TracCloud: Training Resources: Difference between revisions

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After purchasing TracCloud, we will go through several training calls with your SysAdmin(s) to configure the system to your needs and to become more comfortable navigating the Trac System itself. Some training calls will come with additional "homework" to be completed between calls. This article lists out the topics that we will cover during training in roughly the order that they appear (can differ slightly depending on campus, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the Trac System.
After purchasing TracCloud, we will go through 5-8 training calls with your SysAdmin(s) to configure the system to your needs and to become more comfortable navigating the Trac System itself. Some training calls will come with additional "homework" to be completed between calls. This article lists out the topics that we will cover during training in roughly the order that they appear (can differ slightly depending on campus, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the Trac System.


For information on the Trac 4.0 to TracCloud migration process specifically, [[TracCloudMigration|click here.]]
For information on the Trac 4.0 to TracCloud migration process specifically, [[TracCloudMigration|click here.]]


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<b>1st/2nd Training:</b> Profile-related Records.
<b>Profile-related Records.</b>
* [[TracCloudGuideProfileGeneral|Profile Preferences]]
* [[TracCloudGuideProfileGeneral|Profile Preferences]]
* <b>[[TracCloudGuideProfileCenters|Creating or Updating Centers]]</b> (Homework)
* <b>[[TracCloudGuideProfileCenters|Creating or Updating Centers]]</b> (Homework)
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<b>2nd/3rd Training:</b> Profile Preferences.
<b>Profile Preferences.</b>  
* [[TracCloudGuideProfilePrefsLogInOut|Log In/Out Prefs]]
* [[TracCloudGuideProfilePrefsLogInOut|Log In/Out Prefs]]
* + [[TracCloudGuideProfilePrefsLogListingCustom|Log Listing Customization]]
* + [[TracCloudGuideProfilePrefsLogListingCustom|Log Listing Customization]]
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<b>3rd/4th Training:</b> Global Preferences.
<b>Global Preferences.</b>  
* [[TracCloudGuideGlobalSystem|System Preferences]]
* [[TracCloudGuideGlobalSystem|System Preferences]]
* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]
* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]
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<b>4th/5th Training:</b> Continuing System Prefs and Modules.
<b>System Modules</b> (where applicable).  
* <b>[[TracCloudSAGE|SAGE]]</b> (Homework if applicable)
* <b>[[TracCloudSAGE|SAGE]]</b> (Homework)
* <b>[[TracCloudST|SurveyTrac]]</b> (Homework if applicable)
* <b>[[TracCloudST|SurveyTrac]]</b> (Homework)
* [[TracCloudWB|Whiteboard]] (if applicable)
* [[TracCloudWB|Whiteboard]] (if applicable)
* [[TracCloudQ2|Q2 Tables]] (if applicable)
* [[TracCloudQ2|Q2 Tables]] (if applicable)
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<b>6th/7th Training:</b> Recording Visits and Managing Schedules.
<b>Recording Visits and Managing Schedules.</b>
* [[TracCloudGuideBasicsVisits|Recording Visits]]
* [[TracCloudGuideBasicsVisits|Recording Visits]]
* [[TracCloudGuideBasicsSchedule|Schedule Management]]
* [[TracCloudGuideBasicsSchedule|Schedule Management]]
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<b>7th/8th Training:</b> Running reports (typically a few weeks after going live).
<b>Running reports</b> (typically a few weeks after going live).
* [[TracCloudReports|Reports]]
* [[TracCloudReports|Reports]]


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Revision as of 10:33, 7 December 2022


TracCloud Training Resources


After purchasing TracCloud, we will go through 5-8 training calls with your SysAdmin(s) to configure the system to your needs and to become more comfortable navigating the Trac System itself. Some training calls will come with additional "homework" to be completed between calls. This article lists out the topics that we will cover during training in roughly the order that they appear (can differ slightly depending on campus, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the Trac System.

For information on the Trac 4.0 to TracCloud migration process specifically, click here.


Profile-related Records.


Profile Preferences.


Global Preferences.


System Modules (where applicable).


Recording Visits and Managing Schedules.


Running reports (typically a few weeks after going live).