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2015 Redrock Software Conference 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth & Jacob Burress

2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Page 1: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Sustainable Trac Systems Start HereConfigure Your Center Profile for Success

Session 99:40am – 10:40am

David Booth & Jacob Burress

Page 2: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Goals for a Sustainable Trac System

• Easy-to-Manage Group Permissions

• Identifiable and Reportable Sections & Reasons

• Stable Preferences and settings– Do not need to change regularly

Page 3: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Methods for Creating a Sustainable Trac System

• Begin with the end in mind• Test configurations• Collaborate with multiple centers• Do you need a separate Profile or Trac

System?

Page 4: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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The Foundation• Center Profiles vs. Subcenters– Filing cabinet vs. folders

• What deserves a Subcenter?– Separate physical locations– Different general subjects

Page 5: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Organization• Who’s on first?– Who’s the boss? What does everyone else do?

• The purpose of a group– Giving different people different JOBS

• New Groups– Is it necessary?

Page 6: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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A New Group!What’s the job description?

• Student Entry access?• Logging/Log Listing

access?• Do they need

superpowers?• Do they need

restrictions?

• What center access to they need?

• Who’s in it?

• Do they need a Kiosk?

• Schedule access?

Page 7: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Sections• What are Sections?• Why do I want Sections in my Trac System?• How do Sections get added to Trac?• How do you view and manage Sections?

Page 8: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Reasons• What are Reasons?• Why do I want Reasons in my Trac System?• How do Reasons get added to Trac?• How do you view and manage Reasons ?

Page 9: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Profile PreferencesProfiles have their own preferences that allow you to configure how your system will operate and your users will interface with your services

Page 10: 2015 Redrock Software Conference Sustainable Trac Systems Start Here Configure Your Center Profile for Success Session 9 9:40am – 10:40am David Booth &

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Questions?

Thank you for your participation!