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 
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