Introduction to TrackWise

Prerequisites: None
Audience: New TrackWise users who plan to take more advanced courses, System Administrators, IT Support Personnel, TrackWise end users
Duration: 2 Days 

Course Description

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 a comprehensive understanding of how to use TrackWise from the end user perspective.  

Overview, benefits and usage of TrackWise tools, specifically:  

  • TrackWise user interface navigation
  • TrackWise terminology & concepts, e.g., workflow, states, activities, and locking
  • Record opening
  • Record progression through perform only and schedulable activities
  • Reviewing family tree of records
  • Data entry and updates
  • Identifying next steps in a record’s workflow
  • Managing user settings
  • Relating records through the use of reference records
  • Review of  a record’s history via audit trails
  • Creation of scopes and queries to locate records
  • Integrated reporting using Crystal Reports and TrackWise Analytics
  • Creation and utilization of Dashboard views for more effective task management 

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