Intermediate TrackWise^® Configuration and Administration

Prerequisites: Introduction to TrackWise Configuration and Administration

Audience: System Administrators, IT and IS Support Personnel, Business Owners, Project Managers, Project Team Members

Duration: 4 Days

Course Description

Intermediate TrackWise Configuration and Administration goes into great detail regarding project design from a strategic, business-specific perspective. This particular course relies on preestablished business rules typical for an industry-specific tracking process.

Students will be given a work plan checklist to assist them in gathering business requirements for configuration. The course will focus on the configuration of a project. In addition, it will cover different configurable settings and address additional features of the TrackWise Coordinator used to automate many rules concerning the configuration.

Course Topics/Outline

• Discuss information needed for gathering business requirements
• Identify steps to define workflow design specifications
• Create grids within configuration forms
• Discuss and configure: schedulable activities, perform-only activities, parallel approvals
• Create notification templates
• Configure conditionally required field classes
• Utilize virtual group categories
• Validate the project created during class
• Auto-assign records
• Configure TrackWise Coordinator to:
  -  Administer triggers
  -  Issue notifications
  -  Check recurring activities
  -  Generate child records
  -  Determine when (or if) records should be updated
  -  Auto-assign records
  -  Generate auto reports
  -  Auto-export record data