Prerequisites: Introduction to TrackWise Configuration and Administration

Audience: System Administrators, IT and IS Support Personnel, Business Owners, Project Managers, Project Team Members

Duration: 5 Days

Intermediate TrackWise Configuration and Administration Course Description

Intermediate TrackWise Configuration and Administration goes into great detail regarding project design from a strategic, business-specific perspective. This particular course relies on pre-established business rules typical for an industry-specific tracking process.

Students will be given a work plan checklist to assist them in gathering business requirements for configuration. The course will focus on the configuration of a project. In addition, it will cover different configurable settings and address additional features of the TrackWise Coordinator used to automate many rules concerning the configuration.

Intermediate TrackWise Configuration and Administration Course Topics/Outline

  • Discuss gathering business requirements
  • Identify steps to define workflow design specifications
  • Introduction data field types, including grids
  • Discuss and configure: schedulable activities, perform-only activities, parallel approvals
  • Create notification templates
  • Configure conditionally required field classes
  • Utilize virtual group categories
  • Validate the project created during class
  • Configure TrackWise Coordinator to:
    • Administer triggers
    • Issue notifications
    • Check recurring activities
    • Generate child records and using a decision matrix
    • Use of hidden fields with counters
    • Determine when (or if) records should be updated
    • Auto-assign records
    • Generate auto reports
    • Auto-export record data
    • Close family records by utilizing stackable admin triggers and events
    • Auto alerting project members with the use of counters (Min/Max)
    • Progress records based on Reference Records with use of Dynamic Queries
    • Program sequence and recurring activities – Scheduling activities
    • Copy child values back up to the Parent using a bottom-up approach
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