Introduction to TrackWise Configuration & Administration – February 2026 EMEA

Prerequisites: None

Audience:  System Administrators, IT and IS Support Personnel, Business Owners, Project Managers, Project Team Members

Duration: 5 Days

Introduction to TrackWise Configuration & Administration

Introduction to TrackWise Configuration and Administration is a course designed to teach you how to configure a simple TrackWise project from start to finish. This course introduces the user to TrackWise configuration for a basic tracking process. Once the project has been configured, students will test it in TrackWise. In addition to configuring a project, students will learn to establish parameters for the TrackWise Coordinator, the automatic service for executing business rules in TrackWise. This course also covers the additional responsibilities a TrackWise Administrator assumes, such as creating log-in accounts, use of TrackWise Integration Manager and monitoring tools. 

Introduction to TrackWise Configuration & Administration Topics

• Introduction to Configuration and Process Groups
  Divisions and Projects Concept
  Create a Project using a 14-step methodology
  Use Visio to Create the Workflow
  Data Field Design
  Group Category Permissions
  Audit Trail
  Desktop Layout
  States and Activities
  Group Category Workflow
  Projects
  Create Configuration Forms
  Test the Configured Project
  Additional Project Settings
  Intelligent Forms
  Configuration Practice Exercises
  Introduction to Coordinator
  Coordinator Exercise
  Administration Tools
  Person and Selection Import