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