• 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: 5 Days
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    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 pre-established 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.

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    Course Topics/Outline

    • Discuss  gathering business requirements
    • Identify steps to define workflow design specifications
    • Introduction data field types, including grids
    • 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
    • Configure TrackWise Coordinator to:
      -  Administer triggers
      -  Issue notifications
      -  Check recurring activities
      -  Generate child records and using a decision matrix
      -  Determine when (or if) records should be updated
      -  Auto-assign records
      -  Generate auto reports
      -  Auto-export record data
      -  Close family records by utilizing stackable admin triggers and events
      -  Auto alerting project members with the use of counters (Min/Max)
      -  Progress records based on Reference Records with use of Dynamic Queries
      -  Program sequence and recurring activities – Scheduling activities
      -  Copy child values back up to the Parent using a bottom up approach 
      -  Use of hidden fields with counters

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