Introduction to TrackWise Configuration and Administration

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