2014 Redrock Software Conference
BEG: Center Profile Setup
Sections, Reasons and Preferences
Iliana Ramos
2014 Redrock Software Conference
In this Session we will look at…
• Sections
• Reasons
• Preferences
2014 Redrock Software Conference
Sections
• What are Sections?
• How do Sections get added to Trac?
• How do you view Sections?
• How do you Search Sections?
• How do you assign Sections?
2014 Redrock Software Conference
Reasons
• What are Reasons?
• How do Reasons get added to Trac?
• How do you View Reasons?
• How do you Search Reasons?
• How do you Assign Reasons?
2014 Redrock Software Conference
Preferences Tabs
Preferences are made up of several tabs that
control the overall settings for you Profile.
Each Profile you own can have it’s own
unique Preferences setting.
2014 Redrock Software Conference
Other Helpful Sessions
Managing Multiple Profiles and Centers in AdvisorTrac
Today at 2:15pm in Mojave
Q&A: Center Profile Setting and Configuration
Friday at 2:10pm in Hopi