Audience: System Administrators, IT and IS Support Personnel, Business Owners, Project Managers, Project Team Members
Duration: 5 Days
Introduction to TrackWise Configuration and Administration Course Description
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, Help Desk and monitoring tools.
Introduction to TrackWise Configuration and Administration Course Topics/Outline
- Creation of process groups to facilitate project migration
- Introduce division and project concept
- Create a project using a 14-step methodology
- Creating a workflow
- Create data fields for configuration forms
- Define project member access to form fields and activities based on group categories
- Activate audit trail monitoring for record updates
- Define the user’s default desktop layout and create additional desktop layouts
- Define states and activities for project workflow
- Configure workflow for a project
- Test the configured project
- Configure the TrackWise Coordinator for general records upkeep
- Create user log-in accounts
- Use the Help Desk function to manage user accounts
- Use “monitor for log-off” requests and record unlocking
- Import data into Web Admin via the TrackWise Integration Manager
