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 and Administration 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.
Intermediate TrackWise Configuration and Administration 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
- Use of hidden fields with counters
- 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
