.

  3. Educate users on your file management policy, including where and how to attach files.

  4. To remove outdated or unnecessary files, log a request with Customer Service for a customised data cull.

Custom development to meet your business rules may incur service fees.

2. Outlook Extensions Synchronisation Policy

  1. Go to Maintenance, and click General Items, then click Outlook Extensions.

  2. Review the Include Attachments setting under Comms Integration.
    You can disable attachments to save storage space.

  3. Check the list of accepted file types and remove large or unnecessary formats such as video files (.mwv, .mp4).

  4. Educate users on correct email and attachment management practices.


3. Audit History Policy

Audit History captures changes to front office records such as Candidates, Clients, Contacts, and Job Orders.

Data can be reviewed via:

  • The Audit Trail section within each record.

  • Maintenance, and click Audit.

📌 Note: Audit History does not track changes in back office records such as payees or debtors.


4. Purge Strategy

To assist in defining your purge strategy, the FT Standard Data Analysis Report provides:

  • Current database size and allocation to high-performance storage.

  • Breakdown of storage usage across:

    • Front Office Audit.

    • Communications Centre.

    • Email Queue History.

    • Comments.

  • Yearly distribution of records eligible for automated purging.

You can also use the Document Data Storage Report to review document sizes, file types, and usage by area.
This report helps monitor adherence to file management policies.

⚠️ Important: Once purged, data cannot be restored.

  • Before proceeding, consult with your operations team to ensure critical data (e.g. communications or comments) isn’t required for legal compliance.

Log purge requests via the Customer Service Centre, specifying the areas and intervals for data removal.


Monitor Data Usage

To view current storage usage:

  1. Click the ? icon in the top menu.

  2. Select About FastTrack360.

  3. Go to the Data Usage tab.

The graphs display:

  • Left graph: Overall licensed data storage and current usage (green = used, red = exceeded).

  • Right graph: Breakdown of usage by:

    • FastTrack (application data)

    • Audit (audit database)

    • Documents (attachments)

In the example above, in the left hand graph, the environment is using 100% of its current licensed data storage (as shown in green). Additional usage will be displayed in red.

The right hand graph displays a further breakdown of the usage:

  • FastTrack (in blue) shows the amount of data storage being used by your FastTrack application.

  • Audit (in orange) shows the amount of data storage being used by the Audit Database.

  • Documents (in purple) shows the amount of data storage being used for documents (attachments).


Reporting

To analyse storage usage in detail, use the Document Data Storage Report.
This report provides estimated document sizes and highlights areas with the highest data usage, helping to identify optimisation opportunities and enforce file management policies.


🤔 FAQs

Q1: Can I recover data after a purge?

  • Answer: No. Once purged, data is permanently deleted and cannot be recovered.

Q2: How can I reduce document storage quickly?

  • Answer: Lower the file upload limit in System Settings, and encourage users to delete outdated or duplicate attachments.

Q3: Where can I view the storage usage breakdown?

  • Answer: Go to the Help (?) icon, select About FastTrack360, then open the Data Usage tab.

Q4: Does Audit History include payroll data?

  • Answer: No. Audit History records front office changes only, not payee or debtor records.

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