This is a live group training at the StoneRiver Training Center.
Objective
Basic level course to develop a working knowledge of the features and functions of the StoneRiver TRACKER Unclaimed Property System.
Agenda
- Intro to Unclaimed Property
- Introduction to TRACKER
- Tables
- Applying Updates
- Holder Maintenance
- Import Records
- Maintaining Records
- Group Modify
- Compress/Repair
- Reports
- Generating Internal Reports
- Custom Reporting
- Data Validation
- Transaction Log
- Due Diligence
- Search Letters
- Barcode Scanning
- State Report Preparation
- Generating State Report
- Filing Methods
- Preliminary and Final
- Filing Formats
- Single State
- Multiple States
- Other report options and formats
- Historical Activities
- Purge
- Update Check Numbers
- Generating Internal Reports
- Export Historical Records
- Task Scheduler
- Scheduling Processes
- Security & E-mail Notification
Intended Audience
Personnel responsible for filing unclaimed property reports and/or maintaining unclaimed property records; including IT personnel. No prerequisites, basic understanding of unclaimed property and experience with Windows necessary.
Estimated CPE Credit
18 credit hours