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 
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