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


Intermediate TrackWise Configuration & Administration

Intermediate TrackWise Configuration and Administration goes into detail regarding project design from a strategic, business-specific perspective. This 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. 

Intermediate TrackWise Configuration & Administration Topics

  • Design a Work Plan, gather Requirements
  • Best Practices and Concerns when Building a Project
  • Additional Data Field Types, Including Grids
  • Project Workflow and Group Categories
  • Additional Project Settings
  • Virtual Group Categories
  • Project Verification
  • Administrative Tools
  • Coordinator Configuration
  • AutoReport
  • AutoExport
  • Configuration and Coordinator Exercise
  • Coordinator Configuration Workshop