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 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

2015 Redrock Software Conference 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?

2015 Redrock Software Conference The Foundation Center Profiles vs. Subcenters – Filing cabinet vs. folders What deserves a Subcenter? – Separate physical locations – Different general subjects

2015 Redrock Software Conference 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?

2015 Redrock Software Conference 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?

2015 Redrock Software Conference 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?

2015 Redrock Software Conference 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 ?

2015 Redrock Software Conference Profile Preferences Profiles have their own preferences that allow you to configure how your system will operate and your users will interface with your services

2015 Redrock Software Conference Questions? Thank you for your participation!