Intermediate TrackWise Configuration and Administration January 1, 2021 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 REGISTER NOW VIEW MORE COURSES Share via: Twitter LinkedIn Facebook Email
EVENT TUG Europe Join industry peers at one of these FREE events for TrackWise and TrackWise Digital customers, with two dates and locations to choose from. Enjoy a networking at our pre-event receptions, as we celebrate 30 years of TrackWise! Take advantage of a FREE TrackWise Digital pre-event training workshop. Learn more
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CASE STUDY Voice of Customer: Sheetal Mane, Lead IT Quality at Piramal, Shares Quality transformation journey with TrackWise “We have got almost around 16 sites of Piramal and all these sites are using TrackWise and we have automated multiple process on TrackWise. For most of the sites, we have gone from paper-based to digitization." Learn more
CASE STUDY Voice of Customer: Hear Srinivas Hosadurga, Senior Manager-IT, Cipla, as he shares his extensive experience on TrackWise “Our company has actually rolled out more than 40-plus workflows. TrackWise being the gold standard in the eQMS arena with almost 25+years in the industry, and I think TrackWise is here to stay. This application has played a vital role in the successful clearance of multiple regulatory audits." Learn more
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