Prerequisites: None

Audience:  New TrackWise users who plan to take more advanced courses, System Administrators, IT Support Personnel, TrackWise end users

Duration: 2 Days

Introduction to TrackWise

This introductory course provides a thorough overview for a basic understanding of TrackWise as an event tracking and action resolution tool. It is meant for users who have no previous TrackWise experience. It is also recommended for system administrators who plan to take the Configuration and Administration curriculum. Course curriculum provides an explanation of the TrackWise components, including discussions around Admin Configuration Tools and Integration Manager. This course also includes hands-on exploration of TrackWise, explaining system functionality and capabilities. Students walk away with a comprehensive understanding of how to use TrackWise from the end user perspective. 

Introduction to TrackWise Topics

  • TrackWise Concepts and Terminology 
    Managing User Settings
    TrackWise Desktop Review
    Creating Records
    Data Fields and ConfigForms
    Workflow Proficiency: States and Activities
    Activity History (Audit Trail)
    Coordinator Overview 
    Creating Custom Scopes, Queries and Views
    Reporting, Exports and Charts
    Dashboard
    TrackWise QualityView Overview  

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