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 Course Description

This introductory course provides a thorough overview for a basic understanding of TrackWise 10.0 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 a comprehensive understanding of how to use TrackWise from the end user perspective.

Introduction to TrackWise Course Topics/Outline

  • TrackWise concepts and terminology, e.g., workflow, states, activities, and locking
  • Desktop review
  • Creating new records
  • Data entry and updates
  • Record progression through perform only and schedulable activities
  • Reviewing family tree of records
  • Identifying next steps in a record’s workflow
  • Relating records using reference record functionality
  • Review of Activity History
  • Creating scopes, queries and views to locate records
  • Reports and Exports
    • Single Record / Multi Records
    • Print Friendly (HTML)/ Spreadsheet / PDF
  • Creation and utilization of Dashboard views for more effective task management
  • TrackWise QualityView review