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BEG: Center Profile Setup

BEG: Center Profile Setup. Sections, Reasons and Preferences Iliana Ramos. In this Session we will look at… Sections Reasons Preferences. 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?.

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BEG: Center Profile Setup

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  1. BEG: Center Profile Setup Sections, Reasons and Preferences Iliana Ramos

  2. In this Session we will look at… • Sections • Reasons • Preferences

  3. 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?

  4. Reasons • What are Reasons? • How do Reasonsget added to Trac? • How do you View Reasons? • How do you Search Reasons? • How do you Assign Reasons?

  5. 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.

  6. 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

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